Jacksonville Wealth Management, LLC
JACKSONVILLE FL · SEC CIK 0002048486
$1.77亿2026Q2 申报市值
76持仓数
63.2%前十大占比 · 第一大 12.8%
7 / 0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
SPY 加仓+$110.22万
DIA 加仓+$77.73万
RSP 加仓+$75.98万
SPYV 加仓+$72.80万
QQQ 加仓+$55.60万
2026Q2 卖出最多 按季末市值估算
DSCO 减仓-$82.51万
NVDA 减仓-$38.80万
AMD 减仓-$10.80万
AAPL 减仓-$9.03万
META 减仓-$6.31万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,257.10万 | 12.77% | 30,225 | 1,476 | 5.1% | $110.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,762.63万 | 9.97% | 23,936 | 755 | 3.3% | $55.60万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,537.26万 | 8.70% | 72,250 | 3,571 | 5.2% | $75.98万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,433.48万 | 8.11% | 27,441 | 1,488 | 5.7% | $77.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,236.25万 | 6.99% | 61,785 | -1,939 | -3.0% | -$38.80万 | 减仓 |
| IWM | ISHARES TR | $811.66万 | 4.59% | 27,015 | 1,130 | 4.4% | $33.95万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $665.72万 | 3.77% | 98,537 | 7,688 | 8.5% | $51.94万 | 加仓 |
| DSCO | DOUBLELINE ETF TRUST | $555.68万 | 3.14% | 222,896 | -33,098 | -12.9% | -$82.51万 | 减仓 |
| AAPL | APPLE INC | $472.27万 | 2.67% | 16,321 | -312 | -1.9% | -$9.03万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $448.83万 | 2.54% | 73,834 | 11,975 | 19.4% | $72.80万 | 加仓 |
| MOAT | VANECK ETF TRUST | $405.57万 | 2.29% | 39,012 | 3,381 | 9.5% | $35.15万 | 加仓 |
| EEM | ISHARES TR | $383.98万 | 2.17% | 56,130 | 2,323 | 4.3% | $15.89万 | 加仓 |
| DE | DEERE & CO | $369.58万 | 2.09% | 5,826 | -59 | -1.0% | -$3.74万 | 减仓 |
| EFG | ISHARES TR | $354.50万 | 2.01% | 28,492 | 2,998 | 11.8% | $37.30万 | 加仓 |
| AMZN | AMAZON COM INC | $295.52万 | 1.67% | 12,399 | -31 | -0.2% | -$7,389 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $283.83万 | 1.61% | 4,886 | -186 | -3.7% | -$10.80万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $250.71万 | 1.42% | 4,472 | 139 | 3.2% | $7.79万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $233.60万 | 1.32% | 25,730 | -464 | -1.8% | -$4.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $224.36万 | 1.27% | 2,940 | -45 | -1.5% | -$3.43万 | 减仓 |
| HD | HOME DEPOT INC | $215.98万 | 1.22% | 6,124 | -34 | -0.6% | -$1.20万 | 减仓 |
| CAT | CATERPILLAR INC | $215.04万 | 1.22% | 2,019 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $210.71万 | 1.19% | 1,524 | -45 | -2.9% | -$6.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $186.40万 | 1.05% | 4,997 | -157 | -3.0% | -$5.86万 | 减仓 |
| FTNT | FORTINET INC | $158.03万 | 0.89% | 10,287 | -269 | -2.5% | -$4.13万 | 减仓 |
| NFLX | NETFLIX INC. | $150.50万 | 0.85% | 21,078 | -439 | -2.0% | -$3.13万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $149.03万 | 0.84% | 3,748 | -152 | -3.9% | -$6.04万 | 减仓 |
| META | META PLATFORMS INC | $133.83万 | 0.76% | 2,376 | -112 | -4.5% | -$6.31万 | 减仓 |
| MELI | MERCADOLIBRE INC | $101.80万 | 0.58% | 600 | 2 | 0.3% | $3,393 | 加仓 |
| AFL | AFLAC INC | $94.94万 | 0.54% | 8,097 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $94.80万 | 0.54% | 2,860 | -76 | -2.6% | -$2.52万 | 减仓 |
| SHOP | SHOPIFY INC | $91.51万 | 0.52% | 8,015 | -85 | -1.0% | -$9,705 | 减仓 |
| WMT | WALMART INC | $86.43万 | 0.49% | 7,631 | 11 | 0.1% | $1,246 | 加仓 |
| WM | WASTE MGMT INC DEL | $86.18万 | 0.49% | 3,867 | -191 | -4.7% | -$4.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.64万 | 0.46% | 3,175 | -202 | -6.0% | -$5.13万 | 减仓 |
