13F 机构持仓

Jessup Wealth Management, Inc

DAYTON OH · SEC CIK 0001963536

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AMZN 11.6%
NVDA 8.7%
AAPL 8.2%
GOOGL 5.6%
JNK 4.7%
IEF 4.1%
MSFT 4.1%
COST 4.0%
TMUS 3.9%
TSLA 3.6%

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
TGT Target Corp $00.00%0 -255-100.0% -$2.49万 清仓
MRVL Marvell Technology Inc $00.00%0 -293-100.0% -$2.49万 清仓
PRU Prudential Financial Inc $00.00%0 -217-100.0% -$2.45万 清仓
NEE Nextera Energy Inc $00.00%0 -305-100.0% -$2.44万 清仓
VWOB Vanguard Emerging Markets Government Bond Index Fund ETF Shares $00.00%0 -362-100.0% -$2.44万 清仓
J Jacobs Solutions Inc $00.00%0 -183-100.0% -$2.42万 清仓
— Invesco China Technology $00.00%0 -456-100.0% -$2.37万 清仓
SYK Stryker Corp $00.00%0 -66-100.0% -$2.33万 清仓
JOBY Joby Aviation Inc $00.00%0 -1,700-100.0% -$2.24万 清仓
VCR Vanguard Consumer Discretionary Index Fund ETF Shares $00.00%0 -56-100.0% -$2.22万 清仓
VTI Vanguard Total Stock Market Index Fund ETF Shares $00.00%0 -66-100.0% -$2.20万 清仓
PFG Principal Financial Group Inc $00.00%0 -246-100.0% -$2.17万 清仓
LOW Lowe's Companies Inc $00.00%0 -86-100.0% -$2.07万 清仓
— Air Lease Corp $00.00%0 -321-100.0% -$2.06万 清仓
SPYM State Street SPDR Portfolio S&P 500 ETF $00.00%0 -256-100.0% -$2.05万 清仓
RL Ralph Lauren Corp $00.00%0 -57-100.0% -$2.02万 清仓
PM Philip Morris International Inc $00.00%0 -125-100.0% -$2.00万 清仓
— Graniteshares Platinum Trust $00.00%0 -1,004-100.0% -$1.98万 清仓
CLX Clorox Co $00.00%0 -196-100.0% -$1.98万 清仓
COP ConocoPhillips $00.00%0 -208-100.0% -$1.95万 清仓
FNV Franco-Nevada Corp $00.00%0 -93-100.0% -$1.94万 清仓
CPB The Campbell's Co $00.00%0 -689-100.0% -$1.92万 清仓
DEO Diageo PLC $00.00%0 -220-100.0% -$1.90万 清仓
RJF Raymond James Financial Inc $00.00%0 -117-100.0% -$1.88万 清仓
BTI British American Tobacco PLC $00.00%0 -308-100.0% -$1.74万 清仓
XYZ Square Inc. Cl A $00.00%0 -261-100.0% -$1.70万 清仓
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares $00.00%0 -203-100.0% -$1.70万 清仓
RIOT Riot Platforms Inc $00.00%0 -1,300-100.0% -$1.65万 清仓
RGLD Royal Gold Inc $00.00%0 -74-100.0% -$1.63万 清仓
UNP Union Pacific Corp $00.00%0 -70-100.0% -$1.62万 清仓
RELX Relx PLC $00.00%0 -399-100.0% -$1.61万 清仓
QQQ Invesco QQQ Trust $00.00%0 -26-100.0% -$1.61万 清仓
CVS CVS Health Corp $00.00%0 -200-100.0% -$1.59万 清仓
STZ Constellation Brands Inc $00.00%0 -113-100.0% -$1.55万 清仓
BSCV Invesco BulletShares 2031 Corp Bond ETF $00.00%0 -906-100.0% -$1.51万 清仓
KMI Kinder Morgan Inc $00.00%0 -537-100.0% -$1.48万 清仓
C Citigroup Inc $00.00%0 -119-100.0% -$1.39万 清仓
WELL Welltower Inc $00.00%0 -74-100.0% -$1.38万 清仓
LMT Lockheed Martin Corp $00.00%0 -28-100.0% -$1.34万 清仓
— Calamos S&P 500 Structured Alternative Protection ETF - November $00.00%0 -436-100.0% -$1.17万 清仓
FDX Fedex Corp $00.00%0 -40-100.0% -$1.16万 清仓
NCLH Norwegian Cruise Line Holdings Limited $00.00%0 -500-100.0% -$1.12万 清仓
PEP PepsiCo Inc $00.00%0 -74-100.0% -$1.06万 清仓
VTRS Viatris Inc $00.00%0 -847-100.0% -$1.05万 清仓
SBLK Star Bulk Carriers Corp $00.00%0 -546-100.0% -$1.05万 清仓
EW Edwards Lifesciences Corp $00.00%0 -123-100.0% -$1.05万 清仓
AJG Arthur J. Gallagher & Co $00.00%0 -40-100.0% -$1.04万 清仓
CAG Conagra Brands Inc $00.00%0 -526-100.0% -$9,101 清仓
