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 |
|---|---|---|---|---|---|---|---|---|
| LMND | LEMONADE INC | $2.28万 | 0.00% | 351 | 1 | 0.3% | $65 | 加仓 |
| BURL | BURLINGTON STORES INC | $2.28万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $2.27万 | 0.00% | 108 | 8 | 8.0% | $1,685 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.27万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $2.26万 | 0.00% | 95 | -10 | -9.5% | -$2,379 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2.25万 | 0.00% | 544 | -125 | -18.7% | -$5,167 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2.23万 | 0.00% | 45 | 20 | 80.0% | $9,902 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.21万 | 0.00% | 937 | -415 | -30.7% | -$9,786 | 减仓 |
| ALLY | ALLY FINL INC | $2.20万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $2.20万 | 0.00% | 404 | -8 | -1.9% | -$435 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $2.19万 | 0.00% | 1,965 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $2.14万 | 0.00% | 111 | 5 | 4.7% | $966 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $2.14万 | 0.00% | 181 | 15 | 9.0% | $1,775 | 加仓 |
| MTUM | ISHARES TR | $2.13万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $2.12万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $2.11万 | 0.00% | 862 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $2.09万 | 0.00% | 229 | 11 | 5.0% | $1,004 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $2.08万 | 0.00% | 323 | 323 | — | $2.08万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.08万 | 0.00% | 45 | -26 | -36.6% | -$1.20万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2.07万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $2.02万 | 0.00% | 176 | 9 | 5.4% | $1,034 | 加仓 |
| MOD | MODINE MFG CO | $2.00万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $2.00万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1.97万 | 0.00% | 83 | -8 | -8.8% | -$1,900 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $1.97万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.97万 | 0.00% | 112 | 71 | 173.2% | $1.25万 | 加仓 |
| CNC | CENTENE CORP DEL | $1.96万 | 0.00% | 305 | 104 | 51.7% | $6,676 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.95万 | 0.00% | 151 | -14 | -8.5% | -$1,807 | 减仓 |
| ESGU | ISHARES TR | $1.95万 | 0.00% | 119 | 119 | — | $1.95万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.95万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $1.95万 | 0.00% | 215 | 23 | 12.0% | $2,081 | 加仓 |
| OC | OWENS CORNING NEW | $1.94万 | 0.00% | 122 | 22 | 22.0% | $3,497 | 加仓 |
| RPM | RPM INTL INC | $1.93万 | 0.00% | 174 | 74 | 74.0% | $8,225 | 加仓 |
| NDAQ | NASDAQ INC | $1.92万 | 0.00% | 244 | 11 | 4.7% | $867 | 加仓 |
| HRL | HORMEL FOODS CORP | $1.92万 | 0.00% | 773 | 15 | 2.0% | $372 | 加仓 |
| SSD | SIMPSON MFG INC | $1.91万 | 0.00% | 91 | 11 | 13.8% | $2,303 | 加仓 |
| TEM | TEMPUS AI INC | $1.89万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.89万 | 0.00% | 129 | 87 | 207.1% | $1.27万 | 加仓 |
| HAL | HALLIBURTON CO | $1.87万 | 0.00% | 549 | 27 | 5.2% | $917 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $1.86万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $1.85万 | 0.00% | 202 | 202 | — | $1.85万 | 新建仓 |
| NTRA | NATERA INC | $1.85万 | 0.00% | 68 | 12 | 21.4% | $3,258 | 加仓 |
| SHEL | SHELL PLC | $1.85万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $1.84万 | 0.00% | 222 | 168 | 311.1% | $1.39万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.84万 | 0.00% | 68 | -24 | -26.1% | -$6,492 | 减仓 |
| EME | EMCOR GROUP INC | $1.83万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.82万 | 0.00% | 62 | 6 | 10.7% | $1,759 | 加仓 |
| DHR | DANAHER CORP DEL | $1.81万 | 0.00% | 95 | -94 | -49.7% | -$1.79万 | 减仓 |
| PCAR | PACCAR INC | $1.79万 | 0.00% | 149 | -4 | -2.6% | -$482 | 减仓 |
| TER | TERADYNE INC | $1.79万 | 0.00% | 37 | 1 | 2.8% | $484 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1.77万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $1.77万 | 0.00% | 253 | -67 | -20.9% | -$4,675 | 减仓 |
| MFC | MANULIFE FINL CORP | $1.76万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.75万 | 0.00% | 87 | 2 | 2.4% | $402 | 加仓 |
| DOV | DOVER CORP | $1.75万 | 0.00% | 78 | 2 | 2.6% | $449 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.75万 | 0.00% | 273 | 5 | 1.9% | $320 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1.73万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.72万 | 0.00% | 58 | -5 | -7.9% | -$1,479 | 减仓 |
| NUE | NUCOR CORP | $1.72万 | 0.00% | 77 | 5 | 6.9% | $1,114 | 加仓 |
| R | RYDER SYS INC | $1.71万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $1.71万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.70万 | 0.00% | 105 | 2 | 1.9% | $324 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1.70万 | 0.00% | 74 | 6 | 8.8% | $1,377 | 加仓 |
| GLD | SPDR GOLD TR | $1.69万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.69万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1.69万 | 0.00% | 366 | -43 | -10.5% | -$1,986 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.68万 | 0.00% | 165 | 78 | 89.7% | $7,929 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.67万 | 0.00% | 126 | 1 | 0.8% | $133 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.67万 | 0.00% | 165 | 2 | 1.2% | $202 | 加仓 |
| AA | ALCOA CORP | $1.66万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1.66万 | 0.00% | 442 | 442 | — | $1.66万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $1.64万 | 0.00% | 390 | 390 | — | $1.64万 | 新建仓 |
| BKU | BANKUNITED INC | $1.64万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.63万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.63万 | 0.00% | 232 | -44 | -15.9% | -$3,083 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $1.62万 | 0.00% | 155 | 56 | 56.6% | $5,854 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.62万 | 0.00% | 911 | 198 | 27.8% | $3,512 | 加仓 |
| NVT | NVENT ELEC PLC | $1.61万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.61万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $1.61万 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.60万 | 0.00% | 26 | 3 | 13.0% | $1,851 | 加仓 |
| AEE | AMEREN CORP | $1.59万 | 0.00% | 141 | 4 | 2.9% | $452 | 加仓 |
| MCK | MCKESSON CORP | $1.59万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.58万 | 0.00% | 155 | 1 | 0.6% | $102 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.57万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.57万 | 0.00% | 145 | -25 | -14.7% | -$2,698 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $1.53万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $1.53万 | 0.00% | 303 | 303 | — | $1.53万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.52万 | 0.00% | 11 | 2 | 22.2% | $2,772 | 加仓 |
| PHM | PULTE GROUP INC | $1.52万 | 0.00% | 111 | -4 | -3.5% | -$549 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.51万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $1.50万 | 0.00% | 91 | -5 | -5.2% | -$824 | 减仓 |
| HON | HONEYWELL INTL INC | $1.49万 | 0.00% | 67 | -72 | -51.8% | -$1.60万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.48万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $1.48万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.48万 | 0.00% | 97 | -33 | -25.4% | -$5,025 | 减仓 |
| RY | ROYAL BK CDA | $1.47万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.46万 | 0.00% | 79 | 2 | 2.6% | $369 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.46万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.45万 | 0.00% | 52 | -12 | -18.8% | -$3,343 | 减仓 |