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
WSBF WATERSTONE FINL INC MD $3,9670.00%220 220— $3,967 新建仓
MANH MANHATTAN ASSOCIATES INC $3,9940.00%30 30— $3,994 新建仓
CSL CARLISLE COS INC $4,0050.00%12 -1-7.7% -$334 重新持有
ALRS ALERUS FINL CORP $4,0070.00%169 169— $4,007 新建仓
TNL TRAVEL PLUS LEISURE CO $4,0140.00%58 58— $4,014 新建仓
SWKS SKYWORKS SOLUTIONS INC $4,0170.00%75 75— $4,017 新建仓
SANM SANMINA CORP $4,0200.00%31 13.3% $130 重新持有
DMC FRESH DEL MONTE PRODUCE INC $4,0260.00%100 00.0% — 重新持有
OHI OMEGA HEALTHCARE INVS INC $4,0320.00%92 92— $4,032 新建仓
TXG 10X GENOMICS INC $4,0340.00%190 190— $4,034 新建仓
Q QNITY ELECTRONICS INC $4,0400.00%35 35— $4,040 新建仓
UHT UNIVERSAL HEALTH RLTY INCOME $4,0470.00%100 00.0% — 重新持有
SCHR SCHWAB STRATEGIC TR $4,0610.00%163 163— $4,061 新建仓
KDP KEURIG DR PEPPER INC $4,1350.00%157 -258-62.2% -$6,795 重新持有
NPKI NPK INTERNATIONAL INC $4,1450.00%286 62.1% $87 重新持有
CHD CHURCH & DWIGHT CO INC $4,1680.00%45 -7-13.5% -$648 重新持有
PVH PVH CORPORATION $4,1860.00%60 00.0% — 重新持有
CSGP COSTAR GROUP INC $4,1960.00%104 -465-81.7% -$1.88万 重新持有
ATI ATI INC $4,2190.00%29 1052.6% $1,455 重新持有
GGG GRACO INC $4,2330.00%50 461,150.0% $3,894 重新持有
FELC FIDELITY COVINGTON TRUST $4,2440.00%117 00.0% — 重新持有
TPL TEXAS PACIFIC LAND CORPORATI $4,2720.00%9 6200.0% $2,848 重新持有
BP BP PLC $4,2770.00%91 -58-38.9% -$2,726 重新持有
OGE OGE ENERGY CORP $4,3170.00%90 00.0% — 重新持有
NTNX NUTANIX INC $4,3350.00%114 94470.0% $3,574 重新持有
GWW WW GRAINGER INC $4,3640.00%4 -9-69.2% -$9,819 重新持有
NNN NNN REIT INC $4,3720.00%104 104— $4,372 新建仓
CHT CHUNGHWA TELECOM CO LTD $4,3930.00%104 104— $4,393 新建仓
GL GLOBE LIFE INC $4,4540.00%32 -95-74.8% -$1.32万 重新持有
AXS AXIS CAP HLDGS LTD $4,4630.00%44 39780.0% $3,956 重新持有
BXP BXP INC $4,4830.00%86 -58-40.3% -$3,023 重新持有
PDD PDD HOLDINGS INC $4,4970.00%44 23109.5% $2,351 重新持有
RAMP LIVERAMP HLDGS INC $4,5360.00%171 6155.5% $1,618 重新持有
WDAY WORKDAY INC $4,5480.00%35 -89-71.8% -$1.16万 重新持有
PBA PEMBINA PIPELINE CORP $4,5660.00%102 2837.8% $1,253 重新持有
NGG NATIONAL GRID PLC $4,5690.00%54 2586.2% $2,115 重新持有
EFAV ISHARES TR $4,5690.00%50 00.0% — 重新持有
BCS BARCLAYS PLC $4,5720.00%216 10.5% $21 重新持有
LYV LIVE NATION ENTERTAINMENT IN $4,5760.00%30 -8-21.1% -$1,220 重新持有
CLH CLEAN HARBORS INC $4,5880.00%16 433.3% $1,147 重新持有
CRUS CIRRUS LOGIC INC $4,6280.00%32 32— $4,628 新建仓
TRU TRANSUNION $4,6360.00%67 52346.7% $3,598 重新持有
EEMV ISHARES INC $4,6510.00%72 00.0% — 重新持有
TTC TORO CO $4,6720.00%50 50— $4,672 新建仓
AOS SMITH A O CORP $4,6820.00%71 71— $4,682 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $4,7090.00%105 00.0% — 重新持有
PFGC PERFORMANCE FOOD GROUP CO $4,7120.00%55 00.0% — 重新持有
SPHD INVESCO EXCH TRADED FD TR II $4,7630.00%96 00.0% — 重新持有
PLMR PALOMAR HLDGS INC $4,7810.00%40 00.0% — 重新持有
