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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $39.29万 | 0.03% | 791 | 791 | — | $39.29万 | 新建仓 |
| PLD | PROLOGIS INC. | $39.23万 | 0.03% | 2,896 | 355 | 14.0% | $4.81万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $39.20万 | 0.03% | 3,886 | -1,164 | -23.0% | -$11.74万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.14万 | 0.03% | 1,105 | -564 | -33.8% | -$19.98万 | 减仓 |
| UL | UNILEVER PLC | $38.81万 | 0.03% | 6,456 | 1,723 | 36.4% | $10.36万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.61万 | 0.03% | 2,822 | 963 | 51.8% | $13.17万 | 加仓 |
| PFE | PFIZER INC | $38.44万 | 0.03% | 15,962 | 1,294 | 8.8% | $3.12万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $38.36万 | 0.03% | 3,978 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $38.17万 | 0.03% | 1,702 | 216 | 14.5% | $4.84万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $37.92万 | 0.03% | 2,622 | 206 | 8.5% | $2.98万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $37.70万 | 0.03% | 4,134 | 1,435 | 53.2% | $13.09万 | 加仓 |
| HUBS | HUBSPOT INC | $37.52万 | 0.03% | 2,056 | 1,365 | 197.5% | $24.91万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $37.35万 | 0.03% | 1,494 | 1,494 | — | $37.35万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $37.33万 | 0.03% | 5,334 | 175 | 3.4% | $1.22万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $37.14万 | 0.03% | 2,731 | 484 | 21.5% | $6.58万 | 重新持有 |
| DDOG | DATADOG INC | $37.13万 | 0.03% | 1,426 | 1,426 | — | $37.13万 | 新建仓 |
| MTZ | MASTEC INC | $36.99万 | 0.03% | 889 | 31 | 3.6% | $1.29万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $36.92万 | 0.03% | 2,367 | 634 | 36.6% | $9.89万 | 加仓 |
| HAL | HALLIBURTON CO | $36.76万 | 0.03% | 10,828 | 10,828 | — | $36.76万 | 新建仓 |
| NVT | NVENT ELEC PLC | $36.64万 | 0.03% | 2,160 | 2,160 | — | $36.64万 | 新建仓 |
| COO | COOPER COS INC | $36.60万 | 0.03% | 5,104 | 5,104 | — | $36.60万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.49万 | 0.03% | 1,225 | 1,225 | — | $36.49万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $36.39万 | 0.03% | 7,280 | 3,737 | 105.5% | $18.68万 | 重新持有 |
| QCOM | QUALCOMM INC | $36.18万 | 0.03% | 1,958 | 365 | 22.9% | $6.74万 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $36.04万 | 0.03% | 3,630 | -287 | -7.3% | -$2.85万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $35.92万 | 0.03% | 2,585 | 2,585 | — | $35.92万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $35.80万 | 0.03% | 2,173 | 416 | 23.7% | $6.85万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $35.60万 | 0.03% | 3,406 | 3,406 | — | $35.60万 | 新建仓 |
| WAB | WABTEC | $35.43万 | 0.03% | 1,314 | 245 | 22.9% | $6.61万 | 加仓 |
| SYK | STRYKER CORPORATION | $35.42万 | 0.03% | 1,125 | 1,125 | — | $35.42万 | 新建仓 |
| GLW | CORNING INC | $35.38万 | 0.03% | 1,385 | 1,385 | — | $35.38万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $35.37万 | 0.03% | 7,841 | 7,841 | — | $35.37万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $35.35万 | 0.03% | 4,104 | -168 | -3.9% | -$1.45万 | 减仓 |
| PODD | INSULET CORP | $35.34万 | 0.03% | 2,321 | 2,321 | — | $35.34万 | 新建仓 |
| MCO | MOODYS CORP | $35.28万 | 0.03% | 779 | 779 | — | $35.28万 | 新建仓 |
| CVS | CVS HEALTH CORP | $35.14万 | 0.03% | 3,397 | -10 | -0.3% | -$1,035 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $35.09万 | 0.03% | 21,893 | 7,533 | 52.5% | $12.08万 | 加仓 |
| SONY | SONY GROUP CORP | $35.09万 | 0.03% | 17,490 | 7,805 | 80.6% | $15.66万 | 加仓 |
| IT | GARTNER INC | $35.05万 | 0.03% | 2,704 | 509 | 23.2% | $6.60万 | 重新持有 |
| BURL | BURLINGTON STORES INC | $35.04万 | 0.03% | 1,106 | -126 | -10.2% | -$3.99万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.92万 | 0.03% | 3,633 | 881 | 32.0% | $8.47万 | 加仓 |
| RBC | RBC BEARINGS INC | $34.84万 | 0.03% | 541 | 541 | — | $34.84万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $34.83万 | 0.03% | 12,298 | 12,298 | — | $34.83万 | 新建仓 |
| NVS | NOVARTIS AG | $34.57万 | 0.03% | 2,206 | 55 | 2.6% | $8,620 | 加仓 |
| DT | DYNATRACE INC | $34.28万 | 0.03% | 7,808 | 7,808 | — | $34.28万 | 新建仓 |
| RBRK | RUBRIK INC. | $34.21万 | 0.03% | 4,261 | 4,261 | — | $34.21万 | 新建仓 |
| VTR | VENTAS INC | $33.91万 | 0.03% | 3,819 | -1,235 | -24.4% | -$10.97万 | 重新持有 |
