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 |
|---|---|---|---|---|---|---|---|---|
| FTEC | Fidelity MSCI Information Technology Index ETF | $0 | 0.00% | 0 | -635 | -100.0% | -$14.27万 | 清仓 |
| WMB | Williams Companies Inc | $0 | 0.00% | 0 | -2,363 | -100.0% | -$14.20万 | 清仓 |
| RTX | Rtx Corp | $0 | 0.00% | 0 | -755 | -100.0% | -$13.84万 | 清仓 |
| ORCL | Oracle Corp | $0 | 0.00% | 0 | -707 | -100.0% | -$13.78万 | 清仓 |
| SXI | Standex International Corp | $0 | 0.00% | 0 | -625 | -100.0% | -$13.58万 | 清仓 |
| INDA | iShares MSCI India ETF | $0 | 0.00% | 0 | -2,490 | -100.0% | -$13.46万 | 清仓 |
| BIIB | Biogen Inc | $0 | 0.00% | 0 | -727 | -100.0% | -$12.79万 | 清仓 |
| NVO | Novo Nordisk As | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XAR | State Street SPDR S&P Aerospace & Defense ETF | $0 | 0.00% | 0 | -505 | -100.0% | -$12.18万 | 清仓 |
| VWO | Vanguard FTSE Emerging Markets Index Fund ETF Shares | $0 | 0.00% | 0 | -2,209 | -100.0% | -$11.88万 | 清仓 |
| MS | Morgan Stanley | $0 | 0.00% | 0 | -669 | -100.0% | -$11.88万 | 清仓 |
| — | Calamos ETF Trust S&P 500 Structured Alt Prtction ETF Dec | $0 | 0.00% | 0 | -4,456 | -100.0% | -$11.60万 | 清仓 |
| JCI | Johnson Controls International PLC | $0 | 0.00% | 0 | -911 | -100.0% | -$10.90万 | 清仓 |
| RKT | Rocket Companies Inc Cl A | $0 | 0.00% | 0 | -5,531 | -100.0% | -$10.71万 | 清仓 |
| VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | $0 | 0.00% | 0 | -460 | -100.0% | -$10.10万 | 清仓 |
| UDEC | Innovator S&P 500 Ultra Buffer ETF Dec | $0 | 0.00% | 0 | -2,479 | -100.0% | -$9.83万 | 清仓 |
| CHD | Church & Dwight Co Inc | $0 | 0.00% | 0 | -1,145 | -100.0% | -$9.60万 | 清仓 |
| META | Meta Platforms Inc Class A | $0 | 0.00% | 0 | -144 | -100.0% | -$9.51万 | 清仓 |
| — | Dimensional U.S. Core Equity 2 ETF | $0 | 0.00% | 0 | -2,289 | -100.0% | -$9.06万 | 清仓 |
| VO | Vanguard Mid-Cap Index Fund ETF Shares | $0 | 0.00% | 0 | -311 | -100.0% | -$9.03万 | 清仓 |
| GRAL | Grail Inc | $0 | 0.00% | 0 | -994 | -100.0% | -$8.51万 | 清仓 |
| CLS | Celestica Inc | $0 | 0.00% | 0 | -285 | -100.0% | -$8.42万 | 清仓 |
| PFE | Pfizer Inc | $0 | 0.00% | 0 | -3,351 | -100.0% | -$8.34万 | 清仓 |
| CROX | Crocs Inc | $0 | 0.00% | 0 | -934 | -100.0% | -$7.99万 | 清仓 |
| FITB | Fifth Third Bancorp | $0 | 0.00% | 0 | -1,683 | -100.0% | -$7.88万 | 清仓 |
| MO | Altria Group Inc | $0 | 0.00% | 0 | -1,322 | -100.0% | -$7.62万 | 清仓 |
| ONEQ | Fidelity NASDAQ Composite Index ETF | $0 | 0.00% | 0 | -829 | -100.0% | -$7.58万 | 清仓 |
| VUG | Vanguard Growth Index Fund ETF Shares | $0 | 0.00% | 0 | -155 | -100.0% | -$7.56万 | 清仓 |
| MMM | 3M Co | $0 | 0.00% | 0 | -466 | -100.0% | -$7.47万 | 清仓 |
| SLV | iShares Silver Trust | $0 | 0.00% | 0 | -1,155 | -100.0% | -$7.44万 | 清仓 |
| NU | Nu Holdings Limited | $0 | 0.00% | 0 | -4,423 | -100.0% | -$7.40万 | 清仓 |
| — | Emqq The Emerging Markets Internet ETF | $0 | 0.00% | 0 | -1,813 | -100.0% | -$7.32万 | 清仓 |
| SOXX | iShares Semiconductor ETF | $0 | 0.00% | 0 | -240 | -100.0% | -$7.23万 | 清仓 |
