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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $52.05万 | 0.04% | 2,877 | 957 | 49.8% | $17.31万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $53.81万 | 0.04% | 7,679 | 327 | 4.4% | $2.29万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.51万 | 0.04% | 3,250 | 3,250 | — | $54.51万 | 新建仓 |
| VRSN | VERISIGN INC | $54.79万 | 0.04% | 2,178 | 983 | 82.3% | $24.73万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.94万 | 0.04% | 4,709 | 1,119 | 31.2% | $13.06万 | 加仓 |
| IEMG | ISHARES INC | $55.11万 | 0.04% | 6,652 | 5 | 0.1% | $414 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $55.67万 | 0.04% | 7,157 | 2,387 | 50.0% | $18.57万 | 加仓 |
| KLAC | KLA CORP | $55.82万 | 0.04% | 1,850 | 1,690 | 1,056.2% | $50.99万 | 重新持有 |
| ORCL | ORACLE CORP | $55.85万 | 0.04% | 3,811 | 1,363 | 55.7% | $19.97万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $56.03万 | 0.04% | 1,091 | 504 | 85.9% | $25.89万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $56.24万 | 0.04% | 19,412 | 86 | 0.4% | $2,491 | 加仓 |
| NTRA | NATERA INC | $56.87万 | 0.04% | 2,095 | -334 | -13.8% | -$9.07万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $56.88万 | 0.04% | 52,323 | 52,323 | — | $56.88万 | 新建仓 |
| BAC | BANK OF AMER CORP | $57.44万 | 0.05% | 10,081 | 2,177 | 27.5% | $12.40万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.10万 | 0.05% | 13,612 | 9,433 | 225.7% | $40.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $58.23万 | 0.05% | 1,143 | -309 | -21.3% | -$15.74万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $58.32万 | 0.05% | 23,088 | 4,336 | 23.1% | $10.95万 | 加仓 |
| BA | BOEING CO | $58.82万 | 0.05% | 2,717 | 1,379 | 103.1% | $29.85万 | 加仓 |
| ROST | ROSS STORES INC | $58.94万 | 0.05% | 2,769 | 859 | 45.0% | $18.28万 | 加仓 |
| SNPS | SYNOPSYS INC | $59.15万 | 0.05% | 1,326 | 1,326 | — | $59.15万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $59.85万 | 0.05% | 8,281 | 4,370 | 111.7% | $31.58万 | 加仓 |
| APH | AMPHENOL CORP | $59.97万 | 0.05% | 3,401 | -367 | -9.7% | -$6.47万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $60.25万 | 0.05% | 1,825 | 515 | 39.3% | $17.00万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $60.55万 | 0.05% | 3,018 | 1,076 | 55.4% | $21.59万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $60.61万 | 0.05% | 972 | -119 | -10.9% | -$7.42万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $60.64万 | 0.05% | 983 | 983 | — | $60.64万 | 新建仓 |
| MLI | MUELLER INDS INC | $60.68万 | 0.05% | 4,936 | 505 | 11.4% | $6.21万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $60.99万 | 0.05% | 32,912 | 32,912 | — | $60.99万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $62.13万 | 0.05% | 4,851 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $62.74万 | 0.05% | 756 | 3 | 0.4% | $2,490 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.30万 | 0.05% | 2,251 | 978 | 76.8% | $27.50万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $63.36万 | 0.05% | 137,142 | 103,355 | 305.9% | $47.75万 | 加仓 |
