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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 144 项
建仓 8
增持 72
减持 42
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
—
UNITED STATES TREAS BILLS
+$100.8M
101,371,000
清仓
—
UNITED STATES TREAS BILLS
-$93.6M
0
-100%
建仓
SPYG
SPDR SER TR STATE STR SPDR PORTFOLIO S&P 500 GROWTH ETF
+$7.6M
71,119
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。
清仓
FTNT
FORTINET INC COM
-$5.6M
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$4.5M
59,950
+2%
增持
AAPL
APPLE INC COM
+$4.4M
205,198
+2%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$4.1M
105,571
+2%
增持
MSFT
MICROSOFT CORP COM
-$3.7M
135,600
+1%
增持
ORCL
ORACLE CORP COM
-$3.5M
55,441
+9%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$3.3M
64,811
+6%
增持
GOOG
ALPHABET INC CAP STK CL C
+$3.2M
43,004
+2%
增持
KLAC
KLA CORP COM NEW
+$3.1M
22,077
+0%
增持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
+$2.5M
4,314,586
+136%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.3M
35,369
+8%
减持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
-$2.0M
49,935,279
-4%
增持
OEF
ISHARES TR S&P 100 ETF
+$1.8M
59,447
+6%
减持
AVGO
BROADCOM INC COM
+$1.6M
166,160
-2%
减持
SPYM
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF
-$1.6M
530,805
-6%
减持
—
EATON CORP PLC SHS
-$1.6M
27,031
-1%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$1.5M
18,261
-16%
增持
SWOXX
SCHWAB CHARLES FAMIL MUNI MONEY
+$1.5M
24,793,268
+7%
减持
BX
BLACKSTONE INC COM
-$1.5M
67,835
-3%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$1.4M
38,323
+1%
增持
AJG
GALLAGHER ARTHUR J & CO COM
-$1.3M
26,549
+1%
增持
COST
COSTCO WHOLESALE CORPORATION COM
-$1.3M
19,959
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.1M
36,284
+2%
增持
URI
UNITED RENTALS INC COM
-$1.1M
8,595
+2%
减持
—
EQ/EQUITY 500 INDEX
-$1.1M
77,402
-39%
减持
AMP
AMERIPRISE FINL INC COM
-$982.0K
6,933
-22%
增持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$981.0K
75,888
+3%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$957.0K
21,703
+5%
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$864.0K
67,918
+14%
增持
COR
CENCORA INC COM
+$855.0K
28,856
+1%
增持
META
META PLATFORMS INC CL A
+$796.0K
22,071
+18%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$706.0K
232,238
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$702.0K
31,587
+4%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$692.0K
0
-100%
增持
IYW
ISHARES TR U.S. TECH ETF
+$673.0K
53,941
+5%
清仓
WDC
WESTERN DIGITAL CORP COM
-$672.0K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$655.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
-$647.0K
0
-100%
增持
PH
PARKER-HANNIFIN CORP COM
+$605.0K
4,613
+1%
增持
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$599.0K
52,890
+5%
清仓
NFLX
NETFLIX INC COM
-$585.0K
0
-100%
清仓
GEV
GE VERNOVA INC COM
-$556.0K
0
-100%
清仓
DASH
DOORDASH INC CL A
-$553.0K
0
-100%
清仓
HWM
HOWMET AEROSPACE INC COM
-$550.0K
0
-100%
清仓
TPR
TAPESTRY INC COM
-$523.0K
0
-100%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN COM CL A
-$521.0K
0
-100%
清仓
JBL
JABIL INC COM
-$521.0K
0
-100%
清仓
NRG
NRG ENERGY INC COM NEW
-$519.0K
0
-100%
清仓
VST
VISTRA CORP COM
-$508.0K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP COM
-$507.0K
0
-100%
清仓
RL
RALPH LAUREN CORP CL A
-$489.0K
0
-100%
清仓
AXON
AXON ENTERPRISE INC COM
-$485.0K
0
-100%
增持
AMZN
AMAZON COM INC COM
+$481.0K
29,596
+2%
清仓
—
CARNIVAL CORP UNIT 99/99/9999
-$462.0K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$445.0K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$349.0K
145,703
+1%
增持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$342.0K
143,580
+1%
增持
EVR
EVERCORE INC CLASS A
+$336.0K
40,105
+2%
清仓
—
EQ/EQUITY 500 INDEX
-$336.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$334.0K
1,561
增持
AXP
AMERICAN EXPRESS CO COM
+$334.0K
7,512
+2%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$272.0K
8,166
+3%
增持
MAGS
LISTED FDS TR ROUNDHILL MAGNIF
+$263.0K
53,534
+6%
建仓
AIQ
GLOBAL X FDS ARTIFICIAL ETF
+$248.0K
4,876
建仓
IGPT
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN
+$243.0K
4,090
