JP Wealth Management, Inc.
MT. PLEASANT SC · SEC CIK 0001967622
$1.47亿2026Q1 申报市值
15持仓数
98.6%前十大占比 · 第一大 21.3%
1 / 1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
AVUV 新建仓+$896.11万
TSI 加仓+$558.22万
STEW 加仓+$136.77万
QQQM 加仓+$58.95万
PHYS 加仓+$10.06万
2026Q1 卖出最多 按季末市值估算
DAPP 清仓-$455.52万
QQQ 减仓-$20.03万
DFA U S Core Equ 减仓-$1.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DAPP | VANECK ETF TRUST (DAPP) | $0 | 0.00% | 0 | -275,570 | -100.0% | -$455.52万 | 清仓 |
| IWO | ISHARES TR (IWO) | $21.87万 | 0.15% | 697 | 0 | 0.0% | — | 不变 |
| SPY | S&P 500 SPDR (SPY) | $23.48万 | 0.16% | 361 | 0 | 0.0% | — | 不变 |
| VT | Vguard Total World (VT) | $30.85万 | 0.21% | 2,230 | 0 | 0.0% | — | 不变 |
| IWS | Russell Midcap Value i-share (IWR) | $57.05万 | 0.39% | 5,868 | 0 | 0.0% | — | 不变 |
| VTV | Vguard Value index (VTV) | $76.52万 | 0.52% | 3,900 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST (DFNM) | $80.86万 | 0.55% | 16,870 | 0 | 0.0% | — | 不变 |
| IWD | Russell 1000 Value i-share (IWD) | $111.45万 | 0.76% | 5,216 | 0 | 0.0% | — | 不变 |
| IWF | Russell 1000 Growth i-share (IWF) | $230.26万 | 1.56% | 5,400 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR (AVUV) | $896.11万 | 6.08% | 81,118 | 81,118 | — | $896.11万 | 新建仓 |
| QQQ | Nasdaq 100 (QQQ) | $1,076.21万 | 7.30% | 18,646 | -347 | -1.8% | -$20.03万 | 减仓 |
| PHYS | Sprott Physical Gold Etv (PHYS) | $1,533.17万 | 10.40% | 432,610 | 2,840 | 0.7% | $10.06万 | 加仓 |
| TSI | TCW Strategic Income (TSI) | $2,011.84万 | 13.64% | 4,480,723 | 1,243,249 | 38.4% | $558.22万 | 加仓 |
| STEW | SRH Total Return Fund (STEW) | $2,660.24万 | 18.04% | 1,555,695 | 79,980 | 5.4% | $136.77万 | 加仓 |
| QQQM | Nasdaq 100 (QQQM) | $2,793.06万 | 18.94% | 117,543 | 2,481 | 2.2% | $58.95万 | 加仓 |
| — | DFA U S Core Equity 2 (DFAC) | $3,143.82万 | 21.32% | 809,013 | -281 | -0.0% | -$1.09万 | 减仓 |