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 |
|---|---|---|---|---|---|---|---|---|
| IBTK | ISHARES TR | $6.67万 | 0.02% | 3,384 | -732 | -17.8% | -$1.44万 | 重新持有 |
| KEY | KEYCORP | $6.60万 | 0.02% | 3,292 | 20 | 0.6% | $401 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.49万 | 0.01% | 132 | 75 | 131.6% | $3.69万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $6.43万 | 0.01% | 820 | -139 | -14.5% | -$1.09万 | 重新持有 |
| DES | WISDOMTREE TR | $6.42万 | 0.01% | 1,785 | 0 | 0.0% | — | 重新持有 |
| CB | CHUBB LTD SWITZ | $6.36万 | 0.01% | 195 | 32 | 19.6% | $1.04万 | 重新持有 |
| CRM | SALESFORCE INC | $6.31万 | 0.01% | 338 | -157 | -31.7% | -$2.93万 | 重新持有 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $6.26万 | 0.01% | 3,355 | 0 | 0.0% | — | 重新持有 |
| WELL | WELLTOWER INC | $6.19万 | 0.01% | 313 | -22 | -6.6% | -$4,350 | 重新持有 |
| TFC | TRUIST FINL CORP | $6.16万 | 0.01% | 1,341 | -53 | -3.8% | -$2,436 | 重新持有 |
| INTC | INTEL CORP | $6.14万 | 0.01% | 1,391 | 664 | 91.3% | $2.93万 | 重新持有 |
| KLAC | KLA CORP | $6.04万 | 0.01% | 41 | 4 | 10.8% | $5,890 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $6.00万 | 0.01% | 67 | -6 | -8.2% | -$5,372 | 重新持有 |
| BA | BOEING CO | $5.91万 | 0.01% | 297 | -10 | -3.3% | -$1,990 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $5.87万 | 0.01% | 270 | -131 | -32.7% | -$2.85万 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.85万 | 0.01% | 250 | -205 | -45.1% | -$4.80万 | 重新持有 |
| BNY | BANK NEW YORK MELLON CORP | $5.84万 | 0.01% | 492 | 6 | 1.2% | $712 | 重新持有 |
| ASML | ASML HLDG NV | $5.68万 | 0.01% | 43 | 8 | 22.9% | $1.06万 | 重新持有 |
| RMD | RESMED INC | $5.68万 | 0.01% | 253 | -15 | -5.6% | -$3,367 | 重新持有 |
| ABNB | AIRBNB INC | $5.62万 | 0.01% | 445 | 104 | 30.5% | $1.31万 | 重新持有 |
| SNDK | SANDISK CORP | $5.59万 | 0.01% | 88 | 1 | 1.1% | $635 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $5.58万 | 0.01% | 544 | -88 | -13.9% | -$9,033 | 重新持有 |
| ES | EVERSOURCE ENERGY | $5.58万 | 0.01% | 806 | 188 | 30.4% | $1.30万 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $5.54万 | 0.01% | 321 | 199 | 163.1% | $3.43万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.46万 | 0.01% | 122 | -6 | -4.7% | -$2,684 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $5.42万 | 0.01% | 1,616 | 204 | 14.4% | $6,839 | 重新持有 |
| UNP | UNION PAC CORP | $5.39万 | 0.01% | 222 | -9,911 | -97.8% | -$240.46万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $5.36万 | 0.01% | 1,840 | 0 | 0.0% | — | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $5.30万 | 0.01% | 458 | -170 | -27.1% | -$1.97万 | 重新持有 |
| UNM | UNUM GROUP | $5.23万 | 0.01% | 716 | -12 | -1.6% | -$876 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $5.22万 | 0.01% | 45 | -2 | -4.3% | -$2,318 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $5.21万 | 0.01% | 424 | 20 | 5.0% | $2,456 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $5.20万 | 0.01% | 1,895 | 205 | 12.1% | $5,629 | 重新持有 |