| GOOGL | ALPHABET INC | $77.80万 | 0.44% | 2,177 | -33 | -1.5% | -$1.18万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $76.39万 | 0.43% | 1,086 | -23 | -2.1% | -$1.62万 | 减仓 |
| ASML | ASML HLDG NV | $75.80万 | 0.43% | 381 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $75.34万 | 0.43% | 1,006 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $72.05万 | 0.41% | 1,713 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $60.57万 | 0.34% | 505 | 7 | 1.4% | $8,396 | 加仓 |
| CMI | CUMMINS INC | $59.66万 | 0.34% | 836 | -18 | -2.1% | -$1.28万 | 减仓 |
| ROKU | ROKU INC | $55.40万 | 0.31% | 4,011 | -179 | -4.3% | -$2.47万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.30万 | 0.30% | 4,568 | -51 | -1.1% | -$5,950 | 减仓 |
| COWZ | PACER FDS TR | $52.57万 | 0.30% | 8,452 | 1 | 0.0% | $62 | 加仓 |
| LOW | LOWES COS INC | $49.48万 | 0.28% | 2,244 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $45.22万 | 0.26% | 625 | -12 | -1.9% | -$8,682 | 减仓 |
| PAYX | PAYCHEX INC | $44.38万 | 0.25% | 4,514 | -420 | -8.5% | -$4.13万 | 减仓 |
| DIS | DISNEY WALT CO | $44.09万 | 0.25% | 4,581 | -83 | -1.8% | -$7,989 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.72万 | 0.24% | 1,483 | -31 | -2.0% | -$8,720 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.78万 | 0.23% | 436 | 1 | 0.2% | $935 | 加仓 |
| WFC | WELLS FARGO & CO | $40.70万 | 0.23% | 4,925 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $39.38万 | 0.22% | 2,067 | -77 | -3.6% | -$1.47万 | 减仓 |
| ILMN | ILLUMINA INC | $37.80万 | 0.21% | 2,150 | -99 | -4.4% | -$1.74万 | 减仓 |
| BA | BOEING CO | $35.74万 | 0.20% | 1,651 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $34.82万 | 0.20% | 2,804 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $34.62万 | 0.20% | 5,976 | 291 | 5.1% | $1.69万 | 加仓 |
| HACK | AMPLIFY ETF TR | $34.35万 | 0.19% | 3,274 | -61 | -1.8% | -$6,401 | 减仓 |
| ITOT | ISHARES TR | $34.22万 | 0.19% | 2,083 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $34.02万 | 0.19% | 18,815 | 417 | 2.3% | $7,539 | 加仓 |
| F | FORD MTR CO | $33.51万 | 0.19% | 24,108 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $29.25万 | 0.17% | 3,240 | 5 | 0.2% | $451 | 加仓 |
| — | D. BORAL ARC ACQ I CORP. | $28.68万 | 0.16% | 27,500 | 27,500 | — | $28.68万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $28.10万 | 0.16% | 885 | 885 | — | $28.10万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $27.50万 | 0.16% | 840 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $26.25万 | 0.15% | 1,920 | 1 | 0.1% | $137 | 加仓 |
| IVW | ISHARES TR | $25.99万 | 0.15% | 1,890 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $24.83万 | 0.14% | 1,674 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $24.21万 | 0.14% | 710 | 710 | — | $24.21万 | 新建仓 |
| CRWV | COREWEAVE INC | $23.70万 | 0.13% | 2,381 | 2,381 | — | $23.70万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.99万 | 0.12% | 7,473 | 0 | 0.0% | — | 重新持有 |
| CVX | CHEVRON CORPORATION | $21.09万 | 0.12% | 1,272 | 2 | 0.2% | $332 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $21.03万 | 0.12% | 1,482 | 1,482 | — | $21.03万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.09万 | 0.11% | 2,792 | 2,792 | — | $20.09万 | 新建仓 |
| ABBV | ABBVIE INC | $20.08万 | 0.11% | 798 | 798 | — | $20.08万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $13.46万 | 0.08% | 17,000 | 0 | 0.0% | — | 不变 |
| — | POWERBANK CORP | $1.03万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |