13F 机构持仓

JPL Wealth Management, LLC

GREENWOOD VILLAGE CO · SEC CIK 0002010710

2026Q22026Q1 更早 9 个季度 🔒
$5.04亿2026Q2 申报市值
1,875持仓数
29.6%前十大占比 · 第一大 4.7%
443 / 122新建仓 / 清仓
申报市值走势$5.04亿2026Q2
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

SPYM 4.7%
UNH 3.2%
DYNF 3.0%
SCHO 3.0%
AVGO 2.8%
AAPL 2.8%
GOOGL 2.6%
CAOS 2.5%
CAT 2.5%
AAEQ 2.4%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$789.69万
BRTR 加仓+$342.84万
GOVT 加仓+$316.95万
BINC 加仓+$261.68万
SPMB 加仓+$243.59万

2026Q2 卖出最多 按季末市值估算

UL 减仓-$294.10万
MA 减仓-$288.85万
WAT 减仓-$273.03万
FNF 减仓-$230.07万
EQH 减仓-$229.21万

2026Q2 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
ROL ROLLINS INC $1,8790.00%45 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $1,8860.00%15 550.0% $629 加仓
ENR ENERGIZER HLDGS INC $1,8870.00%88 2641.9% $558 加仓
IBN ICICI BANK LIMITED $1,8880.00%65 -75-53.6% -$2,178 减仓
PRMB PRIMO BRANDS CORPORATION $1,8910.00%77 -15-16.3% -$368 减仓
LIVN LIVANOVA PLC $1,8920.00%23 527.8% $411 加仓
CG CARLYLE GROUP INC $1,8950.00%45 00.0% — 不变
PEN PENUMBRA INC $1,8950.00%6 00.0% — 不变
EVRG EVERGY INC $1,9020.00%22 210.0% $173 加仓
CHWY CHEWY INC $1,9070.00%97 -149-60.6% -$2,929 减仓
ET ENERGY TRANSFER L P $1,9120.00%100 00.0% — 不变
PDM PIEDMONT REALTY TRUST INC $1,9220.00%210 00.0% — 不变
TRP TC ENERGY CORP $1,9230.00%29 00.0% — 不变
NTES NETEASE COM INC $1,9230.00%15 15— $1,923 新建仓
KFY KORN FERRY $1,9320.00%29 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $1,9370.00%66 00.0% — 不变
REX REX AMERICAN RES CORP $1,9420.00%43 00.0% — 不变
LINE LINEAGE INC $1,9470.00%45 615.4% $260 加仓
AX AXOS FINANCIAL INC $1,9480.00%20 -5-20.0% -$487 减仓
TTC TORO CO $1,9490.00%20 -30-60.0% -$2,924 减仓
AAT AMERICAN ASSETS TR INC $1,9520.00%79 33.9% $74 加仓
FQAL FIDELITY COVINGTON TRUST $1,9530.00%24 00.0% — 不变
RARE ULTRAGENYX PHARMACEUTICAL IN $1,9710.00%59 1225.5% $401 加仓
COHR COHERENT CORP $1,9730.00%5 4400.0% $1,578 加仓
VRSK VERISK ANALYTICS INC $1,9750.00%11 110.0% $180 加仓
FER FERROVIAL NV $1,9900.00%29 00.0% — 不变
RMBS RAMBUS INC DEL $1,9920.00%15 00.0% — 不变
CNA CNA FINL CORP $1,9940.00%41 -13-24.1% -$632 减仓
PRAA PRA GROUP INC $1,9940.00%105 00.0% — 不变
CWT CALIFORNIA WTR SVC GROUP $1,9950.00%41 1032.3% $487 加仓
WRLD WORLD ACCEP CORPORATION $2,0160.00%9 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2,0410.00%23 -3-11.5% -$266 减仓
ODC OIL DRI CORP AMER $2,0450.00%20 00.0% — 不变
WRB BERKLEY W R CORP $2,0460.00%29 13.6% $71 加仓
PKX POSCO HOLDINGS INC $2,0560.00%40 40— $2,056 新建仓
VRNS VARONIS SYS INC $2,0570.00%49 -56-53.3% -$2,351 减仓
THC TENET HEALTHCARE CORP $2,0590.00%11 6120.0% $1,123 加仓
QLYS QUALYS INC $2,0630.00%15 141,400.0% $1,925 加仓
DPZ DOMINOS PIZZA INC $2,0730.00%7 00.0% — 不变
NWE NORTHWESTERN ENERGY GROUP IN $2,0770.00%29 00.0% — 不变
VOTE TCW ETF TRUST $2,1170.00%24 24— $2,117 新建仓
UAA UNDER ARMOUR INC $2,1220.00%332 -241-42.1% -$1,540 减仓
HLIT HARMONIC INC $2,1240.00%130 00.0% — 不变
DAR DARLING INGREDIENTS INC $2,1310.00%39 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $2,1320.00%22 -23-51.1% -$2,229 减仓
