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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $34.57万 | 0.03% | 2,206 | 55 | 2.6% | $8,620 | 加仓 |
| CSGP | COSTAR GROUP INC | $34.83万 | 0.03% | 12,298 | 12,298 | — | $34.83万 | 新建仓 |
| RBC | RBC BEARINGS INC | $34.84万 | 0.03% | 541 | 541 | — | $34.84万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.92万 | 0.03% | 3,633 | 881 | 32.0% | $8.47万 | 加仓 |
| BURL | BURLINGTON STORES INC | $35.04万 | 0.03% | 1,106 | -126 | -10.2% | -$3.99万 | 减仓 |
| IT | GARTNER INC | $35.05万 | 0.03% | 2,704 | 509 | 23.2% | $6.60万 | 重新持有 |
| SONY | SONY GROUP CORP | $35.09万 | 0.03% | 17,490 | 7,805 | 80.6% | $15.66万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $35.09万 | 0.03% | 21,893 | 7,533 | 52.5% | $12.08万 | 加仓 |
| CVS | CVS HEALTH CORP | $35.14万 | 0.03% | 3,397 | -10 | -0.3% | -$1,035 | 减仓 |
| MCO | MOODYS CORP | $35.28万 | 0.03% | 779 | 779 | — | $35.28万 | 新建仓 |
| PODD | INSULET CORP | $35.34万 | 0.03% | 2,321 | 2,321 | — | $35.34万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $35.35万 | 0.03% | 4,104 | -168 | -3.9% | -$1.45万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $35.37万 | 0.03% | 7,841 | 7,841 | — | $35.37万 | 新建仓 |
| GLW | CORNING INC | $35.38万 | 0.03% | 1,385 | 1,385 | — | $35.38万 | 新建仓 |
| SYK | STRYKER CORPORATION | $35.42万 | 0.03% | 1,125 | 1,125 | — | $35.42万 | 新建仓 |
| WAB | WABTEC | $35.43万 | 0.03% | 1,314 | 245 | 22.9% | $6.61万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $35.60万 | 0.03% | 3,406 | 3,406 | — | $35.60万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $35.80万 | 0.03% | 2,173 | 416 | 23.7% | $6.85万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $35.92万 | 0.03% | 2,585 | 2,585 | — | $35.92万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $36.04万 | 0.03% | 3,630 | -287 | -7.3% | -$2.85万 | 减仓 |
| QCOM | QUALCOMM INC | $36.18万 | 0.03% | 1,958 | 365 | 22.9% | $6.74万 | 重新持有 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $36.39万 | 0.03% | 7,280 | 3,737 | 105.5% | $18.68万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $36.49万 | 0.03% | 1,225 | 1,225 | — | $36.49万 | 新建仓 |
| COO | COOPER COS INC | $36.60万 | 0.03% | 5,104 | 5,104 | — | $36.60万 | 新建仓 |
| NVT | NVENT ELEC PLC | $36.64万 | 0.03% | 2,160 | 2,160 | — | $36.64万 | 新建仓 |
| HAL | HALLIBURTON CO | $36.76万 | 0.03% | 10,828 | 10,828 | — | $36.76万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $36.92万 | 0.03% | 2,367 | 634 | 36.6% | $9.89万 | 加仓 |
| MTZ | MASTEC INC | $36.99万 | 0.03% | 889 | 31 | 3.6% | $1.29万 | 加仓 |
| DDOG | DATADOG INC | $37.13万 | 0.03% | 1,426 | 1,426 | — | $37.13万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $37.14万 | 0.03% | 2,731 | 484 | 21.5% | $6.58万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $37.33万 | 0.03% | 5,334 | 175 | 3.4% | $1.22万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $37.35万 | 0.03% | 1,494 | 1,494 | — | $37.35万 | 新建仓 |
| HUBS | HUBSPOT INC | $37.52万 | 0.03% | 2,056 | 1,365 | 197.5% | $24.91万 | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION | $37.70万 | 0.03% | 4,134 | 1,435 | 53.2% | $13.09万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $37.92万 | 0.03% | 2,622 | 206 | 8.5% | $2.98万 | 加仓 |
| DOV | DOVER CORP | $38.17万 | 0.03% | 1,702 | 216 | 14.5% | $4.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $38.36万 | 0.03% | 3,978 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $38.44万 | 0.03% | 15,962 | 1,294 | 8.8% | $3.12万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.61万 | 0.03% | 2,822 | 963 | 51.8% | $13.17万 | 加仓 |
| UL | UNILEVER PLC | $38.81万 | 0.03% | 6,456 | 1,723 | 36.4% | $10.36万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $39.14万 | 0.03% | 1,105 | -564 | -33.8% | -$19.98万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $39.20万 | 0.03% | 3,886 | -1,164 | -23.0% | -$11.74万 | 减仓 |
| PLD | PROLOGIS INC. | $39.23万 | 0.03% | 2,896 | 355 | 14.0% | $4.81万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.29万 | 0.03% | 791 | 791 | — | $39.29万 | 新建仓 |
| BIIB | BIOGEN INC | $39.52万 | 0.03% | 1,829 | 532 | 41.0% | $11.49万 | 重新持有 |
| KMX | CARMAX INC | $39.67万 | 0.03% | 7,501 | -2,272 | -23.2% | -$12.02万 | 减仓 |
| EVR | EVERCORE INC | $39.78万 | 0.03% | 1,165 | 359 | 44.5% | $12.26万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.92万 | 0.03% | 1,005 | 316 | 45.9% | $12.55万 | 加仓 |
| DG | DOLLAR GEN CORP | $39.97万 | 0.03% | 3,472 | -330 | -8.7% | -$3.80万 | 减仓 |
| S | SENTINELONE INC | $40.06万 | 0.03% | 23,605 | 5,037 | 27.1% | $8.55万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.14万 | 0.03% | 2,747 | 1,006 | 57.8% | $14.70万 | 加仓 |
| T | AT&T INC | $40.52万 | 0.03% | 19,576 | 19,576 | — | $40.52万 | 新建仓 |
| CUBE | CUBESMART | $40.58万 | 0.03% | 10,203 | 10,203 | — | $40.58万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $41.01万 | 0.03% | 1,241 | 1,241 | — | $41.01万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $41.06万 | 0.03% | 29,755 | 8,761 | 41.7% | $12.09万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $41.11万 | 0.03% | 12,859 | 2,104 | 19.6% | $6.73万 | 加仓 |
| TSN | TYSON FOODS INC | $41.13万 | 0.03% | 7,185 | -809 | -10.1% | -$4.63万 | 减仓 |
| MDB | MONGODB INC | $41.69万 | 0.03% | 1,241 | 97 | 8.5% | $3.26万 | 加仓 |
| OC | OWENS CORNING NEW | $41.82万 | 0.03% | 2,631 | 602 | 29.7% | $9.57万 | 加仓 |
| AYI | ACUITY INC | $41.85万 | 0.03% | 1,111 | 1,111 | — | $41.85万 | 新建仓 |
| INTU | INTUIT | $41.92万 | 0.03% | 1,606 | 1,006 | 167.7% | $26.26万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $41.98万 | 0.03% | 4,868 | 529 | 12.2% | $4.56万 | 加仓 |
| NNN | NNN REIT INC | $42.17万 | 0.03% | 9,063 | 2,842 | 45.7% | $13.22万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $42.38万 | 0.03% | 419 | 161 | 62.4% | $16.28万 | 加仓 |
| NTRS | NORTHERN TR CORP | $42.45万 | 0.03% | 2,442 | 270 | 12.4% | $4.69万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $42.57万 | 0.03% | 2,554 | -1,495 | -36.9% | -$24.92万 | 减仓 |