| C | CITIGROUP INC | $5.08万 | 0.01% | 448 | -49 | -9.9% | -$5,557 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $5.07万 | 0.01% | 862 | 22 | 2.6% | $1,293 | 重新持有 |
| APP | APPLOVIN CORP | $5.05万 | 0.01% | 127 | -16 | -11.2% | -$6,368 | 重新持有 |
| URI | UNITED RENTALS INC | $5.03万 | 0.01% | 69 | -6 | -8.0% | -$4,371 | 重新持有 |
| SHOP | SHOPIFY INC | $5.01万 | 0.01% | 422 | 206 | 95.4% | $2.44万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $4.99万 | 0.01% | 59 | -4 | -6.3% | -$3,384 | 重新持有 |
| CLF | CLEVELAND-CLIFFS INC NEW | $4.98万 | 0.01% | 5,896 | 0 | 0.0% | — | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $4.95万 | 0.01% | 993 | 493 | 98.6% | $2.46万 | 重新持有 |
| IDXX | IDEXX LABS INC | $4.94万 | 0.01% | 88 | -18 | -17.0% | -$1.01万 | 重新持有 |
| MCO | MOODYS CORP | $4.93万 | 0.01% | 113 | 2 | 1.8% | $873 | 重新持有 |
| LGND | LIGAND PHARMACEUTICALS INC | $4.91万 | 0.01% | 246 | -50 | -16.9% | -$9,983 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $4.89万 | 0.01% | 780 | -408 | -34.3% | -$2.56万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $4.89万 | 0.01% | 1,052 | 539 | 105.1% | $2.50万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $4.86万 | 0.01% | 245 | 10 | 4.3% | $1,983 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $4.84万 | 0.01% | 279 | 106 | 61.3% | $1.84万 | 重新持有 |
| D | DOMINION ENERGY INC | $4.80万 | 0.01% | 777 | 293 | 60.5% | $1.81万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $4.73万 | 0.01% | 224 | 25 | 12.6% | $5,283 | 重新持有 |
| QCOM | QUALCOMM INC | $4.73万 | 0.01% | 367 | -182 | -33.2% | -$2.34万 | 重新持有 |
| XAR | SPDR SERIES TRUST | $4.72万 | 0.01% | 186 | 186 | — | $4.72万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $4.68万 | 0.01% | 272 | 227 | 504.4% | $3.91万 | 重新持有 |
| PAYX | PAYCHEX INC | $4.68万 | 0.01% | 508 | -22,973 | -97.8% | -$211.42万 | 减仓 |
| MELI | MERCADOLIBRE INC | $4.67万 | 0.01% | 27 | -5 | -15.6% | -$8,645 | 重新持有 |
| SRE | SEMPRA | $4.59万 | 0.01% | 472 | 16 | 3.5% | $1,555 | 重新持有 |
| NTRS | NORTHERN TR CORP | $4.44万 | 0.01% | 318 | -242 | -43.2% | -$3.38万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $4.41万 | 0.01% | 201 | -16 | -7.4% | -$3,507 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $4.36万 | 0.01% | 98 | -68 | -41.0% | -$3.02万 | 重新持有 |
| IJS | ISHARES TR | $4.35万 | 0.01% | 367 | 0 | 0.0% | — | 重新持有 |
| ITOT | ISHARES TR | $4.33万 | 0.01% | 304 | 0 | 0.0% | — | 重新持有 |
| TMUS | T-MOBILE US INC | $4.23万 | 0.01% | 202 | -225 | -52.7% | -$4.71万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.22万 | 0.01% | 108 | 2 | 1.9% | $781 | 重新持有 |
| GM | GENERAL MTRS CO | $4.08万 | 0.01% | 548 | 21 | 4.0% | $1,562 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.07万 | 0.01% | 104 | 3 | 3.0% | $1,175 | 重新持有 |
| AZO | AUTOZONE INC | $4.05万 | 0.01% | 12 | -3 | -20.0% | -$1.01万 | 重新持有 |
