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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $11.10万 | 0.03% | 224 | 20 | 9.8% | $9,908 | 重新持有 |
| NLR | VANECK ETF TRUST | $11.21万 | 0.03% | 841 | 841 | — | $11.21万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $11.69万 | 0.03% | 342 | 51 | 17.5% | $1.74万 | 重新持有 |
| ICVT | ISHARES TR | $11.74万 | 0.03% | 1,153 | 1,153 | — | $11.74万 | 新建仓 |
| AFL | AFLAC INC | $11.84万 | 0.03% | 1,079 | -12 | -1.1% | -$1,317 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $11.85万 | 0.03% | 4,623 | -864 | -15.7% | -$2.22万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $11.89万 | 0.03% | 1,961 | 1,168 | 147.3% | $7.08万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $11.90万 | 0.03% | 501 | 1 | 0.2% | $237 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $11.95万 | 0.03% | 913 | -179 | -16.4% | -$2.34万 | 重新持有 |
| RTX | RTX CORPORATION | $12.10万 | 0.03% | 627 | -74 | -10.6% | -$1.43万 | 重新持有 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $12.21万 | 0.03% | 6,223 | -2,093 | -25.2% | -$4.11万 | 重新持有 |
| SYSB | ISHARES TR | $12.39万 | 0.03% | 1,392 | 1,392 | — | $12.39万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $12.41万 | 0.03% | 610 | 94 | 18.2% | $1.91万 | 重新持有 |
| MCD | MCDONALDS CORP | $12.56万 | 0.03% | 404 | -44 | -9.8% | -$1.37万 | 重新持有 |
| AIQ | GLOBAL X FDS | $12.95万 | 0.03% | 2,775 | 0 | 0.0% | — | 重新持有 |
| VV | VANGUARD INDEX FDS | $13.15万 | 0.03% | 440 | 0 | 0.0% | — | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $13.52万 | 0.03% | 3,518 | 1,203 | 52.0% | $4.62万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $14.06万 | 0.03% | 331 | 0 | 0.0% | — | 重新持有 |
| VTV | VANGUARD INDEX FDS | $14.84万 | 0.03% | 756 | -443 | -36.9% | -$8.70万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $14.94万 | 0.03% | 494 | -125 | -20.2% | -$3.78万 | 重新持有 |
| CQP | CHENIERE ENERGY PARTNERS L P | $15.07万 | 0.03% | 2,332 | 0 | 0.0% | — | 重新持有 |
| IBTM | ISHARES TR | $15.26万 | 0.04% | 6,653 | 149 | 2.3% | $3,417 | 重新持有 |
| ENB | ENBRIDGE INC | $15.27万 | 0.04% | 2,821 | -353 | -11.1% | -$1.91万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $15.33万 | 0.04% | 454 | -7 | -1.5% | -$2,364 | 重新持有 |
| WMB | WILLIAMS COS INC | $15.45万 | 0.04% | 2,123 | 80 | 3.9% | $5,822 | 重新持有 |
| SYK | STRYKER CORPORATION | $15.50万 | 0.04% | 472 | -4 | -0.8% | -$1,314 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $16.36万 | 0.04% | 2,307 | 0 | 0.0% | — | 重新持有 |
| T | AT&T INC | $16.99万 | 0.04% | 5,861 | -311 | -5.0% | -$9,016 | 重新持有 |
| — | THOMSON REUTERS CORP | $17.02万 | 0.04% | 1,891 | -25,420 | -93.1% | -$228.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $17.36万 | 0.04% | 1,050 | 1 | 0.1% | $165 | 重新持有 |
| DFUV | DIMENSIONAL ETF TRUST | $17.75万 | 0.04% | 3,662 | 0 | 0.0% | — | 重新持有 |
| STIP | ISHARES TR | $19.40万 | 0.04% | 1,876 | 1,876 | — | $19.40万 | 新建仓 |
