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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $27.19万 | 0.02% | 1,943 | 9 | 0.5% | $1,259 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.32万 | 0.02% | 3,694 | 490 | 15.3% | $3.49万 | 加仓 |
| LIN | LINDE PLC | $26.00万 | 0.02% | 501 | -20 | -3.8% | -$1.04万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $25.85万 | 0.02% | 4,992 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $25.66万 | 0.02% | 1,694 | 91 | 5.7% | $1.38万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $25.62万 | 0.02% | 7,770 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $25.16万 | 0.02% | 10,450 | 7 | 0.1% | $169 | 加仓 |
| IMTB | ISHARES TR | $25.10万 | 0.02% | 5,756 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $24.99万 | 0.02% | 757 | -6 | -0.8% | -$1,981 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.73万 | 0.02% | 595 | 595 | — | $24.73万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $24.15万 | 0.02% | 2,635 | -23,722 | -90.0% | -$217.39万 | 减仓 |
| XYZ | BLOCK INC | $24.14万 | 0.02% | 3,176 | 3,176 | — | $24.14万 | 新建仓 |
| EWL | ISHARES INC | $23.34万 | 0.02% | 3,713 | 3,713 | — | $23.34万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $23.30万 | 0.02% | 2,604 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $22.91万 | 0.02% | 2,087 | 36 | 1.8% | $3,952 | 重新持有 |
| ALL | ALLSTATE CORP | $22.72万 | 0.02% | 955 | 955 | — | $22.72万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $22.43万 | 0.02% | 1,029 | 1,029 | — | $22.43万 | 新建仓 |
| DGRW | WISDOMTREE TR | $22.04万 | 0.02% | 2,305 | 2,305 | — | $22.04万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $21.88万 | 0.02% | 3,239 | 3,239 | — | $21.88万 | 新建仓 |
| UBS | UBS GROUP AG | $21.69万 | 0.02% | 4,376 | 4,376 | — | $21.69万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $21.56万 | 0.02% | 2,937 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $21.50万 | 0.02% | 2,611 | 2,611 | — | $21.50万 | 新建仓 |
| CLS | CELESTICA INC | $21.38万 | 0.02% | 586 | 586 | — | $21.38万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $20.98万 | 0.02% | 43,345 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $20.65万 | 0.02% | 2,778 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $20.64万 | 0.02% | 3,960 | 3,960 | — | $20.64万 | 新建仓 |
| EFV | ISHARES TR | $20.49万 | 0.02% | 2,677 | -47 | -1.7% | -$3,598 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.20万 | 0.02% | 3,385 | 3,385 | — | $20.20万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $20.02万 | 0.02% | 1,940 | 1,940 | — | $20.02万 | 新建仓 |
| F | FORD MTR CO | $19.78万 | 0.02% | 14,230 | -333 | -2.3% | -$4,629 | 减仓 |
| NOK | NOKIA CORP | $18.75万 | 0.02% | 14,118 | -171 | -1.2% | -$2,271 | 减仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -14,746 | -100.0% | -$637.58万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -4,105 | -100.0% | -$81.39万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,292 | -100.0% | -$28.02万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,316 | -100.0% | -$23.99万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -918 | -100.0% | -$22.31万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,688 | -100.0% | -$22.28万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -449 | -100.0% | -$21.77万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -1,701 | -100.0% | -$20.62万 | 清仓 |
| — | FLUX PWR HLDGS INC | $0 | 0.00% | 0 | -39,000 | -100.0% | -$4.17万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -10,165 | -100.0% | -$2.15万 | 清仓 |