JPL Wealth Management, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002010710
$4.35亿2026Q1 申报市值
1,553持仓数
27.5%前十大占比 · 第一大 3.6%
452 / 2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
SPYM 加仓+$656.35万
DYNF 加仓+$337.85万
QVAL 加仓+$289.27万
CAOS 加仓+$217.46万
AAUA 新建仓+$176.53万
2026Q1 卖出最多 按季末市值估算
SCHD 重新持有-$539.41万
VOT 减仓-$346.63万
SNY 重新持有-$254.67万
UNP 重新持有-$240.46万
THOMSON REUTERS 减仓-$228.73万
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 |
|---|---|---|---|---|---|---|---|---|
| MT | ARCELORMITTAL SA LUXEMBOURG | $5,718 | 0.00% | 110 | 0 | 0.0% | — | 重新持有 |
| SNA | SNAP ON INC | $5,812 | 0.00% | 16 | 5 | 45.5% | $1,816 | 重新持有 |
| DOCS | DOXIMITY INC | $5,825 | 0.00% | 250 | 0 | 0.0% | — | 重新持有 |
| ARMK | ARAMARK | $5,838 | 0.00% | 144 | 65 | 82.3% | $2,635 | 重新持有 |
| WTRG | ESSENTIAL UTILS INC | $5,840 | 0.00% | 145 | 0 | 0.0% | — | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $5,855 | 0.00% | 40 | 0 | 0.0% | — | 重新持有 |
| FHB | FIRST HAWAIIAN INC | $5,914 | 0.00% | 240 | 0 | 0.0% | — | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $5,928 | 0.00% | 52 | -30 | -36.6% | -$3,420 | 重新持有 |
| LSTR | LANDSTAR SYS INC | $5,932 | 0.00% | 37 | 37 | — | $5,932 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $5,940 | 0.00% | 36 | 36 | — | $5,940 | 新建仓 |
| EFX | EQUIFAX INC | $5,943 | 0.00% | 33 | 5 | 17.9% | $900 | 重新持有 |
| REG | REGENCY CTRS CORP | $5,978 | 0.00% | 79 | 0 | 0.0% | — | 重新持有 |
| SAP | SAP SE | $5,993 | 0.00% | 35 | -148 | -80.9% | -$2.53万 | 重新持有 |
| VST | VISTRA CORP | $6,014 | 0.00% | 40 | -9 | -18.4% | -$1,353 | 重新持有 |
| EFV | ISHARES TR | $6,037 | 0.00% | 81 | 35 | 76.1% | $2,609 | 重新持有 |
| TWLO | TWILIO INC | $6,040 | 0.00% | 48 | 29 | 152.6% | $3,649 | 重新持有 |
| FTV | FORTIVE CORP | $6,137 | 0.00% | 111 | 49 | 79.0% | $2,709 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $6,153 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| CNQ | CANADIAN NAT RES LTD MED TER | $6,190 | 0.00% | 127 | 56 | 78.9% | $2,729 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $6,200 | 0.00% | 34 | -10 | -22.7% | -$1,824 | 重新持有 |
| MFG | MIZUHO FINANCIAL GROUP INC | $6,250 | 0.00% | 787 | 322 | 69.2% | $2,557 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $6,281 | 0.00% | 75 | 55 | 275.0% | $4,606 | 重新持有 |
| HBNC | HORIZON BANCORP IND | $6,297 | 0.00% | 380 | 0 | 0.0% | — | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,334 | 0.00% | 33 | 33 | — | $6,334 | 新建仓 |
| TGT | TARGET CORP | $6,424 | 0.00% | 53 | 22 | 71.0% | $2,667 | 重新持有 |
| ACWX | ISHARES TR | $6,437 | 0.00% | 94 | 31 | 49.2% | $2,123 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $6,459 | 0.00% | 141 | 46 | 48.4% | $2,107 | 重新持有 |
| NTR | NUTRIEN LTD | $6,490 | 0.00% | 86 | 0 | 0.0% | — | 重新持有 |
| CVBF | CVB FINL CORP | $6,574 | 0.00% | 339 | 0 | 0.0% | — | 重新持有 |
