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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $4.67万 | 0.01% | 27 | -5 | -15.6% | -$8,645 | 重新持有 |
| PAYX | PAYCHEX INC | $4.68万 | 0.01% | 508 | -22,973 | -97.8% | -$211.42万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $4.68万 | 0.01% | 272 | 227 | 504.4% | $3.91万 | 重新持有 |
| XAR | SPDR SERIES TRUST | $4.72万 | 0.01% | 186 | 186 | — | $4.72万 | 新建仓 |
| QCOM | QUALCOMM INC | $4.73万 | 0.01% | 367 | -182 | -33.2% | -$2.34万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $4.73万 | 0.01% | 224 | 25 | 12.6% | $5,283 | 重新持有 |
| D | DOMINION ENERGY INC | $4.80万 | 0.01% | 777 | 293 | 60.5% | $1.81万 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $4.84万 | 0.01% | 279 | 106 | 61.3% | $1.84万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $4.86万 | 0.01% | 245 | 10 | 4.3% | $1,983 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $4.89万 | 0.01% | 1,052 | 539 | 105.1% | $2.50万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $4.89万 | 0.01% | 780 | -408 | -34.3% | -$2.56万 | 重新持有 |
| LGND | LIGAND PHARMACEUTICALS INC | $4.91万 | 0.01% | 246 | -50 | -16.9% | -$9,983 | 重新持有 |
| MCO | MOODYS CORP | $4.93万 | 0.01% | 113 | 2 | 1.8% | $873 | 重新持有 |
| IDXX | IDEXX LABS INC | $4.94万 | 0.01% | 88 | -18 | -17.0% | -$1.01万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $4.95万 | 0.01% | 993 | 493 | 98.6% | $2.46万 | 重新持有 |
| CLF | CLEVELAND-CLIFFS INC NEW | $4.98万 | 0.01% | 5,896 | 0 | 0.0% | — | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $4.99万 | 0.01% | 59 | -4 | -6.3% | -$3,384 | 重新持有 |
| SHOP | SHOPIFY INC | $5.01万 | 0.01% | 422 | 206 | 95.4% | $2.44万 | 重新持有 |
| URI | UNITED RENTALS INC | $5.03万 | 0.01% | 69 | -6 | -8.0% | -$4,371 | 重新持有 |
| APP | APPLOVIN CORP | $5.05万 | 0.01% | 127 | -16 | -11.2% | -$6,368 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $5.07万 | 0.01% | 862 | 22 | 2.6% | $1,293 | 重新持有 |
| C | CITIGROUP INC | $5.08万 | 0.01% | 448 | -49 | -9.9% | -$5,557 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $5.20万 | 0.01% | 1,895 | 205 | 12.1% | $5,629 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $5.21万 | 0.01% | 424 | 20 | 5.0% | $2,456 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $5.22万 | 0.01% | 45 | -2 | -4.3% | -$2,318 | 重新持有 |
| UNM | UNUM GROUP | $5.23万 | 0.01% | 716 | -12 | -1.6% | -$876 | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $5.30万 | 0.01% | 458 | -170 | -27.1% | -$1.97万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $5.36万 | 0.01% | 1,840 | 0 | 0.0% | — | 重新持有 |
| UNP | UNION PAC CORP | $5.39万 | 0.01% | 222 | -9,911 | -97.8% | -$240.46万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $5.42万 | 0.01% | 1,616 | 204 | 14.4% | $6,839 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.46万 | 0.01% | 122 | -6 | -4.7% | -$2,684 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $5.54万 | 0.01% | 321 | 199 | 163.1% | $3.43万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $5.58万 | 0.01% | 806 | 188 | 30.4% | $1.30万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $5.58万 | 0.01% | 544 | -88 | -13.9% | -$9,033 | 重新持有 |
