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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 70
减持 36
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
—
UNITED STATES TREAS BILLS
-$95.0M
0
-100%
建仓
—
UNITED STATES TREAS BILLS
+$93.6M
94,210,000
增持
AAPL
APPLE INC COM
+$10.4M
201,857
+1%
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
+$9.0M
169,381
-0%
减持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
-$8.5M
51,905,024
-14%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P500
+$7.6M
564,067
+12%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$6.6M
58,862
+35%
建仓
WMB
WILLIAMS COS INC COM
+$5.1M
81,199
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$4.5M
35,537
+48%
增持
KLAC
KLA CORP COM NEW
+$4.2M
21,993
+1%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$4.0M
103,993
+2%
清仓
PAYX
PAYCHEX INC COM
-$3.8M
0
-100%
增持
ORCL
ORACLE CORP COM
+$3.8M
50,775
+6%
建仓
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$3.6M
50,188
增持
MSFT
MICROSOFT CORP COM
+$3.4M
133,767
+1%
清仓
BRO
BROWN & BROWN INC COM
-$3.3M
0
-100%
增持
BX
BLACKSTONE INC COM
+$3.2M
69,811
+19%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.9M
42,087
+1%
增持
EVR
EVERCORE INC CLASS A
+$2.8M
39,458
+1%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$2.7M
60,984
-0%
建仓
TDIV
FIRST TR EXCHANGE TRADED FD NASD TECH DIV
+$2.6M
26,114
清仓
LVHI
LEGG MASON ETF INVT FRANKLIN INTL LW
-$2.5M
0
-100%
增持
ABBV
ABBVIE INC COM
+$2.2M
44,379
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$2.2M
72,841
+1%
清仓
MPWR
MONOLITHIC PWR SYS INC COM
-$2.1M
0
-100%
增持
OEF
ISHARES TR S&P 100 ETF
+$1.9M
55,952
+2%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$1.8M
37,891
+0%
清仓
NEE
NEXTERA ENERGY INC COM
-$1.8M
0
-100%
增持
URI
UNITED RENTALS INC COM
+$1.8M
8,425
+1%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$1.7M
21,689
+9%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$1.6M
32,740
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$1.5M
73,702
+0%
增持
FTNT
FORTINET INC COM
-$1.3M
66,122
+2%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.3M
226,440
+2%
增持
IYW
ISHARES TR U.S. TECH ETF
+$1.2M
51,558
+1%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.2M
20,612
+2%
增持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$904.0K
142,013
+2%
增持
COST
COSTCO WHSL CORP NEW COM
-$887.0K
19,957
+2%
建仓
WDC
WESTERN DIGITAL CORP COM
+$672.0K
5,598
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$667.0K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$655.0K
2,024
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
+$647.0K
2,742
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$631.0K
59,806
+2%
减持
—
TAJPMGNENINDX
+$613.0K
1,149,492
-0%
清仓
PM
PHILIP MORRIS INTL INC COM
-$573.0K
0
-100%
增持
—
EATON CORP PLC SHS
+$559.0K
27,172
+1%
减持
PG
PROCTER AND GAMBLE CO COM
-$554.0K
11,559
-21%
增持
BLK
BLACKROCK INC COM
+$553.0K
3,637
+4%
建仓
DASH
DOORDASH INC CL A
+$553.0K
2,034
清仓
TSLA
TESLA INC COM
-$551.0K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC COM
+$550.0K
2,805
清仓
GE
GE AEROSPACE COM NEW
-$544.0K
0
-100%
清仓
T
AT&T INC COM
-$541.0K
0
-100%
增持
SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
+$541.0K
23,278,298
+2%
清仓
GILD
GILEAD SCIENCES INC COM
-$526.0K
0
-100%
建仓
TPR
TAPESTRY INC COM
+$523.0K
4,623
清仓
CHTR
CHARTER COMMUNICATIONS INC N CL A
-$522.0K
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN COM CL A
+$521.0K
7,571
建仓
JBL
JABIL INC COM
+$521.0K
2,400
建仓
NRG
NRG ENERGY INC COM NEW
+$519.0K
3,207
清仓
COF
CAPITAL ONE FINL CORP COM
-$517.0K
0
-100%
清仓
CSCO
CISCO SYS INC COM
-$513.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP COM
+$508.0K
10,038
+3%
建仓
VST
VISTRA CORP COM
+$508.0K
2,594
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$507.0K
1,541
增持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$502.0K
12,981
+1%
清仓
MELI
MERCADOLIBRE INC COM
-$499.0K
0
-100%
增持
MAGS
LISTED FDS TR ROUNDHILL MAGNIF
+$497.0K
50,389
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
-$491.0K
1,107
-62%
清仓
WELL
WELLTOWER INC COM
-$490.0K
0
-100%
建仓
RL
RALPH LAUREN CORP CL A
+$489.0K
1,559
清仓
NOW
SERVICENOW INC COM
-$488.0K
0
-100%
建仓
AXON
AXON ENTERPRISE INC COM
