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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $7.74万 | 0.02% | 1,073 | -84 | -7.3% | -$6,061 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $7.58万 | 0.02% | 425 | -25 | -5.6% | -$4,456 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $7.55万 | 0.01% | 329 | -13 | -3.8% | -$2,984 | 减仓 |
| KEY | KEYCORP | $7.47万 | 0.01% | 3,241 | -51 | -1.5% | -$1,176 | 减仓 |
| WELL | WELLTOWER INC | $7.44万 | 0.01% | 328 | 15 | 4.8% | $3,405 | 加仓 |
| DES | WISDOMTREE TR | $7.26万 | 0.01% | 1,785 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $7.25万 | 0.01% | 501 | 9 | 1.8% | $1,302 | 加仓 |
| BA | BOEING CO | $7.21万 | 0.01% | 333 | 36 | 12.1% | $7,793 | 加仓 |
| TRI | THOMSON REUTERS CORP | $7.20万 | 0.01% | 882 | -1,009 | -53.4% | -$8.24万 | 减仓 |
| CB | CHUBB LIMITED | $7.19万 | 0.01% | 211 | 16 | 8.2% | $5,452 | 加仓 |
| APP | APPLOVIN CORP | $7.16万 | 0.01% | 139 | 12 | 9.4% | $6,183 | 加仓 |
| PGR | PROGRESSIVE CORP | $7.12万 | 0.01% | 326 | -24 | -6.9% | -$5,243 | 减仓 |
| LOW | LOWES COS INC | $7.08万 | 0.01% | 321 | 8 | 2.6% | $1,764 | 加仓 |
| TFC | TRUIST FINL CORP | $7.03万 | 0.01% | 1,411 | 70 | 5.2% | $3,487 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6.88万 | 0.01% | 277 | -19 | -6.4% | -$4,719 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $6.85万 | 0.01% | 70 | 3 | 4.5% | $2,934 | 加仓 |
| C | CITIGROUP INC | $6.83万 | 0.01% | 488 | 40 | 8.9% | $5,599 | 加仓 |
| LOPE | GRAND CANYON ED INC | $6.81万 | 0.01% | 476 | 6 | 1.3% | $859 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6.62万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $6.61万 | 0.01% | 3,384 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $6.60万 | 0.01% | 352 | 20 | 6.0% | $3,750 | 加仓 |
| ANET | ARISTA NETWORKS INC | $6.59万 | 0.01% | 388 | -36 | -8.5% | -$6,116 | 减仓 |
| VBR | VANGUARD INDEX FDS | $6.56万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $6.47万 | 0.01% | 293 | 64 | 27.9% | $1.41万 | 加仓 |
| IVE | ISHARES TR | $6.45万 | 0.01% | 284 | 284 | — | $6.45万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.45万 | 0.01% | 1,119 | -842 | -42.9% | -$4.85万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $6.39万 | 0.01% | 48 | 3 | 6.7% | $3,996 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6.39万 | 0.01% | 820 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $6.37万 | 0.01% | 713 | -3 | -0.4% | -$268 | 减仓 |
| UNP | UNION PAC CORP | $6.36万 | 0.01% | 234 | 12 | 5.4% | $3,264 | 加仓 |
| ABNB | AIRBNB INC | $6.33万 | 0.01% | 442 | -3 | -0.7% | -$429 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $6.28万 | 0.01% | 1,292 | 16 | 1.3% | $777 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $6.23万 | 0.01% | 3,355 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $6.23万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $6.11万 | 0.01% | 552 | 257 | 87.1% | $2.84万 | 加仓 |
| UL | UNILEVER PLC | $6.11万 | 0.01% | 1,015 | -48,896 | -98.0% | -$294.10万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $6.04万 | 0.01% | 960 | 98 | 11.4% | $6,163 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $6.03万 | 0.01% | 1,192 | 199 | 20.0% | $1.01万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $6.00万 | 0.01% | 1,064 | 12 | 1.1% | $676 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $5.88万 | 0.01% | 1,846 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.88万 | 0.01% | 1,302 | 12 | 0.9% | $541 | 加仓 |
| GLW | CORNING INC | $5.82万 | 0.01% | 228 | 3 | 1.3% | $766 | 加仓 |
| D | DOMINION ENERGY INC | $5.76万 | 0.01% | 844 | 67 | 8.6% | $4,573 | 加仓 |
| NTRS | NORTHERN TR CORP | $5.74万 | 0.01% | 330 | 12 | 3.8% | $2,086 | 加仓 |
| IEF | ISHARES TR | $5.57万 | 0.01% | 589 | 496 | 533.3% | $4.69万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $5.55万 | 0.01% | 129 | 3 | 2.4% | $1,291 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $5.54万 | 0.01% | 5,896 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $5.44万 | 0.01% | 120 | 7 | 6.2% | $3,172 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5.42万 | 0.01% | 1,075 | 1,075 | — | $5.42万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $5.41万 | 0.01% | 2,030 | 135 | 7.1% | $3,599 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $5.39万 | 0.01% | 462 | 4 | 0.9% | $467 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $5.36万 | 0.01% | 534 | 15 | 2.9% | $1,504 | 加仓 |
