JPL Wealth Management, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002010710
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PACB | PACIFIC BIOSCIENCES CALIF IN | $53 | 0.00% | 40 | 0 | 0.0% | — | 重新持有 |
| — | TERNS PHARMACEUTICALS INC | $53 | 0.00% | 1 | 1 | — | $53 | 新建仓 |
| CDNA | CAREDX INC | $53 | 0.00% | 3 | 3 | — | $53 | 新建仓 |
| — | NACCO INDS INC | $52 | 0.00% | 1 | 1 | — | $52 | 新建仓 |
| — | LINKBANCORP INC | $51 | 0.00% | 6 | 6 | — | $51 | 新建仓 |
| OKLO | OKLO INC | $50 | 0.00% | 1 | -199 | -99.5% | -$9,950 | 重新持有 |
| — | LCNB CORP | $47 | 0.00% | 3 | 3 | — | $47 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $47 | 0.00% | 2 | 2 | — | $47 | 新建仓 |
| — | LANDS END INC NEW | $45 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| ONB | OLD NATL BANCORP IND | $45 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| — | TRUBRIDGE INC | $44 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| — | FIDELITY D & D BANCORP INC | $44 | 0.00% | 1 | 1 | — | $44 | 新建仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $42 | 0.00% | 2 | 2 | — | $42 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $41 | 0.00% | 5 | 5 | — | $41 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $41 | 0.00% | 9 | 9 | — | $41 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $39 | 0.00% | 1 | 1 | — | $39 | 新建仓 |
| KELYA | KELLY SVCS INC | $36 | 0.00% | 4 | 4 | — | $36 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP | $36 | 0.00% | 2 | 2 | — | $36 | 新建仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $35 | 0.00% | 6 | 6 | — | $35 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $32 | 0.00% | 0 | 0 | — | — | 清仓 |
| OBT | ORANGE CNTY BANCORP INC | $32 | 0.00% | 1 | 1 | — | $32 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $30 | 0.00% | 3 | 3 | — | $30 | 新建仓 |
| RXO | RXO INC | $30 | 0.00% | 2 | 2 | — | $30 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $28 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| MATV | MATIV HOLDINGS INC | $27 | 0.00% | 3 | 3 | — | $27 | 新建仓 |
| — | ALDEYRA THERAPEUTICS INC | $24 | 0.00% | 14 | 14 | — | $24 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| MPAA | MOTORCAR PTS AMER INC | $23 | 0.00% | 2 | 2 | — | $23 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC | $23 | 0.00% | 9 | 9 | — | $23 | 新建仓 |
| KRRO | KORRO BIO INC | $23 | 0.00% | 2 | 2 | — | $23 | 新建仓 |
| RBB | RBB BANCORP | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $21 | 0.00% | 3 | 3 | — | $21 | 新建仓 |
| JAKK | JAKKS PAC INC | $20 | 0.00% | 1 | 1 | — | $20 | 新建仓 |
| — | AVITA MEDICAL INC | $19 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| URGN | UROGEN PHARMA LTD | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| COUR | COURSERA INC | $18 | 0.00% | 3 | 3 | — | $18 | 新建仓 |
| HLLY | HOLLEY INC | $16 | 0.00% | 5 | 5 | — | $16 | 新建仓 |
| — | EHEALTH INC | $15 | 0.00% | 11 | 11 | — | $15 | 新建仓 |
| — | GENCOR INDS INC | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| MNKD | MANNKIND CORP | $13 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| STRZ | STARZ ENTERTAINMENT CORP. | $12 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| — | OUTSET MED INC | $12 | 0.00% | 3 | 3 | — | $12 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $11 | 0.00% | 4 | 4 | — | $11 | 新建仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| — | BCB BANCORP INC | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| — | CLARUS CORP NEW | $9 | 0.00% | 3 | 3 | — | $9 | 新建仓 |
| RLGT | RADIANT LOGISTICS INC | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| HNST | HONEST CO INC | $6 | 0.00% | 2 | 2 | — | $6 | 新建仓 |
| — | ARQ INC | $6 | 0.00% | 2 | 2 | — | $6 | 新建仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -16,210 | -100.0% | -$75.04万 | 清仓 |