HIG The Hartford Insurance Group Inc $00.00%0 -65-100.0% -$8,972 清仓
CRM SalesForce Inc $00.00%0 -34-100.0% -$8,884 清仓
NBXG Neuberger Berman Next Generation Connectivity Fund $00.00%0 -602-100.0% -$8,693 清仓
SYY Sysco Corp $00.00%0 -118-100.0% -$8,670 清仓
— Highland Global Allocation Fund $00.00%0 -949-100.0% -$8,664 清仓
XLU State Street Utilities Select Sector SPDR ETF $00.00%0 -203-100.0% -$8,662 清仓
SCHF Schwab International Equity ETF $00.00%0 -358-100.0% -$8,607 清仓
EWZ iShares MSCI Brazil ETF $00.00%0 -266-100.0% -$8,451 清仓
EQIX Equinix Inc $00.00%0 -11-100.0% -$8,445 清仓
CLOI VanEck CLO ETF $00.00%0 -157-100.0% -$8,291 清仓
COR Cencora Inc $00.00%0 -25-100.0% -$8,285 清仓
KR The Kroger Co $00.00%0 -130-100.0% -$8,133 清仓
MSTR Strategy Inc $00.00%0 -50-100.0% -$7,598 清仓
BNOV Innovator S&P 500 Buffer ETF Nov $00.00%0 -170-100.0% -$7,570 清仓
SOLV Solventum Corp $00.00%0 -95-100.0% -$7,528 清仓
SPG Simon Property Group Inc $00.00%0 -40-100.0% -$7,404 清仓
OKE Oneok Inc $00.00%0 -100-100.0% -$7,350 清仓
NVS Novartis Ag $00.00%0 -51-100.0% -$7,052 清仓
O Realty Income Corp $00.00%0 -125-100.0% -$7,046 清仓
IBIT iShares Bitcoin Trust ETF $00.00%0 -140-100.0% -$6,951 清仓
DHR Danaher Corp $00.00%0 -30-100.0% -$6,868 清仓
TYL Tyler Technologies Inc $00.00%0 -15-100.0% -$6,809 清仓
HYG iShares Iboxx $ High-Yield Corporate Bond ETF $00.00%0 -84-100.0% -$6,773 清仓
ABT Abbott Laboratories $00.00%0 -54-100.0% -$6,703 清仓
VEEV Veeva Systems Inc $00.00%0 -30-100.0% -$6,697 清仓
BBY Best Buy Co Inc $00.00%0 -100-100.0% -$6,693 清仓
LIN Linde PLC $00.00%0 -16-100.0% -$6,609 清仓
LH Labcorp Holdings Inc $00.00%0 -26-100.0% -$6,573 清仓
CMCSA Comcast Corp $00.00%0 -217-100.0% -$6,477 清仓
XLRE The Real Estate Select Sector SPDR Fund $00.00%0 -160-100.0% -$6,456 清仓
PSX Phillips 66 $00.00%0 -50-100.0% -$6,452 清仓
— Invesco Zacks Multi-Asset Income ETF $00.00%0 -240-100.0% -$6,436 清仓
VOT Vanguard Mid-Cap Growth Index Fund ETF Shares $00.00%0 -22-100.0% -$6,141 清仓
DKS Dick's Sporting Goods Inc $00.00%0 -31-100.0% -$6,137 清仓
FSSL FS Specialty Lending Fund $00.00%0 -434-100.0% -$6,137 清仓
BSX Boston Scientific Corp $00.00%0 -64-100.0% -$6,055 清仓
XBIL U.S. Treasury 6 Month Bill ETF $00.00%0 -120-100.0% -$6,008 清仓
ICE Intercontinental Exchange Inc $00.00%0 -37-100.0% -$5,993 清仓
WM Waste Management Inc $00.00%0 -26-100.0% -$5,822 清仓
MDT Medtronic PLC $00.00%0 -60-100.0% -$5,764 清仓
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $00.00%0 -94-100.0% -$5,746 清仓
VIOG Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares $00.00%0 -46-100.0% -$5,579 清仓
XSVM Invesco S&P Small-Cap Value with Momentum ETF $00.00%0 -95-100.0% -$5,428 清仓
AMT American Tower Corp $00.00%0 -30-100.0% -$5,267 清仓
VYM Vanguard High Dividend Yield Index Fund ETF Shares $00.00%0 -34-100.0% -$4,880 清仓
DDOG Datadog, Inc $00.00%0 -35-100.0% -$4,760 清仓
JBLU JetBlue Airways Corp $00.00%0 -1,000-100.0% -$4,550 清仓
ETSY Etsy Inc $00.00%0 -82-100.0% -$4,546 清仓
PPG PPG Industries Inc $00.00%0 -43-100.0% -$4,432 清仓
XLE State Street Energy Select Sector SPDR ETF $00.00%0 -98-100.0% -$4,382 清仓
DFIS Dimensional International Small-Cap ETF $00.00%0 -128-100.0% -$4,216 清仓
DOCN Digitalocean Holdings Inc $00.00%0 -81-100.0% -$3,898 清仓