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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 135 项
建仓 16
增持 63
减持 43
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
U S TREASURY BILL
-$131.3M
0
-100%
建仓
—
UNITED STATES TREAS BILLS
+$117.6M
118,705,000
建仓
—
UNITED STATES TREASURY BILL RE-ISSUE 05/09/2024
+$35.3M
35,758,000
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。
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
-$30.8M
6,422,110
-83%
清仓
—
CASH
-$16.3M
0
-100%
增持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$10.8M
39,584,707
+38%
增持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$10.3M
64,981
+578%
清仓
ILCB
ISHARES TR MORNINGSTR US EQ
-$9.9M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$9.8M
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$7.3M
133,476
+3%
增持
AVGO
BROADCOM INC COM
+$4.3M
18,312
+2%
清仓
TXN
TEXAS INSTRS INC COM
-$4.2M
0
-100%
增持
OEF
ISHARES TR S&P 100 ETF
+$3.8M
49,034
+32%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$3.8M
148,121
+56%
增持
AMZN
AMAZON COM INC COM
+$3.8M
25,846
+360%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$3.6M
116,858
-3%
增持
AAPL
APPLE INC COM
-$3.2M
197,961
+2%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T SP 500 GARP ETF
-$3.2M
0
-100%
建仓
NVDA
NVIDIA CORPORATION COM
+$3.0M
3,346
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$3.0M
17,820
+1082%
增持
KLAC
KLA CORP COM NEW
+$3.0M
22,596
+3%
建仓
HDV
ISHARES TR CORE HIGH DV ETF
+$2.7M
24,175
减持
MS
MORGAN STANLEY COM NEW
-$2.6M
2,568
-92%
清仓
DE
DEERE CO COM
-$2.6M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$2.3M
15,403
-25%
建仓
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$2.2M
18,175
增持
MA
MASTERCARD INCORPORATED CL A
+$2.2M
30,211
+4%
增持
COST
COSTCO WHSL CORP NEW COM
+$2.2M
19,625
+6%
增持
NEE
NEXTERA ENERGY INC COM
+$2.1M
104,547
+39%
增持
—
LAM RESEARCH CORP COM
+$2.1M
9,796
+3%
增持
—
EATON CORP PLC SHS
+$2.0M
28,257
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$1.8M
29,710
+3%
增持
—
EXXON MOBIL CORP COM
+$1.8M
37,969
+45%
增持
SPYM
SPDR SER TR PORTFOLIO S&P500
+$1.7M
251,597
+2%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.7M
196,887
+9%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$1.6M
0
-100%
增持
URI
UNITED RENTALS INC COM
+$1.5M
8,069
+7%
增持
LLY
ELI LILLY & CO COM
+$1.4M
6,495
+3%
增持
MRK
MERCK & CO INC COM
+$1.3M
47,493
+4%
增持
EVR
EVERCORE INC CLASS A
+$1.3M
39,057
+7%
增持
COR
CENCORA INC COM
+$1.2M
27,737
+3%
减持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$1.2M
24,929
-1%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$1.0M
23,416
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$994.0K
9,368
+13%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$919.0K
45,907
+7%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$846.0K
14,642
+7%
增持
—
LINDE PLC SHS
+$807.0K
9,029
+10%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$788.0K
27,096
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$766.0K
41,148
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN COM
+$741.0K
16,148
+14%
增持
SNPS
SYNOPSYS INC COM
+$739.0K
7,646
+8%
减持
IWY
ISHARES TR RUS TP200 GR ETF
+$723.0K
38,900
-1%
增持
AFG
AMERICAN FINL GROUP INC OHIO COM
+$698.0K
17,012
+25%
清仓
—
UNITED STATES TREAS BILLS ZERO
-$675.0K
0
-100%
增持
KR
KROGER CO COM
+$668.0K
32,880
+24%
减持
—
TAJPMGNENINDX
+$666.0K
1,130,729
-1%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$645.0K
43,761
+1%
增持
IYW
ISHARES TR U.S. TECH ETF
+$621.0K
42,922
+2%
建仓
META
META PLATFORMS INC CL A
+$599.0K
1,233
增持
V
VISA INC COM CL A
+$576.0K
14,166
+9%
增持
PH
PARKER-HANNIFIN CORP COM
+$575.0K
4,481
+8%
减持
—
DWS EQUITY 500 INDEX VIP
+$540.0K
147,687
-1%
增持
KO
COCA COLA CO COM
+$520.0K
53,771
+14%
清仓
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
