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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,383.03万 | 4.73% | 271,169 | 89,860 | 49.6% | $789.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,623.29万 | 3.22% | 39,056 | 274 | 0.7% | $11.39万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,505.77万 | 2.99% | 221,404 | 13,094 | 6.3% | $89.05万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,490.34万 | 2.96% | 617,375 | -32,932 | -5.1% | -$79.50万 | 减仓 |
| AVGO | BROADCOM INC | $1,411.14万 | 2.80% | 37,357 | -1,881 | -4.8% | -$71.05万 | 减仓 |
| AAPL | APPLE INC | $1,404.10万 | 2.79% | 48,524 | -363 | -0.7% | -$10.50万 | 减仓 |
| GOOGL | ALPHABET INC | $1,313.44万 | 2.61% | 36,753 | -955 | -2.5% | -$34.13万 | 减仓 |
| CAOS | EA SERIES TRUST | $1,283.58万 | 2.55% | 142,052 | 11,006 | 8.4% | $99.45万 | 加仓 |
| CAT | CATERPILLAR INC | $1,262.04万 | 2.50% | 11,851 | -559 | -4.5% | -$59.53万 | 减仓 |
| AAEQ | EA SERIES TRUST | $1,219.87万 | 2.42% | 229,355 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,125.20万 | 2.23% | 69,655 | 2,682 | 4.0% | $43.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,095.71万 | 2.17% | 29,611 | 549 | 1.9% | $20.31万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $930.61万 | 1.85% | 225,601 | 35,470 | 18.7% | $146.31万 | 加仓 |
| QMOM | EA SERIES TRUST | $913.25万 | 1.81% | 115,998 | 15,186 | 15.1% | $119.56万 | 加仓 |
| SOXX | ISHARES TR | $868.85万 | 1.72% | 13,560 | -2,819 | -17.2% | -$180.63万 | 减仓 |
| IGSB | ISHARES TR | $852.27万 | 1.69% | 162,617 | -8,161 | -4.8% | -$42.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $822.72万 | 1.63% | 11,172 | -88 | -0.8% | -$6.48万 | 减仓 |
| IEI | ISHARES TR | $723.09万 | 1.44% | 61,566 | 2,093 | 3.5% | $24.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $720.16万 | 1.43% | 19,306 | -15 | -0.1% | -$5,595 | 减仓 |
| IJH | ISHARES TR | $709.71万 | 1.41% | 92,038 | -2,182 | -2.3% | -$16.83万 | 减仓 |
| QVAL | EA SERIES TRUST | $707.34万 | 1.40% | 127,564 | 39,608 | 45.0% | $219.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $688.00万 | 1.37% | 41,506 | -1,051 | -2.5% | -$17.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $668.46万 | 1.33% | 241,321 | -6,372 | -2.6% | -$17.65万 | 减仓 |
| ABBV | ABBVIE INC | $645.19万 | 1.28% | 25,639 | -1,249 | -4.6% | -$31.43万 | 减仓 |
| AMZN | AMAZON COM INC | $637.27万 | 1.26% | 26,738 | 320 | 1.2% | $7.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $601.95万 | 1.19% | 6,435 | -73 | -1.1% | -$6.83万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $585.62万 | 1.16% | 34,763 | -593 | -1.7% | -$9.99万 | 减仓 |
| DGRO | ISHARES TR | $573.43万 | 1.14% | 75,661 | -3,680 | -4.6% | -$27.89万 | 减仓 |
| — | EXXON MOBIL CORP | $564.30万 | 1.12% | 41,274 | -1,252 | -2.9% | -$17.12万 | 减仓 |
| GOVT | ISHARES TR | $555.75万 | 1.10% | 243,965 | 139,134 | 132.7% | $316.95万 | 加仓 |
