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 |
|---|---|---|---|---|---|---|---|---|
| DVA | DAVITA INC | $6,453 | 0.00% | 29 | 5 | 20.8% | $1,113 | 加仓 |
| OVV | OVINTIV INC | $6,445 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $6,438 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $6,421 | 0.00% | 85 | -51 | -37.5% | -$3,853 | 减仓 |
| KB | KB FINL GROUP INC | $6,403 | 0.00% | 61 | 35 | 134.6% | $3,674 | 加仓 |
| BN | BROOKFIELD CORP | $6,389 | 0.00% | 150 | 12 | 8.7% | $511 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $6,380 | 0.00% | 90 | -25 | -21.7% | -$1,772 | 减仓 |
| ATO | ATMOS ENERGY CORP | $6,375 | 0.00% | 37 | 9 | 32.1% | $1,551 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $6,362 | 0.00% | 78 | 7 | 9.9% | $571 | 加仓 |
| HDB | HDFC BANK LTD | $6,303 | 0.00% | 244 | 188 | 335.7% | $4,856 | 加仓 |
| REG | REGENCY CTRS CORP | $6,301 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $6,277 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $6,254 | 0.00% | 35 | 3 | 9.4% | $536 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $6,239 | 0.00% | 42 | 10 | 31.2% | $1,485 | 加仓 |
| EFV | ISHARES TR | $6,216 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $6,197 | 0.00% | 73 | 58 | 386.7% | $4,924 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6,192 | 0.00% | 205 | 11 | 5.7% | $332 | 加仓 |
| HEI/A | HEICO CORP NEW | $6,191 | 0.00% | 24 | -14 | -36.8% | -$3,611 | 减仓 |
| KIM | KIMCO REALTY CORP | $6,161 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $6,142 | 0.00% | 292 | -12 | -3.9% | -$252 | 减仓 |
| MOS | MOSAIC CO | $6,082 | 0.00% | 287 | 142 | 97.9% | $3,009 | 加仓 |
| VST | VISTRA CORP | $6,029 | 0.00% | 38 | -2 | -5.0% | -$317 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $6,008 | 0.00% | 7 | -1 | -12.5% | -$858 | 减仓 |
| HCC | WARRIOR MET COAL INC | $6,006 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $5,938 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $5,915 | 0.00% | 64 | 64 | — | $5,915 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $5,863 | 0.00% | 62 | 13 | 26.5% | $1,229 | 加仓 |
| VSAT | VIASAT INC | $5,838 | 0.00% | 65 | 25 | 62.5% | $2,245 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $5,745 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5,722 | 0.00% | 100 | -70 | -41.2% | -$4,005 | 减仓 |
| ATI | ATI INC | $5,717 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $5,716 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5,706 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $5,695 | 0.00% | 202 | 1 | 0.5% | $28 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $5,672 | 0.00% | 69 | 34 | 97.1% | $2,795 | 加仓 |
| — | AVALONBAY CMNTYS INC | $5,662 | 0.00% | 30 | 10 | 50.0% | $1,887 | 加仓 |
| CGNX | COGNEX CORP | $5,649 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5,639 | 0.00% | 33 | 33 | — | $5,639 | 新建仓 |
| MPLX | MPLX LP | $5,633 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $5,633 | 0.00% | 46 | 11 | 31.4% | $1,347 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $5,617 | 0.00% | 71 | -5 | -6.6% | -$396 | 减仓 |
| NNN | NNN REIT INC | $5,584 | 0.00% | 120 | 16 | 15.4% | $745 | 加仓 |
| XYL | XYLEM INC | $5,557 | 0.00% | 47 | -17 | -26.6% | -$2,010 | 减仓 |
| LYFT | LYFT INC | $5,552 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $5,535 | 0.00% | 57 | 2 | 3.6% | $194 | 加仓 |
| CUZ | COUSINS PPTYS INC | $5,487 | 0.00% | 183 | 63 | 52.5% | $1,889 | 加仓 |
| BAND | BANDWIDTH INC | $5,444 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,424 | 0.00% | 63 | 7 | 12.5% | $603 | 加仓 |
| NTR | NUTRIEN LTD | $5,414 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $5,410 | 0.00% | 58 | 22 | 61.1% | $2,052 | 加仓 |
