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
FOXA FOX CORP $4,9060.00%84 00.0% — 重新持有
ARW ARROW ELECTRS INC $4,8770.00%34 333,300.0% $4,734 重新持有
HOPE HOPE BANCORP INC $4,8490.00%434 92.1% $101 重新持有
TDY TELEDYNE TECHNOLOGIES INC $4,8420.00%8 -17-68.0% -$1.03万 重新持有
ALK ALASKA AIR GROUP INC $4,8190.00%131 00.0% — 重新持有
UBS UBS GROUP AG $4,8070.00%123 -785-86.5% -$3.07万 重新持有
PLMR PALOMAR HLDGS INC $4,7810.00%40 00.0% — 重新持有
SPHD INVESCO EXCH TRADED FD TR II $4,7630.00%96 00.0% — 重新持有
PFGC PERFORMANCE FOOD GROUP CO $4,7120.00%55 00.0% — 重新持有
ZWS ZURN ELKAY WATER SOLNS CORP $4,7090.00%105 00.0% — 重新持有
AOS SMITH A O CORP $4,6820.00%71 71— $4,682 新建仓
TTC TORO CO $4,6720.00%50 50— $4,672 新建仓
EEMV ISHARES INC $4,6510.00%72 00.0% — 重新持有
TRU TRANSUNION $4,6360.00%67 52346.7% $3,598 重新持有
CRUS CIRRUS LOGIC INC $4,6280.00%32 32— $4,628 新建仓
CLH CLEAN HARBORS INC $4,5880.00%16 433.3% $1,147 重新持有
LYV LIVE NATION ENTERTAINMENT IN $4,5760.00%30 -8-21.1% -$1,220 重新持有
BCS BARCLAYS PLC $4,5720.00%216 10.5% $21 重新持有
NGG NATIONAL GRID PLC $4,5690.00%54 2586.2% $2,115 重新持有
EFAV ISHARES TR $4,5690.00%50 00.0% — 重新持有
PBA PEMBINA PIPELINE CORP $4,5660.00%102 2837.8% $1,253 重新持有
WDAY WORKDAY INC $4,5480.00%35 -89-71.8% -$1.16万 重新持有
RAMP LIVERAMP HLDGS INC $4,5360.00%171 6155.5% $1,618 重新持有
PDD PDD HOLDINGS INC $4,4970.00%44 23109.5% $2,351 重新持有
BXP BXP INC $4,4830.00%86 -58-40.3% -$3,023 重新持有
AXS AXIS CAP HLDGS LTD $4,4630.00%44 39780.0% $3,956 重新持有
GL GLOBE LIFE INC $4,4540.00%32 -95-74.8% -$1.32万 重新持有
CHT CHUNGHWA TELECOM CO LTD $4,3930.00%104 104— $4,393 新建仓
NNN NNN REIT INC $4,3720.00%104 104— $4,372 新建仓
GWW WW GRAINGER INC $4,3640.00%4 -9-69.2% -$9,819 重新持有
NTNX NUTANIX INC $4,3350.00%114 94470.0% $3,574 重新持有
OGE OGE ENERGY CORP $4,3170.00%90 00.0% — 重新持有
BP BP PLC $4,2770.00%91 -58-38.9% -$2,726 重新持有
TPL TEXAS PACIFIC LAND CORPORATI $4,2720.00%9 6200.0% $2,848 重新持有
FELC FIDELITY COVINGTON TRUST $4,2440.00%117 00.0% — 重新持有
GGG GRACO INC $4,2330.00%50 461,150.0% $3,894 重新持有
ATI ATI INC $4,2190.00%29 1052.6% $1,455 重新持有
CSGP COSTAR GROUP INC $4,1960.00%104 -465-81.7% -$1.88万 重新持有
PVH PVH CORPORATION $4,1860.00%60 00.0% — 重新持有
CHD CHURCH & DWIGHT CO INC $4,1680.00%45 -7-13.5% -$648 重新持有
NPKI NPK INTERNATIONAL INC $4,1450.00%286 62.1% $87 重新持有
KDP KEURIG DR PEPPER INC $4,1350.00%157 -258-62.2% -$6,795 重新持有
SCHR SCHWAB STRATEGIC TR $4,0610.00%163 163— $4,061 新建仓
UHT UNIVERSAL HEALTH RLTY INCOME $4,0470.00%100 00.0% — 重新持有
Q QNITY ELECTRONICS INC $4,0400.00%35 35— $4,040 新建仓
TXG 10X GENOMICS INC $4,0340.00%190 190— $4,034 新建仓
OHI OMEGA HEALTHCARE INVS INC $4,0320.00%92 92— $4,032 新建仓
DMC FRESH DEL MONTE PRODUCE INC $4,0260.00%100 00.0% — 重新持有
SANM SANMINA CORP $4,0200.00%31 13.3% $130 重新持有
