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 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | $1.14万 | 0.00% | 21 | 8 | 61.5% | $4,345 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $1.14万 | 0.00% | 118 | -55 | -31.8% | -$5,306 | 重新持有 |
| NVT | NVENT ELEC PLC | $1.12万 | 0.00% | 95 | 65 | 216.7% | $7,689 | 重新持有 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $1.12万 | 0.00% | 433 | 433 | — | $1.12万 | 新建仓 |
| NTRA | NATERA INC | $1.12万 | 0.00% | 56 | 1 | 1.8% | $200 | 重新持有 |
| EIX | EDISON INTL | $1.12万 | 0.00% | 153 | 141 | 1,175.0% | $1.03万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.12万 | 0.00% | 713 | 692 | 3,295.2% | $1.08万 | 重新持有 |
| SNAP | SNAP INC | $1.11万 | 0.00% | 2,409 | 1,220 | 102.6% | $5,612 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $1.10万 | 0.00% | 52 | 28 | 116.7% | $5,933 | 重新持有 |
| WAB | WABTEC | $1.10万 | 0.00% | 44 | -5 | -10.2% | -$1,250 | 重新持有 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $1.09万 | 0.00% | 356 | 356 | — | $1.09万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.09万 | 0.00% | 147 | 0 | 0.0% | — | 重新持有 |
| OC | OWENS CORNING NEW | $1.08万 | 0.00% | 100 | -10 | -9.1% | -$1,082 | 重新持有 |
| VTR | VENTAS INC | $1.08万 | 0.00% | 132 | 68 | 106.2% | $5,562 | 重新持有 |
| CNP | CENTERPOINT ENERGY INC | $1.08万 | 0.00% | 250 | -177 | -41.5% | -$7,640 | 重新持有 |
| HUBS | HUBSPOT INC | $1.07万 | 0.00% | 44 | 31 | 238.5% | $7,568 | 重新持有 |
| PCTY | PAYLOCITY HLDG CORP | $1.07万 | 0.00% | 99 | 23 | 30.3% | $2,485 | 重新持有 |
| DTE | DTE ENERGY CO | $1.07万 | 0.00% | 73 | -4 | -5.2% | -$585 | 重新持有 |
| TER | TERADYNE INC | $1.07万 | 0.00% | 36 | 36 | — | $1.07万 | 新建仓 |
| — | TOPBUILD COR | $1.05万 | 0.00% | 30 | -8 | -21.1% | -$2,810 | 重新持有 |
| ZION | ZIONS BANCORPORATION NATL AS | $1.04万 | 0.00% | 181 | 86 | 90.5% | $4,956 | 重新持有 |
| TPR | TAPESTRY INC | $1.03万 | 0.00% | 73 | 28 | 62.2% | $3,951 | 重新持有 |
| AOM | ISHARES TR | $1.02万 | 0.00% | 216 | 0 | 0.0% | — | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.02万 | 0.00% | 25 | 0 | 0.0% | — | 重新持有 |
| FISV | FISERV INC | $1.02万 | 0.00% | 182 | -168 | -48.0% | -$9,375 | 重新持有 |
| PBF | PBF ENERGY INC | $1.01万 | 0.00% | 213 | 3 | 1.4% | $143 | 重新持有 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.00万 | 0.00% | 154 | 0 | 0.0% | — | 重新持有 |
| NKE | NIKE INC | $9,984 | 0.00% | 189 | 9 | 5.0% | $475 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $9,944 | 0.00% | 129 | 6 | 4.9% | $463 | 重新持有 |
| RPM | RPM INTL INC | $9,940 | 0.00% | 100 | -6 | -5.7% | -$596 | 重新持有 |
| L | LOEWS CORP | $9,927 | 0.00% | 93 | 0 | 0.0% | — | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $9,910 | 0.00% | 28 | -5,666 | -99.5% | -$200.54万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $9,864 | 0.00% | 9 | 2 | 28.6% | $2,192 | 重新持有 |
