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JACKSON THORNTON ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JACKSON THORNTON ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001903880
持仓数
286
前50大市值合计
$1.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
21Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 107 项
建仓 22
增持 46
减持 31
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
DFAT
DIMENSIONAL ETF TRUST
-$28.0M
2,878,712
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$20.4M
4,965,047
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$4.9M
1,720,713
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。
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
-$4.4M
894,652
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$4.3M
1,697,095
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.9M
1,018,611
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.9M
60,559
+196%
增持
DFUS
DIMENSIONAL ETF TRUST
-$2.9M
425,573
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.3M
753,473
+16%
增持
DFAS
DIMENSIONAL ETF TRUST
-$1.9M
308,450
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
302,148
+29%
减持
AAPL
APPLE INC
-$1.4M
21,031
-5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.2M
302,898
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
559,865
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
135,577
+28%
增持
VTIP
VANGUARD MALVERN FDS
+$920.6K
270,485
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$861.1K
103,719
+5%
减持
DFAX
DIMENSIONAL ETF TRUST
-$847.3K
1,535,422
-6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$841.1K
393,778
+3%
减持
NVDA
NVIDIA CORPORATION
-$810.8K
18,878
-7%
增持
DUHP
DIMENSIONAL ETF TRUST
+$715.0K
98,803
+40%
增持
DFIS
DIMENSIONAL ETF TRUST
+$695.0K
68,443
+54%
增持
DIHP
DIMENSIONAL ETF TRUST
+$691.7K
65,357
+54%
建仓
KO
COCA COLA CO
+$623.3K
8,539
增持
BSVO
EA SERIES TRUST
-$608.6K
156,690
+0%
增持
—
EXXON MOBIL CORP
+$560.7K
9,492
+125%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$526.6K
1,795
减持
MSFT
MICROSOFT CORP
-$436.3K
6,412
-3%
增持
JNJ
JOHNSON & JOHNSON
+$419.7K
3,953
+182%
增持
DFAR
DIMENSIONAL ETF TRUST
+$419.2K
313,495
+8%
增持
VLUE
ISHARES TR
+$403.6K
29,150
+25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$381.1K
1,447
-42%
增持
DFNM
DIMENSIONAL ETF TRUST
+$373.7K
22,818
+56%
减持
TSLA
TESLA INC
-$372.7K
1,660
-13%
建仓
QUAL
ISHARES TR
+$363.4K
2,251
清仓
ARCC
ARES CAPITAL CORP
-$334.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$327.8K
3,724
+103%
增持
SCHH
SCHWAB STRATEGIC TR
+$301.3K
460,865
+5%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$294.2K
1,232
增持
AMZN
AMAZON COM INC
-$290.8K
7,877
+5%
建仓
NFLX
NETFLIX INC
+$261.7K
269
建仓
IVV
ISHARES TR
+$256.4K
485
建仓
MDLZ
MONDELEZ INTL INC
+$252.3K
3,748
增持
IDEV
ISHARES TR
+$250.0K
13,140
+30%
减持
META
