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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2.19亿 | 17.29% | 4,929,596 | 26,682 | 0.5% | $118.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.97亿 | 15.55% | 2,814,122 | -26,124 | -0.9% | -$182.61万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $9,182.48万 | 7.26% | 1,669,238 | -4,816 | -0.3% | -$26.49万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8,698.46万 | 6.88% | 1,610,229 | 8,186 | 0.5% | $44.22万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,196.73万 | 4.11% | 1,410,622 | -12,282 | -0.9% | -$45.25万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,269.77万 | 3.38% | 723,935 | 47,184 | 7.0% | $278.29万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,037.22万 | 3.19% | 492,705 | 25,790 | 5.5% | $211.32万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,845.81万 | 3.04% | 958,337 | 12,929 | 1.4% | $51.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,387.43万 | 2.68% | 873,274 | 19,953 | 2.3% | $77.40万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,776.48万 | 2.20% | 287,748 | -2,329 | -0.8% | -$22.47万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,621.77万 | 2.07% | 549,062 | 42,680 | 8.4% | $203.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,547.01万 | 2.01% | 309,328 | -1,851 | -0.6% | -$15.24万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,801.02万 | 1.42% | 358,555 | 31,771 | 9.7% | $159.59万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,525.60万 | 1.21% | 295,145 | -3,872 | -1.3% | -$20.01万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,357.37万 | 1.07% | 333,999 | -3,623 | -1.1% | -$14.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,313.48万 | 1.04% | 502,097 | 46,296 | 10.2% | $121.11万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,233.45万 | 0.98% | 119,694 | 3,283 | 2.8% | $33.83万 | 加仓 |
| ITOT | ISHARES TR | $1,163.00万 | 0.92% | 70,798 | 3,288 | 4.9% | $54.01万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,086.53万 | 0.86% | 291,608 | 5,413 | 1.9% | $20.17万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $933.60万 | 0.74% | 394,256 | -5,167 | -1.3% | -$12.24万 | 减仓 |
| AAPL | APPLE INC | $930.23万 | 0.74% | 32,148 | 5,550 | 20.9% | $160.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $908.93万 | 0.72% | 45,426 | 14,417 | 46.5% | $288.47万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $893.25万 | 0.71% | 222,146 | -876 | -0.4% | -$3.52万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $705.67万 | 0.56% | 171,071 | 14,898 | 9.5% | $61.45万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $683.37万 | 0.54% | 54,775 | -2,359 | -4.1% | -$29.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $640.64万 | 0.51% | 153,521 | 4,630 | 3.1% | $19.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $558.19万 | 0.44% | 14,964 | 3,764 | 33.6% | $140.40万 | 加仓 |
| VLUE | ISHARES TR | $490.27万 | 0.39% | 24,537 | -3,697 | -13.1% | -$73.87万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $464.37万 | 0.37% | 4,023 | -1,003 | -20.0% | -$115.78万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $434.85万 | 0.34% | 127,429 | 4,799 | 3.9% | $16.38万 | 加仓 |