| WWW | WOLVERINE WORLD WIDE INC | $9,858 | 0.00% | 604 | 9 | 1.5% | $147 | 重新持有 |
| HST | HOST HOTELS & RESORTS INC | $9,791 | 0.00% | 511 | 107 | 26.5% | $2,050 | 重新持有 |
| — | TAYLOR MORRISON HOME CORP | $9,785 | 0.00% | 168 | 0 | 0.0% | — | 重新持有 |
| HMN | HORACE MANN EDUCATORS CORP N | $9,732 | 0.00% | 228 | 48 | 26.7% | $2,049 | 重新持有 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $9,604 | 0.00% | 170 | 70 | 70.0% | $3,955 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $9,587 | 0.00% | 28 | -4 | -12.5% | -$1,370 | 重新持有 |
| ALL | ALLSTATE CORP | $9,538 | 0.00% | 46 | 19 | 70.4% | $3,940 | 重新持有 |
| SCHC | SCHWAB STRATEGIC TR | $9,535 | 0.00% | 204 | 0 | 0.0% | — | 重新持有 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $9,446 | 0.00% | 115 | 70 | 155.6% | $5,750 | 重新持有 |
| TSN | TYSON FOODS INC | $9,419 | 0.00% | 147 | 122 | 488.0% | $7,817 | 重新持有 |
| RGA | REINSURANCE GROUP AMER INC | $9,392 | 0.00% | 46 | 11 | 31.4% | $2,246 | 重新持有 |
| IP | INTERNATIONAL PAPER CO | $9,390 | 0.00% | 263 | 61 | 30.2% | $2,178 | 重新持有 |
| QSR | RESTAURANT BRANDS INTL INC | $9,312 | 0.00% | 126 | 18 | 16.7% | $1,330 | 重新持有 |
| MAA | MID-AMER APT CMNTYS INC | $9,160 | 0.00% | 75 | 56 | 294.7% | $6,839 | 重新持有 |
| O | REALTY INCOME CORP | $9,117 | 0.00% | 149 | 37 | 33.0% | $2,264 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $9,090 | 0.00% | 70 | 48 | 218.2% | $6,233 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $9,067 | 0.00% | 23 | 8 | 53.3% | $3,154 | 重新持有 |
| GIS | GENERAL MILLS INC | $9,048 | 0.00% | 243 | 115 | 89.8% | $4,282 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $9,034 | 0.00% | 72 | 4 | 5.9% | $502 | 重新持有 |
| FULT | FULTON FINL CORP PA | $9,011 | 0.00% | 443 | 0 | 0.0% | — | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $8,973 | 0.00% | 25 | 5 | 25.0% | $1,795 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $8,928 | 0.00% | 291 | -175,817 | -99.8% | -$539.41万 | 重新持有 |
| FIVE | FIVE BELOW INC | $8,911 | 0.00% | 39 | 39 | — | $8,911 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $8,901 | 0.00% | 38 | -2 | -5.0% | -$468 | 重新持有 |
| IEF | ISHARES TR | $8,883 | 0.00% | 93 | 93 | — | $8,883 | 新建仓 |
| MDB | MONGODB INC | $8,812 | 0.00% | 36 | 7 | 24.1% | $1,713 | 重新持有 |
| XPO | XPO INC | $8,755 | 0.00% | 45 | -5 | -10.0% | -$973 | 重新持有 |
| RBLX | ROBLOX CORP | $8,711 | 0.00% | 154 | 16 | 11.6% | $905 | 重新持有 |
| BBY | BEST BUY INC | $8,707 | 0.00% | 136 | 128 | 1,600.0% | $8,195 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $8,640 | 0.00% | 127 | -5 | -3.8% | -$340 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $8,605 | 0.00% | 51 | 32 | 168.4% | $5,399 | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,586 | 0.00% | 128 | -20 | -13.5% | -$1,342 | 重新持有 |
| IT | GARTNER INC | $8,551 | 0.00% | 54 | 24 | 80.0% | $3,800 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $8,450 | 0.00% | 41 | 3 | 7.9% | $618 | 重新持有 |
| BANC | BANC OF CALIFORNIA INC | $8,334 | 0.00% | 474 | 69 | 17.0% | $1,213 | 重新持有 |
| SBRA | SABRA HEALTH CARE REIT INC | $8,251 | 0.00% | 429 | 54 | 14.4% | $1,039 | 重新持有 |
| RJF | RAYMOND JAMES FINL INC | $8,218 | 0.00% | 57 | -3 | -5.0% | -$433 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $8,164 | 0.00% | 17 | 11 | 183.3% | $5,283 | 重新持有 |
| DKNG | DRAFTKINGS INC NEW | $8,152 | 0.00% | 377 | 192 | 103.8% | $4,152 | 重新持有 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,037 | 0.00% | 61 | 61 | — | $8,037 | 新建仓 |
| — | SUNOPTA INC | $8,036 | 0.00% | 1,240 | 0 | 0.0% | — | 重新持有 |
| CNOB | CONNECTONE BANCORP INC | $8,031 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| TRGP | TARGA RES CORP | $8,025 | 0.00% | 32 | -55 | -63.2% | -$1.38万 | 重新持有 |
| XYZ | BLOCK INC | $7,945 | 0.00% | 132 | -124 | -48.4% | -$7,463 | 重新持有 |
| MAIN | MAIN STR CAP CORP | $7,944 | 0.00% | 150 | 0 | 0.0% | — | 重新持有 |
| HEI/A | HEICO CORP NEW | $7,921 | 0.00% | 38 | 14 | 58.3% | $2,918 | 重新持有 |
| EXLS | EXLSERVICE HLDGS INC | $7,917 | 0.00% | 260 | 205 | 372.7% | $6,242 | 重新持有 |
| CVNA | CARVANA CO | $7,861 | 0.00% | 25 | -7 | -21.9% | -$2,201 | 重新持有 |
| BBDC | BARINGS BDC INC | $7,844 | 0.00% | 953 | 0 | 0.0% | — | 重新持有 |
| FR | FIRST INDL RLTY TR INC | $7,810 | 0.00% | 135 | 35 | 35.0% | $2,025 | 重新持有 |
| DG | DOLLAR GEN CORP | $7,784 | 0.00% | 66 | -100 | -60.2% | -$1.18万 | 重新持有 |
| MLI | MUELLER INDS INC | $7,756 | 0.00% | 70 | 36 | 105.9% | $3,989 | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $7,723 | 0.00% | 31 | 13 | 72.2% | $3,239 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $7,711 | 0.00% | 49 | 0 | 0.0% | — | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $7,709 | 0.00% | 13 | 8 | 160.0% | $4,744 | 重新持有 |
| ATR | APTARGROUP INC | $7,688 | 0.00% | 61 | 46 | 306.7% | $5,798 | 重新持有 |
| KVUE | KENVUE INC | $7,685 | 0.00% | 446 | 86 | 23.9% | $1,482 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $7,653 | 0.00% | 82 | 24 | 41.4% | $2,240 | 重新持有 |
| XYL | XYLEM INC | $7,649 | 0.00% | 64 | -7 | -9.9% | -$837 | 重新持有 |
| PEGA | PEGASYSTEMS INC | $7,619 | 0.00% | 179 | 65 | 57.0% | $2,767 | 重新持有 |
| HPQ | HP INC | $7,550 | 0.00% | 393 | -1,202 | -75.4% | -$2.31万 | 重新持有 |
| BOH | BANK HAWAII CORP | $7,425 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| VOOV | VANGUARD ADMIRAL FDS INC | $7,337 | 0.00% | 36 | 0 | 0.0% | — | 重新持有 |
| COIN | COINBASE GLOBAL INC | $7,334 | 0.00% | 42 | -102 | -70.8% | -$1.78万 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $7,312 | 0.00% | 45 | 10 | 28.6% | $1,625 | 重新持有 |
| OVV | OVINTIV INC | $7,267 | 0.00% | 122 | 0 | 0.0% | — | 重新持有 |