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 |
|---|---|---|---|---|---|---|---|---|
| FSSL | FS SPECIALTY LENDING FD | $2.46万 | 0.01% | 1,965 | 1,965 | — | $2.46万 | 新建仓 |
| BX | BLACKSTONE INC | $2.47万 | 0.01% | 215 | -70 | -24.6% | -$8,050 | 重新持有 |
| ORI | OLD REP INTL CORP | $2.51万 | 0.01% | 628 | 0 | 0.0% | — | 重新持有 |
| THG | HANOVER INS GROUP INC | $2.51万 | 0.01% | 145 | 0 | 0.0% | — | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.56万 | 0.01% | 353 | 9 | 2.6% | $652 | 重新持有 |
| LNC | LINCOLN NATL CORP IND | $2.56万 | 0.01% | 721 | 0 | 0.0% | — | 重新持有 |
| LH | LABCORP HOLDINGS INC | $2.59万 | 0.01% | 97 | 0 | 0.0% | — | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $2.62万 | 0.01% | 264 | 20 | 8.2% | $1,981 | 重新持有 |
| MTB | M & T BK CORP | $2.65万 | 0.01% | 128 | -6 | -4.5% | -$1,240 | 重新持有 |
| EWG | ISHARES INC | $2.66万 | 0.01% | 670 | 0 | 0.0% | — | 重新持有 |
| FICO | FAIR ISAAC CORP | $2.67万 | 0.01% | 25 | -6 | -19.4% | -$6,405 | 重新持有 |
| SNOW | SNOWFLAKE INC | $2.67万 | 0.01% | 177 | 4 | 2.3% | $603 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.67万 | 0.01% | 1,352 | -547 | -28.8% | -$1.08万 | 重新持有 |
| MET | METLIFE INC | $2.69万 | 0.01% | 381 | -19 | -4.8% | -$1,344 | 重新持有 |
| CSX | CSX CORP | $2.70万 | 0.01% | 657 | 7 | 1.1% | $287 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $2.70万 | 0.01% | 885 | 0 | 0.0% | — | 重新持有 |
| ROST | ROSS STORES INC | $2.71万 | 0.01% | 125 | 52 | 71.2% | $1.13万 | 重新持有 |
| PODD | INSULET CORP | $2.73万 | 0.01% | 130 | -45 | -25.7% | -$9,443 | 重新持有 |
| EBAY | EBAY INC. | $2.75万 | 0.01% | 302 | -10 | -3.2% | -$910 | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.75万 | 0.01% | 462 | 0 | 0.0% | — | 重新持有 |
| EWJ | ISHARES INC | $2.77万 | 0.01% | 328 | 0 | 0.0% | — | 重新持有 |
| — | MASIMO CORP | $2.77万 | 0.01% | 156 | 30 | 23.8% | $5,336 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $2.80万 | 0.01% | 304 | 7 | 2.4% | $645 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $2.80万 | 0.01% | 486 | -20 | -4.0% | -$1,153 | 重新持有 |
| STT | STATE STR CORP | $2.82万 | 0.01% | 223 | -24 | -9.7% | -$3,037 | 重新持有 |
| SNPS | SYNOPSYS INC | $2.85万 | 0.01% | 72 | -11 | -13.3% | -$4,362 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.89万 | 0.01% | 104 | 4 | 4.0% | $1,112 | 重新持有 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.93万 | 0.01% | 355 | -80 | -18.4% | -$6,594 | 重新持有 |
| MCHI | ISHARES TR | $2.95万 | 0.01% | 524 | 6 | 1.2% | $337 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $2.96万 | 0.01% | 71 | -6 | -7.8% | -$2,500 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $2.97万 | 0.01% | 105 | -172 | -62.1% | -$4.86万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $2.97万 | 0.01% | 108 | -7 | -6.1% | -$1,926 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $3.00万 | 0.01% | 613 | 0 | 0.0% | — | 重新持有 |
