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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 61
增持 41
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
+$25.9M
4,942,183
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$23.9M
2,857,878
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$7.9M
1,715,438
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%
减持
DFIV
DIMENSIONAL ETF TRUST
+$6.4M
1,672,558
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.9M
907,651
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.9M
432,006
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$4.8M
1,513,637
-1%
减持
DISV
DIMENSIONAL ETF TRUST
+$3.4M
998,879
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.4M
313,707
+2%
减持
DFEM
DIMENSIONAL ETF TRUST
+$3.1M
751,644
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.1M
304,744
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
70,668
+17%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
21,922
+16%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.2M
356,221
+14%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
104,248
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.1M
413,466
+5%
减持
DFAE
DIMENSIONAL ETF TRUST
+$936.6K
238,844
-1%
增持
MSFT
MICROSOFT CORP
+$884.7K
6,530
+2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$822.3K
297,488
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$689.2K
573,230
+2%
清仓
KO
COCA COLA CO
-$623.3K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$619.8K
140,016
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$607.0K
102,931
+4%
减持
BSVO
EA SERIES TRUST
+$542.1K
155,149
-1%
增持
AVGO
BROADCOM INC
+$499.6K
4,483
+7%
建仓
RBLX
ROBLOX CORP
+$471.5K
4,493
增持
IVV
ISHARES TR
+$471.0K
1,167
+141%
建仓
PNC
PNC FINL SVCS GROUP INC
+$449.1K
2,268
增持
META
META PLATFORMS INC
+$437.2K
1,775
+6%
减持
PFFA
ETFIS SER TR I
-$416.1K
25,947
-46%
减持
PG
PROCTER AND GAMBLE CO
-$401.6K
1,481
-60%
增持
AMZN
AMAZON COM INC
+$375.9K
7,912
+0%
建仓
ANET
ARISTA NETWORKS INC
+$357.9K
3,462
建仓
DHR
DANAHER CORPORATION
+$356.2K
1,775
建仓
GE
GE AEROSPACE
+$348.6K
1,411
增持
PEP
PEPSICO INC
+$341.3K
4,148
+171%
建仓
SNOW
SNOWFLAKE INC
+$339.5K
1,519
建仓
GM
GENERAL MTRS CO
+$328.7K
6,299
建仓
ADBE
ADOBE INC
+$327.6K
857
减持
AVDE
AMERICAN CENTY ETF TR
+$311.6K
42,547
-1%
建仓
INTC
INTEL CORP
+$310.0K
13,141
建仓
TSN
TYSON FOODS INC
+$309.1K
5,549
建仓
FDX
FEDEX CORP
+$298.1K
1,249
建仓
PM
PHILIP MORRIS INTL INC
+$289.9K
1,631
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$289.3K
4,989
建仓
DASH
DOORDASH INC
+$286.9K
1,188
增持
VTIP
VANGUARD MALVERN FDS
+$284.6K
276,304
+2%
建仓
ORCL
ORACLE CORP
+$280.9K
1,198
建仓
VEEV
VEEVA SYS INC
+$279.5K
996
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$276.2K
1,977
建仓
VRSN
VERISIGN INC
+$273.7K
954
建仓
PFE
PFIZER INC
+$272.0K
10,617
建仓
—
MEDTRONIC PLC
+$271.3K
3,063
建仓
SAP
SAP SE
+$270.8K
877
建仓
DAL
DELTA AIR LINES INC DEL
+$267.9K
5,303
建仓
COF
CAPITAL ONE FINL CORP
+$260.6K
1,198
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$258.8K
1,835
建仓
BAC
BANK AMERICA CORP
+$258.0K
5,472
建仓
PSA
PUBLIC STORAGE OPER CO
+$250.7K
862
建仓
AMAT
APPLIED MATLS INC
+$248.2K
1,273
建仓
NOW
SERVICENOW INC
+$247.6K
242
建仓
INCY
INCYTE CORP
+$245.0K
3,621
建仓
DKNG
DRAFTKINGS INC NEW
+$243.0K
5,740
建仓
C
CITIGROUP INC
+$240.6K
2,812
建仓
EXPE
EXPEDIA GROUP INC
+$240.0K
1,352
建仓
IT
GARTNER INC
+$238.7K
598
减持
DFIS
DIMENSIONAL ETF TRUST
+$236.8K
67,551
-1%
建仓
BWA
BORGWARNER INC
+$235.7K
6,693
建仓
—
DUPONT DE NEMOURS INC
+$234.8K
3,153
清仓
KMB
KIMBERLY-CLARK CORP
-$234.8K
0
-100%
建仓
IWF
ISHARES TR
+$233.7K
550
建仓
TOL
TOLL BROTHERS INC
+$232.5K