| WMT | WALMART INC | $544.77万 | 1.08% | 48,099 | -698 | -1.4% | -$7.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $541.19万 | 1.07% | 27,047 | 698 | 2.6% | $13.97万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $507.96万 | 1.01% | 117,747 | -3,795 | -3.1% | -$16.37万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $506.98万 | 1.01% | 32,504 | -575 | -1.7% | -$8.97万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $503.18万 | 1.00% | 43,494 | -440 | -1.0% | -$5.09万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $494.80万 | 0.98% | 147,877 | 68,322 | 85.9% | $228.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $490.12万 | 0.97% | 9,795 | 19 | 0.2% | $9,507 | 加仓 |
| DON | WISDOMTREE TR | $489.51万 | 0.97% | 86,608 | -2,706 | -3.0% | -$15.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $479.21万 | 0.95% | 14,640 | -30 | -0.2% | -$9,820 | 减仓 |
| DE | DEERE & CO | $470.73万 | 0.93% | 7,421 | -162 | -2.1% | -$10.28万 | 减仓 |
| OEF | ISHARES TR | $459.17万 | 0.91% | 12,550 | 145 | 1.2% | $5.31万 | 加仓 |
| DHI | D R HORTON INC | $430.42万 | 0.85% | 26,426 | -578 | -2.1% | -$9.41万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $416.40万 | 0.83% | 32,959 | -1,116 | -3.3% | -$14.10万 | 减仓 |
| IEFA | ISHARES TR | $413.91万 | 0.82% | 42,856 | 754 | 1.8% | $7.28万 | 加仓 |
| QUAL | ISHARES TR | $409.23万 | 0.81% | 18,649 | -266 | -1.4% | -$5.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $408.70万 | 0.81% | 14,534 | -316 | -2.1% | -$8.89万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $403.69万 | 0.80% | 80,216 | 68,126 | 563.5% | $342.84万 | 加仓 |
| ING | ING GROEP NV | $395.55万 | 0.79% | 126,050 | -4,509 | -3.5% | -$14.15万 | 减仓 |
| FRDM | EA SERIES TRUST | $389.35万 | 0.77% | 53,409 | 14,393 | 36.9% | $104.93万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $371.16万 | 0.74% | 166,364 | 109,183 | 190.9% | $243.59万 | 加仓 |
| MS | MORGAN STANLEY | $361.18万 | 0.72% | 17,278 | -236 | -1.3% | -$4.93万 | 减仓 |
| AMGN | AMGEN INC | $349.45万 | 0.69% | 9,650 | -66 | -0.7% | -$2.39万 | 减仓 |
| SO | SOUTHERN CO | $348.60万 | 0.69% | 36,423 | -1,055 | -2.8% | -$10.10万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $342.12万 | 0.68% | 19,051 | -253 | -1.3% | -$4.54万 | 减仓 |
| EMR | EMERSON ELEC CO | $341.47万 | 0.68% | 23,854 | -230 | -1.0% | -$3.29万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $340.81万 | 0.68% | 37,008 | -490 | -1.3% | -$4.51万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $327.28万 | 0.65% | 29,403 | -936 | -3.1% | -$10.42万 | 减仓 |
| SDOG | ALPS ETF TR | $304.56万 | 0.60% | 44,643 | -1,089 | -2.4% | -$7.43万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $302.20万 | 0.60% | 57,737 | 49,996 | 645.9% | $261.68万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $283.77万 | 0.56% | 5,572 | -83 | -1.5% | -$4.23万 | 减仓 |
| PEP | PEPSICO INC | $282.52万 | 0.56% | 20,865 | -674 | -3.1% | -$9.13万 | 减仓 |
| HD | HOME DEPOT INC | $282.40万 | 0.56% | 8,007 | -250 | -3.0% | -$8.82万 | 减仓 |
| IWP | ISHARES TR | $277.09万 | 0.55% | 18,925 | -2,011 | -9.6% | -$29.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $263.71万 | 0.52% | 3,840 | 75 | 2.0% | $5.15万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $238.71万 | 0.47% | 29,413 | -1,304 | -4.2% | -$10.58万 | 减仓 |
