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
RY ROYAL BK CDA $1.47万0.00%71 00.0% — 不变
PODD INSULET CORP $1.48万0.00%97 -33-25.4% -$5,025 减仓
IWR ISHARES TR $1.48万0.00%134 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $1.48万0.00%189 00.0% — 不变
HON HONEYWELL INTL INC $1.49万0.00%67 -72-51.8% -$1.60万 减仓
TOL TOLL BROTHERS INC $1.50万0.00%91 -5-5.2% -$824 减仓
JBHT HUNT J B TRANS SVCS INC $1.51万0.00%52 00.0% — 不变
PHM PULTE GROUP INC $1.52万0.00%111 -4-3.5% -$549 减仓
MPWR MONOLITHIC PWR SYS INC $1.52万0.00%11 222.2% $2,772 加仓
BLCR BLACKROCK ETF TRUST $1.53万0.00%303 303— $1.53万 新建仓
FRME FIRST MERCHANTS CORP $1.53万0.00%350 00.0% — 不变
PRU PRUDENTIAL FINL INC $1.57万0.00%145 -25-14.7% -$2,698 减仓
VBK VANGUARD INDEX FDS $1.57万0.00%43 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $1.58万0.00%155 10.6% $102 加仓
MCK MCKESSON CORP $1.59万0.00%21 00.0% — 不变
AEE AMEREN CORP $1.59万0.00%141 42.9% $452 加仓
CRS CARPENTER TECHNOLOGY CORP $1.60万0.00%26 313.0% $1,851 加仓
— SILA REALTY TRUST INC $1.61万0.00%529 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $1.61万0.00%68 00.0% — 不变
NVT NVENT ELEC PLC $1.61万0.00%95 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $1.62万0.00%911 19827.8% $3,512 加仓
PCTY PAYLOCITY HLDG CORP $1.62万0.00%155 5656.6% $5,854 加仓
CFG CITIZENS FINL GROUP INC $1.63万0.00%232 -44-15.9% -$3,083 减仓
IUSV ISHARES TR $1.63万0.00%148 00.0% — 不变
BKU BANKUNITED INC $1.64万0.00%338 00.0% — 不变
IDVO AMPLIFY ETF TR $1.64万0.00%390 390— $1.64万 新建仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1.66万0.00%442 442— $1.66万 新建仓
AA ALCOA CORP $1.66万0.00%318 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $1.67万0.00%165 21.2% $202 加仓
HIG HARTFORD INSURANCE GROUP INC $1.67万0.00%126 10.8% $133 加仓
RKLB ROCKET LAB CORP $1.68万0.00%165 7889.7% $7,929 加仓
LVS LAS VEGAS SANDS CORP $1.69万0.00%366 -43-10.5% -$1,986 减仓
VYM VANGUARD WHITEHALL FDS $1.69万0.00%107 00.0% — 不变
GLD SPDR GOLD TR $1.69万0.00%46 00.0% — 不变
STLD STEEL DYNAMICS INC $1.70万0.00%74 68.8% $1,377 加仓
MMM 3M CO $1.70万0.00%105 21.9% $324 加仓
BLND BLEND LABS INC $1.71万0.00%10,000 00.0% — 不变
R RYDER SYS INC $1.71万0.00%65 00.0% — 不变
VMC VULCAN MATLS CO $1.72万0.00%58 -5-7.9% -$1,479 减仓
NUE NUCOR CORP $1.72万0.00%77 56.9% $1,114 加仓
BHP BHP BILLITON LIMITED $1.73万0.00%208 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.75万0.00%273 51.9% $320 加仓
DOV DOVER CORP $1.75万0.00%78 22.6% $449 加仓
TEL TE CONNECTIVITY PLC $1.75万0.00%87 22.4% $402 加仓
MFC MANULIFE FINL CORP $1.76万0.00%435 00.0% — 不变
SF STIFEL FINL CORP $1.77万0.00%253 -67-20.9% -$4,675 减仓
DKS DICKS SPORTING GOODS INC $1.77万0.00%78 00.0% — 不变
TER TERADYNE INC $1.79万0.00%37 12.8% $484 加仓
PCAR PACCAR INC $1.79万0.00%149 -4-2.6% -$482 减仓
DHR DANAHER CORP DEL $1.81万0.00%95 -94-49.7% -$1.79万 减仓
