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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $35.69万 | 0.08% | 2,967 | 736 | 33.0% | $8.85万 | 加仓 |
| PFE | PFIZER INC | $34.83万 | 0.08% | 12,405 | 1,632 | 15.1% | $4.58万 | 加仓 |
| IEMG | ISHARES INC | $32.60万 | 0.07% | 4,674 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $30.94万 | 0.07% | 3,509 | 3,509 | — | $30.94万 | 新建仓 |
| XEL | XCEL ENERGY INC | $29.49万 | 0.07% | 3,713 | 459 | 14.1% | $3.65万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.80万 | 0.07% | 3,100 | 19 | 0.6% | $1,765 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $28.78万 | 0.07% | 659 | -1 | -0.2% | -$437 | 减仓 |
| VOE | VANGUARD INDEX FDS | $27.40万 | 0.06% | 1,487 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $27.20万 | 0.06% | 2,053 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $25.27万 | 0.06% | 8,333 | 8,333 | — | $25.27万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.15万 | 0.06% | 1,905 | 376 | 24.6% | $4.96万 | 重新持有 |
| CSCO | CISCO SYS INC | $23.01万 | 0.05% | 2,965 | 211 | 7.7% | $1.64万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.68万 | 0.05% | 671 | -77 | -10.3% | -$2.60万 | 重新持有 |
| V | VISA INC | $22.44万 | 0.05% | 742 | -211 | -22.1% | -$6.38万 | 减仓 |
| KO | COCA COLA CO | $22.30万 | 0.05% | 2,932 | 305 | 11.6% | $2.32万 | 重新持有 |
| WFC | WELLS FARGO & CO | $21.56万 | 0.05% | 2,708 | -281 | -9.4% | -$2.24万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $21.50万 | 0.05% | 933 | 5 | 0.5% | $1,152 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $20.67万 | 0.05% | 342 | -36 | -9.5% | -$2.18万 | 重新持有 |
| GE | GE AEROSPACE | $20.66万 | 0.05% | 728 | -9 | -1.2% | -$2,554 | 重新持有 |
| IWF | ISHARES TR | $20.13万 | 0.05% | 472 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $19.92万 | 0.05% | 1,379 | 15 | 1.1% | $2,167 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $19.77万 | 0.05% | 809 | 93 | 13.0% | $2.27万 | 重新持有 |
| GEV | GE VERNOVA INC | $19.47万 | 0.04% | 223 | 0 | 0.0% | — | 重新持有 |
| STIP | ISHARES TR | $19.40万 | 0.04% | 1,876 | 1,876 | — | $19.40万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $17.75万 | 0.04% | 3,662 | 0 | 0.0% | — | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $17.36万 | 0.04% | 1,050 | 1 | 0.1% | $165 | 重新持有 |
| — | THOMSON REUTERS CORP | $17.02万 | 0.04% | 1,891 | -25,420 | -93.1% | -$228.73万 | 减仓 |
| T | AT&T INC | $16.99万 | 0.04% | 5,861 | -311 | -5.0% | -$9,016 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $16.36万 | 0.04% | 2,307 | 0 | 0.0% | — | 重新持有 |
| SYK | STRYKER CORPORATION | $15.50万 | 0.04% | 472 | -4 | -0.8% | -$1,314 | 重新持有 |
| WMB | WILLIAMS COS INC | $15.45万 | 0.04% | 2,123 | 80 | 3.9% | $5,822 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $15.33万 | 0.04% | 454 | -7 | -1.5% | -$2,364 | 重新持有 |
| ENB | ENBRIDGE INC | $15.27万 | 0.04% | 2,821 | -353 | -11.1% | -$1.91万 | 重新持有 |
| IBTM | ISHARES TR | $15.26万 | 0.04% | 6,653 | 149 | 2.3% | $3,417 | 重新持有 |
| CQP | CHENIERE ENERGY PARTNERS L P | $15.07万 | 0.03% | 2,332 | 0 | 0.0% | — | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $14.94万 | 0.03% | 494 | -125 | -20.2% | -$3.78万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $14.84万 | 0.03% | 756 | -443 | -36.9% | -$8.70万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $14.06万 | 0.03% | 331 | 0 | 0.0% | — | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $13.52万 | 0.03% | 3,518 | 1,203 | 52.0% | $4.62万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $13.15万 | 0.03% | 440 | 0 | 0.0% | — | 重新持有 |
| AIQ | GLOBAL X FDS | $12.95万 | 0.03% | 2,775 | 0 | 0.0% | — | 重新持有 |
| MCD | MCDONALDS CORP | $12.56万 | 0.03% | 404 | -44 | -9.8% | -$1.37万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $12.41万 | 0.03% | 610 | 94 | 18.2% | $1.91万 | 重新持有 |
| SYSB | ISHARES TR | $12.39万 | 0.03% | 1,392 | 1,392 | — | $12.39万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $12.21万 | 0.03% | 6,223 | -2,093 | -25.2% | -$4.11万 | 重新持有 |
| RTX | RTX CORPORATION | $12.10万 | 0.03% | 627 | -74 | -10.6% | -$1.43万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $11.95万 | 0.03% | 913 | -179 | -16.4% | -$2.34万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $11.90万 | 0.03% | 501 | 1 | 0.2% | $237 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $11.89万 | 0.03% | 1,961 | 1,168 | 147.3% | $7.08万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $11.85万 | 0.03% | 4,623 | -864 | -15.7% | -$2.22万 | 重新持有 |
