13F 机构持仓

JACKSON THORNTON WEALTH MANAGEMENT, LLC

MONTGOMERY AL · SEC CIK 0001903880

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 17.6%
DIMENSIONAL ET 16.2%
DFIV 7.8%
DFUV 7.4%
DFAX 4.5%
VGIT 3.6%
DISV 3.4%
DFUS 3.1%
DIMENSIONAL ET 2.7%
AVEM 2.2%

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
ACN ACCENTURE PLC IRELAND $00.00%0 —— — 申报中断
AMT AMERICAN TOWER CORP NEW $00.00%0 —— — 申报中断
BBY BEST BUY INC $00.00%0 -7,884-100.0% -$56.90万 清仓
IT GARTNER INC $00.00%0 —— — 申报中断
STE STERIS PLC $00.00%0 -1,906-100.0% -$49.56万 清仓
LYFT LYFT INC $00.00%0 -24,712-100.0% -$49.08万 清仓
IQV IQVIA HLDGS INC $00.00%0 —— — 申报中断
KDP KEURIG DR PEPPER INC $00.00%0 -17,450-100.0% -$47.71万 清仓
MDT MEDTRONIC PLC $00.00%0 -4,695-100.0% -$47.10万 清仓
— EXACT SCIENCES CORP $00.00%0 -4,274-100.0% -$43.45万 清仓
ESTC ELASTIC N V $00.00%0 -5,453-100.0% -$41.23万 清仓
ABBV ABBVIE INC $00.00%0 —— — 申报中断
VTR VENTAS INC $00.00%0 —— — 申报中断
FNF FIDELITY NATIONAL FINANCIAL $00.00%0 -6,456-100.0% -$36.53万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -842-100.0% -$34.22万 清仓
HD HOME DEPOT INC $00.00%0 —— — 申报中断
DHI D R HORTON INC $00.00%0 —— — 申报中断
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 —— — 申报中断
TFX TELEFLEX INCORPORATED $00.00%0 -2,569-100.0% -$32.07万 清仓
RBLX ROBLOX CORP $00.00%0 —— — 申报中断
VEEV VEEVA SYS INC $00.00%0 —— — 申报中断
OMC OMNICOM GROUP INC $00.00%0 -3,751-100.0% -$29.87万 清仓
PKG PACKAGING CORP AMER $00.00%0 —— — 申报中断
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
MMM 3M CO $00.00%0 -1,747-100.0% -$29.04万 清仓
CME CME GROUP INC $00.00%0 -1,069-100.0% -$28.77万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -1,497-100.0% -$27.82万 清仓
NDAQ NASDAQ INC $00.00%0 -2,736-100.0% -$27.55万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -740-100.0% -$27.48万 清仓
HUBS HUBSPOT INC $00.00%0 —— — 申报中断
— CONFLUENT INC $00.00%0 -8,932-100.0% -$26.96万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 —— — 申报中断
UAL UNITED AIRLS HLDGS INC $00.00%0 —— — 申报中断
WELL WELLTOWER INC $00.00%0 —— — 申报中断
ROKU ROKU INC $00.00%0 -2,306-100.0% -$26.12万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 —— — 申报中断
NNN NNN REIT INC $00.00%0 —— — 申报中断
KEY KEYCORP $00.00%0 —— — 申报中断
EG EVEREST GROUP LTD $00.00%0 -746-100.0% -$24.79万 清仓
GTLB GITLAB INC $00.00%0 -6,707-100.0% -$24.64万 清仓
PINS PINTEREST INC $00.00%0 -9,060-100.0% -$24.53万 清仓
ADSK AUTODESK INC $00.00%0 —— — 申报中断
HOOD ROBINHOOD MKTS INC $00.00%0 -1,963-100.0% -$23.89万 清仓
WMB WILLIAMS COS INC $00.00%0 —— — 申报中断
BIIB BIOGEN INC $00.00%0 —— — 申报中断
MTG MGIC INVT CORP WIS $00.00%0 -8,124-100.0% -$23.54万 清仓
JLL JONES LANG LASALLE INC $00.00%0 -671-100.0% -$23.52万 清仓
VLTO VERALTO CORP $00.00%0 -2,353-100.0% -$23.52万 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 —— — 申报中断
SCHW SCHWAB CHARLES CORP $00.00%0 —— — 申报中断
PGR PROGRESSIVE CORP $00.00%0 -1,092-100.0% -$23.19万 清仓
ANF ABERCROMBIE & FITCH CO $00.00%0 -1,790-100.0% -$23.06万 清仓
