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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $74.11万 | 0.06% | 1,025 | 387 | 60.7% | $27.98万 | 加仓 |
| CVX | CHEVRON CORPORATION | $72.79万 | 0.06% | 4,391 | 2,966 | 208.1% | $49.16万 | 加仓 |
| TGT | TARGET CORP | $71.08万 | 0.06% | 5,442 | 246 | 4.7% | $3.21万 | 加仓 |
| ILMN | ILLUMINA INC | $69.35万 | 0.05% | 3,944 | -53 | -1.3% | -$9,319 | 减仓 |
| ANET | ARISTA NETWORKS INC | $67.66万 | 0.05% | 3,983 | 707 | 21.6% | $12.01万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $67.21万 | 0.05% | 5,445 | 587 | 12.1% | $7.25万 | 加仓 |
| CSCO | CISCO SYS INC | $66.79万 | 0.05% | 5,686 | 1,777 | 45.5% | $20.87万 | 加仓 |
| FTNT | FORTINET INC | $66.50万 | 0.05% | 4,329 | -1,193 | -21.6% | -$18.33万 | 减仓 |
| VEEV | VEEVA SYS INC | $65.98万 | 0.05% | 3,718 | 2,426 | 187.8% | $43.05万 | 重新持有 |
| PEP | PEPSICO INC | $65.29万 | 0.05% | 4,822 | -4,003 | -45.4% | -$54.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.45万 | 0.05% | 689 | 179 | 35.1% | $16.74万 | 加仓 |
| INCY | INCYTE CORP | $63.91万 | 0.05% | 5,638 | -420 | -6.9% | -$4.76万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $63.36万 | 0.05% | 137,142 | 103,355 | 305.9% | $47.75万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.30万 | 0.05% | 2,251 | 978 | 76.8% | $27.50万 | 加仓 |
| EME | EMCOR GROUP INC | $62.74万 | 0.05% | 756 | 3 | 0.4% | $2,490 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $62.13万 | 0.05% | 4,851 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $60.99万 | 0.05% | 32,912 | 32,912 | — | $60.99万 | 新建仓 |
| MLI | MUELLER INDS INC | $60.68万 | 0.05% | 4,936 | 505 | 11.4% | $6.21万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $60.64万 | 0.05% | 983 | 983 | — | $60.64万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $60.61万 | 0.05% | 972 | -119 | -10.9% | -$7.42万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $60.55万 | 0.05% | 3,018 | 1,076 | 55.4% | $21.59万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $60.25万 | 0.05% | 1,825 | 515 | 39.3% | $17.00万 | 加仓 |
| APH | AMPHENOL CORP | $59.97万 | 0.05% | 3,401 | -367 | -9.7% | -$6.47万 | 减仓 |
| ES | EVERSOURCE ENERGY | $59.85万 | 0.05% | 8,281 | 4,370 | 111.7% | $31.58万 | 加仓 |
| SNPS | SYNOPSYS INC | $59.15万 | 0.05% | 1,326 | 1,326 | — | $59.15万 | 新建仓 |
| ROST | ROSS STORES INC | $58.94万 | 0.05% | 2,769 | 859 | 45.0% | $18.28万 | 加仓 |
| BA | BOEING CO | $58.82万 | 0.05% | 2,717 | 1,379 | 103.1% | $29.85万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $58.32万 | 0.05% | 23,088 | 4,336 | 23.1% | $10.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $58.23万 | 0.05% | 1,143 | -309 | -21.3% | -$15.74万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.10万 | 0.05% | 13,612 | 9,433 | 225.7% | $40.26万 | 加仓 |
| BAC | BANK OF AMER CORP | $57.44万 | 0.05% | 10,081 | 2,177 | 27.5% | $12.40万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $56.88万 | 0.04% | 52,323 | 52,323 | — | $56.88万 | 新建仓 |
| NTRA | NATERA INC | $56.87万 | 0.04% | 2,095 | -334 | -13.8% | -$9.07万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $56.24万 | 0.04% | 19,412 | 86 | 0.4% | $2,491 | 加仓 |
| MA | MASTERCARD INCORPORATED | $56.03万 | 0.04% | 1,091 | 504 | 85.9% | $25.89万 | 加仓 |
| ORCL | ORACLE CORP | $55.85万 | 0.04% | 3,811 | 1,363 | 55.7% | $19.97万 | 加仓 |
| KLAC | KLA CORP | $55.82万 | 0.04% | 1,850 | 1,690 | 1,056.2% | $50.99万 | 重新持有 |
| TEAM | ATLASSIAN CORPORATION | $55.67万 | 0.04% | 7,157 | 2,387 | 50.0% | $18.57万 | 加仓 |
| IEMG | ISHARES INC | $55.11万 | 0.04% | 6,652 | 5 | 0.1% | $414 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.94万 | 0.04% | 4,709 | 1,119 | 31.2% | $13.06万 | 加仓 |
| VRSN | VERISIGN INC | $54.79万 | 0.04% | 2,178 | 983 | 82.3% | $24.73万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.51万 | 0.04% | 3,250 | 3,250 | — | $54.51万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $53.81万 | 0.04% | 7,679 | 327 | 4.4% | $2.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $52.05万 | 0.04% | 2,877 | 957 | 49.8% | $17.31万 | 加仓 |
| PAYX | PAYCHEX INC | $51.85万 | 0.04% | 5,273 | 1,400 | 36.1% | $13.77万 | 加仓 |
| UNIT | UNITI GROUP LLC | $51.80万 | 0.04% | 45,164 | -530 | -1.2% | -$6,079 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $51.64万 | 0.04% | 21,781 | 4,930 | 29.3% | $11.69万 | 加仓 |
| LIN | LINDE PLC | $51.53万 | 0.04% | 993 | 327 | 49.1% | $16.97万 | 加仓 |
| DHR | DANAHER CORP DEL | $51.41万 | 0.04% | 2,699 | 170 | 6.7% | $3.24万 | 加仓 |
| EOG | EOG RES INC | $50.15万 | 0.04% | 3,866 | 3,866 | — | $50.15万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $50.11万 | 0.04% | 3,006 | 3,006 | — | $50.11万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $49.90万 | 0.04% | 5,499 | 5,499 | — | $49.90万 | 新建仓 |
| BWA | BORGWARNER INC | $49.42万 | 0.04% | 7,443 | -1,984 | -21.0% | -$13.17万 | 减仓 |
| QUAL | ISHARES TR | $49.39万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $49.35万 | 0.04% | 24,809 | 6,558 | 35.9% | $13.04万 | 加仓 |
| CIEN | CIENA CORP | $48.66万 | 0.04% | 992 | -113 | -10.2% | -$5.54万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $48.50万 | 0.04% | 51,649 | 51,649 | — | $48.50万 | 新建仓 |
| AME | AMETEK INC | $48.39万 | 0.04% | 2,000 | 429 | 27.3% | $10.38万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.38万 | 0.04% | 2,160 | -156 | -6.7% | -$3.49万 | 减仓 |
| SPGI | S&P GLOBAL INC | $48.06万 | 0.04% | 1,180 | 253 | 27.3% | $10.30万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $47.90万 | 0.04% | 6,559 | 1,357 | 26.1% | $9.91万 | 加仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $47.81万 | 0.04% | 10,458 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $47.50万 | 0.04% | 1,824 | 1,824 | — | $47.50万 | 新建仓 |
| ABBV | ABBVIE INC | $47.16万 | 0.04% | 1,874 | 98 | 5.5% | $2.47万 | 重新持有 |
| TXRH | TEXAS ROADHOUSE INC | $46.07万 | 0.04% | 2,384 | 15 | 0.6% | $2,898 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $45.58万 | 0.04% | 4,355 | 4,355 | — | $45.58万 | 新建仓 |
| NTNX | NUTANIX INC | $45.18万 | 0.04% | 8,865 | 8,865 | — | $45.18万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $44.48万 | 0.04% | 4,138 | 1,679 | 68.3% | $18.05万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.38万 | 0.04% | 2,633 | -627 | -19.2% | -$10.57万 | 减仓 |
| GIS | GENERAL MILLS INC | $44.29万 | 0.04% | 12,727 | 7,610 | 148.7% | $26.48万 | 重新持有 |
| NEM | NEWMONT CORP | $43.84万 | 0.03% | 4,694 | -702 | -13.0% | -$6.56万 | 减仓 |
| ARMK | ARAMARK | $43.78万 | 0.03% | 7,694 | -25 | -0.3% | -$1,422 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $43.65万 | 0.03% | 3,286 | 844 | 34.6% | $11.21万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $43.42万 | 0.03% | 1,697 | -238 | -12.3% | -$6.09万 | 减仓 |
| RBLX | ROBLOX CORP | $43.31万 | 0.03% | 7,965 | 3,794 | 91.0% | $20.63万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $42.94万 | 0.03% | 4,975 | 810 | 19.4% | $6.99万 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $42.86万 | 0.03% | 90,609 | 57,591 | 174.4% | $27.24万 | 加仓 |
| NOW | SERVICENOW INC | $42.70万 | 0.03% | 4,301 | 946 | 28.2% | $9.39万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $42.57万 | 0.03% | 2,554 | -1,495 | -36.9% | -$24.92万 | 减仓 |
| NTRS | NORTHERN TR CORP | $42.45万 | 0.03% | 2,442 | 270 | 12.4% | $4.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.38万 | 0.03% | 419 | 161 | 62.4% | $16.28万 | 加仓 |
| NNN | NNN REIT INC | $42.17万 | 0.03% | 9,063 | 2,842 | 45.7% | $13.22万 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $41.98万 | 0.03% | 4,868 | 529 | 12.2% | $4.56万 | 加仓 |
| INTU | INTUIT | $41.92万 | 0.03% | 1,606 | 1,006 | 167.7% | $26.26万 | 加仓 |
| AYI | ACUITY INC | $41.85万 | 0.03% | 1,111 | 1,111 | — | $41.85万 | 新建仓 |
| OC | OWENS CORNING NEW | $41.82万 | 0.03% | 2,631 | 602 | 29.7% | $9.57万 | 加仓 |
| MDB | MONGODB INC | $41.69万 | 0.03% | 1,241 | 97 | 8.5% | $3.26万 | 加仓 |
| TSN | TYSON FOODS INC | $41.13万 | 0.03% | 7,185 | -809 | -10.1% | -$4.63万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $41.11万 | 0.03% | 12,859 | 2,104 | 19.6% | $6.73万 | 加仓 |
| SAN | BANCO SANTANDER SA | $41.06万 | 0.03% | 29,755 | 8,761 | 41.7% | $12.09万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $41.01万 | 0.03% | 1,241 | 1,241 | — | $41.01万 | 新建仓 |
| CUBE | CUBESMART | $40.58万 | 0.03% | 10,203 | 10,203 | — | $40.58万 | 新建仓 |
| T | AT&T INC | $40.52万 | 0.03% | 19,576 | 19,576 | — | $40.52万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.14万 | 0.03% | 2,747 | 1,006 | 57.8% | $14.70万 | 加仓 |
| S | SENTINELONE INC | $40.06万 | 0.03% | 23,605 | 5,037 | 27.1% | $8.55万 | 加仓 |
| DG | DOLLAR GEN CORP | $39.97万 | 0.03% | 3,472 | -330 | -8.7% | -$3.80万 | 减仓 |
| ADI | ANALOG DEVICES INC | $39.92万 | 0.03% | 1,005 | 316 | 45.9% | $12.55万 | 加仓 |
| EVR | EVERCORE INC | $39.78万 | 0.03% | 1,165 | 359 | 44.5% | $12.26万 | 加仓 |
| KMX | CARMAX INC | $39.67万 | 0.03% | 7,501 | -2,272 | -23.2% | -$12.02万 | 减仓 |
| BIIB | BIOGEN INC | $39.52万 | 0.03% | 1,829 | 532 | 41.0% | $11.49万 | 重新持有 |