| AFL | AFLAC INC | $11.84万 | 0.03% | 1,079 | -12 | -1.1% | -$1,317 | 重新持有 |
| ICVT | ISHARES TR | $11.74万 | 0.03% | 1,153 | 1,153 | — | $11.74万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $11.69万 | 0.03% | 342 | 51 | 17.5% | $1.74万 | 重新持有 |
| NLR | VANECK ETF TRUST | $11.21万 | 0.03% | 841 | 841 | — | $11.21万 | 新建仓 |
| LIN | LINDE PLC | $11.10万 | 0.03% | 224 | 20 | 9.8% | $9,908 | 重新持有 |
| IJR | ISHARES TR | $11.07万 | 0.03% | 891 | -29 | -3.2% | -$3,604 | 重新持有 |
| MPC | MARATHON PETE CORP | $11.06万 | 0.03% | 453 | -86 | -16.0% | -$2.10万 | 重新持有 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.92万 | 0.03% | 5,593 | -2,094 | -27.2% | -$4.09万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $10.89万 | 0.03% | 2,169 | 144 | 7.1% | $7,230 | 重新持有 |
| TJX | TJX COS INC NEW | $10.78万 | 0.02% | 675 | 102 | 17.8% | $1.63万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $10.72万 | 0.02% | 337 | 38 | 12.7% | $1.21万 | 重新持有 |
| IWD | ISHARES TR | $10.49万 | 0.02% | 491 | -275 | -35.9% | -$5.88万 | 重新持有 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $10.31万 | 0.02% | 2,218 | 1,885 | 566.1% | $8.76万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $10.12万 | 0.02% | 347 | 0 | 0.0% | — | 重新持有 |
| IAGG | ISHARES TR | $10.01万 | 0.02% | 2,001 | 2,001 | — | $10.01万 | 新建仓 |
| PSX | PHILLIPS 66 | $9.67万 | 0.02% | 531 | 46 | 9.5% | $8,380 | 重新持有 |
| ACWI | ISHARES TR | $9.67万 | 0.02% | 699 | -362 | -34.1% | -$5.01万 | 重新持有 |
| CVS | CVS HEALTH CORP | $9.01万 | 0.02% | 1,254 | 40 | 3.3% | $2,873 | 重新持有 |
| IBTL | ISHARES TR | $8.63万 | 0.02% | 4,230 | 0 | 0.0% | — | 重新持有 |
| MO | ALTRIA GROUP INC | $8.61万 | 0.02% | 1,304 | 31 | 2.4% | $2,046 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $8.52万 | 0.02% | 315 | 41 | 15.0% | $1.11万 | 重新持有 |
| NOW | SERVICENOW INC | $8.51万 | 0.02% | 814 | 665 | 446.3% | $6.95万 | 重新持有 |
| BAC | BANK AMERICA CORP | $8.48万 | 0.02% | 1,739 | -3 | -0.2% | -$146 | 重新持有 |
| AON | AON PLC | $8.39万 | 0.02% | 260 | -63 | -19.5% | -$2.03万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $8.32万 | 0.02% | 1,157 | 28 | 2.5% | $2,014 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $8.29万 | 0.02% | 1,276 | 173 | 15.7% | $1.12万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $8.27万 | 0.02% | 296 | -13 | -4.2% | -$3,630 | 重新持有 |
| TLH | ISHARES TR | $8.21万 | 0.02% | 815 | 815 | — | $8.21万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $8.16万 | 0.02% | 2,585 | 2,585 | — | $8.16万 | 新建仓 |
| BLK | BLACKROCK INC | $8.03万 | 0.02% | 83 | -7 | -7.8% | -$6,771 | 重新持有 |
| LOPE | GRAND CANYON ED INC | $7.99万 | 0.02% | 470 | 0 | 0.0% | — | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $7.94万 | 0.02% | 1,272 | 0 | 0.0% | — | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC | $7.78万 | 0.02% | 397 | 10 | 2.6% | $1,960 | 重新持有 |
| CI | THE CIGNA GROUP | $7.74万 | 0.02% | 290 | 13 | 4.7% | $3,468 | 重新持有 |
| DBEF | DBX ETF TR | $7.63万 | 0.02% | 1,544 | -305 | -16.5% | -$1.51万 | 重新持有 |
| PEY | INVESCO EXCHANGE TRADED FD T | $7.58万 | 0.02% | 3,540 | 0 | 0.0% | — | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $7.58万 | 0.02% | 18 | 1 | 5.9% | $4,210 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $7.48万 | 0.02% | 1,220 | 494 | 68.0% | $3.03万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $7.41万 | 0.02% | 342 | 24 | 7.5% | $5,198 | 重新持有 |
| LOW | LOWES COS INC | $7.40万 | 0.02% | 313 | -14 | -4.3% | -$3,308 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $7.24万 | 0.02% | 339 | -7 | -2.0% | -$1,494 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7.05万 | 0.02% | 232 | 15 | 6.9% | $4,561 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.05万 | 0.02% | 448 | -76 | -14.5% | -$1.20万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $7.02万 | 0.02% | 385 | -12 | -3.0% | -$2,189 | 重新持有 |
| INTU | INTUIT | $7.00万 | 0.02% | 162 | -125 | -43.6% | -$5.40万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $6.94万 | 0.02% | 350 | 37 | 11.8% | $7,335 | 重新持有 |
| BITB | BITWISE BITCOIN ETF TR | $6.80万 | 0.02% | 1,846 | 0 | 0.0% | — | 重新持有 |
| CME | CME GROUP INC | $6.77万 | 0.02% | 229 | 15 | 7.0% | $4,434 | 重新持有 |
| APH | AMPHENOL CORP | $6.72万 | 0.02% | 532 | -23 | -4.1% | -$2,906 | 重新持有 |
| PWR | QUANTA SVCS INC | $6.70万 | 0.02% | 122 | 3 | 2.5% | $1,647 | 重新持有 |