JPL Wealth Management, LLC 13F 持仓 · 2026年Q2
JPL Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,875 只证券，申报市值合计 5.04 亿美元。前几大持仓：SPYM（4.73%）、UNH（3.22%）、DYNF（2.99%）。本季前 25 大持仓中：增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $23.8M | 4.73% | 271,169 | 增持 |
| 2 | UNH | UNITEDHEALTH GROUP INC | $16.2M | 3.22% | 39,056 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $15.1M | 2.99% | 221,404 | 增持 |
| 4 | SCHO | SCHWAB STRATEGIC TR | $14.9M | 2.96% | 617,375 | 减持 |
| 5 | AVGO | BROADCOM INC | $14.1M | 2.80% | 37,357 | 减持 |
| 6 | AAPL | APPLE INC | $14.0M | 2.79% | 48,524 | 减持 |
| 7 | GOOGL | ALPHABET INC | $13.1M | 2.61% | 36,753 | 减持 |
| 8 | CAOS | EA SERIES TRUST | $12.8M | 2.55% | 142,052 | 增持 |
| 9 | CAT | CATERPILLAR INC | $12.6M | 2.50% | 11,851 | 减持 |
| 10 | AAEQ | EA SERIES TRUST | $12.2M | 2.42% | 229,355 | 持平 |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $11.3M | 2.23% | 69,655 | 增持 |
| 12 | VTI | VANGUARD INDEX FDS | $11.0M | 2.17% | 29,611 | 增持 |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $9.3M | 1.85% | 225,601 | 增持 |
| 14 | QMOM | EA SERIES TRUST | $9.1M | 1.81% | 115,998 | 增持 |
| 15 | SOXX | ISHARES TR | $8.7M | 1.72% | 13,560 | 减持 |
| 16 | IGSB | ISHARES TR | $8.5M | 1.69% | 162,617 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $8.2M | 1.63% | 11,172 | 减持 |
| 18 | IEI | ISHARES TR | $7.2M | 1.44% | 61,566 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $7.2M | 1.43% | 19,306 | 减持 |
| 20 | IJH | ISHARES TR | $7.1M | 1.41% | 92,038 | 减持 |
| 21 | QVAL | EA SERIES TRUST | $7.1M | 1.40% | 127,564 | 增持 |
| 22 | CVX | CHEVRON CORPORATION | $6.9M | 1.37% | 41,506 | 减持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $6.7M | 1.33% | 241,321 | 减持 |
| 24 | ABBV | ABBVIE INC | $6.5M | 1.28% | 25,639 | 减持 |
| 25 | AMZN | AMAZON COM INC | $6.4M | 1.26% | 26,738 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR