Jackson Wealth Management, LLC
LAKE MARY FL · SEC CIK 0001536799
$1.70亿2026Q2 申报市值
86持仓数
64.6%前十大占比 · 第一大 31.4%
4 / 66新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHWAB FUNDS VAL 加仓+$5,209.33万
JNL/MELLON CAP M 新建仓+$131.50万
NAS225AEA 新建仓+$51.10万
MS 新建仓+$47.10万
AMAT 新建仓+$24.90万
2026Q2 卖出最多 按季末市值估算
UNITED STATES TR 清仓-$1.01亿
KLAC 减仓-$5,860.19万
AVGO 减仓-$5,598.59万
AAPL 减仓-$5,436.47万
MSFT 减仓-$4,643.88万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED STATES TREAS BILLS | $0 | 0.00% | 0 | -101,644,000 | -100.0% | -$1.01亿 | 清仓 |
| — | SCHWAB CHARLES FAMIL MUNI MONEY | $0 | 0.00% | 0 | -24,715,239 | -100.0% | -$2,471.50万 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -56,918 | -100.0% | -$837.30万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $0 | 0.00% | 0 | -8,164 | -100.0% | -$531.00万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTORSPDR ETF | $0 | 0.00% | 0 | -85,075 | -100.0% | -$521.20万 | 清仓 |
| — | AVIP S&P 500(R) INDEX (GEODE) I | $0 | 0.00% | 0 | -226,762 | -100.0% | -$500.30万 | 清仓 |
| MGC | VANGUARD WORLD FD VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | -18,811 | -100.0% | -$444.60万 | 清仓 |
| — | EQ/EQUITY 500 INDEX | $0 | 0.00% | 0 | -76,236 | -100.0% | -$428.70万 | 清仓 |
| — | EQ/EQUITY 500 INDEX | $0 | 0.00% | 0 | -59,914 | -100.0% | -$372.10万 | 清仓 |
| MAGS | LISTED FDS TR ROUNDHILL MAGNIFICENT SEVEN ETF | $0 | 0.00% | 0 | -53,980 | -100.0% | -$312.80万 | 清仓 |
| AMP | AMERIPRISE FINL INC COM | $0 | 0.00% | 0 | -7,002 | -100.0% | -$311.20万 | 清仓 |
| SPMO | INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -26,809 | -100.0% | -$300.60万 | 清仓 |
| — | AVIP S&P 500(R) INDEX (GEODE) I | $0 | 0.00% | 0 | -41,019 | -100.0% | -$248.00万 | 清仓 |
| — | EQ/EQUITY 500 INDEX | $0 | 0.00% | 0 | -16,688 | -100.0% | -$240.80万 | 清仓 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | -7,637 | -100.0% | -$231.00万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -31,234 | -100.0% | -$182.60万 | 清仓 |
| LPLA | LPL FINL HLDGS INC COM | $0 | 0.00% | 0 | -6,018 | -100.0% | -$181.00万 | 清仓 |
| — | SCHWAB CHARLES FAMIL TREAS OBL | $0 | 0.00% | 0 | -1,707,933 | -100.0% | -$170.80万 | 清仓 |
| PG | PROCTER & GAMBLE CO COM | $0 | 0.00% | 0 | -11,649 | -100.0% | -$168.30万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -8,666 | -100.0% | -$147.00万 | 清仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $0 | 0.00% | 0 | -19,044 | -100.0% | -$138.60万 | 清仓 |
| — | QORVO INC COM | $0 | 0.00% | 0 | -16,731 | -100.0% | -$129.50万 | 清仓 |
| HD | HOME DEPOT INC COM | $0 | 0.00% | 0 | -3,622 | -100.0% | -$119.10万 | 清仓 |
| WMT | WALMART INC COM | $0 | 0.00% | 0 | -9,515 | -100.0% | -$118.30万 | 清仓 |
| — | JNL/MELLON S&P 500 INDEX | $0 | 0.00% | 0 | -21,951 | -100.0% | -$114.70万 | 清仓 |
| IAI | ISHARES TR US BROKER-DEALERS ETF | $0 | 0.00% | 0 | -6,565 | -100.0% | -$107.80万 | 清仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $0 | 0.00% | 0 | -2,801 | -100.0% | -$103.80万 | 清仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $0 | 0.00% | 0 | -3,064 | -100.0% | -$98.30万 | 清仓 |
| — | SSG S&P 500 INDEX | $0 | 0.00% | 0 | -3,432 | -100.0% | -$91.00万 | 清仓 |
| — | T. ROWE PRICE GROWTH STOCK FUND | $0 | 0.00% | 0 | -7,495 | -100.0% | -$71.50万 | 清仓 |
