JACKSON THORNTON WEALTH MANAGEMENT, LLC
MONTGOMERY AL · SEC CIK 0001903880
$11.29亿2026Q1 申报市值
286持仓数
68.6%前十大占比 · 第一大 17.6%
39 / 34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
AVEM 新建仓+$2,493.50万
BKNG 加仓+$1,870.65万
ITOT 加仓+$650.71万
DIMENSIONAL ETF 加仓+$238.45万
VGIT 加仓+$234.57万
2026Q1 卖出最多 按季末市值估算
DFEM 减仓-$1,592.58万
DIMENSIONAL ETF 减仓-$179.67万
DISV 减仓-$137.71万
SNDK 减仓-$92.76万
DFNM 减仓-$82.25万
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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.80万 | 0.02% | 473 | -318 | -40.2% | -$16.00万 | 减仓 |
| CCK | CROWN HLDGS INC | $23.97万 | 0.02% | 2,241 | -285 | -11.3% | -$3.05万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.98万 | 0.02% | 3,786 | 3,786 | — | $23.98万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $24.08万 | 0.02% | 1,992 | 61 | 3.2% | $7,374 | 重新持有 |
| ADI | ANALOG DEVICES INC | $24.12万 | 0.02% | 689 | -62 | -8.3% | -$2.17万 | 减仓 |
| AON | AON PLC | $24.38万 | 0.02% | 780 | 780 | — | $24.38万 | 新建仓 |
| IWD | ISHARES TR | $24.54万 | 0.02% | 1,106 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $24.54万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $24.62万 | 0.02% | 1,757 | -260 | -12.9% | -$3.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.64万 | 0.02% | 8,063 | -943 | -10.5% | -$2.88万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.81万 | 0.02% | 1,741 | 1,741 | — | $24.81万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $25.01万 | 0.02% | 2,459 | -2,048 | -45.4% | -$20.83万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.10万 | 0.02% | 6,720 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $25.15万 | 0.02% | 4,339 | -271 | -5.9% | -$1.57万 | 减仓 |
| FLS | FLOWSERVE CORP | $25.25万 | 0.02% | 2,993 | -60 | -2.0% | -$5,063 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.34万 | 0.02% | 1,859 | -765 | -29.2% | -$10.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $25.48万 | 0.02% | 2,984 | 173 | 6.2% | $1.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.49万 | 0.02% | 638 | -54 | -7.8% | -$2.16万 | 减仓 |
| SAN | BANCO SANTANDER SA | $25.61万 | 0.02% | 20,994 | 5,775 | 37.9% | $7.05万 | 加仓 |
| GAP | GAP INC | $25.61万 | 0.02% | 9,739 | 48 | 0.5% | $1,262 | 加仓 |
| CMCSA | COMCAST CORP NEW | $25.74万 | 0.02% | 9,216 | 9,216 | — | $25.74万 | 新建仓 |
| — | HONEYWELL INTL INC | $25.76万 | 0.02% | 1,096 | 1,096 | — | $25.76万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $25.79万 | 0.02% | 3,556 | -322 | -8.3% | -$2.34万 | 减仓 |
| CCL | CARNIVAL CORP | $25.79万 | 0.02% | 9,218 | 9,218 | — | $25.79万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $25.82万 | 0.02% | 4,179 | 4,179 | — | $25.82万 | 新建仓 |
| MDB | MONGODB INC | $25.85万 | 0.02% | 1,144 | 132 | 13.0% | $2.98万 | 加仓 |
| USB | US BANCORP | $25.95万 | 0.02% | 4,663 | -45 | -1.0% | -$2,505 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $25.96万 | 0.02% | 14,360 | 1,232 | 9.4% | $2.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $26.01万 | 0.02% | 3,323 | -15 | -0.4% | -$1,174 | 减仓 |
| VTI | VANGUARD INDEX FDS | $26.03万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $26.23万 | 0.02% | 4,323 | 47 | 1.1% | $2,852 | 加仓 |
