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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 138 项
建仓 6
增持 4
减持 90
清仓 38
方向
标的
Δ市值
现股数(环比)
清仓
—
UNITED STATES TREAS BILLS
-$117.6M
0
-100%
建仓
—
UNITED STATES TREASURY BILL RE-ISSUE 06/06/2024
+$59.5M
60,069,000
清仓
—
UNITED STATES TREASURY BILL RE-ISSUE 05/09/2024
-$35.3M
0
-100%
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
MSFT
MICROSOFT CORP COM
-$20.8M
79,001
-41%
减持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
-$18.9M
20,641,948
-48%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$16.8M
78,708
-33%
减持
AAPL
APPLE INC COM
-$10.8M
109,754
-45%
减持
SPYM
SPDR SER TR PORTFOLIO S&P500
-$7.6M
122,472
-51%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$7.5M
649
-96%
减持
AVGO
BROADCOM INC COM
-$7.3M
10,568
-42%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$6.7M
16,215
-45%
减持
MA
MASTERCARD INCORPORATED CL A
-$6.7M
17,731
-41%
减持
KLAC
KLA CORP COM NEW
-$5.3M
12,750
-44%
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
-$5.0M
1,382,700
-78%
减持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
-$4.7M
36,236
-44%
减持
COST
COSTCO WHSL CORP NEW COM
-$4.4M
11,726
-40%
减持
OEF
ISHARES TR S&P 100 ETF
-$4.2M
29,884
-39%
减持
—
EATON CORP PLC SHS
-$3.8M
15,987
-43%
减持
DGRO
ISHARES TR CORE DIV GRWTH
-$3.8M
133,003
-32%
减持
MCD
MCDONALDS CORP COM
-$3.7M
18,141
-39%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
-$3.5M
85,089
-43%
减持
—
LAM RESEARCH CORP COM
-$3.1M
6,040
-38%
减持
IWY
ISHARES TR RUS TP200 GR ETF
-$2.8M
22,118
-43%
减持
MRK
MERCK & CO INC COM
-$2.8M
27,655
-42%
减持
COR
CENCORA INC COM
-$2.8M
17,479
-37%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$2.7M
15,647
-42%
减持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
-$2.6M
66,620
-50%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$2.6M
24,515
-44%
减持
EVR
EVERCORE INC CLASS A
-$2.6M
23,848
-39%
减持
URI
UNITED RENTALS INC COM
-$2.5M
5,083
-37%
减持
LMT
LOCKHEED MARTIN CORP COM
-$2.5M
9,679
-37%
增持
META
META PLATFORMS INC CL A
+$2.5M
6,069
+392%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$2.3M
25,197
-45%
减持
NEE
NEXTERA ENERGY INC COM
-$2.3M
61,748
-41%
减持
—
DWS EQUITY 500 INDEX VIP
-$2.3M
94,126
-36%
减持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
-$2.3M
12,828
-49%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$2.2M
9,552
-38%
清仓
CCOI
COGENT COMMUNICATIONS HLDGS COM NEW
-$2.2M
0
-100%
减持
IYW
ISHARES TR US TECH ETF
-$2.0M
25,066
-42%
减持
—
UBS GROUP AG SHS
-$2.0M
87,393
-42%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$2.0M
8,274
-43%
减持
—
LINDE PLC SHS
-$1.9M
5,221
-42%
减持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
-$1.9M
453,690
-81%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.8M
24,147
-41%
减持
ADP
AUTOMATIC DATA PROCESSING IN COM
-$1.8M
9,222
-43%
减持
SNPS
SYNOPSYS INC COM
-$1.8M
4,286
-44%
减持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
-$1.8M
10,268
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.7M
5,426
-42%
减持
—
METLIFE STOCK INDEX PORTFOLIO
-$1.7M
41,565
-47%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC
-$1.6M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$1.6M
9,846
-45%
减持
—
TAJPMGNENINDX
-$1.6M
859,750
-24%
减持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
-$1.5M
9,926
-47%
减持
V
VISA INC COM CL A
-$1.5M
9,204
-35%
减持
LLY
ELI LILLY & CO COM
-$1.5M
3,906
-40%
减持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
-$1.5M
48,007
-40%
减持
—
EXXON MOBIL CORP COM
-$1.5M
25,425
-33%
减持
KO
COCA COLA CO COM
-$1.3M
31,267
-42%
减持
AMZN
AMAZON COM INC COM
-$1.2M
17,659
-32%
清仓
—
TAWMCUSGROWTH
-$1.2M
0
-100%
减持
QRVO
QORVO INC COM
-$1.2M
6,919
-61%
减持
PH
PARKER-HANNIFIN CORP COM
-$1.2M
2,578
-42%
清仓
JQUA
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR
-$1.2M
0
-100%
清仓
—
TAWMCUSGROWTH
-$1.1M
0
