jvl associates llc
WYOMING MI · SEC CIK 0001915765
$3.52亿2026Q2 申报市值
79持仓数
72.5%前十大占比 · 第一大 16.4%
17 / 2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
VOO 加仓+$269.02万
NVDA 加仓+$47.24万
AMD 新建仓+$45.60万
SYK 加仓+$39.04万
UNH 新建仓+$33.83万
2026Q2 卖出最多 按季末市值估算
ITOT 减仓-$103.38万
QQQ 减仓-$69.59万
VTI 减仓-$41.04万
IVV 减仓-$40.44万
IJR 减仓-$29.45万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $5,771.40万 | 16.37% | 351,336 | -6,293 | -1.8% | -$103.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,272.89万 | 14.96% | 142,495 | -1,109 | -0.8% | -$41.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,395.40万 | 6.80% | 34,877 | 3,917 | 12.7% | $269.02万 | 加仓 |
| IJH | ISHARES TR | $2,349.77万 | 6.67% | 304,730 | -2,903 | -0.9% | -$22.39万 | 减仓 |
| IJR | ISHARES TR | $2,081.25万 | 5.90% | 140,331 | -1,986 | -1.4% | -$29.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,895.23万 | 5.38% | 25,736 | -945 | -3.5% | -$69.59万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,714.29万 | 4.86% | 212,771 | 911 | 0.4% | $7.34万 | 加仓 |
| AAPL | APPLE INC | $1,395.96万 | 3.96% | 48,243 | 1,142 | 2.4% | $33.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,384.81万 | 3.93% | 19,689 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1,303.22万 | 3.70% | 17,402 | -540 | -3.0% | -$40.44万 | 减仓 |
| IWV | ISHARES TR | $1,241.98万 | 3.52% | 29,127 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $1,132.21万 | 3.21% | 109,689 | -1,211 | -1.1% | -$12.50万 | 减仓 |
| GOOGL | ALPHABET INC | $530.70万 | 1.51% | 14,850 | -335 | -2.2% | -$11.97万 | 减仓 |
| IWF | ISHARES TR | $452.57万 | 1.28% | 36,448 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $402.67万 | 1.14% | 13,284 | 93 | 0.7% | $2.82万 | 加仓 |
| MBWM | MERCANTILE BK CORP | $385.83万 | 1.09% | 67,194 | 1,686 | 2.6% | $9.68万 | 加仓 |
| GOOG | ALPHABET INC | $364.71万 | 1.03% | 10,322 | -215 | -2.0% | -$7.60万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $361.42万 | 1.03% | 18,970 | 4 | 0.0% | $762 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $346.84万 | 0.98% | 29,574 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $338.42万 | 0.96% | 11,170 | -233 | -2.0% | -$7.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $318.50万 | 0.90% | 15,918 | 2,361 | 17.4% | $47.24万 | 加仓 |
| IWM | ISHARES TR | $282.90万 | 0.80% | 9,416 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $267.26万 | 0.76% | 6,784 | 34 | 0.5% | $1.34万 | 加仓 |
| IWD | ISHARES TR | $247.55万 | 0.70% | 10,211 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $178.16万 | 0.51% | 4,776 | 312 | 7.0% | $11.64万 | 加仓 |
| AMZN | AMAZON COM INC | $154.78万 | 0.44% | 6,494 | 855 | 15.2% | $20.38万 | 加仓 |
| ICF | ISHARES TR | $147.41万 | 0.42% | 21,796 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $118.24万 | 0.34% | 12,319 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.30万 | 0.31% | 1,477 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $97.99万 | 0.28% | 2,594 | 515 | 24.8% | $19.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $93.70万 | 0.27% | 1,296 | -11 | -0.8% | -$7,953 | 减仓 |
| MA | MASTERCARD INCORPORATED | $87.98万 | 0.25% | 1,713 | 215 | 14.4% | $11.04万 | 加仓 |
| GLD | SPDR GOLD TR | $86.35万 | 0.24% | 2,344 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $80.72万 | 0.23% | 2,466 | 38 | 1.6% | $1.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $79.65万 | 0.23% | 690 | 98 | 16.6% | $11.31万 | 加仓 |
| CAT | CATERPILLAR INC | $78.91万 | 0.22% | 741 | 57 | 8.3% | $6.07万 | 加仓 |
| LLY | ELI LILLY & CO | $78.57万 | 0.22% | 655 | 86 | 15.1% | $10.32万 | 加仓 |