ORI OLD REP INTL CORP $00.00%0 -5,389-100.0% -$22.94万 清仓
MUSA MURPHY USA INC $00.00%0 -529-100.0% -$22.54万 清仓
GIS GENERAL MLS INC $00.00%0 —— — 申报中断
KLAC KLA CORP $00.00%0 —— — 申报中断
VRSK VERISK ANALYTICS INC $00.00%0 -1,004-100.0% -$22.21万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -1,621-100.0% -$21.96万 清仓
AXTA AXALTA COATING SYS LTD $00.00%0 -6,629-100.0% -$21.84万 清仓
SRPT SAREPTA THERAPEUTICS INC $00.00%0 -9,476-100.0% -$21.18万 清仓
PLTK PLAYTIKA HLDG CORP $00.00%0 -11,083-100.0% -$4.38万 清仓
— BEYOND MEAT INC $8,3380.00%13,976 13,976— $8,338 新建仓
— ALIGHT INC $2.70万0.00%46,683 46,683— $2.70万 新建仓
NWL NEWELL BRANDS INC $5.78万0.01%14,868 2,95624.8% $1.15万 加仓
NOK NOKIA CORP $11.13万0.01%11,764 11,764— $11.13万 新建仓
AEG AEGON LTD $11.30万0.01%14,359 2,62522.4% $2.07万 加仓
— HORIZON TECHNOLOGY FIN CORP $14.92万0.01%33,018 -1,146-3.4% -$5,180 减仓
ADT ADT INC DEL $15.31万0.01%22,752 -26,776-54.1% -$18.02万 减仓
MPT MEDICAL PROPERTIES TRUST INC $16.69万0.01%33,787 -3,091-8.4% -$1.53万 减仓
NWG NATWEST GROUP PLC $18.02万0.02%10,890 10,890— $18.02万 新建仓
MFG MIZUHO FINANCIAL GROUP INC $19.11万0.02%22,149 6,05937.7% $5.23万 加仓
LYG LLOYDS BANKING GROUP PLC $20.29万0.02%36,965 11,81747.0% $6.49万 加仓
SONY SONY GROUP CORP $20.39万0.02%9,685 2,82441.2% $5.94万 重新持有
RGA REINSURANCE GROUP AMER INC $20.44万0.02%997 -94-8.6% -$1.93万 减仓
RACE FERRARI N V $20.44万0.02%581 581— $20.44万 新建仓
UTHR UNITED THERAPEUTICS CORP DEL $20.58万0.02%360 -275-43.3% -$15.72万 减仓
EW EDWARDS LIFESCIENCES CORP $20.67万0.02%2,654 -653-19.7% -$5.08万 减仓
PCOR PROCORE TECHNOLOGIES INC $20.67万0.02%4,380 4,380— $20.67万 新建仓
MNST MONSTER BEVERAGE CORP NEW $20.84万0.02%2,752 -590-17.7% -$4.47万 减仓
TFC TRUIST FINL CORP $20.85万0.02%4,203 -736-14.9% -$3.65万 减仓
SAP SAP SE $20.91万0.02%1,282 1,282— $20.91万 新建仓
INTU INTUIT $21.06万0.02%600 27785.8% $9.72万 加仓
HSBC HSBC HLDGS PLC $21.09万0.02%2,337 2,337— $21.09万 新建仓
SNOW SNOWFLAKE INC $21.30万0.02%1,759 -1,165-39.8% -$14.11万 减仓
FIS FIDELITY NATL INFORMATION SV $21.55万0.02%4,969 4,969— $21.55万 新建仓
BLK BLACKROCK INC $21.88万0.02%219 219— $21.88万 新建仓
UBS UBS GROUP AG $21.92万0.02%5,284 5,284— $21.92万 新建仓
S SENTINELONE INC $22.17万0.02%18,568 18,568— $22.17万 新建仓
BDX BECTON DICKINSON & CO $22.22万0.02%1,441 -470-24.6% -$7.25万 减仓
G GENPACT LIMITED $22.28万0.02%6,519 -1,139-14.9% -$3.89万 减仓
— DUPONT DE NEMOURS INC $22.28万0.02%4,716 -270-5.4% -$1.28万 减仓
AR ANTERO RESOURCES CORP $22.64万0.02%5,974 -288-4.6% -$1.09万 减仓
BHP BHP BILLITON LIMITED $22.64万0.02%2,948 2,948— $22.64万 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $22.71万0.02%4,165 -30-0.7% -$1,636 减仓
CPRT COPART INC $22.93万0.02%7,000 7,000— $22.93万 新建仓
LAMR LAMAR ADVERTISING CO $23.12万0.02%1,733 -279-13.9% -$3.72万 减仓
OC OWENS CORNING NEW $23.19万0.02%2,029 2,029— $23.19万 新建仓
GS GOLDMAN SACHS GROUP INC $23.42万0.02%258 -82-24.1% -$7.44万 减仓
MHK MOHAWK INDS INC $23.60万0.02%2,281 61637.0% $6.37万 重新持有
THC TENET HEALTHCARE CORP $23.64万0.02%1,211 -702-36.7% -$13.71万 减仓