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 |
|---|---|---|---|---|---|---|---|---|
| PEY | INVESCO EXCHANGE TRADED FD T | $8.21万 | 0.02% | 3,540 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $8.23万 | 0.02% | 249 | 17 | 7.3% | $5,618 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $8.35万 | 0.02% | 416 | 31 | 8.1% | $6,219 | 加仓 |
| — | EA SERIES TRUST | $8.40万 | 0.02% | 3,513 | 3,513 | — | $8.40万 | 新建仓 |
| CI | THE CIGNA GROUP | $8.41万 | 0.02% | 305 | 15 | 5.2% | $4,135 | 加仓 |
| DBEF | DBX ETF TR | $8.43万 | 0.02% | 1,544 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $8.44万 | 0.02% | 398 | 1 | 0.3% | $212 | 加仓 |
| BLK | BLACKROCK INC | $8.52万 | 0.02% | 89 | 6 | 7.2% | $5,741 | 加仓 |
| IBTL | ISHARES TR | $8.54万 | 0.02% | 4,230 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $8.55万 | 0.02% | 287 | 23 | 8.7% | $6,852 | 加仓 |
| ASML | ASML HLDG NV | $8.55万 | 0.02% | 43 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.89万 | 0.02% | 1,272 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.90万 | 0.02% | 179 | 57 | 46.7% | $2.83万 | 加仓 |
| PSX | PHILLIPS 66 | $9.01万 | 0.02% | 533 | 2 | 0.4% | $338 | 加仓 |
| PWR | QUANTA SVCS INC | $9.07万 | 0.02% | 126 | 4 | 3.3% | $2,880 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $9.08万 | 0.02% | 119 | 11 | 10.2% | $8,395 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $9.14万 | 0.02% | 2,498 | 2,498 | — | $9.14万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $9.25万 | 0.02% | 3,753 | 3,590 | 2,202.5% | $8.85万 | 加仓 |
| AON | AON PLC | $9.32万 | 0.02% | 281 | 21 | 8.1% | $6,966 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9.41万 | 0.02% | 93 | 34 | 57.6% | $3.44万 | 加仓 |
| WAT | WATERS CORP | $9.41万 | 0.02% | 251 | -7,280 | -96.7% | -$273.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $9.66万 | 0.02% | 1,343 | 39 | 3.0% | $2,806 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.70万 | 0.02% | 2,291 | 122 | 5.6% | $5,165 | 加仓 |
| NLR | VANECK ETF TRUST | $9.76万 | 0.02% | 841 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $9.77万 | 0.02% | 438 | 270 | 160.7% | $6.02万 | 加仓 |
| APH | AMPHENOL CORP | $9.84万 | 0.02% | 558 | 26 | 4.9% | $4,584 | 加仓 |
| BAC | BANK OF AMER CORP | $10.14万 | 0.02% | 1,780 | 41 | 2.4% | $2,336 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $10.15万 | 0.02% | 2,602 | 17 | 0.7% | $663 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.92万 | 0.02% | 5,593 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $11.10万 | 0.02% | 115 | 11 | 10.6% | $1.06万 | 加仓 |
| ACWI | ISHARES TR | $11.47万 | 0.02% | 731 | 32 | 4.6% | $5,023 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $11.72万 | 0.02% | 355 | 8 | 2.3% | $2,641 | 加仓 |
| TJX | TJX COS INC NEW | $11.82万 | 0.02% | 780 | 105 | 15.6% | $1.59万 | 加仓 |
| T | AT&T INC | $11.89万 | 0.02% | 5,745 | -116 | -2.0% | -$2,401 | 减仓 |
| IWD | ISHARES TR | $11.90万 | 0.02% | 491 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.63万 | 0.03% | 3,793 | 275 | 7.8% | $9,155 | 加仓 |
| MPC | MARATHON PETE CORP | $12.66万 | 0.03% | 495 | 42 | 9.3% | $1.07万 | 加仓 |
| KLAC | KLA CORP | $12.76万 | 0.03% | 423 | 13 | 3.2% | $3,922 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $12.77万 | 0.03% | 1,009 | 96 | 10.5% | $1.22万 | 加仓 |
| LIN | LINDE PLC | $12.96万 | 0.03% | 250 | 26 | 11.6% | $1.35万 | 加仓 |
| AFL | AFLAC INC | $12.97万 | 0.03% | 1,106 | 27 | 2.5% | $3,166 | 加仓 |
| IJR | ISHARES TR | $13.21万 | 0.03% | 891 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $13.25万 | 0.03% | 2,174 | -158 | -6.8% | -$9,630 | 减仓 |
| CVS | CVS HEALTH CORP | $13.35万 | 0.03% | 1,291 | 37 | 3.0% | $3,826 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $13.53万 | 0.03% | 6,767 | 6,767 | — | $13.53万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $13.60万 | 0.03% | 2,218 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $13.61万 | 0.03% | 4,623 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $13.76万 | 0.03% | 725 | 98 | 15.6% | $1.86万 | 加仓 |
| ADI | ANALOG DEVICES INC | $14.02万 | 0.03% | 353 | 16 | 4.7% | $6,355 | 加仓 |
| SYK | STRYKER CORPORATION | $14.19万 | 0.03% | 451 | -21 | -4.4% | -$6,609 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $14.69万 | 0.03% | 485 | -16 | -3.2% | -$4,846 | 减仓 |
