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 |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | $1.94万 | 0.00% | 164 | -29 | -15.0% | -$3,424 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $1.93万 | 0.00% | 25 | 13 | 108.3% | $1.00万 | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.91万 | 0.00% | 268 | 34 | 14.5% | $2,420 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $1.91万 | 0.00% | 28 | 4 | 16.7% | $2,725 | 重新持有 |
| PCG | PG&E CORP | $1.90万 | 0.00% | 1,081 | 695 | 180.1% | $1.22万 | 重新持有 |
| ALLY | ALLY FINL INC | $1.88万 | 0.00% | 480 | 24 | 5.3% | $941 | 重新持有 |
| ETR | ENTERGY CORP NEW | $1.88万 | 0.00% | 167 | 0 | 0.0% | — | 重新持有 |
| MDT | MEDTRONIC PLC | $1.86万 | 0.00% | 214 | -203 | -48.7% | -$1.76万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $1.85万 | 0.00% | 166 | 19 | 12.9% | $2,117 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $1.84万 | 0.00% | 406 | -87 | -17.6% | -$3,941 | 重新持有 |
| MCK | MCKESSON CORP | $1.82万 | 0.00% | 21 | -2 | -8.7% | -$1,731 | 重新持有 |
| IQV | IQVIA HLDGS INC | $1.81万 | 0.00% | 106 | 87 | 457.9% | $1.48万 | 重新持有 |
| CMI | CUMMINS INC | $1.78万 | 0.00% | 33 | 6 | 22.2% | $3,228 | 重新持有 |
| PCAR | PACCAR INC | $1.77万 | 0.00% | 153 | 34 | 28.6% | $3,935 | 重新持有 |
| EXR | EXTRA SPACE STORAGE INC | $1.77万 | 0.00% | 135 | 90 | 200.0% | $1.18万 | 重新持有 |
| TEL | TE CONNECTIVITY PLC | $1.77万 | 0.00% | 85 | -8 | -8.6% | -$1,666 | 重新持有 |
| EXEL | EXELIXIS INC | $1.77万 | 0.00% | 412 | 45 | 12.3% | $1,930 | 重新持有 |
| EWBC | EAST WEST BANCORP INC | $1.76万 | 0.00% | 165 | 0 | 0.0% | — | 重新持有 |
| VOT | VANGUARD INDEX FDS | $1.74万 | 0.00% | 68 | -13,531 | -99.5% | -$346.63万 | 减仓 |
| CROX | CROCS INC | $1.74万 | 0.00% | 209 | 0 | 0.0% | — | 重新持有 |
| VMC | VULCAN MATLS CO | $1.72万 | 0.00% | 63 | 3 | 5.0% | $819 | 重新持有 |
| HRL | HORMEL FOODS CORP | $1.72万 | 0.00% | 758 | 0 | 0.0% | — | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $1.72万 | 0.00% | 92 | 3 | 3.4% | $560 | 重新持有 |
| ECL | ECOLAB INC | $1.70万 | 0.00% | 64 | -31 | -32.6% | -$8,247 | 重新持有 |
| BLND | BLEND LABS INC | $1.70万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.70万 | 0.00% | 71 | 2 | 2.9% | $479 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.69万 | 0.00% | 125 | -69 | -35.6% | -$9,332 | 重新持有 |
| BKD | BROOKDALE SR LIVING INC | $1.68万 | 0.00% | 1,225 | 0 | 0.0% | — | 重新持有 |
| LEN | LENNAR CORP | $1.67万 | 0.00% | 192 | -28 | -12.7% | -$2,430 | 重新持有 |
| PRU | PRUDENTIAL FINL INC | $1.66万 | 0.00% | 170 | 52 | 44.1% | $5,080 | 重新持有 |
| TTE | TOTALENERGIES SE | $1.66万 | 0.00% | 182 | 182 | — | $1.66万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.66万 | 0.00% | 276 | 7 | 2.6% | $420 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.63万 | 0.00% | 56 | 22 | 64.7% | $6,391 | 重新持有 |