META PLATFORMS INC
-$247.6K
1,679
-10%
建仓
SCHD
SCHWAB STRATEGIC TR
+$247.5K
9,738
减持
GOOGL
ALPHABET INC
-$242.4K
4,098
-10%
增持
AVGO
BROADCOM INC
-$241.2K
4,204
+2%
建仓
SPY
SPDR S&P 500 ETF TR
+$239.5K
455
清仓
WFC
WELLS FARGO CO NEW
-$236.4K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$234.8K
1,644
建仓
CSCO
CISCO SYS INC
+$230.9K
4,141
建仓
SCHG
SCHWAB STRATEGIC TR
+$224.8K
9,490
建仓
CPB
THE CAMPBELLS COMPANY
+$224.8K
5,990
清仓
BAC
BANK AMERICA CORP
-$223.6K
0
-100%
减持
GOOG
ALPHABET INC
-$222.3K
3,777
-10%
清仓
IWF
ISHARES TR
-$220.9K
0
-100%
建仓
IWD
ISHARES TR
+$219.5K
1,245
建仓
PEP
PEPSICO INC
+$218.8K
1,532
建仓
ABT
ABBOTT LABS
+$207.7K
1,586
建仓
BKNG
BOOKING HOLDINGS INC
+$205.8K
45
建仓
CRM
SALESFORCE INC
+$205.8K
832
建仓
COP
CONOCOPHILLIPS
+$204.8K
2,302
建仓
VTI
VANGUARD INDEX FDS
+$201.0K
777
清仓
QQQ
INVESCO QQQ TR
-$200.9K
0
-100%
建仓
UNP
UNION PAC CORP
+$200.9K
912
增持
AVSC
AMERICAN CENTY ETF TR
-$176.6K
23,580
+4%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$174.4K
11,859
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$171.1K
6,434
+28%
减持
AVDE
AMERICAN CENTY ETF TR
+$161.7K
42,776
-2%
增持
COST
COSTCO WHSL CORP NEW
+$157.8K
448
+43%
增持
SO
SOUTHERN CO
+$135.1K
13,937
+0%
增持
HD
HOME DEPOT INC
+$122.0K
993
+67%
增持
JPM
JPMORGAN CHASE & CO.
+$116.5K
3,183
+23%
清仓
AGNC
AGNC INVT CORP
-$113.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.7K
813
+60%
减持
DX
DYNEX CAP INC
-$111.0K
51,084
-9%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$109.5K
18,357
-24%
减持
PFFA
ETFIS SER TR I
-$107.4K
47,948
-2%
减持
RITM
RITHM CAPITAL CORP
-$92.5K
19,213
-28%
减持
—
UNITI GROUP INC
-$87.9K
87,429
-4%
增持
V
VISA INC
+$86.5K
1,249
+21%
减持
BSV
VANGUARD BD INDEX FDS
-$83.5K
3,723
-23%
增持
IVLU
ISHARES TR
+$76.2K
20,632
+4%
减持
NEWT
NEWTEKONE INC
-$72.2K
26,113
-2%
减持
VNQ
VANGUARD INDEX FDS
-$55.2K
3,227
-14%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$54.8K
36,419
-4%
减持
MPT
MEDICAL PPTYS TRUST INC
-$44.5K
29,510
-43%
增持
SAN
BANCO SANTANDER S.A.
+$31.3K
12,599
+7%
减持
HRZN
HORIZON TECHNOLOGY FIN CORP
-$28.3K
36,089
-2%
增持
COTY
COTY INC
-$27.0K
13,564
+4%
增持
MA
MASTERCARD INCORPORATED
+$25.8K
624
+11%
增持
ABBV
ABBVIE INC
+$24.3K
1,373
+14%
减持
CMCSA
COMCAST CORP NEW
-$23.8K
6,301
-1%
减持
CVX
CHEVRON CORP NEW
-$23.1K
1,504
-5%
增持
LYG
LLOYDS BANKING GROUP PLC
+$22.8K
15,168
+20%
增持
VUG
VANGUARD INDEX FDS
+$22.1K
846
+26%
清仓
—
AGILON HEALTH INC
-$20.8K
0
-100%
清仓
—
CHARGEPOINT HOLDINGS INC
-$14.6K
0
-100%
减持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$12.2K
13,555
-6%
减持
LLY
ELI LILLY & CO
+$11.8K
730
-6%
增持
ITOT
ISHARES TR
+$9.7K
16,487
+13%
增持
DFAE
DIMENSIONAL ETF TRUST
+$8.9K
240,362
+2%
减持
WMT
WALMART INC
+$6.4K
3,279
-1%
增持
IEMG
ISHARES INC
+$5.7K
6,933
+2%
增持
MRK
MERCK & CO INC
-$4.9K
2,989
+25%
减持
DFGR
DIMENSIONAL ETF TRUST
+$4.4K
18,717
-0%