UBS UBS GROUP AG $4,8070.00%123 -785-86.5% -$3.07万 重新持有
ALK ALASKA AIR GROUP INC $4,8190.00%131 00.0% — 重新持有
TDY TELEDYNE TECHNOLOGIES INC $4,8420.00%8 -17-68.0% -$1.03万 重新持有
HOPE HOPE BANCORP INC $4,8490.00%434 92.1% $101 重新持有
ARW ARROW ELECTRS INC $4,8770.00%34 333,300.0% $4,734 重新持有
FOXA FOX CORP $4,9060.00%84 00.0% — 重新持有
USFD US FOODS HLDG CORP $4,9810.00%54 -12-18.2% -$1,107 重新持有
PTC PTC INC $4,9880.00%35 24218.2% $3,420 重新持有
VIK VIKING HOLDINGS LTD $4,9970.00%68 68— $4,997 新建仓
ENSG ENSIGN GROUP INC $5,0380.00%25 00.0% — 重新持有
SLV ISHARES SILVER TR $5,0430.00%74 74— $5,043 新建仓
AYI ACUITY INC $5,0450.00%18 428.6% $1,121 重新持有
CIEN CIENA CORP $5,0480.00%13 13— $5,048 新建仓
LYFT LYFT INC $5,0540.00%380 00.0% — 重新持有
ILMN ILLUMINA INC $5,0540.00%41 41— $5,054 新建仓
MKSI MKS INC. $5,0560.00%22 22— $5,056 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $5,0640.00%56 56— $5,064 新建仓
HSY HERSHEY CO $5,0670.00%24 -117-83.0% -$2.47万 重新持有
RF REGIONS FINANCIAL CORP NEW $5,0680.00%194 00.0% — 重新持有
INSM INSMED INC $5,0700.00%31 13.3% $164 重新持有
NRG NRG ENERGY INC $5,1160.00%35 829.6% $1,169 重新持有
TXRH TEXAS ROADHOUSE INC $5,1200.00%31 31— $5,120 新建仓
ATO ATMOS ENERGY CORP $5,1730.00%28 627.3% $1,108 重新持有
DOW DOW HLDGS INC $5,2070.00%125 125— $5,207 新建仓
FFIV F5 INC $5,2090.00%18 13260.0% $3,762 重新持有
ALLE ALLEGION PLC $5,2310.00%36 25.9% $291 重新持有
CUBI CUSTOMERS BANCORP INC $5,2760.00%76 2652.0% $1,805 重新持有
— COTERRA ENERGY INC $5,2760.00%150 2621.0% $915 重新持有
EQT EQT CORP $5,2830.00%83 74822.2% $4,710 重新持有
GSK GSK PLC $5,2990.00%96 -479-83.3% -$2.64万 重新持有
GTM ZOOMINFO TECHNOLOGIES INC $5,2990.00%886 886— $5,299 新建仓
ACM AECOM $5,4300.00%64 1633.3% $1,358 重新持有
BTI BRITISH AMERN TOB PLC $5,4390.00%93 910.7% $526 重新持有
NI NISOURCE INC $5,4600.00%117 3950.0% $1,820 重新持有
KIM KIMCO REALTY CORP $5,4610.00%243 00.0% — 重新持有
FE FIRSTENERGY CORP $5,4720.00%108 43.8% $203 重新持有
OMC OMNICOM GROUP INC $5,4980.00%73 73— $5,498 新建仓
PAGS PAGSEGURO DIGITAL LTD $5,5620.00%555 00.0% — 重新持有
PINS PINTEREST INC $5,5760.00%304 216245.5% $3,962 重新持有
NLY ANNALY CAPITAL MANAGEMENT IN $5,5840.00%264 00.0% — 重新持有
BN BROOKFIELD CORP $5,5860.00%138 3534.0% $1,417 重新持有
WYNN WYNN RESORTS LTD $5,5860.00%55 00.0% — 重新持有
RKLB ROCKET LAB CORP $5,5880.00%87 11.2% $64 重新持有
BBVA BANCO BILBAO VIZCAYA ARGENTA $5,5890.00%258 9558.3% $2,058 重新持有
PBR PETROLEO BRASILEIRO S A $5,6240.00%271 234632.4% $4,856 重新持有
LITE LUMENTUM HLDGS INC $5,6240.00%8 8— $5,624 新建仓
INGR INGREDION INC $5,6330.00%50 50— $5,633 新建仓
EVR EVERCORE INC $5,6720.00%19 00.0% — 重新持有
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5,7060.00%93 -283-75.3% -$1.74万 重新持有
MPLX MPLX LP $5,7070.00%100 00.0% — 重新持有
LPLA LPL FINL HLDGS INC $5,7170.00%19 00.0% — 重新持有