JPL Wealth Management, LLC
- SEC CIK
- 0002010710
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/9 申報。只含多頭部位。
- 持股檔數
- 100
- 2023 年第 3 季沒有申報
- 總值
- $1.39 億
- 2023 年第 3 季沒有申報
JPL Wealth Management, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 24,720 | $475.9 萬 | 3.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,530 | $394.0 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,031 | $377.2 萬 | 2.7% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 57,125 | $292.9 萬 | 2.1% | – | – | – |
| CVXChevron Corp | Stock | 19,501 | $290.9 萬 | 2.1% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 89,101 | $286.6 萬 | 2.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 20,124 | $281.1 萬 | 2.0% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 52,381 | $264.6 萬 | 1.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,984 | $263.0 萬 | 1.9% | – | – | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 17,807 | $260.4 萬 | 1.9% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,117 | $252.7 萬 | 1.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 67,677 | $250.1 萬 | 1.8% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 52,814 | $249.5 萬 | 1.8% | – | – | – |
| ARESAres Management Corp | CL A COM STK | 20,735 | $246.6 萬 | 1.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,713 | $243.5 萬 | 1.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 8,093 | $239.3 萬 | 1.7% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 110,672 | $234.0 萬 | 1.7% | – | – | – |
| MAMastercard Inc | Stock | 5,342 | $227.8 萬 | 1.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,455 | $223.4 萬 | 1.6% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 44,188 | $201.9 萬 | 1.5% | – | – | – |
| LAMRLamar Advertising Co | REIT | 18,603 | $197.7 萬 | 1.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,376 | $186.3 萬 | 1.3% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 8,131 | $182.8 萬 | 1.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,656 | $181.6 萬 | 1.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 32,816 | $176.6 萬 | 1.3% | – | – | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 22,474 | $174.6 萬 | 1.3% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 49,670 | $173.1 萬 | 1.2% | – | – | – |
| WMTWalmart Inc. | Stock | 10,920 | $172.2 萬 | 1.2% | – | – | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 2,960 | $170.5 萬 | 1.2% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 12,444 | $167.5 萬 | 1.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 4,670 | $163.9 萬 | 1.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 23,275 | $163.2 萬 | 1.2% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 10,659 | $162.0 萬 | 1.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 4,042 | $161.6 萬 | 1.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 24,527 | $159.8 萬 | 1.2% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 68,898 | $158.7 萬 | 1.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,960 | $155.8 萬 | 1.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,223 | $155.7 萬 | 1.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,066 | $153.4 萬 | 1.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,802 | $152.8 萬 | 1.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 20,900 | $150.5 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,774 | $149.3 萬 | 1.1% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 29,181 | $148.9 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,201 | $147.1 萬 | 1.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,640 | $146.7 萬 | 1.1% | – | – | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 28,373 | $145.4 萬 | 1.0% | – | – | – |
| AMGNAmgen Inc | Stock | 5,011 | $144.3 萬 | 1.0% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,847 | $143.6 萬 | 1.0% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 29,513 | $143.1 萬 | 1.0% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,891 | $135.3 萬 | 1.0% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 11,102 | $132.2 萬 | 1.0% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 11,358 | $130.8 萬 | 0.9% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 36,645 | $129.8 萬 | 0.9% | – | – | – |
| EMREmerson Electric Co | Stock | 13,040 | $126.9 萬 | 0.9% | – | – | 歷史 |
| WATWaters Corp | COM | 3,793 | $124.9 萬 | 0.9% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,228 | $123.5 萬 | 0.9% | – | – | – |
| ABTAbbott Laboratories | Stock | 11,143 | $122.6 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,021 | $121.9 萬 | 0.9% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,584 | $113.9 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 39,493 | $113.7 萬 | 0.8% | – | – | 歷史 |
| GSKGSK plc | ADR | 30,461 | $112.9 萬 | 0.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 12,491 | $112.8 萬 | 0.8% | – | – | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 51,057 | $112.7 萬 | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 18,047 | $105.3 萬 | 0.8% | – | – | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 38,927 | $103.1 萬 | 0.7% | – | – | – |
| EOGEOG Resources Inc | Stock | 8,236 | $99.6 萬 | 0.7% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,025 | $97.4 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,046 | $97.2 萬 | 0.7% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 19,209 | $95.5 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,155 | $95.5 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 18,251 | $88.2 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,764 | $87.3 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,322 | $82.8 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,672 | $82.1 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 11,554 | $68.9 萬 | 0.5% | – | – | – |
| NFLXNetflix Inc | Stock | 1,362 | $66.3 萬 | 0.5% | – | – | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 32,383 | $55.8 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 4,556 | $49.5 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,783 | $47.4 萬 | 0.3% | – | – | – |
| ORCLOracle Corp | Stock | 4,245 | $44.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 832 | $39.8 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 878 | $38.4 萬 | 0.3% | – | – | – |
| FTNTFortinet, Inc. | Stock | 6,460 | $37.8 萬 | 0.3% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 3,595 | $37.2 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,278 | $33.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 555 | $32.4 萬 | 0.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,551 | $29.9 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 966 | $29.3 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,707 | $28.3 萬 | 0.2% | – | – | – |
| ETNEaton Corp plc | Stock | 1,168 | $28.1 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,981 | $27.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,054 | $27.6 萬 | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,990 | $27.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 834 | $25.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,705 | $25.5 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,245 | $24.5 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,218 | $22.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,263 | $21.3 萬 | 0.2% | – | – | – |
| XELXcel Energy Inc | Stock | 3,309 | $20.5 萬 | 0.1% | – | – | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 10,000 | $2.55 萬 | <0.1% | – | – | 歷史 |