| ACGL | ARCH CAP GROUP LTD | $3.02万 | 0.01% | 314 | 8 | 2.6% | $769 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.03万 | 0.01% | 948 | -57 | -5.7% | -$1,825 | 重新持有 |
| GLW | CORNING INC | $3.06万 | 0.01% | 225 | -177 | -44.0% | -$2.41万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.07万 | 0.01% | 1,290 | -1,432 | -52.6% | -$3.41万 | 重新持有 |
| — | HONEYWELL INTL INC | $3.15万 | 0.01% | 139 | -9 | -6.1% | -$2,040 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $3.21万 | 0.01% | 74 | 6 | 8.8% | $2,604 | 重新持有 |
| SBUX | STARBUCKS CORP | $3.21万 | 0.01% | 359 | 40 | 12.5% | $3,581 | 重新持有 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.22万 | 0.01% | 456 | 400 | 714.3% | $2.82万 | 重新持有 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3.22万 | 0.01% | 1,895 | -266 | -12.3% | -$4,514 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $3.23万 | 0.01% | 1,126 | 664 | 143.7% | $1.91万 | 重新持有 |
| RVMD | REVOLUTION MEDICINES INC | $3.23万 | 0.01% | 332 | 190 | 133.8% | $1.85万 | 重新持有 |
| TDS | TELEPHONE & DATA SYS INC | $3.28万 | 0.01% | 780 | -60 | -7.1% | -$2,526 | 重新持有 |
| FTI | TECHNIPFMC PLC | $3.29万 | 0.01% | 476 | 156 | 48.8% | $1.08万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $3.29万 | 0.01% | 411 | 87 | 26.9% | $6,967 | 重新持有 |
| CTVA | CORTEVA INC | $3.31万 | 0.01% | 395 | 18 | 4.8% | $1,507 | 重新持有 |
| KR | KROGER CO | $3.31万 | 0.01% | 457 | -10 | -2.1% | -$724 | 重新持有 |
| CTAS | CINTAS CORP | $3.32万 | 0.01% | 196 | -109 | -35.7% | -$1.84万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $3.32万 | 0.01% | 441 | -53 | -10.7% | -$3,988 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $3.32万 | 0.01% | 253 | -161 | -38.9% | -$2.11万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $3.34万 | 0.01% | 295 | 39 | 15.2% | $4,414 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $3.36万 | 0.01% | 71 | -6 | -7.8% | -$2,840 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $3.37万 | 0.01% | 669 | 259 | 63.2% | $1.30万 | 重新持有 |
| USB | US BANCORP | $3.40万 | 0.01% | 654 | 65 | 11.0% | $3,381 | 重新持有 |
| VO | VANGUARD INDEX FDS | $3.42万 | 0.01% | 119 | 7 | 6.2% | $2,010 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.42万 | 0.01% | 261 | 77 | 41.8% | $1.01万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.46万 | 0.01% | 71 | 21 | 42.0% | $1.02万 | 重新持有 |
| CDE | COEUR MNG INC | $3.46万 | 0.01% | 1,845 | 0 | 0.0% | — | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $3.47万 | 0.01% | 101 | -16 | -13.7% | -$5,492 | 重新持有 |
| RL | RALPH LAUREN CORP | $3.47万 | 0.01% | 101 | 16 | 18.8% | $5,504 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $3.48万 | 0.01% | 370 | -234 | -38.7% | -$2.20万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $3.50万 | 0.01% | 526 | 170 | 47.8% | $1.13万 | 重新持有 |
| SLB | SLB LIMITED | $3.50万 | 0.01% | 682 | 139 | 25.6% | $7,143 | 重新持有 |
