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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $53.60万 | 0.05% | 870 | 71 | 8.9% | $4.37万 | 加仓 |
| APH | AMPHENOL CORP | $53.03万 | 0.05% | 3,768 | -287 | -7.1% | -$4.04万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $52.98万 | 0.05% | 4,858 | 17 | 0.4% | $1,854 | 加仓 |
| TSN | TYSON FOODS INC | $52.47万 | 0.05% | 7,994 | 1,405 | 21.3% | $9.22万 | 加仓 |
| BWA | BORGWARNER INC | $51.36万 | 0.05% | 9,427 | -2,781 | -22.8% | -$15.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.92万 | 0.05% | 510 | 267 | 109.9% | $26.66万 | 加仓 |
| UNIT | UNITI GROUP LLC | $49.53万 | 0.04% | 45,694 | -1,656 | -3.5% | -$1.80万 | 减仓 |
| IEMG | ISHARES INC | $49.35万 | 0.04% | 6,647 | -407 | -5.8% | -$3.02万 | 减仓 |
| ILMN | ILLUMINA INC | $48.34万 | 0.04% | 3,997 | -405 | -9.2% | -$4.90万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $48.27万 | 0.04% | 3,276 | -2,998 | -47.8% | -$44.18万 | 减仓 |
| DHR | DANAHER CORP DEL | $47.95万 | 0.04% | 2,529 | 194 | 8.3% | $3.68万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $47.89万 | 0.04% | 2,785 | -545 | -16.4% | -$9.37万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $47.18万 | 0.04% | 7,352 | 358 | 5.1% | $2.30万 | 加仓 |
| NTRA | NATERA INC | $46.89万 | 0.04% | 2,429 | -409 | -14.4% | -$7.89万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $46.72万 | 0.04% | 5,050 | 5,050 | — | $46.72万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.97万 | 0.04% | 3,590 | -1,256 | -25.9% | -$16.08万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.89万 | 0.04% | 1,508 | -139 | -8.4% | -$4.23万 | 减仓 |
| KMX | CARMAX INC | $45.66万 | 0.04% | 9,773 | 2,309 | 30.9% | $10.79万 | 加仓 |
| QUAL | ISHARES TR | $44.90万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $44.14万 | 0.04% | 1,935 | -1,835 | -48.7% | -$41.85万 | 减仓 |
| DG | DOLLAR GEN CORP | $44.00万 | 0.04% | 3,802 | -444 | -10.5% | -$5.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.73万 | 0.04% | 2,316 | 557 | 31.7% | $10.52万 | 加仓 |
| TGRT | T ROWE PRICE ETF INC | $43.51万 | 0.04% | 10,458 | 4,969 | 90.5% | $20.67万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $42.47万 | 0.04% | 2,911 | -310 | -9.6% | -$4.52万 | 重新持有 |
| FTNT | FORTINET INC | $42.35万 | 0.04% | 5,522 | 1,360 | 32.7% | $10.43万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $42.25万 | 0.04% | 3,917 | 51 | 1.3% | $5,501 | 加仓 |
| ROST | ROSS STORES INC | $42.24万 | 0.04% | 1,910 | 209 | 12.3% | $4.62万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $42.02万 | 0.04% | 3,260 | -248 | -7.1% | -$3.20万 | 减仓 |
| HAS | HASBRO INC | $41.82万 | 0.04% | 4,559 | -22 | -0.5% | -$2,018 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $41.69万 | 0.04% | 18,752 | 8,610 | 84.9% | $19.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $41.53万 | 0.04% | 7,904 | -1,631 | -17.1% | -$8.57万 | 减仓 |
| BURL | BURLINGTON STORES INC | $41.12万 | 0.04% | 1,232 | 1,232 | — | $41.12万 | 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 |
| DOW | DOW HLDGS INC | $40.70万 | 0.04% | 10,434 | 10,434 | — | $40.70万 | 新建仓 |
| DX | DYNEX CAP INC | $40.34万 | 0.04% | 30,628 | -6,448 | -17.4% | -$8.49万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $39.93万 | 0.04% | 33,356 | -582 | -1.7% | -$6,967 | 减仓 |
| PFE | PFIZER INC | $39.49万 | 0.03% | 14,668 | 1,953 | 15.4% | $5.26万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $38.94万 | 0.03% | 1,310 | -16 | -1.2% | -$4,756 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $38.78万 | 0.03% | 2,369 | 194 | 8.9% | $3.18万 | 加仓 |
| SPGI | S&P GLOBAL INC | $38.51万 | 0.03% | 927 | 927 | — | $38.51万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $38.04万 | 0.03% | 7,117 | -1,855 | -20.7% | -$9.91万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $37.86万 | 0.03% | 960 | -8 | -0.8% | -$3,155 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.81万 | 0.03% | 1,543 | 79 | 5.4% | $1.94万 | 加仓 |
| V | VISA INC | $37.59万 | 0.03% | 1,235 | 163 | 15.2% | $4.96万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $37.48万 | 0.03% | 1,942 | -1,384 | -41.6% | -$26.71万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $36.99万 | 0.03% | 3,978 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $36.90万 | 0.03% | 1,571 | 260 | 19.8% | $6.11万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $36.83万 | 0.03% | 10,805 | -882 | -7.5% | -$3.01万 | 减仓 |
| VFC | V F CORP | $36.28万 | 0.03% | 19,900 | 19,900 | — | $36.28万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $35.80万 | 0.03% | 5,202 | 918 | 21.4% | $6.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $35.15万 | 0.03% | 10,755 | 709 | 7.1% | $2.32万 | 加仓 |
| PLD | PROLOGIS INC. | $34.86万 | 0.03% | 2,541 | -987 | -28.0% | -$13.54万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $34.20万 | 0.03% | 693 | -500 | -41.9% | -$24.68万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $33.94万 | 0.03% | 16,851 | 1,754 | 11.6% | $3.53万 | 加仓 |
| ORCL | ORACLE CORP | $33.80万 | 0.03% | 2,448 | -1,246 | -33.7% | -$17.21万 | 减仓 |
| LIN | LINDE PLC | $33.51万 | 0.03% | 666 | -563 | -45.8% | -$28.33万 | 重新持有 |
| RL | RALPH LAUREN CORP | $33.24万 | 0.03% | 875 | -51 | -5.5% | -$1.94万 | 减仓 |
| PAYX | PAYCHEX INC | $33.14万 | 0.03% | 3,873 | 3,873 | — | $33.14万 | 新建仓 |
| NVS | NOVARTIS AG | $33.14万 | 0.03% | 2,151 | 404 | 23.1% | $6.22万 | 重新持有 |
| ARMK | ARAMARK | $33.08万 | 0.03% | 7,719 | -1,601 | -17.2% | -$6.86万 | 减仓 |
| NTRS | NORTHERN TR CORP | $33.06万 | 0.03% | 2,172 | 182 | 9.1% | $2.77万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $33.00万 | 0.03% | 4,165 | -6,125 | -59.5% | -$48.53万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $32.94万 | 0.03% | 18,251 | 3,502 | 23.7% | $6.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $32.83万 | 0.03% | 712 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $32.80万 | 0.03% | 3,589 | -524 | -12.7% | -$4.79万 | 减仓 |
| FIVE | FIVE BELOW INC | $32.78万 | 0.03% | 1,508 | 1,508 | — | $32.78万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $32.29万 | 0.03% | 10,185 | 3,297 | 47.9% | $10.45万 | 加仓 |
| DOV | DOVER CORP | $32.26万 | 0.03% | 1,486 | -50 | -3.3% | -$1.09万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $32.17万 | 0.03% | 7,110 | 238 | 3.5% | $1.08万 | 加仓 |
| CSCO | CISCO SYS INC | $32.14万 | 0.03% | 3,909 | -1,044 | -21.1% | -$8.58万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $31.80万 | 0.03% | 1,241 | 55 | 4.6% | $1.41万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $31.76万 | 0.03% | 12,086 | -321 | -2.6% | -$8,436 | 减仓 |
| NEWT | NEWTEKONE INC | $31.63万 | 0.03% | 25,733 | -315 | -1.2% | -$3,871 | 减仓 |
| AA | ALCOA CORP | $31.27万 | 0.03% | 4,282 | 306 | 7.7% | $2.23万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $31.16万 | 0.03% | 994 | 382 | 62.4% | $11.98万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $31.12万 | 0.03% | 907 | -482 | -34.7% | -$16.54万 | 减仓 |
| VRSN | VERISIGN INC | $31.04万 | 0.03% | 1,195 | -1,383 | -53.6% | -$35.93万 | 减仓 |
| MTZ | MASTEC INC | $30.99万 | 0.03% | 858 | -22 | -2.5% | -$7,947 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $30.84万 | 0.03% | 1,882 | 1,882 | — | $30.84万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.82万 | 0.03% | 2,416 | 178 | 8.0% | $2.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.81万 | 0.03% | 1,920 | -892 | -31.7% | -$14.31万 | 减仓 |
| ADBE | ADOBE INC | $30.44万 | 0.03% | 1,351 | 522 | 63.0% | $11.76万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $30.32万 | 0.03% | 5,000 | 5,000 | — | $30.32万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $30.15万 | 0.03% | 336 | 336 | — | $30.15万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.96万 | 0.03% | 441 | 1 | 0.2% | $679 | 加仓 |
| IVZ | INVESCO LTD | $29.85万 | 0.03% | 12,661 | 697 | 5.8% | $1.64万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $29.75万 | 0.03% | 410 | 19 | 4.9% | $1.38万 | 加仓 |
| NFLX | NETFLIX INC. | $29.75万 | 0.03% | 2,888 | 447 | 18.3% | $4.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.45万 | 0.03% | 4,347 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $29.38万 | 0.03% | 5,692 | -746 | -11.6% | -$3.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.38万 | 0.03% | 1,273 | 146 | 13.0% | $3.37万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $29.27万 | 0.03% | 587 | -299 | -33.7% | -$14.91万 | 减仓 |
| EXEL | EXELIXIS INC | $29.12万 | 0.03% | 6,578 | -3,278 | -33.3% | -$14.51万 | 减仓 |
| BA | BOEING CO | $29.12万 | 0.03% | 1,338 | 1,338 | — | $29.12万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.95万 | 0.03% | 9,490 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $28.67万 | 0.03% | 2,960 | 553 | 23.0% | $5.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.67万 | 0.03% | 459 | 2 | 0.4% | $1,249 | 加仓 |
| WAB | WABTEC | $28.57万 | 0.03% | 1,069 | -153 | -12.5% | -$4.09万 | 减仓 |
| SF | STIFEL FINL CORP | $28.26万 | 0.03% | 3,659 | 371 | 11.3% | $2.87万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $28.14万 | 0.02% | 1,625 | -116 | -6.7% | -$2.01万 | 减仓 |