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 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.26万 | 0.02% | 374 | 14 | 3.9% | $7,586 | 加仓 |
| SLB | SLB LIMITED | $20.22万 | 0.02% | 4,350 | 4,350 | — | $20.22万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $20.11万 | 0.02% | 976 | 976 | — | $20.11万 | 新建仓 |
| ALV | AUTOLIV INC | $20.06万 | 0.02% | 1,727 | 1,727 | — | $20.06万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.00万 | 0.02% | 842 | 842 | — | $20.00万 | 新建仓 |
| DUOL | DUOLINGO INC | $20.00万 | 0.02% | 1,739 | 1,739 | — | $20.00万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $19.96万 | 0.02% | 14,832 | 14,832 | — | $19.96万 | 新建仓 |
| NOK | NOKIA CORP | $17.20万 | 0.01% | 12,950 | 1,186 | 10.1% | $1.58万 | 加仓 |
| AEG | AEGON LTD | $14.73万 | 0.01% | 17,448 | 3,089 | 21.5% | $2.61万 | 加仓 |
| FRSH | FRESHWORKS INC | $14.48万 | 0.01% | 14,308 | 14,308 | — | $14.48万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $11.86万 | 0.01% | 13,511 | 13,511 | — | $11.86万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $9.90万 | 0.01% | 16,123 | 1,255 | 8.4% | $7,706 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $7.50万 | 0.01% | 13,245 | 13,245 | — | $7.50万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $3.54万 | 0.00% | 12,086 | 12,086 | — | $3.54万 | 新建仓 |
| COTY | COTY INC | $2.36万 | 0.00% | 10,938 | 10,938 | — | $2.36万 | 新建仓 |
| — | BEYOND MEAT INC | $9,781 | 0.00% | 13,041 | -935 | -6.7% | -$701 | 减仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $5,241 | 0.00% | 22,737 | 22,737 | — | $5,241 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -113,125 | -100.0% | -$1,905.17万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -9,770 | -100.0% | -$149.00万 | 清仓 |
| XHLF | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -12,649 | -100.0% | -$63.55万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,785 | -100.0% | -$47.89万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -7,117 | -100.0% | -$38.04万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -960 | -100.0% | -$37.86万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,508 | -100.0% | -$32.78万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,282 | -100.0% | -$31.27万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -907 | -100.0% | -$31.12万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,882 | -100.0% | -$30.84万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -3,659 | -100.0% | -$28.26万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,683 | -100.0% | -$27.76万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9,218 | -100.0% | -$25.79万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,096 | -100.0% | -$25.76万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,216 | -100.0% | -$25.74万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -9,739 | -100.0% | -$25.61万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -2,241 | -100.0% | -$23.97万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,211 | -100.0% | -$23.64万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -6,519 | -100.0% | -$22.28万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,441 | -100.0% | -$22.22万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,282 | -100.0% | -$20.91万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,380 | -100.0% | -$20.67万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -2,654 | -100.0% | -$20.67万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -581 | -100.0% | -$20.44万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -997 | -100.0% | -$20.44万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -22,752 | -100.0% | -$15.31万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -46,683 | -100.0% | -$2.70万 | 清仓 |