| BSVO | EA SERIES TRUST | $429.77万 | 0.34% | 147,232 | -3,516 | -2.3% | -$10.26万 | 减仓 |
| AMZN | AMAZON COM INC | $410.28万 | 0.32% | 17,214 | 4,779 | 38.4% | $113.90万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $378.73万 | 0.30% | 42,458 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $344.62万 | 0.27% | 38,717 | 2,400 | 6.6% | $21.36万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $305.04万 | 0.24% | 63,109 | 20,722 | 48.9% | $100.16万 | 加仓 |
| AVGO | BROADCOM INC | $301.07万 | 0.24% | 7,970 | 1,525 | 23.7% | $57.61万 | 加仓 |
| GOOGL | ALPHABET INC | $296.33万 | 0.23% | 8,292 | 1,353 | 19.5% | $48.35万 | 加仓 |
| GOOG | ALPHABET INC | $292.03万 | 0.23% | 8,265 | 1,454 | 21.3% | $51.37万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $264.80万 | 0.21% | 75,592 | 5,248 | 7.5% | $18.38万 | 加仓 |
| LLY | ELI LILLY & CO | $211.82万 | 0.17% | 1,766 | 353 | 25.0% | $42.34万 | 加仓 |
| TSLA | TESLA INC | $201.43万 | 0.16% | 4,789 | 1,436 | 42.8% | $60.40万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $195.17万 | 0.15% | 4,504 | 177 | 4.1% | $7.67万 | 加仓 |
| INTC | INTEL CORP | $194.09万 | 0.15% | 13,900 | -8,176 | -37.0% | -$114.16万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $181.20万 | 0.14% | 2,837 | -564 | -16.6% | -$36.02万 | 减仓 |
| META | META PLATFORMS INC | $171.13万 | 0.14% | 3,038 | 1,043 | 52.3% | $58.75万 | 加仓 |
| FIX | COMFORT SYS USA INC | $170.45万 | 0.13% | 860 | 45 | 5.5% | $8.92万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $169.56万 | 0.13% | 23,120 | -396 | -1.7% | -$2.90万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $163.67万 | 0.13% | 5,655 | 472 | 9.1% | $13.66万 | 加仓 |
| MRK | MERCK & CO INC | $154.28万 | 0.12% | 12,006 | -727 | -5.7% | -$9.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.07万 | 0.12% | 2,999 | 1,076 | 56.0% | $53.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $149.39万 | 0.12% | 4,564 | 1,764 | 63.0% | $57.74万 | 加仓 |
| KO | COCA COLA CO | $144.18万 | 0.11% | 17,741 | 987 | 5.9% | $8.02万 | 加仓 |
| CNC | CENTENE CORP DEL | $132.49万 | 0.10% | 20,640 | -1,893 | -8.4% | -$12.15万 | 减仓 |
| EIX | EDISON INTL | $131.93万 | 0.10% | 17,721 | -1,460 | -7.6% | -$10.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $130.98万 | 0.10% | 1,907 | 1,448 | 315.5% | $99.45万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $129.54万 | 0.10% | 2,230 | 687 | 44.5% | $39.91万 | 加仓 |
| WMT | WALMART INC | $129.12万 | 0.10% | 11,400 | -5,511 | -32.6% | -$62.42万 | 减仓 |
| PCG | PG&E CORP | $128.07万 | 0.10% | 76,141 | 1,403 | 1.9% | $2.36万 | 加仓 |
| FDX | FEDEX CORP | $123.87万 | 0.10% | 3,956 | 207 | 5.5% | $6.48万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.28万 | 0.10% | 21,395 | -2,876 | -11.8% | -$16.57万 | 减仓 |
| SO | SOUTHERN CO | $121.21万 | 0.10% | 12,664 | 2,043 | 19.2% | $19.55万 | 加仓 |
| CB | CHUBB LIMITED | $118.99万 | 0.09% | 3,492 | 252 | 7.8% | $8.59万 | 加仓 |
| GM | GENERAL MTRS CO | $110.82万 | 0.09% | 14,377 | 1,453 | 11.2% | $11.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $110.50万 | 0.09% | 4,351 | 524 | 13.7% | $13.31万 | 加仓 |
