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Jackson Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Jackson Wealth Management, LLC

No.2883 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.47亿
环比变动 Q1 2026
-$2,484.3万-2.6%
持仓股票数
145
新买入
0
加仓
0
减仓
3
清仓
0
持股不变
142
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
UUNITED STATES TREAS BILLS
10.66%10.38%$1.01亿1.02亿股$1.01亿1.02亿股00.00%持仓不变
苹果AAPL
5.45%5.31%$5,159.1万20.3万股$5,159.1万20.3万股00.00%持仓不变
微软MSFT
5.31%5.17%$5,030.0万13.6万股$5,030.0万13.6万股00.00%持仓不变
博通AVGO
5.31%5.17%$5,028.3万16.2万股$5,028.3万16.2万股00.00%持仓不变
SSCHWAB PRIME ADVANTAGE MONEY INVESTORSWVXX
5.18%5.04%$4,903.1万4,903.1万股$4,903.1万4,903.1万股00.00%持仓不变
泛林集团LRCX
4.7%2.26%$4,448.3万10.3万股$2,195.0万10.3万股00.00%持仓不变
S道富SPYM
4.35%4.24%$4,123.2万53.9万股$4,123.2万53.9万股00.00%持仓不变
V先锋领航指数基金VOO
4.07%3.97%$3,855.9万6.5万股$3,855.9万6.5万股00.00%持仓不变
SSCHWAB MUNICIPAL MONEY ULTRASWOXX
2.61%2.54%$2,471.5万2,471.5万股$2,471.5万2,471.5万股00.00%持仓不变
IiShares安硕信托IVV
2.45%2.38%$2,316.7万3.5万股$2,316.7万3.5万股00.00%持仓不变
VanEck ETF信托SMH
2.03%1.98%$1,923.5万5.0万股$1,923.5万5.0万股00.00%持仓不变
IiShares安硕·S&P 100 ETFIWO
1.97%1.92%$1,867.9万5.9万股$1,867.9万5.9万股00.00%持仓不变
I景顺·NASDAQ 100 ETFQQQM
1.9%1.85%$1,801.9万7.6万股$1,801.9万7.6万股00.00%持仓不变
台积电TSM
1.81%1.77%$1,717.6万5.1万股$1,717.6万5.1万股00.00%持仓不变
谷歌AGOOGL
1.79%1.74%$1,692.4万5.9万股$1,692.4万5.9万股00.00%持仓不变
IiShares安硕信托DGRO
1.71%1.67%$1,621.2万23.1万股$1,621.2万23.1万股00.00%持仓不变
万事达MA
1.67%1.62%$1,578.8万3.2万股$1,578.8万3.2万股00.00%持仓不变
好市多COST
1.51%1.47%$1,427.3万1.4万股$1,427.3万1.4万股00.00%持仓不变
英伟达NVDA
1.34%1.31%$1,273.3万7.3万股$1,273.3万7.3万股00.00%持仓不变
Meta平台META
1.34%1.31%$1,273.3万2.2万股$1,273.3万2.2万股00.00%持仓不变
I景顺QQQ信托VOO
1.33%1.3%$1,260.6万2.2万股$1,260.6万2.2万股00.00%持仓不变
AAlphabet Inc Class CGOOG
1.28%1.25%$1,215.0万4.2万股$1,215.0万4.2万股00.00%持仓不变
EEVERCOREEVR
1.25%1.22%$1,182.3万4.0万股$1,182.3万4.0万股00.00%持仓不变
I景顺·S&PSPHQ
1.17%1.14%$1,109.8万14.8万股$1,109.8万14.8万股00.00%持仓不变
艾伯维ABBV
1.05%1.02%$994.3万4.6万股$994.3万4.6万股00.00%持仓不变
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.04%1.01%$981.3万5.4万股$981.3万5.4万股00.00%持仓不变
伊顿ETN
1.02%0.99%$963.1万2.7万股$963.1万2.7万股00.00%持仓不变
TTAJPMGNENINDX
0.96%0.93%$905.9万113.9万股$905.9万113.9万股00.00%持仓不变
CencoraCOR
0.95%0.93%$899.8万2.9万股$899.8万2.9万股00.00%持仓不变
甲骨文ORCL
0.88%0.86%$837.3万5.7万股$837.3万5.7万股00.00%持仓不变
黑石集团BX
0.84%0.82%$798.9万6.9万股$798.9万6.9万股00.00%持仓不变
I景顺交易所交易基金信托XLG
0.84%0.82%$797.7万14.6万股$797.7万14.6万股00.00%持仓不变
DDWS EQUITY 500 INDEX VIP
0.8%0.78%$761.1万13.5万股$761.1万13.5万股00.00%持仓不变
SSPDR道富系列信托SPYG
0.71%0.69%$669.9万6.8万股$669.9万6.8万股00.00%持仓不变
科磊KLAC
0.68%3.24%$646.5万2.1万股$3,152.0万2.1万股00.00%持仓不变
UNITED RENTALSURI
0.67%0.65%$631.8万8,671股$631.8万8,671股00.00%持仓不变
洛克希德马丁LMT
0.66%0.64%$622.0万1.0万股$622.0万1.0万股00.00%持仓不变
亚马逊AMZN
0.65%0.63%$612.1万2.9万股$612.1万2.9万股00.00%持仓不变
威廉姆斯WMB
0.64%0.63%$610.5万8.4万股$610.5万8.4万股00.00%持仓不变
GALLAGHER ARTHUR J & COMAJG
0.61%0.59%$573.1万2.6万股$573.1万2.6万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.56%0.55%$531.0万8,164股$531.0万8,164股00.00%持仓不变
SSPDR行业精选信托XLE
0.55%0.54%$521.2万8.5万股$521.2万8.5万股00.00%持仓不变
Ares管理ARES
0.51%0.5%$483.0万4.4万股$483.0万4.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.5%0.49%$475.2万9,917股$475.2万9,917股00.00%持仓不变
MMetLife Stock Index Portfolio
0.48%0.47%$458.7万7.7万股$458.7万7.7万股00.00%持仓不变
PALO ALTOPANW
0.48%0.22%$456.8万1.3万股$214.7万1.3万股00.00%持仓不变
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.47%0.46%$444.6万1.9万股$444.6万1.9万股00.00%持仓不变
HSBC SPON ADR NEWHSBC
0.46%0.45%$436.3万5.3万股$436.3万5.3万股00.00%持仓不变
VisaV
0.46%0.44%$432.2万1.4万股$432.2万1.4万股00.00%持仓不变
派克汉尼汾PH
0.44%0.43%$413.8万4,623股$413.8万4,623股00.00%持仓不变

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