Jacksonville Wealth Management, LLC
JACKSONVILLE FL · SEC CIK 0002048486
$1.48亿2026Q1 申报市值
68持仓数
63.7%前十大占比 · 第一大 12.6%
5 / 10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
DSCO 新建仓+$636.02万
SPY 加仓+$185.35万
RSP 加仓+$176.22万
DIA 加仓+$119.13万
QQQ 加仓+$106.37万
2026Q1 卖出最多 按季末市值估算
ISCG 清仓-$83.36万
IWD 清仓-$66.09万
NVDA 减仓-$43.37万
TVAL 清仓-$38.80万
MDYG 清仓-$34.72万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ISCG | ISHARES TR | $0 | 0.00% | 0 | -15,031 | -100.0% | -$83.36万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -3,142 | -100.0% | -$66.09万 | 清仓 |
| TVAL | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -11,017 | -100.0% | -$38.80万 | 清仓 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,756 | -100.0% | -$34.72万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,494 | -100.0% | -$34.16万 | 清仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,170 | -100.0% | -$32.23万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -802 | -100.0% | -$28.33万 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -5,483 | -100.0% | -$24.33万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,059 | -100.0% | -$21.33万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $0 | 0.00% | 0 | -45,000 | -100.0% | -$9.95万 | 清仓 |
| — | POWERBANK CORP | $8,031 | 0.01% | 15,000 | 15,000 | — | $8,031 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $9.86万 | 0.07% | 17,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $20.81万 | 0.14% | 1,674 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $21.38万 | 0.14% | 1,890 | 1,890 | — | $21.38万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.79万 | 0.15% | 637 | 637 | — | $21.79万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $24.71万 | 0.17% | 840 | 13 | 1.6% | $3,824 | 加仓 |
| HACK | AMPLIFY ETF TR | $25.04万 | 0.17% | 3,335 | -27 | -0.8% | -$2,027 | 减仓 |
| ABCB | AMERIS BANCORP | $25.23万 | 0.17% | 3,235 | 6 | 0.2% | $468 | 加仓 |
| TEM | TEMPUS AI INC | $25.71万 | 0.17% | 5,685 | 1,809 | 46.7% | $8.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.27万 | 0.18% | 1,270 | 1,270 | — | $26.27万 | 新建仓 |
| ILMN | ILLUMINA INC | $27.72万 | 0.19% | 2,249 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $27.82万 | 0.19% | 24,108 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.49万 | 0.19% | 2,144 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $29.67万 | 0.20% | 2,083 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $29.89万 | 0.20% | 701 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $32.56万 | 0.22% | 1,919 | 66 | 3.6% | $1.12万 | 加仓 |
| BA | BOEING CO | $32.86万 | 0.22% | 1,651 | 18 | 1.1% | $3,583 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.71万 | 0.25% | 1,514 | 1 | 0.1% | $242 | 加仓 |
| WFC | WELLS FARGO & CO | $39.21万 | 0.26% | 4,925 | 75 | 1.5% | $5,971 | 加仓 |
| ROKU | ROKU INC | $39.65万 | 0.27% | 4,190 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $41.74万 | 0.28% | 18,398 | 946 | 5.4% | $2.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.32万 | 0.29% | 435 | 2 | 0.5% | $1,992 | 加仓 |
| DIS | DISNEY WALT CO | $44.95万 | 0.30% | 4,664 | -39 | -0.8% | -$3,759 | 减仓 |
| PAYX | PAYCHEX INC | $45.45万 | 0.31% | 4,934 | 22 | 0.4% | $2,027 | 加仓 |
| LLY | ELI LILLY & CO | $45.80万 | 0.31% | 498 | 2 | 0.4% | $1,840 | 加仓 |
| CMI | CUMMINS INC | $45.96万 | 0.31% | 854 | 1 | 0.1% | $538 | 加仓 |
| ASML | ASML HLDG NV | $50.32万 | 0.34% | 381 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $52.87万 | 0.36% | 8,451 | 79 | 0.9% | $4,942 | 加仓 |
