Jackson Wealth Management, LLC 13F 持仓 · 2026年Q2
Jackson Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 1.70 亿美元。前几大持仓：SNAXX（31.43%）、SWVXX（5.58%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNAXX | SCHWAB FUNDS VALUE ADV | $53.4M | 31.43% | 53.4M | 增持 |
| 2 | SWVXX | SCHWAB FUNDS VALUE ADV | $9.5M | 5.58% | 9.5M | 减持 |
| 3 | Jp Morgan Enhanced Index | $9.4M | 5.55% | 1.1M | 减持 | |
| 4 | Scudder Vit Equity 500 Index | $8.2M | 4.80% | 126,305 | 减持 | |
| 5 | KLAC | KLA-TENCOR CORP COM | $6.0M | 3.52% | 19,840 | 减持 |
| 6 | AVGO | BROADCOM CORP COM | $5.4M | 3.17% | 14,243 | 减持 |
| 7 | MV076195X | $5.3M | 3.09% | 77,401 | 持平 | |
| 8 | AAPL | APPLE INCORPORATED | $4.5M | 2.63% | 15,419 | 减持 |
| 9 | MSFT | MICROSOFT CORPORATION | $4.2M | 2.50% | 11,376 | 减持 |
| 10 | SPYM | SPDR SERIES TRUST PORTFO | $3.9M | 2.31% | 44,742 | 减持 |
| 11 | LRCX | LAM RESEARCH CORP COM | $3.4M | 1.99% | 7,815 | 减持 |
| 12 | Metlife Stock Index | $2.6M | 1.52% | 40,411 | 减持 | |
| 13 | TSM | TAIWAN SEMICONDUCTOR A | $2.4M | 1.41% | 5,006 | 减持 |
| 14 | VOO | VANGUARD S&P 500 ETF SHS | $2.4M | 1.40% | 3,452 | 减持 |
| 15 | GOOGL | GOOGLE INC CL A | $2.3M | 1.35% | 6,400 | 减持 |
| 16 | Metlife Stock Index | $2.2M | 1.29% | 31,166 | 持平 | |
| 17 | NVDA | NVIDIA CORP COM | $2.0M | 1.18% | 10,021 | 减持 |
| 18 | DGRO | ISHARES TRUST CORE DIV G | $1.9M | 1.11% | 24,927 | 减持 |
| 19 | TA WMC DIV GROWTH | $1.7M | 1.01% | 234,206 | 持平 | |
| 20 | SMH | VANECK VECTORS ETF TRUS | $1.7M | 1.01% | 2,611 | 减持 |
| 21 | GOOG | GOOGLE INC CL C | $1.6M | 0.97% | 4,666 | 减持 |
| 22 | OEF | ISHARES S&P 100 INDEX FUN | $1.6M | 0.97% | 4,497 | 减持 |
| 23 | MA | MASTERCARD INC COM | $1.6M | 0.92% | 3,043 | 减持 |
| 24 | META | META PLATFORMS INC COM | $1.4M | 0.81% | 2,451 | 减持 |
| 25 | JNL/MELLON CAP MGT S&P5 | $1.3M | 0.77% | 21,951 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR