13F 机构持仓

JPL Wealth Management, LLC

GREENWOOD VILLAGE CO · SEC CIK 0002010710

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHO 3.6%
SPYM 3.2%
AAPL 2.9%
AVGO 2.8%
DYNF 2.8%
CAOS 2.7%
GOOGL 2.5%
AAEQ 2.5%
UNH 2.4%
VTI 2.1%

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
SSNC SS&C TECH HLDGS $7,2310.00%107 -15-12.3% -$1,014 重新持有
ODFL OLD DOMINION FREIGHT LINE IN $7,2300.00%37 932.1% $1,759 重新持有
COR CENCORA INC $7,2260.00%23 -1-4.2% -$314 重新持有
HII HUNTINGTON INGALLS INDS INC $7,2190.00%19 872.7% $3,040 重新持有
AIT APPLIED INDL TECHNOLOGIES IN $7,1640.00%27 28.0% $531 重新持有
PPG PPG INDS INC $7,1360.00%67 1017.5% $1,065 重新持有
SONY SONY GROUP CORP $7,1010.00%343 -111-24.4% -$2,298 重新持有
SAN BANCO SANTANDER SA $7,0960.00%629 529.0% $587 重新持有
TW TRADEWEB MKTS INC $7,0610.00%60 2571.4% $2,942 重新持有
PYPL PAYPAL HLDGS INC $7,0570.00%156 -136-46.6% -$6,152 重新持有
IRM IRON MTN INC DEL $7,0490.00%69 -485-87.5% -$4.95万 重新持有
GKOS GLAUKOS CORP $6,9990.00%65 00.0% — 重新持有
— FLUSHING FINL CORP $6,8980.00%449 348.2% $522 重新持有
PANW PALO ALTO NETWORKS INC $6,8950.00%43 -131-75.3% -$2.10万 重新持有
HCC WARRIOR MET COAL INC $6,8940.00%74 00.0% — 重新持有
PNR PENTAIR PLC $6,8830.00%79 00.0% — 重新持有
MICC MAGNUM ICE CREAM CO NV $6,8630.00%459 -10,010-95.6% -$14.97万 减仓
G GENPACT LIMITED $6,8550.00%184 145371.8% $5,402 重新持有
JEF JEFFERIES FINANCIAL GROUP IN $6,7280.00%163 5145.5% $2,105 重新持有
RIO RIO TINTO PLC $6,7180.00%72 812.5% $746 重新持有
OMF ONEMAIN HLDGS INC $6,6870.00%125 1715.7% $909 重新持有
CPRT COPART INC $6,6740.00%201 5134.0% $1,693 重新持有
CHWY CHEWY INC $6,6420.00%246 246— $6,642 新建仓
JBL JABIL INC $6,6420.00%25 -8-24.2% -$2,125 重新持有
SOFI SOFI TECHNOLOGIES INC $6,6070.00%416 00.0% — 重新持有
CNC CENTENE CORP DEL $6,5810.00%201 201— $6,581 新建仓
CVBF CVB FINL CORP $6,5740.00%339 00.0% — 重新持有
NTR NUTRIEN LTD $6,4900.00%86 00.0% — 重新持有
— DUPONT DE NEMOURS INC $6,4590.00%141 4648.4% $2,107 重新持有
ACWX ISHARES TR $6,4370.00%94 3149.2% $2,123 重新持有
TGT TARGET CORP $6,4240.00%53 2271.0% $2,667 重新持有
RSP INVESCO EXCHANGE TRADED FD T $6,3340.00%33 33— $6,334 新建仓
HBNC HORIZON BANCORP IND $6,2970.00%380 00.0% — 重新持有
NYT NEW YORK TIMES CO MTN BE $6,2810.00%75 55275.0% $4,606 重新持有
MFG MIZUHO FINANCIAL GROUP INC $6,2500.00%787 32269.2% $2,557 重新持有
WSM WILLIAMS SONOMA INC $6,2000.00%34 -10-22.7% -$1,824 重新持有
CNQ CANADIAN NAT RES LTD MED TER $6,1900.00%127 5678.9% $2,729 重新持有
ONTO ONTO INNOVATION INC $6,1530.00%30 00.0% — 重新持有
FTV FORTIVE CORP $6,1370.00%111 4979.0% $2,709 重新持有
TWLO TWILIO INC $6,0400.00%48 29152.6% $3,649 重新持有
EFV ISHARES TR $6,0370.00%81 3576.1% $2,609 重新持有
VST VISTRA CORP $6,0140.00%40 -9-18.4% -$1,353 重新持有
SAP SAP SE $5,9930.00%35 -148-80.9% -$2.53万 重新持有
REG REGENCY CTRS CORP $5,9780.00%79 00.0% — 重新持有
EFX EQUIFAX INC $5,9430.00%33 517.9% $900 重新持有
MKTX MARKETAXESS HLDGS INC $5,9400.00%36 36— $5,940 新建仓
