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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 59
减持 44
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
—
UNITED STATES TREAS BILLS
+$82.6M
83,253,000
清仓
—
UNITED STATES TREAS BILLS
-$77.1M
0
-100%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$21.4M
131,402
+40%
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
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
-$20.1M
34,734,549
-37%
建仓
—
CASH
+$16.2M
16,231,118
减持
SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
-$12.5M
22,771,517
-35%
减持
AVGO
BROADCOM INC COM
+$10.6M
181,214
-1%
清仓
—
LAM RESEARCH CORP COM
-$8.1M
0
-100%
建仓
VONE
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX
+$7.9M
29,719
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$7.2M
100,362
减持
—
NXP SEMICONDUCTORS N V COM
-$4.9M
11,145
-63%
建仓
FTNT
FORTINET INC COM
+$4.7M
50,076
清仓
—
UBS GROUP AG SHS
-$4.7M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$4.6M
9,589
-40%
增持
AAPL
APPLE INC COM
+$4.6M
202,301
+2%
清仓
—
LINDE PLC SHS
-$4.4M
0
-100%
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
-$4.3M
4,010,789
-52%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$4.3M
51,770
+1201%
清仓
CDNS
CADENCE DESIGN SYSTEM INC COM
-$4.1M
0
-100%
清仓
KO
COCA COLA CO COM
-$3.9M
0
-100%
建仓
PAYX
PAYCHEX INC COM
+$3.7M
26,439
减持
—
EXXON MOBIL CORP COM
-$3.6M
8,666
-78%
建仓
BLK
BLACKROCK INC COM
+$3.5M
3,452
建仓
AMP
AMERIPRISE FINL INC COM
+$3.4M
6,410
减持
KLAC
KLA CORP COM NEW
-$3.3M
22,191
-0%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$3.2M
28,294
+29%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.8M
32,574
+14%
增持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$2.1M
73,177
+11%
增持
OEF
ISHARES TR S&P 100 ETF
+$1.9M
54,842
+9%
建仓
MAGS
LISTED FD TR ROUNDHILL MAGNIF
+$1.7M
30,990
增持
IYW
ISHARES TR U.S. TECH ETF
+$1.7M
50,410
+20%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.7M
18,519
+16%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$1.5M
99,557
+26%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$1.5M
12,919
-30%
建仓
ORCL
ORACLE CORP COM
+$1.4M
8,678
增持
META
META PLATFORMS INC CL A
+$1.3M
12,493
+20%
增持
SPYM
SPDR SER TR PORTFOLIO S&P500
+$1.3M
258,458
+6%
增持
NEE
NEXTERA ENERGY INC COM
-$1.3M
112,648
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$1.3M
71,541
+4%
清仓
PHM
PULTE GROUP INC COM
-$1.2M
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.1M
44,284
+1%
减持
BX
BLACKSTONE INC COM
+$1.1M
59,689
-0%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.1M
6,015
+44%
清仓
LEN
LENNAR CORP CL A
-$1.1M
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.1M
31,138
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
41,634
+2%
减持
MPWR
MONOLITHIC PWR SYS INC COM
-$1.0M
2,237
-13%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.0M
20,685
+2%
减持
LLY
ELI LILLY & CO COM
-$1.0M
6,285
-5%
增持
AMZN
AMAZON COM INC COM
+$1.0M
27,472
+2%
增持
EVR
EVERCORE INC CLASS A
+$1.0M
39,803
+1%
减持
AMGN
AMGEN INC COM
-$898.0K
4,324
-31%
增持
URI
UNITED RENTALS INC COM
-$883.0K
8,630
+0%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$881.0K
43,296
-1%
增持
WMB
WILLIAMS COS INC COM
+$817.0K
79,532
+4%
建仓
IAI
ISHARES TR US BR DEL SE ETF
+$714.0K
4,954
增持
KMI
KINDER MORGAN INC DEL COM
+$711.0K
122,229
+2%
清仓
VBILX
VANGUARD INTERM TERM BOND INDEX FUND ADMIRAL SHAR
-$693.0K
0
-100%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM
+$678.0K
5,492
增持
V
VISA INC COM CL A
+$624.0K
14,599
+1%
增持
WMT
WALMART INC COM
+$580.0K
14,374
+61%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$526.0K
6,959
建仓
FISV
FISERV INC COM
+$525.0K
2,557
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$492.0K
4,450
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$489.0K
4,424
建仓
APP
APPLOVIN CORP COM CL A
+$468.0K
1,445
增持
AXP
AMERICAN EXPRESS CO COM
+$444.0K
9,175
+9%
增持
MSFT
MICROSOFT CORP COM
-$436.0K
134,908
+1%
建仓
TSLA
TESLA INC COM
+$418.0K
1,035
减持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
-$400.0K
1,166,231
-26%
建仓
LGVAX
LM CM VALUE TRUST CL A
+$381.0K
4,037
增持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$360.0K
140,525