| WWD | WOODWARD INC | $26.26万 | 0.02% | 676 | 676 | — | $26.26万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $26.57万 | 0.02% | 2,188 | -201 | -8.4% | -$2.44万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $26.72万 | 0.02% | 2,699 | 250 | 10.2% | $2.47万 | 加仓 |
| TPR | TAPESTRY INC | $26.75万 | 0.02% | 1,780 | -292 | -14.1% | -$4.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.87万 | 0.02% | 1,425 | -767 | -35.0% | -$14.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.89万 | 0.02% | 1,172 | -474 | -28.8% | -$10.88万 | 减仓 |
| CVS | CVS HEALTH CORP | $27.03万 | 0.02% | 3,407 | -926 | -21.4% | -$7.35万 | 减仓 |
| EVR | EVERCORE INC | $27.23万 | 0.02% | 806 | 109 | 15.6% | $3.68万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $27.26万 | 0.02% | 4,770 | -3,001 | -38.6% | -$17.15万 | 减仓 |
| ES | EVERSOURCE ENERGY | $27.37万 | 0.02% | 3,911 | 621 | 18.9% | $4.35万 | 加仓 |
| UL | UNILEVER PLC | $27.61万 | 0.02% | 4,733 | 4,733 | — | $27.61万 | 新建仓 |
| AVRE | AMERICAN CENTY ETF TR | $27.75万 | 0.02% | 5,985 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $27.76万 | 0.02% | 1,683 | -10 | -0.6% | -$1,650 | 减仓 |
| NOW | SERVICENOW INC | $27.85万 | 0.02% | 3,355 | -2,040 | -37.8% | -$16.93万 | 减仓 |
| ITT | ITT INC | $27.91万 | 0.02% | 1,287 | 1,287 | — | $27.91万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $28.10万 | 0.02% | 2,442 | -207 | -7.8% | -$2.38万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $28.14万 | 0.02% | 1,625 | -116 | -6.7% | -$2.01万 | 减仓 |
| SF | STIFEL FINL CORP | $28.26万 | 0.03% | 3,659 | 371 | 11.3% | $2.87万 | 加仓 |
| WAB | WABTEC | $28.57万 | 0.03% | 1,069 | -153 | -12.5% | -$4.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $28.67万 | 0.03% | 459 | 2 | 0.4% | $1,249 | 加仓 |
| TTC | TORO CO | $28.67万 | 0.03% | 2,960 | 553 | 23.0% | $5.36万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.95万 | 0.03% | 9,490 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $29.12万 | 0.03% | 1,338 | 1,338 | — | $29.12万 | 新建仓 |
| EXEL | EXELIXIS INC | $29.12万 | 0.03% | 6,578 | -3,278 | -33.3% | -$14.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $29.27万 | 0.03% | 587 | -299 | -33.7% | -$14.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.38万 | 0.03% | 1,273 | 146 | 13.0% | $3.37万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $29.38万 | 0.03% | 5,692 | -746 | -11.6% | -$3.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.45万 | 0.03% | 4,347 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.75万 | 0.03% | 2,888 | 447 | 18.3% | $4.60万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $29.75万 | 0.03% | 410 | 19 | 4.9% | $1.38万 | 加仓 |
| IVZ | INVESCO LTD | $29.85万 | 0.03% | 12,661 | 697 | 5.8% | $1.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.96万 | 0.03% | 441 | 1 | 0.2% | $679 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $30.15万 | 0.03% | 336 | 336 | — | $30.15万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $30.32万 | 0.03% | 5,000 | 5,000 | — | $30.32万 | 新建仓 |