LSTR LANDSTAR SYS INC $5,9320.00%37 37— $5,932 新建仓
A AGILENT TECHNOLOGIES INC $5,9280.00%52 -30-36.6% -$3,420 重新持有
FHB FIRST HAWAIIAN INC $5,9140.00%240 00.0% — 重新持有
BOOT BOOT BARN HLDGS INC $5,8550.00%40 00.0% — 重新持有
WTRG ESSENTIAL UTILS INC $5,8400.00%145 00.0% — 重新持有
ARMK ARAMARK $5,8380.00%144 6582.3% $2,635 重新持有
DOCS DOXIMITY INC $5,8250.00%250 00.0% — 重新持有
SNA SNAP ON INC $5,8120.00%16 545.5% $1,816 重新持有
MT ARCELORMITTAL SA LUXEMBOURG $5,7180.00%110 00.0% — 重新持有
LPLA LPL FINL HLDGS INC $5,7170.00%19 00.0% — 重新持有
MPLX MPLX LP $5,7070.00%100 00.0% — 重新持有
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5,7060.00%93 -283-75.3% -$1.74万 重新持有
EVR EVERCORE INC $5,6720.00%19 00.0% — 重新持有
INGR INGREDION INC $5,6330.00%50 50— $5,633 新建仓
PBR PETROLEO BRASILEIRO S A $5,6240.00%271 234632.4% $4,856 重新持有
LITE LUMENTUM HLDGS INC $5,6240.00%8 8— $5,624 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $5,5890.00%258 9558.3% $2,058 重新持有
RKLB ROCKET LAB CORP $5,5880.00%87 11.2% $64 重新持有
BN BROOKFIELD CORP $5,5860.00%138 3534.0% $1,417 重新持有
WYNN WYNN RESORTS LTD $5,5860.00%55 00.0% — 重新持有
NLY ANNALY CAPITAL MANAGEMENT IN $5,5840.00%264 00.0% — 重新持有
PINS PINTEREST INC $5,5760.00%304 216245.5% $3,962 重新持有
PAGS PAGSEGURO DIGITAL LTD $5,5620.00%555 00.0% — 重新持有
OMC OMNICOM GROUP INC $5,4980.00%73 73— $5,498 新建仓
FE FIRSTENERGY CORP $5,4720.00%108 43.8% $203 重新持有
KIM KIMCO REALTY CORP $5,4610.00%243 00.0% — 重新持有
NI NISOURCE INC $5,4600.00%117 3950.0% $1,820 重新持有
BTI BRITISH AMERN TOB PLC $5,4390.00%93 910.7% $526 重新持有
ACM AECOM $5,4300.00%64 1633.3% $1,358 重新持有
GSK GSK PLC $5,2990.00%96 -479-83.3% -$2.64万 重新持有
GTM ZOOMINFO TECHNOLOGIES INC $5,2990.00%886 886— $5,299 新建仓
EQT EQT CORP $5,2830.00%83 74822.2% $4,710 重新持有
CUBI CUSTOMERS BANCORP INC $5,2760.00%76 2652.0% $1,805 重新持有
— COTERRA ENERGY INC $5,2760.00%150 2621.0% $915 重新持有
ALLE ALLEGION PLC $5,2310.00%36 25.9% $291 重新持有
FFIV F5 INC $5,2090.00%18 13260.0% $3,762 重新持有
DOW DOW HLDGS INC $5,2070.00%125 125— $5,207 新建仓
ATO ATMOS ENERGY CORP $5,1730.00%28 627.3% $1,108 重新持有
TXRH TEXAS ROADHOUSE INC $5,1200.00%31 31— $5,120 新建仓
NRG NRG ENERGY INC $5,1160.00%35 829.6% $1,169 重新持有
INSM INSMED INC $5,0700.00%31 13.3% $164 重新持有
RF REGIONS FINANCIAL CORP NEW $5,0680.00%194 00.0% — 重新持有
HSY HERSHEY CO $5,0670.00%24 -117-83.0% -$2.47万 重新持有
ZBH ZIMMER BIOMET HOLDINGS INC $5,0640.00%56 56— $5,064 新建仓
MKSI MKS INC. $5,0560.00%22 22— $5,056 新建仓
LYFT LYFT INC $5,0540.00%380 00.0% — 重新持有
ILMN ILLUMINA INC $5,0540.00%41 41— $5,054 新建仓
CIEN CIENA CORP $5,0480.00%13 13— $5,048 新建仓
AYI ACUITY INC $5,0450.00%18 428.6% $1,121 重新持有
SLV ISHARES SILVER TR $5,0430.00%74 74— $5,043 新建仓
ENSG ENSIGN GROUP INC $5,0380.00%25 00.0% — 重新持有
VIK VIKING HOLDINGS LTD $4,9970.00%68 68— $4,997 新建仓
PTC PTC INC $4,9880.00%35 24218.2% $3,420 重新持有
USFD US FOODS HLDG CORP $4,9810.00%54 -12-18.2% -$1,107 重新持有