JGP Wealth Management, LLC
BEND OR · SEC CIK 0001748278
$9.61亿2026Q1 申报市值
223持仓数
46.2%前十大占比 · 第一大 12.8%
7 / 19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
IVV 加仓+$1,973.22万
DGRO 加仓+$1,580.43万
IDEV 加仓+$636.71万
TPL 加仓+$390.23万
MSFT 加仓+$186.38万
2026Q1 卖出最多 按季末市值估算
CHD 减仓-$481.33万
KLAC 减仓-$303.31万
DGX 减仓-$274.27万
APD 减仓-$266.15万
PNC 减仓-$252.62万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $51.93万 | 0.05% | 733 | 2 | 0.3% | $1,417 | 加仓 |
| IJH | ISHARES TR | $52.46万 | 0.05% | 7,769 | -303 | -3.8% | -$2.05万 | 减仓 |
| QUAL | ISHARES TR | $52.56万 | 0.05% | 2,740 | 101 | 3.8% | $1.94万 | 加仓 |
| IQLT | ISHARES TR | $53.66万 | 0.06% | 11,607 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $54.23万 | 0.06% | 4,774 | -47 | -1.0% | -$5,339 | 减仓 |
| IVW | ISHARES TR | $54.69万 | 0.06% | 4,836 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $58.09万 | 0.06% | 1,720 | 482 | 38.9% | $16.28万 | 加仓 |
| IJR | ISHARES TR | $58.18万 | 0.06% | 4,680 | -10 | -0.2% | -$1,243 | 减仓 |
| EWY | ISHARES INC | $58.25万 | 0.06% | 4,735 | 485 | 11.4% | $5.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $58.69万 | 0.06% | 982 | 153 | 18.5% | $9.14万 | 加仓 |
| MGK | VANGUARD WORLD FD | $59.14万 | 0.06% | 1,609 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $60.05万 | 0.06% | 10,688 | 1,301 | 13.9% | $7.31万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $60.13万 | 0.06% | 881 | 18 | 2.1% | $1.23万 | 加仓 |
| IWM | ISHARES TR | $62.72万 | 0.07% | 2,529 | -43 | -1.7% | -$1.07万 | 减仓 |
| CSX | CSX CORP | $63.50万 | 0.07% | 15,468 | -22 | -0.1% | -$903 | 减仓 |
| GLD | SPDR GOLD TR | $64.16万 | 0.07% | 1,491 | 233 | 18.5% | $10.03万 | 加仓 |
| FDX | FEDEX CORP | $64.33万 | 0.07% | 1,806 | -12 | -0.7% | -$4,274 | 减仓 |
| EMR | EMERSON ELEC CO | $67.59万 | 0.07% | 5,159 | -31 | -0.6% | -$4,062 | 减仓 |
| LRGF | ISHARES TR | $68.12万 | 0.07% | 10,322 | 59 | 0.6% | $3,894 | 加仓 |
| USMV | ISHARES TR | $68.88万 | 0.07% | 7,427 | -23 | -0.3% | -$2,133 | 减仓 |
| SHOP | SHOPIFY INC | $68.92万 | 0.07% | 5,810 | -322 | -5.3% | -$3.82万 | 减仓 |
| BALL | BALL CORP | $70.22万 | 0.07% | 11,880 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.31万 | 0.07% | 3,269 | 35 | 1.1% | $7,528 | 加仓 |
| BAC | BANK AMERICA CORP | $71.60万 | 0.07% | 14,686 | -2,045 | -12.2% | -$9.97万 | 减仓 |
| CPRT | COPART INC | $76.35万 | 0.08% | 22,996 | 151 | 0.7% | $5,013 | 加仓 |
| NEAR | ISHARES U S ETF TR | $81.32万 | 0.08% | 15,996 | 5,533 | 52.9% | $28.13万 | 加仓 |
| IGSB | ISHARES TR | $81.36万 | 0.08% | 15,480 | -4,524 | -22.6% | -$23.78万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $81.39万 | 0.08% | 4,105 | 296 | 7.8% | $5.87万 | 加仓 |
| DHR | DANAHER CORP DEL | $81.40万 | 0.08% | 4,293 | 586 | 15.8% | $11.11万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $84.45万 | 0.09% | 37,038 | -2,640 | -6.7% | -$6.02万 | 减仓 |
| MKC | MCCORMICK & CO INC | $85.15万 | 0.09% | 16,881 | 29 | 0.2% | $1,463 | 加仓 |
