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
HCKT HACKETT GROUP INC $2,8630.00%220 220— $2,863 新建仓
LNT ALLIANT ENERGY CORP $2,8710.00%40 00.0% — 重新持有
FWONK LIBERTY MEDIA CORP DEL $2,8910.00%34 34— $2,891 新建仓
HAS HASBRO INC $2,9020.00%31 00.0% — 重新持有
TTD THE TRADE DESK INC $2,9050.00%128 -290-69.4% -$6,582 重新持有
CWK CUSHMAN AND WAKEFIELD LTD $2,9060.00%237 237— $2,906 新建仓
GFF GRIFFON CORP $2,9080.00%40 00.0% — 重新持有
GLPI GAMING & LEISURE P $2,9290.00%66 34106.2% $1,509 重新持有
MOH MOLINA HEALTHCARE INC $2,9330.00%22 19633.3% $2,533 重新持有
SPB SPECTRUM BRANDS HOLDINGS INC $2,9480.00%40 00.0% — 重新持有
HTGC HERCULES CAPITAL INC $2,9540.00%200 00.0% — 重新持有
WEN WENDYS CO $2,9540.00%425 00.0% — 重新持有
BYD BOYD GAMING CORP $2,9600.00%36 341,700.0% $2,796 重新持有
MUSA MURPHY USA INC $2,9640.00%6 00.0% — 重新持有
SILJ AMPLIFY ETF TR $2,9720.00%100 100— $2,972 新建仓
CHRD CHORD ENERGY CORPORATION $2,9860.00%21 21— $2,986 新建仓
KD KYNDRYL HLDGS INC $3,0050.00%229 229— $3,005 新建仓
DXCM DEXCOM INC $3,0150.00%48 39433.3% $2,450 重新持有
ADC AGREE RLTY CORP $3,0160.00%40 00.0% — 重新持有
BPRE BLUEROCK PVT REAL ESTATE FD $3,0240.00%182 182— $3,024 新建仓
ROKU ROKU INC $3,0290.00%32 25357.1% $2,366 重新持有
NMR NOMURA HLDGS INC $3,0300.00%384 384— $3,030 新建仓
OUT OUTFRONT MEDIA INC $3,0320.00%114 10.9% $27 重新持有
LI LI AUTO INC $3,0320.00%170 170— $3,032 新建仓
ON ON SEMICONDUCTOR CORP $3,0350.00%49 49— $3,035 新建仓
SU SUNCOR ENERGY INC NEW $3,0420.00%46 46— $3,042 新建仓
ALB ALBEMARLE CORP $3,0530.00%17 17— $3,053 新建仓
FTS FORTIS INC $3,0690.00%55 55— $3,069 新建仓
TEAM ATLASSIAN CORPORATION $3,0720.00%45 1236.4% $819 重新持有
IRT INDEPENDENCE RLTY TR INC $3,0830.00%207 112117.9% $1,668 重新持有
HZO MARINEMAX INC $3,1120.00%115 54.5% $135 重新持有
— AIR LEASE CORP $3,1180.00%48 43860.0% $2,793 重新持有
FFIN FIRST FINL BANKSHARES INC $3,1220.00%106 66.0% $177 重新持有
VFC V F CORP $3,1270.00%184 184— $3,127 新建仓
ESS ESSEX PPTY TR INC $3,1460.00%13 13— $3,146 新建仓
ST SENSATA TECHNOLOGIES HLDG PL $3,1700.00%90 90— $3,170 新建仓
LEN/B LENNAR CORP $3,1730.00%38 -5-11.6% -$418 重新持有
QNST QUINSTREET INC $3,1830.00%265 265— $3,183 新建仓
GAP GAP INC $3,1950.00%132 107428.0% $2,590 重新持有
NCNO NCINO INC $3,2060.00%214 214— $3,206 新建仓
GSBC GREAT SOUTHN BANCORP INC $3,2200.00%51 51— $3,220 新建仓
UHS UNIVERSAL HLTH SVCS INC $3,2220.00%18 00.0% — 重新持有
CM CANADIAN IMPERIAL BANK OF CO $3,2220.00%34 -2-5.6% -$190 重新持有
SAIC SCIENCE APPLICATIONS INTL CO $3,2280.00%34 34— $3,228 新建仓
AFRM AFFIRM HLDGS INC $3,2540.00%71 -78-52.3% -$3,575 重新持有
FDS FACTSET RESH SYS INC $3,2550.00%15 15— $3,255 新建仓
YUM YUM BRANDS INC $3,2660.00%21 975.0% $1,400 重新持有
— AVALONBAY CMNTYS INC $3,2670.00%20 -3-13.0% -$490 重新持有
SBAC SBA COMMUNICATIONS CORP $3,2710.00%19 -48-71.6% -$8,264 重新持有