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$240.0K
24,248
+5%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$240.0K
44,080
+2%
增持
V
VISA INC COM CL A
+$236.0K
14,400
+2%
增持
XMMO
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM
+$234.0K
7,908
+24%
增持
IAI
ISHARES TR US BR DEL SE ETF
+$224.0K
6,407
+23%
建仓
APH
AMPHENOL CORP NEW CL A
+$215.0K
1,589
增持
ABBV
ABBVIE INC COM
+$214.0K
45,911
+3%
建仓
INTC
INTEL CORP COM
+$212.0K
5,751
增持
HD
HOME DEPOT INC COM
-$209.0K
3,649
+1%
建仓
ESGU
ISHARES TR ESG AWR MSCI USA
+$202.0K
1,359
增持
NVDA
NVIDIA CORPORATION COM
+$198.0K
73,935
+2%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$197.0K
30,397
+6%
增持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$172.0K
13,073
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$169.0K
10,028
+3%
减持
—
TAJPMGNENINDX
+$169.0K
1,145,621
-0%
增持
LLY
ELI LILLY & CO COM
+$164.0K
460
+6%
减持
—
DWS EQUITY 500 INDEX VIP
+$155.0K
135,788
-0%
增持
HDV
ISHARES TR CORE HIGH DV ETF
+$155.0K
29,417
+5%
减持
FEZ
SPDR INDEX SHS FDS EURO STOXX 50
+$152.0K
88,062
-1%
增持
BLK
BLACKROCK INC COM
-$133.0K
3,837
+5%
减持
QRVO
QORVO INC COM
-$120.0K
17,123
-0%
增持
WMB
WILLIAMS COS INC COM
-$109.0K
83,755
+3%
减持
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
-$103.0K
1,387,259
-7%
增持
TDIV
FIRST TR EXCHANGE TRADED FD NASD TECH DIV
+$99.0K
27,616
+6%
减持
—
MULTMGR TECHNOLOGY
-$98.0K
79,914
-6%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$97.0K
3,064
-11%
增持
PG
PROCTER & GAMBLE CO COM
-$96.0K
11,721
+1%
减持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$90.0K
18,357
-1%
增持
—
EXXON MOBIL CORP COM
+$84.0K
8,816
+2%
减持
—
MetLife Stock Index Portfolio
+$79.0K
77,401
-0%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$78.0K
44,418
+2%
增持
CHAT
TIDAL TRUST II ROUNDHILL GENER
+$52.0K
4,506
+29%
减持
WMT
WALMART INC COM
+$49.0K
9,481
-3%
增持
PANW
PALO ALTO NETWORKS INC COM
-$48.0K
13,146
+8%
减持
LPLA
LPL FINL HLDGS INC COM
-$42.0K
6,096
-9%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$41.0K
3,043
-5%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$39.0K
3,280
-4%
增持
KMI
KINDER MORGAN INC DEL COM
-$36.0K
119,346
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$35.0K
1,388
+2%
增持
IWL
ISHARES TR RUS TOP 200 ETF
+$32.0K
2,535
+5%
减持
—
PIMCO SHORT-TERM ADM
+$27.0K
227,849
-1%
增持
BSX
BOSTON SCIENTIFIC CORP COM
-$27.0K
47,607
+2%
增持
CLBAX
AMERICAN BALANCED FUND-529A
+$26.0K
9,141
+11%
增持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
+$23.0K
33,230
+3%
增持
—
Western Asset Management U.S. Governme
+$23.0K
64,613
+2%
减持
—
TAJPMGNENINDX
+$20.0K
323,279
-1%
减持
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
-$20.0K
1,150,304
-2%
减持
—
AVIP S&P 500(R) INDEX (GEODE) I
+$20.0K
41,225
-1%
减持
—
EQ/GROWTH STRATEGY
-$19.0K
20,301
-4%
减持
—
TAWMCUSGROWTH
+$14.0K
234,206
-0%
增持
SWPPX
SCHWAB S&P 500 INDEX FUND SELECT CLASS
+$14.0K
30,652
+1%
减持
—
TAWMCUSGROWTH
+$13.0K
281,902
-0%
清仓
—
SCHWAB GOVERNMENT MONEY
-$12.0K
0
-100%
减持
SGOL
ETFS GOLD TR PHYSCL GOLD SHS
-$12.0K
5,317
-15%
减持
IAU
ISHARES GOLD TR ISHARES NEW
-$11.0K
2,723
-15%
减持
JPM
JPMORGAN CHASE & CO. COM
-$10.0K
1,053
-5%
减持
GLD
SPDR GOLD TR GOLD SHS
-$10.0K
599
-14%
增持
SYK
STRYKER CORPORATION COM
-$8.0K
608
+1%
增持
VFIAX
VANGUARD 500 INDEX FUND ADMIRAL SHARES
+$7.0K
390
+0%
增持
—
GUARANTEED INTEREST ACCT
+$6.0K
669,798
+1%
减持
—
500 INDEX
+$5.0K
5,292
-0%
增持
LMT
LOCKHEED MARTIN CORP COM
-$5.0K
10,350
+3%
减持
—
TAWMCUSGROWTH
+$4.0K
5,429
-0%
减持
—
TAAEGONUSGOVSEC
-$3.0K
336,031
-1%
减持
—
MetLife Stock Index Portfolio
-$3.0K
41,969
-2%
减持
—
EQ/EQUITY 500 INDEX
+$2.0K
3,053
-2%
增持
MFEGX
MFS GROWTH FUND-A
-$2.0K
1,774
+15%
增持
RACXX
AF U.S. GOVERNMENT MONEY MARKET-R3
+$2.0K
26,035
+7%
减持
—
FIDELITYCONTRAFUND
+$1.0K
40,232
-2%
减持
—
Western Asset Management U.S. Governme
+$1.0K
25,878
-0%
减持
—
AMERFUNDAAFUND
+$1.0K
68,286
-2%
增持
AFAXX
AF U.S. GOVERNMENT MONEY MARKET-A
+$1.0K
26,586
+3%
减持
—
DWS GOVT MONEY MARKET VIP
+$1.0K
26,320
-0%
增持
FKINX
FRK INC FD CL A1
+$0
12,540
+2%
增持
CMLIX
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL
+$0
15,481
+7%
减持
—
TAAEGONUSGOVSEC
+$0
225,844
-0%
