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 |
|---|---|---|---|---|---|---|---|---|
| WSBF | WATERSTONE FINL INC MD | $4,561 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| NPKI | NPK INTERNATIONAL INC | $4,551 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $4,534 | 0.00% | 105 | 18 | 20.7% | $777 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $4,496 | 0.00% | 45 | 15 | 50.0% | $1,499 | 加仓 |
| G | GENPACT LIMITED | $4,483 | 0.00% | 163 | -21 | -11.4% | -$578 | 减仓 |
| PVH | PVH CORPORATION | $4,456 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $4,408 | 0.00% | 34 | -20 | -37.0% | -$2,593 | 减仓 |
| EFAV | ISHARES TR | $4,386 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $4,386 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $4,382 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $4,377 | 0.00% | 10 | 1 | 11.1% | $438 | 加仓 |
| COO | COOPER COS INC | $4,375 | 0.00% | 61 | -136 | -69.0% | -$9,754 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $4,340 | 0.00% | 62 | -13 | -17.3% | -$910 | 减仓 |
| CPAY | CORPAY INC | $4,334 | 0.00% | 13 | 8 | 160.0% | $2,667 | 加仓 |
| YUM | YUM BRANDS INC | $4,317 | 0.00% | 27 | 6 | 28.6% | $959 | 加仓 |
| SNY | SANOFI SA | $4,310 | 0.00% | 101 | 65 | 180.6% | $2,774 | 加仓 |
| INCY | INCYTE CORP | $4,308 | 0.00% | 38 | -4 | -9.5% | -$453 | 减仓 |
| TW | TRADEWEB MKTS INC | $4,287 | 0.00% | 43 | -17 | -28.3% | -$1,695 | 减仓 |
| VICI | VICI PPTYS INC | $4,275 | 0.00% | 161 | 39 | 32.0% | $1,036 | 加仓 |
| CNS | COHEN & STEERS INC | $4,265 | 0.00% | 56 | 1 | 1.8% | $76 | 加仓 |
| MBI | MBIA INC | $4,232 | 0.00% | 649 | 9 | 1.4% | $59 | 加仓 |
| TM | TOYOTA MOTOR CORP | $4,211 | 0.00% | 25 | -16 | -39.0% | -$2,695 | 减仓 |
| RBRK | RUBRIK INC | $4,175 | 0.00% | 52 | 52 | — | $4,175 | 新建仓 |
| NBIS | NEBIUS GROUP NV | $4,143 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4,122 | 0.00% | 20 | 15 | 300.0% | $3,092 | 加仓 |
| CVLT | COMMVAULT SYS INC | $4,111 | 0.00% | 29 | 11 | 61.1% | $1,559 | 加仓 |
| RS | RELIANCE INC | $4,110 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $4,090 | 0.00% | 122 | 24 | 24.5% | $805 | 加仓 |
| NTNX | NUTANIX INC | $4,078 | 0.00% | 80 | -34 | -29.8% | -$1,733 | 减仓 |
| EXP | EAGLE MATLS INC | $4,050 | 0.00% | 18 | 3 | 20.0% | $675 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $4,041 | 0.00% | 51 | 21 | 70.0% | $1,664 | 加仓 |
| HZO | MARINEMAX INC | $4,029 | 0.00% | 110 | -5 | -4.3% | -$183 | 减仓 |
| NTAP | NETAPP INC | $4,024 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP | $4,023 | 0.00% | 54 | 54 | — | $4,023 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $4,019 | 0.00% | 119 | 41 | 52.6% | $1,385 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $4,011 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $4,008 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $4,004 | 0.00% | 240 | 56 | 30.4% | $934 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $3,999 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $3,976 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3,957 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3,945 | 0.00% | 27 | -8 | -22.9% | -$1,169 | 减仓 |
| ESGE | ISHARES INC | $3,938 | 0.00% | 72 | 72 | — | $3,938 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3,910 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $3,910 | 0.00% | 85 | 85 | — | $3,910 | 新建仓 |
| QNST | QUINSTREET INC | $3,883 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $3,859 | 0.00% | 48 | 48 | — | $3,859 | 新建仓 |
| PPL | PPL CORP | $3,854 | 0.00% | 106 | 12 | 12.8% | $436 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $3,806 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $3,806 | 0.00% | 110 | 4 | 3.8% | $138 | 加仓 |
