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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 58
增持 67
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
—
UNITED STATES TREAS BILLS
+$77.1M
77,739,000
清仓
—
UNITED STATES TREASURY BILL RE-ISSUE 06/06/2024
-$59.5M
0
-100%
建仓
SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
+$35.3M
35,290,641
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
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$34.2M
54,811,493
+166%
增持
AAPL
APPLE INC COM
+$22.9M
197,641
+80%
增持
MSFT
MICROSOFT CORP COM
+$22.0M
133,162
+69%
增持
AVGO
BROADCOM INC COM
+$14.4M
182,127
+1623%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$10.0M
93,605
+19%
增持
SPYM
SPDR SER TR PORTFOLIO S&P500
+$8.7M
244,266
+99%
增持
COST
COSTCO WHSL CORP NEW COM
+$8.0M
20,211
+72%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$7.5M
28,463
+76%
增持
MA
MASTERCARD INCORPORATED CL A
+$7.5M
30,987
+75%
增持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
+$6.9M
8,320,627
+502%
增持
KLAC
KLA CORP COM NEW
+$6.8M
22,293
+75%
增持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$6.1M
65,987
+82%
增持
OEF
ISHARES TR S&P 100 ETF
+$6.1M
50,415
+69%
增持
NVDA
NVIDIA CORPORATION COM
+$6.0M
68,698
+260%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$5.8M
214,590
+61%
建仓
ABBV
ABBVIE INC COM
+$5.6M
28,509
增持
—
NXP SEMICONDUCTORS N V COM
+$5.4M
30,109
+356%
建仓
—
EQ/EQUITY 500 INDEX
+$5.1M
132,991
增持
EVR
EVERCORE INC CLASS A
+$5.1M
39,592
+66%
增持
NEE
NEXTERA ENERGY INC COM
+$5.0M
110,534
+79%
增持
BX
BLACKSTONE INC COM
+$4.9M
59,870
+73%
建仓
—
PIMCO SHORT-TERM PORTFOLIO
+$4.8M
180,080
增持
LMT
LOCKHEED MARTIN CORP COM
+$4.8M
15,882
+64%
清仓
MCD
MCDONALDS CORP COM
-$4.6M
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$4.4M
146,150
+72%
增持
—
EATON CORP PLC SHS
+$4.2M
27,781
+74%
清仓
—
EQ/EQUITY 500 INDEX
-$4.0M
0
-100%
建仓
—
MULTMGR TECHNOLOGY
+$3.8M
87,893
增持
URI
UNITED RENTALS INC COM
+$3.7M
8,598
+69%
增持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$3.6M
140,149
+110%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$3.5M
43,530
+78%
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$3.5M
37,542
+70%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$3.5M
26,823
+71%
建仓
WMB
WILLIAMS COS INC COM
+$3.5M
76,395
清仓
—
AVIP S&P 500(R) INDEX (GEODE)
-$3.4M
0
-100%
清仓
MRK
MERCK & CO INC COM
-$3.4M
0
-100%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$3.2M
15,997
+67%
建仓
BRO
BROWN & BROWN INC COM
+$3.1M
30,176
增持
META
META PLATFORMS INC CL A
+$2.9M
10,424
+72%
清仓
—
EQ/EQUITY 500 INDEX
-$2.7M
0
-100%
增持
—
DWS EQUITY 500 INDEX VIP
+$2.7M
142,781
+52%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.7M
43,717
+74%
增持
COR
CENCORA INC COM
+$2.7M
29,281
+68%
建仓
KMI
KINDER MORGAN INC DEL COM
+$2.6M
119,400
增持
IYW
ISHARES TR U.S. TECH ETF
+$2.6M
42,043
+68%
增持
—
TAJPMGNENINDX
+$2.6M
1,176,614
+37%
清仓
SNPS
SYNOPSYS INC COM
-$2.5M
0
-100%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$2.5M
23,862
+86%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.4M
40,937
+70%
建仓
MPWR
MONOLITHIC PWR SYS INC COM
+$2.4M
2,564
增持
LLY
ELI LILLY & CO COM
+$2.3M
6,629
+70%
建仓
—
AVIP S&P 500(R) INDEX (GEODE)
+$2.3M
42,937
建仓
AXP
AMERICAN EXPRESS CO COM
+$2.3M
8,405
增持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$2.2M
16,917
+65%
清仓
ADP
AUTOMATIC DATA PROCESSING IN COM
-$2.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.2M
9,534
+76%
建仓
—
EQ/EQUITY 500 INDEX
+$2.2M
16,963
增持
—
LINDE PLC SHS
+$2.1M
9,217
+77%
增持
—
UBS GROUP AG SHS
+$2.1M
151,529
+73%
增持
—
METLIFE STOCK INDEX PORTFOLIO
+$2.0M
78,069
+88%
增持
KO
COCA COLA CO COM
+$1.9M
54,632
+75%
增持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$1.9M
18,796
+89%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$1.9M
78,721
+64%
清仓
—
AVIP S&P 500(R) INDEX (GEODE)
-$1.7M
0
-100%
增持
—
LAM RESEARCH CORP COM
+$1.7M
9,974
+65%
增持
PH
PARKER-HANNIFIN CORP COM
+$1.7M
4,676
+81%
增持
AMZN
AMAZON COM INC COM
