13F 机构持仓

JACKSON THORNTON WEALTH MANAGEMENT, LLC

MONTGOMERY AL · SEC CIK 0001903880

2026Q22026Q1 更早 9 个季度 🔒
$12.65亿2026Q2 申报市值
417持仓数
65.6%前十大占比 · 第一大 17.3%
131 / 27新建仓 / 清仓
申报市值走势$12.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 17.3%
DIMENSIONAL ET 15.6%
DFUV 7.3%
DFIV 6.9%
DFAX 4.1%
VGIT 3.4%
DFUS 3.2%
DISV 3.0%
DIMENSIONAL ET 2.7%
AVEM 2.2%

2026Q2 买入最多 按季末市值估算

NVDA 加仓+$288.47万
VGIT 加仓+$278.29万
DFUS 加仓+$211.32万
DFSD 加仓+$203.80万
AAPL 加仓+$160.59万

2026Q2 卖出最多 按季末市值估算

BKNG 清仓-$1,905.17万
DIMENSIONAL ETF 减仓-$182.61万
EXXON MOBIL CORP 清仓-$149.00万
MU 减仓-$115.78万
INTC 减仓-$114.16万

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
BKNG BOOKING HOLDINGS INC $00.00%0 -113,125-100.0% -$1,905.17万 清仓
— EXXON MOBIL CORP $00.00%0 -9,770-100.0% -$149.00万 清仓
XHLF BONDBLOXX ETF TRUST $00.00%0 -12,649-100.0% -$63.55万 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -2,785-100.0% -$47.89万 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -7,117-100.0% -$38.04万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -960-100.0% -$37.86万 清仓
FIVE FIVE BELOW INC $00.00%0 -1,508-100.0% -$32.78万 清仓
AA ALCOA CORP $00.00%0 -4,282-100.0% -$31.27万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -907-100.0% -$31.12万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -1,882-100.0% -$30.84万 清仓
SF STIFEL FINL CORP $00.00%0 -3,659-100.0% -$28.26万 清仓
CRM SALESFORCE INC $00.00%0 -1,683-100.0% -$27.76万 清仓
CCL CARNIVAL CORP $00.00%0 -9,218-100.0% -$25.79万 清仓
— HONEYWELL INTL INC $00.00%0 -1,096-100.0% -$25.76万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -9,216-100.0% -$25.74万 清仓
GAP GAP INC $00.00%0 -9,739-100.0% -$25.61万 清仓
CCK CROWN HLDGS INC $00.00%0 -2,241-100.0% -$23.97万 清仓
THC TENET HEALTHCARE CORP $00.00%0 -1,211-100.0% -$23.64万 清仓
G GENPACT LIMITED $00.00%0 -6,519-100.0% -$22.28万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -1,441-100.0% -$22.22万 清仓
SAP SAP SE $00.00%0 -1,282-100.0% -$20.91万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -4,380-100.0% -$20.67万 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 -2,654-100.0% -$20.67万 清仓
RACE FERRARI N V $00.00%0 -581-100.0% -$20.44万 清仓
RGA REINSURANCE GROUP AMER INC $00.00%0 -997-100.0% -$20.44万 清仓
ADT ADT INC DEL $00.00%0 -22,752-100.0% -$15.31万 清仓
— ALIGHT INC $00.00%0 -46,683-100.0% -$2.70万 清仓
— FARADAY FUTURE INTLGT ELEC I $5,2410.00%22,737 22,737— $5,241 新建仓
— BEYOND MEAT INC $9,7810.00%13,041 -935-6.7% -$701 减仓
COTY COTY INC $2.36万0.00%10,938 10,938— $2.36万 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $3.54万0.00%12,086 12,086— $3.54万 新建仓
GAB GABELLI EQUITY TR INC $7.50万0.01%13,245 13,245— $7.50万 新建仓
NWL NEWELL BRANDS INC $9.90万0.01%16,123 1,2558.4% $7,706 加仓
NMR NOMURA HLDGS INC $11.86万0.01%13,511 13,511— $11.86万 新建仓
FRSH FRESHWORKS INC $14.48万0.01%14,308 14,308— $14.48万 新建仓
AEG AEGON LTD $14.73万0.01%17,448 3,08921.5% $2.61万 加仓
NOK NOKIA CORP $17.20万0.01%12,950 1,18610.1% $1.58万 加仓
CAG CONAGRA BRANDS INC $19.96万0.02%14,832 14,832— $19.96万 新建仓
DUOL DUOLINGO INC $20.00万0.02%1,739 1,739— $20.00万 新建仓
CAH CARDINAL HEALTH INC $20.00万0.02%842 842— $20.00万 新建仓
ALV AUTOLIV INC $20.06万0.02%1,727 1,727— $20.06万 新建仓
DRI DARDEN RESTAURANTS INC $20.11万0.02%976 976— $20.11万 新建仓
SLB SLB LIMITED $20.22万0.02%4,350 4,350— $20.22万 新建仓
UTHR UNITED THERAPEUTICS CORP DEL $20.26万0.02%374 143.9% $7,586 加仓
FLS FLOWSERVE CORP $20.28万0.02%2,735 -258-8.6% -$1.91万 减仓
