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 |
|---|---|---|---|---|---|---|---|---|
| MCRI | MONARCH CASINO & RESORT INC | $2,501 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $2,492 | 0.00% | 32 | 18 | 128.6% | $1,402 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $2,470 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $2,460 | 0.00% | 31 | 31 | — | $2,460 | 新建仓 |
| YELP | YELP INC | $2,452 | 0.00% | 100 | -45 | -31.0% | -$1,103 | 减仓 |
| RBLX | ROBLOX CORP | $2,448 | 0.00% | 45 | -109 | -70.8% | -$5,930 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,434 | 0.00% | 41 | 41 | — | $2,434 | 新建仓 |
| OTTR | OTTER TAIL CORP | $2,430 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,417 | 0.00% | 27 | 4 | 17.4% | $358 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $2,401 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $2,397 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $2,385 | 0.00% | 3 | 2 | 200.0% | $1,590 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,384 | 0.00% | 50 | -42 | -45.7% | -$2,003 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2,380 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $2,380 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $2,379 | 0.00% | 19 | -42 | -68.9% | -$5,259 | 减仓 |
| EAGG | ISHARES TR | $2,371 | 0.00% | 50 | 50 | — | $2,371 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $2,368 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $2,360 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $2,356 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $2,356 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $2,307 | 0.00% | 26 | -12 | -31.6% | -$1,065 | 减仓 |
| DRS | LEONARDO DRS INC | $2,305 | 0.00% | 54 | 12 | 28.6% | $512 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $2,304 | 0.00% | 9 | 6 | 200.0% | $1,536 | 加仓 |
| OSK | OSHKOSH CORP | $2,303 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $2,283 | 0.00% | 372 | 93 | 33.3% | $571 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2,280 | 0.00% | 25 | 7 | 38.9% | $638 | 加仓 |
| UDR | UDR INC | $2,277 | 0.00% | 57 | 22 | 62.9% | $879 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $2,274 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $2,267 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $2,260 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AEBI | AEBI SCHMIDT HLDG AG | $2,247 | 0.00% | 179 | 179 | — | $2,247 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $2,242 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2,240 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC | $2,234 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $2,231 | 0.00% | 15 | -3 | -16.7% | -$446 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $2,219 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $2,215 | 0.00% | 33 | 33 | — | $2,215 | 新建仓 |
| AVA | AVISTA CORP | $2,210 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $2,207 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC | $2,206 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $2,198 | 0.00% | 377 | -97 | -20.5% | -$566 | 减仓 |
| CAVA | CAVA GROUP INC | $2,198 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $2,196 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $2,191 | 0.00% | 80 | 20 | 33.3% | $548 | 加仓 |
| VNT | VONTIER CORPORATION | $2,175 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $2,169 | 0.00% | 43 | 43 | — | $2,169 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $2,164 | 0.00% | 125 | -55 | -30.6% | -$952 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $2,162 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $2,160 | 0.00% | 18 | 10 | 125.0% | $1,200 | 加仓 |
| DXCM | DEXCOM INC | $2,156 | 0.00% | 32 | -16 | -33.3% | -$1,078 | 减仓 |
| NTCT | NETSCOUT SYS INC | $2,134 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $2,132 | 0.00% | 22 | -23 | -51.1% | -$2,229 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,131 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $2,124 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $2,122 | 0.00% | 332 | -241 | -42.1% | -$1,540 | 减仓 |
| VOTE | TCW ETF TRUST | $2,117 | 0.00% | 24 | 24 | — | $2,117 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $2,077 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $2,073 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $2,063 | 0.00% | 15 | 14 | 1,400.0% | $1,925 | 加仓 |
| THC | TENET HEALTHCARE CORP | $2,059 | 0.00% | 11 | 6 | 120.0% | $1,123 | 加仓 |
| VRNS | VARONIS SYS INC | $2,057 | 0.00% | 49 | -56 | -53.3% | -$2,351 | 减仓 |
| PKX | POSCO HOLDINGS INC | $2,056 | 0.00% | 40 | 40 | — | $2,056 | 新建仓 |
| WRB | BERKLEY W R CORP | $2,046 | 0.00% | 29 | 1 | 3.6% | $71 | 加仓 |
| ODC | OIL DRI CORP AMER | $2,045 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,041 | 0.00% | 23 | -3 | -11.5% | -$266 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $2,016 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $1,995 | 0.00% | 41 | 10 | 32.3% | $487 | 加仓 |
| CNA | CNA FINL CORP | $1,994 | 0.00% | 41 | -13 | -24.1% | -$632 | 减仓 |
| PRAA | PRA GROUP INC | $1,994 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $1,992 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV | $1,990 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $1,975 | 0.00% | 11 | 1 | 10.0% | $180 | 加仓 |
| COHR | COHERENT CORP | $1,973 | 0.00% | 5 | 4 | 400.0% | $1,578 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,971 | 0.00% | 59 | 12 | 25.5% | $401 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $1,953 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TR INC | $1,952 | 0.00% | 79 | 3 | 3.9% | $74 | 加仓 |
| TTC | TORO CO | $1,949 | 0.00% | 20 | -30 | -60.0% | -$2,924 | 减仓 |
| AX | AXOS FINANCIAL INC | $1,948 | 0.00% | 20 | -5 | -20.0% | -$487 | 减仓 |
| LINE | LINEAGE INC | $1,947 | 0.00% | 45 | 6 | 15.4% | $260 | 加仓 |
| REX | REX AMERICAN RES CORP | $1,942 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1,937 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $1,932 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $1,923 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1,923 | 0.00% | 15 | 15 | — | $1,923 | 新建仓 |
| PDM | PIEDMONT REALTY TRUST INC | $1,922 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1,912 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1,907 | 0.00% | 97 | -149 | -60.6% | -$2,929 | 减仓 |
| EVRG | EVERGY INC | $1,902 | 0.00% | 22 | 2 | 10.0% | $173 | 加仓 |
| CG | CARLYLE GROUP INC | $1,895 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $1,895 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $1,892 | 0.00% | 23 | 5 | 27.8% | $411 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1,891 | 0.00% | 77 | -15 | -16.3% | -$368 | 减仓 |
| IBN | ICICI BANK LIMITED | $1,888 | 0.00% | 65 | -75 | -53.6% | -$2,178 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1,887 | 0.00% | 88 | 26 | 41.9% | $558 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,886 | 0.00% | 15 | 5 | 50.0% | $629 | 加仓 |
| ROL | ROLLINS INC | $1,879 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1,872 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| OOMA | OOMA INC | $1,865 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $1,862 | 0.00% | 25 | 0 | 0.0% | — | 不变 |