Jessup Wealth Management, Inc
DAYTON OH · SEC CIK 0001963536
$3.35亿2026Q2 申报市值
81持仓数
56.1%前十大占比 · 第一大 10.1%
4 / 5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
IGV 加仓+$782.05万
NVO 重新持有+$644.98万
BABA 加仓+$291.62万
UNH 加仓+$236.70万
MSFT 加仓+$225.19万
2026Q2 卖出最多 按季末市值估算
MRK 减仓-$701.23万
AMD 减仓-$695.99万
MU 减仓-$536.95万
GOOGL 减仓-$280.89万
AMZN 减仓-$255.79万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $3,392.58万 | 10.12% | 142,342 | -10,732 | -7.0% | -$255.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,630.12万 | 7.85% | 131,447 | -4,522 | -3.3% | -$90.48万 | 减仓 |
| AAPL | APPLE INC | $2,570.25万 | 7.67% | 88,825 | 120 | 0.1% | $3.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,048.00万 | 6.11% | 35,255 | -11,981 | -25.4% | -$695.99万 | 减仓 |
| GOOGL | ALPHABET INC | $1,614.68万 | 4.82% | 45,182 | -7,860 | -14.8% | -$280.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,391.91万 | 4.15% | 33,489 | 5,695 | 20.5% | $236.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,348.96万 | 4.02% | 11,687 | -4,652 | -28.5% | -$536.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,345.96万 | 4.01% | 36,083 | 6,037 | 20.1% | $225.19万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,328.27万 | 3.96% | 137,830 | 3,047 | 2.3% | $29.36万 | 加仓 |
| IEF | ISHARES TR | $1,122.09万 | 3.35% | 118,652 | 1,450 | 1.2% | $13.71万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,071.29万 | 3.20% | 43,511 | 1,506 | 3.6% | $37.08万 | 加仓 |
| TSLA | TESLA INC | $1,058.34万 | 3.16% | 25,163 | -1,019 | -3.9% | -$42.86万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,008.99万 | 3.01% | 10,786 | -188 | -1.7% | -$17.59万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $896.94万 | 2.68% | 93,450 | 30,383 | 48.2% | $291.62万 | 加仓 |
| TMUS | T-MOBILE US INC | $866.44万 | 2.58% | 51,657 | 476 | 0.9% | $7.98万 | 加仓 |
| IGV | ISHARES TR | $825.41万 | 2.46% | 91,105 | 86,319 | 1,803.6% | $782.05万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $824.25万 | 2.46% | 144,529 | 9,595 | 7.1% | $54.72万 | 加仓 |
| CSX | CSX CORP | $679.78万 | 2.03% | 143,021 | 4,279 | 3.1% | $20.34万 | 加仓 |
| NVO | NOVO-NORDISK A S | $656.65万 | 1.96% | 136,973 | 134,538 | 5,525.2% | $644.98万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $598.67万 | 1.79% | 31,423 | -9,102 | -22.5% | -$173.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $558.43万 | 1.67% | 17,060 | -410 | -2.3% | -$13.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $466.30万 | 1.39% | 31,799 | 1,404 | 4.6% | $20.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $359.90万 | 1.07% | 4,716 | 250 | 5.6% | $19.08万 | 加仓 |
| IWM | ISHARES TR | $302.58万 | 0.90% | 10,071 | 143 | 1.4% | $4.30万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $213.04万 | 0.64% | 11,507 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $210.51万 | 0.63% | 9,451 | -1,621 | -14.6% | -$36.11万 | 减仓 |
| SNDK | SANDISK CORP | $208.27万 | 0.62% | 916 | -1 | -0.1% | -$2,274 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.16万 | 0.59% | 3,980 | 1,000 | 33.6% | $50.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $193.50万 | 0.58% | 7,619 | 30 | 0.4% | $7,619 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $191.56万 | 0.57% | 1,894 | -33 | -1.7% | -$3.34万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $177.52万 | 0.53% | 35,869 | -369 | -1.0% | -$1.83万 | 减仓 |
| AMAT | APPLIED MATLS INC | $156.20万 | 0.47% | 2,160 | -327 | -13.1% | -$23.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $155.44万 | 0.46% | 2,081 | -42 | -2.0% | -$3.14万 | 减仓 |
| XBI | SPDR SERIES TRUST | $153.06万 | 0.46% | 9,672 | 1,055 | 12.2% | $16.70万 | 加仓 |
| — | CALAMOS ETF TR | $151.10万 | 0.45% | 54,677 | 54,677 | — | $151.10万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $145.55万 | 0.43% | 2,119 | 20 | 1.0% | $1.37万 | 加仓 |
| V | VISA INC | $138.66万 | 0.41% | 4,041 | 15 | 0.4% | $5,147 | 加仓 |
| — | INNOVATOR ETFS TRUST | $108.88万 | 0.32% | 39,746 | 39,746 | — | $108.88万 | 新建仓 |