FLEX FLEXTRONICS INTL LTD $3,2740.00%50 2066.7% $1,310 重新持有
J JACOBS SOLUTIONS INC $3,3100.00%26 -70-72.9% -$8,912 重新持有
BGC BGC GROUP INC $3,3260.00%340 00.0% — 重新持有
MTSI MACOM TECH SOLUTIONS HLDGS I $3,3320.00%15 00.0% — 重新持有
VICI VICI PPTYS INC $3,3340.00%122 -522-81.1% -$1.43万 重新持有
RS RELIANCE INC $3,3440.00%11 00.0% — 重新持有
SYY SYSCO CORP $3,3540.00%47 -8-14.5% -$571 重新持有
GMED GLOBUS MED INC $3,3610.00%39 39— $3,361 新建仓
DTM DT MIDSTREAM INC $3,3670.00%25 00.0% — 重新持有
HLNE HAMILTON LANE INC $3,3800.00%34 1470.0% $1,392 重新持有
UAA UNDER ARMOUR INC $3,3870.00%573 24172.6% $1,425 重新持有
NAD NUVEEN QUALITY MUNCP INCOME $3,4040.00%296 00.0% — 重新持有
AWK AMERICAN WTR WKS CO INC NEW $3,4040.00%25 -105-80.8% -$1.43万 重新持有
CR CRANE COMPANY $3,4200.00%20 20— $3,420 新建仓
WMS ADVANCED DRAIN SYS INC DEL $3,4290.00%25 738.9% $960 重新持有
CNS COHEN & STEERS INC $3,4410.00%55 2057.1% $1,251 重新持有
SITM SITIME CORP $3,4540.00%10 00.0% — 重新持有
WF WOORI FINL GROUP INC $3,4640.00%52 52— $3,464 新建仓
APPF APPFOLIO INC $3,4730.00%22 00.0% — 重新持有
CCI CROWN CASTLE INC $3,4970.00%43 -29-40.3% -$2,358 重新持有
LEA LEAR CORP $3,5120.00%29 29— $3,512 新建仓
DV DOUBLEVERIFY HLDGS INC $3,5150.00%370 370— $3,515 新建仓
HL HECLA MINING COMPANY $3,5410.00%190 00.0% — 重新持有
YELP YELP INC $3,5880.00%145 100222.2% $2,474 重新持有
TXT TEXTRON INC $3,5900.00%41 41— $3,590 新建仓
PPL PPL CORP $3,5920.00%94 66.8% $229 重新持有
STAG STAG INDUSTRIAL INC $3,6060.00%100 00.0% — 重新持有
APG API GROUP CORP $3,6070.00%89 00.0% — 重新持有
PXH INVESCO EXCH TRADED FD TR II $3,6170.00%134 00.0% — 重新持有
OKTA OKTA INC $3,6220.00%46 00.0% — 重新持有
IBN ICICI BANK LIMITED $3,6270.00%140 2319.7% $596 重新持有
SFM SPROUTS FMRS MKT INC $3,6270.00%47 39487.5% $3,010 重新持有
LW LAMB WESTON HLDGS INC $3,6770.00%87 -129-59.7% -$5,452 重新持有
DVA DAVITA INC $3,6890.00%24 14140.0% $2,152 重新持有
MOS MOSAIC CO $3,6980.00%145 82130.2% $2,091 重新持有
AVT AVNET INC $3,6980.00%60 30100.0% $1,849 重新持有
KNSL KINSALE CAP GROUP INC $3,7590.00%11 00.0% — 重新持有
PB PROSPERITY BANCSHARES INC $3,7630.00%56 56— $3,763 新建仓
— NATIONAL STORAGE AFFILIATES $3,7740.00%100 00.0% — 重新持有
MBI MBIA INC $3,7830.00%640 00.0% — 重新持有
MTD METTLER TOLEDO INTERNATIONAL $3,7840.00%3 2200.0% $2,523 重新持有
AWI ARMSTRONG WORLD INDS INC NEW $3,7910.00%23 -7-23.3% -$1,154 重新持有
JKHY HENRY JACK & ASSOC INC $3,7930.00%24 24— $3,793 新建仓
CACI CACI INTL INC $3,8080.00%7 00.0% — 重新持有
SIG SIGNET JEWELERS LIMITED $3,8090.00%45 00.0% — 重新持有
CGNX COGNEX CORP $3,8220.00%78 78— $3,822 新建仓
VCYT VERACYTE INC $3,8660.00%120 00.0% — 重新持有
TROW PRICE T ROWE GROUP INC $3,8770.00%43 00.0% — 重新持有
BNS BANK NOVA SCOTIA B C $3,8820.00%56 1330.2% $901 重新持有
INCY INCYTE CORP $3,9540.00%42 513.5% $471 重新持有
BKH BLACK HILLS CORP $3,9580.00%57 00.0% — 重新持有