| GEV | GE VERNOVA INC | $19.47万 | 0.04% | 223 | 0 | 0.0% | — | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $19.77万 | 0.05% | 809 | 93 | 13.0% | $2.27万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $19.92万 | 0.05% | 1,379 | 15 | 1.1% | $2,167 | 重新持有 |
| IWF | ISHARES TR | $20.13万 | 0.05% | 472 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $20.66万 | 0.05% | 728 | -9 | -1.2% | -$2,554 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $20.67万 | 0.05% | 342 | -36 | -9.5% | -$2.18万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $21.50万 | 0.05% | 933 | 5 | 0.5% | $1,152 | 重新持有 |
| WFC | WELLS FARGO & CO | $21.56万 | 0.05% | 2,708 | -281 | -9.4% | -$2.24万 | 重新持有 |
| KO | COCA COLA CO | $22.30万 | 0.05% | 2,932 | 305 | 11.6% | $2.32万 | 重新持有 |
| V | VISA INC | $22.44万 | 0.05% | 742 | -211 | -22.1% | -$6.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.68万 | 0.05% | 671 | -77 | -10.3% | -$2.60万 | 重新持有 |
| CSCO | CISCO SYS INC | $23.01万 | 0.05% | 2,965 | 211 | 7.7% | $1.64万 | 加仓 |
| COP | CONOCOPHILLIPS | $25.15万 | 0.06% | 1,905 | 376 | 24.6% | $4.96万 | 重新持有 |
| PFF | ISHARES TR | $25.27万 | 0.06% | 8,333 | 8,333 | — | $25.27万 | 新建仓 |
| IJJ | ISHARES TR | $27.20万 | 0.06% | 2,053 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $27.40万 | 0.06% | 1,487 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $28.78万 | 0.07% | 659 | -1 | -0.2% | -$437 | 减仓 |
| NEE | NEXTERA ENERGY INC | $28.80万 | 0.07% | 3,100 | 19 | 0.6% | $1,765 | 重新持有 |
| XEL | XCEL ENERGY INC | $29.49万 | 0.07% | 3,713 | 459 | 14.1% | $3.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $30.94万 | 0.07% | 3,509 | 3,509 | — | $30.94万 | 新建仓 |
| IEMG | ISHARES INC | $32.60万 | 0.07% | 4,674 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $34.83万 | 0.08% | 12,405 | 1,632 | 15.1% | $4.58万 | 加仓 |
| MRK | MERCK & CO INC | $35.69万 | 0.08% | 2,967 | 736 | 33.0% | $8.85万 | 加仓 |
| HEFA | ISHARES TR | $35.78万 | 0.08% | 8,419 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $37.24万 | 0.09% | 12,808 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $38.51万 | 0.09% | 3,965 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $40.20万 | 0.09% | 7,741 | 7,741 | — | $40.20万 | 新建仓 |
| IWB | ISHARES TR | $41.75万 | 0.10% | 1,171 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $42.37万 | 0.10% | 3,863 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES TR | $42.44万 | 0.10% | 17,403 | 56 | 0.3% | $1,366 | 加仓 |
| TXN | TEXAS INSTRS INC | $48.85万 | 0.11% | 2,516 | 1,126 | 81.0% | $21.86万 | 加仓 |
| ETN | EATON CORP PLC | $53.22万 | 0.12% | 1,488 | 593 | 66.3% | $21.21万 | 加仓 |
| TSLA | TESLA INC | $54.52万 | 0.13% | 1,466 | 82 | 5.9% | $3.05万 | 加仓 |
| FTNT | FORTINET INC | $55.95万 | 0.13% | 6,847 | 437 | 6.8% | $3.57万 | 加仓 |
| HYDB | ISHARES TR | $58.97万 | 0.14% | 12,677 | 3,817 | 43.1% | $17.76万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $59.12万 | 0.14% | 32,358 | 0 | 0.0% | — | 不变 |
