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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.99亿 | 17.58% | 4,902,914 | 58,890 | 1.2% | $238.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.84亿 | 16.25% | 2,840,246 | 6,295 | 0.2% | $40.67万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8,830.46万 | 7.82% | 1,602,043 | -9,001 | -0.6% | -$49.61万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $8,360.22万 | 7.40% | 1,674,054 | -16,466 | -1.0% | -$82.23万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,111.07万 | 4.53% | 1,422,904 | -13,922 | -1.0% | -$50.01万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,021.93万 | 3.56% | 676,751 | 39,470 | 6.2% | $234.57万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,893.19万 | 3.45% | 945,408 | -33,441 | -3.4% | -$137.71万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,457.97万 | 3.06% | 466,915 | 18,635 | 4.2% | $138.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,083.90万 | 2.73% | 853,321 | -49,715 | -5.5% | -$179.67万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,493.50万 | 2.21% | 290,077 | 290,077 | — | $2,493.50万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,430.13万 | 2.15% | 506,382 | 32,088 | 6.8% | $153.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,307.08万 | 2.04% | 311,179 | 7,576 | 2.5% | $56.17万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,905.17万 | 1.69% | 4,525 | 4,443 | 5,418.3% | $1,870.65万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,635.56万 | 1.45% | 326,784 | 19,543 | 6.4% | $97.81万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,406.88万 | 1.25% | 299,017 | -2,571 | -0.9% | -$12.10万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,242.11万 | 1.10% | 337,622 | -432,884 | -56.2% | -$1,592.58万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,228.49万 | 1.09% | 116,411 | 9,079 | 8.5% | $95.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,134.49万 | 1.00% | 455,801 | 27,411 | 6.4% | $68.23万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,068.94万 | 0.95% | 286,195 | -1,162 | -0.4% | -$4.34万 | 减仓 |
| ITOT | ISHARES TR | $1,003.74万 | 0.89% | 67,510 | 43,766 | 184.3% | $650.71万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $903.49万 | 0.80% | 399,423 | -27,187 | -6.4% | -$61.50万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $804.22万 | 0.71% | 223,022 | -15,047 | -6.3% | -$54.26万 | 减仓 |
| AAPL | APPLE INC | $692.82万 | 0.61% | 26,598 | -178 | -0.7% | -$4.64万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $655.50万 | 0.58% | 57,134 | 9 | 0.0% | $1,033 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $639.53万 | 0.57% | 156,173 | 6,902 | 4.6% | $28.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $584.92万 | 0.52% | 31,009 | -2,069 | -6.3% | -$39.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $564.59万 | 0.50% | 148,891 | 49,972 | 50.5% | $189.49万 | 加仓 |
| VLUE | ISHARES TR | $429.55万 | 0.38% | 28,234 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $415.37万 | 0.37% | 11,200 | 2,967 | 36.0% | $110.04万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $413.39万 | 0.37% | 122,630 | 53,949 | 78.6% | $181.86万 | 加仓 |
