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 |
|---|---|---|---|---|---|---|---|---|
| ITT | ITT INC | $9,493 | 0.00% | 48 | -22 | -31.4% | -$4,351 | 减仓 |
| ONTO | ONTO INNOVATION INC | $9,462 | 0.00% | 25 | -5 | -16.7% | -$1,892 | 减仓 |
| ESGD | ISHARES TR | $9,459 | 0.00% | 92 | 92 | — | $9,459 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $9,438 | 0.00% | 56 | -5 | -8.2% | -$843 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $9,423 | 0.00% | 570 | -34 | -5.6% | -$562 | 减仓 |
| SYY | SYSCO CORP | $9,362 | 0.00% | 112 | 65 | 138.3% | $5,433 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $9,324 | 0.00% | 40 | 6 | 17.6% | $1,399 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $9,306 | 0.00% | 39 | 1 | 2.6% | $239 | 加仓 |
| XPO | XPO INC | $9,239 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $9,228 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $9,182 | 0.00% | 245 | 173 | 240.3% | $6,484 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $9,165 | 0.00% | 128 | -1 | -0.8% | -$72 | 减仓 |
| TREX | TREX INC | $9,158 | 0.00% | 183 | 160 | 695.7% | $8,007 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $9,137 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $9,089 | 0.00% | 67 | -74 | -52.5% | -$1.00万 | 减仓 |
| GKOS | GLAUKOS CORP | $9,085 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $9,079 | 0.00% | 262 | 262 | — | $9,079 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $9,073 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $9,070 | 0.00% | 27 | -9 | -25.0% | -$3,023 | 减仓 |
| MSTR | STRATEGY INC | $9,042 | 0.00% | 104 | 5 | 5.1% | $435 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $8,983 | 0.00% | 73 | -26 | -26.3% | -$3,199 | 减仓 |
| ARW | ARROW ELECTRS INC | $8,964 | 0.00% | 42 | 8 | 23.5% | $1,707 | 加仓 |
| PTC | PTC INC | $8,862 | 0.00% | 78 | 43 | 122.9% | $4,885 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $8,798 | 0.00% | 176 | 13 | 8.0% | $650 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $8,731 | 0.00% | 14 | -11 | -44.0% | -$6,860 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $8,645 | 0.00% | 141 | 6 | 4.4% | $368 | 加仓 |
| TPR | TAPESTRY INC | $8,637 | 0.00% | 59 | -14 | -19.2% | -$2,049 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $8,629 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $8,606 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $8,574 | 0.00% | 59 | -76 | -56.3% | -$1.10万 | 减仓 |
| CRH | CRH PLC | $8,560 | 0.00% | 80 | -130 | -61.9% | -$1.39万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $8,474 | 0.00% | 16 | -1 | -5.9% | -$530 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $8,462 | 0.00% | 37 | 15 | 68.2% | $3,431 | 加仓 |
| ADBE | ADOBE INC | $8,407 | 0.00% | 41 | -45 | -52.3% | -$9,227 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $8,396 | 0.00% | 335 | 77 | 29.8% | $1,930 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $8,294 | 0.00% | 39 | -7 | -15.2% | -$1,489 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $8,274 | 0.00% | 314 | 212 | 207.8% | $5,586 | 加仓 |
| COR | CENCORA INC | $8,207 | 0.00% | 29 | 6 | 26.1% | $1,698 | 加仓 |
| ARMK | ARAMARK | $8,194 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $8,189 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $8,149 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $8,129 | 0.00% | 131 | 24 | 22.4% | $1,489 | 加仓 |
| BBDC | BARINGS BDC INC | $8,120 | 0.00% | 953 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $8,091 | 0.00% | 31 | -131 | -80.9% | -$3.42万 | 减仓 |
| FIVE | FIVE BELOW INC | $8,091 | 0.00% | 45 | 6 | 15.4% | $1,079 | 加仓 |
| BCS | BARCLAYS PLC | $8,059 | 0.00% | 300 | 84 | 38.9% | $2,257 | 加仓 |
| TWLO | TWILIO INC | $8,048 | 0.00% | 39 | -9 | -18.8% | -$1,857 | 减仓 |
| VTR | VENTAS INC | $7,904 | 0.00% | 89 | -43 | -32.6% | -$3,819 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $7,892 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $7,873 | 0.00% | 27 | 14 | 107.7% | $4,082 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $7,857 | 0.00% | 101 | 56 | 124.4% | $4,356 | 加仓 |