| LRCX | LAM RESEARCH CORP | $86.11万 | 0.09% | 4,030 | -48 | -1.2% | -$1.03万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $88.36万 | 0.09% | 9,468 | -51,577 | -84.5% | -$481.33万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $88.89万 | 0.09% | 3,199 | 54 | 1.7% | $1.50万 | 加仓 |
| NFLX | NETFLIX INC. | $90.57万 | 0.09% | 9,420 | -765 | -7.5% | -$7.36万 | 减仓 |
| ILCG | ISHARES TR | $90.94万 | 0.09% | 9,524 | -4,188 | -30.5% | -$39.99万 | 减仓 |
| ASML | ASML HLDG NV | $93.12万 | 0.10% | 705 | 2 | 0.3% | $2,642 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $93.70万 | 0.10% | 5,402 | -146 | -2.6% | -$2.53万 | 减仓 |
| AMAT | APPLIED MATLS INC | $95.29万 | 0.10% | 2,788 | -18 | -0.6% | -$6,152 | 减仓 |
| SBUX | STARBUCKS CORP | $95.66万 | 0.10% | 10,678 | -177 | -1.6% | -$1.59万 | 减仓 |
| RMD | RESMED INC | $97.70万 | 0.10% | 4,352 | -143 | -3.2% | -$3.21万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.78万 | 0.10% | 2,121 | -33 | -1.5% | -$1.52万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $99.46万 | 0.10% | 3,103 | 218 | 7.6% | $6.99万 | 加仓 |
| MTB | M & T BK CORP | $99.49万 | 0.10% | 4,813 | -9 | -0.2% | -$1,860 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $100.55万 | 0.10% | 20,030 | -1,318 | -6.2% | -$6.62万 | 减仓 |
| USB | US BANCORP | $102.07万 | 0.11% | 19,624 | -172 | -0.9% | -$8,946 | 减仓 |
| INTC | INTEL CORP | $110.17万 | 0.11% | 24,964 | -185 | -0.7% | -$8,164 | 减仓 |
| CVX | CHEVRON CORPORATION | $111.01万 | 0.12% | 5,365 | -4,196 | -43.9% | -$86.82万 | 减仓 |
| USIG | ISHARES TR | $112.37万 | 0.12% | 21,935 | -4,690 | -17.6% | -$24.03万 | 减仓 |
| HUBB | HUBBELL INC | $114.00万 | 0.12% | 2,323 | -125 | -5.1% | -$6.13万 | 减仓 |
| AVGO | BROADCOM INC | $114.37万 | 0.12% | 3,695 | 34 | 0.9% | $1.05万 | 加仓 |
| SNA | SNAP ON INC | $117.69万 | 0.12% | 3,240 | -143 | -4.2% | -$5.19万 | 减仓 |
| FTNT | FORTINET INC | $120.01万 | 0.12% | 14,686 | -116 | -0.8% | -$9,480 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $120.92万 | 0.13% | 3,578 | -122 | -3.3% | -$4.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $122.02万 | 0.13% | 6,358 | -76 | -1.2% | -$1.46万 | 减仓 |
| CSCO | CISCO SYS INC | $123.93万 | 0.13% | 15,972 | -945 | -5.6% | -$7.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $125.70万 | 0.13% | 8,593 | -521 | -5.7% | -$7.62万 | 减仓 |
| STIP | ISHARES TR | $128.19万 | 0.13% | 12,394 | -556 | -4.3% | -$5.75万 | 减仓 |
| META | META PLATFORMS INC | $130.35万 | 0.14% | 2,278 | -66 | -2.8% | -$3.78万 | 减仓 |
| EWJ | ISHARES INC | $134.42万 | 0.14% | 15,919 | 647 | 4.2% | $5.46万 | 加仓 |
| PKG | PACKAGING CORP AMER | $135.41万 | 0.14% | 6,381 | -16 | -0.3% | -$3,395 | 减仓 |
| QQQ | INVESCO QQQ TR | $136.94万 | 0.14% | 2,373 | 157 | 7.1% | $9.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $137.80万 | 0.14% | 10,513 | -898 | -7.9% | -$11.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.05万 | 0.15% | 2,923 | -35 | -1.2% | -$1.68万 | 减仓 |
| V | VISA INC | $140.48万 | 0.15% | 4,648 | -136 | -2.8% | -$4.11万 | 减仓 |
| MRK | MERCK & CO INC | $148.73万 | 0.15% | 12,364 | -676 | -5.2% | -$8.13万 | 减仓 |
| TSLA | TESLA INC | $149.86万 | 0.16% | 4,031 | 41 | 1.0% | $1.52万 | 加仓 |
| DOV | DOVER CORP | $154.06万 | 0.16% | 7,391 | -29 | -0.4% | -$6,045 | 减仓 |
| DCI | DONALDSON INC | $157.47万 | 0.16% | 18,554 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $158.77万 | 0.17% | 1,726 | -4 | -0.2% | -$3,680 | 减仓 |
| DE | DEERE & CO | $177.29万 | 0.18% | 3,147 | -148 | -4.5% | -$8.34万 | 减仓 |
| KO | COCA COLA CO | $181.03万 | 0.19% | 23,804 | -248 | -1.0% | -$1.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $190.34万 | 0.20% | 5,933 | 592 | 11.1% | $18.99万 | 加仓 |
| IXUS | ISHARES TR | $196.59万 | 0.20% | 22,690 | -4,358 | -16.1% | -$37.76万 | 减仓 |
| WM | WASTE MGMT INC DEL | $208.64万 | 0.22% | 9,080 | 161 | 1.8% | $3.70万 | 加仓 |
| CMI | CUMMINS INC | $215.37万 | 0.22% | 4,003 | -221 | -5.2% | -$11.89万 | 减仓 |
| MCD | MCDONALDS CORP | $215.98万 | 0.22% | 6,950 | -115 | -1.6% | -$3.57万 | 减仓 |
| TXN | TEXAS INSTRS INC | $230.46万 | 0.24% | 11,871 | 1,872 | 18.7% | $36.34万 | 加仓 |
| GOOG | ALPHABET INC | $238.32万 | 0.25% | 8,308 | -18 | -0.2% | -$5,163 | 减仓 |
| ORCL | ORACLE CORP | $238.46万 | 0.25% | 16,210 | -1,566 | -8.8% | -$23.04万 | 减仓 |
| BIL | SPDR SERIES TRUST | $241.53万 | 0.25% | 26,357 | -25,821 | -49.5% | -$236.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $244.37万 | 0.25% | 4,043 | -58 | -1.4% | -$3.51万 | 减仓 |
| SYK | STRYKER CORPORATION | $246.34万 | 0.26% | 7,497 | -2,614 | -25.9% | -$85.89万 | 减仓 |
| — | EXXON MOBIL CORP | $259.87万 | 0.27% | 15,317 | -2,008 | -11.6% | -$34.07万 | 减仓 |
| SLQD | ISHARES TR | $306.44万 | 0.32% | 60,692 | 4,621 | 8.2% | $23.33万 | 加仓 |
| IEFA | ISHARES TR | $316.18万 | 0.33% | 34,926 | 2,486 | 7.7% | $22.51万 | 加仓 |
| MBB | ISHARES TR | $349.64万 | 0.36% | 36,823 | -1,473 | -3.8% | -$13.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $352.60万 | 0.37% | 5,422 | -14 | -0.3% | -$9,104 | 减仓 |
| PPG | PPG INDS INC | $362.58万 | 0.38% | 33,924 | 13 | 0.0% | $1,389 | 加仓 |
| IEMG | ISHARES INC | $364.74万 | 0.38% | 52,292 | -120 | -0.2% | -$8,370 | 减仓 |
| ABBV | ABBVIE INC | $379.01万 | 0.39% | 17,426 | 459 | 2.7% | $9.98万 | 加仓 |
| SHY | ISHARES TR | $381.86万 | 0.40% | 46,247 | -792 | -1.7% | -$6.54万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $392.25万 | 0.41% | 77,504 | -11,475 | -12.9% | -$58.08万 | 减仓 |
| GOOGL | ALPHABET INC | $396.27万 | 0.41% | 13,781 | -1,657 | -10.7% | -$47.65万 | 减仓 |
| IAGG | ISHARES TR | $397.83万 | 0.41% | 79,503 | 2,583 | 3.4% | $12.93万 | 加仓 |
| MDT | MEDTRONIC PLC | $398.18万 | 0.41% | 45,952 | -28,556 | -38.3% | -$247.44万 | 减仓 |
| HD | HOME DEPOT INC | $408.56万 | 0.42% | 12,422 | -195 | -1.5% | -$6.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $417.46万 | 0.43% | 4,190 | -241 | -5.4% | -$24.01万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $461.52万 | 0.48% | 19,423 | 6,250 | 47.4% | $148.51万 | 加仓 |
| AMZN | AMAZON COM INC | $475.31万 | 0.49% | 22,822 | -1,064 | -4.5% | -$22.16万 | 减仓 |