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Jackson Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Jackson Wealth Management, LLC
报告期 2026-03-31 · CIK 0001536799
持仓数
148
前50大市值合计
$860.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 147 项
建仓 15
增持 39
减持 69
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
—
UNITED STS TREAS BILLS
-$181.4M
0
-100%
建仓
—
U S TREASURY BILL
+$131.3M
132,161,000
增持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
+$30.7M
37,257,636
+466%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VOO
VANGUARD INDEX FDS SP 500 ETF SHS
+$30.2M
120,373
+111%
建仓
—
CASH
+$16.3M
16,330,617
减持
SPY
SPDR SP 500 ETF TR TR UNIT
-$13.8M
4,130
-89%
建仓
ILCB
ISHARES TR MORNINGSTR US EQ
+$9.9M
151,288
减持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
-$9.4M
28,765,787
-25%
建仓
VUG
VANGUARD INDEX FDS GROWTH ETF
+$9.1M
29,277
减持
MSFT
MICROSOFT CORP COM
+$7.7M
129,817
-0%
清仓
MOAT
VANECK ETF TRUST MRNGSTR WDE MOAT
-$5.3M
0
-100%
增持
AVGO
BROADCOM INC COM
+$5.3M
17,926
+1%
增持
OEF
ISHARES TR SP 100 ETF
+$5.2M
37,168
+141%
建仓
URI
UNITED RENTALS INC COM
+$4.3M
7,537
增持
AAPL
APPLE INC COM
+$4.2M
193,163
+0%
减持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
-$3.6M
17,762
-51%
增持
KLAC
KLA CORP COM NEW
+$2.7M
22,043
+0%
增持
COST
COSTCO WHSL CORP NEW COM
+$2.0M
18,520
+2%
建仓
—
NXP SEMICONDUCTORS N V COM
+$1.9M
8,382
清仓
APD
AIR PRODS & CHEMS INC COM
-$1.9M
0
-100%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$1.8M
0
-100%
减持
IVV
ISHARES TR CORE SP500 ETF
-$1.8M
28,905
-20%
建仓
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$1.6M
9,589
增持
—
LAM RESEARCH CORP COM
+$1.6M
9,467
+2%
清仓
QQQE
DIREXION SHS ETF TR NAS100 EQL WGT
-$1.5M
0
-100%
减持
TXN
TEXAS INSTRS INC COM
-$1.4M
24,873
-30%
增持
EVR
EVERCORE INC CLASS A
+$1.4M
36,633
+3%
减持
NEE
NEXTERA ENERGY INC COM
-$1.3M
75,352
-27%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.2M
181,064
+5%
减持
—
EXXON MOBIL CORP COM
-$1.1M
26,120
-18%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.1M
28,989
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.1M
20,538
+2%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.0M
15,719
+4%
清仓
ON
ON SEMICONDUCTOR CORP COM
-$1.0M
0
-100%
增持
MCD
MCDONALDS CORP COM
+$976.0K
28,748
+0%
清仓
FTNT
FORTINET INC COM
-$966.0K
0
-100%
增持
—
UBS GROUP AG SHS
+$919.0K
141,754
+1%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$809.0K
9,995
-35%
增持
COR
CENCORA INC COM
+$796.0K
26,859
+2%
减持
SPYM
SPDR SER TR PORTFOLIO SP500
+$794.0K
246,583
-5%
减持
MS
MORGAN STANLEY COM NEW
-$748.0K
30,420
-31%
减持
IYW
ISHARES TR U.S. TECH ETF
+$740.0K
42,170
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$694.0K
57,277
-2%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$686.0K
43,508
-0%
