Jackson Wealth Management, LLC
LAKE MARY FL · SEC CIK 0001536799
$9.72亿2026Q1 申报市值
148持仓数
47.5%前十大占比 · 第一大 10.4%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
UNITED STATES TR 新建仓+$1.01亿
XLE 新建仓+$521.20万
TSM 加仓+$491.40万
SMH 加仓+$454.21万
SPYM 加仓+$60.42万
2026Q1 卖出最多 按季末市值估算
UNITED STATES TR 清仓-$1.01亿
FEZ 清仓-$567.00万
COST 减仓-$561.35万
SPMO 减仓-$460.94万
SCHWAB VALUE ADV 减仓-$303.15万
2026Q1 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 | -101,371,000 | -100.0% | -$1.01亿 | 清仓 |
| FEZ | SPDR INDEX SHS FDS EURO STOXX 50 | $0 | 0.00% | 0 | -88,062 | -100.0% | -$567.00万 | 清仓 |
| SYK | STRYKER CORPORATION COM | $0 | 0.00% | 0 | -608 | -100.0% | -$21.40万 | 清仓 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $0 | 0.00% | 0 | -1,359 | -100.0% | -$20.20万 | 清仓 |
| — | EL CAPITAN PRECIOUS METALS INC COM | $0 | 0.00% | 15,740 | 0 | 0.0% | — | 不变 |
| — | MEDMEN ENTERPRISES INC CL B | $0 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | CALMARE THERAPEUTICSINC COM | $0 | 0.00% | 126,906 | 0 | 0.0% | — | 不变 |
| — | AMERICAN U.S. GOVERNMENT MONEY MARKET FUND CLASS A | $2.70万 | 0.00% | 27,078 | 492 | 1.9% | $491 | 加仓 |
| — | AF U.S. GOVERNMENT MONEY MARKET-R3 | $2.80万 | 0.00% | 27,932 | 1,897 | 7.3% | $1,902 | 加仓 |
| — | FRANKLIN INCOME FUND CLASS A1 | $3.20万 | 0.00% | 12,708 | 168 | 1.3% | $423 | 加仓 |
| — | ZOMEDICA CORP COM | $7.60万 | 0.01% | 639,510 | 0 | 0.0% | — | 不变 |
| — | SCHWAB GOVERNMENT MONEY | $11.00万 | 0.01% | 110,191 | 98,361 | 831.5% | $9.82万 | 重新持有 |
| APH | AMPHENOL CORP NEW CLA | $20.10万 | 0.02% | 1,589 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $22.80万 | 0.02% | 4,876 | 0 | 0.0% | — | 不变 |
| — | AMERFUNDAAFUND | $22.80万 | 0.02% | 67,133 | -1,153 | -1.7% | -$3,916 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR US BROAD MKT ETF | $23.00万 | 0.02% | 9,182 | 0 | 0.0% | — | 不变 |
| — | BR EQUITY INDEX | $23.30万 | 0.02% | 2,241 | 0 | 0.0% | — | 不变 |
| VFIAX | VANGUARD 500 INDEX FUND ADMIRAL SHARES | $23.60万 | 0.02% | 392 | 2 | 0.5% | $1,204 | 加仓 |
| IGPT | INVESCO EXCHANGE-TRADED FD TR AI & NEXT GEN SOFTWARE ETF | $23.70万 | 0.02% | 4,090 | 0 | 0.0% | — | 不变 |
| — | MetLife Stock Index Portfolio | $26.30万 | 0.03% | 4,899 | -19 | -0.4% | -$1,020 | 减仓 |
| — | TAWMCUSGROWTH | $26.40万 | 0.03% | 5,429 | 0 | 0.0% | — | 不变 |
| — | S&P500INDEXFUND | $26.40万 | 0.03% | 264,476 | 0 | 0.0% | — | 不变 |
| — | TAWMCUSGROWTH | $26.50万 | 0.03% | 5,343 | -239 | -4.3% | -$1.19万 | 减仓 |
| — | FIDELITYCONTRAFUND | $26.90万 | 0.03% | 40,232 | 0 | 0.0% | — | 不变 |
| SGOL | ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF | $27.00万 | 0.03% | 6,058 | 741 | 13.9% | $3.30万 | 加仓 |
| — | MFS GROWTH FUND-A | $27.80万 | 0.03% | 1,774 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TR II ROUNDHILL GENERATIVEAI & TECHNOLOGY ETF | $27.90万 | 0.03% | 4,506 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $28.00万 | 0.03% | 2,057 | 2,057 | — | $28.00万 | 新建仓 |
| — | JENNISON GROWTH PORT | $29.10万 | 0.03% | 3,916 | -13 | -0.3% | -$966 | 减仓 |
| — | 500 INDEX | $29.20万 | 0.03% | 5,292 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR GOLD SHS | $29.50万 | 0.03% | 685 | 86 | 14.4% | $3.70万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $30.70万 | 0.03% | 3,480 | 757 | 27.8% | $6.68万 | 加仓 |
