JACKSON THORNTON WEALTH MANAGEMENT, LLC
MONTGOMERY AL · SEC CIK 0001903880
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $25.06万 | 0.02% | 1,211 | 1,211 | — | $25.06万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.07万 | 0.02% | 7,375 | -3,430 | -31.7% | -$11.66万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.42万 | 0.02% | 2,773 | 2,773 | — | $25.42万 | 新建仓 |
| MHK | MOHAWK INDS INC | $25.59万 | 0.02% | 2,109 | -172 | -7.5% | -$2.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.64万 | 0.02% | 3,599 | -748 | -17.2% | -$5.33万 | 减仓 |
| VFC | V F CORP | $25.64万 | 0.02% | 15,374 | -4,526 | -22.7% | -$7.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.75万 | 0.02% | 8,122 | 59 | 0.7% | $1,871 | 加仓 |
| IWD | ISHARES TR | $25.84万 | 0.02% | 1,066 | -40 | -3.6% | -$9,697 | 减仓 |
| XYL | XYLEM INC | $25.98万 | 0.02% | 2,198 | 2,198 | — | $25.98万 | 新建仓 |
| CBRE | CBRE GROUP INC | $26.00万 | 0.02% | 1,930 | 1,930 | — | $26.00万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $26.44万 | 0.02% | 3,531 | 3,531 | — | $26.44万 | 新建仓 |
| EFX | EQUIFAX INC | $26.49万 | 0.02% | 1,669 | 1,669 | — | $26.49万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $26.53万 | 0.02% | 1,243 | 1,243 | — | $26.53万 | 新建仓 |
| CR | CRANE COMPANY | $26.55万 | 0.02% | 1,190 | 1,190 | — | $26.55万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $26.56万 | 0.02% | 11,676 | 11,676 | — | $26.56万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $26.56万 | 0.02% | 45,563 | 8,598 | 23.3% | $5.01万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $26.78万 | 0.02% | 2,816 | 479 | 20.5% | $4.55万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $26.83万 | 0.02% | 1,927 | -65 | -3.3% | -$9,051 | 减仓 |
| FLEX | FLEX LTD | $27.28万 | 0.02% | 1,683 | 1,683 | — | $27.28万 | 新建仓 |
| IWF | ISHARES TR | $27.32万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $27.46万 | 0.02% | 1,628 | 3 | 0.2% | $506 | 加仓 |
| BCS | BARCLAYS PLC | $27.50万 | 0.02% | 10,237 | 10,237 | — | $27.50万 | 新建仓 |
| TREX | TREX INC | $27.58万 | 0.02% | 5,511 | 5,511 | — | $27.58万 | 新建仓 |
| ADBE | ADOBE INC | $27.80万 | 0.02% | 1,356 | 5 | 0.4% | $1,025 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $27.83万 | 0.02% | 5,357 | -335 | -5.9% | -$1.74万 | 减仓 |
| MCD | MCDONALDS CORP | $27.87万 | 0.02% | 1,031 | 1,031 | — | $27.87万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.01万 | 0.02% | 11,877 | 11,877 | — | $28.01万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $28.20万 | 0.02% | 5,807 | 5,807 | — | $28.20万 | 新建仓 |
| KEY | KEYCORP | $28.22万 | 0.02% | 12,241 | 682 | 5.9% | $1.57万 | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $28.25万 | 0.02% | 1,064 | -177 | -14.3% | -$4.70万 | 减仓 |
| MO | ALTRIA GROUP INC | $28.25万 | 0.02% | 3,927 | 3,927 | — | $28.25万 | 新建仓 |
| TPR | TAPESTRY INC | $28.31万 | 0.02% | 1,934 | 154 | 8.7% | $2.25万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $28.33万 | 0.02% | 11,816 | -270 | -2.2% | -$6,475 | 减仓 |
| NFLX | NETFLIX INC. | $28.35万 | 0.02% | 3,971 | 1,083 | 37.5% | $7.73万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $28.36万 | 0.02% | 5,985 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $28.38万 | 0.02% | 4,699 | 36 | 0.8% | $2,174 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.45万 | 0.02% | 2,286 | -870 | -27.6% | -$10.83万 | 重新持有 |
| CHE | CHEMED CORP NEW | $28.46万 | 0.02% | 611 | 611 | — | $28.46万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $28.48万 | 0.02% | 660 | 660 | — | $28.48万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $28.57万 | 0.02% | 1,282 | 110 | 9.4% | $2.45万 | 加仓 |
| CPAY | CORPAY INC | $28.63万 | 0.02% | 859 | 859 | — | $28.63万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $28.65万 | 0.02% | 3,439 | 491 | 16.7% | $4.09万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $28.66万 | 0.02% | 4,674 | 351 | 8.1% | $2.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $28.72万 | 0.02% | 3,686 | 363 | 10.9% | $2.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.75万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $28.97万 | 0.02% | 3,508 | -1,051 | -23.1% | -$8.68万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $29.09万 | 0.02% | 634 | -574 | -47.5% | -$26.33万 | 减仓 |
| OSK | OSHKOSH CORP | $29.16万 | 0.02% | 1,900 | 1,900 | — | $29.16万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $29.18万 | 0.02% | 3,163 | 905 | 40.1% | $8.35万 | 重新持有 |
| NWSA | NEWS CORP NEW | $29.20万 | 0.02% | 11,760 | 11,760 | — | $29.20万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $29.34万 | 0.02% | 554 | -139 | -20.1% | -$7.36万 | 减仓 |