| BDX | BECTON DICKINSON & CO | $3.54万 | 0.01% | 225 | 173 | 332.7% | $2.72万 | 重新持有 |
| B | BARRICK MNG CORP | $3.57万 | 0.01% | 876 | 30 | 3.5% | $1,224 | 重新持有 |
| DHR | DANAHER CORP DEL | $3.58万 | 0.01% | 189 | 62 | 48.8% | $1.17万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.59万 | 0.01% | 104 | 9 | 9.5% | $3,106 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $3.60万 | 0.01% | 519 | -83 | -13.8% | -$5,752 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $3.60万 | 0.01% | 173 | -12 | -6.5% | -$2,497 | 重新持有 |
| — | KRANESHARES TRUST | $3.65万 | 0.01% | 1,129 | 2 | 0.2% | $65 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $3.66万 | 0.01% | 429 | -42 | -8.9% | -$3,580 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.68万 | 0.01% | 181 | -11 | -5.7% | -$2,235 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $3.70万 | 0.01% | 187 | 3 | 1.6% | $593 | 重新持有 |
| IJT | ISHARES TR | $3.72万 | 0.01% | 257 | -42 | -14.0% | -$6,081 | 重新持有 |
| FIX | COMFORT SYS USA INC | $3.72万 | 0.01% | 27 | 9 | 50.0% | $1.24万 | 重新持有 |
| AZN | ASTRAZENECA PLC | $3.79万 | 0.01% | 192 | 192 | — | $3.79万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.83万 | 0.01% | 83 | -18 | -17.8% | -$8,298 | 重新持有 |
| ZTS | ZOETIS INC | $3.83万 | 0.01% | 324 | 184 | 131.4% | $2.18万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $3.84万 | 0.01% | 466 | -114 | -19.7% | -$9,404 | 重新持有 |
| VLO | VALERO ENERGY CORP | $3.85万 | 0.01% | 156 | 0 | 0.0% | — | 重新持有 |
| WM | WASTE MGMT INC DEL | $3.87万 | 0.01% | 168 | 32 | 23.5% | $7,369 | 重新持有 |
| KKR | KKR & CO INC | $3.89万 | 0.01% | 420 | -57 | -11.9% | -$5,273 | 重新持有 |
| EMB | ISHARES TR | $3.92万 | 0.01% | 417 | 417 | — | $3.92万 | 新建仓 |
| OKE | ONEOK INC NEW | $3.93万 | 0.01% | 435 | 100 | 29.9% | $9,039 | 重新持有 |
| MSCI | MSCI INC | $3.93万 | 0.01% | 73 | 9 | 14.1% | $4,851 | 重新持有 |
| NEM | NEWMONT CORP | $3.94万 | 0.01% | 364 | 40 | 12.3% | $4,329 | 重新持有 |
| NET | CLOUDFLARE INC | $3.94万 | 0.01% | 191 | -18 | -8.6% | -$3,714 | 重新持有 |
| AZO | AUTOZONE INC | $4.05万 | 0.01% | 12 | -3 | -20.0% | -$1.01万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.07万 | 0.01% | 104 | 3 | 3.0% | $1,175 | 重新持有 |
| GM | GENERAL MTRS CO | $4.08万 | 0.01% | 548 | 21 | 4.0% | $1,562 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.22万 | 0.01% | 108 | 2 | 1.9% | $781 | 重新持有 |
| TMUS | T-MOBILE US INC | $4.23万 | 0.01% | 202 | -225 | -52.7% | -$4.71万 | 重新持有 |
| ITOT | ISHARES TR | $4.33万 | 0.01% | 304 | 0 | 0.0% | — | 重新持有 |
| IJS | ISHARES TR | $4.35万 | 0.01% | 367 | 0 | 0.0% | — | 重新持有 |
| AMP | AMERIPRISE FINL INC | $4.36万 | 0.01% | 98 | -68 | -41.0% | -$3.02万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $4.41万 | 0.01% | 201 | -16 | -7.4% | -$3,507 | 重新持有 |
| NTRS | NORTHERN TR CORP | $4.44万 | 0.01% | 318 | -242 | -43.2% | -$3.38万 | 重新持有 |
| SRE | SEMPRA | $4.59万 | 0.01% | 472 | 16 | 3.5% | $1,555 | 重新持有 |