| SANM | SANMINA CORP | $7,846 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $7,782 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $7,780 | 0.00% | 123 | 77 | 167.4% | $4,870 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $7,758 | 0.00% | 3,730 | 3,730 | — | $7,758 | 新建仓 |
| EPR | EPR PPTYS | $7,716 | 0.00% | 133 | 133 | — | $7,716 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $7,687 | 0.00% | 71 | 1 | 1.4% | $108 | 加仓 |
| MDT | MEDTRONIC PLC | $7,668 | 0.00% | 98 | -116 | -54.2% | -$9,076 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $7,661 | 0.00% | 440 | -19 | -4.1% | -$331 | 减仓 |
| LSTR | LANDSTAR SYS INC | $7,652 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $7,633 | 0.00% | 382 | 2 | 0.5% | $40 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $7,619 | 0.00% | 69 | 35 | 102.9% | $3,865 | 加仓 |
| DG | DOLLAR GEN CORP | $7,561 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $7,464 | 0.00% | 372 | 29 | 8.5% | $582 | 加仓 |
| SITM | SITIME CORP | $7,456 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $7,416 | 0.00% | 49 | -176 | -78.2% | -$2.66万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $7,384 | 0.00% | 252 | 12 | 5.0% | $352 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $7,383 | 0.00% | 378 | 378 | — | $7,383 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $7,375 | 0.00% | 86 | 46 | 115.0% | $3,945 | 加仓 |
| CIEN | CIENA CORP | $7,359 | 0.00% | 15 | 2 | 15.4% | $981 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $7,317 | 0.00% | 375 | -54 | -12.6% | -$1,054 | 减仓 |
| NKE | NIKE INC | $7,308 | 0.00% | 178 | -11 | -5.8% | -$452 | 减仓 |
| TXG | 10X GENOMICS INC | $7,285 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $7,277 | 0.00% | 41 | -30 | -42.3% | -$5,325 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $7,180 | 0.00% | 20 | 12 | 150.0% | $4,308 | 加仓 |
| AYI | ACUITY INC | $7,157 | 0.00% | 19 | 1 | 5.6% | $377 | 加仓 |
| ACWX | ISHARES TR | $7,155 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $7,137 | 0.00% | 59 | 44 | 293.3% | $5,323 | 加仓 |
| CCI | CROWN CASTLE INC | $7,120 | 0.00% | 94 | 51 | 118.6% | $3,863 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $7,118 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $7,087 | 0.00% | 116 | 5 | 4.5% | $305 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $7,074 | 0.00% | 93 | -34 | -26.8% | -$2,586 | 减仓 |
| VCYT | VERACYTE INC | $7,048 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $7,030 | 0.00% | 106 | 20 | 23.3% | $1,326 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7,022 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $7,022 | 0.00% | 314 | 50 | 18.9% | $1,118 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $6,839 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $6,838 | 0.00% | 239 | 204 | 582.9% | $5,837 | 加仓 |
| RIO | RIO TINTO PLC | $6,836 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $6,829 | 0.00% | 20 | 1 | 5.3% | $341 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $6,795 | 0.00% | 45 | 45 | — | $6,795 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $6,744 | 0.00% | 206 | 49 | 31.2% | $1,604 | 加仓 |
| GMED | GLOBUS MED INC | $6,637 | 0.00% | 84 | 45 | 115.4% | $3,556 | 加仓 |
| OMC | OMNICOM GROUP INC | $6,628 | 0.00% | 91 | 18 | 24.7% | $1,311 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $6,625 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $6,571 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $6,503 | 0.00% | 12 | -1 | -7.7% | -$542 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $6,502 | 0.00% | 39 | 26 | 200.0% | $4,335 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $6,485 | 0.00% | 58 | 3 | 5.5% | $335 | 加仓 |
| CCL | CARNIVAL CORP LTD | $6,458 | 0.00% | 226 | 226 | — | $6,458 | 新建仓 |