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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $8,973 | 0.00% | 25 | 5 | 25.0% | $1,795 | 重新持有 |
| FULT | FULTON FINL CORP PA | $9,011 | 0.00% | 443 | 0 | 0.0% | — | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $9,034 | 0.00% | 72 | 4 | 5.9% | $502 | 重新持有 |
| GIS | GENERAL MILLS INC | $9,048 | 0.00% | 243 | 115 | 89.8% | $4,282 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $9,067 | 0.00% | 23 | 8 | 53.3% | $3,154 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $9,090 | 0.00% | 70 | 48 | 218.2% | $6,233 | 重新持有 |
| O | REALTY INCOME CORP | $9,117 | 0.00% | 149 | 37 | 33.0% | $2,264 | 重新持有 |
| MAA | MID-AMER APT CMNTYS INC | $9,160 | 0.00% | 75 | 56 | 294.7% | $6,839 | 重新持有 |
| QSR | RESTAURANT BRANDS INTL INC | $9,312 | 0.00% | 126 | 18 | 16.7% | $1,330 | 重新持有 |
| IP | INTERNATIONAL PAPER CO | $9,390 | 0.00% | 263 | 61 | 30.2% | $2,178 | 重新持有 |
| RGA | REINSURANCE GROUP AMER INC | $9,392 | 0.00% | 46 | 11 | 31.4% | $2,246 | 重新持有 |
| TSN | TYSON FOODS INC | $9,419 | 0.00% | 147 | 122 | 488.0% | $7,817 | 重新持有 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $9,446 | 0.00% | 115 | 70 | 155.6% | $5,750 | 重新持有 |
| SCHC | SCHWAB STRATEGIC TR | $9,535 | 0.00% | 204 | 0 | 0.0% | — | 重新持有 |
| ALL | ALLSTATE CORP | $9,538 | 0.00% | 46 | 19 | 70.4% | $3,940 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $9,587 | 0.00% | 28 | -4 | -12.5% | -$1,370 | 重新持有 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $9,604 | 0.00% | 170 | 70 | 70.0% | $3,955 | 重新持有 |
| HMN | HORACE MANN EDUCATORS CORP N | $9,732 | 0.00% | 228 | 48 | 26.7% | $2,049 | 重新持有 |
| — | TAYLOR MORRISON HOME CORP | $9,785 | 0.00% | 168 | 0 | 0.0% | — | 重新持有 |
| HST | HOST HOTELS & RESORTS INC | $9,791 | 0.00% | 511 | 107 | 26.5% | $2,050 | 重新持有 |
| WWW | WOLVERINE WORLD WIDE INC | $9,858 | 0.00% | 604 | 9 | 1.5% | $147 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $9,864 | 0.00% | 9 | 2 | 28.6% | $2,192 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $9,910 | 0.00% | 28 | -5,666 | -99.5% | -$200.54万 | 减仓 |
| L | LOEWS CORP | $9,927 | 0.00% | 93 | 0 | 0.0% | — | 重新持有 |
| RPM | RPM INTL INC | $9,940 | 0.00% | 100 | -6 | -5.7% | -$596 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $9,944 | 0.00% | 129 | 6 | 4.9% | $463 | 重新持有 |
| NKE | NIKE INC | $9,984 | 0.00% | 189 | 9 | 5.0% | $475 | 重新持有 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.00万 | 0.00% | 154 | 0 | 0.0% | — | 重新持有 |
| PBF | PBF ENERGY INC | $1.01万 | 0.00% | 213 | 3 | 1.4% | $143 | 重新持有 |
| FISV | FISERV INC | $1.02万 | 0.00% | 182 | -168 | -48.0% | -$9,375 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.02万 | 0.00% | 25 | 0 | 0.0% | — | 重新持有 |
| AOM | ISHARES TR | $1.02万 | 0.00% | 216 | 0 | 0.0% | — | 重新持有 |
| TPR | TAPESTRY INC | $1.03万 | 0.00% | 73 | 28 | 62.2% | $3,951 | 重新持有 |
| ZION | ZIONS BANCORPORATION NATL AS | $1.04万 | 0.00% | 181 | 86 | 90.5% | $4,956 | 重新持有 |
| — | TOPBUILD COR | $1.05万 | 0.00% | 30 | -8 | -21.1% | -$2,810 | 重新持有 |
| TER | TERADYNE INC | $1.07万 | 0.00% | 36 | 36 | — | $1.07万 | 新建仓 |
| DTE | DTE ENERGY CO | $1.07万 | 0.00% | 73 | -4 | -5.2% | -$585 | 重新持有 |
| PCTY | PAYLOCITY HLDG CORP | $1.07万 | 0.00% | 99 | 23 | 30.3% | $2,485 | 重新持有 |
| HUBS | HUBSPOT INC | $1.07万 | 0.00% | 44 | 31 | 238.5% | $7,568 | 重新持有 |
| CNP | CENTERPOINT ENERGY INC | $1.08万 | 0.00% | 250 | -177 | -41.5% | -$7,640 | 重新持有 |
| VTR | VENTAS INC | $1.08万 | 0.00% | 132 | 68 | 106.2% | $5,562 | 重新持有 |
| OC | OWENS CORNING NEW | $1.08万 | 0.00% | 100 | -10 | -9.1% | -$1,082 | 重新持有 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.09万 | 0.00% | 147 | 0 | 0.0% | — | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $1.09万 | 0.00% | 356 | 356 | — | $1.09万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| WAB | WABTEC | $1.10万 | 0.00% | 44 | -5 | -10.2% | -$1,250 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $1.10万 | 0.00% | 52 | 28 | 116.7% | $5,933 | 重新持有 |
| SNAP | SNAP INC | $1.11万 | 0.00% | 2,409 | 1,220 | 102.6% | $5,612 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.12万 | 0.00% | 713 | 692 | 3,295.2% | $1.08万 | 重新持有 |
| EIX | EDISON INTL | $1.12万 | 0.00% | 153 | 141 | 1,175.0% | $1.03万 | 重新持有 |
| NTRA | NATERA INC | $1.12万 | 0.00% | 56 | 1 | 1.8% | $200 | 重新持有 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $1.12万 | 0.00% | 433 | 433 | — | $1.12万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1.12万 | 0.00% | 95 | 65 | 216.7% | $7,689 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $1.14万 | 0.00% | 118 | -55 | -31.8% | -$5,306 | 重新持有 |
| RBC | RBC BEARINGS INC | $1.14万 | 0.00% | 21 | 8 | 61.5% | $4,345 | 重新持有 |
| IWM | ISHARES TR | $1.14万 | 0.00% | 46 | -128 | -73.6% | -$3.17万 | 重新持有 |
| RY | ROYAL BK CDA | $1.15万 | 0.00% | 71 | 14 | 24.6% | $2,265 | 重新持有 |
| AOR | ISHARES TR | $1.15万 | 0.00% | 179 | 0 | 0.0% | — | 重新持有 |
| DASH | DOORDASH INC | $1.16万 | 0.00% | 77 | 0 | 0.0% | — | 重新持有 |
| GLDM | WORLD GOLD TR | $1.17万 | 0.00% | 126 | 0 | 0.0% | — | 重新持有 |
| TKR | TIMKEN CO | $1.17万 | 0.00% | 116 | 0 | 0.0% | — | 重新持有 |
| — | EA SERIES TRUST | $1.18万 | 0.00% | 430 | 430 | — | $1.18万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $1.19万 | 0.00% | 39 | -24 | -38.1% | -$7,304 | 重新持有 |
| GRNY | TIDAL TRUST I | $1.19万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| — | WEBSTER FINL CORP | $1.20万 | 0.00% | 173 | 38 | 28.1% | $2,638 | 重新持有 |
| NUE | NUCOR CORP | $1.22万 | 0.00% | 72 | 3 | 4.3% | $507 | 重新持有 |
| VRSN | VERISIGN INC | $1.22万 | 0.00% | 49 | -18 | -26.9% | -$4,483 | 重新持有 |
| HALO | HALOZYME THERAPEUTICS INC | $1.22万 | 0.00% | 189 | 17 | 9.9% | $1,099 | 重新持有 |
| AME | AMETEK INC | $1.22万 | 0.00% | 57 | 9 | 18.8% | $1,929 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $1.22万 | 0.00% | 68 | -5 | -6.8% | -$900 | 重新持有 |
| MSTR | STRATEGY INC | $1.24万 | 0.00% | 99 | -9,296 | -98.9% | -$116.02万 | 重新持有 |
| VEEV | VEEVA SYS INC | $1.25万 | 0.00% | 71 | -141 | -66.5% | -$2.48万 | 重新持有 |
| BRO | BROWN & BROWN INC | $1.25万 | 0.00% | 192 | -7 | -3.5% | -$457 | 重新持有 |
| — | SILA REALTY TRUST INC | $1.25万 | 0.00% | 529 | 0 | 0.0% | — | 重新持有 |
| PR | PERMIAN RESOURCES CORP | $1.28万 | 0.00% | 598 | 88 | 17.3% | $1,876 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. | $1.28万 | 0.00% | 76 | 0 | 0.0% | — | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC | $1.29万 | 0.00% | 46 | 0 | 0.0% | — | 重新持有 |
| VBK | VANGUARD INDEX FDS | $1.30万 | 0.00% | 43 | 0 | 0.0% | — | 重新持有 |
| IWR | ISHARES TR | $1.30万 | 0.00% | 134 | 0 | 0.0% | — | 重新持有 |
| MTG | MGIC INVT CORP WIS | $1.31万 | 0.00% | 498 | 78 | 18.6% | $2,048 | 重新持有 |
| TOL | TOLL BROTHERS INC | $1.31万 | 0.00% | 96 | 0 | 0.0% | — | 重新持有 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.32万 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $1.33万 | 0.00% | 150 | 0 | 0.0% | — | 重新持有 |
| R | RYDER SYS INC | $1.33万 | 0.00% | 65 | 0 | 0.0% | — | 重新持有 |
| ITT | ITT INC | $1.33万 | 0.00% | 70 | 50 | 250.0% | $9,527 | 重新持有 |
| PHM | PULTE GROUP INC | $1.35万 | 0.00% | 115 | -5 | -4.2% | -$588 | 重新持有 |
| FRME | FIRST MERCHANTS CORP | $1.36万 | 0.00% | 350 | 0 | 0.0% | — | 重新持有 |
| PDN | INVESCO EXCH TRADED FD TR II | $1.37万 | 0.00% | 315 | 0 | 0.0% | — | 重新持有 |
| SSD | SIMPSON MFG INC | $1.37万 | 0.00% | 80 | 0 | 0.0% | — | 重新持有 |
| HDV | ISHARES TR | $1.38万 | 0.00% | 102 | 0 | 0.0% | — | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.41万 | 0.00% | 163 | 163 | — | $1.41万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.41万 | 0.00% | 218 | 6 | 2.8% | $388 | 重新持有 |
| COO | COOPER COS INC | $1.41万 | 0.00% | 197 | 57 | 40.7% | $4,076 | 重新持有 |
| AMBA | AMBARELLA INC | $1.42万 | 0.00% | 275 | 0 | 0.0% | — | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.43万 | 0.00% | 49 | 39 | 390.0% | $1.14万 | 重新持有 |
| LBRT | LIBERTY ENERGY INC | $1.44万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| NWSA | NEWS CORP NEW | $1.45万 | 0.00% | 581 | 41 | 7.6% | $1,022 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.45万 | 0.00% | 200 | 49 | 32.5% | $3,564 | 重新持有 |
| NVO | NOVO-NORDISK A S | $1.46万 | 0.00% | 396 | -752 | -65.5% | -$2.76万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.46万 | 0.00% | 68 | 68 | — | $1.46万 | 新建仓 |