| INCY | INCYTE CORP | $63.91万 | 0.05% | 5,638 | -420 | -6.9% | -$4.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.45万 | 0.05% | 689 | 179 | 35.1% | $16.74万 | 加仓 |
| PEP | PEPSICO INC | $65.29万 | 0.05% | 4,822 | -4,003 | -45.4% | -$54.20万 | 减仓 |
| VEEV | VEEVA SYS INC | $65.98万 | 0.05% | 3,718 | 2,426 | 187.8% | $43.05万 | 重新持有 |
| FTNT | FORTINET INC | $66.50万 | 0.05% | 4,329 | -1,193 | -21.6% | -$18.33万 | 减仓 |
| CSCO | CISCO SYS INC | $66.79万 | 0.05% | 5,686 | 1,777 | 45.5% | $20.87万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $67.21万 | 0.05% | 5,445 | 587 | 12.1% | $7.25万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $67.66万 | 0.05% | 3,983 | 707 | 21.6% | $12.01万 | 加仓 |
| ILMN | ILLUMINA INC | $69.35万 | 0.05% | 3,944 | -53 | -1.3% | -$9,319 | 减仓 |
| TGT | TARGET CORP | $71.08万 | 0.06% | 5,442 | 246 | 4.7% | $3.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $72.79万 | 0.06% | 4,391 | 2,966 | 208.1% | $49.16万 | 加仓 |
| AMAT | APPLIED MATLS INC | $74.11万 | 0.06% | 1,025 | 387 | 60.7% | $27.98万 | 加仓 |
| SNOW | SNOWFLAKE INC | $75.28万 | 0.06% | 2,958 | 1,199 | 68.2% | $30.51万 | 加仓 |
| NEWT | NEWTEKONE INC | $75.54万 | 0.06% | 51,008 | 25,275 | 98.2% | $37.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $76.09万 | 0.06% | 5,189 | -1,005 | -16.2% | -$14.74万 | 减仓 |
| CMI | CUMMINS INC | $77.45万 | 0.06% | 1,086 | 216 | 24.8% | $15.41万 | 加仓 |
| EQIX | EQUINIX INC | $78.70万 | 0.06% | 755 | 185 | 32.5% | $19.28万 | 加仓 |
| DX | DYNEX CAP INC | $80.14万 | 0.06% | 61,129 | 30,501 | 99.6% | $39.99万 | 加仓 |
| PSX | PHILLIPS 66 | $80.32万 | 0.06% | 4,751 | 576 | 13.8% | $9.74万 | 加仓 |
| AGNC | AGNC INVT CORP | $80.51万 | 0.06% | 73,861 | 73,861 | — | $80.51万 | 新建仓 |
| AON | AON PLC | $80.77万 | 0.06% | 2,435 | 1,655 | 212.2% | $54.89万 | 加仓 |
| TJX | TJX COS INC NEW | $81.60万 | 0.06% | 5,386 | 360 | 7.2% | $5.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $83.04万 | 0.07% | 10,048 | 7,064 | 236.7% | $58.38万 | 加仓 |
| V | VISA INC | $83.23万 | 0.07% | 2,426 | 1,191 | 96.4% | $40.86万 | 加仓 |
| DAL | DELTA AIR LINES INC | $83.55万 | 0.07% | 8,921 | 422 | 5.0% | $3.95万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $83.70万 | 0.07% | 2,500 | 148 | 6.3% | $4.96万 | 加仓 |
| TER | TERADYNE INC | $84.14万 | 0.07% | 1,739 | 253 | 17.0% | $12.24万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $85.36万 | 0.07% | 3,467 | 591 | 20.5% | $14.55万 | 加仓 |
| IVLU | ISHARES TR | $85.54万 | 0.07% | 20,455 | -266 | -1.3% | -$1.11万 | 减仓 |
| ASML | ASML HLDG NV | $88.33万 | 0.07% | 444 | 51 | 13.0% | $10.15万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $89.54万 | 0.07% | 3,915 | 1,004 | 34.5% | $22.96万 | 加仓 |
| IVV | ISHARES TR | $90.54万 | 0.07% | 1,209 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $90.62万 | 0.07% | 851 | 101 | 13.5% | $10.76万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $91.84万 | 0.07% | 14,603 | 2,506 | 20.7% | $15.76万 | 加仓 |
