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 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $3.37万 | 0.01% | 669 | 259 | 63.2% | $1.30万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $3.36万 | 0.01% | 71 | -6 | -7.8% | -$2,840 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $3.34万 | 0.01% | 295 | 39 | 15.2% | $4,414 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $3.32万 | 0.01% | 253 | -161 | -38.9% | -$2.11万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $3.32万 | 0.01% | 441 | -53 | -10.7% | -$3,988 | 重新持有 |
| CTAS | CINTAS CORP | $3.32万 | 0.01% | 196 | -109 | -35.7% | -$1.84万 | 重新持有 |
| KR | KROGER CO | $3.31万 | 0.01% | 457 | -10 | -2.1% | -$724 | 重新持有 |
| CTVA | CORTEVA INC | $3.31万 | 0.01% | 395 | 18 | 4.8% | $1,507 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $3.29万 | 0.01% | 411 | 87 | 26.9% | $6,967 | 重新持有 |
| FTI | TECHNIPFMC PLC | $3.29万 | 0.01% | 476 | 156 | 48.8% | $1.08万 | 重新持有 |
| TDS | TELEPHONE & DATA SYS INC | $3.28万 | 0.01% | 780 | -60 | -7.1% | -$2,526 | 重新持有 |
| RVMD | REVOLUTION MEDICINES INC | $3.23万 | 0.01% | 332 | 190 | 133.8% | $1.85万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $3.23万 | 0.01% | 1,126 | 664 | 143.7% | $1.91万 | 重新持有 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3.22万 | 0.01% | 1,895 | -266 | -12.3% | -$4,514 | 重新持有 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.22万 | 0.01% | 456 | 400 | 714.3% | $2.82万 | 重新持有 |
| SBUX | STARBUCKS CORP | $3.21万 | 0.01% | 359 | 40 | 12.5% | $3,581 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $3.21万 | 0.01% | 74 | 6 | 8.8% | $2,604 | 重新持有 |
| — | HONEYWELL INTL INC | $3.15万 | 0.01% | 139 | -9 | -6.1% | -$2,040 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.07万 | 0.01% | 1,290 | -1,432 | -52.6% | -$3.41万 | 重新持有 |
| GLW | CORNING INC | $3.06万 | 0.01% | 225 | -177 | -44.0% | -$2.41万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.03万 | 0.01% | 948 | -57 | -5.7% | -$1,825 | 重新持有 |
| ACGL | ARCH CAP GROUP LTD | $3.02万 | 0.01% | 314 | 8 | 2.6% | $769 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $3.00万 | 0.01% | 613 | 0 | 0.0% | — | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $2.97万 | 0.01% | 108 | -7 | -6.1% | -$1,926 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $2.97万 | 0.01% | 105 | -172 | -62.1% | -$4.86万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $2.96万 | 0.01% | 71 | -6 | -7.8% | -$2,500 | 重新持有 |
| MCHI | ISHARES TR | $2.95万 | 0.01% | 524 | 6 | 1.2% | $337 | 重新持有 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.93万 | 0.01% | 355 | -80 | -18.4% | -$6,594 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.89万 | 0.01% | 104 | 4 | 4.0% | $1,112 | 重新持有 |
| SNPS | SYNOPSYS INC | $2.85万 | 0.01% | 72 | -11 | -13.3% | -$4,362 | 重新持有 |
| STT | STATE STR CORP | $2.82万 | 0.01% | 223 | -24 | -9.7% | -$3,037 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $2.80万 | 0.01% | 486 | -20 | -4.0% | -$1,153 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $2.80万 | 0.01% | 304 | 7 | 2.4% | $645 | 重新持有 |
| — | MASIMO CORP | $2.77万 | 0.01% | 156 | 30 | 23.8% | $5,336 | 重新持有 |
| EWJ | ISHARES INC | $2.77万 | 0.01% | 328 | 0 | 0.0% | — | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.75万 | 0.01% | 462 | 0 | 0.0% | — | 重新持有 |
| EBAY | EBAY INC. | $2.75万 | 0.01% | 302 | -10 | -3.2% | -$910 | 重新持有 |
| PODD | INSULET CORP | $2.73万 | 0.01% | 130 | -45 | -25.7% | -$9,443 | 重新持有 |
| ROST | ROSS STORES INC | $2.71万 | 0.01% | 125 | 52 | 71.2% | $1.13万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $2.70万 | 0.01% | 885 | 0 | 0.0% | — | 重新持有 |
| CSX | CSX CORP | $2.70万 | 0.01% | 657 | 7 | 1.1% | $287 | 重新持有 |
| MET | METLIFE INC | $2.69万 | 0.01% | 381 | -19 | -4.8% | -$1,344 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.67万 | 0.01% | 1,352 | -547 | -28.8% | -$1.08万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $2.67万 | 0.01% | 177 | 4 | 2.3% | $603 | 重新持有 |
| FICO | FAIR ISAAC CORP | $2.67万 | 0.01% | 25 | -6 | -19.4% | -$6,405 | 重新持有 |
| EWG | ISHARES INC | $2.66万 | 0.01% | 670 | 0 | 0.0% | — | 重新持有 |
| MTB | M & T BK CORP | $2.65万 | 0.01% | 128 | -6 | -4.5% | -$1,240 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $2.62万 | 0.01% | 264 | 20 | 8.2% | $1,981 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $2.59万 | 0.01% | 97 | 0 | 0.0% | — | 重新持有 |
| LNC | LINCOLN NATL CORP IND | $2.56万 | 0.01% | 721 | 0 | 0.0% | — | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.56万 | 0.01% | 353 | 9 | 2.6% | $652 | 重新持有 |
| THG | HANOVER INS GROUP INC | $2.51万 | 0.01% | 145 | 0 | 0.0% | — | 重新持有 |
| ORI | OLD REP INTL CORP | $2.51万 | 0.01% | 628 | 0 | 0.0% | — | 重新持有 |
| BX | BLACKSTONE INC | $2.47万 | 0.01% | 215 | -70 | -24.6% | -$8,050 | 重新持有 |
| FSSL | FS SPECIALTY LENDING FD | $2.46万 | 0.01% | 1,965 | 1,965 | — | $2.46万 | 新建仓 |
| FDX | FEDEX CORP | $2.46万 | 0.01% | 69 | 25 | 56.8% | $8,905 | 重新持有 |
| KWEB | KRANESHARES TRUST | $2.45万 | 0.01% | 862 | 49 | 6.0% | $1,394 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.45万 | 0.01% | 124 | 42 | 51.2% | $8,295 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $2.43万 | 0.01% | 76 | -55 | -42.0% | -$1.76万 | 重新持有 |
| NVS | NOVARTIS AG | $2.42万 | 0.01% | 158 | 67 | 73.6% | $1.03万 | 重新持有 |
| — | JANUS HENDERSON GROUP PLC | $2.42万 | 0.01% | 471 | 5 | 1.1% | $257 | 重新持有 |
| DIS | DISNEY WALT CO | $2.41万 | 0.01% | 250 | -15 | -5.7% | -$1,447 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $2.40万 | 0.01% | 92 | 11 | 13.6% | $2,872 | 重新持有 |
| EOG | EOG RES INC | $2.39万 | 0.01% | 165 | 17 | 11.5% | $2,458 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $2.37万 | 0.01% | 120 | 7 | 6.2% | $1,382 | 重新持有 |