增持
XLG
INVESCO EXCHANGE TRADED FD T SP 500 TOP 50
+$682.0K
139,432
+3%
建仓
—
UNITED STATES TREAS BILLS ZERO
+$675.0K
676,000
减持
—
TAJPMGNENINDX
+$656.0K
1,137,945
-0%
减持
—
EATON CORP PLC SHS
+$649.0K
28,233
-2%
减持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$627.0K
25,240
-3%
减持
BX
BLACKSTONE INC COM
+$619.0K
38,501
-7%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$614.0K
13,628
+3%
减持
—
DWS EQUITY 500 INDEX VIP
+$612.0K
149,548
-0%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD
-$608.0K
0
-100%
减持
IWY
ISHARES TR RUS TP200 GR ETF
+$602.0K
39,184
-4%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP
-$562.0K
0
-100%
清仓
SPHB
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF
-$544.0K
0
-100%
减持
DE
DEERE CO COM
-$521.0K
6,490
-21%
增持
SNPS
SYNOPSYS INC COM
+$489.0K
7,051
+3%
增持
CCOI
COGENT COMMUNICATIONS HLDGS COM NEW
+$481.0K
31,612
+2%
增持
V
VISA INC COM CL A
+$470.0K
12,970
+3%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$449.0K
15,108
+1%
增持
—
EQ/EQUITY 500 INDEX
+$423.0K
76,307
+3%
增持
—
LINDE PLC SHS
+$395.0K
8,242
+3%
增持
PANW
PALO ALTO NETWORKS INC COM
+$376.0K
5,972
+1%
减持
—
EQ/EQUITY 500 INDEX
+$340.0K
35,657
-1%
增持
PH
PARKER-HANNIFIN CORP COM
+$337.0K
4,159
+3%
减持
—
METLIFE STOCK INDEX PORTFOLIO
+$329.0K
78,069
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN COM
-$320.0K
14,129
-6%
减持
QRVO
QORVO INC COM
+$319.0K
18,668
-0%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$312.0K
43,021
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T SP500 QUALITY
+$286.0K
94,942
-2%
减持
—
AVIP SP 500R INDEX GEODE
+$279.0K
75,278
-2%
减持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$254.0K
18,528
-2%
减持
LLY
ELI LILLY CO COM
+$253.0K
6,331
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$251.0K
39,017
-2%
建仓
—
MULTMGR TECHNOLOGY
+$247.0K
3,488
减持
MRK
MERCK CO INC COM
+$245.0K
45,873
-1%
清仓
—
UNITED STATES TREAS BILLS ZERO CPN
-$244.0K
0
-100%
减持
KR
KROGER CO COM
-$234.0K
26,481
-18%
减持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$233.0K
80,379
-2%
建仓
—
JENNISON GROWTH PORT
+$232.0K
3,958
减持
AFG
AMERICAN FINL GROUP INC OHIO COM
-$229.0K
13,663
-18%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$227.0K
3,509
+2%
清仓
—
BANK OF CHINA - NEW 5XX MATURED CN
-$225.0K
0
-100%
建仓
—
TAWMCUSGROWTH
+$224.0K
6,013
建仓
—
TASP500INDEX
+$219.0K
11,049
清仓
CP
CANADIAN PACIFIC KANSAS CITY COM
-$217.0K
0
-100%
建仓
—
AM FUNDS WASHGTN MUT INV CL 2
+$215.0K
62,240
建仓
MFEGX
MFS GROWTH FUND CLASS A
+$211.0K
1,334
减持
AJG
GALLAGHER ARTHUR J CO COM
-$209.0K
26,622
-2%
清仓
VTIP
VANGUARD MALVERN FDS STRM INFPROIDX
-$204.0K
0
-100%
建仓
EFA
ISHARES TR MSCI EAFE ETF
+$203.0K
2,700
清仓
META
META PLATFORMS INC CL A
-$201.0K
0
-100%
减持
—
METLIFE STOCK INDEX PORTFOLIO
+$191.0K