| SNDK | SANDISK CORP | $5.59万 | 0.01% | 88 | 1 | 1.1% | $635 | 重新持有 |
| ABNB | AIRBNB INC | $5.62万 | 0.01% | 445 | 104 | 30.5% | $1.31万 | 重新持有 |
| RMD | RESMED INC | $5.68万 | 0.01% | 253 | -15 | -5.6% | -$3,367 | 重新持有 |
| ASML | ASML HLDG NV | $5.68万 | 0.01% | 43 | 8 | 22.9% | $1.06万 | 重新持有 |
| BNY | BANK NEW YORK MELLON CORP | $5.84万 | 0.01% | 492 | 6 | 1.2% | $712 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.85万 | 0.01% | 250 | -205 | -45.1% | -$4.80万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $5.87万 | 0.01% | 270 | -131 | -32.7% | -$2.85万 | 重新持有 |
| BA | BOEING CO | $5.91万 | 0.01% | 297 | -10 | -3.3% | -$1,990 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $6.00万 | 0.01% | 67 | -6 | -8.2% | -$5,372 | 重新持有 |
| KLAC | KLA CORP | $6.04万 | 0.01% | 41 | 4 | 10.8% | $5,890 | 重新持有 |
| INTC | INTEL CORP | $6.14万 | 0.01% | 1,391 | 664 | 91.3% | $2.93万 | 重新持有 |
| TFC | TRUIST FINL CORP | $6.16万 | 0.01% | 1,341 | -53 | -3.8% | -$2,436 | 重新持有 |
| WELL | WELLTOWER INC | $6.19万 | 0.01% | 313 | -22 | -6.6% | -$4,350 | 重新持有 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $6.26万 | 0.01% | 3,355 | 0 | 0.0% | — | 重新持有 |
| CRM | SALESFORCE INC | $6.31万 | 0.01% | 338 | -157 | -31.7% | -$2.93万 | 重新持有 |
| CB | CHUBB LTD SWITZ | $6.36万 | 0.01% | 195 | 32 | 19.6% | $1.04万 | 重新持有 |
| DES | WISDOMTREE TR | $6.42万 | 0.01% | 1,785 | 0 | 0.0% | — | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $6.43万 | 0.01% | 820 | -139 | -14.5% | -$1.09万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.49万 | 0.01% | 132 | 75 | 131.6% | $3.69万 | 重新持有 |
| KEY | KEYCORP | $6.60万 | 0.02% | 3,292 | 20 | 0.6% | $401 | 重新持有 |
| IBTK | ISHARES TR | $6.67万 | 0.02% | 3,384 | -732 | -17.8% | -$1.44万 | 重新持有 |
| PWR | QUANTA SVCS INC | $6.70万 | 0.02% | 122 | 3 | 2.5% | $1,647 | 重新持有 |
| APH | AMPHENOL CORP | $6.72万 | 0.02% | 532 | -23 | -4.1% | -$2,906 | 重新持有 |
| CME | CME GROUP INC | $6.77万 | 0.02% | 229 | 15 | 7.0% | $4,434 | 重新持有 |
| BITB | BITWISE BITCOIN ETF TR | $6.80万 | 0.02% | 1,846 | 0 | 0.0% | — | 重新持有 |
| PGR | PROGRESSIVE CORP | $6.94万 | 0.02% | 350 | 37 | 11.8% | $7,335 | 重新持有 |
| INTU | INTUIT | $7.00万 | 0.02% | 162 | -125 | -43.6% | -$5.40万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $7.02万 | 0.02% | 385 | -12 | -3.0% | -$2,189 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.05万 | 0.02% | 448 | -76 | -14.5% | -$1.20万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7.05万 | 0.02% | 232 | 15 | 6.9% | $4,561 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $7.24万 | 0.02% | 339 | -7 | -2.0% | -$1,494 | 重新持有 |
