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 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB FUNDS VALUE ADV | $5,337.70万 | 31.43% | 53,377,119 | 52,093,399 | 4,058.0% | $5,209.33万 | 加仓 |
| — | SCHWAB FUNDS VALUE ADV | $947.80万 | 5.58% | 9,477,935 | -39,552,906 | -80.7% | -$3,955.32万 | 减仓 |
| — | Jp Morgan Enhanced Index | $943.10万 | 5.55% | 1,051,022 | -87,920 | -7.7% | -$78.89万 | 减仓 |
| — | Scudder Vit Equity 500 Index | $815.30万 | 4.80% | 126,305 | -8,949 | -6.6% | -$57.77万 | 减仓 |
| KLAC | KLA-TENCOR CORP COM | $598.60万 | 3.52% | 19,840 | -194,230 | -90.7% | -$5,860.19万 | 减仓 |
| AVGO | BROADCOM CORP COM | $538.00万 | 3.17% | 14,243 | -148,217 | -91.2% | -$5,598.59万 | 减仓 |
| — | MV076195X | $525.70万 | 3.09% | 77,401 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INCORPORATED | $446.20万 | 2.63% | 15,419 | -187,864 | -92.4% | -$5,436.47万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $424.30万 | 2.50% | 11,376 | -124,508 | -91.6% | -$4,643.88万 | 减仓 |
| SPYM | SPDR SERIES TRUST PORTFO | $393.20万 | 2.31% | 44,742 | -493,957 | -91.7% | -$4,340.97万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM | $338.60万 | 1.99% | 7,815 | -94,917 | -92.4% | -$4,112.46万 | 减仓 |
| — | Metlife Stock Index | $258.00万 | 1.52% | 40,411 | -990 | -2.4% | -$6.32万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR A | $239.10万 | 1.41% | 5,006 | -45,819 | -90.2% | -$2,188.44万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF SHS | $237.10万 | 1.40% | 3,452 | -61,076 | -94.7% | -$4,194.99万 | 减仓 |
| GOOGL | GOOGLE INC CL A | $228.70万 | 1.35% | 6,400 | -52,452 | -89.1% | -$1,874.34万 | 减仓 |
| — | Metlife Stock Index | $219.70万 | 1.29% | 31,166 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $200.50万 | 1.18% | 10,021 | -62,989 | -86.3% | -$1,260.28万 | 减仓 |
| DGRO | ISHARES TRUST CORE DIV G | $188.90万 | 1.11% | 24,927 | -206,083 | -89.2% | -$1,561.72万 | 减仓 |
| SMH | VANECK VECTORS ETF TRUS | $171.30万 | 1.01% | 2,611 | -47,559 | -94.8% | -$3,120.21万 | 减仓 |
| — | TA WMC DIV GROWTH | $171.20万 | 1.01% | 234,206 | 0 | 0.0% | — | 不变 |
| GOOG | GOOGLE INC CL C | $164.90万 | 0.97% | 4,666 | -37,688 | -89.0% | -$1,331.92万 | 减仓 |
| OEF | ISHARES S&P 100 INDEX FUN | $164.50万 | 0.97% | 4,497 | -54,229 | -92.3% | -$1,983.69万 | 减仓 |
| MA | MASTERCARD INC COM | $156.30万 | 0.92% | 3,043 | -28,554 | -90.4% | -$1,466.64万 | 减仓 |
| META | META PLATFORMS INC COM | $138.10万 | 0.81% | 2,451 | -19,804 | -89.0% | -$1,115.84万 | 减仓 |
| — | JNL/MELLON CAP MGT S&P5 | $131.50万 | 0.77% | 21,951 | 21,951 | — | $131.50万 | 新建仓 |
| IVV | ISHARES S&P 500 INDEX | $130.00万 | 0.77% | 1,736 | -33,731 | -95.1% | -$2,525.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPO | $126.30万 | 0.74% | 1,350 | -12,975 | -90.6% | -$1,213.88万 | 减仓 |