| — | DWS GOVT MONEY MARKET VIP | $30.90万 | 0.03% | 26,303 | -17 | -0.1% | -$200 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $31.20万 | 0.03% | 1,059 | 6 | 0.6% | $1,768 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $31.70万 | 0.03% | 1,556 | -5 | -0.3% | -$1,019 | 减仓 |
| — | DFA U.S. CORE EQUITY 1 PORTFOLIO INSTITUTIONAL CLASS | $32.30万 | 0.03% | 6,639 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BALANCED FUND-529A | $33.90万 | 0.03% | 9,198 | 57 | 0.6% | $2,101 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $33.90万 | 0.03% | 1,387 | -1 | -0.1% | -$244 | 减仓 |
| INTC | INTEL CORP COM | $34.70万 | 0.04% | 7,859 | 2,108 | 36.7% | $9.31万 | 加仓 |
| WPC | W P CAREY INC COM | $35.60万 | 0.04% | 5,233 | 0 | 0.0% | — | 不变 |
| — | VANGUARD VALUE INDEX FUND ADMIRAL SHARES | $36.00万 | 0.04% | 4,705 | 0 | 0.0% | — | 不变 |
| — | EQ/EQUITY 500 INDEX | $37.40万 | 0.04% | 3,053 | 0 | 0.0% | — | 不变 |
| — | TAS&P500INDEX | $38.40万 | 0.04% | 14,335 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEWCOM NEW | $39.80万 | 0.04% | 3,043 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS GROWTH-INCOME-CLASS 2 | $41.50万 | 0.04% | 42,251 | 0 | 0.0% | — | 不变 |
| — | TAAEGONUSGOVSEC | $41.60万 | 0.04% | 222,831 | -3,013 | -1.3% | -$5,625 | 减仓 |
| — | TAJPMGNENINDX | $42.00万 | 0.04% | 64,262 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & CO COM | $42.30万 | 0.04% | 460 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR RUSSELL 200 INDEX FD | $43.20万 | 0.04% | 2,692 | 157 | 6.2% | $2.52万 | 加仓 |
| — | 500 INDEX | $44.50万 | 0.05% | 7,807 | -36 | -0.5% | -$2,052 | 减仓 |
| — | TAAEGONUSGOVSEC | $44.80万 | 0.05% | 332,874 | -3,157 | -0.9% | -$4,249 | 减仓 |
| — | Western Asset Management U.S. Governme | $44.80万 | 0.05% | 25,878 | 0 | 0.0% | — | 不变 |
| — | SCHWAB S&P 500 INDEX FUND | $51.40万 | 0.05% | 30,652 | 0 | 0.0% | — | 不变 |
| — | VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES | $54.40万 | 0.06% | 18,761 | -3,300 | -15.0% | -$9.57万 | 减仓 |
| PRK | PARK NATL CORP COM | $55.30万 | 0.06% | 3,384 | 0 | 0.0% | — | 不变 |
| — | EQ/GROWTH STRATEGY | $57.90万 | 0.06% | 19,957 | -344 | -1.7% | -$9,980 | 减仓 |
| — | HARTFORD DISCIPLINED EQUITY HLS FUND | $59.00万 | 0.06% | 79,659 | 0 | 0.0% | — | 不变 |
| — | GUARANTEED INTEREST ACCT | $67.50万 | 0.07% | 675,169 | 5,371 | 0.8% | $5,370 | 加仓 |
| — | CONGRESS LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS | $70.30万 | 0.07% | 15,481 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE GROWTH STOCK FUND | $71.50万 | 0.07% | 7,495 | 0 | 0.0% | — | 不变 |
| — | SSG S&P 500 INDEX | $91.00万 | 0.09% | 3,432 | -2 | -0.1% | -$530 | 减仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $98.30万 | 0.10% | 3,064 | 0 | 0.0% | — | 不变 |
| — | Western Asset Management U.S. Governme | $103.20万 | 0.11% | 64,437 | -176 | -0.3% | -$2,819 | 减仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $103.80万 | 0.11% | 2,801 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CHARLES FAMIL TRSY OBL V | $104.40万 | 0.11% | 1,044,240 | -106,064 | -9.2% | -$10.60万 | 减仓 |
| IAI | ISHARES TR US BROKER-DEALERS ETF | $107.80万 | 0.11% | 6,565 | 158 | 2.5% | $2.59万 | 加仓 |
| — | JNL/MELLON S&P 500 INDEX | $114.70万 | 0.12% | 21,951 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP MOMENTUM ETF | $117.20万 | 0.12% | 8,079 | 171 | 2.2% | $2.48万 | 加仓 |
