JPL Wealth Management, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002010710
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | $1,578.30万 | 3.63% | 650,307 | 37,116 | 6.1% | $90.08万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,387.74万 | 3.19% | 181,309 | 85,752 | 89.7% | $656.35万 | 加仓 |
| AAPL | APPLE INC | $1,240.70万 | 2.85% | 48,887 | -463 | -0.9% | -$11.75万 | 减仓 |
| AVGO | BROADCOM INC | $1,214.46万 | 2.79% | 39,238 | -2,833 | -6.7% | -$87.68万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,211.95万 | 2.79% | 208,310 | 58,070 | 38.7% | $337.85万 | 加仓 |
| CAOS | EA SERIES TRUST | $1,189.37万 | 2.74% | 131,046 | 23,960 | 22.4% | $217.46万 | 加仓 |
| GOOGL | ALPHABET INC | $1,084.32万 | 2.49% | 37,708 | -1,456 | -3.7% | -$41.87万 | 减仓 |
| AAEQ | EA SERIES TRUST | $1,066.90万 | 2.45% | 229,355 | -5 | -0.0% | -$233 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,049.39万 | 2.41% | 38,782 | -6,308 | -14.0% | -$170.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $932.35万 | 2.14% | 29,062 | -395 | -1.3% | -$12.67万 | 减仓 |
| IGSB | ISHARES TR | $897.61万 | 2.06% | 170,778 | 9,251 | 5.7% | $48.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $880.50万 | 2.03% | 42,557 | 92 | 0.2% | $1.90万 | 加仓 |
| CAT | CATERPILLAR INC | $879.23万 | 2.02% | 12,410 | -504 | -3.9% | -$35.71万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $750.83万 | 1.73% | 66,973 | 13,268 | 24.7% | $148.75万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $740.75万 | 1.70% | 190,131 | 21,908 | 13.0% | $85.35万 | 加仓 |
| — | EXXON MOBIL CORP | $721.50万 | 1.66% | 42,526 | 878 | 2.1% | $14.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $715.20万 | 1.65% | 19,321 | -373 | -1.9% | -$13.81万 | 减仓 |
| IEI | ISHARES TR | $705.36万 | 1.62% | 59,473 | 7,088 | 13.5% | $84.06万 | 加仓 |
| QMOM | EA SERIES TRUST | $688.64万 | 1.58% | 100,812 | 11,134 | 12.4% | $76.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $649.92万 | 1.49% | 11,260 | -213 | -1.9% | -$12.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $648.49万 | 1.49% | 6,508 | -130 | -2.0% | -$12.95万 | 减仓 |
| IJH | ISHARES TR | $636.26万 | 1.46% | 94,220 | -3,396 | -3.5% | -$22.93万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $613.04万 | 1.41% | 247,693 | -4,148 | -1.6% | -$10.27万 | 减仓 |
| WMT | WALMART INC | $606.44万 | 1.39% | 48,797 | -1,906 | -3.8% | -$23.69万 | 减仓 |
| ABBV | ABBVIE INC | $584.79万 | 1.35% | 26,888 | 90 | 0.3% | $1.96万 | 加仓 |
| DGRO | ISHARES TR | $556.82万 | 1.28% | 79,341 | -885 | -1.1% | -$6.21万 | 减仓 |
| AMZN | AMAZON COM INC | $550.20万 | 1.27% | 26,418 | 75 | 0.3% | $1.56万 | 加仓 |
| SOXX | ISHARES TR | $538.30万 | 1.24% | 16,379 | -688 | -4.0% | -$22.61万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $479.24万 | 1.10% | 121,542 | -3,007 | -2.4% | -$11.86万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $474.90万 | 1.09% | 34,075 | 59 | 0.2% | $8,223 | 加仓 |