| EVR | EVERCORE INC COM | $114.70万 | 0.68% | 3,360 | -36,245 | -91.5% | -$1,237.29万 | 减仓 |
| QQQM | Invesco Nasdaq 100 Etf | $107.70万 | 0.63% | 3,556 | -72,274 | -95.3% | -$2,188.95万 | 减仓 |
| — | TA WMC DIV GROWTH | $105.40万 | 0.62% | 188,827 | -92,800 | -33.0% | -$51.80万 | 减仓 |
| — | West Asset Management Us Govt | $104.40万 | 0.61% | 65,218 | 781 | 1.2% | $1.25万 | 加仓 |
| QQQ | POWERSHARES QQQ | $104.00万 | 0.61% | 1,412 | -20,428 | -93.5% | -$1,504.61万 | 减仓 |
| ABBV | ABBVIE INC COM | $103.40万 | 0.61% | 4,109 | -41,606 | -91.0% | -$1,046.98万 | 减仓 |
| URI | UNITED RENTALS CV COM | $94.10万 | 0.55% | 831 | -7,840 | -90.4% | -$887.78万 | 减仓 |
| ETN | EATON CORP COM | $81.40万 | 0.48% | 1,911 | -25,016 | -92.9% | -$1,065.57万 | 减仓 |
| COR | CENCORA INC COM | $68.00万 | 0.40% | 2,404 | -26,240 | -91.6% | -$742.23万 | 减仓 |
| IYW | ISHARES TECH SECTOR | $67.20万 | 0.40% | 2,666 | -51,423 | -95.1% | -$1,296.18万 | 减仓 |
| — | HARTFORD DISCIPLINED EQ | $66.10万 | 0.39% | 79,659 | 0 | 0.0% | — | 不变 |
| BX | THE BLACKSTONE GROUP LP | $64.20万 | 0.38% | 5,457 | -64,015 | -92.1% | -$753.12万 | 减仓 |
| AMZN | AMAZON.COM INC COM | $61.40万 | 0.36% | 2,575 | -26,816 | -91.2% | -$639.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS COM | $61.10万 | 0.36% | 1,793 | -11,602 | -86.6% | -$395.36万 | 减仓 |
| — | SCHWAB FUNDS TREAS OBLI | $58.20万 | 0.34% | 582,078 | -462,162 | -44.3% | -$46.21万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GRO | $57.00万 | 0.34% | 4,588 | -72,552 | -94.1% | -$901.37万 | 减仓 |
| SPYG | SPDR SERIES TRUST S&P 500 | $56.90万 | 0.33% | 4,782 | -63,636 | -93.0% | -$757.19万 | 减仓 |
| — | NAS225AEA | $51.10万 | 0.30% | 7,807 | 7,807 | — | $51.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $50.00万 | 0.29% | 1,000 | -8,917 | -89.9% | -$445.85万 | 减仓 |
| SPHQ | POWERSHARES S&P 500 QUA | $49.90万 | 0.29% | 5,534 | -142,060 | -96.3% | -$1,280.95万 | 减仓 |
| — | VANGUARD SPECIALIZED PO | $49.20万 | 0.29% | 15,636 | -3,125 | -16.7% | -$9.83万 | 减仓 |
| — | LNAC3V014 | $47.90万 | 0.28% | 42,251 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $47.60万 | 0.28% | 6,407 | -77,475 | -92.4% | -$575.59万 | 减仓 |
| MS | MORGAN STANLEY COM | $47.10万 | 0.28% | 2,253 | 2,253 | — | $47.10万 | 新建仓 |
| V | VISA INC CLASS A | $45.90万 | 0.27% | 1,339 | -12,960 | -90.6% | -$444.26万 | 减仓 |
| — | MV16519DV | $44.80万 | 0.26% | 25,878 | 0 | 0.0% | — | 不变 |
| — | AEG007156 | $44.00万 | 0.26% | 14,335 | 0 | 0.0% | — | 不变 |
| TDIV | First Tr Nasdaq Tech Div | $43.30万 | 0.25% | 3,766 | -22,879 | -85.9% | -$263.05万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE-TRA | $42.80万 | 0.25% | 5,780 | -36,819 | -86.4% | -$272.64万 | 减仓 |