| MCD | MCDONALDS CORP | $14.79万 | 0.03% | 547 | 143 | 35.4% | $3.87万 | 加仓 |
| IBTM | ISHARES TR | $15.10万 | 0.03% | 6,653 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $15.13万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $15.29万 | 0.03% | 2,821 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $15.77万 | 0.03% | 2,121 | -2 | -0.1% | -$149 | 减仓 |
| LRCX | LAM RESEARCH CORP | $15.81万 | 0.03% | 365 | 26 | 7.7% | $1.13万 | 加仓 |
| — | PUTNAM ETF TRUST | $16.04万 | 0.03% | 21,616 | 21,616 | — | $16.04万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $16.86万 | 0.03% | 414 | -4,089 | -90.8% | -$166.53万 | 减仓 |
| AIQ | GLOBAL X FDS | $18.21万 | 0.04% | 2,775 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $18.26万 | 0.04% | 9,307 | 3,084 | 49.6% | $6.05万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $18.67万 | 0.04% | 333 | 2 | 0.6% | $1,121 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $18.90万 | 0.04% | 2,307 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $19.50万 | 0.04% | 894 | 138 | 18.3% | $3.01万 | 加仓 |
| SNDK | SANDISK CORP | $19.55万 | 0.04% | 86 | -2 | -2.3% | -$4,547 | 减仓 |
| COP | CONOCOPHILLIPS | $19.69万 | 0.04% | 1,894 | -11 | -0.6% | -$1,143 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $19.82万 | 0.04% | 586 | 92 | 18.6% | $3.11万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $20.02万 | 0.04% | 3,897 | 3,897 | — | $20.02万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.14万 | 0.04% | 3,662 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $20.18万 | 0.04% | 316 | 1 | 0.3% | $639 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $20.30万 | 0.04% | 799 | -10 | -1.2% | -$2,540 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $21.18万 | 0.04% | 1,171 | 121 | 11.5% | $2.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $21.35万 | 0.04% | 1,456 | 77 | 5.6% | $1.13万 | 加仓 |
| WFC | WELLS FARGO & CO | $22.94万 | 0.05% | 2,775 | 67 | 2.5% | $5,538 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.28万 | 0.05% | 457 | 115 | 33.6% | $5.86万 | 加仓 |
| INTC | INTEL CORP | $23.32万 | 0.05% | 1,670 | 279 | 20.1% | $3.90万 | 加仓 |
| IWF | ISHARES TR | $23.44万 | 0.05% | 1,888 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $25.19万 | 0.05% | 937 | 4 | 0.4% | $1,075 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.81万 | 0.05% | 357 | 15 | 4.4% | $1.08万 | 加仓 |
| KO | COCA COLA CO | $26.22万 | 0.05% | 3,226 | 294 | 10.0% | $2.39万 | 加仓 |
| GEV | GE VERNOVA INC | $26.43万 | 0.05% | 225 | 2 | 0.9% | $2,350 | 加仓 |
| GE | GE AEROSPACE | $26.95万 | 0.05% | 721 | -7 | -1.0% | -$2,616 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.98万 | 0.05% | 3,074 | -26 | -0.8% | -$2,282 | 减仓 |
| PFE | PFIZER INC | $28.50万 | 0.06% | 11,838 | -567 | -4.6% | -$1.37万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $29.38万 | 0.06% | 1,487 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $29.84万 | 0.06% | 3,716 | 3 | 0.1% | $241 | 加仓 |
| IJJ | ISHARES TR | $30.33万 | 0.06% | 2,053 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.75万 | 0.06% | 896 | 154 | 20.8% | $5.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.47万 | 0.06% | 659 | -12 | -1.8% | -$5,731 | 减仓 |
| CSCO | CISCO SYS INC | $37.25万 | 0.07% | 3,171 | 206 | 6.9% | $2.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $37.26万 | 0.07% | 4,326 | 372 | 9.4% | $3.20万 | 加仓 |
| IEMG | ISHARES INC | $38.72万 | 0.08% | 4,674 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $39.51万 | 0.08% | 8,419 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $40.12万 | 0.08% | 3,122 | 155 | 5.2% | $1.99万 | 加仓 |
| EFA | ISHARES TR | $41.19万 | 0.08% | 3,965 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES TR | $41.20万 | 0.08% | 17,074 | -329 | -1.9% | -$7,939 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.68万 | 0.09% | 752 | 142 | 23.3% | $8.25万 | 加仓 |
| HYDB | ISHARES TR | $46.23万 | 0.09% | 9,886 | -2,791 | -22.0% | -$13.05万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.27万 | 0.09% | 12,808 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $47.95万 | 0.10% | 1,171 | 0 | 0.0% | — | 不变 |