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 |
|---|---|---|---|---|---|---|---|---|
| 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 |