| WMB | WILLIAMS COS INC | $29.45万 | 0.02% | 3,961 | -26 | -0.7% | -$1,933 | 重新持有 |
| NET | CLOUDFLARE INC | $29.61万 | 0.02% | 1,207 | 1,207 | — | $29.61万 | 新建仓 |
| RTX | RTX CORPORATION | $29.69万 | 0.02% | 1,565 | 1,565 | — | $29.69万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $29.73万 | 0.02% | 1,969 | 1,969 | — | $29.73万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $29.74万 | 0.02% | 7,648 | 2,679 | 53.9% | $10.42万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $29.89万 | 0.02% | 5,175 | 5,175 | — | $29.89万 | 新建仓 |
| UBS | UBS GROUP AG | $30.00万 | 0.02% | 6,054 | 770 | 14.6% | $3.82万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $30.08万 | 0.02% | 3,659 | 3,659 | — | $30.08万 | 新建仓 |
| TTC | TORO CO | $30.19万 | 0.02% | 3,099 | 139 | 4.7% | $1.35万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $30.23万 | 0.02% | 31,554 | 9,405 | 42.5% | $9.01万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.32万 | 0.02% | 1,121 | 1,121 | — | $30.32万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $30.36万 | 0.02% | 4,980 | 4,980 | — | $30.36万 | 新建仓 |
| RL | RALPH LAUREN CORP | $30.55万 | 0.02% | 761 | -114 | -13.0% | -$4.58万 | 减仓 |
| TURF | T ROWE PRICE EXCHANGE-TRADED | $30.58万 | 0.02% | 9,838 | 9,838 | — | $30.58万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $30.71万 | 0.02% | 8,072 | -2,113 | -20.7% | -$8.04万 | 减仓 |
| BLK | BLACKROCK INC | $30.87万 | 0.02% | 321 | 102 | 46.6% | $9.81万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $30.91万 | 0.02% | 914 | 914 | — | $30.91万 | 新建仓 |
| DOCU | DOCUSIGN INC | $30.99万 | 0.02% | 6,977 | 6,977 | — | $30.99万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $31.21万 | 0.02% | 10,334 | 1,005 | 10.8% | $3.04万 | 重新持有 |
| EXEL | EXELIXIS INC | $31.25万 | 0.02% | 5,744 | -834 | -12.7% | -$4.54万 | 减仓 |
| HRB | BLOCK H & R INC | $31.41万 | 0.02% | 8,249 | 8,249 | — | $31.41万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $31.58万 | 0.02% | 368 | 32 | 9.5% | $2.75万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $31.70万 | 0.03% | 7,671 | 7,671 | — | $31.70万 | 新建仓 |
| CPRT | COPART INC | $31.76万 | 0.03% | 11,265 | 4,265 | 60.9% | $12.02万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $31.83万 | 0.03% | 420 | 10 | 2.4% | $7,578 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $31.83万 | 0.03% | 8,169 | 8,169 | — | $31.83万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $31.99万 | 0.03% | 4,361 | 575 | 15.2% | $4.22万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $32.02万 | 0.03% | 2,894 | 2,894 | — | $32.02万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $32.04万 | 0.03% | 2,253 | 2,253 | — | $32.04万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.11万 | 0.03% | 9,490 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $32.29万 | 0.03% | 759 | 83 | 12.3% | $3.53万 | 加仓 |
| WELL | WELLTOWER INC | $32.52万 | 0.03% | 1,433 | 15 | 1.1% | $3,405 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $32.57万 | 0.03% | 11,401 | 11,401 | — | $32.57万 | 新建仓 |
| TXT | TEXTRON INC | $32.60万 | 0.03% | 3,554 | -35 | -1.0% | -$3,211 | 减仓 |
| AR | ANTERO RESOURCES CORP | $32.72万 | 0.03% | 9,310 | 3,336 | 55.8% | $11.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $32.76万 | 0.03% | 1,099 | 1,099 | — | $32.76万 | 新建仓 |
| IVZ | INVESCO LTD | $32.90万 | 0.03% | 12,465 | -196 | -1.5% | -$5,172 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.93万 | 0.03% | 441 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $32.96万 | 0.03% | 10,911 | 10,911 | — | $32.96万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.97万 | 0.03% | 432 | 432 | — | $32.97万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $33.02万 | 0.03% | 31,244 | 31,244 | — | $33.02万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $33.04万 | 0.03% | 2,020 | -1,383 | -40.6% | -$22.62万 | 重新持有 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $33.28万 | 0.03% | 6,298 | 6,298 | — | $33.28万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.34万 | 0.03% | 665 | 132 | 24.8% | $6.62万 | 重新持有 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $33.66万 | 0.03% | 5,589 | 589 | 11.8% | $3.55万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $33.71万 | 0.03% | 1,465 | 1,465 | — | $33.71万 | 新建仓 |
| VTR | VENTAS INC | $33.91万 | 0.03% | 3,819 | -1,235 | -24.4% | -$10.97万 | 重新持有 |
| RBRK | RUBRIK INC. | $34.21万 | 0.03% | 4,261 | 4,261 | — | $34.21万 | 新建仓 |
| DT | DYNATRACE INC | $34.28万 | 0.03% | 7,808 | 7,808 | — | $34.28万 | 新建仓 |