| EWM | iShares MSCI Malaysia ETF | $0 | 0.00% | 0 | -2,629 | -100.0% | -$7.19万 | 清仓 |
| BAC | Bank of America Corp | $0 | 0.00% | 0 | -1,282 | -100.0% | -$7.05万 | 清仓 |
| ITB | iShares U.S. Home Construction ETF | $0 | 0.00% | 0 | -719 | -100.0% | -$6.92万 | 清仓 |
| MOAT | VanEck Vectors Morningstar Wide Moat ETF | $0 | 0.00% | 0 | -654 | -100.0% | -$6.77万 | 清仓 |
| HD | The Home Depot Inc | $0 | 0.00% | 0 | -191 | -100.0% | -$6.57万 | 清仓 |
| BKNG | Booking Holdings Inc | $0 | 0.00% | 0 | -12 | -100.0% | -$6.53万 | 清仓 |
| PFEB | Innovator S&P 500 Power Buffer ETF Feb | $0 | 0.00% | 0 | -1,495 | -100.0% | -$6.09万 | 清仓 |
| SHEL | Shell PLC Sponsored ADR | $0 | 0.00% | 0 | -800 | -100.0% | -$5.88万 | 清仓 |
| PAPR | Innovator S&P 500 Power Buffer ETF Apr | $0 | 0.00% | 0 | -1,449 | -100.0% | -$5.67万 | 清仓 |
| PMAY | Innovator S&P 500 Power Buffer ETF May | $0 | 0.00% | 0 | -1,414 | -100.0% | -$5.60万 | 清仓 |
| FCNCA | First Citizens Bancshares Inc | $0 | 0.00% | 0 | -26 | -100.0% | -$5.58万 | 清仓 |
| LDOS | Leidos Holdings Inc | $0 | 0.00% | 0 | -296 | -100.0% | -$5.34万 | 清仓 |
| CVX | Chevron Corp | $0 | 0.00% | 0 | -350 | -100.0% | -$5.33万 | 清仓 |
| SJM | JM Smucker Co | $0 | 0.00% | 0 | -545 | -100.0% | -$5.33万 | 清仓 |
| IBM | International Business Machines Corp | $0 | 0.00% | 0 | -177 | -100.0% | -$5.24万 | 清仓 |
| UBER | Uber Technologies Inc | $0 | 0.00% | 0 | -641 | -100.0% | -$5.24万 | 清仓 |
| GIS | General Mills Inc | $0 | 0.00% | 0 | -1,126 | -100.0% | -$5.23万 | 清仓 |
| CGDV | Capital Group Dividend Value ETF | $0 | 0.00% | 0 | -1,175 | -100.0% | -$5.13万 | 清仓 |
| DLTR | Dollar Tree Inc | $0 | 0.00% | 0 | -409 | -100.0% | -$5.03万 | 清仓 |
| RACE | Ferrari NV | $0 | 0.00% | 0 | -136 | -100.0% | -$5.02万 | 清仓 |
| FSCO | FS Credit Opportunities Corp. | $0 | 0.00% | 0 | -7,966 | -100.0% | -$5.02万 | 清仓 |
| CAH | Cardinal Health Inc | $0 | 0.00% | 0 | -244 | -100.0% | -$5.01万 | 清仓 |
| ONON | ON Holding AG Namen Akt A | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.65万 | 清仓 |
| BINC | Blackrock Flexible Income ETF | $0 | 0.00% | 0 | -850 | -100.0% | -$4.49万 | 清仓 |
| ELV | Elevance Health Inc | $0 | 0.00% | 0 | -128 | -100.0% | -$4.47万 | 清仓 |
| AZO | Autozone Inc | $0 | 0.00% | 0 | -13 | -100.0% | -$4.41万 | 清仓 |
| OHI | Omega Healthcare Investors Inc | $0 | 0.00% | 0 | -994 | -100.0% | -$4.41万 | 清仓 |
| UL | Unilever PLC | $0 | 0.00% | 0 | -669 | -100.0% | -$4.38万 | 清仓 |
| AEP | American Electric Power Co Inc | $0 | 0.00% | 0 | -365 | -100.0% | -$4.21万 | 清仓 |
| ABBV | Abbvie Inc | $0 | 0.00% | 0 | -182 | -100.0% | -$4.15万 | 清仓 |
| AIG | American International Group Inc | $0 | 0.00% | 0 | -473 | -100.0% | -$4.05万 | 清仓 |
| SMH | VanEck Vectors Semiconductor ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$4.01万 | 清仓 |
| RBLX | Roblox Corp | $0 | 0.00% | 0 | -494 | -100.0% | -$4.00万 | 清仓 |
| SIRI | Sirius Xm Holdings Inc | $0 | 0.00% | 0 | -1,976 | -100.0% | -$3.95万 | 清仓 |
