Jessup Wealth Management, Inc
DAYTON OH · SEC CIK 0001963536
$2.74亿2026Q1 申报市值
78持仓数
58.4%前十大占比 · 第一大 11.6%
3 / 306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
MSFT 加仓+$805.18万
TMUS 加仓+$765.51万
COST 加仓+$708.85万
CSX 加仓+$559.68万
NVDA 加仓+$178.65万
2026Q1 卖出最多 按季末市值估算
EQH 清仓-$681.74万
KKR 减仓-$654.82万
EL 清仓-$632.56万
LNC 清仓-$587.89万
CME 清仓-$246.05万
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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | Verisk Analytics Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$225 | 清仓 |
| ROKU | Roku Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$217 | 清仓 |
| CNP | CenterPoint Energy Inc | $0 | 0.00% | 0 | -5 | -100.0% | -$200 | 清仓 |
| SPCE | Virgin Galactic Holdings Inc | $0 | 0.00% | 0 | -50 | -100.0% | -$161 | 清仓 |
| CARR | Carrier Global Corp | $0 | 0.00% | 0 | -3 | -100.0% | -$159 | 清仓 |
| KIM | Kimco Realty Corp | $0 | 0.00% | 0 | -7 | -100.0% | -$149 | 清仓 |
| LUV | Southwest Airlines Co | $0 | 0.00% | 0 | -3 | -100.0% | -$133 | 清仓 |
| OTIS | Otis Worldwide Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| — | Canopy Growth Corp | $0 | 0.00% | 0 | -15 | -100.0% | -$17 | 清仓 |
| — | Aurora Cannabis Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$13 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $8.12万 | 0.03% | 300 | 300 | — | $8.12万 | 新建仓 |
| F | FORD MTR CO | $13.48万 | 0.05% | 11,678 | -943 | -7.5% | -$1.09万 | 减仓 |
| SUB | ISHARES TR | $20.06万 | 0.07% | 1,884 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.25万 | 0.08% | 749 | 526 | 235.9% | $14.92万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.31万 | 0.08% | 2,970 | -10 | -0.3% | -$751 | 减仓 |
| ULTA | ULTA BEAUTY INC | $22.69万 | 0.08% | 434 | -38 | -8.1% | -$1.99万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.01万 | 0.08% | 681 | 14 | 2.1% | $4,731 | 加仓 |
| WMT | WALMART INC | $23.55万 | 0.09% | 1,895 | 901 | 90.6% | $11.20万 | 加仓 |
| CAOS | EA SERIES TRUST | $24.15万 | 0.09% | 2,661 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.68万 | 0.09% | 3,246 | -160 | -4.7% | -$1.22万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $25.01万 | 0.09% | 5,801 | -500 | -7.9% | -$2.16万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.62万 | 0.10% | 2,033 | 300 | 17.3% | $3.93万 | 加仓 |
| GOOG | ALPHABET INC | $28.09万 | 0.10% | 979 | -1 | -0.1% | -$287 | 减仓 |
| GLD | SPDR GOLD TR | $29.30万 | 0.11% | 681 | -356 | -34.3% | -$15.32万 | 减仓 |
| MCD | MCDONALDS CORP | $32.58万 | 0.12% | 1,048 | -26 | -2.4% | -$8,083 | 减仓 |
| SGOV | ISHARES TR | $34.63万 | 0.13% | 3,440 | -148 | -4.1% | -$1.49万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.12万 | 0.13% | 714 | 59 | 9.0% | $2.90万 | 加仓 |
| SNA | SNAP ON INC | $35.34万 | 0.13% | 973 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $37.54万 | 0.14% | 55,363 | -6,433 | -10.4% | -$4.36万 | 减仓 |
| IGV | ISHARES TR | $38.31万 | 0.14% | 4,786 | 4,786 | — | $38.31万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.34万 | 0.14% | 2,621 | 87 | 3.4% | $1.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $38.35万 | 0.14% | 2,392 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $41.86万 | 0.15% | 12,324 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $43.37万 | 0.16% | 2,556 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $43.62万 | 0.16% | 10,131 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $45.97万 | 0.17% | 10,761 | -55 | -0.5% | -$2,350 | 减仓 |
| CAT | CATERPILLAR INC | $48.58万 | 0.18% | 686 | -8 | -1.2% | -$5,665 | 减仓 |
| GNRC | GENERAC HLDGS INC | $48.87万 | 0.18% | 2,502 | 2,502 | — | $48.87万 | 新建仓 |
| ARKF | ARK ETF TR | $50.46万 | 0.18% | 13,276 | 2,665 | 25.1% | $10.13万 | 加仓 |
| SHV | ISHARES TR | $57.66万 | 0.21% | 5,223 | 330 | 6.7% | $3.64万 | 加仓 |
| SNDK | SANDISK CORP | $58.26万 | 0.21% | 917 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.88万 | 0.21% | 3,068 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $62.50万 | 0.23% | 3,140 | 334 | 11.9% | $6.65万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $63.53万 | 0.23% | 13,821 | -1,764 | -11.3% | -$8.11万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $63.74万 | 0.23% | 6,479 | 1,079 | 20.0% | $10.62万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $64.50万 | 0.24% | 1,972 | -128 | -6.1% | -$4.19万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $72.92万 | 0.27% | 2,275 | -48 | -2.1% | -$1.54万 | 减仓 |