NTCT NETSCOUT SYS INC $2,1340.00%49 00.0% — 不变
DXCM DEXCOM INC $2,1560.00%32 -16-33.3% -$1,078 减仓
BDC BELDEN INC $2,1600.00%18 10125.0% $1,200 加仓
NFG NATIONAL FUEL GAS CO $2,1620.00%28 00.0% — 不变
HAYW HAYWARD HLDGS INC $2,1640.00%125 -55-30.6% -$952 减仓
JMSI J P MORGAN EXCHANGE TRADED F $2,1690.00%43 43— $2,169 新建仓
VNT VONTIER CORPORATION $2,1750.00%75 00.0% — 不变
RIOT RIOT PLATFORMS INC $2,1910.00%80 2033.3% $548 加仓
CELH CELSIUS HLDGS INC $2,1960.00%75 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC $2,1980.00%377 -97-20.5% -$566 减仓
CAVA CAVA GROUP INC $2,1980.00%28 00.0% — 不变
GBX GREENBRIER COS INC $2,2060.00%45 00.0% — 不变
IOT SAMSARA INC $2,2070.00%68 00.0% — 不变
AVA AVISTA CORP $2,2100.00%54 00.0% — 不变
ALC ALCON AG $2,2150.00%33 33— $2,215 新建仓
LNTH LANTHEUS HLDGS INC $2,2190.00%20 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $2,2310.00%15 -3-16.7% -$446 减仓
EXTR EXTREME NETWORKS INC $2,2340.00%69 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $2,2400.00%16 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $2,2420.00%30 00.0% — 不变
AEBI AEBI SCHMIDT HLDG AG $2,2470.00%179 179— $2,247 新建仓
BAX BAXTER INTL INC $2,2600.00%106 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC $2,2670.00%35 00.0% — 不变
MSBI MIDLAND STATES BANCORP INC $2,2740.00%73 00.0% — 不变
UDR UDR INC $2,2770.00%57 2262.9% $879 加仓
EXE EXPAND ENERGY CORPORATION $2,2800.00%25 738.9% $638 加仓
NWL NEWELL BRANDS INC $2,2830.00%372 9333.3% $571 加仓
OSK OSHKOSH CORP $2,3030.00%15 00.0% — 不变
EXPE EXPEDIA GROUP INC $2,3040.00%9 6200.0% $1,536 加仓
DRS LEONARDO DRS INC $2,3050.00%54 1228.6% $512 加仓
LEN/B LENNAR CORP $2,3070.00%26 -12-31.6% -$1,065 减仓
BFS SAUL CTRS INC $2,3560.00%63 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC $2,3560.00%38 00.0% — 不变
FSLR FIRST SOLAR INC $2,3600.00%10 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $2,3680.00%182 00.0% — 不变
EAGG ISHARES TR $2,3710.00%50 50— $2,371 新建仓
ATR APTARGROUP INC $2,3790.00%19 -42-68.9% -$5,259 减仓
FCFS FIRSTCASH HOLDINGS INC $2,3800.00%11 00.0% — 不变
MTRN MATERION CORP $2,3800.00%8 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $2,3840.00%50 -42-45.7% -$2,003 减仓
CASY CASEYS GEN STORES INC $2,3850.00%3 2200.0% $1,590 加仓
STM STMICROELECTRONICS N V $2,3970.00%32 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $2,4010.00%21 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $2,4170.00%27 417.4% $358 加仓
OTTR OTTER TAIL CORP $2,4300.00%27 00.0% — 不变
FND FLOOR & DECOR HLDGS INC $2,4340.00%41 41— $2,434 新建仓
RBLX ROBLOX CORP $2,4480.00%45 -109-70.8% -$5,930 减仓
YELP YELP INC $2,4520.00%100 -45-31.0% -$1,103 减仓
EPAM EPAM SYS INC $2,4600.00%31 31— $2,460 新建仓
SU SUNCOR ENERGY INC NEW $2,4700.00%46 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $2,4920.00%32 18128.6% $1,402 加仓
MCRI MONARCH CASINO & RESORT INC $2,5010.00%19 00.0% — 不变
ENTG ENTEGRIS INC $2,5190.00%14 00.0% — 不变
VLY VALLEY NATL BANCORP $2,5200.00%172 4636.5% $674 加仓
BCPC BALCHEM CORP $2,5350.00%15 00.0% — 不变