| C | CITIGROUP INC | $92.33万 | 0.07% | 6,597 | 822 | 14.2% | $11.50万 | 加仓 |
| SNDK | SANDISK CORP | $93.22万 | 0.07% | 410 | -281 | -40.7% | -$63.89万 | 减仓 |
| GEV | GE VERNOVA INC | $93.64万 | 0.07% | 797 | 28 | 3.6% | $3.29万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $95.24万 | 0.08% | 42,594 | 42,594 | — | $95.24万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $97.33万 | 0.08% | 6,309 | 8 | 0.1% | $1,234 | 加仓 |
| HD | HOME DEPOT INC | $98.59万 | 0.08% | 2,796 | 1,818 | 185.9% | $64.11万 | 重新持有 |
| FTI | TECHNIPFMC PLC | $100.62万 | 0.08% | 15,177 | -138 | -0.9% | -$9,149 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $100.90万 | 0.08% | 84,506 | 51,150 | 153.3% | $61.07万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.66万 | 0.08% | 2,446 | 938 | 62.2% | $38.99万 | 加仓 |
| GE | GE AEROSPACE | $101.73万 | 0.08% | 2,722 | -153 | -5.3% | -$5.72万 | 减仓 |
| ABNB | AIRBNB INC | $105.62万 | 0.08% | 7,381 | 1,874 | 34.0% | $26.82万 | 加仓 |
| PFFA | ETFIS SER TR I | $106.02万 | 0.08% | 51,541 | 51,541 | — | $106.02万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $107.40万 | 0.08% | 1,113 | 640 | 135.3% | $61.76万 | 加仓 |
| MS | MORGAN STANLEY | $108.53万 | 0.09% | 5,192 | 1,517 | 41.3% | $31.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $110.50万 | 0.09% | 4,351 | 524 | 13.7% | $13.31万 | 加仓 |
| GM | GENERAL MTRS CO | $110.82万 | 0.09% | 14,377 | 1,453 | 11.2% | $11.20万 | 加仓 |
| CB | CHUBB LIMITED | $118.99万 | 0.09% | 3,492 | 252 | 7.8% | $8.59万 | 加仓 |
| SO | SOUTHERN CO | $121.21万 | 0.10% | 12,664 | 2,043 | 19.2% | $19.55万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.28万 | 0.10% | 21,395 | -2,876 | -11.8% | -$16.57万 | 减仓 |
| FDX | FEDEX CORP | $123.87万 | 0.10% | 3,956 | 207 | 5.5% | $6.48万 | 加仓 |
| PCG | PG&E CORP | $128.07万 | 0.10% | 76,141 | 1,403 | 1.9% | $2.36万 | 加仓 |
| WMT | WALMART INC | $129.12万 | 0.10% | 11,400 | -5,511 | -32.6% | -$62.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $129.54万 | 0.10% | 2,230 | 687 | 44.5% | $39.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $130.98万 | 0.10% | 1,907 | 1,448 | 315.5% | $99.45万 | 加仓 |
| EIX | EDISON INTL | $131.93万 | 0.10% | 17,721 | -1,460 | -7.6% | -$10.87万 | 减仓 |
| CNC | CENTENE CORP DEL | $132.49万 | 0.10% | 20,640 | -1,893 | -8.4% | -$12.15万 | 减仓 |
| KO | COCA COLA CO | $144.18万 | 0.11% | 17,741 | 987 | 5.9% | $8.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $149.39万 | 0.12% | 4,564 | 1,764 | 63.0% | $57.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.07万 | 0.12% | 2,999 | 1,076 | 56.0% | $53.84万 | 加仓 |
| MRK | MERCK & CO INC | $154.28万 | 0.12% | 12,006 | -727 | -5.7% | -$9.34万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $163.67万 | 0.13% | 5,655 | 472 | 9.1% | $13.66万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $169.56万 | 0.13% | 23,120 | -396 | -1.7% | -$2.90万 | 减仓 |
| FIX | COMFORT SYS USA INC | $170.45万 | 0.13% | 860 | 45 | 5.5% | $8.92万 | 加仓 |
| META | META PLATFORMS INC | $171.13万 | 0.14% | 3,038 | 1,043 | 52.3% | $58.75万 | 加仓 |