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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |
| — | 500 INDEX | $44.50万 | 0.05% | 7,807 | -36 | -0.5% | -$2,052 | 减仓 |
| IWL | ISHARES TR RUSSELL 200 INDEX FD | $43.20万 | 0.04% | 2,692 | 157 | 6.2% | $2.52万 | 加仓 |
| LLY | LILLY ELI & CO COM | $42.30万 | 0.04% | 460 | 0 | 0.0% | — | 不变 |
| — | TAJPMGNENINDX | $42.00万 | 0.04% | 64,262 | 0 | 0.0% | — | 不变 |
| — | TAAEGONUSGOVSEC | $41.60万 | 0.04% | 222,831 | -3,013 | -1.3% | -$5,625 | 减仓 |
| — | AMERICAN FUNDS GROWTH-INCOME-CLASS 2 | $41.50万 | 0.04% | 42,251 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEWCOM NEW | $39.80万 | 0.04% | 3,043 | 0 | 0.0% | — | 不变 |
| — | TAS&P500INDEX | $38.40万 | 0.04% | 14,335 | 0 | 0.0% | — | 不变 |
| — | EQ/EQUITY 500 INDEX | $37.40万 | 0.04% | 3,053 | 0 | 0.0% | — | 不变 |
| — | VANGUARD VALUE INDEX FUND ADMIRAL SHARES | $36.00万 | 0.04% | 4,705 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC COM | $35.60万 | 0.04% | 5,233 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $34.70万 | 0.04% | 7,859 | 2,108 | 36.7% | $9.31万 | 加仓 |
| — | 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 |
| — | DFA U.S. CORE EQUITY 1 PORTFOLIO INSTITUTIONAL CLASS | $32.30万 | 0.03% | 6,639 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $31.70万 | 0.03% | 1,556 | -5 | -0.3% | -$1,019 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $31.20万 | 0.03% | 1,059 | 6 | 0.6% | $1,768 | 加仓 |
| — | DWS GOVT MONEY MARKET VIP | $30.90万 | 0.03% | 26,303 | -17 | -0.1% | -$200 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $30.70万 | 0.03% | 3,480 | 757 | 27.8% | $6.68万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $29.50万 | 0.03% | 685 | 86 | 14.4% | $3.70万 | 加仓 |
| — | 500 INDEX | $29.20万 | 0.03% | 5,292 | 0 | 0.0% | — | 不变 |
| — | JENNISON GROWTH PORT | $29.10万 | 0.03% | 3,916 | -13 | -0.3% | -$966 | 减仓 |
| GLW | CORNING INC COM | $28.00万 | 0.03% | 2,057 | 2,057 | — | $28.00万 | 新建仓 |
| CHAT | TIDAL TR II ROUNDHILL GENERATIVEAI & TECHNOLOGY ETF | $27.90万 | 0.03% | 4,506 | 0 | 0.0% | — | 不变 |
| — | MFS GROWTH FUND-A | $27.80万 | 0.03% | 1,774 | 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 |
| — | FIDELITYCONTRAFUND | $26.90万 | 0.03% | 40,232 | 0 | 0.0% | — | 不变 |
| — | TAWMCUSGROWTH | $26.50万 | 0.03% | 5,343 | -239 | -4.3% | -$1.19万 | 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 |
| — | MetLife Stock Index Portfolio | $26.30万 | 0.03% | 4,899 | -19 | -0.4% | -$1,020 | 减仓 |
| IGPT | INVESCO EXCHANGE-TRADED FD TR AI & NEXT GEN SOFTWARE ETF | $23.70万 | 0.02% | 4,090 | 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 |
| — | BR EQUITY INDEX | $23.30万 | 0.02% | 2,241 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR US BROAD MKT ETF | $23.00万 | 0.02% | 9,182 | 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 |
| APH | AMPHENOL CORP NEW CLA | $20.10万 | 0.02% | 1,589 | 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 |
| — | ZOMEDICA CORP COM | $7.60万 | 0.01% | 639,510 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN INCOME FUND CLASS A1 | $3.20万 | 0.00% | 12,708 | 168 | 1.3% | $423 | 加仓 |
| — | AF U.S. GOVERNMENT MONEY MARKET-R3 | $2.80万 | 0.00% | 27,932 | 1,897 | 7.3% | $1,902 | 加仓 |
| — | AMERICAN U.S. GOVERNMENT MONEY MARKET FUND CLASS A | $2.70万 | 0.00% | 27,078 | 492 | 1.9% | $491 | 加仓 |
| — | 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 |