| CTAS | CINTAS CORP | $76.09万 | 0.22% | 4,474 | 404 | 9.9% | $6.87万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $72.07万 | 0.20% | 8,367 | 3 | 0.0% | $258 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $70.97万 | 0.20% | 6,625 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $67.26万 | 0.19% | 1,194 | 18 | 1.5% | $1.01万 | 加仓 |
| IJT | ISHARES TR | $64.39万 | 0.18% | 3,605 | 345 | 10.6% | $6.16万 | 加仓 |
| TSLA | TESLA INC | $63.13万 | 0.18% | 1,501 | 151 | 11.2% | $6.35万 | 加仓 |
| SYK | STRYKER CORPORATION | $61.20万 | 0.17% | 1,944 | 1,240 | 176.1% | $39.04万 | 加仓 |
| GNTX | GENTEX CORP | $56.33万 | 0.16% | 22,291 | 18 | 0.1% | $455 | 加仓 |
| HD | HOME DEPOT INC | $51.35万 | 0.15% | 1,456 | 16 | 1.1% | $5,643 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $49.86万 | 0.14% | 4,007 | -53 | -1.3% | -$6,595 | 减仓 |
| VTV | VANGUARD INDEX FDS | $48.24万 | 0.14% | 2,213 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $45.60万 | 0.13% | 785 | 785 | — | $45.60万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.83万 | 0.12% | 836 | -36 | -4.1% | -$1.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.90万 | 0.12% | 5,740 | 676 | 13.3% | $4.82万 | 加仓 |
| — | EXXON MOBIL CORP | $38.13万 | 0.11% | 2,789 | 780 | 38.8% | $10.66万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $36.48万 | 0.10% | 1,090 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.06万 | 0.10% | 1,022 | -28 | -2.7% | -$9,607 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.83万 | 0.10% | 814 | 814 | — | $33.83万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $33.14万 | 0.09% | 1,305 | 72 | 5.8% | $1.83万 | 加仓 |
| INTC | INTEL CORP | $33.13万 | 0.09% | 2,373 | 2,373 | — | $33.13万 | 新建仓 |
| ABBV | ABBVIE INC | $29.70万 | 0.08% | 1,180 | -20 | -1.7% | -$5,033 | 减仓 |
| IWR | ISHARES TR | $29.52万 | 0.08% | 2,676 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $29.06万 | 0.08% | 2,844 | -4 | -0.1% | -$409 | 减仓 |
| EFA | ISHARES TR | $29.02万 | 0.08% | 2,794 | -1 | -0.0% | -$104 | 减仓 |
| LIN | LINDE PLC | $27.50万 | 0.08% | 530 | 530 | — | $27.50万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.92万 | 0.08% | 1,836 | 1,836 | — | $26.92万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.27万 | 0.07% | 1,173 | 273 | 30.3% | $6.11万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $25.82万 | 0.07% | 276 | 276 | — | $25.82万 | 新建仓 |
| FTNT | FORTINET INC | $25.47万 | 0.07% | 1,658 | 1,658 | — | $25.47万 | 新建仓 |
| WMT | WALMART INC | $24.92万 | 0.07% | 2,200 | -36 | -1.6% | -$4,077 | 减仓 |
| GEV | GE VERNOVA INC | $24.91万 | 0.07% | 212 | 212 | — | $24.91万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.37万 | 0.07% | 241 | 241 | — | $24.37万 | 新建仓 |
| KLAC | KLA CORP | $24.14万 | 0.07% | 800 | 800 | — | $24.14万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $23.62万 | 0.07% | 545 | 545 | — | $23.62万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $23.40万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.46万 | 0.06% | 601 | 601 | — | $22.46万 | 新建仓 |
| QUAL | ISHARES TR | $21.82万 | 0.06% | 995 | 995 | — | $21.82万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.42万 | 0.06% | 1,824 | 1,824 | — | $21.42万 | 新建仓 |
| MRK | MERCK & CO INC | $20.68万 | 0.06% | 1,609 | 1,609 | — | $20.68万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $20.44万 | 0.06% | 209 | 209 | — | $20.44万 | 新建仓 |
| SNDK | SANDISK CORP | $20.24万 | 0.06% | 89 | 89 | — | $20.24万 | 新建仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -1,094 | -100.0% | -$20.98万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,127 | -100.0% | -$20.45万 | 清仓 |