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Jacksonville Wealth Management, LLC 13F 持仓 · 2026年Q2

Jacksonville Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 76 只证券,申报市值合计 1.77 亿美元。前几大持仓:SPY(12.77%)、QQQ(9.97%)、RSP(8.70%)。本季前 25 大持仓中:增持 11 只、减持 13 只。

排名代码公司市值占组合股数变动
1SPYSTATE STR SPDR S&P 500 ETF T$22.6M12.77%30,225增持
2QQQINVESCO QQQ TR$17.6M9.97%23,936增持
3RSPINVESCO EXCHANGE TRADED FD T$15.4M8.70%72,250增持
4DIASTATE STR SPDR DOW JONES IND$14.3M8.11%27,441增持
5NVDANVIDIA CORPORATION$12.4M6.99%61,785减持
6IWMISHARES TR$8.1M4.59%27,015增持
7SPMDSPDR SERIES TRUST$6.7M3.77%98,537增持
8DSCODOUBLELINE ETF TRUST$5.6M3.14%222,896减持
9AAPLAPPLE INC$4.7M2.67%16,321减持
10SPYVSPDR SERIES TRUST$4.5M2.54%73,834增持
11MOATVANECK ETF TRUST$4.1M2.29%39,012增持
12EEMISHARES TR$3.8M2.17%56,130增持
13DEDEERE & CO$3.7M2.09%5,826减持
14EFGISHARES TR$3.5M2.01%28,492增持
15AMZNAMAZON COM INC$3.0M1.67%12,399减持
16AMDADVANCED MICRO DEVICES INC$2.8M1.61%4,886减持
17AXONAXON ENTERPRISE INC$2.5M1.42%4,472增持
18SPTMSPDR SERIES TRUST$2.3M1.32%25,730减持
19CRWDCROWDSTRIKE HLDGS INC$2.2M1.27%2,940减持
20CATCATERPILLAR INC$2.2M1.22%2,019持平
21HDHOME DEPOT INC$2.2M1.22%6,124减持
22MPWRMONOLITHIC PWR SYS INC$2.1M1.19%1,524减持
23MSFTMICROSOFT CORP$1.9M1.05%4,997减持
24FTNTFORTINET INC$1.6M0.89%10,287减持
25NFLXNETFLIX INC.$1.5M0.85%21,078减持

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