| SF | STIFEL FINL CORP | $2.37万 | 0.01% | 320 | 180 | 128.6% | $1.33万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $2.36万 | 0.01% | 94 | 17 | 22.1% | $4,260 | 重新持有 |
| DVY | ISHARES TR | $2.35万 | 0.01% | 155 | 0 | 0.0% | — | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.34万 | 0.01% | 83 | 34 | 69.4% | $9,601 | 重新持有 |
| BURL | BURLINGTON STORES INC | $2.34万 | 0.01% | 72 | -39 | -35.1% | -$1.27万 | 重新持有 |
| FAST | FASTENAL CO | $2.33万 | 0.01% | 503 | 73 | 17.0% | $3,385 | 重新持有 |
| EQIX | EQUINIX INC | $2.25万 | 0.01% | 23 | 10 | 76.9% | $9,803 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $2.25万 | 0.01% | 988 | 252 | 34.2% | $5,736 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $2.24万 | 0.01% | 78 | -6 | -7.1% | -$1,722 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $2.23万 | 0.01% | 168 | 67 | 66.3% | $8,905 | 重新持有 |
| AIZ | ASSURANT INC | $2.22万 | 0.01% | 102 | -5 | -4.7% | -$1,089 | 重新持有 |
| SHEL | SHELL PLC | $2.21万 | 0.01% | 238 | 23 | 10.7% | $2,139 | 重新持有 |
| CRH | CRH PLC | $2.21万 | 0.01% | 210 | 137 | 187.7% | $1.44万 | 重新持有 |
| LVS | LAS VEGAS SANDS CORP | $2.20万 | 0.01% | 409 | 49 | 13.6% | $2,640 | 重新持有 |
| STE | STERIS PLC | $2.20万 | 0.01% | 100 | 9 | 9.9% | $1,982 | 重新持有 |
| LMND | LEMONADE INC | $2.19万 | 0.01% | 350 | 0 | 0.0% | — | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $2.17万 | 0.00% | 339 | -1,128 | -76.9% | -$7.23万 | 重新持有 |
| F | FORD MTR CO | $2.14万 | 0.00% | 1,851 | 9 | 0.5% | $104 | 重新持有 |
| VTRS | VIATRIS INC | $2.12万 | 0.00% | 1,572 | 0 | 0.0% | — | 重新持有 |
| SENEA | SENECA FOODS CORP NEW | $2.12万 | 0.00% | 140 | 0 | 0.0% | — | 重新持有 |
| GRMN | GARMIN LTD | $2.11万 | 0.00% | 91 | 23 | 33.8% | $5,337 | 重新持有 |
| AA | ALCOA CORP | $2.11万 | 0.00% | 318 | 60 | 23.3% | $3,977 | 重新持有 |
| PLD | PROLOGIS INC. | $2.10万 | 0.00% | 159 | 58 | 57.4% | $7,667 | 重新持有 |
| ADBE | ADOBE INC | $2.09万 | 0.00% | 86 | -6,145 | -98.6% | -$149.38万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $2.08万 | 0.00% | 370 | -18 | -4.6% | -$1,014 | 重新持有 |
| — | ELECTRONIC ARTS INC | $2.08万 | 0.00% | 102 | -19 | -15.7% | -$3,874 | 重新持有 |
| TECK | TECK RESOURCES LTD | $2.08万 | 0.00% | 401 | -70 | -14.9% | -$3,623 | 重新持有 |
| BMO | BANK MONTREAL MEDIUM | $2.07万 | 0.00% | 153 | -1 | -0.6% | -$135 | 重新持有 |
| JXN | JACKSON FINANCIAL INC | $2.06万 | 0.00% | 195 | -5 | -2.5% | -$529 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $2.06万 | 0.00% | 126 | 22 | 21.2% | $3,599 | 重新持有 |
| HAL | HALLIBURTON CO | $2.03万 | 0.00% | 522 | 385 | 281.0% | $1.50万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $2.00万 | 0.00% | 203 | 190 | 1,461.5% | $1.87万 | 重新持有 |
| EXC | EXELON CORP | $1.99万 | 0.00% | 406 | 51 | 14.4% | $2,500 | 重新持有 |
| GLD | SPDR GOLD TR | $1.98万 | 0.00% | 46 | 21 | 84.0% | $9,036 | 重新持有 |
| NDAQ | NASDAQ INC | $1.98万 | 0.00% | 233 | 8 | 3.6% | $679 | 重新持有 |