| NOW | SERVICENOW INC | $42.70万 | 0.03% | 4,301 | 946 | 28.2% | $9.39万 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $42.86万 | 0.03% | 90,609 | 57,591 | 174.4% | $27.24万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $42.94万 | 0.03% | 4,975 | 810 | 19.4% | $6.99万 | 加仓 |
| RBLX | ROBLOX CORP | $43.31万 | 0.03% | 7,965 | 3,794 | 91.0% | $20.63万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $43.42万 | 0.03% | 1,697 | -238 | -12.3% | -$6.09万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $43.65万 | 0.03% | 3,286 | 844 | 34.6% | $11.21万 | 加仓 |
| ARMK | ARAMARK | $43.78万 | 0.03% | 7,694 | -25 | -0.3% | -$1,422 | 减仓 |
| NEM | NEWMONT CORP | $43.84万 | 0.03% | 4,694 | -702 | -13.0% | -$6.56万 | 减仓 |
| GIS | GENERAL MILLS INC | $44.29万 | 0.04% | 12,727 | 7,610 | 148.7% | $26.48万 | 重新持有 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.38万 | 0.04% | 2,633 | -627 | -19.2% | -$10.57万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $44.48万 | 0.04% | 4,138 | 1,679 | 68.3% | $18.05万 | 加仓 |
| NTNX | NUTANIX INC | $45.18万 | 0.04% | 8,865 | 8,865 | — | $45.18万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $45.58万 | 0.04% | 4,355 | 4,355 | — | $45.58万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $46.07万 | 0.04% | 2,384 | 15 | 0.6% | $2,898 | 加仓 |
| ABBV | ABBVIE INC | $47.16万 | 0.04% | 1,874 | 98 | 5.5% | $2.47万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $47.50万 | 0.04% | 1,824 | 1,824 | — | $47.50万 | 新建仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $47.81万 | 0.04% | 10,458 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $47.90万 | 0.04% | 6,559 | 1,357 | 26.1% | $9.91万 | 加仓 |
| SPGI | S&P GLOBAL INC | $48.06万 | 0.04% | 1,180 | 253 | 27.3% | $10.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.38万 | 0.04% | 2,160 | -156 | -6.7% | -$3.49万 | 减仓 |
| AME | AMETEK INC | $48.39万 | 0.04% | 2,000 | 429 | 27.3% | $10.38万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $48.50万 | 0.04% | 51,649 | 51,649 | — | $48.50万 | 新建仓 |
| CIEN | CIENA CORP | $48.66万 | 0.04% | 992 | -113 | -10.2% | -$5.54万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $49.35万 | 0.04% | 24,809 | 6,558 | 35.9% | $13.04万 | 加仓 |
| QUAL | ISHARES TR | $49.39万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $49.42万 | 0.04% | 7,443 | -1,984 | -21.0% | -$13.17万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $49.90万 | 0.04% | 5,499 | 5,499 | — | $49.90万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $50.11万 | 0.04% | 3,006 | 3,006 | — | $50.11万 | 新建仓 |
| EOG | EOG RES INC | $50.15万 | 0.04% | 3,866 | 3,866 | — | $50.15万 | 新建仓 |
| DHR | DANAHER CORP DEL | $51.41万 | 0.04% | 2,699 | 170 | 6.7% | $3.24万 | 加仓 |
| LIN | LINDE PLC | $51.53万 | 0.04% | 993 | 327 | 49.1% | $16.97万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $51.64万 | 0.04% | 21,781 | 4,930 | 29.3% | $11.69万 | 加仓 |
| UNIT | UNITI GROUP LLC | $51.80万 | 0.04% | 45,164 | -530 | -1.2% | -$6,079 | 减仓 |
| PAYX | PAYCHEX INC | $51.85万 | 0.04% | 5,273 | 1,400 | 36.1% | $13.77万 | 加仓 |