| MELI | Mercadolibre Inc | $0 | 0.00% | 0 | -19 | -100.0% | -$3.83万 | 清仓 |
| NKE | Nike Inc | $0 | 0.00% | 0 | -600 | -100.0% | -$3.82万 | 清仓 |
| FIZZ | National Beverage Corp | $0 | 0.00% | 0 | -1,190 | -100.0% | -$3.79万 | 清仓 |
| DVY | iShares Select Dividend ETF | $0 | 0.00% | 0 | -268 | -100.0% | -$3.78万 | 清仓 |
| EQT | Eqt Corp | $0 | 0.00% | 0 | -703 | -100.0% | -$3.77万 | 清仓 |
| NSC | Norfolk Southern Corp | $0 | 0.00% | 0 | -130 | -100.0% | -$3.75万 | 清仓 |
| LRCX | Lam Research Corp | $0 | 0.00% | 0 | -219 | -100.0% | -$3.75万 | 清仓 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $0 | 0.00% | 0 | -311 | -100.0% | -$3.72万 | 清仓 |
| CTAS | Cintas Corp | $0 | 0.00% | 0 | -192 | -100.0% | -$3.61万 | 清仓 |
| KMB | Kimberly-Clark Corp | $0 | 0.00% | 0 | -355 | -100.0% | -$3.58万 | 清仓 |
| VCLT | Vanguard Long-Term Corporate Bond Index Fund ETF Shares | $0 | 0.00% | 0 | -470 | -100.0% | -$3.57万 | 清仓 |
| AEM | Agnico Eagle Mines Limited | $0 | 0.00% | 0 | -207 | -100.0% | -$3.51万 | 清仓 |
| LQD | iShares Iboxx $ Investment Grade Corporate Bond ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$3.31万 | 清仓 |
| VGT | Vanguard Information Technology Index Fund ETF Shares | $0 | 0.00% | 0 | -41 | -100.0% | -$3.10万 | 清仓 |
| TJX | TJX Companies Inc | $0 | 0.00% | 0 | -200 | -100.0% | -$3.07万 | 清仓 |
| EEM | iShares MSCI Emerging Markets ETF | $0 | 0.00% | 0 | -558 | -100.0% | -$3.05万 | 清仓 |
| YUM | Yum Brands Inc | $0 | 0.00% | 0 | -200 | -100.0% | -$3.03万 | 清仓 |
| JD | Jd Com Inc Spons ADR Repstg Com Cl A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VPLS | Vanguard Core-Plus Bond ETF | $0 | 0.00% | 0 | -386 | -100.0% | -$3.01万 | 清仓 |
| ASML | Asml Holding NV | $0 | 0.00% | 0 | -28 | -100.0% | -$3.01万 | 清仓 |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF Shares | $0 | 0.00% | 0 | -375 | -100.0% | -$2.99万 | 清仓 |
| NXPI | Nxp Semiconductors NV | $0 | 0.00% | 0 | -135 | -100.0% | -$2.92万 | 清仓 |
| CSCO | Cisco Systems Inc | $0 | 0.00% | 0 | -372 | -100.0% | -$2.87万 | 清仓 |
| XLC | State Street Communication Services Select Sector SPDR ETF | $0 | 0.00% | 0 | -236 | -100.0% | -$2.78万 | 清仓 |
| DBC | Invesco DB Commodity Index Tracking Fund | $0 | 0.00% | 0 | -1,234 | -100.0% | -$2.76万 | 清仓 |
| NFLX | Netflix Inc | $0 | 0.00% | 0 | -293 | -100.0% | -$2.75万 | 清仓 |
| EBAY | Ebay Inc | $0 | 0.00% | 0 | -310 | -100.0% | -$2.70万 | 清仓 |
| KHC | The Kraft Heinz Co | $0 | 0.00% | 0 | -1,108 | -100.0% | -$2.69万 | 清仓 |
| VFH | Vanguard Financials Index Fund ETF Shares | $0 | 0.00% | 0 | -201 | -100.0% | -$2.68万 | 清仓 |
| VPU | Vanguard Utilities Index Fund ETF Shares | $0 | 0.00% | 0 | -144 | -100.0% | -$2.66万 | 清仓 |
| XEXGX | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $0 | 0.00% | 0 | -2,794 | -100.0% | -$2.66万 | 清仓 |
| CL | Colgate-Palmolive Company | $0 | 0.00% | 0 | -335 | -100.0% | -$2.64万 | 清仓 |
| FSK | FS KKR Capital Corporation | $0 | 0.00% | 0 | -1,762 | -100.0% | -$2.61万 | 清仓 |