| — | Vanguard Value Index Adm | $40.00万 | 0.24% | 4,705 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $39.80万 | 0.23% | 1,735 | -24,724 | -93.4% | -$567.16万 | 减仓 |
| — | Transamerica Us Govt Securities | $38.00万 | 0.22% | 203,678 | -19,153 | -8.6% | -$3.57万 | 减仓 |
| ARES | ARES MANAGEMENT CORPO | $36.00万 | 0.21% | 3,238 | -41,034 | -92.7% | -$456.21万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPOR | $35.60万 | 0.21% | 700 | -9,591 | -93.2% | -$487.77万 | 减仓 |
| PH | PARKER HANNIFIN CORP CO | $35.40万 | 0.21% | 362 | -4,261 | -92.2% | -$416.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $35.00万 | 0.21% | 603 | -953 | -61.2% | -$55.32万 | 减仓 |
| — | MV049191Y | $34.30万 | 0.20% | 3,916 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADE | $33.70万 | 0.20% | 5,503 | -140,731 | -96.2% | -$861.83万 | 减仓 |
| HSBC | HSBC HLDG PLC SPON ADR | $33.20万 | 0.20% | 3,487 | -49,405 | -93.4% | -$470.39万 | 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 |
| KMI | KINDER MORGAN INC COM | $31.40万 | 0.18% | 9,824 | -110,338 | -91.8% | -$352.67万 | 减仓 |
| — | TA WMC DIV GROWTH | $31.30万 | 0.18% | 5,429 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND | $30.80万 | 0.18% | 1,948 | -22,338 | -92.0% | -$353.19万 | 减仓 |
| — | Fidelity VIP Contrafund Svc Clas | $30.50万 | 0.18% | 39,124 | -1,108 | -2.8% | -$8,638 | 减仓 |
| — | Metlife Stock Index | $30.10万 | 0.18% | 4,899 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $30.00万 | 0.18% | 312 | -3,544 | -91.9% | -$340.77万 | 减仓 |
| — | TA JPMorgan Enhanced Index V | $28.30万 | 0.17% | 48,886 | -271,505 | -84.7% | -$157.17万 | 减仓 |
| — | Scudder Money Market | $28.20万 | 0.17% | 23,873 | -2,430 | -9.2% | -$2.87万 | 减仓 |
| AMAT | APPLIED MATERIALS INC CO | $24.90万 | 0.15% | 345 | 345 | — | $24.90万 | 新建仓 |
| RSPU | INVESCO EXCHANGE TRADE | $24.00万 | 0.14% | 2,956 | -30,735 | -91.2% | -$249.54万 | 减仓 |
| — | AMERICAN BALANCED FUN | $22.90万 | 0.13% | 5,588 | -3,610 | -39.2% | -$14.79万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP C | $22.60万 | 0.13% | 5,306 | -41,939 | -88.8% | -$178.63万 | 减仓 |
| MGK | VANGUARD FD MEGA CAP 30 | $21.20万 | 0.12% | 2,410 | -64,040 | -96.4% | -$563.34万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADE | $20.80万 | 0.12% | 1,221 | -6,858 | -84.9% | -$116.83万 | 减仓 |
| — | TA US Government Securities VP | $4.90万 | 0.03% | 36,089 | -296,785 | -89.2% | -$40.30万 | 减仓 |
| — | FRANKLIN INCOME FUND CL | $3.30万 | 0.02% | 12,878 | 170 | 1.3% | $436 | 加仓 |
| — | AMERICAN FUNDS MONEY M | $2.90万 | 0.02% | 29,396 | 1,464 | 5.2% | $1,444 | 加仓 |
| — | 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 |