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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 28
减持 50
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
—
UNITED STATES TREAS BILLS
+$95.0M
95,761,000
清仓
—
US TREASURY BILL25U S T BILL DUE 06/03/25
-$89.4M
0
-100%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P500
+$19.3M
503,396
+92%
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
AVGO
BROADCOM INC COM
+$17.4M
170,007
-3%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$17.1M
7,792
-80%
减持
MSFT
MICROSOFT CORP COM
+$15.5M
132,422
-1%
建仓
IWF
ISHARES TR RUS 1000 GRW ETF
+$8.5M
19,941
增持
META
META PLATFORMS INC CL A
+$6.8M
18,433
+55%
减持
NEE
NEXTERA ENERGY INC COM
-$6.4M
26,125
-78%
增持
ORCL
ORACLE CORP COM
+$5.8M
47,716
+43%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$5.5M
3,390
-82%
建仓
—
EQ/EQUITY 500 INDEX
+$5.3M
127,427
清仓
IAK
ISHARES TR U.S. INSRNCE ETF
-$5.0M
0
-100%
建仓
—
PIMCO SHORT-TERM PORTFOLIO
+$4.9M
230,801
建仓
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$4.7M
12,895
清仓
WMB
WILLIAMS COS INC COM
-$4.7M
0
-100%
减持
KLAC
KLA CORP COM NEW
+$4.6M
21,818
-1%
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$4.4M
58,760
+147%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$4.4M
61,006
+4%
清仓
—
EQ/EQUITY 500 INDEX
-$4.0M
0
-100%
建仓
—
MULTMGR TECHNOLOGY
+$4.0M
85,909
减持
AAPL
APPLE INC COM
-$3.7M
199,737
-1%
增持
SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
+$3.7M
22,737,391
+20%
减持
NVDA
NVIDIA CORPORATION COM
+$3.3M
72,114
-4%
减持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
-$3.0M
42,257
-58%
清仓
—
EQ/EQUITY 500 INDEX
-$2.9M
0
-100%
清仓
—
AVIP S&P 500(R) INDEX (GEODE)
-$2.8M
0
-100%
减持
EVR
EVERCORE INC CLASS A
+$2.7M
38,955
-1%
减持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$2.5M
37,717
-0%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$2.5M
102,259
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$2.5M
73,428
-0%
建仓
—
AVIP S&P 500(R) INDEX (GEODE)
+$2.4M
41,853
建仓
—
EQ/EQUITY 500 INDEX
+$2.3M
16,864
减持
—
EATON CORP PLC SHS
+$2.2M
26,921
-1%
建仓
LPLA
LPL FINL HLDGS INC COM
+$2.2M
5,921
增持
OEF
ISHARES TR S&P 100 ETF
+$2.2M
54,897
+3%
清仓
—
AVIP S&P 500(R) INDEX (GEODE)
-$2.2M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$2.1M
0
-100%
清仓
—
EQ/EQUITY 500 INDEX
-$2.1M
0
-100%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.1M
32,722
+1%
清仓
AMGN
AMGEN INC COM
-$2.0M
0
-100%
增持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$1.8M
60,409,348
+3%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.8M
20,295
+1%
减持
IYW
ISHARES TR U.S. TECH ETF
+$1.6M
51,250
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.6M
24,082
+3%
清仓
—
PIMCO SHORT-TERM PORTFOLIO
-$1.5M
0
-100%
清仓
EIX
EDISON INTL COM
-$1.4M
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$1.3M
27,236
建仓
—
JNL/MELLON S&P 500 INDEX
+$1.1M
21,951
减持
ABBV
ABBVIE INC COM
-$1.1M
43,451
-1%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$1.1M
42,431
-1%
清仓
—
JNL/MELLON S&P 500 INDEX
-$996.0K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$971.0K
43,711
+0%
减持
URI
UNITED RENTALS INC COM
+$921.0K
8,326
-3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$896.0K
41,560
+0%
清仓
—
EQ/AB SHORT DUR GOV BOND
-$893.0K
0
-100%
建仓
—
SSG S&P 500 INDEX
+$869.0K
3,434
增持
AMZN
AMAZON COM INC COM
+$856.0K
28,265
+1%
减持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$818.0K
139,449
-0%
清仓
—
SSG S&P 500 INDEX
-$787.0K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$739.0K
25,928
-1%
减持
—
TAJPMGNENINDX
+$723.0K
1,151,714
-1%
清仓
—
UNITED STATES TREAS BILLS
-$701.0K
0
-100%
减持
—
DWS EQUITY 500 INDEX VIP
+$697.0K
139,597
-0%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$667.0K
2,264
建仓
—
GUARANTEED INTEREST ACCT
+$658.0K
657,838
增持
PG
PROCTER AND GAMBLE CO COM
+$655.0K
14,623
+49%
清仓
—
GUARANTEED INTEREST ACCT
-$652.0K
0
-100%
建仓
—
EQ/GROWTH STRATEGY
+$596.0K
21,609
增持
JPM
JPMORGAN CHASE & CO. COM
+$588.0K
2,897
+182%
清仓
—
EQ/GROWTH STRATEGY
-$578.0K
0
-100%
减持
FTNT
FORTINET INC COM
+$573.0K
64,519
-1%
建仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
+$572.0K
79,659
减持
BX
BLACKSTONE INC COM
+$534.0K
58,497
-0%
建仓
GEV
GE VERNOVA INC COM
+$533.0K
1,007
清仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
-$523.0K
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N CL A
+$522.0K
1,278
清仓
RTX
RTX CORPORATION COM
-$522.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP COM
+$517.0K
2,432
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$515.0K
0
-100%
建仓
CSCO
CISCO SYS INC COM
+$513.0K
7,393
清仓
FISV
FISERV INC COM
-$504.0K
0
-100%
增持
MAGS
LISTED FDS TR ROUNDHILL MAGNIF
+$499.0K
49,950
+1%
建仓
MELI
MERCADOLIBRE INC COM
+$499.0K
191
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$496.0K
9,503
-1%
建仓
WELL
WELLTOWER INC COM
+$490.0K
3,185
建仓
NOW
SERVICENOW INC COM
+$488.0K
475
减持
BRO
BROWN & BROWN INC COM
-$482.0K
30,113
-2%
清仓
MS
MORGAN STANLEY COM NEW
-$474.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$467.0K
0
-100%
增持
AMP
AMERIPRISE FINL INC COM
+$466.0K
8,551
+1%
建仓
DE
DEERE & CO COM
+$465.0K
915
增持
MPWR
MONOLITHIC PWR SYS INC COM
+$463.0K
2,930
+1%
清仓
TMUS
T-MOBILE US INC COM
-$462.0K
0
-100%
建仓
—
500 INDEX
+$427.0K
7,843
清仓
ANET
ARISTA NETWORKS INC COM SHS
-$425.0K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$424.0K
143,503
-3%
增持
BLK
BLACKROCK INC COM
+$402.0K
3,514
+1%
减持
PANW
PALO ALTO NETWORKS INC COM
+$390.0K
11,876
-1%
减持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$388.0K
18,484
-1%
清仓
—
500 INDEX
-$387.0K
0
-100%
清仓
—
AVIP FEDERATED CORE PLUS BOND
-$375.0K
0
-100%
建仓
—
EQ/EQUITY 500 INDEX
+$364.0K
3,102
减持
COR
CENCORA INC COM
+$357.0K
28,153
-3%
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
-$341.0K
2,099,873
-14%
清仓
WPC
WP CAREY INC COM
-$330.0K
0
-100%
清仓
—
EQ/EQUITY 500 INDEX
-$330.0K
0
-100%
减持
PH
PARKER-HANNIFIN CORP COM
+$321.0K
4,482
-3%
建仓
—
EQ/EQUITY 500 INDEX
+$317.0K
5,171
增持
—
MetLife Stock Index Portfolio
+$312.0K
45,652
+4%
建仓
—
500 INDEX
+$293.0K
5,541
清仓
—
EQ/EQUITY 500 INDEX
-$290.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$288.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO COM
+$287.0K
7,188
-4%
减持
FEZ
SPDR INDEX SHS FDS EURO STOXX 50
+$287.0K
88,188
-4%
清仓
—
MULTMGR TECHNOLOGY
-$268.0K
0
-100%
清仓
—
500 INDEX
-$265.0K
0
-100%
减持
DGRO
ISHARES TR CORE DIV GRWTH
+$256.0K
221,458
-2%
建仓
GLD
SPDR GOLD TR GOLD SHS
+$250.0K
819
建仓
IAU
ISHARES GOLD TR ISHARES NEW
+$239.0K
3,831
建仓
SGOL
ETFS GOLD TR PHYSCL GOLD SHS
+$237.0K
7,507
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$231.0K
45,713
-10%
清仓
VGHCX
VANGUARD HEALTH CARE INV
-$229.0K
0
-100%
清仓
—
EQ/QUALITY BOND PLUS
-$227.0K
0
-100%
减持
VFIAX
VANGUARD 500 INDEX FUND ADMIRAL SHARES
-$224.0K
388
-55%
建仓
SCHB
SCHWAB STRATEGIC TR US BRD MKT ETF
+$219.0K
9,182
清仓
—
EQ/LARGE CAP GROWTH INDEX
-$210.0K
0
-100%
清仓
—
UNITED STATES TREAS BILLS
-$202.0K
0
-100%
清仓
—
US TREASURY BILL25U S T BILL DUE 06/17/25
-$202.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP COM
+$198.0K
9,722
+1%
增持
PAYX
PAYCHEX INC COM
-$198.0K
26,459
+1%
增持
IAI
ISHARES TR US BR DEL SE ETF
+$163.0K
5,089
+2%
减持
NFLX
NETFLIX INC COM
+$158.0K
499
-9%
建仓
—
FORD MTR CO DEL
+$136.0K
126,000
减持
WMT
WALMART INC COM
+$132.0K
15,088
-1%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$129.0K
21,757
+1%
减持
—
TAJPMGNENINDX
+$127.0K
329,388
-2%
减持
—
Western Asset Management U.S. Governme
-$117.0K
56,251
-12%
增持
XMMO
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM
+$109.0K
6,107
+3%
减持
COST
COSTCO WHSL CORP NEW COM
+$105.0K
19,556
-4%
减持
MA
MASTERCARD INCORPORATED CL A
+$93.0K
30,054
-2%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$89.0K
3,064
-0%
减持
GE
GE AEROSPACE COM NEW
+$71.0K
2,115
-10%
减持
VVIAX
VANGUARD INDEX TR VALU INDEX ADM
-$68.0K
4,705
-19%
增持
HDV
ISHARES TR CORE HIGH DV ETF
-$65.0K
26,659
+1%
增持
GILD
GILEAD SCIENCES INC COM
+$65.0K
4,747
+15%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$62.0K
4,097
-30%
减持
PM
PHILIP MORRIS INTL INC COM
+$60.0K
3,147
-3%
减持
V
VISA INC COM CL A
-$57.0K
13,940
-2%
减持
APP
APPLOVIN CORP COM CL A
+$44.0K
1,307
-16%