| EEMV | ISHARES INC | $5,409 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $5,406 | 0.00% | 209 | -51 | -19.6% | -$1,319 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $5,405 | 0.00% | 74 | 18 | 32.1% | $1,315 | 加仓 |
| AVT | AVNET INC | $5,330 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC | $5,312 | 0.00% | 173 | 145 | 517.9% | $4,452 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $5,311 | 0.00% | 100 | -1,120 | -91.8% | -$5.95万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $5,306 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,281 | 0.00% | 193 | 68 | 54.4% | $1,861 | 加仓 |
| ALRS | ALERUS FINL CORP | $5,256 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $5,249 | 0.00% | 107 | -75 | -41.2% | -$3,679 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $5,221 | 0.00% | 77 | 2 | 2.7% | $136 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $5,192 | 0.00% | 63 | 36 | 133.3% | $2,967 | 加仓 |
| DOCS | DOXIMITY INC | $5,185 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $5,178 | 0.00% | 459 | 459 | — | $5,178 | 新建仓 |
| UA | UNDER ARMOUR INC | $5,171 | 0.00% | 831 | 483 | 138.8% | $3,006 | 加仓 |
| MIDD | MIDDLEBY CORP | $5,161 | 0.00% | 30 | 30 | — | $5,161 | 新建仓 |
| FE | FIRSTENERGY CORP | $5,088 | 0.00% | 107 | -1 | -0.9% | -$48 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $5,072 | 0.00% | 18 | -1 | -5.3% | -$282 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $5,056 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $5,017 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $5,011 | 0.00% | 49 | -5 | -9.3% | -$511 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $4,950 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,945 | 0.00% | 27 | -3 | -10.0% | -$549 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $4,917 | 0.00% | 163 | 103 | 171.7% | $3,107 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $4,904 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $4,892 | 0.00% | 123 | 85 | 223.7% | $3,381 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $4,890 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $4,881 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $4,875 | 0.00% | 111 | 87 | 362.5% | $3,821 | 加仓 |
| AVY | AVERY DENNISON CORP | $4,871 | 0.00% | 30 | 30 | — | $4,871 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $4,864 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $4,848 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $4,780 | 0.00% | 18 | -13 | -41.9% | -$3,452 | 减仓 |
| CLH | CLEAN HARBORS INC | $4,780 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $4,778 | 0.00% | 34 | -2 | -5.6% | -$281 | 减仓 |
| — | LEGGETT & PLATT INC | $4,766 | 0.00% | 407 | 407 | — | $4,766 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4,738 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $4,734 | 0.00% | 107 | 107 | — | $4,734 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $4,718 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE | $4,717 | 0.00% | 148 | 130 | 722.2% | $4,143 | 加仓 |
| CNMD | CONMED CORP | $4,714 | 0.00% | 144 | 144 | — | $4,714 | 新建仓 |
| KHC | KRAFT HEINZ CO | $4,678 | 0.00% | 198 | 175 | 760.9% | $4,135 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,669 | 0.00% | 7 | -1 | -12.5% | -$667 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $4,655 | 0.00% | 288 | 17 | 6.3% | $275 | 加仓 |
| HSY | HERSHEY CO | $4,652 | 0.00% | 27 | 3 | 12.5% | $517 | 加仓 |
| WDFC | WD 40 CO | $4,630 | 0.00% | 19 | 13 | 216.7% | $3,168 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $4,604 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $4,598 | 0.00% | 120 | -25 | -17.2% | -$958 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4,584 | 0.00% | 96 | 6 | 6.7% | $286 | 加仓 |
| OGE | OGE ENERGY CORP | $4,575 | 0.00% | 94 | 4 | 4.4% | $195 | 加仓 |