APD AIR PRODUCTS AND CHEMICALS I $1.82万0.00%62 610.7% $1,759 加仓
EME EMCOR GROUP INC $1.83万0.00%22 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $1.84万0.00%68 -24-26.1% -$6,492 减仓
NGG NATIONAL GRID PLC $1.84万0.00%222 168311.1% $1.39万 加仓
SHEL SHELL PLC $1.85万0.00%238 00.0% — 不变
NTRA NATERA INC $1.85万0.00%68 1221.4% $3,258 加仓
BIL SPDR SERIES TRUST $1.85万0.00%202 202— $1.85万 新建仓
AXSM AXSOME THERAPEUTICS INC $1.86万0.00%76 00.0% — 不变
HAL HALLIBURTON CO $1.87万0.00%549 275.2% $917 加仓
COIN COINBASE GLOBAL INC $1.89万0.00%129 87207.1% $1.27万 加仓
TEM TEMPUS AI INC $1.89万0.00%327 00.0% — 不变
SSD SIMPSON MFG INC $1.91万0.00%91 1113.8% $2,303 加仓
HRL HORMEL FOODS CORP $1.92万0.00%773 152.0% $372 加仓
NDAQ NASDAQ INC $1.92万0.00%244 114.7% $867 加仓
RPM RPM INTL INC $1.93万0.00%174 7474.0% $8,225 加仓
OC OWENS CORNING NEW $1.94万0.00%122 2222.0% $3,497 加仓
LEN LENNAR CORP $1.95万0.00%215 2312.0% $2,081 加仓
DOC HEALTHPEAK PROPERTIES INC $1.95万0.00%910 00.0% — 不变
ESGU ISHARES TR $1.95万0.00%119 119— $1.95万 新建仓
EWBC EAST WEST BANCORP INC $1.95万0.00%151 -14-8.5% -$1,807 减仓
CNC CENTENE CORP DEL $1.96万0.00%305 10451.7% $6,676 加仓
ILMN ILLUMINA INC $1.97万0.00%112 71173.2% $1.25万 加仓
BKD BROOKDALE SR LIVING INC $1.97万0.00%1,225 00.0% — 不变
GRMN GARMIN LTD $1.97万0.00%83 -8-8.8% -$1,900 减仓
JXN JACKSON FINANCIAL INC $2.00万0.00%195 00.0% — 不变
MOD MODINE MFG CO $2.00万0.00%75 00.0% — 不变
ETR ENTERGY CORP NEW $2.02万0.00%176 95.4% $1,034 加仓
VOT VANGUARD INDEX FDS $2.07万0.00%68 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $2.08万0.00%45 -26-36.6% -$1.20万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $2.08万0.00%323 323— $2.08万 新建仓
MCHP MICROCHIP TECHNOLOGY INC $2.09万0.00%229 115.0% $1,004 加仓
KWEB KRANESHARES TRUST $2.11万0.00%862 00.0% — 不变
CW CURTISS WRIGHT CORP $2.12万0.00%28 00.0% — 不变
MTUM ISHARES TR $2.13万0.00%62 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $2.14万0.00%181 159.0% $1,775 加仓
IQV IQVIA HLDGS INC $2.14万0.00%111 54.7% $966 加仓
FSSL FS SPECIALTY LENDING FD $2.19万0.00%1,965 00.0% — 不变
EXEL EXELIXIS INC $2.20万0.00%404 -8-1.9% -$435 减仓
ALLY ALLY FINL INC $2.20万0.00%480 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC $2.21万0.00%937 -415-30.7% -$9,786 减仓
ROK ROCKWELL AUTOMATION INC $2.23万0.00%45 2080.0% $9,902 加仓
DVN DEVON ENERGY CORP NEW $2.25万0.00%544 -125-18.7% -$5,167 减仓
LNG CHENIERE ENERGY INC $2.26万0.00%95 -10-9.5% -$2,379 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $2.27万0.00%456 00.0% — 不变
STE STERIS PLC $2.27万0.00%108 88.0% $1,685 加仓
BURL BURLINGTON STORES INC $2.28万0.00%72 00.0% — 不变
LMND LEMONADE INC $2.28万0.00%351 10.3% $65 加仓
— ELECTRONIC ARTS INC $2.30万0.00%112 109.8% $2,050 加仓
USMV ISHARES TR $2.32万0.00%240 7646.3% $7,331 加仓
EOG EOG RES INC $2.34万0.00%180 159.1% $1,946 加仓