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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $36.90万 | 0.03% | 1,571 | 260 | 19.8% | $6.11万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $36.99万 | 0.03% | 3,978 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $37.48万 | 0.03% | 1,942 | -1,384 | -41.6% | -$26.71万 | 减仓 |
| V | VISA INC | $37.59万 | 0.03% | 1,235 | 163 | 15.2% | $4.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.81万 | 0.03% | 1,543 | 79 | 5.4% | $1.94万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $37.86万 | 0.03% | 960 | -8 | -0.8% | -$3,155 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $38.04万 | 0.03% | 7,117 | -1,855 | -20.7% | -$9.91万 | 减仓 |
| SPGI | S&P GLOBAL INC | $38.51万 | 0.03% | 927 | 927 | — | $38.51万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $38.78万 | 0.03% | 2,369 | 194 | 8.9% | $3.18万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $38.94万 | 0.03% | 1,310 | -16 | -1.2% | -$4,756 | 减仓 |
| PFE | PFIZER INC | $39.49万 | 0.03% | 14,668 | 1,953 | 15.4% | $5.26万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $39.93万 | 0.04% | 33,356 | -582 | -1.7% | -$6,967 | 减仓 |
| DX | DYNEX CAP INC | $40.34万 | 0.04% | 30,628 | -6,448 | -17.4% | -$8.49万 | 减仓 |
| DOW | DOW HLDGS INC | $40.70万 | 0.04% | 10,434 | 10,434 | — | $40.70万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $40.76万 | 0.04% | 5,159 | 804 | 18.5% | $6.35万 | 加仓 |
| BURL | BURLINGTON STORES INC | $41.12万 | 0.04% | 1,232 | 1,232 | — | $41.12万 | 新建仓 |
| BAC | BANK AMERICA CORP | $41.53万 | 0.04% | 7,904 | -1,631 | -17.1% | -$8.57万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $41.69万 | 0.04% | 18,752 | 8,610 | 84.9% | $19.14万 | 加仓 |
| HAS | HASBRO INC | $41.82万 | 0.04% | 4,559 | -22 | -0.5% | -$2,018 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $42.02万 | 0.04% | 3,260 | -248 | -7.1% | -$3.20万 | 减仓 |
| ROST | ROSS STORES INC | $42.24万 | 0.04% | 1,910 | 209 | 12.3% | $4.62万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $42.25万 | 0.04% | 3,917 | 51 | 1.3% | $5,501 | 加仓 |
| FTNT | FORTINET INC | $42.35万 | 0.04% | 5,522 | 1,360 | 32.7% | $10.43万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $42.47万 | 0.04% | 2,911 | -310 | -9.6% | -$4.52万 | 重新持有 |
| TGRT | T ROWE PRICE ETF INC | $43.51万 | 0.04% | 10,458 | 4,969 | 90.5% | $20.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.73万 | 0.04% | 2,316 | 557 | 31.7% | $10.52万 | 加仓 |
| DG | DOLLAR GEN CORP | $44.00万 | 0.04% | 3,802 | -444 | -10.5% | -$5.14万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $44.14万 | 0.04% | 1,935 | -1,835 | -48.7% | -$41.85万 | 减仓 |
| QUAL | ISHARES TR | $44.90万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $45.66万 | 0.04% | 9,773 | 2,309 | 30.9% | $10.79万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.89万 | 0.04% | 1,508 | -139 | -8.4% | -$4.23万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.97万 | 0.04% | 3,590 | -1,256 | -25.9% | -$16.08万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $46.72万 | 0.04% | 5,050 | 5,050 | — | $46.72万 | 新建仓 |