+$1.6M
26,916
+52%
增持
—
EXXON MOBIL CORP COM
+$1.6M
38,618
+52%
增持
V
VISA INC COM CL A
+$1.6M
14,512
+58%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$1.6M
15,202
+84%
清仓
ELV
ELEVANCE HEALTH INC COM
-$1.5M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.4M
18,372
+87%
清仓
AFG
AMERICAN FINL GROUP INC OHIO COM
-$1.4M
0
-100%
增持
HDV
ISHARES TR CORE HIGH DV ETF
+$1.3M
24,641
+71%
建仓
—
TA WMC US GROWTH
+$1.3M
236,169
增持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
+$1.3M
31,895
+98%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$1.2M
19,738
+82%
建仓
—
TA WMC US GROWTH
+$1.2M
284,108
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.2M
4,189
+92%
建仓
PHM
PULTE GROUP INC COM
+$1.2M
8,355
增持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
+$1.1M
1,565,558
+245%
增持
EIX
EDISON INTL COM
+$1.1M
21,548
+98%
建仓
LEN
LENNAR CORP CL A
+$1.1M
5,844
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$1.1M
22,650
+101%
建仓
—
JNL/MELLON S&P 500 INDEX
+$1.0M
21,951
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.0M
6,082
+95%
增持
AMGN
AMGEN INC COM
+$999.0K
6,284
+91%
增持
QRVO
QORVO INC COM
+$998.0K
17,430
+152%
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$978.0K
10,561
+97%
清仓
KR
KROGER CO COM
-$972.0K
0
-100%
清仓
SGUXX
SCHWAB CHARLES FAMIL GOVT MMKT
-$967.0K
0
-100%
建仓
VDIGX
VANGUARD DIVIDEND GROWTH FD
+$936.0K
22,387
清仓
—
EQ/AB SHORT DUR GOV BOND
-$914.0K
0
-100%
建仓
—
SSG S&P 500 INDEX
+$810.0K
3,436
建仓
PRGFX
GROWTH STOCK
+$797.0K
7,495
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$775.0K
3,548
+90%
增持
—
METLIFE STOCK INDEX PORTFOLIO
+$768.0K
31,447
+71%
清仓
—
PIMCO SHORT-TERM PORTFOLIO
-$709.0K
0
-100%
清仓
—
WESTERN ASSET MANAGEMENT US GOVERNME
-$696.0K
0
-100%
建仓
VBILX
VANGUARD INTERM TERM BOND INDEX FUND ADMIRAL SHAR
+$693.0K
65,483
建仓
—
GUARANTEED INTEREST ACCT
+$641.0K
640,891
建仓
—
EQ/GROWTH STRATEGY
+$640.0K
23,405
清仓
—
EQ/EQUITY 500 INDEX
-$614.0K
0
-100%
建仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
+$537.0K
79,659
增持
HD
HOME DEPOT INC COM
+$532.0K
3,675
+32%
清仓
PAYX
PAYCHEX INC COM
-$511.0K
0
-100%
清仓
—
EQ/AB SHORT DUR GOV BOND
-$453.0K
0
-100%
建仓
IWL
ISHARES TR RUS TOP 200 ETF
+$426.0K
3,032
建仓
—
BLACKROCK EQUITY DIVIDEND V.I. FUND - CL
+$404.0K
14,267
建仓
—
500 INDEX
+$401.0K
7,878
建仓
—
TAJPMGNENINDX
+$383.0K
64,460
清仓
—
500 INDEX
-$380.0K
0
-100%
清仓
—
AVIP FEDERATED CORE PLUS BOND
-$374.0K
0
-100%
建仓
VVIAX
VANGUARD INDEX TR VALU INDEX ADM
+$353.0K
5,176
建仓
—
EQ/EQUITY 500 INDEX
+$346.0K
3,147
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$345.0K
702
建仓
RTX
RTX CORPORATION COM
+$335.0K
2,768
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$333.0K
3,979
建仓
NFLX
NETFLIX INC COM
+$310.0K
437
建仓
—
ARISTA NETWORKS INC COM
+$309.0K
806
建仓
UBER
UBER TECHNOLOGIES INC COM
+$306.0K
4,072
建仓
—
EQ/EQUITY 500 INDEX
+$305.0K
5,332
清仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
-$304.0K
0
-100%
建仓
KKR
KKR & CO INC COM
+$304.0K
2,327
建仓
GE
GE AEROSPACE COM NEW
+$298.0K
1,580
清仓
—
EQ/EQUITY 500 INDEX
-$294.0K
0
-100%
建仓
QCOM
QUALCOMM INC COM
+$285.0K
1,678
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$285.0K
576
建仓
HCA
HCA HEALTHCARE INC COM
+$282.0K
695
建仓
PGR
PROGRESSIVE CORP COM
+$281.0K
1,109
建仓
—
JENNISON GROWTH PORT
+$279.0K
3,942
建仓
NOW
SERVICENOW INC COM
+$278.0K
311
建仓
—
500 INDEX
+$275.0K
5,569
建仓
CLBAX
AMERICAN BALANCED FUND-529A
+$272.0K
7,514
建仓
—
AMERICAN FUNDS GROWTH-INCOME-CLASS 2
+$272.0K
31,319
建仓
MFEGX
MFS GROWTH FUND-A
+$264.0K
1,335
建仓
MELI
MERCADOLIBRE INC COM
+$263.0K
128
清仓
—
500 INDEX
-$261.0K
0
-100%
建仓
—
AM FUNDS WASHGTN MUT INV CL 2
+$253.0K
62,240
建仓
—
S&P500INDEXFUND
+$250.0K
250,333
建仓
—
FIDELITY CONTRAFUND
+$245.0K
42,299
建仓
—
TA WMC US GROWTH
+$242.0K
5,431
增持
—
WESTERN ASSET MANAGEMENT U.S. GOVERNME
+$240.0K
26,102
+111%
建仓
—
TA S&P 500 INDEX
+$235.0K
9,860
清仓
—
EQ/QUALITY BOND PLUS
-$233.0K
0
-100%
建仓
—
AMER FUND AA FUND
+$229.0K
75,584
建仓
JNJ
JOHNSON & JOHNSON COM
+$220.0K
1,360
