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 | $1.01亿 | 10.38% | 101,644,000 | 101,644,000 | — | $1.01亿 | 新建仓 |
| AAPL | APPLE INC COM | $5,159.10万 | 5.31% | 203,283 | -1,915 | -0.9% | -$48.60万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $5,030.00万 | 5.17% | 135,884 | 284 | 0.2% | $10.51万 | 加仓 |
| AVGO | BROADCOM INC COM | $5,028.30万 | 5.17% | 162,460 | -3,700 | -2.2% | -$114.52万 | 减仓 |
| — | SCHWAB VALUE ADVANTAGE MONEY INV | $4,903.10万 | 5.04% | 49,030,841 | -904,438 | -1.8% | -$90.44万 | 减仓 |
| SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | $4,123.20万 | 4.24% | 538,699 | 7,894 | 1.5% | $60.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $3,855.90万 | 3.97% | 64,528 | -283 | -0.4% | -$16.91万 | 减仓 |
| KLAC | KLA CORP COM | $3,152.00万 | 3.24% | 21,407 | -670 | -3.0% | -$98.65万 | 减仓 |
| — | SCHWAB CHARLES FAMIL MUNI MONEY | $2,471.50万 | 2.54% | 24,715,239 | -78,029 | -0.3% | -$7.80万 | 减仓 |
| IVV | ISHARES TR CORE S&P 500 ETF | $2,316.70万 | 2.38% | 35,467 | 98 | 0.3% | $6.40万 | 加仓 |
| LRCX | LAM RESH CORP COM NEW | $2,195.00万 | 2.26% | 102,732 | -2,839 | -2.7% | -$60.66万 | 减仓 |
| SMH | VANECK ETF TR SEMICONDUCTOR ETF | $1,923.50万 | 1.98% | 50,170 | 11,847 | 30.9% | $454.21万 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $1,867.90万 | 1.92% | 58,726 | -721 | -1.2% | -$22.93万 | 减仓 |
| QQQM | INVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETF | $1,801.90万 | 1.85% | 75,830 | -58 | -0.1% | -$1.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTORMFG CO SPONSORED ADR | $1,717.60万 | 1.77% | 50,825 | 14,541 | 40.1% | $491.40万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $1,692.40万 | 1.74% | 58,852 | -1,098 | -1.8% | -$31.58万 | 减仓 |
| DGRO | ISHARES TR CORE DIVID GROWTH ETF | $1,621.20万 | 1.67% | 231,010 | -1,228 | -0.5% | -$8.62万 | 减仓 |
| MA | MASTERCARD INC CL A | $1,578.80万 | 1.62% | 31,597 | 10 | 0.0% | $4,997 | 加仓 |
| COST | COSTCO WHSL CORP NEWCOM | $1,427.30万 | 1.47% | 14,325 | -5,634 | -28.2% | -$561.35万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,273.30万 | 1.31% | 22,255 | 184 | 0.8% | $10.53万 | 加仓 |
| NVDA | NVIDIA CORP COM | $1,273.30万 | 1.31% | 73,010 | -925 | -1.3% | -$16.13万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1,260.60万 | 1.30% | 21,840 | 137 | 0.6% | $7.91万 | 加仓 |
| GOOG | ALPHABET INC CAP STKCL C | $1,215.00万 | 1.25% | 42,354 | -650 | -1.5% | -$18.65万 | 减仓 |
| EVR | EVERCORE INC CL A | $1,182.30万 | 1.22% | 39,605 | -500 | -1.2% | -$14.93万 | 减仓 |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF | $1,109.80万 | 1.14% | 147,594 | 1,891 | 1.3% | $14.22万 | 加仓 |
| ABBV | ABBVIE INC COM | $994.30万 | 1.02% | 45,715 | -196 | -0.4% | -$4.26万 | 减仓 |
| IYW | ISHARES TR U S TECHNOLOGY ETF | $981.30万 | 1.01% | 54,089 | 148 | 0.3% | $2.69万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS | $963.10万 | 0.99% | 26,927 | -104 | -0.4% | -$3.72万 | 减仓 |
| — | TAJPMGNENINDX | $905.90万 | 0.93% | 1,138,942 | -6,679 | -0.6% | -$5.31万 | 减仓 |
| COR | CENCORA INC COM | $899.80万 | 0.93% | 28,644 | -212 | -0.7% | -$6.66万 | 减仓 |