| BSVO | EA SERIES TRUST | $397.41万 | 0.35% | 150,748 | -1,072 | -0.7% | -$2.83万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $379.79万 | 0.34% | 42,458 | -101 | -0.2% | -$9,034 | 减仓 |
| IDEV | ISHARES TR | $319.01万 | 0.28% | 36,317 | 19,778 | 119.6% | $173.73万 | 加仓 |
| AMZN | AMAZON COM INC | $296.43万 | 0.26% | 12,435 | -313 | -2.5% | -$7.46万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $249.65万 | 0.22% | 70,344 | 5,625 | 8.7% | $19.96万 | 加仓 |
| AVGO | BROADCOM INC | $239.46万 | 0.21% | 6,445 | 839 | 15.0% | $31.17万 | 加仓 |
| GOOGL | ALPHABET INC | $220.13万 | 0.19% | 6,939 | 412 | 6.3% | $13.07万 | 加仓 |
| GOOG | ALPHABET INC | $215.04万 | 0.19% | 6,811 | 69 | 1.0% | $2.18万 | 加仓 |
| WMT | WALMART INC | $214.38万 | 0.19% | 16,911 | -393 | -2.3% | -$4.98万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $211.39万 | 0.19% | 5,026 | 446 | 9.7% | $18.76万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $204.56万 | 0.18% | 42,387 | -17,044 | -28.7% | -$82.25万 | 减仓 |
| MRK | MERCK & CO INC | $154.60万 | 0.14% | 12,733 | -107 | -0.8% | -$1.30万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $153.61万 | 0.14% | 23,516 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $149.00万 | 0.13% | 9,770 | 424 | 4.5% | $6.47万 | 加仓 |
| EIX | EDISON INTL | $145.24万 | 0.13% | 19,181 | 2,298 | 13.6% | $17.40万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.28万 | 0.13% | 24,271 | 3,975 | 19.6% | $23.30万 | 加仓 |
| FDX | FEDEX CORP | $140.24万 | 0.12% | 3,749 | 199 | 5.6% | $7.44万 | 加仓 |
| PEP | PEPSICO INC | $138.61万 | 0.12% | 8,825 | 791 | 9.8% | $12.42万 | 加仓 |
| PCG | PG&E CORP | $138.56万 | 0.12% | 74,738 | 6,285 | 9.2% | $11.65万 | 加仓 |
| INTC | INTEL CORP | $137.71万 | 0.12% | 22,076 | -6,868 | -23.7% | -$42.84万 | 减仓 |
| LLY | ELI LILLY & CO | $132.75万 | 0.12% | 1,413 | 45 | 3.3% | $4.23万 | 加仓 |
| FIX | COMFORT SYS USA INC | $129.82万 | 0.11% | 815 | 13 | 1.6% | $2.07万 | 加仓 |
| KO | COCA COLA CO | $129.79万 | 0.11% | 16,754 | 12,288 | 275.1% | $95.20万 | 加仓 |
| META | META PLATFORMS INC | $125.66万 | 0.11% | 1,995 | -334 | -14.3% | -$21.04万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $117.67万 | 0.10% | 5,183 | 381 | 7.9% | $8.65万 | 加仓 |
| TSLA | TESLA INC | $117.00万 | 0.10% | 3,353 | -360 | -9.7% | -$12.56万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $116.80万 | 0.10% | 3,401 | 18 | 0.5% | $6,182 | 加仓 |
| LRCX | LAM RESEARCH CORP | $114.09万 | 0.10% | 4,327 | -193 | -4.3% | -$5.09万 | 减仓 |
| FTI | TECHNIPFMC PLC | $113.01万 | 0.10% | 15,315 | 938 | 6.5% | $6.92万 | 加仓 |
| CB | CHUBB LTD SWITZ | $106.24万 | 0.09% | 3,240 | -188 | -5.5% | -$6.16万 | 减仓 |
| SO | SOUTHERN CO | $103.18万 | 0.09% | 10,621 | -48 | -0.4% | -$4,663 | 减仓 |
| GM | GENERAL MTRS CO | $98.77万 | 0.09% | 12,924 | 705 | 5.8% | $5.39万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $97.01万 | 0.09% | 6,301 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.28万 | 0.08% | 1,923 | -653 | -25.3% | -$31.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $91.26万 | 0.08% | 3,827 | -373 | -8.9% | -$8.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $89.91万 | 0.08% | 6,194 | 3,690 | 147.4% | $53.56万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $89.11万 | 0.08% | 1,452 | 166 | 12.9% | $10.19万 | 加仓 |
| GE | GE AEROSPACE | $88.65万 | 0.08% | 2,875 | 3 | 0.1% | $925 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.76万 | 0.08% | 2,800 | -177 | -5.9% | -$5.48万 | 减仓 |
| IVLU | ISHARES TR | $86.16万 | 0.08% | 20,721 | 89 | 0.4% | $3,701 | 加仓 |
| CNC | CENTENE CORP DEL | $84.05万 | 0.07% | 22,533 | -5,671 | -20.1% | -$21.15万 | 减仓 |
| IVV | ISHARES TR | $82.53万 | 0.07% | 1,209 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $82.02万 | 0.07% | 12,097 | 1,341 | 12.5% | $9.09万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $81.70万 | 0.07% | 1,091 | 101 | 10.2% | $7.56万 | 加仓 |
| TJX | TJX COS INC NEW | $81.22万 | 0.07% | 5,026 | 376 | 8.1% | $6.08万 | 加仓 |
| GEV | GE VERNOVA INC | $76.23万 | 0.07% | 769 | 243 | 46.2% | $24.09万 | 加仓 |
| C | CITIGROUP INC | $71.84万 | 0.06% | 5,775 | 805 | 16.2% | $10.01万 | 加仓 |
| ABNB | AIRBNB INC | $71.02万 | 0.06% | 5,507 | -415 | -7.0% | -$5.35万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $69.41万 | 0.06% | 2,352 | 243 | 11.5% | $7.17万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $68.08万 | 0.06% | 4,049 | 2,112 | 109.0% | $35.51万 | 加仓 |
| PSX | PHILLIPS 66 | $66.49万 | 0.06% | 4,175 | 190 | 4.8% | $3.03万 | 加仓 |
| MS | MORGAN STANLEY | $65.28万 | 0.06% | 3,675 | 3,675 | — | $65.28万 | 新建仓 |
| NEM | NEWMONT CORP | $65.24万 | 0.06% | 5,396 | 318 | 6.3% | $3.84万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.60万 | 0.06% | 2,876 | 308 | 12.0% | $6.81万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $63.55万 | 0.06% | 12,649 | 12,649 | — | $63.55万 | 新建仓 |
| TGT | TARGET CORP | $63.33万 | 0.06% | 5,196 | 560 | 12.1% | $6.83万 | 加仓 |
| EME | EMCOR GROUP INC | $60.42万 | 0.05% | 753 | 164 | 27.8% | $13.16万 | 加仓 |
| CAT | CATERPILLAR INC | $59.30万 | 0.05% | 750 | -6 | -0.8% | -$4,744 | 减仓 |
| SNDK | SANDISK CORP | $58.86万 | 0.05% | 691 | -1,089 | -61.2% | -$92.76万 | 减仓 |
| EQIX | EQUINIX INC | $58.72万 | 0.05% | 570 | 61 | 12.0% | $6.28万 | 加仓 |
| INCY | INCYTE CORP | $58.20万 | 0.05% | 6,058 | -899 | -12.9% | -$8.64万 | 减仓 |
| ASML | ASML HLDG NV | $58.10万 | 0.05% | 393 | 127 | 47.7% | $18.77万 | 加仓 |
| DAL | DELTA AIR LINES INC | $57.64万 | 0.05% | 8,499 | 2,098 | 32.8% | $14.23万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $56.33万 | 0.05% | 4,851 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $55.94万 | 0.05% | 1,669 | -74 | -4.2% | -$2.48万 | 减仓 |
| CIEN | CIENA CORP | $54.81万 | 0.05% | 1,105 | -29 | -2.6% | -$1.44万 | 减仓 |
| TER | TERADYNE INC | $54.68万 | 0.05% | 1,486 | 286 | 23.8% | $10.52万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $54.05万 | 0.05% | 19,326 | 8 | 0.0% | $224 | 加仓 |
| AMP | AMERIPRISE FINL INC | $53.92万 | 0.05% | 1,208 | 575 | 90.8% | $25.66万 | 加仓 |
| MLI | MUELLER INDS INC | $53.69万 | 0.05% | 4,431 | 101 | 2.3% | $1.22万 | 加仓 |