| LOW | LOWES COS INC | $53.02万 | 0.36% | 2,244 | -20 | -0.9% | -$4,726 | 减仓 |
| GOOGL | ALPHABET INC | $63.55万 | 0.43% | 2,210 | -211 | -8.7% | -$6.07万 | 减仓 |
| TSLA | TESLA INC | $63.68万 | 0.43% | 1,713 | 157 | 10.1% | $5.84万 | 加仓 |
| IVV | ISHARES TR | $65.71万 | 0.44% | 1,006 | 98 | 10.8% | $6.40万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.57万 | 0.46% | 4,619 | -84 | -1.8% | -$1.23万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $68.39万 | 0.46% | 1,109 | -17 | -1.5% | -$1.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.56万 | 0.56% | 3,377 | -160 | -4.5% | -$3.91万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $84.44万 | 0.57% | 2,936 | -56 | -1.9% | -$1.61万 | 减仓 |
| FTNT | FORTINET INC | $86.26万 | 0.58% | 10,556 | 185 | 1.8% | $1.51万 | 加仓 |
| AFL | AFLAC INC | $88.83万 | 0.60% | 8,097 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $93.24万 | 0.63% | 4,058 | -62 | -1.5% | -$1.42万 | 减仓 |
| WMT | WALMART INC | $94.71万 | 0.64% | 7,620 | 5 | 0.1% | $621 | 加仓 |
| SHOP | SHOPIFY INC | $96.08万 | 0.65% | 8,100 | 28 | 0.3% | $3,321 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $103.18万 | 0.70% | 5,072 | 48 | 1.0% | $9,765 | 加仓 |
| MELI | MERCADOLIBRE INC | $103.39万 | 0.70% | 598 | 22 | 3.8% | $3.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $116.54万 | 0.79% | 2,985 | 23 | 0.8% | $8,979 | 加仓 |
| META | META PLATFORMS INC | $142.32万 | 0.96% | 2,488 | -6 | -0.2% | -$3,432 | 减仓 |
| CAT | CATERPILLAR INC | $143.02万 | 0.97% | 2,019 | -19 | -0.9% | -$1.35万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $171.58万 | 1.16% | 1,569 | -5 | -0.3% | -$5,468 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $179.76万 | 1.21% | 3,900 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $184.02万 | 1.24% | 4,333 | -31 | -0.7% | -$1.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.78万 | 1.29% | 5,154 | 51 | 1.0% | $1.89万 | 加仓 |
| HD | HOME DEPOT INC | $202.52万 | 1.37% | 6,158 | -12 | -0.2% | -$3,946 | 减仓 |
| NFLX | NETFLIX INC. | $206.89万 | 1.40% | 21,517 | -12 | -0.1% | -$1,154 | 减仓 |
| SPTM | SPDR SERIES TRUST | $207.09万 | 1.40% | 26,194 | -1,365 | -5.0% | -$10.79万 | 减仓 |
| AMZN | AMAZON COM INC | $258.88万 | 1.75% | 12,430 | 121 | 1.0% | $2.52万 | 加仓 |
| EFG | ISHARES TR | $283.93万 | 1.92% | 25,494 | 4,733 | 22.8% | $52.71万 | 加仓 |
| EEM | ISHARES TR | $305.57万 | 2.06% | 53,807 | 9,893 | 22.5% | $56.18万 | 加仓 |
| DE | DEERE & CO | $331.49万 | 2.24% | 5,885 | -30 | -0.5% | -$1.69万 | 减仓 |
| MOAT | VANECK ETF TRUST | $344.55万 | 2.33% | 35,631 | 3,932 | 12.4% | $38.02万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $350.00万 | 2.36% | 61,859 | 15,712 | 34.0% | $88.90万 | 加仓 |
| AAPL | APPLE INC | $422.12万 | 2.85% | 16,633 | -360 | -2.1% | -$9.14万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $538.01万 | 3.63% | 90,849 | 13,603 | 17.6% | $80.56万 | 加仓 |
| DSCO | DOUBLELINE ETF TRUST | $636.02万 | 4.30% | 255,994 | 255,994 | — | $636.02万 | 新建仓 |
| IWM | ISHARES TR | $641.94万 | 4.34% | 25,885 | 4,004 | 18.3% | $99.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,111.34万 | 7.51% | 63,724 | -2,487 | -3.8% | -$43.37万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,202.13万 | 8.12% | 25,953 | 2,572 | 11.0% | $119.13万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,318.09万 | 8.90% | 68,679 | 9,182 | 15.4% | $176.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,337.95万 | 9.04% | 23,181 | 1,843 | 8.6% | $106.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,869.67万 | 12.63% | 28,749 | 2,850 | 11.0% | $185.35万 | 加仓 |