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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -113,125 | -100.0% | -$1,905.17万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -9,770 | -100.0% | -$149.00万 | 清仓 |
| XHLF | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -12,649 | -100.0% | -$63.55万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,785 | -100.0% | -$47.89万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -7,117 | -100.0% | -$38.04万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -960 | -100.0% | -$37.86万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,508 | -100.0% | -$32.78万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,282 | -100.0% | -$31.27万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -907 | -100.0% | -$31.12万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,882 | -100.0% | -$30.84万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -3,659 | -100.0% | -$28.26万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,683 | -100.0% | -$27.76万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9,218 | -100.0% | -$25.79万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,096 | -100.0% | -$25.76万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,216 | -100.0% | -$25.74万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -9,739 | -100.0% | -$25.61万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -2,241 | -100.0% | -$23.97万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,211 | -100.0% | -$23.64万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -6,519 | -100.0% | -$22.28万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,441 | -100.0% | -$22.22万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,282 | -100.0% | -$20.91万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,380 | -100.0% | -$20.67万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -2,654 | -100.0% | -$20.67万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -581 | -100.0% | -$20.44万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -997 | -100.0% | -$20.44万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -22,752 | -100.0% | -$15.31万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -46,683 | -100.0% | -$2.70万 | 清仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $5,241 | 0.00% | 22,737 | 22,737 | — | $5,241 | 新建仓 |
| — | BEYOND MEAT INC | $9,781 | 0.00% | 13,041 | -935 | -6.7% | -$701 | 减仓 |
| COTY | COTY INC | $2.36万 | 0.00% | 10,938 | 10,938 | — | $2.36万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $3.54万 | 0.00% | 12,086 | 12,086 | — | $3.54万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $7.50万 | 0.01% | 13,245 | 13,245 | — | $7.50万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $9.90万 | 0.01% | 16,123 | 1,255 | 8.4% | $7,706 | 加仓 |
| NMR | NOMURA HLDGS INC | $11.86万 | 0.01% | 13,511 | 13,511 | — | $11.86万 | 新建仓 |
| FRSH | FRESHWORKS INC | $14.48万 | 0.01% | 14,308 | 14,308 | — | $14.48万 | 新建仓 |
| AEG | AEGON LTD | $14.73万 | 0.01% | 17,448 | 3,089 | 21.5% | $2.61万 | 加仓 |
| NOK | NOKIA CORP | $17.20万 | 0.01% | 12,950 | 1,186 | 10.1% | $1.58万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $19.96万 | 0.02% | 14,832 | 14,832 | — | $19.96万 | 新建仓 |
| DUOL | DUOLINGO INC | $20.00万 | 0.02% | 1,739 | 1,739 | — | $20.00万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.00万 | 0.02% | 842 | 842 | — | $20.00万 | 新建仓 |
| ALV | AUTOLIV INC | $20.06万 | 0.02% | 1,727 | 1,727 | — | $20.06万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $20.11万 | 0.02% | 976 | 976 | — | $20.11万 | 新建仓 |
| SLB | SLB LIMITED | $20.22万 | 0.02% | 4,350 | 4,350 | — | $20.22万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.26万 | 0.02% | 374 | 14 | 3.9% | $7,586 | 加仓 |
| FLS | FLOWSERVE CORP | $20.28万 | 0.02% | 2,735 | -258 | -8.6% | -$1.91万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $20.31万 | 0.02% | 4,703 | -2,407 | -33.9% | -$10.39万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $20.34万 | 0.02% | 3,352 | 3,352 | — | $20.34万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.42万 | 0.02% | 890 | 890 | — | $20.42万 | 新建仓 |
| COHR | COHERENT CORP | $20.59万 | 0.02% | 522 | 522 | — | $20.59万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $20.65万 | 0.02% | 1,600 | 1,600 | — | $20.65万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $20.66万 | 0.02% | 2,653 | 2,653 | — | $20.66万 | 新建仓 |
