JPL Wealth Management, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002010710
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMBA | AMBARELLA INC | $2.36万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $2.42万 | 0.00% | 139 | -1 | -0.7% | -$174 | 减仓 |
| DVY | ISHARES TR | $2.42万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $2.45万 | 0.00% | 955 | -33 | -3.3% | -$846 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.47万 | 0.00% | 324 | 124 | 62.0% | $9,460 | 加仓 |
| VTRS | VIATRIS INC | $2.50万 | 0.00% | 1,572 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $2.52万 | 0.00% | 524 | 21 | 4.2% | $1,008 | 加仓 |
| CROX | CROCS INC | $2.52万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.52万 | 0.01% | 526 | 130 | 32.8% | $6,232 | 加仓 |
| NVS | NOVARTIS AG | $2.55万 | 0.01% | 162 | 4 | 2.5% | $629 | 加仓 |
| KR | KROGER CO | $2.55万 | 0.01% | 459 | 2 | 0.4% | $111 | 加仓 |
| CMI | CUMMINS INC | $2.57万 | 0.01% | 36 | 3 | 9.1% | $2,140 | 加仓 |
| ORI | OLD REP INTL CORP | $2.57万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $2.59万 | 0.01% | 734 | 13 | 1.8% | $460 | 加仓 |
| EQIX | EQUINIX INC | $2.61万 | 0.01% | 25 | 2 | 8.7% | $2,085 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.62万 | 0.01% | 63 | -11 | -14.9% | -$4,568 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.62万 | 0.01% | 117 | 25 | 27.2% | $5,591 | 加仓 |
| HUM | HUMANA INC | $2.62万 | 0.01% | 66 | 66 | — | $2.62万 | 新建仓 |
| PLD | PROLOGIS INC | $2.64万 | 0.01% | 195 | 36 | 22.6% | $4,877 | 加仓 |
| TKR | TIMKEN CO | $2.65万 | 0.01% | 182 | 66 | 56.9% | $9,598 | 加仓 |
| ECHO | ECHOSTAR CORP | $2.68万 | 0.01% | 264 | 264 | — | $2.68万 | 新建仓 |
| MCHI | ISHARES TR | $2.69万 | 0.01% | 528 | 4 | 0.8% | $204 | 加仓 |
| XYZ | BLOCK INC | $2.71万 | 0.01% | 357 | 225 | 170.5% | $1.71万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2.72万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2.74万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $2.75万 | 0.01% | 256 | 53 | 26.1% | $5,691 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.76万 | 0.01% | 222 | -23 | -9.4% | -$2,862 | 减仓 |
| EWG | ISHARES INC | $2.77万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.80万 | 0.01% | 82 | 39 | 90.7% | $1.33万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.80万 | 0.01% | 171 | -150 | -46.7% | -$2.45万 | 减仓 |
| F | FORD MTR CO | $2.82万 | 0.01% | 2,025 | 174 | 9.4% | $2,419 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.85万 | 0.01% | 171 | -108 | -38.7% | -$1.80万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $2.89万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.92万 | 0.01% | 248 | 33 | 15.3% | $3,883 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.93万 | 0.01% | 1,472 | -423 | -22.3% | -$8,414 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $3.01万 | 0.01% | 579 | 108 | 22.9% | $5,606 | 加仓 |
| CDE | COEUR MNG INC | $3.01万 | 0.01% | 1,845 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3.04万 | 0.01% | 415 | 45 | 12.2% | $3,301 | 加仓 |
| EWJ | ISHARES INC | $3.06万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.07万 | 0.01% | 902 | -46 | -4.9% | -$1,564 | 减仓 |
| MTB | M & T BK CORP | $3.07万 | 0.01% | 129 | 1 | 0.8% | $238 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.07万 | 0.01% | 216 | 214 | 10,700.0% | $3.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3.08万 | 0.01% | 885 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.08万 | 0.01% | 88 | 5 | 6.0% | $1,750 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $3.10万 | 0.01% | 319 | 5 | 1.6% | $486 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.10万 | 0.01% | 78 | -5 | -6.0% | -$1,988 | 减仓 |
| THG | HANOVER INS GROUP INC | $3.10万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $3.11万 | 0.01% | 26 | 1 | 4.0% | $1,195 | 加仓 |
| ROST | ROSS STORES INC | $3.11万 | 0.01% | 146 | 21 | 16.8% | $4,470 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $3.14万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3.15万 | 0.01% | 188 | -14 | -6.9% | -$2,342 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $3.15万 | 0.01% | 89 | -12 | -11.9% | -$4,251 | 减仓 |
| FTI | TECHNIPFMC PLC | $3.16万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3.16万 | 0.01% | 101 | 32 | 46.4% | $1.00万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3.17万 | 0.01% | 92 | 16 | 21.1% | $5,509 | 加仓 |
| USFR | WISDOMTREE TR | $3.18万 | 0.01% | 631 | 631 | — | $3.18万 | 新建仓 |
| B | BARRICK MNG CORP | $3.18万 | 0.01% | 867 | -9 | -1.0% | -$331 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3.20万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.22万 | 0.01% | 129 | 5 | 4.0% | $1,250 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3.23万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $3.24万 | 0.01% | 710 | 710 | — | $3.24万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $3.25万 | 0.01% | 561 | 75 | 15.4% | $4,338 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3.25万 | 0.01% | 97 | 3 | 3.2% | $1,005 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.25万 | 0.01% | 112 | 8 | 7.7% | $2,325 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.26万 | 0.01% | 457 | 118 | 34.8% | $8,408 | 加仓 |
| AZN | ASTRAZENECA PLC | $3.28万 | 0.01% | 173 | -19 | -9.9% | -$3,603 | 减仓 |
| CTVA | CORTEVA INC | $3.35万 | 0.01% | 396 | 1 | 0.3% | $85 | 加仓 |
| MET | METLIFE INC | $3.38万 | 0.01% | 399 | 18 | 4.7% | $1,523 | 加仓 |
| SLB | SLB LIMITED | $3.38万 | 0.01% | 727 | 45 | 6.6% | $2,092 | 加仓 |
| DIS | DISNEY WALT CO | $3.40万 | 0.01% | 353 | 103 | 41.2% | $9,918 | 加仓 |
| CSX | CSX CORP | $3.42万 | 0.01% | 719 | 62 | 9.4% | $2,947 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $3.46万 | 0.01% | 197 | 10 | 5.3% | $1,758 | 加仓 |
| CTAS | CINTAS CORP | $3.50万 | 0.01% | 206 | 10 | 5.1% | $1,701 | 加仓 |
| EBAY | EBAY INC | $3.52万 | 0.01% | 315 | 13 | 4.3% | $1,453 | 加仓 |
| IYG | ISHARES TR | $3.54万 | 0.01% | 391 | 391 | — | $3.54万 | 新建仓 |
| — | KRANESHARES TRUST | $3.56万 | 0.01% | 1,129 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $3.59万 | 0.01% | 138 | -26 | -15.9% | -$6,769 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3.60万 | 0.01% | 69 | 69 | — | $3.60万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.61万 | 0.01% | 128 | 8 | 6.7% | $2,257 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.61万 | 0.01% | 264 | 11 | 4.3% | $1,505 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3.63万 | 0.01% | 393 | 23 | 6.2% | $2,124 | 加仓 |
| O | REALTY INCOME CORP | $3.63万 | 0.01% | 586 | 437 | 293.3% | $2.71万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $3.64万 | 0.01% | 383 | -83 | -17.8% | -$7,893 | 减仓 |
| IYW | ISHARES TR | $3.68万 | 0.01% | 146 | 146 | — | $3.68万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $3.71万 | 0.01% | 118 | 40 | 51.3% | $1.26万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.73万 | 0.01% | 76 | 5 | 7.0% | $2,456 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $3.76万 | 0.01% | 1,472 | 1,472 | — | $3.76万 | 新建仓 |
| RL | RALPH LAUREN CORP | $3.77万 | 0.01% | 94 | -7 | -6.9% | -$2,810 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.79万 | 0.01% | 98 | 49 | 100.0% | $1.90万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.79万 | 0.01% | 419 | 8 | 1.9% | $724 | 加仓 |
| EXC | EXELON CORP | $3.80万 | 0.01% | 815 | 409 | 100.7% | $1.91万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.82万 | 0.01% | 179 | -22 | -10.9% | -$4,692 | 减仓 |
| OKE | ONEOK INC NEW | $3.83万 | 0.01% | 440 | 5 | 1.1% | $435 | 加仓 |
| VO | VANGUARD INDEX FDS | $3.84万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.84万 | 0.01% | 263 | 2 | 0.8% | $292 | 加仓 |
| SNPS | SYNOPSYS INC | $3.88万 | 0.01% | 87 | 15 | 20.8% | $6,691 | 加仓 |
| KKR | KKR & CO INC | $3.88万 | 0.01% | 423 | 3 | 0.7% | $275 | 加仓 |
| CRM | SALESFORCE INC | $3.89万 | 0.01% | 248 | -90 | -26.6% | -$1.41万 | 减仓 |
| SBUX | STARBUCKS CORP | $3.90万 | 0.01% | 381 | 22 | 6.1% | $2,249 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3.92万 | 0.01% | 919 | 139 | 17.8% | $5,933 | 加仓 |