| NTRA | NATERA INC | $46.89万 | 0.04% | 2,429 | -409 | -14.4% | -$7.89万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $47.18万 | 0.04% | 7,352 | 358 | 5.1% | $2.30万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $47.89万 | 0.04% | 2,785 | -545 | -16.4% | -$9.37万 | 减仓 |
| DHR | DANAHER CORP DEL | $47.95万 | 0.04% | 2,529 | 194 | 8.3% | $3.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $48.27万 | 0.04% | 3,276 | -2,998 | -47.8% | -$44.18万 | 减仓 |
| ILMN | ILLUMINA INC | $48.34万 | 0.04% | 3,997 | -405 | -9.2% | -$4.90万 | 减仓 |
| IEMG | ISHARES INC | $49.35万 | 0.04% | 6,647 | -407 | -5.8% | -$3.02万 | 减仓 |
| UNIT | UNITI GROUP LLC | $49.53万 | 0.04% | 45,694 | -1,656 | -3.5% | -$1.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.92万 | 0.05% | 510 | 267 | 109.9% | $26.66万 | 加仓 |
| BWA | BORGWARNER INC | $51.36万 | 0.05% | 9,427 | -2,781 | -22.8% | -$15.15万 | 减仓 |
| TSN | TYSON FOODS INC | $52.47万 | 0.05% | 7,994 | 1,405 | 21.3% | $9.22万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $52.98万 | 0.05% | 4,858 | 17 | 0.4% | $1,854 | 加仓 |
| APH | AMPHENOL CORP | $53.03万 | 0.05% | 3,768 | -287 | -7.1% | -$4.04万 | 减仓 |
| CMI | CUMMINS INC | $53.60万 | 0.05% | 870 | 71 | 8.9% | $4.37万 | 加仓 |
| MLI | MUELLER INDS INC | $53.69万 | 0.05% | 4,431 | 101 | 2.3% | $1.22万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $53.92万 | 0.05% | 1,208 | 575 | 90.8% | $25.66万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $54.05万 | 0.05% | 19,326 | 8 | 0.0% | $224 | 加仓 |
| TER | TERADYNE INC | $54.68万 | 0.05% | 1,486 | 286 | 23.8% | $10.52万 | 加仓 |
| CIEN | CIENA CORP | $54.81万 | 0.05% | 1,105 | -29 | -2.6% | -$1.44万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $55.94万 | 0.05% | 1,669 | -74 | -4.2% | -$2.48万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $56.33万 | 0.05% | 4,851 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $57.64万 | 0.05% | 8,499 | 2,098 | 32.8% | $14.23万 | 加仓 |
| ASML | ASML HLDG NV | $58.10万 | 0.05% | 393 | 127 | 47.7% | $18.77万 | 加仓 |
| INCY | INCYTE CORP | $58.20万 | 0.05% | 6,058 | -899 | -12.9% | -$8.64万 | 减仓 |
| EQIX | EQUINIX INC | $58.72万 | 0.05% | 570 | 61 | 12.0% | $6.28万 | 加仓 |
| SNDK | SANDISK CORP | $58.86万 | 0.05% | 691 | -1,089 | -61.2% | -$92.76万 | 减仓 |
| CAT | CATERPILLAR INC | $59.30万 | 0.05% | 750 | -6 | -0.8% | -$4,744 | 减仓 |
| EME | EMCOR GROUP INC | $60.42万 | 0.05% | 753 | 164 | 27.8% | $13.16万 | 加仓 |
| TGT | TARGET CORP | $63.33万 | 0.06% | 5,196 | 560 | 12.1% | $6.83万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $63.55万 | 0.06% | 12,649 | 12,649 | — | $63.55万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.60万 | 0.06% | 2,876 | 308 | 12.0% | $6.81万 | 加仓 |
| NEM | NEWMONT CORP | $65.24万 | 0.06% | 5,396 | 318 | 6.3% | $3.84万 | 加仓 |
| MS | MORGAN STANLEY | $65.28万 | 0.06% | 3,675 | 3,675 | — | $65.28万 | 新建仓 |