| DON | WISDOMTREE TR | $469.25万 | 1.08% | 89,314 | -684 | -0.8% | -$3.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $468.45万 | 1.08% | 9,776 | -60 | -0.6% | -$2.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $459.53万 | 1.06% | 26,349 | 470 | 1.8% | $8.20万 | 加仓 |
| QVAL | EA SERIES TRUST | $458.62万 | 1.05% | 87,956 | 55,477 | 170.8% | $289.27万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $445.24万 | 1.02% | 35,356 | -676 | -1.9% | -$8.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $431.54万 | 0.99% | 14,670 | -408 | -2.7% | -$12.00万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $429.37万 | 0.99% | 43,934 | -361 | -0.8% | -$3.53万 | 减仓 |
| DE | DEERE & CO | $427.13万 | 0.98% | 7,583 | -214 | -2.7% | -$12.05万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $418.97万 | 0.96% | 33,079 | -139 | -0.4% | -$1.76万 | 减仓 |
| OEF | ISHARES TR | $394.56万 | 0.91% | 12,405 | -382 | -3.0% | -$12.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $392.02万 | 0.90% | 7,846 | 245 | 3.2% | $12.24万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $385.77万 | 0.89% | 5,655 | -96 | -1.7% | -$6.55万 | 减仓 |
| IEFA | ISHARES TR | $381.15万 | 0.88% | 42,102 | -1,332 | -3.1% | -$12.06万 | 减仓 |
| DHI | D R HORTON INC | $370.55万 | 0.85% | 27,004 | 66 | 0.2% | $9,057 | 加仓 |
| QUAL | ISHARES TR | $362.82万 | 0.83% | 18,915 | 34 | 0.2% | $6,522 | 加仓 |
| SO | SOUTHERN CO | $361.74万 | 0.83% | 37,478 | 191 | 0.5% | $1.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $359.96万 | 0.83% | 14,850 | 91 | 0.6% | $2.21万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $347.88万 | 0.80% | 19,304 | 2 | 0.0% | $360 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $346.15万 | 0.80% | 37,498 | -261 | -0.7% | -$2.41万 | 减仓 |
| AMGN | AMGEN INC | $341.85万 | 0.79% | 9,716 | -3 | -0.0% | -$1,056 | 减仓 |
| ING | ING GROEP N.V. | $340.11万 | 0.78% | 130,559 | -3,440 | -2.6% | -$8.96万 | 减仓 |
| PEP | PEPSICO INC | $334.47万 | 0.77% | 21,539 | -67 | -0.3% | -$1.04万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $331.00万 | 0.76% | 30,339 | -907 | -2.9% | -$9.90万 | 减仓 |
| EMR | EMERSON ELEC CO | $315.55万 | 0.73% | 24,084 | 49 | 0.2% | $6,420 | 加仓 |
| SDOG | ALPS ETF TR | $297.42万 | 0.68% | 45,732 | -179 | -0.4% | -$1.16万 | 减仓 |
| MS | MORGAN STANLEY | $288.23万 | 0.66% | 17,514 | -242 | -1.4% | -$3.98万 | 减仓 |
| UL | UNILEVER PLC | $284.34万 | 0.65% | 49,911 | -447 | -0.9% | -$2.55万 | 减仓 |
| HD | HOME DEPOT INC | $271.55万 | 0.62% | 8,257 | 225 | 2.8% | $7.40万 | 加仓 |
| IWP | ISHARES TR | $268.23万 | 0.62% | 20,936 | -454 | -2.1% | -$5.82万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $266.83万 | 0.61% | 79,555 | 7,859 | 11.0% | $26.36万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $248.66万 | 0.57% | 30,717 | -282 | -0.9% | -$2.28万 | 减仓 |
| GOVT | ISHARES TR | $240.17万 | 0.55% | 104,831 | 35,211 | 50.6% | $80.67万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $231.01万 | 0.53% | 49,809 | -1,451 | -2.8% | -$6.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $225.00万 | 0.52% | 3,765 | -51 | -1.3% | -$3.05万 | 减仓 |
| WAT | WATERS CORP | $224.27万 | 0.52% | 7,531 | -175 | -2.3% | -$5.21万 | 减仓 |
| FRDM | EA SERIES TRUST | $213.22万 | 0.49% | 39,016 | 18,748 | 92.5% | $102.46万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $194.98万 | 0.45% | 52,542 | -1,781 | -3.3% | -$6.61万 | 减仓 |
| SPGI | S&P GLOBAL INC | $191.52万 | 0.44% | 4,503 | -22 | -0.5% | -$9,357 | 减仓 |
| AAUS | EA SERIES TRUST | $185.58万 | 0.43% | 35,428 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $176.53万 | 0.41% | 36,070 | 36,070 | — | $176.53万 | 新建仓 |
| IGIB | ISHARES TR | $169.73万 | 0.39% | 31,892 | 12,874 | 67.7% | $68.52万 | 加仓 |
| NFLX | NETFLIX INC. | $151.41万 | 0.35% | 15,747 | 1,883 | 13.6% | $18.11万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $147.58万 | 0.34% | 72,261 | 1,805 | 2.6% | $3.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.37万 | 0.32% | 2,143 | -42 | -1.9% | -$2.73万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $129.16万 | 0.30% | 4,768 | -83 | -1.7% | -$2.25万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $128.03万 | 0.29% | 57,181 | 18,587 | 48.2% | $41.62万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $122.47万 | 0.28% | 73,254 | 2,334 | 3.3% | $3.90万 | 加仓 |
| BOXX | EA SERIES TRUST | $120.60万 | 0.28% | 10,371 | 3,245 | 45.5% | $37.74万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $118.67万 | 0.27% | 57,641 | 2,136 | 3.8% | $4.40万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $117.05万 | 0.27% | 8,002 | 1,426 | 21.7% | $20.86万 | 加仓 |
| META | META PLATFORMS INC | $84.54万 | 0.19% | 1,478 | 61 | 4.3% | $3.49万 | 加仓 |
| GOOG | ALPHABET INC | $81.81万 | 0.19% | 2,852 | 361 | 14.5% | $10.36万 | 加仓 |
| LLY | ELI LILLY & CO | $69.05万 | 0.16% | 751 | -30 | -3.8% | -$2.76万 | 减仓 |
| ORCL | ORACLE CORP | $65.46万 | 0.15% | 4,450 | 156 | 3.6% | $2.29万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $65.02万 | 0.15% | 1,988 | 363 | 22.3% | $11.87万 | 加仓 |
| IVV | ISHARES TR | $63.70万 | 0.15% | 975 | 11 | 1.1% | $7,186 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $60.68万 | 0.14% | 12,090 | 12,090 | — | $60.68万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $59.12万 | 0.14% | 32,358 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $58.97万 | 0.14% | 12,677 | 3,817 | 43.1% | $17.76万 | 加仓 |
| FTNT | FORTINET INC | $55.95万 | 0.13% | 6,847 | 437 | 6.8% | $3.57万 | 加仓 |
| TSLA | TESLA INC | $54.52万 | 0.13% | 1,466 | 82 | 5.9% | $3.05万 | 加仓 |
| ETN | EATON CORP PLC | $53.22万 | 0.12% | 1,488 | 593 | 66.3% | $21.21万 | 加仓 |
| TXN | TEXAS INSTRS INC | $48.85万 | 0.11% | 2,516 | 1,126 | 81.0% | $21.86万 | 加仓 |
| IBTO | ISHARES TR | $42.44万 | 0.10% | 17,403 | 56 | 0.3% | $1,366 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $42.37万 | 0.10% | 3,863 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $41.75万 | 0.10% | 1,171 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $40.20万 | 0.09% | 7,741 | 7,741 | — | $40.20万 | 新建仓 |
| EFA | ISHARES TR | $38.51万 | 0.09% | 3,965 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $37.24万 | 0.09% | 12,808 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $35.78万 | 0.08% | 8,419 | 0 | 0.0% | — | 不变 |