JP Wealth Management, Inc.
MT. PLEASANT SC · SEC CIK 0001967622
$1.59亿2026Q2 申报市值
14持仓数
98.7%前十大占比 · 第一大 22.8%
0 / 1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
STEW 加仓+$31.75万
DFA U S Core Equ 加仓+$26.42万
AVUV 加仓+$12.53万
TSI 加仓+$5.76万
2026Q2 卖出最多 按季末市值估算
PHYS 减仓-$403.61万
QQQ 减仓-$69.88万
QQQM 减仓-$50.72万
SPY 清仓-$23.48万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DFA U S Core Equity 2 (DFAC) | $3,615.20万 | 22.76% | 814,968 | 5,955 | 0.7% | $26.42万 | 加仓 |
| QQQM | Nasdaq 100 (QQQM) | $3,510.48万 | 22.10% | 115,869 | -1,674 | -1.4% | -$50.72万 | 减仓 |
| STEW | SRH Total Return Fund (STEW) | $2,816.45万 | 17.73% | 1,573,433 | 17,738 | 1.1% | $31.75万 | 加仓 |
| TSI | TCW Strategic Income (TSI) | $2,026.56万 | 12.76% | 4,493,487 | 12,764 | 0.3% | $5.76万 | 加仓 |
| QQQ | Nasdaq 100 (QQQ) | $1,303.21万 | 8.20% | 17,697 | -949 | -5.1% | -$69.88万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR (AVUV) | $1,024.55万 | 6.45% | 82,122 | 1,004 | 1.2% | $12.53万 | 加仓 |
| PHYS | Sprott Physical Gold Etv (PHYS) | $901.57万 | 5.68% | 298,830 | -133,780 | -30.9% | -$403.61万 | 减仓 |
| IWF | Russell 1000 Growth i-share (IWF) | $268.21万 | 1.69% | 21,600 | 0 | 0.0% | — | 不变 |
| IWD | Russell 1000 Value i-share (IWD) | $126.45万 | 0.80% | 5,216 | 0 | 0.0% | — | 不变 |
| VTV | Vguard Value index (VTV) | $84.99万 | 0.54% | 3,900 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST (DFNM) | $81.54万 | 0.51% | 16,870 | 0 | 0.0% | — | 不变 |
| IWS | Russell Midcap Value i-share (IWR) | $64.74万 | 0.41% | 5,868 | 0 | 0.0% | — | 不变 |
| VT | Vguard Total World (VT) | $35.00万 | 0.22% | 2,230 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR (IWO) | $27.46万 | 0.17% | 697 | 0 | 0.0% | — | 不变 |
| SPY | S&P 500 SPDR (SPY) | $0 | 0.00% | 0 | -361 | -100.0% | -$23.48万 | 清仓 |