| CNC | CENTENE CORP DEL | $6,581 | 0.00% | 201 | 201 | — | $6,581 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $6,607 | 0.00% | 416 | 0 | 0.0% | — | 重新持有 |
| CHWY | CHEWY INC | $6,642 | 0.00% | 246 | 246 | — | $6,642 | 新建仓 |
| JBL | JABIL INC | $6,642 | 0.00% | 25 | -8 | -24.2% | -$2,125 | 重新持有 |
| CPRT | COPART INC | $6,674 | 0.00% | 201 | 51 | 34.0% | $1,693 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $6,687 | 0.00% | 125 | 17 | 15.7% | $909 | 重新持有 |
| RIO | RIO TINTO PLC | $6,718 | 0.00% | 72 | 8 | 12.5% | $746 | 重新持有 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $6,728 | 0.00% | 163 | 51 | 45.5% | $2,105 | 重新持有 |
| G | GENPACT LIMITED | $6,855 | 0.00% | 184 | 145 | 371.8% | $5,402 | 重新持有 |
| MICC | MAGNUM ICE CREAM CO NV | $6,863 | 0.00% | 459 | -10,010 | -95.6% | -$14.97万 | 减仓 |
| PNR | PENTAIR PLC | $6,883 | 0.00% | 79 | 0 | 0.0% | — | 重新持有 |
| HCC | WARRIOR MET COAL INC | $6,894 | 0.00% | 74 | 0 | 0.0% | — | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $6,895 | 0.00% | 43 | -131 | -75.3% | -$2.10万 | 重新持有 |
| — | FLUSHING FINL CORP | $6,898 | 0.00% | 449 | 34 | 8.2% | $522 | 重新持有 |
| GKOS | GLAUKOS CORP | $6,999 | 0.00% | 65 | 0 | 0.0% | — | 重新持有 |
| IRM | IRON MTN INC DEL | $7,049 | 0.00% | 69 | -485 | -87.5% | -$4.95万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $7,057 | 0.00% | 156 | -136 | -46.6% | -$6,152 | 重新持有 |
| TW | TRADEWEB MKTS INC | $7,061 | 0.00% | 60 | 25 | 71.4% | $2,942 | 重新持有 |
| SAN | BANCO SANTANDER SA | $7,096 | 0.00% | 629 | 52 | 9.0% | $587 | 重新持有 |
| SONY | SONY GROUP CORP | $7,101 | 0.00% | 343 | -111 | -24.4% | -$2,298 | 重新持有 |
| PPG | PPG INDS INC | $7,136 | 0.00% | 67 | 10 | 17.5% | $1,065 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $7,164 | 0.00% | 27 | 2 | 8.0% | $531 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $7,219 | 0.00% | 19 | 8 | 72.7% | $3,040 | 重新持有 |
| COR | CENCORA INC | $7,226 | 0.00% | 23 | -1 | -4.2% | -$314 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,230 | 0.00% | 37 | 9 | 32.1% | $1,759 | 重新持有 |
| SSNC | SS&C TECH HLDGS | $7,231 | 0.00% | 107 | -15 | -12.3% | -$1,014 | 重新持有 |
| OVV | OVINTIV INC | $7,267 | 0.00% | 122 | 0 | 0.0% | — | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $7,312 | 0.00% | 45 | 10 | 28.6% | $1,625 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $7,334 | 0.00% | 42 | -102 | -70.8% | -$1.78万 | 重新持有 |
| VOOV | VANGUARD ADMIRAL FDS INC | $7,337 | 0.00% | 36 | 0 | 0.0% | — | 重新持有 |
| BOH | BANK HAWAII CORP | $7,425 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| HPQ | HP INC | $7,550 | 0.00% | 393 | -1,202 | -75.4% | -$2.31万 | 重新持有 |
| PEGA | PEGASYSTEMS INC | $7,619 | 0.00% | 179 | 65 | 57.0% | $2,767 | 重新持有 |
| XYL | XYLEM INC | $7,649 | 0.00% | 64 | -7 | -9.9% | -$837 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $7,653 | 0.00% | 82 | 24 | 41.4% | $2,240 | 重新持有 |
| KVUE | KENVUE INC | $7,685 | 0.00% | 446 | 86 | 23.9% | $1,482 | 重新持有 |