| NET | CLOUDFLARE INC | $3.94万 | 0.01% | 191 | -18 | -8.6% | -$3,714 | 重新持有 |
| NEM | NEWMONT CORP | $3.94万 | 0.01% | 364 | 40 | 12.3% | $4,329 | 重新持有 |
| MSCI | MSCI INC | $3.93万 | 0.01% | 73 | 9 | 14.1% | $4,851 | 重新持有 |
| OKE | ONEOK INC NEW | $3.93万 | 0.01% | 435 | 100 | 29.9% | $9,039 | 重新持有 |
| EMB | ISHARES TR | $3.92万 | 0.01% | 417 | 417 | — | $3.92万 | 新建仓 |
| KKR | KKR & CO INC | $3.89万 | 0.01% | 420 | -57 | -11.9% | -$5,273 | 重新持有 |
| WM | WASTE MGMT INC DEL | $3.87万 | 0.01% | 168 | 32 | 23.5% | $7,369 | 重新持有 |
| VLO | VALERO ENERGY CORP | $3.85万 | 0.01% | 156 | 0 | 0.0% | — | 重新持有 |
| HSBC | HSBC HLDGS PLC | $3.84万 | 0.01% | 466 | -114 | -19.7% | -$9,404 | 重新持有 |
| ZTS | ZOETIS INC | $3.83万 | 0.01% | 324 | 184 | 131.4% | $2.18万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $3.83万 | 0.01% | 83 | -18 | -17.8% | -$8,298 | 重新持有 |
| AZN | ASTRAZENECA PLC | $3.79万 | 0.01% | 192 | 192 | — | $3.79万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $3.72万 | 0.01% | 27 | 9 | 50.0% | $1.24万 | 重新持有 |
| IJT | ISHARES TR | $3.72万 | 0.01% | 257 | -42 | -14.0% | -$6,081 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $3.70万 | 0.01% | 187 | 3 | 1.6% | $593 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.68万 | 0.01% | 181 | -11 | -5.7% | -$2,235 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $3.66万 | 0.01% | 429 | -42 | -8.9% | -$3,580 | 重新持有 |
| — | KRANESHARES TRUST | $3.65万 | 0.01% | 1,129 | 2 | 0.2% | $65 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $3.60万 | 0.01% | 173 | -12 | -6.5% | -$2,497 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $3.60万 | 0.01% | 519 | -83 | -13.8% | -$5,752 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.59万 | 0.01% | 104 | 9 | 9.5% | $3,106 | 重新持有 |
| DHR | DANAHER CORP DEL | $3.58万 | 0.01% | 189 | 62 | 48.8% | $1.17万 | 重新持有 |
| B | BARRICK MNG CORP | $3.57万 | 0.01% | 876 | 30 | 3.5% | $1,224 | 重新持有 |
| BDX | BECTON DICKINSON & CO | $3.54万 | 0.01% | 225 | 173 | 332.7% | $2.72万 | 重新持有 |
| SLB | SLB LIMITED | $3.50万 | 0.01% | 682 | 139 | 25.6% | $7,143 | 重新持有 |
| DAL | DELTA AIR LINES INC | $3.50万 | 0.01% | 526 | 170 | 47.8% | $1.13万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $3.48万 | 0.01% | 370 | -234 | -38.7% | -$2.20万 | 重新持有 |
| RL | RALPH LAUREN CORP | $3.47万 | 0.01% | 101 | 16 | 18.8% | $5,504 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $3.47万 | 0.01% | 101 | -16 | -13.7% | -$5,492 | 重新持有 |
| CDE | COEUR MNG INC | $3.46万 | 0.01% | 1,845 | 0 | 0.0% | — | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.46万 | 0.01% | 71 | 21 | 42.0% | $1.02万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.42万 | 0.01% | 261 | 77 | 41.8% | $1.01万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $3.42万 | 0.01% | 119 | 7 | 6.2% | $2,010 | 重新持有 |
| USB | US BANCORP | $3.40万 | 0.01% | 654 | 65 | 11.0% | $3,381 | 重新持有 |