+$485.0K
676
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$483.0K
7,951
+2%
减持
WMT
WALMART INC COM
-$468.0K
9,773
-35%
清仓
DE
DEERE & CO COM
-$465.0K
0
-100%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$464.0K
43,064
+1%
建仓
—
CARNIVAL CORP UNIT 99/99/9999
+$462.0K
15,966
清仓
APP
APPLOVIN CORP COM CL A
-$458.0K
0
-100%
增持
COR
CENCORA INC COM
+$449.0K
28,448
+1%
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$445.0K
4,614
增持
MA
MASTERCARD INCORPORATED CL A
+$441.0K
30,467
+1%
清仓
LGVAX
LM CM VALUE TRUST CL A
-$392.0K
0
-100%
减持
—
DWS EQUITY 500 INDEX VIP
+$378.0K
136,121
-2%
增持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$363.0K
18,520
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$360.0K
144,444
+1%
建仓
WPC
WP CAREY INC COM
+$354.0K
5,233
增持
BSX
BOSTON SCIENTIFIC CORP COM
-$344.0K
46,765
+2%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$340.0K
22,984
+6%
增持
PH
PARKER-HANNIFIN CORP COM
+$319.0K
4,550
+2%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$318.0K
43,445
+3%
增持
HDV
ISHARES TR CORE HIGH DV ETF
+$298.0K
27,944
+5%
减持
—
EQ/EQUITY 500 INDEX
+$283.0K
126,309
-1%
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
-$269.0K
1,830,839
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$256.0K
9,691
+2%
减持
—
MULTMGR TECHNOLOGY
+$252.0K
84,907
-1%
增持
FEZ
SPDR INDEX SHS FDS EURO STOXX 50
+$251.0K
88,836
+1%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$235.0K
28,716
+5%
减持
—
PIMCO SHORT-TERM PORTFOLIO
+$234.0K
230,122
-0%
增持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
+$234.0K
32,116
+3%
增持
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
+$223.0K
1,490,453
+18%
建仓
CHAT
TIDAL TRUST II ROUNDHILL GENER
+$214.0K
3,482
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$193.0K
3,425
+12%
增持
AMP
AMERIPRISE FINL INC COM
-$182.0K
8,921
+4%
减持
—
AVIP S&P 500(R) INDEX (GEODE)
+$182.0K
41,806
-0%
增持
META
META PLATFORMS INC CL A
+$168.0K
18,755
+2%
减持
—
EQ/EQUITY 500 INDEX
+$165.0K
16,778
-1%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$153.0K
3,417
+1%
增持
AJG
GALLAGHER ARTHUR J & CO COM
-$152.0K
26,306
+1%
增持
AXP
AMERICAN EXPRESS CO COM
+$152.0K
7,361
+2%
增持
AMZN
AMAZON COM INC COM
+$149.0K
28,922
+2%
清仓
—
FORD MTR CO DEL
-$136.0K
0
-100%
增持
V
VISA INC COM CL A
-$135.0K
14,101
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$133.0K
3,794
-7%
增持
—
Western Asset Management U.S. Governme
+$129.0K
63,620
+13%
减持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
-$124.0K
1,169,944
-10%
减持
HD
HOME DEPOT INC COM
+$114.0K
3,613
-2%
减持
—
TAJPMGNENINDX
+$100.0K
326,380
-1%
减持
QRVO
QORVO INC COM
+$87.0K
17,203
-1%
减持
NFLX
NETFLIX INC COM
-$83.0K
488
-2%
增持
XMMO
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM
+$75.0K
6,370
+4%
增持
KMI
KINDER MORGAN INC DEL COM
-$70.0K
117,166
+2%
增持
IAI
ISHARES TR US BR DEL SE ETF
+$64.0K
5,229
+3%
建仓
ZOMDF
ZOMEDICA CORP COM
+$50.0K
639,510
增持
SWPPX
SCHWAB S&P 500 INDEX FUND SELECT CLASS
+$47.0K
30,315
+509%
增持
PANW
PALO ALTO NETWORKS INC COM
+$39.0K
12,125
+2%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$39.0K
3,214
+6%
减持
—
TAJPMGNENINDX
+$28.0K
64,262
-0%
减持
—
EQ/GROWTH STRATEGY
+$25.0K
21,253
-2%
减持
—
MetLife Stock Index Portfolio
+$24.0K
42,871
-6%
减持
GEV
GE VERNOVA INC COM
+$23.0K
904
-10%
减持
—
EQ/EQUITY 500 INDEX
+$19.0K
5,082
-2%
增持
VFIAX
VANGUARD 500 INDEX FUND ADMIRAL SHARES
+$18.0K
389
+0%
减持
—
DWS GOVT MONEY MARKET VIP
-$17.0K
26,440
-6%
减持
—
FIDELITYCONTRAFUND
+$16.0K
40,988
-0%
增持
MFEGX
MFS GROWTH FUND-A
+$16.0K
1,546
+2%
增持
—
S&P500INDEXFUND
+$14.0K
264,476
+6%
减持
IWL
ISHARES TR RUS TOP 200 ETF
+$11.0K
2,416
-5%
减持
—
500 INDEX
+$9.0K
5,318
-4%
减持
IAU
ISHARES GOLD TR ISHARES NEW
-$7.0K
3,191
-17%
减持
SGOL
ETFS GOLD TR PHYSCL GOLD SHS
-$7.0K
6,243
-17%
增持
—
GUARANTEED INTEREST ACCT
+$6.0K
663,598
+1%
减持
—
AMERFUNDAAFUND
+$6.0K
69,478
-2%
减持
GLD
SPDR GOLD TR GOLD SHS
-$3.0K
696
-15%
减持
—
TAAEGONUSGOVSEC
+$3.0K
226,417
-1%
减持
CLBAX
AMERICAN BALANCED FUND-529A
+$2.0K
8,203
-4%
增持
FKINX
FRK INC FD CL A1
+$2.0K
12,336
+1%
增持
RACXX
AF U.S. GOVERNMENT MONEY MARKET-R3
+$2.0K
24,258
+8%
减持
—
TAAEGONUSGOVSEC
+$1.0K
339,356
-1%
增持
LPLA
LPL FINL HLDGS INC COM
-$1.0K
6,670
+13%