| WMT | WALMART INC COM | $118.30万 | 0.12% | 9,515 | 34 | 0.4% | $4,227 | 加仓 |
| HD | HOME DEPOT INC COM | $119.10万 | 0.12% | 3,622 | -27 | -0.7% | -$8,878 | 减仓 |
| — | SCHWAB VALUE ADVANTAGE MONEY ULTRA | $128.40万 | 0.13% | 1,283,720 | -3,030,866 | -70.2% | -$303.15万 | 减仓 |
| — | QORVO INC COM | $129.50万 | 0.13% | 16,731 | -392 | -2.3% | -$3.03万 | 减仓 |
| — | TAWMCUSGROWTH | $132.40万 | 0.14% | 281,627 | -275 | -0.1% | -$1,293 | 减仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $138.60万 | 0.14% | 3,174 | -106 | -3.2% | -$4.63万 | 减仓 |
| — | TAWMCUSGROWTH | $144.20万 | 0.15% | 234,206 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $147.00万 | 0.15% | 8,666 | -150 | -1.7% | -$2.54万 | 减仓 |
| — | TAJPMGNENINDX | $164.20万 | 0.17% | 320,391 | -2,888 | -0.9% | -$1.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $168.30万 | 0.17% | 11,649 | -72 | -0.6% | -$1.04万 | 减仓 |
| — | SCHWAB CHARLES FAMIL TREAS OBL | $170.80万 | 0.18% | 1,707,933 | 320,674 | 23.1% | $32.07万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $181.00万 | 0.19% | 6,018 | -78 | -1.3% | -$2.35万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $182.60万 | 0.19% | 31,234 | 837 | 2.8% | $4.89万 | 加仓 |
| — | MetLife Stock Index Portfolio | $191.60万 | 0.20% | 31,166 | -139 | -0.4% | -$8,545 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $214.70万 | 0.22% | 13,395 | 249 | 1.9% | $3.99万 | 加仓 |
| — | MetLife Stock Index Portfolio | $230.80万 | 0.24% | 41,401 | -568 | -1.4% | -$3.17万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $231.00万 | 0.24% | 7,637 | 125 | 1.7% | $3.78万 | 加仓 |
| — | EQ/EQUITY 500 INDEX | $240.80万 | 0.25% | 16,688 | -90 | -0.5% | -$1.30万 | 减仓 |
| — | AVIP S&P 500(R) INDEX (GEODE) I | $248.00万 | 0.26% | 41,019 | -206 | -0.5% | -$1.25万 | 减仓 |
| TDIV | FIRST TR EXCHANGE-TRADED FD VI NASDAQ TECH DIVIDINDEX FD | $249.60万 | 0.26% | 26,645 | -971 | -3.5% | -$9.10万 | 减仓 |
| RSPU | INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT UTILS ETF | $273.30万 | 0.28% | 33,691 | 461 | 1.4% | $3.74万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE-TRADED FDS PRIN U S MEGA-CAP ETF | $274.00万 | 0.28% | 42,599 | -1,819 | -4.1% | -$11.70万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $296.50万 | 0.31% | 47,245 | -362 | -0.8% | -$2.27万 | 减仓 |
| SPMO | INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF | $300.60万 | 0.31% | 26,809 | -41,109 | -60.5% | -$460.94万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $311.20万 | 0.32% | 7,002 | 69 | 1.0% | $3.07万 | 加仓 |
| MAGS | LISTED FDS TR ROUNDHILL MAGNIFICENT SEVEN ETF | $312.80万 | 0.32% | 53,980 | 446 | 0.8% | $2.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | $359.70万 | 0.37% | 24,286 | 38 | 0.2% | $5,628 | 加仓 |
| BLK | BLACKROCK INC NEW COM | $370.80万 | 0.38% | 3,856 | 19 | 0.5% | $1.83万 | 加仓 |
| — | EQ/EQUITY 500 INDEX | $372.10万 | 0.38% | 59,914 | -20,000 | -25.0% | -$124.21万 | 减仓 |
| HDV | ISHARES TR CORE HIGHDIVID ETF | $400.30万 | 0.41% | 29,498 | 81 | 0.3% | $1.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $402.90万 | 0.41% | 120,162 | 816 | 0.7% | $2.74万 | 加仓 |
| PH | PARKER-HANNIFIN CORPCOM | $413.80万 | 0.43% | 4,623 | 10 | 0.2% | $8,951 | 加仓 |