| BRTR | BLACKROCK ETF TRUST II | $60.68万 | 0.14% | 12,090 | 12,090 | — | $60.68万 | 新建仓 |
| IVV | ISHARES TR | $63.70万 | 0.15% | 975 | 11 | 1.1% | $7,186 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $65.02万 | 0.15% | 1,988 | 363 | 22.3% | $11.87万 | 加仓 |
| ORCL | ORACLE CORP | $65.46万 | 0.15% | 4,450 | 156 | 3.6% | $2.29万 | 加仓 |
| LLY | ELI LILLY & CO | $69.05万 | 0.16% | 751 | -30 | -3.8% | -$2.76万 | 减仓 |
| GOOG | ALPHABET INC | $81.81万 | 0.19% | 2,852 | 361 | 14.5% | $10.36万 | 加仓 |
| META | META PLATFORMS INC | $84.54万 | 0.19% | 1,478 | 61 | 4.3% | $3.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $117.05万 | 0.27% | 8,002 | 1,426 | 21.7% | $20.86万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $118.67万 | 0.27% | 57,641 | 2,136 | 3.8% | $4.40万 | 加仓 |
| BOXX | EA SERIES TRUST | $120.60万 | 0.28% | 10,371 | 3,245 | 45.5% | $37.74万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $122.47万 | 0.28% | 73,254 | 2,334 | 3.3% | $3.90万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $128.03万 | 0.29% | 57,181 | 18,587 | 48.2% | $41.62万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $129.16万 | 0.30% | 4,768 | -83 | -1.7% | -$2.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.37万 | 0.32% | 2,143 | -42 | -1.9% | -$2.73万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $147.58万 | 0.34% | 72,261 | 1,805 | 2.6% | $3.69万 | 加仓 |
| NFLX | NETFLIX INC. | $151.41万 | 0.35% | 15,747 | 1,883 | 13.6% | $18.11万 | 加仓 |
| IGIB | ISHARES TR | $169.73万 | 0.39% | 31,892 | 12,874 | 67.7% | $68.52万 | 加仓 |
| AAUA | EA SERIES TRUST | $176.53万 | 0.41% | 36,070 | 36,070 | — | $176.53万 | 新建仓 |
| AAUS | EA SERIES TRUST | $185.58万 | 0.43% | 35,428 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $191.52万 | 0.44% | 4,503 | -22 | -0.5% | -$9,357 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $194.98万 | 0.45% | 52,542 | -1,781 | -3.3% | -$6.61万 | 减仓 |
| FRDM | EA SERIES TRUST | $213.22万 | 0.49% | 39,016 | 18,748 | 92.5% | $102.46万 | 加仓 |
| WAT | WATERS CORP | $224.27万 | 0.52% | 7,531 | -175 | -2.3% | -$5.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $225.00万 | 0.52% | 3,765 | -51 | -1.3% | -$3.05万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $231.01万 | 0.53% | 49,809 | -1,451 | -2.8% | -$6.73万 | 减仓 |
| GOVT | ISHARES TR | $240.17万 | 0.55% | 104,831 | 35,211 | 50.6% | $80.67万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $248.66万 | 0.57% | 30,717 | -282 | -0.9% | -$2.28万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $266.83万 | 0.61% | 79,555 | 7,859 | 11.0% | $26.36万 | 加仓 |
| IWP | ISHARES TR | $268.23万 | 0.62% | 20,936 | -454 | -2.1% | -$5.82万 | 减仓 |
| HD | HOME DEPOT INC | $271.55万 | 0.62% | 8,257 | 225 | 2.8% | $7.40万 | 加仓 |
| UL | UNILEVER PLC | $284.34万 | 0.65% | 49,911 | -447 | -0.9% | -$2.55万 | 减仓 |
| MS | MORGAN STANLEY | $288.23万 | 0.66% | 17,514 | -242 | -1.4% | -$3.98万 | 减仓 |