| FIX | COMFORT SYS USA INC | $5.35万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $5.34万 | 0.01% | 205 | 49 | 31.4% | $1.28万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $5.32万 | 0.01% | 301 | 148 | 96.7% | $2.62万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.29万 | 0.01% | 430 | -18 | -4.0% | -$2,216 | 减仓 |
| XAR | SPDR SERIES TRUST | $5.28万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.22万 | 0.01% | 233 | 52 | 28.7% | $1.16万 | 加仓 |
| DAL | DELTA AIR LINES INC | $5.17万 | 0.01% | 552 | 26 | 4.9% | $2,435 | 加仓 |
| IDXX | IDEXX LABS INC | $5.16万 | 0.01% | 98 | 10 | 11.4% | $5,264 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.15万 | 0.01% | 209 | 36 | 20.8% | $8,864 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $5.12万 | 0.01% | 1,602 | -14 | -0.9% | -$448 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5.12万 | 0.01% | 558 | 129 | 30.1% | $1.18万 | 加仓 |
| MELI | MERCADOLIBRE INC | $5.09万 | 0.01% | 30 | 3 | 11.1% | $5,092 | 加仓 |
| SNOW | SNOWFLAKE INC | $5.09万 | 0.01% | 200 | 23 | 13.0% | $5,854 | 加仓 |
| ES | EVERSOURCE ENERGY | $5.08万 | 0.01% | 703 | -103 | -12.8% | -$7,449 | 减仓 |
| NOW | SERVICENOW INC | $5.04万 | 0.01% | 508 | -306 | -37.6% | -$3.04万 | 减仓 |
| NET | CLOUDFLARE INC | $5.03万 | 0.01% | 205 | 14 | 7.3% | $3,434 | 加仓 |
| IJS | ISHARES TR | $5.02万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4.99万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.85万 | 0.01% | 535 | -9 | -1.7% | -$817 | 减仓 |
| HCA | HCA HEALTHCARE INC | $4.83万 | 0.01% | 124 | 53 | 74.6% | $2.07万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $4.83万 | 0.01% | 1,025 | -48,784 | -97.9% | -$230.07万 | 减仓 |
| QCOM | QUALCOMM INC | $4.81万 | 0.01% | 260 | -107 | -29.2% | -$1.98万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $4.80万 | 0.01% | 202 | -22 | -9.8% | -$5,227 | 减仓 |
| RMD | RESMED INC | $4.72万 | 0.01% | 242 | -11 | -4.3% | -$2,144 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $4.69万 | 0.01% | 269 | -3 | -1.1% | -$523 | 减仓 |
| NEM | NEWMONT CORP | $4.66万 | 0.01% | 499 | 135 | 37.1% | $1.26万 | 加仓 |
| PAYX | PAYCHEX INC | $4.66万 | 0.01% | 474 | -34 | -6.7% | -$3,340 | 减仓 |
| IJT | ISHARES TR | $4.59万 | 0.01% | 257 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $4.56万 | 0.01% | 335 | 31 | 10.2% | $4,216 | 加仓 |
| SRE | SEMPRA | $4.44万 | 0.01% | 479 | 7 | 1.5% | $649 | 加仓 |
| SHOP | SHOPIFY INC | $4.41万 | 0.01% | 386 | -36 | -8.5% | -$4,111 | 减仓 |
| USB | US BANCORP | $4.35万 | 0.01% | 720 | 66 | 10.1% | $3,986 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4.29万 | 0.01% | 135 | 27 | 25.0% | $8,573 | 加仓 |
| SPTM | SPDR SERIES TRUST | $4.28万 | 0.01% | 471 | 471 | — | $4.28万 | 新建仓 |
| SMH | VANECK ETF TRUST | $4.27万 | 0.01% | 65 | 65 | — | $4.27万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.22万 | 0.01% | 439 | 86 | 24.4% | $8,267 | 加仓 |
| MSCI | MSCI INC | $4.20万 | 0.01% | 75 | 2 | 2.7% | $1,120 | 加仓 |
| AZO | AUTOZONE INC | $4.15万 | 0.01% | 13 | 1 | 8.3% | $3,196 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $4.14万 | 0.01% | 555 | 114 | 25.9% | $8,497 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4.13万 | 0.01% | 110 | 6 | 5.8% | $2,252 | 加仓 |
| GM | GENERAL MTRS CO | $4.10万 | 0.01% | 532 | -16 | -2.9% | -$1,232 | 减仓 |
| EMB | ISHARES TR | $4.07万 | 0.01% | 422 | 5 | 1.2% | $482 | 加仓 |
| AMP | AMERIPRISE FINL INC | $4.04万 | 0.01% | 88 | -10 | -10.2% | -$4,588 | 减仓 |
| FLRN | SPDR SERIES TRUST | $4.00万 | 0.01% | 1,298 | 1,298 | — | $4.00万 | 新建仓 |
| STT | STATE STR CORP | $3.95万 | 0.01% | 233 | 10 | 4.5% | $1,696 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3.92万 | 0.01% | 919 | 139 | 17.8% | $5,933 | 加仓 |
| SBUX | STARBUCKS CORP | $3.90万 | 0.01% | 381 | 22 | 6.1% | $2,249 | 加仓 |
| CRM | SALESFORCE INC | $3.89万 | 0.01% | 248 | -90 | -26.6% | -$1.41万 | 减仓 |