| BKH | BLACK HILLS CORP | $3,795 | 0.00% | 51 | -6 | -10.5% | -$446 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $3,773 | 0.00% | 226 | 19 | 9.2% | $317 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $3,762 | 0.00% | 35 | -9 | -20.5% | -$967 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $3,748 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $3,717 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $3,670 | 0.00% | 70 | -26 | -27.1% | -$1,363 | 减仓 |
| DTM | DT MIDSTREAM INC | $3,669 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $3,667 | 0.00% | 216 | 84 | 63.6% | $1,426 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3,654 | 0.00% | 29 | 3 | 11.5% | $378 | 加仓 |
| GLPI | GAMING & LEISURE P | $3,652 | 0.00% | 82 | 16 | 24.2% | $713 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $3,639 | 0.00% | 13 | -6 | -31.6% | -$1,680 | 减仓 |
| AWR | AMER STATES WTR CO | $3,636 | 0.00% | 44 | 8 | 22.2% | $661 | 加仓 |
| BGC | BGC GROUP INC | $3,635 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $3,628 | 0.00% | 10 | -2 | -16.7% | -$726 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $3,621 | 0.00% | 26 | -4 | -13.3% | -$557 | 减仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $3,601 | 0.00% | 205 | 201 | 5,025.0% | $3,531 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $3,588 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $3,583 | 0.00% | 109 | -5 | -4.4% | -$164 | 减仓 |
| MLR | MILLER INDS INC TENN | $3,581 | 0.00% | 70 | 70 | — | $3,581 | 新建仓 |
| PKG | PACKAGING CORP AMER | $3,575 | 0.00% | 15 | 2 | 15.4% | $477 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $3,561 | 0.00% | 44 | 17 | 63.0% | $1,376 | 加仓 |
| P | EVERPURE INC | $3,546 | 0.00% | 45 | 45 | — | $3,546 | 新建仓 |
| SAP | SAP SE | $3,545 | 0.00% | 23 | -12 | -34.3% | -$1,850 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $3,530 | 0.00% | 20 | 1 | 5.3% | $176 | 加仓 |
| APPF | APPFOLIO INC | $3,528 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $3,524 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL REALTY TRUST INC | $3,524 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| MEI | METHODE ELECTRS INC | $3,510 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3,475 | 0.00% | 66 | 42 | 175.0% | $2,211 | 加仓 |
| RDDT | REDDIT INC | $3,472 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $3,470 | 0.00% | 70 | 70 | — | $3,470 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3,467 | 0.00% | 40 | 20 | 100.0% | $1,734 | 加仓 |
| FDS | FACTSET RESH SYS INC | $3,452 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IPI | INTREPID POTASH INC | $3,442 | 0.00% | 105 | 105 | — | $3,442 | 新建仓 |
| CLX | CLOROX CO DEL | $3,436 | 0.00% | 36 | 36 | — | $3,436 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,424 | 0.00% | 25 | -20 | -44.4% | -$2,739 | 减仓 |
| DMC | DEL MONTE CORP | $3,406 | 0.00% | 122 | 22 | 22.0% | $614 | 加仓 |
| IEX | IDEX CORP | $3,405 | 0.00% | 15 | 15 | — | $3,405 | 新建仓 |
| COHU | COHU INC | $3,400 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $3,372 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $3,370 | 0.00% | 308 | 258 | 516.0% | $2,823 | 加仓 |
| BP | BP PLC | $3,364 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $3,358 | 0.00% | 37 | 37 | — | $3,358 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $3,343 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $3,338 | 0.00% | 218 | -25 | -10.3% | -$383 | 减仓 |
| HUBG | HUB GROUP INC | $3,329 | 0.00% | 76 | 56 | 280.0% | $2,453 | 加仓 |
| TSN | TYSON FOODS INC | $3,322 | 0.00% | 58 | -89 | -60.5% | -$5,098 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $3,322 | 0.00% | 248 | 11 | 4.6% | $147 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $3,316 | 0.00% | 87 | -176 | -66.9% | -$6,708 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $3,305 | 0.00% | 38 | 18 | 90.0% | $1,566 | 加仓 |