| MPC | MARATHON PETE CORP | $20.68万 | 0.02% | 809 | 809 | — | $20.68万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $20.78万 | 0.02% | 3,631 | -534 | -12.8% | -$3.06万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $20.78万 | 0.02% | 5,454 | 5,454 | — | $20.78万 | 新建仓 |
| COKE | COCA COLA CONS INC | $20.81万 | 0.02% | 1,090 | 1,090 | — | $20.81万 | 新建仓 |
| DOW | DOW HLDGS INC | $20.89万 | 0.02% | 7,636 | -2,798 | -26.8% | -$7.66万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $20.94万 | 0.02% | 3,375 | 3,375 | — | $20.94万 | 新建仓 |
| F | FORD MTR CO | $21.00万 | 0.02% | 15,105 | 15,105 | — | $21.00万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.07万 | 0.02% | 429 | 429 | — | $21.07万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $21.10万 | 0.02% | 1,092 | -892 | -45.0% | -$17.24万 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $21.28万 | 0.02% | 369 | 369 | — | $21.28万 | 新建仓 |
| DXCM | DEXCOM INC | $21.38万 | 0.02% | 3,174 | 3,174 | — | $21.38万 | 新建仓 |
| KKR | KKR & CO INC | $21.38万 | 0.02% | 2,330 | 2,330 | — | $21.38万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $21.55万 | 0.02% | 1,775 | 1,775 | — | $21.55万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $21.73万 | 0.02% | 2,743 | -813 | -22.9% | -$6.44万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $21.75万 | 0.02% | 2,502 | 2,502 | — | $21.75万 | 新建仓 |
| PBF | PBF ENERGY INC | $21.81万 | 0.02% | 4,792 | 4,792 | — | $21.81万 | 新建仓 |
| DHI | D R HORTON INC | $22.33万 | 0.02% | 1,371 | -926 | -40.3% | -$15.08万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $22.34万 | 0.02% | 831 | 831 | — | $22.34万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $22.43万 | 0.02% | 1,654 | -3,062 | -64.9% | -$41.53万 | 减仓 |
| DINO | HF SINCLAIR CORP | $22.48万 | 0.02% | 3,228 | 3,228 | — | $22.48万 | 新建仓 |
| BRKR | BRUKER CORP | $22.56万 | 0.02% | 3,749 | 3,749 | — | $22.56万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.72万 | 0.02% | 824 | 824 | — | $22.72万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $22.72万 | 0.02% | 649 | 649 | — | $22.72万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $23.00万 | 0.02% | 11,405 | 11,405 | — | $23.00万 | 新建仓 |
| RHI | ROBERT HALF INC. | $23.03万 | 0.02% | 7,501 | 7,501 | — | $23.03万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.31万 | 0.02% | 689 | -305 | -30.7% | -$10.32万 | 减仓 |
| TW | TRADEWEB MKTS INC | $23.32万 | 0.02% | 2,340 | 152 | 6.9% | $1.51万 | 加仓 |
| MOS | MOSAIC CO | $23.53万 | 0.02% | 11,102 | 11,102 | — | $23.53万 | 新建仓 |
| ATI | ATI INC | $23.55万 | 0.02% | 1,195 | 1,195 | — | $23.55万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $23.58万 | 0.02% | 623 | 623 | — | $23.58万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.64万 | 0.02% | 6,430 | -290 | -4.3% | -$1.07万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $23.87万 | 0.02% | 2,897 | 2,897 | — | $23.87万 | 新建仓 |
| STT | STATE STR CORP | $23.93万 | 0.02% | 1,411 | 1,411 | — | $23.93万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $23.99万 | 0.02% | 4,373 | 4,373 | — | $23.99万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $23.99万 | 0.02% | 13,607 | 2,717 | 24.9% | $4.79万 | 加仓 |
| ADSK | AUTODESK INC | $24.03万 | 0.02% | 1,236 | 409 | 49.5% | $7.95万 | 重新持有 |
| SYY | SYSCO CORP | $24.20万 | 0.02% | 2,895 | 2,895 | — | $24.20万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $24.31万 | 0.02% | 9,699 | 9,699 | — | $24.31万 | 新建仓 |
| IRM | IRON MTN INC DEL | $24.35万 | 0.02% | 1,928 | 1,928 | — | $24.35万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $24.37万 | 0.02% | 2,062 | -830 | -28.7% | -$9.81万 | 重新持有 |
| MSCI | MSCI INC | $24.42万 | 0.02% | 436 | 436 | — | $24.42万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.48万 | 0.02% | 4,516 | 4,516 | — | $24.48万 | 新建仓 |
| TFC | TRUIST FINL CORP | $24.51万 | 0.02% | 4,920 | 717 | 17.1% | $3.57万 | 加仓 |
| PKG | PACKAGING CORP AMER | $24.52万 | 0.02% | 1,029 | -345 | -25.1% | -$8.22万 | 重新持有 |
| CPB | THE CAMPBELLS COMPANY | $24.53万 | 0.02% | 11,015 | 11,015 | — | $24.53万 | 新建仓 |
| JBL | JABIL INC | $24.63万 | 0.02% | 639 | 639 | — | $24.63万 | 新建仓 |
| ITT | ITT INC | $24.66万 | 0.02% | 1,247 | -40 | -3.1% | -$7,910 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $24.75万 | 0.02% | 253 | 253 | — | $24.75万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $25.02万 | 0.02% | 845 | 845 | — | $25.02万 | 新建仓 |