| MOD | MODINE MFG CO | $1.63万 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| EME | EMCOR GROUP INC | $1.62万 | 0.00% | 22 | 2 | 10.0% | $1,477 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $1.59万 | 0.00% | 27 | 2 | 8.0% | $1,177 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.59万 | 0.00% | 48 | 2 | 4.3% | $662 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $1.58万 | 0.00% | 107 | 107 | — | $1.58万 | 新建仓 |
| DOV | DOVER CORP | $1.58万 | 0.00% | 76 | 1 | 1.3% | $208 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $1.55万 | 0.00% | 78 | 0 | 0.0% | — | 重新持有 |
| BKU | BANKUNITED INC | $1.53万 | 0.00% | 338 | 0 | 0.0% | — | 重新持有 |
| USMV | ISHARES TR | $1.52万 | 0.00% | 164 | 0 | 0.0% | — | 重新持有 |
| IUSV | ISHARES TR | $1.51万 | 0.00% | 148 | 0 | 0.0% | — | 重新持有 |
| BHP | BHP BILLITON LIMITED | $1.51万 | 0.00% | 208 | 76 | 57.6% | $5,529 | 重新持有 |
| AEE | AMEREN CORP | $1.51万 | 0.00% | 137 | 5 | 3.8% | $550 | 重新持有 |
| MMM | 3M CO | $1.50万 | 0.00% | 103 | -21 | -16.9% | -$3,060 | 重新持有 |
| MFC | MANULIFE FINL CORP | $1.50万 | 0.00% | 435 | -8 | -1.8% | -$276 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.50万 | 0.00% | 910 | 85 | 10.3% | $1,397 | 重新持有 |
| MTUM | ISHARES TR | $1.49万 | 0.00% | 62 | 0 | 0.0% | — | 重新持有 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.48万 | 0.00% | 99 | 21 | 26.9% | $3,141 | 重新持有 |
| TEM | TEMPUS AI INC | $1.48万 | 0.00% | 327 | 0 | 0.0% | — | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $1.48万 | 0.00% | 242 | 23 | 10.5% | $1,404 | 重新持有 |
| IR | INGERSOLL RAND INC | $1.47万 | 0.00% | 184 | -13 | -6.6% | -$1,042 | 重新持有 |
| WWD | WOODWARD INC | $1.47万 | 0.00% | 41 | 10 | 32.3% | $3,579 | 重新持有 |
| CBRE | CBRE GROUP INC | $1.46万 | 0.00% | 108 | -11 | -9.2% | -$1,490 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.46万 | 0.00% | 68 | 68 | — | $1.46万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $1.46万 | 0.00% | 396 | -752 | -65.5% | -$2.76万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.45万 | 0.00% | 200 | 49 | 32.5% | $3,564 | 重新持有 |
| NWSA | NEWS CORP NEW | $1.45万 | 0.00% | 581 | 41 | 7.6% | $1,022 | 重新持有 |
| LBRT | LIBERTY ENERGY INC | $1.44万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.43万 | 0.00% | 49 | 39 | 390.0% | $1.14万 | 重新持有 |
| AMBA | AMBARELLA INC | $1.42万 | 0.00% | 275 | 0 | 0.0% | — | 重新持有 |
| COO | COOPER COS INC | $1.41万 | 0.00% | 197 | 57 | 40.7% | $4,076 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.41万 | 0.00% | 218 | 6 | 2.8% | $388 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.41万 | 0.00% | 163 | 163 | — | $1.41万 | 新建仓 |
| HDV | ISHARES TR | $1.38万 | 0.00% | 102 | 0 | 0.0% | — | 重新持有 |