PYPL PAYPAL HLDGS INC $20.31万0.02%4,703 -2,407-33.9% -$10.39万 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $20.34万0.02%3,352 3,352— $20.34万 新建仓
STLD STEEL DYNAMICS INC $20.42万0.02%890 890— $20.42万 新建仓
COHR COHERENT CORP $20.59万0.02%522 522— $20.59万 新建仓
EWBC EAST WEST BANCORP INC $20.65万0.02%1,600 1,600— $20.65万 新建仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $20.66万0.02%2,653 2,653— $20.66万 新建仓
MPC MARATHON PETE CORP $20.68万0.02%809 809— $20.68万 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $20.78万0.02%3,631 -534-12.8% -$3.06万 减仓
IP INTERNATIONAL PAPER CO $20.78万0.02%5,454 5,454— $20.78万 新建仓
COKE COCA COLA CONS INC $20.81万0.02%1,090 1,090— $20.81万 新建仓
DOW DOW HLDGS INC $20.89万0.02%7,636 -2,798-26.8% -$7.66万 减仓
SSNC SS&C TECH HLDGS $20.94万0.02%3,375 3,375— $20.94万 新建仓
F FORD MTR CO $21.00万0.02%15,105 15,105— $21.00万 新建仓
TT TRANE TECHNOLOGIES PLC $21.07万0.02%429 429— $21.07万 新建仓
IQV IQVIA HLDGS INC $21.10万0.02%1,092 -892-45.0% -$17.24万 重新持有
MLM MARTIN MARIETTA MATLS INC $21.28万0.02%369 369— $21.28万 新建仓
DXCM DEXCOM INC $21.38万0.02%3,174 3,174— $21.38万 新建仓
KKR KKR & CO INC $21.38万0.02%2,330 2,330— $21.38万 新建仓
TD TORONTO DOMINION BK ONT $21.55万0.02%1,775 1,775— $21.55万 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $21.73万0.02%2,743 -813-22.9% -$6.44万 减仓
CORT CORCEPT THERAPEUTICS INC $21.75万0.02%2,502 2,502— $21.75万 新建仓
PBF PBF ENERGY INC $21.81万0.02%4,792 4,792— $21.81万 新建仓
DHI D R HORTON INC $22.33万0.02%1,371 -926-40.3% -$15.08万 重新持有
HWM HOWMET AEROSPACE INC $22.34万0.02%831 831— $22.34万 新建仓
DD DUPONT DE NEMOURS INC $22.43万0.02%1,654 -3,062-64.9% -$41.53万 减仓
DINO HF SINCLAIR CORP $22.48万0.02%3,228 3,228— $22.48万 新建仓
BRKR BRUKER CORP $22.56万0.02%3,749 3,749— $22.56万 新建仓
CI THE CIGNA GROUP $22.72万0.02%824 824— $22.72万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $22.72万0.02%649 649— $22.72万 新建仓
HR HEALTHCARE RLTY TR $23.00万0.02%11,405 11,405— $23.00万 新建仓
RHI ROBERT HALF INC. $23.03万0.02%7,501 7,501— $23.03万 新建仓
AXP AMERICAN EXPRESS CO $23.31万0.02%689 -305-30.7% -$10.32万 减仓
TW TRADEWEB MKTS INC $23.32万0.02%2,340 1526.9% $1.51万 加仓
MOS MOSAIC CO $23.53万0.02%11,102 11,102— $23.53万 新建仓
ATI ATI INC $23.55万0.02%1,195 1,195— $23.55万 新建仓
ONTO ONTO INNOVATION INC $23.58万0.02%623 623— $23.58万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $23.64万0.02%6,430 -290-4.3% -$1.07万 减仓
GFS GLOBALFOUNDRIES INC $23.87万0.02%2,897 2,897— $23.87万 新建仓
STT STATE STR CORP $23.93万0.02%1,411 1,411— $23.93万 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $23.99万0.02%4,373 4,373— $23.99万 新建仓
NWG NATWEST GROUP PLC $23.99万0.02%13,607 2,71724.9% $4.79万 加仓
ADSK AUTODESK INC $24.03万0.02%1,236 40949.5% $7.95万 重新持有
SYY SYSCO CORP $24.20万0.02%2,895 2,895— $24.20万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $24.31万0.02%9,699 9,699— $24.31万 新建仓
IRM IRON MTN INC DEL $24.35万0.02%1,928 1,928— $24.35万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $24.37万0.02%2,062 -830-28.7% -$9.81万 重新持有
MSCI MSCI INC $24.42万0.02%436 436— $24.42万 新建仓
ENB ENBRIDGE INC $24.48万0.02%4,516 4,516— $24.48万 新建仓
TFC TRUIST FINL CORP $24.51万0.02%4,920 71717.1% $3.57万 加仓
PKG PACKAGING CORP AMER $24.52万0.02%1,029 -345-25.1% -$8.22万 重新持有
CPB THE CAMPBELLS COMPANY $24.53万0.02%11,015 11,015— $24.53万 新建仓
JBL JABIL INC $24.63万0.02%639 639— $24.63万 新建仓
ITT ITT INC $24.66万0.02%1,247 -40-3.1% -$7,910 减仓
PH PARKER-HANNIFIN CORP $24.75万0.02%253 253— $24.75万 新建仓
DPZ DOMINOS PIZZA INC $25.02万0.02%845 845— $25.02万 新建仓