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 |
|---|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | $28.10万 | 0.02% | 2,442 | -207 | -7.8% | -$2.38万 | 减仓 |
| ITT | ITT INC | $27.91万 | 0.02% | 1,287 | 1,287 | — | $27.91万 | 新建仓 |
| NOW | SERVICENOW INC | $27.85万 | 0.02% | 3,355 | -2,040 | -37.8% | -$16.93万 | 减仓 |
| CRM | SALESFORCE INC | $27.76万 | 0.02% | 1,683 | -10 | -0.6% | -$1,650 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $27.75万 | 0.02% | 5,985 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $27.61万 | 0.02% | 4,733 | 4,733 | — | $27.61万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $27.37万 | 0.02% | 3,911 | 621 | 18.9% | $4.35万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $27.26万 | 0.02% | 4,770 | -3,001 | -38.6% | -$17.15万 | 减仓 |
| EVR | EVERCORE INC | $27.23万 | 0.02% | 806 | 109 | 15.6% | $3.68万 | 加仓 |
| CVS | CVS HEALTH CORP | $27.03万 | 0.02% | 3,407 | -926 | -21.4% | -$7.35万 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.89万 | 0.02% | 1,172 | -474 | -28.8% | -$10.88万 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.87万 | 0.02% | 1,425 | -767 | -35.0% | -$14.46万 | 减仓 |
| TPR | TAPESTRY INC | $26.75万 | 0.02% | 1,780 | -292 | -14.1% | -$4.39万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $26.72万 | 0.02% | 2,699 | 250 | 10.2% | $2.47万 | 加仓 |
| TW | TRADEWEB MKTS INC | $26.57万 | 0.02% | 2,188 | -201 | -8.4% | -$2.44万 | 减仓 |
| WWD | WOODWARD INC | $26.26万 | 0.02% | 676 | 676 | — | $26.26万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $26.23万 | 0.02% | 4,323 | 47 | 1.1% | $2,852 | 加仓 |
| VTI | VANGUARD INDEX FDS | $26.03万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $26.01万 | 0.02% | 3,323 | -15 | -0.4% | -$1,174 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $25.96万 | 0.02% | 14,360 | 1,232 | 9.4% | $2.23万 | 加仓 |
| USB | US BANCORP | $25.95万 | 0.02% | 4,663 | -45 | -1.0% | -$2,505 | 减仓 |
| MDB | MONGODB INC | $25.85万 | 0.02% | 1,144 | 132 | 13.0% | $2.98万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $25.82万 | 0.02% | 4,179 | 4,179 | — | $25.82万 | 新建仓 |
| CCL | CARNIVAL CORP | $25.79万 | 0.02% | 9,218 | 9,218 | — | $25.79万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $25.79万 | 0.02% | 3,556 | -322 | -8.3% | -$2.34万 | 减仓 |
| — | HONEYWELL INTL INC | $25.76万 | 0.02% | 1,096 | 1,096 | — | $25.76万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $25.74万 | 0.02% | 9,216 | 9,216 | — | $25.74万 | 新建仓 |
| GAP | GAP INC | $25.61万 | 0.02% | 9,739 | 48 | 0.5% | $1,262 | 加仓 |
| SAN | BANCO SANTANDER SA | $25.61万 | 0.02% | 20,994 | 5,775 | 37.9% | $7.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.49万 | 0.02% | 638 | -54 | -7.8% | -$2.16万 | 减仓 |
| WFC | WELLS FARGO & CO | $25.48万 | 0.02% | 2,984 | 173 | 6.2% | $1.48万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.34万 | 0.02% | 1,859 | -765 | -29.2% | -$10.43万 | 减仓 |
| FLS | FLOWSERVE CORP | $25.25万 | 0.02% | 2,993 | -60 | -2.0% | -$5,063 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $25.15万 | 0.02% | 4,339 | -271 | -5.9% | -$1.57万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.10万 | 0.02% | 6,720 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $25.01万 | 0.02% | 2,459 | -2,048 | -45.4% | -$20.83万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.81万 | 0.02% | 1,741 | 1,741 | — | $24.81万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.64万 | 0.02% | 8,063 | -943 | -10.5% | -$2.88万 | 减仓 |
| TOL | TOLL BROTHERS INC | $24.62万 | 0.02% | 1,757 | -260 | -12.9% | -$3.64万 | 减仓 |
| IWF | ISHARES TR | $24.54万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.54万 | 0.02% | 1,106 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $24.38万 | 0.02% | 780 | 780 | — | $24.38万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $24.12万 | 0.02% | 689 | -62 | -8.3% | -$2.17万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $24.08万 | 0.02% | 1,992 | 61 | 3.2% | $7,374 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $23.98万 | 0.02% | 3,786 | 3,786 | — | $23.98万 | 新建仓 |
| CCK | CROWN HLDGS INC | $23.97万 | 0.02% | 2,241 | -285 | -11.3% | -$3.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.80万 | 0.02% | 473 | -318 | -40.2% | -$16.00万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $23.64万 | 0.02% | 1,211 | -702 | -36.7% | -$13.71万 | 减仓 |
| MHK | MOHAWK INDS INC | $23.60万 | 0.02% | 2,281 | 616 | 37.0% | $6.37万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $23.42万 | 0.02% | 258 | -82 | -24.1% | -$7.44万 | 减仓 |
| OC | OWENS CORNING NEW | $23.19万 | 0.02% | 2,029 | 2,029 | — | $23.19万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $23.12万 | 0.02% | 1,733 | -279 | -13.9% | -$3.72万 | 减仓 |
| CPRT | COPART INC | $22.93万 | 0.02% | 7,000 | 7,000 | — | $22.93万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.71万 | 0.02% | 4,165 | -30 | -0.7% | -$1,636 | 减仓 |
| BHP | BHP BILLITON LIMITED | $22.64万 | 0.02% | 2,948 | 2,948 | — | $22.64万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $22.64万 | 0.02% | 5,974 | -288 | -4.6% | -$1.09万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $22.28万 | 0.02% | 4,716 | -270 | -5.4% | -$1.28万 | 减仓 |
| G | GENPACT LIMITED | $22.28万 | 0.02% | 6,519 | -1,139 | -14.9% | -$3.89万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $22.22万 | 0.02% | 1,441 | -470 | -24.6% | -$7.25万 | 减仓 |
| S | SENTINELONE INC | $22.17万 | 0.02% | 18,568 | 18,568 | — | $22.17万 | 新建仓 |
| UBS | UBS GROUP AG | $21.92万 | 0.02% | 5,284 | 5,284 | — | $21.92万 | 新建仓 |
| BLK | BLACKROCK INC | $21.88万 | 0.02% | 219 | 219 | — | $21.88万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $21.55万 | 0.02% | 4,969 | 4,969 | — | $21.55万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $21.30万 | 0.02% | 1,759 | -1,165 | -39.8% | -$14.11万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $21.09万 | 0.02% | 2,337 | 2,337 | — | $21.09万 | 新建仓 |
| INTU | INTUIT | $21.06万 | 0.02% | 600 | 277 | 85.8% | $9.72万 | 加仓 |
| SAP | SAP SE | $20.91万 | 0.02% | 1,282 | 1,282 | — | $20.91万 | 新建仓 |
| TFC | TRUIST FINL CORP | $20.85万 | 0.02% | 4,203 | -736 | -14.9% | -$3.65万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.84万 | 0.02% | 2,752 | -590 | -17.7% | -$4.47万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $20.67万 | 0.02% | 4,380 | 4,380 | — | $20.67万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.67万 | 0.02% | 2,654 | -653 | -19.7% | -$5.08万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.58万 | 0.02% | 360 | -275 | -43.3% | -$15.72万 | 减仓 |
| RACE | FERRARI N V | $20.44万 | 0.02% | 581 | 581 | — | $20.44万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $20.44万 | 0.02% | 997 | -94 | -8.6% | -$1.93万 | 减仓 |
| SONY | SONY GROUP CORP | $20.39万 | 0.02% | 9,685 | 2,824 | 41.2% | $5.94万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $20.29万 | 0.02% | 36,965 | 11,817 | 47.0% | $6.49万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $19.11万 | 0.02% | 22,149 | 6,059 | 37.7% | $5.23万 | 加仓 |
| NWG | NATWEST GROUP PLC | $18.02万 | 0.02% | 10,890 | 10,890 | — | $18.02万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $16.69万 | 0.01% | 33,787 | -3,091 | -8.4% | -$1.53万 | 减仓 |
| ADT | ADT INC DEL | $15.31万 | 0.01% | 22,752 | -26,776 | -54.1% | -$18.02万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $14.92万 | 0.01% | 33,018 | -1,146 | -3.4% | -$5,180 | 减仓 |
| AEG | AEGON LTD | $11.30万 | 0.01% | 14,359 | 2,625 | 22.4% | $2.07万 | 加仓 |
| NOK | NOKIA CORP | $11.13万 | 0.01% | 11,764 | 11,764 | — | $11.13万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $5.78万 | 0.01% | 14,868 | 2,956 | 24.8% | $1.15万 | 加仓 |
| — | ALIGHT INC | $2.70万 | 0.00% | 46,683 | 46,683 | — | $2.70万 | 新建仓 |
| — | BEYOND MEAT INC | $8,338 | 0.00% | 13,976 | 13,976 | — | $8,338 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -7,884 | -100.0% | -$56.90万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,906 | -100.0% | -$49.56万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -24,712 | -100.0% | -$49.08万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -17,450 | -100.0% | -$47.71万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -4,695 | -100.0% | -$47.10万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -4,274 | -100.0% | -$43.45万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -5,453 | -100.0% | -$41.23万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -6,456 | -100.0% | -$36.53万 | 清仓 |