SWKS SKYWORKS SOLUTIONS INC $4,0170.00%75 75— $4,017 新建仓
TNL TRAVEL PLUS LEISURE CO $4,0140.00%58 58— $4,014 新建仓
ALRS ALERUS FINL CORP $4,0070.00%169 169— $4,007 新建仓
CSL CARLISLE COS INC $4,0050.00%12 -1-7.7% -$334 重新持有
MANH MANHATTAN ASSOCIATES INC $3,9940.00%30 30— $3,994 新建仓
WSBF WATERSTONE FINL INC MD $3,9670.00%220 220— $3,967 新建仓
BKH BLACK HILLS CORP $3,9580.00%57 00.0% — 重新持有
INCY INCYTE CORP $3,9540.00%42 513.5% $471 重新持有
BNS BANK NOVA SCOTIA B C $3,8820.00%56 1330.2% $901 重新持有
TROW PRICE T ROWE GROUP INC $3,8770.00%43 00.0% — 重新持有
VCYT VERACYTE INC $3,8660.00%120 00.0% — 重新持有
CGNX COGNEX CORP $3,8220.00%78 78— $3,822 新建仓
SIG SIGNET JEWELERS LIMITED $3,8090.00%45 00.0% — 重新持有
CACI CACI INTL INC $3,8080.00%7 00.0% — 重新持有
JKHY HENRY JACK & ASSOC INC $3,7930.00%24 24— $3,793 新建仓
AWI ARMSTRONG WORLD INDS INC NEW $3,7910.00%23 -7-23.3% -$1,154 重新持有
MTD METTLER TOLEDO INTERNATIONAL $3,7840.00%3 2200.0% $2,523 重新持有
MBI MBIA INC $3,7830.00%640 00.0% — 重新持有
— NATIONAL STORAGE AFFILIATES $3,7740.00%100 00.0% — 重新持有
PB PROSPERITY BANCSHARES INC $3,7630.00%56 56— $3,763 新建仓
KNSL KINSALE CAP GROUP INC $3,7590.00%11 00.0% — 重新持有
MOS MOSAIC CO $3,6980.00%145 82130.2% $2,091 重新持有
AVT AVNET INC $3,6980.00%60 30100.0% $1,849 重新持有
DVA DAVITA INC $3,6890.00%24 14140.0% $2,152 重新持有
LW LAMB WESTON HLDGS INC $3,6770.00%87 -129-59.7% -$5,452 重新持有
IBN ICICI BANK LIMITED $3,6270.00%140 2319.7% $596 重新持有
SFM SPROUTS FMRS MKT INC $3,6270.00%47 39487.5% $3,010 重新持有
OKTA OKTA INC $3,6220.00%46 00.0% — 重新持有
PXH INVESCO EXCH TRADED FD TR II $3,6170.00%134 00.0% — 重新持有
APG API GROUP CORP $3,6070.00%89 00.0% — 重新持有
STAG STAG INDUSTRIAL INC $3,6060.00%100 00.0% — 重新持有
PPL PPL CORP $3,5920.00%94 66.8% $229 重新持有
TXT TEXTRON INC $3,5900.00%41 41— $3,590 新建仓
YELP YELP INC $3,5880.00%145 100222.2% $2,474 重新持有
HL HECLA MINING COMPANY $3,5410.00%190 00.0% — 重新持有
DV DOUBLEVERIFY HLDGS INC $3,5150.00%370 370— $3,515 新建仓
LEA LEAR CORP $3,5120.00%29 29— $3,512 新建仓
CCI CROWN CASTLE INC $3,4970.00%43 -29-40.3% -$2,358 重新持有
APPF APPFOLIO INC $3,4730.00%22 00.0% — 重新持有
WF WOORI FINL GROUP INC $3,4640.00%52 52— $3,464 新建仓
SITM SITIME CORP $3,4540.00%10 00.0% — 重新持有
CNS COHEN & STEERS INC $3,4410.00%55 2057.1% $1,251 重新持有
WMS ADVANCED DRAIN SYS INC DEL $3,4290.00%25 738.9% $960 重新持有
CR CRANE COMPANY $3,4200.00%20 20— $3,420 新建仓
NAD NUVEEN QUALITY MUNCP INCOME $3,4040.00%296 00.0% — 重新持有
AWK AMERICAN WTR WKS CO INC NEW $3,4040.00%25 -105-80.8% -$1.43万 重新持有
UAA UNDER ARMOUR INC $3,3870.00%573 24172.6% $1,425 重新持有
HLNE HAMILTON LANE INC $3,3800.00%34 1470.0% $1,392 重新持有
DTM DT MIDSTREAM INC $3,3670.00%25 00.0% — 重新持有
GMED GLOBUS MED INC $3,3610.00%39 39— $3,361 新建仓
SYY SYSCO CORP $3,3540.00%47 -8-14.5% -$571 重新持有