1,987
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$231.9K
3,766
建仓
VST
VISTRA CORP
+$229.9K
1,209
增持
DIHP
DIMENSIONAL ETF TRUST
+$228.9K
67,582
+3%
建仓
QCOM
QUALCOMM INC
+$228.3K
1,432
建仓
KDP
KEURIG DR PEPPER INC
+$226.2K
6,646
清仓
CPB
THE CAMPBELLS COMPANY
-$224.8K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$222.6K
2,728
建仓
FTNT
FORTINET INC
+$220.8K
2,053
建仓
QQQ
INVESCO QQQ TR
+$217.1K
393
建仓
INTU
INTUIT
+$216.5K
277
建仓
APH
AMPHENOL CORP NEW
+$216.1K
2,218
建仓
KMX
CARMAX INC
+$215.0K
3,144
清仓
CMCSA
COMCAST CORP NEW
-$214.3K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$213.6K
4,617
建仓
LYFT
LYFT INC
+$211.7K
12,871
建仓
PKG
PACKAGING CORP AMER
+$210.1K
1,036
建仓
NWSA
NEWS CORP NEW
+$209.2K
7,098
建仓
MANH
MANHATTAN ASSOCIATES INC
+$208.6K
1,029
建仓
PANW
PALO ALTO NETWORKS INC
+$207.7K
1,018
建仓
ILMN
ILLUMINA INC
+$207.5K
2,090
清仓
CVX
CHEVRON CORP NEW
-$207.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$207.1K
2,666
-33%
清仓
CRM
SALESFORCE INC
-$205.8K
0
-100%
增持
TSLA
TESLA INC
+$205.4K
2,035
+23%
清仓
COP
CONOCOPHILLIPS
-$204.8K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$204.2K
2,237
建仓
AMGN
AMGEN INC
+$204.0K
687
建仓
JBHT
HUNT J B TRANS SVCS INC
+$203.6K
1,330
清仓
UNP
UNION PAC CORP
-$200.9K
0
-100%
增持
GOOG
ALPHABET INC
+$175.5K
4,309
+14%
减持
AAPL
APPLE INC
+$172.0K
20,545
-2%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$151.7K
11,198
减持
ITOT
ISHARES TR
-$146.7K
12,862
-22%
建仓
PCG
PG&E CORP
+$146.0K
10,683
增持
GOOGL
ALPHABET INC
+$141.3K
4,363
+6%
增持
BKNG
BOOKING HOLDINGS INC
+$125.6K
58
+29%
减持
LLY
ELI LILLY & CO
-$112.4K
644
-12%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$108.5K
6,362
-1%
增持
NFLX
NETFLIX INC
+$99.2K
283
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$89.2K
706
-43%
建仓
AEG
AEGON LTD
+$80.4K
11,410
增持
VNQ
VANGUARD INDEX FDS
+$74.3K
3,978
+23%
增持
WMT
WALMART INC
+$70.5K
3,874
+18%
增持
COST
COSTCO WHSL CORP NEW
+$69.1K
522
+17%
增持
MRK
MERCK & CO INC
+$66.1K
3,677
+23%
清仓
COTY
COTY INC
-$64.2K
0
-100%
减持
MPT
MEDICAL PPTYS TRUST INC
-$63.1K
23,108
-22%
增持
DFNM
DIMENSIONAL ETF TRUST
+$59.6K
23,903
+5%
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$58.5K
10,723
减持
IEMG
ISHARES INC
+$52.5K
6,872
-1%
增持
MA
MASTERCARD INCORPORATED
+$50.6K
664
+6%
减持
—
UNITI GROUP INC
-$50.1K
84,727
-3%
减持
IDEV
ISHARES TR
-$49.0K
11,231
-15%
增持
NEWT
NEWTEKONE INC
+$47.2K
26,192
+0%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$45.2K
14,499
-21%
减持
JPM
JPMORGAN CHASE & CO.
-$45.0K
2,452
-23%
增持
LYG
LLOYDS BANKING GROUP PLC
+$43.0K
24,227
+60%
增持
ABBV
ABBVIE INC
+$38.6K
1,455
+6%
减持
SCHH
SCHWAB STRATEGIC TR
-$37.1K
448,447
-3%
增持
DFGR
DIMENSIONAL ETF TRUST
+$36.7K
19,415
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$33.4K
440
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.3K
1,505
+4%
增持
HD
HOME DEPOT INC
+$27.2K
1,034
+4%
减持
HRZN
HORIZON TECHNOLOGY FIN CORP
-$25.1K
35,647
-1%
增持
SAN
BANCO SANTANDER S.A.
+$24.8K
12,611
+0%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$20.3K
35,601
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$20.0K
3,472
-7%
增持
UNH
UNITEDHEALTH GROUP INC
-$18.7K
1,139
+40%
减持
V
VISA INC
+$18.0K
1,212
-3%
减持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$17.6K
13,173
-3%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$17.5K
12,779
+8%
减持
MDLZ
MONDELEZ INTL INC
-$15.2K
3,477
-7%
减持
RITM
RITHM CAPITAL CORP
-$14.5K
15,479
-19%
减持
DX
DYNEX CAP INC
-$14.5K
45,621
-11%
减持
—
EXXON MOBIL CORP
+$9.1K
8,967
-6%
减持
VUG
VANGUARD INDEX FDS
+$8.9K
700
-17%
减持
CSCO
CISCO SYS INC
-$7.4K
3,259
-21%
增持
SO
SOUTHERN CO
-$3.7K
13,980
+0%