| ORCL | ORACLE CORP COM | $837.30万 | 0.86% | 56,918 | 1,477 | 2.7% | $21.73万 | 加仓 |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $822.30万 | 0.85% | 19,285 | 1,024 | 5.6% | $43.66万 | 加仓 |
| BX | BLACKSTONE INC COM | $798.90万 | 0.82% | 69,472 | 1,637 | 2.4% | $18.82万 | 加仓 |
| XLG | INVESCO EXCHANGE-TRADED FD TR S&P 500 TOP 50 ETF | $797.70万 | 0.82% | 146,234 | 2,654 | 1.8% | $14.48万 | 加仓 |
| — | DWS EQUITY 500 INDEX VIP | $761.10万 | 0.78% | 135,254 | -534 | -0.4% | -$3.00万 | 减仓 |
| SPYG | SPDR SER TR STATE STR SPDR PORTFOLIO S&P 500 GROWTH ETF | $669.90万 | 0.69% | 68,418 | -2,701 | -3.8% | -$26.45万 | 减仓 |
| URI | UNITED RENTALS INC COM | $631.80万 | 0.65% | 8,671 | 76 | 0.9% | $5.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORPCOM | $622.00万 | 0.64% | 10,291 | -59 | -0.6% | -$3.57万 | 减仓 |
| AMZN | AMAZON COM INC COM | $612.10万 | 0.63% | 29,391 | -205 | -0.7% | -$4.27万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $610.50万 | 0.63% | 83,882 | 127 | 0.2% | $9,243 | 加仓 |
| AJG | GALLAGHER ARTHUR J &CO COM | $573.10万 | 0.59% | 26,459 | -90 | -0.3% | -$1.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $531.00万 | 0.55% | 8,164 | -2 | -0.0% | -$1,301 | 减仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTORSPDR ETF | $521.20万 | 0.54% | 85,075 | 85,075 | — | $521.20万 | 新建仓 |
| — | AVIP S&P 500(R) INDEX (GEODE) I | $500.30万 | 0.51% | 226,762 | -1,087 | -0.5% | -$2.40万 | 减仓 |
| MGK | VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF | $488.30万 | 0.50% | 13,290 | 217 | 1.7% | $7.97万 | 加仓 |
| ARES | ARES MGMT CORP COM CL A | $483.00万 | 0.50% | 44,272 | 192 | 0.4% | $2.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $475.20万 | 0.49% | 9,917 | -111 | -1.1% | -$5.32万 | 减仓 |
| — | MetLife Stock Index Portfolio | $458.70万 | 0.47% | 77,401 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD VANGUARD MEGA CAP ETF | $444.60万 | 0.46% | 18,811 | 454 | 2.5% | $10.73万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPONS ADR NEW | $436.30万 | 0.45% | 52,892 | 2 | 0.0% | $165 | 加仓 |
| V | VISA INC COM CL A | $432.20万 | 0.44% | 14,299 | -101 | -0.7% | -$3.05万 | 减仓 |
| — | EQ/EQUITY 500 INDEX | $428.70万 | 0.44% | 76,236 | -1,166 | -1.5% | -$6.56万 | 减仓 |
| PH | PARKER-HANNIFIN CORPCOM | $413.80万 | 0.43% | 4,623 | 10 | 0.2% | $8,951 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $402.90万 | 0.41% | 120,162 | 816 | 0.7% | $2.74万 | 加仓 |
| HDV | ISHARES TR CORE HIGHDIVID ETF | $400.30万 | 0.41% | 29,498 | 81 | 0.3% | $1.10万 | 加仓 |
| — | EQ/EQUITY 500 INDEX | $372.10万 | 0.38% | 59,914 | -20,000 | -25.0% | -$124.21万 | 减仓 |
| BLK | BLACKROCK INC NEW COM | $370.80万 | 0.38% | 3,856 | 19 | 0.5% | $1.83万 | 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 |
| MAGS | LISTED FDS TR ROUNDHILL MAGNIFICENT SEVEN ETF | $312.80万 | 0.32% | 53,980 | 446 | 0.8% | $2.58万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $311.20万 | 0.32% | 7,002 | 69 | 1.0% | $3.07万 | 加仓 |
| 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 |
| BSX | BOSTON SCIENTIFIC CORP COM | $296.50万 | 0.31% | 47,245 | -362 | -0.8% | -$2.27万 | 减仓 |