+0%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$350.0K
25,630
+7%
清仓
RTX
RTX CORPORATION COM
-$335.0K
0
-100%
减持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$330.0K
16,822
-1%
清仓
—
ARISTA NETWORKS INC COM
-$309.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$306.0K
0
-100%
减持
IWY
ISHARES TR RUS TP200 GR ETF
+$287.0K
36,331
-3%
清仓
QCOM
QUALCOMM INC COM
-$285.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$285.0K
0
-100%
清仓
HCA
HCA HEALTHCARE INC COM
-$282.0K
0
-100%
清仓
MELI
MERCADOLIBRE INC COM
-$263.0K
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$258.0K
24,329
+7%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$240.0K
3,502
-1%
清仓
JNJ
JOHNSON & JOHNSON COM
-$220.0K
0
-100%
建仓
—
BR EQUITY INDEX
+$211.0K
2,241
增持
GE
GE AEROSPACE COM NEW
+$208.0K
3,033
+92%
建仓
—
UNITED STATES TREAS BILLS
+$201.0K
202,000
建仓
—
UNITED STATES TREAS BILLS
+$200.0K
203,000
建仓
—
UNITED STATES TREAS BILLS
+$200.0K
202,000
增持
PGR
PROGRESSIVE CORP COM
+$197.0K
1,996
+80%
减持
—
AMERICAN FUNDS IS GROWTH FUND - CLASS 4
-$196.0K
5,171
-64%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$191.0K
1,027
+46%
增持
NFLX
NETFLIX INC COM
+$188.0K
559
+28%
增持
NOW
SERVICENOW INC COM
+$187.0K
439
+41%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$176.0K
21,212
+7%
增持
KKR
KKR & CO INC COM
+$171.0K
3,213
+38%
清仓
VMLUX
VANGUARD MUN BD FD INC LTDTR TXEX ADM
-$167.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$163.0K
3,065
+20%
清仓
—
FORD MTR CO DEL GLOBAL NOTE
-$142.0K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
-$139.0K
144,608
-1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$137.0K
12,180
+100%
增持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$130.0K
18,873
+0%
清仓
—
U.S. GOVERNMENT SECURITIES FUND-A
-$124.0K
0
-100%
清仓
—
VANGUARD PA TAX FREE FD LONG TAXEX ADM
-$124.0K
0
-100%
减持
—
DWS EQUITY 500 INDEX VIP
+$122.0K
142,459
-0%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$119.0K
677
-14%
增持
EIX
EDISON INTL COM
-$115.0K
22,066
+2%
增持
—
TAS&P500INDEX
+$114.0K
14,335
+45%
增持
VDIGX
VANGUARD DIVIDEND GROWTH FD
-$91.0K
23,339
+4%
减持
—
EATON CORP PLC SHS
-$89.0K
27,479
-1%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$75.0K
26,853
+0%
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$68.0K
11,019
+4%
减持
—
TAJPMGNENINDX
+$67.0K
1,172,858
-0%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$63.0K
220,350
+3%
增持
BRO
BROWN & BROWN INC COM
+$61.0K
31,235
+4%
减持
HD
HOME DEPOT INC COM
-$60.0K
3,673
-0%
减持
—
METLIFE STOCK INDEX PORTFOLIO
+$59.0K
77,742
-0%
建仓
—
GOVTMONEYMRKTPORT
+$59.0K
44,269
增持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
-$57.0K
32,463
+2%
减持
COR
CENCORA INC COM
-$56.0K
29,087
-1%
减持
—
TAWMCUSGROWTH
+$56.0K
235,132
-0%
减持
—
TAWMCUSGROWTH
+$52.0K
283,100
-0%
减持
WPC
WP CAREY INC COM
-$50.0K
5,233
-3%
减持
—
EQ/EQUITY 500 INDEX
+$50.0K
131,573
-1%
减持
VVIAX
VANGUARD INDEX TR VALU INDEX ADM
-$42.0K
4,705
-9%
增持
PH
PARKER-HANNIFIN CORP COM
+$40.0K
4,709
+1%
增持
HDV
ISHARES TR CORE HIGH DV ETF
+$39.0K
26,165
+6%
减持
—
MULTMGR TECHNOLOGY
+$39.0K
87,036
-1%
减持
—
EQ/GROWTH STRATEGY
-$35.0K
22,370
-4%
增持
VGHCX
VANGUARD HEALTH CARE INV
-$32.0K
1,250
+10%
增持
ABBV
ABBVIE INC COM
+$30.0K
31,853
+12%
增持
FKINX
FRK INC FD CL A1
+$27.0K
23,865
+104%
减持
—
TAAEGONUSGOVSEC
-$22.0K
352,358
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$22.0K
9,729
+2%
减持
IWL
ISHARES TR RUS TOP 200 ETF
-$22.0K
2,789
-8%
减持
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
-$19.0K
1,249,396
-1%
增持
CMLIX
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL
+$17.0K
15,105
+6%
减持
—
TAAEGONUSGOVSEC
-$17.0K
235,787
-0%
清仓
SWGXX
SCHWAB GOVERNMENT MONEY
-$16.0K
0
-100%
建仓
—
SCHWAB GOVERNMENT MONEY
+$15.0K
14,924
减持
—
WESTERN ASSET MANAGEMENT U.S. GOVERNME
-$13.0K
25,992
-0%
增持
MFEGX
MFS GROWTH FUND-A
+$12.0K
1,514
+13%
减持
—
TAWMCUSGROWTH
+$11.0K
5,430
-0%
减持
—
AVIP S&P 500(R) INDEX (GEODE)
+$11.0K
42,323
-1%
减持
—
METLIFE STOCK INDEX PORTFOLIO
-$11.0K
44,937
-2%
减持
—
PIMCO SHORT-TERM PORTFOLIO
+$10.0K
178,065
-1%
增持
—
WESTERN ASSET MANAGEMENT U.S. GOVERNME
-$8.0K
63,053
+2%
减持
RACXX
AF U.S. GOVERNMENT MONEY MARKET-R3
-$7.0K
19,018
-26%
增持
—
GUARANTEED INTEREST ACCT
+$5.0K
646,490
+1%