-$515.0K
0
-100%
增持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
+$405.0K
28,604
+29%
减持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$403.0K
17,488
-2%
减持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$398.0K
134,263
-4%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$377.0K
15,346
-2%
增持
BX
BLACKSTONE INC COM
+$364.0K
41,145
+7%
增持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$361.0K
18,715
+1%
减持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$347.0K
79,937
-1%
增持
—
NXP SEMICONDUCTORS N V COM
+$344.0K
9,156
+9%
减持
—
EQ/EQUITY 500 INDEX
+$318.0K
35,295
-1%
减持
—
EQ/EQUITY 500 INDEX
-$309.0K
62,981
-17%
增持
EIX
EDISON INTL COM
+$297.0K
19,234
+29%
减持
—
AVIP S&P 500(R) Index (Geode)
+$294.0K
74,543
-1%
增持
ELV
ELEVANCE HEALTH INC COM
+$293.0K
4,879
+3%
减持
—
DWS GOVT MONEY MARKET VIP
-$259.0K
31,860
-43%
建仓
—
SUPER MICRO COMPUTER INC COM
+$253.0K
250
增持
CCOI
COGENT COMMUNICATIONS HLDGS COM NEW
-$253.0K
32,925
+4%
增持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
+$233.0K
2,336,360
+11%
增持
HD
HOME DEPOT INC COM
+$229.0K
3,808
+7%
增持
JQUA
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR
+$228.0K
21,825
+13%
建仓
—
FIDELITYCONTRAFUND
+$223.0K
42,424
建仓
SWTXX
SCHWAB MUNI MONEY FUND VALUE ADVANTAGE SHARES
+$223.0K
222,690
建仓
—
MetLife Stock Index Portfolio
+$219.0K
4,940
建仓
VTIP
VANGUARD MALVERN FDS STRM INFPROIDX
+$217.0K
4,535
增持
—
UBS GROUP AG SHS
+$216.0K
149,621
+6%
建仓
SYK
STRYKER CORPORATION COM
+$215.0K
600
清仓
CAT
CATERPILLAR INC COM
-$213.0K
0
-100%
建仓
ABBV
ABBVIE INC COM
+$209.0K
1,146
增持
MCD
MCDONALDS CORP COM
-$205.0K
29,506
+3%
建仓
—
EQ/LARGE CAP GROWTH INDEX
+$204.0K
3,024
清仓
EFA
ISHARES TR MSCI EAFE ETF
-$203.0K
0
-100%
减持
—
AVIP S&P 500(R) Index (Geode)
+$184.0K
43,259
-1%
减持
—
MetLife Stock Index Portfolio
+$148.0K
49,067
-3%
减持
—
EQ/EQUITY 500 INDEX
+$138.0K
13,406
-0%
减持
—
TAWMCUSGROWTH
+$130.0K
284,108
-0%
减持
—
TAJPMGNENINDX
+$128.0K
350,755
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$127.0K
15,822
+5%
减持
—
EQ/QUALITY BOND PLUS
-$102.0K
27,573
-27%
增持
WMT
WALMART INC COM
+$100.0K
8,601
+225%
增持
PAYX
PAYCHEX INC COM
+$97.0K
8,207
+7%
增持
HON
HONEYWELL INTL INC COM
+$83.0K
4,359
+13%
减持
—
MetLife Stock Index Portfolio
+$80.0K
18,379
-1%
减持
QRVO
QORVO INC COM
-$73.0K
17,668
-5%
减持
WPC
WP CAREY INC COM
-$70.0K
5,233
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$58.0K
3,555
+1%
减持
QUAL
ISHARES TR MSCI USA QLT FCT
+$55.0K
8,943
-7%
增持
PANW
PALO ALTO NETWORKS INC COM
+$44.0K
6,351
+6%
建仓
FKIQX
FRANKLIN INCOME FUND CLASS A
+$39.0K
16,687
减持
—
500 INDEX
+$32.0K
7,878
-0%
减持
—
JENNISON GROWTH PORT
+$29.0K
3,942
-0%
建仓
SWGXX
SCHWAB GOVERNMENT MONEY
+$28.0K
28,301
减持
IWL
ISHARES TR RUS TOP 200 ETF
+$28.0K
3,007
-2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC
-$26.0K
46,581
-9%
减持
—
EQ/EQUITY 500 INDEX
+$22.0K
5,481
-1%
减持
—
EQ/GROWTH STRATEGY
+$21.0K
24,185
-2%
减持
—
EQ/AB Short Dur Gov Bond
-$21.0K
100,958
-3%
减持
—
TAWMCUSGROWTH
+$21.0K
5,811
-3%
增持
CLBAX
AMERICAN BALANCED FUND-529A
+$18.0K
7,655
+2%
减持
—
TAAEGONUSGOVSEC
-$16.0K
436,275
-1%
减持
—
TAAEGONUSGOVSEC
-$12.0K
365,931
-1%
增持
—
Western Asset Management U.S. Governme
+$12.0K
58,018
+2%
增持
VGHCX
VANGUARD HEALTH CARE FUND
+$11.0K
1,139
+3%
减持
—
AMERFUNDAAFUND
+$10.0K
79,419
-2%
减持
—
Western Asset Management U.S. Governme
-$9.0K
40,817
-1%
减持
—
AVIP FEDERATED CORE PLUS BOND
-$9.0K
44,186
-1%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$6.0K
3,742
-9%
减持
—
EQ/AB Short Dur Gov Bond
-$4.0K
48,251
-1%
减持
—
AF U.S. GOVERNMENT MONEY MARKET-529A
-$3.0K
137,697
-2%
增持
RACXX
AF U.S. GOVERNMENT MONEY MARKET-R3
+$2.0K
20,786
+10%
增持
FKINX
FRK INC FD CL A1
+$1.0K
11,352
+1%
清仓
HCMC
HEALTHIER CHOICES MGMT CORP COM
+$0
0
-100%
增持
AFAXX
AF U.S. GOVERNMENT MONEY MARKET-A
+$0
15,140
+3%