50,361
-1%
减持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
-$187.0K
2,102,714
-8%
减持
—
TAAEGONUSGOVSEC
-$186.0K
27,840
-45%
减持
SPGP
INVESCO EXCHANGE TRADED FD T SP 500 GARP ETF
+$163.0K
33,002
-2%
增持
HD
HOME DEPOT INC COM
+$158.0K
3,556
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$150.0K
8,258
+4%
增持
KO
COCA COLA CO COM
+$149.0K
47,003
+0%
增持
—
DWS GOVT MONEY MARKET VIP
+$144.0K
55,633
+30%
减持
—
AVIP SP 500R INDEX GEODE
+$142.0K
43,481
-3%
减持
ELV
ELEVANCE HEALTH INC COM
+$130.0K
4,743
-2%
减持
—
TAWMCUSGROWTH
+$130.0K
236,169
-1%
减持
—
TAJPMGNENINDX
+$122.0K
354,394
-1%
减持
—
TAWMCUSGROWTH
+$120.0K
284,455
-0%
减持
QUAL
ISHARES TR MSCI USA QLT FCT
+$115.0K
9,616
-3%
减持
RSPT
INVESCO EXCHANGE TRADED FD T SP500 EQL TEC
+$113.0K
51,012
-7%
增持
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
+$94.0K
515,111
+22%
减持
CAT
CATERPILLAR INC COM
-$79.0K
721
-32%
减持
JQUA
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR
+$64.0K
19,353
-3%
增持
CMLIX
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL
+$64.0K
14,290
+4%
减持
HON
HONEYWELL INTL INC COM
+$61.0K
3,872
-5%
减持
AMZN
AMAZON COM INC COM
+$58.0K
5,621
-10%
减持
—
EQ/GROWTH STRATEGY
+$44.0K
24,591
-2%
增持
IWL
ISHARES TR RUS TOP 200 ETF
+$43.0K
3,078
+2%
减持
EIX
EDISON INTL COM
-$37.0K
14,873
-14%
减持
RSPU
INVESCO EXCHANGE TRADED FD T SP500 EQL UTL
-$37.0K
22,251
-11%
减持
—
TAAEGONUSGOVSEC
+$36.0K
439,275
-1%
增持
CLBAX
AMERICAN BALANCED FUND-529A
+$32.0K
7,537
+6%
减持
—
EQ/EQUITY 500 INDEX
+$25.0K
3,147
-1%
减持
—
EQ/EQUITY 500 INDEX
+$24.0K
5,558
-1%
减持
PAYX
PAYCHEX INC COM
+$23.0K
7,651
-1%
减持
—
WESTERN ASSET MANAGEMENT U.S. GOVERNME
+$23.0K
56,767
-2%
减持
—
500 INDEX
+$22.0K
5,569
-1%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$21.0K
1,508
-36%
减持
—
TAAEGONUSGOVSEC
+$19.0K
369,910
-1%
减持
—
WESTERN ASSET MANAGEMENT U.S. GOVERNME
+$18.0K
26,102
-1%
减持
—
AVIP FEDERATED CORE PLUS BOND
+$18.0K
44,736
-1%
增持
VGHCX
VANGUARD HEALTH CARE FUND
+$15.0K
1,108
+4%
减持
—
AMERFUNDAAFUND
+$14.0K
80,916
-2%
减持
—
EQ/QUALITY BOND PLUS
+$12.0K
37,839
-1%
清仓
—
MULLEN AUTOMOTIVE INC COM
-$5.0K
0
-100%
增持
FKINX
FRK INC FD CL A1
+$2.0K
11,191
+1%
减持
—
AF U.S. GOVERNMENT MONEY MARKET-529A
-$1.0K
140,660
-1%
减持
—
EQ/AB SHORT DUR GOV BOND
+$1.0K
103,639
-1%
增持
RACXX
AF U.S. GOVERNMENT MONEY MARKET-R3
+$1.0K
18,876
+7%
增持
AFAXX
AF U.S. GOVERNMENT MONEY MARKET-A
+$1.0K
14,764
+3%
清仓
—
DECENTRAL LIFE INC COM
+$0
0
-100%
清仓
—
GENTECH HOLDINGS INC COM
+$0
0
-100%
清仓
—
VIPER NETWORKS INC COM
+$0
0
-100%
减持
—
PIMCO SHORT-TERM PORTFOLIO
+$0
66,842
-1%
清仓
—
IMD COS INC COM
+$0
0
-100%
清仓
—
OZOP ENERGY SOLUTIONS INC COM
+$0
0
-100%
清仓
GMEV
GME INNOTAINMENT INC COM NEW
+$0
0
-100%
清仓
—
APT MOTO VOX GROUP INC COM
+$0
0
-100%
清仓
—
SADDLE RANCH MEDIA INC COM
+$0
0
-100%