-100%
减持
BX
BLACKSTONE INC COM
-$1.1M
34,663
-16%
减持
HDV
ISHARES TR CORE HIGH DV ETF
-$1.1M
14,433
-40%
建仓
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
+$1.1M
1,079,692
减持
ELV
ELEVANCE HEALTH INC COM
-$1.0M
2,749
-44%
建仓
AMGN
AMGEN INC COM
+$1.0M
3,284
建仓
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$985.0K
11,265
建仓
SGUXX
SCHWAB CHARLES FAMIL GOVT MMKT
+$967.0K
967,085
减持
—
EQ/EQUITY 500 INDEX
-$957.0K
5,042
-62%
清仓
—
JNL/MELLON S&P 500 INDEX
-$940.0K
0
-100%
减持
AFG
AMERICAN FINL GROUP INC OHIO COM
-$937.0K
11,261
-34%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$913.0K
10,847
-40%
减持
KR
KROGER CO COM
-$906.0K
19,476
-41%
清仓
HON
HONEYWELL INTL INC COM
-$895.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$767.0K
2,186
-42%
减持
PANW
PALO ALTO NETWORKS INC COM
-$746.0K
3,124
-51%
清仓
PRGFX
GROWTH STOCK
-$728.0K
0
-100%
减持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
-$684.0K
16,108
-44%
增持
NVDA
NVIDIA CORPORATION COM
-$662.0K
19,108
+471%
清仓
—
EQ/GROWTH STRATEGY
-$622.0K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$611.0K
1,866
-48%
减持
EIX
EDISON INTL COM
-$580.0K
10,867
-44%
减持
QUAL
ISHARES TR MSCI USA QLT FCT
-$554.0K
5,366
-40%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$549.0K
23,018
-2%
减持
—
TAAEGONUSGOVSEC
-$510.0K
152,520
-65%
减持
HD
HOME DEPOT INC COM
-$504.0K
2,779
-27%
减持
PAYX
PAYCHEX INC COM
-$497.0K
4,310
-47%
减持
—
NXP SEMICONDUCTORS N V COM
-$491.0K
6,608
-28%
清仓
GLD
SPDR GOLD TR GOLD SHS
-$421.0K
0
-100%
减持
—
AVIP S&P 500(R) INDEX (GEODE)
-$392.0K
33,978
-21%
清仓
IWL
ISHARES TR RUS TOP 200 ETF
-$382.0K
0
-100%
清仓
—
TAJPMGNENINDX
-$351.0K
0
-100%
减持
—
EQ/EQUITY 500 INDEX
-$347.0K
53,762
-15%
清仓
—
EQ/EQUITY 500 INDEX
-$317.0K
0
-100%
清仓
—
MULTMGR TECHNOLOGY
-$273.0K
0
-100%
清仓
—
JENNISON GROWTH PORT
-$261.0K
0
-100%
清仓
CLBAX
AMERICAN BALANCED FUND-529A
-$259.0K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC COM
-$253.0K
0
-100%
清仓
—
TAAEGONUSGOVSEC
-$250.0K
0
-100%
清仓
—
AMERICAN FUNDS GROWTH-INCOME-CLASS 2
-$249.0K
0
-100%
清仓
MFEGX
MFS GROWTH FUND CLASS A
-$244.0K
0
-100%
清仓
MS
MORGAN STANLEY COM NEW
-$242.0K
0
-100%
清仓
—
TAS&P500INDEX
-$241.0K
0
-100%
清仓
—
S&P500INDEXFUND
-$237.0K
0
-100%
清仓
—
AM FUNDS WASHGTN MUT INV CL 2
-$234.0K
0
-100%
清仓
—
AMERFUNDAAFUND
-$225.0K
0
-100%
清仓
—
FIDELITYCONTRAFUND
-$223.0K
0
-100%
减持
—
WESTERN ASSET MANAGEMENT US GOVERNME
-$223.0K
12,383
-53%
清仓
VTIP
VANGUARD MALVERN FDS STRM INFPROIDX
-$217.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON COM
-$215.0K
0
-100%
清仓
ABBV
ABBVIE INC COM
-$209.0K
0
-100%
清仓
—
EQ/LARGE CAP GROWTH INDEX
-$204.0K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO COM
+$201.0K
996
减持
—
HARTFORD DISCIPLINED EQUITY HLS FUND
-$190.0K
47,135
-41%
清仓
—
AF U.S. GOVERNMENT MONEY MARKET-529A
-$138.0K
0
-100%
清仓
—
FORD MOTOR CO
-$136.0K
0
-100%
减持
—
EQ/EQUITY 500 INDEX
+$126.0K
35,114
-1%
减持
—
AVIP S&P 500(R) INDEX (GEODE)
-$125.0K
69,314
-7%
清仓
HFRO
HIGHLAND FLOATNG RATE OPPRT SHS BEN INT
-$93.0K
0
-100%
减持
—
TAJPMGNENINDX
-$55.0K
323,826
-8%
减持
—
DWS GOVT MONEY MARKET VIP
-$54.0K
26,731
-16%
减持
WPC
WP CAREY INC COM
-$43.0K
4,583
-12%
清仓
FKIQX
FRANKLIN INCOME FUND CLASS A
-$39.0K
0
-100%
减持
—
EQ/QUALITY BOND PLUS
-$34.0K
24,073
-13%
减持
—
TAAEGONUSGOVSEC
-$29.0K
343,991
-6%
清仓
FKINX
FRK INC FD CL A1
-$27.0K
0
-100%
增持
—
WESTERN ASSET MANAGEMENT US GOVERNME
+$25.0K
59,677
+3%
清仓
RACXX
AF U.S. GOVERNMENT MONEY MARKET-R3
-$21.0K
0
-100%
减持
SWGXX
SCHWAB GOVERNMENT MONEY
-$18.0K
10,332
-63%
减持
—
EQ/EQUITY 500 INDEX
+$8.0K
5,429
-1%
减持
—
EQ/AB SHORT DUR GOV BOND
-$7.0K
99,607
-1%
减持
—
AVIP FEDERATED CORE PLUS BOND
-$7.0K
43,537
-1%
减持
—
METLIFE STOCK INDEX PORTFOLIO
+$6.0K
47,441
-3%
减持
SWTXX
SCHWAB MUNI MONEY FUND VALUE ADVANTAGE SHARES
-$1.0K
221,989
-0%
增持
AFAXX
AF US GOVERNMENT MONEY MARKET-A
+$0
15,473
+2%