| PYLD | PIMCO ETF TR | $73.54万 | 0.27% | 28,067 | 971 | 3.6% | $2.54万 | 加仓 |
| KKR | KKR & CO INC | $78.69万 | 0.29% | 8,507 | -70,795 | -89.3% | -$654.82万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $80.47万 | 0.29% | 19,693 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $81.85万 | 0.30% | 890 | -364 | -29.0% | -$33.48万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $82.99万 | 0.30% | 31,926 | 1,728 | 5.7% | $4.49万 | 加仓 |
| AMAT | APPLIED MATLS INC | $85.02万 | 0.31% | 2,487 | -119 | -4.6% | -$4.07万 | 减仓 |
| BOXX | EA SERIES TRUST | $89.25万 | 0.33% | 7,675 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $99.27万 | 0.36% | 22,248 | 3,774 | 20.4% | $16.84万 | 加仓 |
| XBI | SPDR SERIES TRUST | $110.06万 | 0.40% | 8,617 | -18 | -0.2% | -$2,299 | 减仓 |
| V | VISA INC | $121.69万 | 0.44% | 4,026 | -502 | -11.1% | -$15.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $125.40万 | 0.46% | 2,099 | -2 | -0.1% | -$1,195 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.04万 | 0.50% | 2,123 | 2 | 0.1% | $1,300 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.80万 | 0.52% | 2,980 | 4 | 0.1% | $1,917 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $163.05万 | 0.60% | 1,927 | -212 | -9.9% | -$17.94万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $167.17万 | 0.61% | 36,238 | 388 | 1.1% | $1.79万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $174.36万 | 0.64% | 4,466 | 7 | 0.2% | $2,733 | 加仓 |
| CINF | CINCINNATI FINL CORP | $181.06万 | 0.66% | 11,507 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $185.51万 | 0.68% | 7,589 | 15 | 0.2% | $3,667 | 加仓 |
| NUE | NUCOR CORP | $187.24万 | 0.68% | 11,072 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $246.22万 | 0.90% | 9,928 | -1,000 | -9.2% | -$24.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $439.03万 | 1.60% | 30,395 | -310 | -1.0% | -$4.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $513.91万 | 1.88% | 17,470 | -47 | -0.3% | -$1.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $538.58万 | 1.97% | 40,525 | 1,172 | 3.0% | $15.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $552.00万 | 2.01% | 16,339 | -1,197 | -6.8% | -$40.44万 | 减仓 |
| CSX | CSX CORP | $569.54万 | 2.08% | 138,742 | 136,340 | 5,676.1% | $559.68万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $620.97万 | 2.27% | 134,934 | 697 | 0.5% | $3.21万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $752.08万 | 2.74% | 27,794 | 994 | 3.7% | $26.90万 | 加仓 |
| MRK | MERCK & CO INC | $757.15万 | 2.76% | 62,944 | 1,082 | 1.7% | $13.02万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $791.24万 | 2.89% | 63,067 | -12,040 | -16.0% | -$151.05万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $864.47万 | 3.16% | 42,005 | 418 | 1.0% | $8.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $960.92万 | 3.51% | 47,236 | 3,847 | 8.9% | $78.26万 | 加仓 |
| TSLA | TESLA INC | $973.30万 | 3.55% | 26,182 | 581 | 2.3% | $21.60万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,074.94万 | 3.92% | 51,181 | 36,448 | 247.4% | $765.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,093.47万 | 3.99% | 10,974 | 7,114 | 184.3% | $708.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,112.20万 | 4.06% | 30,046 | 21,752 | 262.3% | $805.18万 | 加仓 |
| IEF | ISHARES TR | $1,118.57万 | 4.08% | 117,202 | 2,693 | 2.4% | $25.70万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,290.14万 | 4.71% | 134,783 | 1,850 | 1.4% | $17.71万 | 加仓 |
| GOOGL | ALPHABET INC | $1,525.26万 | 5.57% | 53,042 | -309 | -0.6% | -$8.89万 | 减仓 |
| AAPL | APPLE INC | $2,251.25万 | 8.22% | 88,705 | -6,371 | -6.7% | -$161.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,371.29万 | 8.65% | 135,969 | 10,244 | 8.1% | $178.65万 | 加仓 |
| AMZN | AMAZON COM INC | $3,188.08万 | 11.64% | 153,074 | 1,606 | 1.1% | $33.45万 | 加仓 |