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JPL Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

JPL Wealth Management, LLC

报告期 2026-03-31 · CIK 0002010710

持仓数

1,554

前50大市值合计

$333.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$15.8M

650,307

4.7%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$13.9M

181,309

4.2%

AAPL APPLE INC

COM

$12.4M

48,887

3.7%

AVGO BROADCOM INC

COM

$12.1M

39,238

3.6%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$12.1M

208,310

3.6%

CAOS EA SERIES TRUST

ALPHA ARCHITECT

$11.9M

131,046

3.6%

GOOGL ALPHABET INC

CAP STK CL A

$10.8M

37,708

3.3%

AAEQ EA SERIES TRUST

ALPHA ARCHITECT

$10.7M

229,355

3.2%

UNH UNITEDHEALTH GROUP INC

COM

$10.5M

38,782

3.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$9.3M

29,062

2.8%

IGSB ISHARES TR

ISHS 1-5YR INVS

$9.0M

170,778

2.7%

CVX CHEVRON CORPORATION

COM

$8.8M

42,557

2.6%

CAT CATERPILLAR INC

COM

$8.8M

12,410

2.6%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$7.5M

66,973

2.3%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$7.4M

190,131

2.2%

— EXXON MOBIL CORP

COM

$7.2M

42,526

2.2%

MSFT MICROSOFT CORP

COM

$7.2M

19,321

2.1%

IEI ISHARES TR

3 7 YR TREAS BD

$7.1M

59,473

2.1%

QMOM EA SERIES TRUST

US QUAN MOMENTUM

$6.9M

100,812

2.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.5M

11,260

2.0%

COST COSTCO WHOLESALE CORPORATION

COM

$6.5M

6,508

1.9%

IJH ISHARES TR

CORE S&P MCP ETF

$6.4M

94,220

1.9%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$6.1M

247,693

1.8%

WMT WALMART INC

COM

$6.1M

48,797

1.8%

ABBV ABBVIE INC

COM

$5.8M

26,888

1.8%

DGRO ISHARES TR

CORE DIV GRWTH

$5.6M

79,341

1.7%

AMZN AMAZON COM INC

COM

$5.5M

26,418

1.7%

SOXX ISHARES TR

ISHARES SEMICDTR

$5.4M

16,379

1.6%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$4.8M

121,542

1.4%

GILD GILEAD SCIENCES INC

COM

$4.7M

34,075

1.4%

DON WISDOMTREE TR

US MIDCAP DIVID

$4.7M

89,314

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$4.7M

9,776

1.4%

NVDA NVIDIA CORPORATION

COM

$4.6M

26,349

1.4%

QVAL EA SERIES TRUST

US QUAN VALUE

$4.6M

87,956

1.4%

PWB INVESCO EXCHANGE TRADED FD T

LARGE CAP GROWTH

$4.5M

35,356

1.3%

JPM JPMORGAN CHASE & CO

COM

$4.3M

14,670

1.3%

VPL VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF

$4.3M

43,934

1.3%

DE DEERE & CO

COM

$4.3M

7,583

1.3%

LAMR LAMAR ADVERTISING CO

CL A

$4.2M

33,079

1.3%

OEF ISHARES TR

S&P 100 ETF

$3.9M

12,405

1.2%

MA MASTERCARD INCORPORATED

CL A

$3.9M

7,846

1.2%

NOC NORTHROP GRUMMAN CORP

COM

$3.9M

5,655

1.2%

IEFA ISHARES TR

CORE MSCI EAFE

$3.8M

42,102

1.1%

DHI D R HORTON INC

COM

$3.7M

27,004

1.1%

QUAL ISHARES TR

MSCI USA QLT FCT

$3.6M

18,915

1.1%

SO SOUTHERN CO

COM

$3.6M

37,478

1.1%

IBM INTERNATIONAL BUSINESS MACHS

COM

$3.6M

14,850

1.1%

DLR DIGITAL RLTY TR INC

COM

$3.5M

19,304

1.0%

ORLY OREILLY AUTOMOTIVE INC

COM

$3.5M

37,498

1.0%

AMGN AMGEN INC

COM

$3.4M

9,716

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

23%前 6 大占比

SCHO4.7%SPYM4.2%AAPL3.7%AVGO3.6%DYNF3.6%CAOS3.6%