| — | CONGRESS LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS | $0 | 0.00% | 0 | -15,481 | -100.0% | -$70.30万 | 清仓 |
| — | GUARANTEED INTEREST ACCT | $0 | 0.00% | 0 | -675,169 | -100.0% | -$67.50万 | 清仓 |
| — | EQ/GROWTH STRATEGY | $0 | 0.00% | 0 | -19,957 | -100.0% | -$57.90万 | 清仓 |
| PRK | PARK NATL CORP COM | $0 | 0.00% | 0 | -3,384 | -100.0% | -$55.30万 | 清仓 |
| — | SCHWAB S&P 500 INDEX FUND | $0 | 0.00% | 0 | -30,652 | -100.0% | -$51.40万 | 清仓 |
| — | 500 INDEX | $0 | 0.00% | 0 | -7,807 | -100.0% | -$44.50万 | 清仓 |
| IWL | ISHARES TR RUSSELL 200 INDEX FD | $0 | 0.00% | 0 | -2,692 | -100.0% | -$43.20万 | 清仓 |
| LLY | LILLY ELI & CO COM | $0 | 0.00% | 0 | -460 | -100.0% | -$42.30万 | 清仓 |
| — | TAJPMGNENINDX | $0 | 0.00% | 0 | -64,262 | -100.0% | -$42.00万 | 清仓 |
| DUK | DUKE ENERGY CORP NEWCOM NEW | $0 | 0.00% | 0 | -3,043 | -100.0% | -$39.80万 | 清仓 |
| — | EQ/EQUITY 500 INDEX | $0 | 0.00% | 0 | -3,053 | -100.0% | -$37.40万 | 清仓 |
| WPC | W P CAREY INC COM | $0 | 0.00% | 0 | -5,233 | -100.0% | -$35.60万 | 清仓 |
| INTC | INTEL CORP COM | $0 | 0.00% | 0 | -7,859 | -100.0% | -$34.70万 | 清仓 |
| JNJ | JOHNSON & JOHNSON COM | $0 | 0.00% | 0 | -1,387 | -100.0% | -$33.90万 | 清仓 |
| — | DFA U.S. CORE EQUITY 1 PORTFOLIO INSTITUTIONAL CLASS | $0 | 0.00% | 0 | -6,639 | -100.0% | -$32.30万 | 清仓 |
| JPM | JPMORGAN CHASE & CO COM | $0 | 0.00% | 0 | -1,059 | -100.0% | -$31.20万 | 清仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $0 | 0.00% | 0 | -3,480 | -100.0% | -$30.70万 | 清仓 |
| GLD | SPDR GOLD TR GOLD SHS | $0 | 0.00% | 0 | -685 | -100.0% | -$29.50万 | 清仓 |
| — | 500 INDEX | $0 | 0.00% | 0 | -5,292 | -100.0% | -$29.20万 | 清仓 |
| GLW | CORNING INC COM | $0 | 0.00% | 0 | -2,057 | -100.0% | -$28.00万 | 清仓 |
| CHAT | TIDAL TR II ROUNDHILL GENERATIVEAI & TECHNOLOGY ETF | $0 | 0.00% | 0 | -4,506 | -100.0% | -$27.90万 | 清仓 |
| — | MFS GROWTH FUND-A | $0 | 0.00% | 0 | -1,774 | -100.0% | -$27.80万 | 清仓 |
| SGOL | ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF | $0 | 0.00% | 0 | -6,058 | -100.0% | -$27.00万 | 清仓 |
| — | S&P500INDEXFUND | $0 | 0.00% | 0 | -264,476 | -100.0% | -$26.40万 | 清仓 |
| IGPT | INVESCO EXCHANGE-TRADED FD TR AI & NEXT GEN SOFTWARE ETF | $0 | 0.00% | 0 | -4,090 | -100.0% | -$23.70万 | 清仓 |
| VFIAX | VANGUARD 500 INDEX FUND ADMIRAL SHARES | $0 | 0.00% | 0 | -392 | -100.0% | -$23.60万 | 清仓 |
| — | BR EQUITY INDEX | $0 | 0.00% | 0 | -2,241 | -100.0% | -$23.30万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR US BROAD MKT ETF | $0 | 0.00% | 0 | -9,182 | -100.0% | -$23.00万 | 清仓 |
| AIQ | GLOBAL X FDS ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $0 | 0.00% | 0 | -4,876 | -100.0% | -$22.80万 | 清仓 |
| — | AMERFUNDAAFUND | $0 | 0.00% | 0 | -67,133 | -100.0% | -$22.80万 | 清仓 |
| APH | AMPHENOL CORP NEW CLA | $0 | 0.00% | 0 | -1,589 | -100.0% | -$20.10万 | 清仓 |
| — | SCHWAB GOVERNMENT MONEY | $0 | 0.00% | 0 | -110,191 | -100.0% | -$11.00万 | 清仓 |
| — | ZOMEDICA CORP COM | $0 | 0.00% | 0 | -639,510 | -100.0% | -$7.60万 | 清仓 |
| — | AMERICAN U.S. GOVERNMENT MONEY MARKET FUND CLASS A | $0 | 0.00% | 0 | -27,078 | -100.0% | -$2.70万 | 清仓 |
| — | MEDMEN ENTERPRISES INC CL B | $0 | 0.00% | 0 | -50,000 | -100.0% | — | 清仓 |