| ADBE | ADOBE INC | $30.44万 | 0.03% | 1,351 | 522 | 63.0% | $11.76万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.81万 | 0.03% | 1,920 | -892 | -31.7% | -$14.31万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.82万 | 0.03% | 2,416 | 178 | 8.0% | $2.27万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $30.84万 | 0.03% | 1,882 | 1,882 | — | $30.84万 | 新建仓 |
| MTZ | MASTEC INC | $30.99万 | 0.03% | 858 | -22 | -2.5% | -$7,947 | 减仓 |
| VRSN | VERISIGN INC | $31.04万 | 0.03% | 1,195 | -1,383 | -53.6% | -$35.93万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $31.12万 | 0.03% | 907 | -482 | -34.7% | -$16.54万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.16万 | 0.03% | 994 | 382 | 62.4% | $11.98万 | 加仓 |
| AA | ALCOA CORP | $31.27万 | 0.03% | 4,282 | 306 | 7.7% | $2.23万 | 加仓 |
| NEWT | NEWTEKONE INC | $31.63万 | 0.03% | 25,733 | -315 | -1.2% | -$3,871 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $31.76万 | 0.03% | 12,086 | -321 | -2.6% | -$8,436 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $31.80万 | 0.03% | 1,241 | 55 | 4.6% | $1.41万 | 加仓 |
| CSCO | CISCO SYS INC | $32.14万 | 0.03% | 3,909 | -1,044 | -21.1% | -$8.58万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $32.17万 | 0.03% | 7,110 | 238 | 3.5% | $1.08万 | 加仓 |
| DOV | DOVER CORP | $32.26万 | 0.03% | 1,486 | -50 | -3.3% | -$1.09万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $32.29万 | 0.03% | 10,185 | 3,297 | 47.9% | $10.45万 | 加仓 |
| FIVE | FIVE BELOW INC | $32.78万 | 0.03% | 1,508 | 1,508 | — | $32.78万 | 新建仓 |
| TXT | TEXTRON INC | $32.80万 | 0.03% | 3,589 | -524 | -12.7% | -$4.79万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $32.83万 | 0.03% | 712 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $32.94万 | 0.03% | 18,251 | 3,502 | 23.7% | $6.32万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $33.00万 | 0.03% | 4,165 | -6,125 | -59.5% | -$48.53万 | 减仓 |
| NTRS | NORTHERN TR CORP | $33.06万 | 0.03% | 2,172 | 182 | 9.1% | $2.77万 | 加仓 |
| ARMK | ARAMARK | $33.08万 | 0.03% | 7,719 | -1,601 | -17.2% | -$6.86万 | 减仓 |
| NVS | NOVARTIS AG | $33.14万 | 0.03% | 2,151 | 404 | 23.1% | $6.22万 | 重新持有 |
| PAYX | PAYCHEX INC | $33.14万 | 0.03% | 3,873 | 3,873 | — | $33.14万 | 新建仓 |
| RL | RALPH LAUREN CORP | $33.24万 | 0.03% | 875 | -51 | -5.5% | -$1.94万 | 减仓 |
| LIN | LINDE PLC | $33.51万 | 0.03% | 666 | -563 | -45.8% | -$28.33万 | 重新持有 |
| ORCL | ORACLE CORP | $33.80万 | 0.03% | 2,448 | -1,246 | -33.7% | -$17.21万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $33.94万 | 0.03% | 16,851 | 1,754 | 11.6% | $3.53万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $34.20万 | 0.03% | 693 | -500 | -41.9% | -$24.68万 | 减仓 |
| PLD | PROLOGIS INC. | $34.86万 | 0.03% | 2,541 | -987 | -28.0% | -$13.54万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $35.15万 | 0.03% | 10,755 | 709 | 7.1% | $2.32万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $35.80万 | 0.03% | 5,202 | 918 | 21.4% | $6.32万 | 加仓 |
| VFC | V F CORP | $36.28万 | 0.03% | 19,900 | 19,900 | — | $36.28万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $36.83万 | 0.03% | 10,805 | -882 | -7.5% | -$3.01万 | 减仓 |