| MRK | MERCK & CO INC | $107.62万 | 0.32% | 8,375 | -54,569 | -86.7% | -$701.23万 | 减仓 |
| LLY | ELI LILLY & CO | $103.65万 | 0.31% | 864 | -26 | -2.9% | -$3.12万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $96.43万 | 0.29% | 20,187 | -2,061 | -9.3% | -$9.85万 | 减仓 |
| BOXX | EA SERIES TRUST | $89.87万 | 0.27% | 7,675 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $87.34万 | 0.26% | 19,693 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $82.27万 | 0.25% | 31,342 | -584 | -1.8% | -$1.53万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $76.22万 | 0.23% | 2,214 | -61 | -2.7% | -$2.10万 | 减仓 |
| PYLD | PIMCO ETF TR | $73.15万 | 0.22% | 27,585 | -482 | -1.7% | -$1.28万 | 减仓 |
| CAT | CATERPILLAR INC | $72.61万 | 0.22% | 682 | -4 | -0.6% | -$4,259 | 减仓 |
| GNRC | GENERAC HLDGS INC | $72.38万 | 0.22% | 2,472 | -30 | -1.2% | -$8,784 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $71.49万 | 0.21% | 1,929 | -43 | -2.2% | -$1.59万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $70.69万 | 0.21% | 6,576 | 97 | 1.5% | $1.04万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $67.13万 | 0.20% | 13,754 | -67 | -0.5% | -$3,270 | 减仓 |
| BA | BOEING CO | $65.09万 | 0.19% | 3,007 | -133 | -4.2% | -$2.88万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.72万 | 0.19% | 3,042 | -26 | -0.8% | -$5,532 | 减仓 |
| SHV | ISHARES TR | $55.38万 | 0.17% | 5,018 | -205 | -3.9% | -$2.26万 | 减仓 |
| NTNX | NUTANIX INC | $54.42万 | 0.16% | 10,679 | 10,679 | — | $54.42万 | 新建仓 |
| ARKF | ARK ETF TR | $54.05万 | 0.16% | 13,698 | 422 | 3.2% | $1.67万 | 加仓 |
| KKR | KKR & CO INC | $50.01万 | 0.15% | 5,449 | -3,058 | -35.9% | -$28.07万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $48.06万 | 0.14% | 10,530 | -231 | -2.1% | -$1.05万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $46.65万 | 0.14% | 10,131 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $46.62万 | 0.14% | 55,363 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $45.40万 | 0.14% | 12,324 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $39.43万 | 0.12% | 3,916 | 476 | 13.8% | $4.79万 | 加仓 |
| SNA | SNAP ON INC | $39.15万 | 0.12% | 973 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.95万 | 0.10% | 2,556 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $34.29万 | 0.10% | 971 | -8 | -0.8% | -$2,825 | 减仓 |
| — | CALAMOS ETF TR | $33.64万 | 0.10% | 11,499 | 11,499 | — | $33.64万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.52万 | 0.10% | 681 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.92万 | 0.09% | 2,650 | 29 | 1.1% | $3,383 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $29.36万 | 0.09% | 868 | 425 | 95.9% | $14.38万 | 重新持有 |
| PJUN | INNOVATOR ETFS TRUST | $28.12万 | 0.08% | 6,504 | 6,444 | 10,740.0% | $27.86万 | 重新持有 |
| POCT | INNOVATOR ETFS TRUST | $26.92万 | 0.08% | 5,801 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.73万 | 0.08% | 2,033 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.65万 | 0.08% | 3,156 | -90 | -2.8% | -$7,314 | 减仓 |
| MCD | MCDONALDS CORP | $24.95万 | 0.07% | 923 | -125 | -11.9% | -$3.38万 | 减仓 |
| GLD | SPDR GOLD TR | $24.39万 | 0.07% | 662 | -19 | -2.8% | -$6,999 | 减仓 |
| CAOS | EA SERIES TRUST | $24.04万 | 0.07% | 2,661 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.48万 | 0.06% | 1,897 | 2 | 0.1% | $227 | 加仓 |
| JD | JD.COM INC | $21.48万 | 0.06% | 8,429 | 7,379 | 702.8% | $18.80万 | 重新持有 |
| GE | GE AEROSPACE | $21.16万 | 0.06% | 566 | -183 | -24.4% | -$6.84万 | 减仓 |
| SUB | ISHARES TR | $20.06万 | 0.06% | 1,884 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $16.28万 | 0.05% | 11,711 | 33 | 0.3% | $459 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,392 | -100.0% | -$38.35万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -714 | -100.0% | -$35.12万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -434 | -100.0% | -$22.69万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,970 | -100.0% | -$22.31万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$8.12万 | 清仓 |