13F 机构持仓

JPL Wealth Management, LLC

GREENWOOD VILLAGE CO · SEC CIK 0002010710

2026Q22026Q1 更早 9 个季度 🔒
$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
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

SCHO 3.6%
SPYM 3.2%
AAPL 2.9%
AVGO 2.8%
DYNF 2.8%
CAOS 2.7%
GOOGL 2.5%
AAEQ 2.5%
UNH 2.4%
VTI 2.1%

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
HSTM HEALTHSTREAM INC $2,0920.00%101 101— $2,092 新建仓
WCN WASTE CONNECTIONS INC $2,1130.00%13 00.0% — 重新持有
AX AXOS FINANCIAL INC $2,1280.00%25 00.0% — 重新持有
SITE SITEONE LANDSCAPE SUPPLY INC $2,1300.00%16 16— $2,130 新建仓
DOCU DOCUSIGN INC $2,1350.00%45 -3-6.2% -$142 重新持有
OGN ORGANON & CO $2,1440.00%358 10.3% $6 重新持有
IOT SAMSARA INC $2,1560.00%68 3394.3% $1,046 重新持有
AVA AVISTA CORP $2,1680.00%54 54— $2,168 新建仓
— CHICAGO ATLANTIC REAL ESTATE $2,1740.00%192 192— $2,174 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $2,1770.00%30 -10-25.0% -$726 重新持有
CG CARLYLE GROUP INC $2,1780.00%45 -65-59.1% -$3,146 重新持有
HEI HEICO CORP NEW $2,1940.00%8 00.0% — 重新持有
OSK OSHKOSH CORP $2,2090.00%15 -126-89.4% -$1.86万 重新持有
FBP FIRST BANCORP CORPORATION $2,2430.00%105 00.0% — 重新持有
MSGK MADISON SQUARE GRDN SPRT COR $2,2510.00%7 6600.0% $1,929 重新持有
VRNS VARONIS SYS INC $2,2550.00%105 66.1% $129 重新持有
SPNT SIRIUSPOINT LTD $2,2620.00%105 00.0% — 重新持有
BAH BOOZ ALLEN HAMILTON HLDG COR $2,2640.00%29 00.0% — 重新持有
CAVA CAVA GROUP INC $2,2660.00%28 00.0% — 重新持有
ASX ASE TECHNOLOGY HLDG CO LTD $2,2770.00%105 105— $2,277 新建仓
VKTX VIKING THERAPEUTICS INC $2,2780.00%70 00.0% — 重新持有
FRSH FRESHWORKS INC $2,2810.00%284 284— $2,281 新建仓
IVT INVENTRUST PPTYS CORP $2,2860.00%75 68971.4% $2,073 重新持有
LULU LULULEMON ATHLETICA INC $2,2970.00%15 13650.0% $1,991 重新持有
MAN MANPOWERGROUP INC WIS $2,2980.00%78 78— $2,298 新建仓
MBIN MERCHANTS BANCORP IND $2,3180.00%54 54— $2,318 新建仓
ROIV ROIVANT SCIENCES LTD $2,3270.00%84 84— $2,327 新建仓
LION LIONSGATE STUDIOS CORP $2,3310.00%243 00.0% — 重新持有
— WHITESTONE REIT $2,3580.00%146 146— $2,358 新建仓
AGIO AGIOS PHARMACEUTICALS INC $2,3690.00%70 00.0% — 重新持有
OTTR OTTER TAIL CORP $2,3700.00%27 27— $2,370 新建仓
GBX GREENBRIER COS INC $2,3700.00%45 00.0% — 重新持有
CLDX CELLDEX THERAPEUTICS INC NEW $2,3790.00%75 75— $2,379 新建仓
— HERITAGE COMM CORP $2,3840.00%191 191— $2,384 新建仓
LYG LLOYDS BANKING GROUP PLC $2,3850.00%474 -47-9.0% -$236 重新持有
ESI ELEMENT SOLUTIONS INC $2,3900.00%70 00.0% — 重新持有
IX ORIX CORP $2,4000.00%80 80— $2,400 新建仓
RRR RED ROCK RESORTS INC $2,4020.00%45 00.0% — 重新持有
CPK CHESAPEAKE UTILS CORP $2,4020.00%19 19— $2,402 新建仓
ROL ROLLINS INC $2,4040.00%45 00.0% — 重新持有
HAYW HAYWARD HLDGS INC $2,4090.00%180 5544.0% $736 重新持有
DAR DARLING INGREDIENTS INC $2,4130.00%39 39— $2,413 新建仓
PUK PRUDENTIAL PLC $2,4170.00%85 85— $2,417 新建仓
CDW CDW CORP $2,4210.00%20 10100.0% $1,210 重新持有
CVCO CAVCO INDS INC DEL $2,4220.00%5 00.0% — 重新持有
KLIC KULICKE & SOFFA INDS INC $2,4320.00%37 37— $2,432 新建仓
SEIC SEI INVTS CO $2,4330.00%31 00.0% — 重新持有
RNG RINGCENTRAL INC $2,4550.00%66 66— $2,455 新建仓
MATX MATSON INC $2,4600.00%15 00.0% — 重新持有
CNA CNA FINL CORP $2,4800.00%54 54— $2,480 新建仓
WAL WESTERN ALLIANCE BANCORP $2,4800.00%35 620.7% $425 重新持有
SKM SK TELECOM CO LTD $2,4900.00%85 85— $2,490 新建仓
AMG AFFILIATED MANAGERS GROUP $2,4910.00%9 00.0% — 重新持有
DLX DELUXE CORP MEDIUM TERM NTS $2,5070.00%91 91— $2,507 新建仓
DPZ DOMINOS PIZZA INC $2,5120.00%7 7— $2,512 新建仓
GNW GENWORTH FINL INC $2,5180.00%310 00.0% — 重新持有
DBX DROPBOX INC $2,5220.00%111 111— $2,522 新建仓
AMPL AMPLITUDE INC $2,5240.00%370 370— $2,524 新建仓
BCPC BALCHEM CORP $2,5430.00%15 00.0% — 重新持有
BCE BCE INC $2,5500.00%101 101— $2,550 新建仓
FLS FLOWSERVE CORP $2,5740.00%35 25250.0% $1,839 重新持有
KRYS KRYSTAL BIOTECH INC $2,5840.00%10 00.0% — 重新持有
ELAN ELANCO ANIMAL HEALTH INC $2,5850.00%108 4366.2% $1,029 重新持有
NVST ENVISTA HOLDINGS CORPORATION $2,5880.00%102 102— $2,588 新建仓
RDY DR REDDYS LABS LTD $2,5900.00%187 187— $2,590 新建仓
KB KB FINL GROUP INC $2,5930.00%26 26— $2,593 新建仓
UMBF UMB FINL CORP $2,5950.00%23 00.0% — 重新持有
FN FABRINET $2,6080.00%5 00.0% — 重新持有
MDGL MADRIGAL PHARMACEUTICALS INC $2,6180.00%5 00.0% — 重新持有
KMX CARMAX INC $2,6200.00%63 63— $2,620 新建仓
AU ANGLOGOLD ASHANTI PLC $2,6300.00%27 18200.0% $1,753 重新持有
NFG NATIONAL FUEL GAS CO $2,6310.00%28 -193-87.3% -$1.81万 重新持有
ALAB ASTERA LABS INC $2,6310.00%24 00.0% — 重新持有
FG F&G ANNUITIES & LIFE INC $2,6350.00%104 4782.5% $1,191 重新持有
AEM AGNICO EAGLE MINES LTD $2,6390.00%13 -4-23.5% -$812 重新持有
PJT PJT PARTNERS INC $2,6550.00%19 00.0% — 重新持有
PSTL POSTAL REALTY TRUST INC $2,6550.00%143 143— $2,655 新建仓
VNT VONTIER CORPORATION $2,6610.00%75 00.0% — 重新持有
CELH CELSIUS HLDGS INC $2,6610.00%75 -41-35.3% -$1,455 重新持有
NTAP NETAPP INC $2,6630.00%26 -40-60.6% -$4,097 重新持有
NIC NICOLET BANKSHARES INC $2,6760.00%18 18— $2,676 新建仓
MC MOELIS & CO $2,6790.00%47 47— $2,679 新建仓
BPOP POPULAR INC $2,6840.00%20 00.0% — 重新持有
RDDT REDDIT INC $2,6930.00%20 00.0% — 重新持有
CUZ COUSINS PPTYS INC $2,7090.00%120 00.0% — 重新持有
RDN RADIAN GROUP INC $2,7140.00%82 42105.0% $1,390 重新持有
AWR AMER STATES WTR CO $2,7230.00%36 36— $2,723 新建仓
AMH AMERICAN HOMES 4 RENT $2,7370.00%98 98— $2,737 新建仓
PKG PACKAGING CORP AMER $2,7590.00%13 00.0% — 重新持有
SSB SOUTHSTATE BK CORP $2,7760.00%30 -27-47.4% -$2,498 重新持有
ITUB ITAU UNIBANCO HLDG S A $2,7830.00%332 289.2% $235 重新持有
RIVN RIVIAN AUTOMOTIVE INC $2,7850.00%185 00.0% — 重新持有
— QORVO INC $2,7870.00%36 36— $2,787 新建仓
BHB BAR HBR BANKSHARES $2,7910.00%86 86— $2,791 新建仓
SR SPIRE INC $2,8070.00%31 31— $2,807 新建仓
ALSN ALLISON TRANSMISSION HLDGS I $2,8100.00%24 24— $2,810 新建仓
NWN NORTHWEST NAT HLDG CO $2,8210.00%53 53— $2,821 新建仓
SHG SHINHAN FINANCIAL GROUP CO L $2,8210.00%46 46— $2,821 新建仓
EXP EAGLE MATLS INC $2,8420.00%15 00.0% — 重新持有
UTMD UTAH MED PRODS INC $2,8520.00%46 46— $2,852 新建仓