| ATR | APTARGROUP INC | $7,688 | 0.00% | 61 | 46 | 306.7% | $5,798 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $7,709 | 0.00% | 13 | 8 | 160.0% | $4,744 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $7,711 | 0.00% | 49 | 0 | 0.0% | — | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $7,723 | 0.00% | 31 | 13 | 72.2% | $3,239 | 重新持有 |
| MLI | MUELLER INDS INC | $7,756 | 0.00% | 70 | 36 | 105.9% | $3,989 | 重新持有 |
| DG | DOLLAR GEN CORP | $7,784 | 0.00% | 66 | -100 | -60.2% | -$1.18万 | 重新持有 |
| FR | FIRST INDL RLTY TR INC | $7,810 | 0.00% | 135 | 35 | 35.0% | $2,025 | 重新持有 |
| BBDC | BARINGS BDC INC | $7,844 | 0.00% | 953 | 0 | 0.0% | — | 重新持有 |
| CVNA | CARVANA CO | $7,861 | 0.00% | 25 | -7 | -21.9% | -$2,201 | 重新持有 |
| EXLS | EXLSERVICE HLDGS INC | $7,917 | 0.00% | 260 | 205 | 372.7% | $6,242 | 重新持有 |
| HEI/A | HEICO CORP NEW | $7,921 | 0.00% | 38 | 14 | 58.3% | $2,918 | 重新持有 |
| MAIN | MAIN STR CAP CORP | $7,944 | 0.00% | 150 | 0 | 0.0% | — | 重新持有 |
| XYZ | BLOCK INC | $7,945 | 0.00% | 132 | -124 | -48.4% | -$7,463 | 重新持有 |
| TRGP | TARGA RES CORP | $8,025 | 0.00% | 32 | -55 | -63.2% | -$1.38万 | 重新持有 |
| CNOB | CONNECTONE BANCORP INC | $8,031 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| — | SUNOPTA INC | $8,036 | 0.00% | 1,240 | 0 | 0.0% | — | 重新持有 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,037 | 0.00% | 61 | 61 | — | $8,037 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $8,152 | 0.00% | 377 | 192 | 103.8% | $4,152 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $8,164 | 0.00% | 17 | 11 | 183.3% | $5,283 | 重新持有 |
| RJF | RAYMOND JAMES FINL INC | $8,218 | 0.00% | 57 | -3 | -5.0% | -$433 | 重新持有 |
| SBRA | SABRA HEALTH CARE REIT INC | $8,251 | 0.00% | 429 | 54 | 14.4% | $1,039 | 重新持有 |
| BANC | BANC OF CALIFORNIA INC | $8,334 | 0.00% | 474 | 69 | 17.0% | $1,213 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $8,450 | 0.00% | 41 | 3 | 7.9% | $618 | 重新持有 |
| IT | GARTNER INC | $8,551 | 0.00% | 54 | 24 | 80.0% | $3,800 | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,586 | 0.00% | 128 | -20 | -13.5% | -$1,342 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $8,605 | 0.00% | 51 | 32 | 168.4% | $5,399 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $8,640 | 0.00% | 127 | -5 | -3.8% | -$340 | 重新持有 |
| BBY | BEST BUY INC | $8,707 | 0.00% | 136 | 128 | 1,600.0% | $8,195 | 重新持有 |
| RBLX | ROBLOX CORP | $8,711 | 0.00% | 154 | 16 | 11.6% | $905 | 重新持有 |
| XPO | XPO INC | $8,755 | 0.00% | 45 | -5 | -10.0% | -$973 | 重新持有 |
| MDB | MONGODB INC | $8,812 | 0.00% | 36 | 7 | 24.1% | $1,713 | 重新持有 |
| IEF | ISHARES TR | $8,883 | 0.00% | 93 | 93 | — | $8,883 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $8,901 | 0.00% | 38 | -2 | -5.0% | -$468 | 重新持有 |
| FIVE | FIVE BELOW INC | $8,911 | 0.00% | 39 | 39 | — | $8,911 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $8,928 | 0.00% | 291 | -175,817 | -99.8% | -$539.41万 | 重新持有 |