| 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 |
| 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 |
| 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 |
| — | AVIP S&P 500(R) INDEX (GEODE) I | $248.00万 | 0.26% | 41,019 | -206 | -0.5% | -$1.25万 | 减仓 |
| — | EQ/EQUITY 500 INDEX | $240.80万 | 0.25% | 16,688 | -90 | -0.5% | -$1.30万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $231.00万 | 0.24% | 7,637 | 125 | 1.7% | $3.78万 | 加仓 |
| — | MetLife Stock Index Portfolio | $230.80万 | 0.24% | 41,401 | -568 | -1.4% | -$3.17万 | 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 | $191.60万 | 0.20% | 31,166 | -139 | -0.4% | -$8,545 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $182.60万 | 0.19% | 31,234 | 837 | 2.8% | $4.89万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $181.00万 | 0.19% | 6,018 | -78 | -1.3% | -$2.35万 | 减仓 |
| — | SCHWAB CHARLES FAMIL TREAS OBL | $170.80万 | 0.18% | 1,707,933 | 320,674 | 23.1% | $32.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $168.30万 | 0.17% | 11,649 | -72 | -0.6% | -$1.04万 | 减仓 |
| — | TAJPMGNENINDX | $164.20万 | 0.17% | 320,391 | -2,888 | -0.9% | -$1.48万 | 减仓 |
| — | EXXON MOBIL CORP COM | $147.00万 | 0.15% | 8,666 | -150 | -1.7% | -$2.54万 | 减仓 |
| — | TAWMCUSGROWTH | $144.20万 | 0.15% | 234,206 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $138.60万 | 0.14% | 3,174 | -106 | -3.2% | -$4.63万 | 减仓 |
| — | TAWMCUSGROWTH | $132.40万 | 0.14% | 281,627 | -275 | -0.1% | -$1,293 | 减仓 |
| — | QORVO INC COM | $129.50万 | 0.13% | 16,731 | -392 | -2.3% | -$3.03万 | 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 |
| HD | HOME DEPOT INC COM | $119.10万 | 0.12% | 3,622 | -27 | -0.7% | -$8,878 | 减仓 |
| WMT | WALMART INC COM | $118.30万 | 0.12% | 9,515 | 34 | 0.4% | $4,227 | 加仓 |
| 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 |
| — | JNL/MELLON S&P 500 INDEX | $114.70万 | 0.12% | 21,951 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR US BROKER-DEALERS ETF | $107.80万 | 0.11% | 6,565 | 158 | 2.5% | $2.59万 | 加仓 |
| — | SCHWAB CHARLES FAMIL TRSY OBL V | $104.40万 | 0.11% | 1,044,240 | -106,064 | -9.2% | -$10.60万 | 减仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $103.80万 | 0.11% | 2,801 | 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 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $98.30万 | 0.10% | 3,064 | 0 | 0.0% | — | 不变 |
| — | SSG S&P 500 INDEX | $91.00万 | 0.09% | 3,432 | -2 | -0.1% | -$530 | 减仓 |
| — | T. ROWE PRICE GROWTH STOCK FUND | $71.50万 | 0.07% | 7,495 | 0 | 0.0% | — | 不变 |
| — | CONGRESS LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS | $70.30万 | 0.07% | 15,481 | 0 | 0.0% | — | 不变 |
| — | GUARANTEED INTEREST ACCT | $67.50万 | 0.07% | 675,169 | 5,371 | 0.8% | $5,370 | 加仓 |
| — | HARTFORD DISCIPLINED EQUITY HLS FUND | $59.00万 | 0.06% | 79,659 | 0 | 0.0% | — | 不变 |
| — | EQ/GROWTH STRATEGY | $57.90万 | 0.06% | 19,957 | -344 | -1.7% | -$9,980 | 减仓 |
| PRK | PARK NATL CORP COM | $55.30万 | 0.06% | 3,384 | 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 |
| — | SCHWAB S&P 500 INDEX FUND | $51.40万 | 0.05% | 30,652 | 0 | 0.0% | — | 不变 |