JGP Wealth Management, LLC
BEND OR · SEC CIK 0001748278
$11.15亿2026Q2 申报市值
231持仓数
51.1%前十大占比 · 第一大 14.4%
16 / 10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
IVV 加仓+$1,913.34万
WSM 加仓+$316.50万
DGRO 加仓+$192.70万
AGG 加仓+$186.54万
ITOT 加仓+$151.03万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$1,028.95万
INTU 清仓-$637.58万
JKHY 减仓-$257.72万
BIL 减仓-$217.39万
ABT 减仓-$214.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $61.92万 | 0.06% | 5,423 | -387 | -6.7% | -$4.42万 | 减仓 |
| IJH | ISHARES TR | $62.06万 | 0.06% | 8,049 | 280 | 3.6% | $2.16万 | 加仓 |
| IVW | ISHARES TR | $66.43万 | 0.06% | 4,831 | -5 | -0.1% | -$688 | 减仓 |
| SUSL | ISHARES TR | $66.53万 | 0.06% | 5,011 | 237 | 5.0% | $3.15万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $68.77万 | 0.06% | 7,098 | -2,370 | -25.0% | -$22.96万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $68.87万 | 0.06% | 2,312 | 2,312 | — | $68.87万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $70.04万 | 0.06% | 7,967 | -78 | -1.0% | -$6,857 | 减仓 |
| USMV | ISHARES TR | $70.71万 | 0.06% | 7,330 | -97 | -1.3% | -$9,357 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $70.87万 | 0.06% | 3,720 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.05万 | 0.06% | 6,090 | -2,503 | -29.1% | -$29.20万 | 减仓 |
| BALL | BALL CORP | $71.48万 | 0.06% | 11,455 | -425 | -3.6% | -$2.65万 | 减仓 |
| CPRT | COPART INC | $72.58万 | 0.07% | 25,746 | 2,750 | 12.0% | $7.75万 | 加仓 |
| EMR | EMERSON ELEC CO | $73.12万 | 0.07% | 5,108 | -51 | -1.0% | -$7,301 | 减仓 |
| CSX | CSX CORP | $73.58万 | 0.07% | 15,480 | 12 | 0.1% | $570 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $73.60万 | 0.07% | 1,267 | 81 | 6.8% | $4.71万 | 加仓 |
| IWM | ISHARES TR | $74.03万 | 0.07% | 2,464 | -65 | -2.6% | -$1.95万 | 减仓 |
| IJR | ISHARES TR | $77.06万 | 0.07% | 5,196 | 516 | 11.0% | $7.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $77.24万 | 0.07% | 3,264 | -5 | -0.2% | -$1,183 | 减仓 |
| VLUE | ISHARES TR | $77.25万 | 0.07% | 3,866 | 1,097 | 39.6% | $21.92万 | 加仓 |
| CAT | CATERPILLAR INC | $78.74万 | 0.07% | 739 | 6 | 0.8% | $6,393 | 加仓 |
| QUAL | ISHARES TR | $79.78万 | 0.07% | 3,636 | 896 | 32.7% | $19.66万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $80.57万 | 0.07% | 35,415 | -1,623 | -4.4% | -$3.69万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $81.25万 | 0.07% | 16,038 | 42 | 0.3% | $2,128 | 加仓 |
| IQLT | ISHARES TR | $83.62万 | 0.08% | 16,875 | 5,268 | 45.4% | $26.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.82万 | 0.08% | 20,034 | 4 | 0.0% | $169 | 加仓 |
| MKC | MCCORMICK & CO INC | $85.11万 | 0.08% | 16,881 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $87.03万 | 0.08% | 15,274 | 588 | 4.0% | $3.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $88.01万 | 0.08% | 4,620 | 327 | 7.6% | $6.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $89.68万 | 0.08% | 5,410 | 45 | 0.8% | $7,459 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $92.38万 | 0.08% | 2,323 | 202 | 9.5% | $8.03万 | 加仓 |