| BOXX | EA SERIES TRUST | $226.60万 | 0.45% | 19,353 | 8,982 | 86.6% | $105.17万 | 加仓 |
| AAUS | EA SERIES TRUST | $211.66万 | 0.42% | 35,428 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $205.32万 | 0.41% | 36,070 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $164.96万 | 0.33% | 2,209 | 66 | 3.1% | $4.93万 | 加仓 |
| IGIB | ISHARES TR | $160.85万 | 0.32% | 30,253 | -1,639 | -5.1% | -$8.71万 | 减仓 |
| STIP | ISHARES TR | $158.16万 | 0.31% | 15,482 | 13,606 | 725.3% | $139.00万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $152.45万 | 0.30% | 74,858 | 2,597 | 3.6% | $5.29万 | 加仓 |
| PSA | PUBLIC STORAGE | $149.73万 | 0.30% | 4,704 | -64 | -1.3% | -$2.04万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $120.44万 | 0.24% | 72,356 | -898 | -1.2% | -$1.49万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $116.73万 | 0.23% | 56,913 | -728 | -1.3% | -$1.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $114.12万 | 0.23% | 2,222 | -5,624 | -71.7% | -$288.85万 | 减仓 |
| NFLX | NETFLIX INC | $111.16万 | 0.22% | 15,569 | -178 | -1.1% | -$1.27万 | 减仓 |
| GOOG | ALPHABET INC | $107.32万 | 0.21% | 3,037 | 185 | 6.5% | $6.54万 | 加仓 |
| FTNT | FORTINET INC | $105.92万 | 0.21% | 6,895 | 48 | 0.7% | $7,374 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $98.85万 | 0.20% | 8,473 | 471 | 5.9% | $5.50万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $97.49万 | 0.19% | 19,385 | 19,385 | — | $97.49万 | 新建仓 |
| LLY | ELI LILLY & CO | $91.96万 | 0.18% | 767 | 16 | 2.1% | $1.92万 | 加仓 |
| META | META PLATFORMS INC | $85.09万 | 0.17% | 1,511 | 33 | 2.2% | $1.86万 | 加仓 |
| IAU | ISHARES GOLD TR | $79.18万 | 0.16% | 10,486 | 6,977 | 198.8% | $52.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $76.45万 | 0.15% | 2,565 | 49 | 1.9% | $1.46万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $74.38万 | 0.15% | 2,007 | 19 | 1.0% | $7,041 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $72.02万 | 0.14% | 624 | 170 | 37.4% | $19.62万 | 加仓 |
| SYSB | ISHARES TR | $70.86万 | 0.14% | 7,987 | 6,595 | 473.8% | $58.51万 | 加仓 |
| PFF | ISHARES TR | $70.18万 | 0.14% | 23,016 | 14,683 | 176.2% | $44.77万 | 加仓 |
| TSLA | TESLA INC | $69.71万 | 0.14% | 1,657 | 191 | 13.0% | $8.04万 | 加仓 |
| IVV | ISHARES TR | $68.99万 | 0.14% | 921 | -54 | -5.5% | -$4.05万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $66.88万 | 0.13% | 32,358 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $66.79万 | 0.13% | 6,656 | 5,841 | 716.7% | $58.61万 | 加仓 |
| ETN | EATON CORP PLC | $63.36万 | 0.13% | 1,487 | -1 | -0.1% | -$426 | 减仓 |
| ICVT | ISHARES TR | $61.30万 | 0.12% | 5,035 | 3,882 | 336.7% | $47.26万 | 加仓 |
| ORCL | ORACLE CORP | $60.03万 | 0.12% | 4,096 | -354 | -8.0% | -$5.19万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $49.37万 | 0.10% | 3,863 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $47.95万 | 0.10% | 1,171 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $46.27万 | 0.09% | 12,808 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $46.23万 | 0.09% | 9,886 | -2,791 | -22.0% | -$13.05万 | 减仓 |