| PSX | PHILLIPS 66 | $66.49万 | 0.06% | 4,175 | 190 | 4.8% | $3.03万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $68.08万 | 0.06% | 4,049 | 2,112 | 109.0% | $35.51万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $69.41万 | 0.06% | 2,352 | 243 | 11.5% | $7.17万 | 加仓 |
| ABNB | AIRBNB INC | $71.02万 | 0.06% | 5,507 | -415 | -7.0% | -$5.35万 | 减仓 |
| C | CITIGROUP INC | $71.84万 | 0.06% | 5,775 | 805 | 16.2% | $10.01万 | 加仓 |
| GEV | GE VERNOVA INC | $76.23万 | 0.07% | 769 | 243 | 46.2% | $24.09万 | 加仓 |
| TJX | TJX COS INC NEW | $81.22万 | 0.07% | 5,026 | 376 | 8.1% | $6.08万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $81.70万 | 0.07% | 1,091 | 101 | 10.2% | $7.56万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $82.02万 | 0.07% | 12,097 | 1,341 | 12.5% | $9.09万 | 加仓 |
| IVV | ISHARES TR | $82.53万 | 0.07% | 1,209 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $84.05万 | 0.07% | 22,533 | -5,671 | -20.1% | -$21.15万 | 减仓 |
| IVLU | ISHARES TR | $86.16万 | 0.08% | 20,721 | 89 | 0.4% | $3,701 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.76万 | 0.08% | 2,800 | -177 | -5.9% | -$5.48万 | 减仓 |
| GE | GE AEROSPACE | $88.65万 | 0.08% | 2,875 | 3 | 0.1% | $925 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $89.11万 | 0.08% | 1,452 | 166 | 12.9% | $10.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $89.91万 | 0.08% | 6,194 | 3,690 | 147.4% | $53.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $91.26万 | 0.08% | 3,827 | -373 | -8.9% | -$8.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.28万 | 0.08% | 1,923 | -653 | -25.3% | -$31.34万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $97.01万 | 0.09% | 6,301 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $98.77万 | 0.09% | 12,924 | 705 | 5.8% | $5.39万 | 加仓 |
| SO | SOUTHERN CO | $103.18万 | 0.09% | 10,621 | -48 | -0.4% | -$4,663 | 减仓 |
| CB | CHUBB LTD SWITZ | $106.24万 | 0.09% | 3,240 | -188 | -5.5% | -$6.16万 | 减仓 |
| FTI | TECHNIPFMC PLC | $113.01万 | 0.10% | 15,315 | 938 | 6.5% | $6.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $114.09万 | 0.10% | 4,327 | -193 | -4.3% | -$5.09万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $116.80万 | 0.10% | 3,401 | 18 | 0.5% | $6,182 | 加仓 |
| TSLA | TESLA INC | $117.00万 | 0.10% | 3,353 | -360 | -9.7% | -$12.56万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $117.67万 | 0.10% | 5,183 | 381 | 7.9% | $8.65万 | 加仓 |
| META | META PLATFORMS INC | $125.66万 | 0.11% | 1,995 | -334 | -14.3% | -$21.04万 | 减仓 |
| KO | COCA COLA CO | $129.79万 | 0.11% | 16,754 | 12,288 | 275.1% | $95.20万 | 加仓 |
| FIX | COMFORT SYS USA INC | $129.82万 | 0.11% | 815 | 13 | 1.6% | $2.07万 | 加仓 |
| LLY | ELI LILLY & CO | $132.75万 | 0.12% | 1,413 | 45 | 3.3% | $4.23万 | 加仓 |
| INTC | INTEL CORP | $137.71万 | 0.12% | 22,076 | -6,868 | -23.7% | -$42.84万 | 减仓 |
| PCG | PG&E CORP | $138.56万 | 0.12% | 74,738 | 6,285 | 9.2% | $11.65万 | 加仓 |
| PEP | PEPSICO INC | $138.61万 | 0.12% | 8,825 | 791 | 9.8% | $12.42万 | 加仓 |