| RMD | RESMED INC | $92.89万 | 0.08% | 4,767 | 415 | 9.5% | $8.09万 | 加仓 |
| LRGF | ISHARES TR | $96.15万 | 0.09% | 12,714 | 2,392 | 23.2% | $18.09万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $96.29万 | 0.09% | 2,222 | -1,808 | -44.9% | -$78.35万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $96.62万 | 0.09% | 5,797 | 395 | 7.3% | $6.58万 | 加仓 |
| SBUX | STARBUCKS CORP | $106.50万 | 0.10% | 10,422 | -256 | -2.4% | -$2.62万 | 减仓 |
| ILCG | ISHARES TR | $106.52万 | 0.10% | 9,103 | -421 | -4.4% | -$4.93万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $107.10万 | 0.10% | 3,110 | 7 | 0.2% | $2,411 | 加仓 |
| MTB | M & T BK CORP | $111.53万 | 0.10% | 4,686 | -127 | -2.6% | -$3.02万 | 减仓 |
| EWY | ISHARES INC | $113.79万 | 0.10% | 5,636 | 901 | 19.0% | $18.19万 | 加仓 |
| META | META PLATFORMS INC | $122.09万 | 0.11% | 2,167 | -111 | -4.9% | -$6.25万 | 减仓 |
| ASML | ASML HLDG NV | $122.35万 | 0.11% | 615 | -90 | -12.8% | -$17.90万 | 减仓 |
| USB | US BANCORP | $124.44万 | 0.11% | 20,602 | 978 | 5.0% | $5.91万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $125.06万 | 0.11% | 3,332 | 133 | 4.2% | $4.99万 | 加仓 |
| HUBB | HUBBELL INC | $127.51万 | 0.11% | 2,437 | 114 | 4.9% | $5.96万 | 加仓 |
| STIP | ISHARES TR | $129.89万 | 0.12% | 12,714 | 320 | 2.6% | $3.27万 | 加仓 |
| USIG | ISHARES TR | $131.60万 | 0.12% | 25,658 | 3,723 | 17.0% | $19.09万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $134.42万 | 0.12% | 6,317 | -41 | -0.6% | -$8,724 | 减仓 |
| IGSB | ISHARES TR | $135.72万 | 0.12% | 25,895 | 10,415 | 67.3% | $54.58万 | 加仓 |
| SNA | SNAP ON INC | $135.86万 | 0.12% | 3,376 | 136 | 4.2% | $5.47万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $137.42万 | 0.12% | 10,045 | -468 | -4.5% | -$6.40万 | 减仓 |
| AVGO | BROADCOM INC | $145.38万 | 0.13% | 3,849 | 154 | 4.2% | $5.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $145.69万 | 0.13% | 2,912 | -11 | -0.4% | -$5,503 | 减仓 |
| AMAT | APPLIED MATLS INC | $147.13万 | 0.13% | 2,035 | -753 | -27.0% | -$54.44万 | 减仓 |
| PKG | PACKAGING CORP AMER | $148.77万 | 0.13% | 6,243 | -138 | -2.2% | -$3.29万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $155.82万 | 0.14% | 1,615 | 335 | 26.2% | $32.32万 | 加仓 |
| MRK | MERCK & CO INC | $158.92万 | 0.14% | 12,367 | 3 | 0.0% | $386 | 加仓 |
| QQQ | INVESCO QQQ TR | $160.89万 | 0.14% | 2,185 | -188 | -7.9% | -$13.84万 | 减仓 |
| DOV | DOVER CORP | $161.44万 | 0.14% | 7,198 | -193 | -2.6% | -$4.33万 | 减仓 |
| V | VISA INC | $162.56万 | 0.15% | 4,738 | 90 | 1.9% | $3.09万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $163.93万 | 0.15% | 11,901 | -18,710 | -61.1% | -$257.72万 | 减仓 |
| DCI | DONALDSON INC | $166.56万 | 0.15% | 18,554 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $167.33万 | 0.15% | 17,940 | 2,021 | 12.7% | $18.85万 | 加仓 |
| TSLA | TESLA INC | $170.21万 | 0.15% | 4,047 | 16 | 0.4% | $6,729 | 加仓 |
| SNDK | SANDISK CORP | $181.82万 | 0.16% | 800 | 96 | 13.6% | $21.82万 | 加仓 |
| MCD | MCDONALDS CORP | $184.44万 | 0.17% | 6,823 | -127 | -1.8% | -$3.43万 | 减仓 |