| FDS | FACTSET RESH SYS INC | $33.71万 | 0.03% | 1,465 | 1,465 | — | $33.71万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $33.66万 | 0.03% | 5,589 | 589 | 11.8% | $3.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.34万 | 0.03% | 665 | 132 | 24.8% | $6.62万 | 重新持有 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $33.28万 | 0.03% | 6,298 | 6,298 | — | $33.28万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $33.04万 | 0.03% | 2,020 | -1,383 | -40.6% | -$22.62万 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO | $33.02万 | 0.03% | 31,244 | 31,244 | — | $33.02万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.97万 | 0.03% | 432 | 432 | — | $32.97万 | 新建仓 |
| INVH | INVITATION HOMES INC | $32.96万 | 0.03% | 10,911 | 10,911 | — | $32.96万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.93万 | 0.03% | 441 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $32.90万 | 0.03% | 12,465 | -196 | -1.5% | -$5,172 | 减仓 |
| TXN | TEXAS INSTRS INC | $32.76万 | 0.03% | 1,099 | 1,099 | — | $32.76万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $32.72万 | 0.03% | 9,310 | 3,336 | 55.8% | $11.72万 | 加仓 |
| TXT | TEXTRON INC | $32.60万 | 0.03% | 3,554 | -35 | -1.0% | -$3,211 | 减仓 |
| CCL | CARNIVAL CORP LTD | $32.57万 | 0.03% | 11,401 | 11,401 | — | $32.57万 | 新建仓 |
| WELL | WELLTOWER INC | $32.52万 | 0.03% | 1,433 | 15 | 1.1% | $3,405 | 重新持有 |
| WWD | WOODWARD INC | $32.29万 | 0.03% | 759 | 83 | 12.3% | $3.53万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.11万 | 0.03% | 9,490 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $32.04万 | 0.03% | 2,253 | 2,253 | — | $32.04万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $32.02万 | 0.03% | 2,894 | 2,894 | — | $32.02万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $31.99万 | 0.03% | 4,361 | 575 | 15.2% | $4.22万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $31.83万 | 0.03% | 8,169 | 8,169 | — | $31.83万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $31.83万 | 0.03% | 420 | 10 | 2.4% | $7,578 | 加仓 |
| CPRT | COPART INC | $31.76万 | 0.03% | 11,265 | 4,265 | 60.9% | $12.02万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $31.70万 | 0.03% | 7,671 | 7,671 | — | $31.70万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $31.58万 | 0.02% | 368 | 32 | 9.5% | $2.75万 | 加仓 |
| HRB | BLOCK H & R INC | $31.41万 | 0.02% | 8,249 | 8,249 | — | $31.41万 | 新建仓 |
| EXEL | EXELIXIS INC | $31.25万 | 0.02% | 5,744 | -834 | -12.7% | -$4.54万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $31.21万 | 0.02% | 10,334 | 1,005 | 10.8% | $3.04万 | 重新持有 |
| DOCU | DOCUSIGN INC | $30.99万 | 0.02% | 6,977 | 6,977 | — | $30.99万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $30.91万 | 0.02% | 914 | 914 | — | $30.91万 | 新建仓 |
| BLK | BLACKROCK INC | $30.87万 | 0.02% | 321 | 102 | 46.6% | $9.81万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $30.71万 | 0.02% | 8,072 | -2,113 | -20.7% | -$8.04万 | 减仓 |
| TURF | T ROWE PRICE EXCHANGE-TRADED | $30.58万 | 0.02% | 9,838 | 9,838 | — | $30.58万 | 新建仓 |
| RL | RALPH LAUREN CORP | $30.55万 | 0.02% | 761 | -114 | -13.0% | -$4.58万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $30.36万 | 0.02% | 4,980 | 4,980 | — | $30.36万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.32万 | 0.02% | 1,121 | 1,121 | — | $30.32万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $30.23万 | 0.02% | 31,554 | 9,405 | 42.5% | $9.01万 | 加仓 |
| TTC | TORO CO | $30.19万 | 0.02% | 3,099 | 139 | 4.7% | $1.35万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $30.08万 | 0.02% | 3,659 | 3,659 | — | $30.08万 | 新建仓 |
| UBS | UBS GROUP AG | $30.00万 | 0.02% | 6,054 | 770 | 14.6% | $3.82万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $29.89万 | 0.02% | 5,175 | 5,175 | — | $29.89万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $29.74万 | 0.02% | 7,648 | 2,679 | 53.9% | $10.42万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $29.73万 | 0.02% | 1,969 | 1,969 | — | $29.73万 | 新建仓 |
| RTX | RTX CORPORATION | $29.69万 | 0.02% | 1,565 | 1,565 | — | $29.69万 | 新建仓 |
| NET | CLOUDFLARE INC | $29.61万 | 0.02% | 1,207 | 1,207 | — | $29.61万 | 新建仓 |
| WMB | WILLIAMS COS INC | $29.45万 | 0.02% | 3,961 | -26 | -0.7% | -$1,933 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $29.34万 | 0.02% | 554 | -139 | -20.1% | -$7.36万 | 减仓 |
| NWSA | NEWS CORP NEW | $29.20万 | 0.02% | 11,760 | 11,760 | — | $29.20万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $29.18万 | 0.02% | 3,163 | 905 | 40.1% | $8.35万 | 重新持有 |
| OSK | OSHKOSH CORP | $29.16万 | 0.02% | 1,900 | 1,900 | — | $29.16万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $29.09万 | 0.02% | 634 | -574 | -47.5% | -$26.33万 | 减仓 |
| HAS | HASBRO INC | $28.97万 | 0.02% | 3,508 | -1,051 | -23.1% | -$8.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $28.75万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |