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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $28.72万 | 0.02% | 3,686 | 363 | 10.9% | $2.83万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $28.66万 | 0.02% | 4,674 | 351 | 8.1% | $2.15万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $28.65万 | 0.02% | 3,439 | 491 | 16.7% | $4.09万 | 加仓 |
| CPAY | CORPAY INC | $28.63万 | 0.02% | 859 | 859 | — | $28.63万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $28.57万 | 0.02% | 1,282 | 110 | 9.4% | $2.45万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $28.48万 | 0.02% | 660 | 660 | — | $28.48万 | 新建仓 |
| CHE | CHEMED CORP NEW | $28.46万 | 0.02% | 611 | 611 | — | $28.46万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $28.45万 | 0.02% | 2,286 | -870 | -27.6% | -$10.83万 | 重新持有 |
| USB | US BANCORP | $28.38万 | 0.02% | 4,699 | 36 | 0.8% | $2,174 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $28.36万 | 0.02% | 5,985 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $28.35万 | 0.02% | 3,971 | 1,083 | 37.5% | $7.73万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $28.33万 | 0.02% | 11,816 | -270 | -2.2% | -$6,475 | 减仓 |
| TPR | TAPESTRY INC | $28.31万 | 0.02% | 1,934 | 154 | 8.7% | $2.25万 | 加仓 |
| MO | ALTRIA GROUP INC | $28.25万 | 0.02% | 3,927 | 3,927 | — | $28.25万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $28.25万 | 0.02% | 1,064 | -177 | -14.3% | -$4.70万 | 减仓 |
| KEY | KEYCORP | $28.22万 | 0.02% | 12,241 | 682 | 5.9% | $1.57万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $28.20万 | 0.02% | 5,807 | 5,807 | — | $28.20万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.01万 | 0.02% | 11,877 | 11,877 | — | $28.01万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.87万 | 0.02% | 1,031 | 1,031 | — | $27.87万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $27.83万 | 0.02% | 5,357 | -335 | -5.9% | -$1.74万 | 减仓 |
| ADBE | ADOBE INC | $27.80万 | 0.02% | 1,356 | 5 | 0.4% | $1,025 | 加仓 |
| TREX | TREX INC | $27.58万 | 0.02% | 5,511 | 5,511 | — | $27.58万 | 新建仓 |
| BCS | BARCLAYS PLC | $27.50万 | 0.02% | 10,237 | 10,237 | — | $27.50万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $27.46万 | 0.02% | 1,628 | 3 | 0.2% | $506 | 加仓 |
| IWF | ISHARES TR | $27.32万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $27.28万 | 0.02% | 1,683 | 1,683 | — | $27.28万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $26.83万 | 0.02% | 1,927 | -65 | -3.3% | -$9,051 | 减仓 |
| HSBC | HSBC HLDGS PLC | $26.78万 | 0.02% | 2,816 | 479 | 20.5% | $4.55万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $26.56万 | 0.02% | 45,563 | 8,598 | 23.3% | $5.01万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $26.56万 | 0.02% | 11,676 | 11,676 | — | $26.56万 | 新建仓 |
| CR | CRANE COMPANY | $26.55万 | 0.02% | 1,190 | 1,190 | — | $26.55万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $26.53万 | 0.02% | 1,243 | 1,243 | — | $26.53万 | 新建仓 |
| EFX | EQUIFAX INC | $26.49万 | 0.02% | 1,669 | 1,669 | — | $26.49万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $26.44万 | 0.02% | 3,531 | 3,531 | — | $26.44万 | 新建仓 |
| CBRE | CBRE GROUP INC | $26.00万 | 0.02% | 1,930 | 1,930 | — | $26.00万 | 新建仓 |
| XYL | XYLEM INC | $25.98万 | 0.02% | 2,198 | 2,198 | — | $25.98万 | 新建仓 |
| IWD | ISHARES TR | $25.84万 | 0.02% | 1,066 | -40 | -3.6% | -$9,697 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.75万 | 0.02% | 8,122 | 59 | 0.7% | $1,871 | 加仓 |
| VFC | V F CORP | $25.64万 | 0.02% | 15,374 | -4,526 | -22.7% | -$7.55万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.64万 | 0.02% | 3,599 | -748 | -17.2% | -$5.33万 | 减仓 |
| MHK | MOHAWK INDS INC | $25.59万 | 0.02% | 2,109 | -172 | -7.5% | -$2.09万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.42万 | 0.02% | 2,773 | 2,773 | — | $25.42万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.07万 | 0.02% | 7,375 | -3,430 | -31.7% | -$11.66万 | 减仓 |
| RY | ROYAL BK CDA | $25.06万 | 0.02% | 1,211 | 1,211 | — | $25.06万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $25.02万 | 0.02% | 845 | 845 | — | $25.02万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $24.75万 | 0.02% | 253 | 253 | — | $24.75万 | 新建仓 |
| ITT | ITT INC | $24.66万 | 0.02% | 1,247 | -40 | -3.1% | -$7,910 | 减仓 |
| JBL | JABIL INC | $24.63万 | 0.02% | 639 | 639 | — | $24.63万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $24.53万 | 0.02% | 11,015 | 11,015 | — | $24.53万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $24.52万 | 0.02% | 1,029 | -345 | -25.1% | -$8.22万 | 重新持有 |
| TFC | TRUIST FINL CORP | $24.51万 | 0.02% | 4,920 | 717 | 17.1% | $3.57万 | 加仓 |
| ENB | ENBRIDGE INC | $24.48万 | 0.02% | 4,516 | 4,516 | — | $24.48万 | 新建仓 |
| MSCI | MSCI INC | $24.42万 | 0.02% | 436 | 436 | — | $24.42万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $24.37万 | 0.02% | 2,062 | -830 | -28.7% | -$9.81万 | 重新持有 |
| IRM | IRON MTN INC DEL | $24.35万 | 0.02% | 1,928 | 1,928 | — | $24.35万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $24.31万 | 0.02% | 9,699 | 9,699 | — | $24.31万 | 新建仓 |
| SYY | SYSCO CORP | $24.20万 | 0.02% | 2,895 | 2,895 | — | $24.20万 | 新建仓 |
| ADSK | AUTODESK INC | $24.03万 | 0.02% | 1,236 | 409 | 49.5% | $7.95万 | 重新持有 |
| NWG | NATWEST GROUP PLC | $23.99万 | 0.02% | 13,607 | 2,717 | 24.9% | $4.79万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $23.99万 | 0.02% | 4,373 | 4,373 | — | $23.99万 | 新建仓 |
| STT | STATE STR CORP | $23.93万 | 0.02% | 1,411 | 1,411 | — | $23.93万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $23.87万 | 0.02% | 2,897 | 2,897 | — | $23.87万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.64万 | 0.02% | 6,430 | -290 | -4.3% | -$1.07万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $23.58万 | 0.02% | 623 | 623 | — | $23.58万 | 新建仓 |
| ATI | ATI INC | $23.55万 | 0.02% | 1,195 | 1,195 | — | $23.55万 | 新建仓 |
| MOS | MOSAIC CO | $23.53万 | 0.02% | 11,102 | 11,102 | — | $23.53万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $23.32万 | 0.02% | 2,340 | 152 | 6.9% | $1.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.31万 | 0.02% | 689 | -305 | -30.7% | -$10.32万 | 减仓 |
| RHI | ROBERT HALF INC. | $23.03万 | 0.02% | 7,501 | 7,501 | — | $23.03万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $23.00万 | 0.02% | 11,405 | 11,405 | — | $23.00万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $22.72万 | 0.02% | 649 | 649 | — | $22.72万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.72万 | 0.02% | 824 | 824 | — | $22.72万 | 新建仓 |
| BRKR | BRUKER CORP | $22.56万 | 0.02% | 3,749 | 3,749 | — | $22.56万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $22.48万 | 0.02% | 3,228 | 3,228 | — | $22.48万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $22.43万 | 0.02% | 1,654 | -3,062 | -64.9% | -$41.53万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $22.34万 | 0.02% | 831 | 831 | — | $22.34万 | 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 |
| PBF | PBF ENERGY INC | $21.81万 | 0.02% | 4,792 | 4,792 | — | $21.81万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $21.75万 | 0.02% | 2,502 | 2,502 | — | $21.75万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $21.73万 | 0.02% | 2,743 | -813 | -22.9% | -$6.44万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $21.55万 | 0.02% | 1,775 | 1,775 | — | $21.55万 | 新建仓 |
| KKR | KKR & CO INC | $21.38万 | 0.02% | 2,330 | 2,330 | — | $21.38万 | 新建仓 |
| DXCM | DEXCOM INC | $21.38万 | 0.02% | 3,174 | 3,174 | — | $21.38万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $21.28万 | 0.02% | 369 | 369 | — | $21.28万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $21.10万 | 0.02% | 1,092 | -892 | -45.0% | -$17.24万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $21.07万 | 0.02% | 429 | 429 | — | $21.07万 | 新建仓 |
| F | FORD MTR CO | $21.00万 | 0.02% | 15,105 | 15,105 | — | $21.00万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $20.94万 | 0.02% | 3,375 | 3,375 | — | $20.94万 | 新建仓 |
| DOW | DOW HLDGS INC | $20.89万 | 0.02% | 7,636 | -2,798 | -26.8% | -$7.66万 | 减仓 |
| COKE | COCA COLA CONS INC | $20.81万 | 0.02% | 1,090 | 1,090 | — | $20.81万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $20.78万 | 0.02% | 5,454 | 5,454 | — | $20.78万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $20.78万 | 0.02% | 3,631 | -534 | -12.8% | -$3.06万 | 减仓 |
| MPC | MARATHON PETE CORP | $20.68万 | 0.02% | 809 | 809 | — | $20.68万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $20.66万 | 0.02% | 2,653 | 2,653 | — | $20.66万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $20.65万 | 0.02% | 1,600 | 1,600 | — | $20.65万 | 新建仓 |
| COHR | COHERENT CORP | $20.59万 | 0.02% | 522 | 522 | — | $20.59万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.42万 | 0.02% | 890 | 890 | — | $20.42万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $20.34万 | 0.02% | 3,352 | 3,352 | — | $20.34万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $20.31万 | 0.02% | 4,703 | -2,407 | -33.9% | -$10.39万 | 减仓 |
| FLS | FLOWSERVE CORP | $20.28万 | 0.02% | 2,735 | -258 | -8.6% | -$1.91万 | 减仓 |