| CSCO | CISCO SYS INC | $187.51万 | 0.17% | 15,964 | -8 | -0.1% | -$940 | 减仓 |
| KO | COCA COLA CO | $193.37万 | 0.17% | 23,794 | -10 | -0.0% | -$813 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $194.73万 | 0.17% | 4,077 | 499 | 13.9% | $23.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $198.62万 | 0.18% | 8,911 | -169 | -1.9% | -$3.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $205.36万 | 0.18% | 4,031 | -12 | -0.3% | -$6,114 | 减仓 |
| DE | DEERE & CO | $205.93万 | 0.18% | 3,246 | 99 | 3.1% | $6.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $206.41万 | 0.19% | 5,578 | -355 | -6.0% | -$13.14万 | 减仓 |
| LLY | ELI LILLY & CO | $208.23万 | 0.19% | 1,736 | 10 | 0.6% | $1.20万 | 加仓 |
| — | EXXON MOBIL CORP | $208.86万 | 0.19% | 15,276 | -41 | -0.3% | -$5,606 | 减仓 |
| ORCL | ORACLE CORP | $216.53万 | 0.19% | 14,775 | -1,435 | -8.9% | -$21.03万 | 减仓 |
| IXUS | ISHARES TR | $226.37万 | 0.20% | 23,718 | 1,028 | 4.5% | $9.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $227.84万 | 0.20% | 1,974 | 254 | 14.8% | $29.32万 | 加仓 |
| FTNT | FORTINET INC | $229.66万 | 0.21% | 14,950 | 264 | 1.8% | $4.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $236.34万 | 0.21% | 7,507 | 10 | 0.1% | $3,148 | 加仓 |
| CMI | CUMMINS INC | $277.93万 | 0.25% | 3,897 | -106 | -2.6% | -$7.56万 | 减仓 |
| SLQD | ISHARES TR | $296.26万 | 0.27% | 58,816 | -1,876 | -3.1% | -$9.45万 | 减仓 |
| GOOG | ALPHABET INC | $298.11万 | 0.27% | 8,437 | 129 | 1.6% | $4.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $314.07万 | 0.28% | 10,537 | -1,334 | -11.2% | -$39.76万 | 减仓 |
| IEFA | ISHARES TR | $342.26万 | 0.31% | 35,438 | 512 | 1.5% | $4.94万 | 加仓 |
| MDT | MEDTRONIC PLC | $365.73万 | 0.33% | 46,750 | 798 | 1.7% | $6.24万 | 加仓 |
| INTC | INTEL CORP | $379.33万 | 0.34% | 27,167 | 2,203 | 8.8% | $30.76万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $384.68万 | 0.35% | 76,069 | -1,435 | -1.9% | -$7.26万 | 减仓 |
| MBB | ISHARES TR | $395.07万 | 0.35% | 41,797 | 4,974 | 13.5% | $47.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $397.46万 | 0.36% | 4,249 | 59 | 1.4% | $5.52万 | 加仓 |
| SHY | ISHARES TR | $401.64万 | 0.36% | 48,915 | 2,668 | 5.8% | $21.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $405.95万 | 0.36% | 5,436 | 14 | 0.3% | $1.05万 | 加仓 |
| IAGG | ISHARES TR | $407.30万 | 0.37% | 80,494 | 991 | 1.2% | $5.01万 | 加仓 |
| PPG | PPG INDS INC | $411.59万 | 0.37% | 33,934 | 10 | 0.0% | $1,213 | 加仓 |
| ABBV | ABBVIE INC | $431.42万 | 0.39% | 17,144 | -282 | -1.6% | -$7.10万 | 减仓 |
| HD | HOME DEPOT INC | $439.48万 | 0.39% | 12,461 | 39 | 0.3% | $1.38万 | 加仓 |
| IEMG | ISHARES INC | $463.20万 | 0.42% | 55,915 | 3,623 | 6.9% | $30.01万 | 加仓 |
| PEP | PEPSICO INC | $485.42万 | 0.44% | 35,851 | -1,279 | -3.4% | -$17.32万 | 减仓 |
| GOOGL | ALPHABET INC | $499.80万 | 0.45% | 13,986 | 205 | 1.5% | $7.33万 | 加仓 |
| LEN | LENNAR CORP | $506.38万 | 0.45% | 55,960 | -4,840 | -8.0% | -$43.80万 | 减仓 |
| NKE | NIKE INC | $523.13万 | 0.47% | 127,437 | -2,767 | -2.1% | -$11.36万 | 减仓 |