| LOW | LOWES COS INC | $7.40万 | 0.02% | 313 | -14 | -4.3% | -$3,308 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $7.41万 | 0.02% | 342 | 24 | 7.5% | $5,198 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $7.48万 | 0.02% | 1,220 | 494 | 68.0% | $3.03万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $7.58万 | 0.02% | 18 | 1 | 5.9% | $4,210 | 重新持有 |
| PEY | INVESCO EXCHANGE TRADED FD T | $7.58万 | 0.02% | 3,540 | 0 | 0.0% | — | 重新持有 |
| DBEF | DBX ETF TR | $7.63万 | 0.02% | 1,544 | -305 | -16.5% | -$1.51万 | 重新持有 |
| CI | THE CIGNA GROUP | $7.74万 | 0.02% | 290 | 13 | 4.7% | $3,468 | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC | $7.78万 | 0.02% | 397 | 10 | 2.6% | $1,960 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $7.94万 | 0.02% | 1,272 | 0 | 0.0% | — | 重新持有 |
| LOPE | GRAND CANYON ED INC | $7.99万 | 0.02% | 470 | 0 | 0.0% | — | 重新持有 |
| BLK | BLACKROCK INC | $8.03万 | 0.02% | 83 | -7 | -7.8% | -$6,771 | 重新持有 |
| PBW | INVESCO EXCHANGE TRADED FD T | $8.16万 | 0.02% | 2,585 | 2,585 | — | $8.16万 | 新建仓 |
| TLH | ISHARES TR | $8.21万 | 0.02% | 815 | 815 | — | $8.21万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $8.27万 | 0.02% | 296 | -13 | -4.2% | -$3,630 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $8.29万 | 0.02% | 1,276 | 173 | 15.7% | $1.12万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $8.32万 | 0.02% | 1,157 | 28 | 2.5% | $2,014 | 重新持有 |
| AON | AON PLC | $8.39万 | 0.02% | 260 | -63 | -19.5% | -$2.03万 | 重新持有 |
| BAC | BANK AMERICA CORP | $8.48万 | 0.02% | 1,739 | -3 | -0.2% | -$146 | 重新持有 |
| NOW | SERVICENOW INC | $8.51万 | 0.02% | 814 | 665 | 446.3% | $6.95万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $8.52万 | 0.02% | 315 | 41 | 15.0% | $1.11万 | 重新持有 |
| MO | ALTRIA GROUP INC | $8.61万 | 0.02% | 1,304 | 31 | 2.4% | $2,046 | 重新持有 |
| IBTL | ISHARES TR | $8.63万 | 0.02% | 4,230 | 0 | 0.0% | — | 重新持有 |
| CVS | CVS HEALTH CORP | $9.01万 | 0.02% | 1,254 | 40 | 3.3% | $2,873 | 重新持有 |
| ACWI | ISHARES TR | $9.67万 | 0.02% | 699 | -362 | -34.1% | -$5.01万 | 重新持有 |
| PSX | PHILLIPS 66 | $9.67万 | 0.02% | 531 | 46 | 9.5% | $8,380 | 重新持有 |
| IAGG | ISHARES TR | $10.01万 | 0.02% | 2,001 | 2,001 | — | $10.01万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $10.12万 | 0.02% | 347 | 0 | 0.0% | — | 重新持有 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $10.31万 | 0.02% | 2,218 | 1,885 | 566.1% | $8.76万 | 重新持有 |
| IWD | ISHARES TR | $10.49万 | 0.02% | 491 | -275 | -35.9% | -$5.88万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $10.72万 | 0.02% | 337 | 38 | 12.7% | $1.21万 | 重新持有 |
| TJX | TJX COS INC NEW | $10.78万 | 0.02% | 675 | 102 | 17.8% | $1.63万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $10.89万 | 0.03% | 2,169 | 144 | 7.1% | $7,230 | 重新持有 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.92万 | 0.03% | 5,593 | -2,094 | -27.2% | -$4.09万 | 重新持有 |
| MPC | MARATHON PETE CORP | $11.06万 | 0.03% | 453 | -86 | -16.0% | -$2.10万 | 重新持有 |
| IJR | ISHARES TR | $11.07万 | 0.03% | 891 | -29 | -3.2% | -$3,604 | 重新持有 |