| — | EL CAPITAN PRECIOUS METALS INC COM | $0 | 0.00% | 0 | -15,740 | -100.0% | — | 清仓 |
| — | CALMARE THERAPEUTICS IN | $0 | 0.00% | 126,906 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS MONEY M | $2.90万 | 0.02% | 29,396 | 1,464 | 5.2% | $1,444 | 加仓 |
| — | FRANKLIN INCOME FUND CL | $3.30万 | 0.02% | 12,878 | 170 | 1.3% | $436 | 加仓 |
| — | TA US Government Securities VP | $4.90万 | 0.03% | 36,089 | -296,785 | -89.2% | -$40.30万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADE | $20.80万 | 0.12% | 1,221 | -6,858 | -84.9% | -$116.83万 | 减仓 |
| MGK | VANGUARD FD MEGA CAP 30 | $21.20万 | 0.12% | 2,410 | -64,040 | -96.4% | -$563.34万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP C | $22.60万 | 0.13% | 5,306 | -41,939 | -88.8% | -$178.63万 | 减仓 |
| — | AMERICAN BALANCED FUN | $22.90万 | 0.13% | 5,588 | -3,610 | -39.2% | -$14.79万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADE | $24.00万 | 0.14% | 2,956 | -30,735 | -91.2% | -$249.54万 | 减仓 |
| AMAT | APPLIED MATERIALS INC CO | $24.90万 | 0.15% | 345 | 345 | — | $24.90万 | 新建仓 |
| — | Scudder Money Market | $28.20万 | 0.17% | 23,873 | -2,430 | -9.2% | -$2.87万 | 减仓 |
| — | TA JPMorgan Enhanced Index V | $28.30万 | 0.17% | 48,886 | -271,505 | -84.7% | -$157.17万 | 减仓 |
| BLK | BLACKROCK INC COM | $30.00万 | 0.18% | 312 | -3,544 | -91.9% | -$340.77万 | 减仓 |
| — | Metlife Stock Index | $30.10万 | 0.18% | 4,899 | 0 | 0.0% | — | 不变 |
| — | Fidelity VIP Contrafund Svc Clas | $30.50万 | 0.18% | 39,124 | -1,108 | -2.8% | -$8,638 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $30.80万 | 0.18% | 1,948 | -22,338 | -92.0% | -$353.19万 | 减仓 |
| — | TA WMC DIV GROWTH | $31.30万 | 0.18% | 5,429 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC COM | $31.40万 | 0.18% | 9,824 | -110,338 | -91.8% | -$352.67万 | 减仓 |
| HDV | ISHARES MSCI HIGH DIV EQ | $31.50万 | 0.19% | 11,479 | -136,011 | -92.2% | -$373.23万 | 减仓 |
| — | TA WMC DIV GROWTH | $31.50万 | 0.19% | 5,343 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDG PLC SPON ADR | $33.20万 | 0.20% | 3,487 | -49,405 | -93.4% | -$470.39万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADE | $33.70万 | 0.20% | 5,503 | -140,731 | -96.2% | -$861.83万 | 减仓 |
| — | MV049191Y | $34.30万 | 0.20% | 3,916 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES | $35.00万 | 0.21% | 603 | -953 | -61.2% | -$55.32万 | 减仓 |
| PH | PARKER HANNIFIN CORP CO | $35.40万 | 0.21% | 362 | -4,261 | -92.2% | -$416.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPOR | $35.60万 | 0.21% | 700 | -9,591 | -93.2% | -$487.77万 | 减仓 |
| ARES | ARES MANAGEMENT CORPO | $36.00万 | 0.21% | 3,238 | -41,034 | -92.7% | -$456.21万 | 减仓 |
| — | Transamerica Us Govt Securities | $38.00万 | 0.22% | 203,678 | -19,153 | -8.6% | -$3.57万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $39.80万 | 0.23% | 1,735 | -24,724 | -93.4% | -$567.16万 | 减仓 |
| — | Vanguard Value Index Adm | $40.00万 | 0.24% | 4,705 | 0 | 0.0% | — | 不变 |
| USMC | PRINCIPAL EXCHANGE-TRA | $42.80万 | 0.25% | 5,780 | -36,819 | -86.4% | -$272.64万 | 减仓 |
| TDIV | First Tr Nasdaq Tech Div | $43.30万 | 0.25% | 3,766 | -22,879 | -85.9% | -$263.05万 | 减仓 |
| — | AEG007156 | $44.00万 | 0.26% | 14,335 | 0 | 0.0% | — | 不变 |
| — | MV16519DV | $44.80万 | 0.26% | 25,878 | 0 | 0.0% | — | 不变 |