| SSD | SIMPSON MFG INC | $1.37万 | 0.00% | 80 | 0 | 0.0% | — | 重新持有 |
| PDN | INVESCO EXCH TRADED FD TR II | $1.37万 | 0.00% | 315 | 0 | 0.0% | — | 重新持有 |
| FRME | FIRST MERCHANTS CORP | $1.36万 | 0.00% | 350 | 0 | 0.0% | — | 重新持有 |
| PHM | PULTE GROUP INC | $1.35万 | 0.00% | 115 | -5 | -4.2% | -$588 | 重新持有 |
| ITT | ITT INC | $1.33万 | 0.00% | 70 | 50 | 250.0% | $9,527 | 重新持有 |
| R | RYDER SYS INC | $1.33万 | 0.00% | 65 | 0 | 0.0% | — | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $1.33万 | 0.00% | 150 | 0 | 0.0% | — | 重新持有 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.32万 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| TOL | TOLL BROTHERS INC | $1.31万 | 0.00% | 96 | 0 | 0.0% | — | 重新持有 |
| MTG | MGIC INVT CORP WIS | $1.31万 | 0.00% | 498 | 78 | 18.6% | $2,048 | 重新持有 |
| IWR | ISHARES TR | $1.30万 | 0.00% | 134 | 0 | 0.0% | — | 重新持有 |
| VBK | VANGUARD INDEX FDS | $1.30万 | 0.00% | 43 | 0 | 0.0% | — | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC | $1.29万 | 0.00% | 46 | 0 | 0.0% | — | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. | $1.28万 | 0.00% | 76 | 0 | 0.0% | — | 重新持有 |
| PR | PERMIAN RESOURCES CORP | $1.28万 | 0.00% | 598 | 88 | 17.3% | $1,876 | 重新持有 |
| — | SILA REALTY TRUST INC | $1.25万 | 0.00% | 529 | 0 | 0.0% | — | 重新持有 |
| BRO | BROWN & BROWN INC | $1.25万 | 0.00% | 192 | -7 | -3.5% | -$457 | 重新持有 |
| VEEV | VEEVA SYS INC | $1.25万 | 0.00% | 71 | -141 | -66.5% | -$2.48万 | 重新持有 |
| MSTR | STRATEGY INC | $1.24万 | 0.00% | 99 | -9,296 | -98.9% | -$116.02万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $1.22万 | 0.00% | 68 | -5 | -6.8% | -$900 | 重新持有 |
| AME | AMETEK INC | $1.22万 | 0.00% | 57 | 9 | 18.8% | $1,929 | 重新持有 |
| HALO | HALOZYME THERAPEUTICS INC | $1.22万 | 0.00% | 189 | 17 | 9.9% | $1,099 | 重新持有 |
| VRSN | VERISIGN INC | $1.22万 | 0.00% | 49 | -18 | -26.9% | -$4,483 | 重新持有 |
| NUE | NUCOR CORP | $1.22万 | 0.00% | 72 | 3 | 4.3% | $507 | 重新持有 |
| — | WEBSTER FINL CORP | $1.20万 | 0.00% | 173 | 38 | 28.1% | $2,638 | 重新持有 |
| GRNY | TIDAL TRUST I | $1.19万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| JLL | JONES LANG LASALLE INC | $1.19万 | 0.00% | 39 | -24 | -38.1% | -$7,304 | 重新持有 |
| — | EA SERIES TRUST | $1.18万 | 0.00% | 430 | 430 | — | $1.18万 | 新建仓 |
| TKR | TIMKEN CO | $1.17万 | 0.00% | 116 | 0 | 0.0% | — | 重新持有 |
| GLDM | WORLD GOLD TR | $1.17万 | 0.00% | 126 | 0 | 0.0% | — | 重新持有 |
| DASH | DOORDASH INC | $1.16万 | 0.00% | 77 | 0 | 0.0% | — | 重新持有 |
| AOR | ISHARES TR | $1.15万 | 0.00% | 179 | 0 | 0.0% | — | 重新持有 |
| RY | ROYAL BK CDA | $1.15万 | 0.00% | 71 | 14 | 24.6% | $2,265 | 重新持有 |
| IWM | ISHARES TR | $1.14万 | 0.00% | 46 | -128 | -73.6% | -$3.17万 | 重新持有 |