| MS | MORGAN STANLEY | $108.53万 | 0.09% | 5,192 | 1,517 | 41.3% | $31.71万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $107.40万 | 0.08% | 1,113 | 640 | 135.3% | $61.76万 | 加仓 |
| PFFA | ETFIS SER TR I | $106.02万 | 0.08% | 51,541 | 51,541 | — | $106.02万 | 新建仓 |
| ABNB | AIRBNB INC | $105.62万 | 0.08% | 7,381 | 1,874 | 34.0% | $26.82万 | 加仓 |
| GE | GE AEROSPACE | $101.73万 | 0.08% | 2,722 | -153 | -5.3% | -$5.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.66万 | 0.08% | 2,446 | 938 | 62.2% | $38.99万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $100.90万 | 0.08% | 84,506 | 51,150 | 153.3% | $61.07万 | 加仓 |
| FTI | TECHNIPFMC PLC | $100.62万 | 0.08% | 15,177 | -138 | -0.9% | -$9,149 | 减仓 |
| HD | HOME DEPOT INC | $98.59万 | 0.08% | 2,796 | 1,818 | 185.9% | $64.11万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $97.33万 | 0.08% | 6,309 | 8 | 0.1% | $1,234 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $95.24万 | 0.08% | 42,594 | 42,594 | — | $95.24万 | 新建仓 |
| GEV | GE VERNOVA INC | $93.64万 | 0.07% | 797 | 28 | 3.6% | $3.29万 | 加仓 |
| SNDK | SANDISK CORP | $93.22万 | 0.07% | 410 | -281 | -40.7% | -$63.89万 | 减仓 |
| C | CITIGROUP INC | $92.33万 | 0.07% | 6,597 | 822 | 14.2% | $11.50万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $91.84万 | 0.07% | 14,603 | 2,506 | 20.7% | $15.76万 | 加仓 |
| CAT | CATERPILLAR INC | $90.62万 | 0.07% | 851 | 101 | 13.5% | $10.76万 | 加仓 |
| IVV | ISHARES TR | $90.54万 | 0.07% | 1,209 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $89.54万 | 0.07% | 3,915 | 1,004 | 34.5% | $22.96万 | 加仓 |
| ASML | ASML HLDG NV | $88.33万 | 0.07% | 444 | 51 | 13.0% | $10.15万 | 加仓 |
| IVLU | ISHARES TR | $85.54万 | 0.07% | 20,455 | -266 | -1.3% | -$1.11万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $85.36万 | 0.07% | 3,467 | 591 | 20.5% | $14.55万 | 加仓 |
| TER | TERADYNE INC | $84.14万 | 0.07% | 1,739 | 253 | 17.0% | $12.24万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $83.70万 | 0.07% | 2,500 | 148 | 6.3% | $4.96万 | 加仓 |
| DAL | DELTA AIR LINES INC | $83.55万 | 0.07% | 8,921 | 422 | 5.0% | $3.95万 | 加仓 |
| V | VISA INC | $83.23万 | 0.07% | 2,426 | 1,191 | 96.4% | $40.86万 | 加仓 |
| WFC | WELLS FARGO & CO | $83.04万 | 0.07% | 10,048 | 7,064 | 236.7% | $58.38万 | 加仓 |
| TJX | TJX COS INC NEW | $81.60万 | 0.06% | 5,386 | 360 | 7.2% | $5.45万 | 加仓 |
| AON | AON PLC | $80.77万 | 0.06% | 2,435 | 1,655 | 212.2% | $54.89万 | 加仓 |
| AGNC | AGNC INVT CORP | $80.51万 | 0.06% | 73,861 | 73,861 | — | $80.51万 | 新建仓 |
| PSX | PHILLIPS 66 | $80.32万 | 0.06% | 4,751 | 576 | 13.8% | $9.74万 | 加仓 |
| DX | DYNEX CAP INC | $80.14万 | 0.06% | 61,129 | 30,501 | 99.6% | $39.99万 | 加仓 |
| EQIX | EQUINIX INC | $78.70万 | 0.06% | 755 | 185 | 32.5% | $19.28万 | 加仓 |
| CMI | CUMMINS INC | $77.45万 | 0.06% | 1,086 | 216 | 24.8% | $15.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $76.09万 | 0.06% | 5,189 | -1,005 | -16.2% | -$14.74万 | 减仓 |
| NEWT | NEWTEKONE INC | $75.54万 | 0.06% | 51,008 | 25,275 | 98.2% | $37.43万 | 加仓 |
| SNOW | SNOWFLAKE INC | $75.28万 | 0.06% | 2,958 | 1,199 | 68.2% | $30.51万 | 加仓 |