JPL Wealth Management, LLC
- SEC CIK
- 0002010710
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 121
- 2024 年第 3 季沒有申報
- 總值
- $3.49 億
- 2024 年第 3 季沒有申報
JPL Wealth Management, LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 43,317 | $2,191 萬 | 6.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 58,102 | $1,347 萬 | 3.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 51,474 | $1,289 萬 | 3.7% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 515,478 | $1,240 萬 | 3.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33,431 | $968.9 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 19,748 | $832.4 萬 | 2.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 41,910 | $793.4 萬 | 2.3% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 136,078 | $703.5 萬 | 2.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 109,634 | $683.1 萬 | 2.0% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,209 | $660.5 萬 | 1.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 41,694 | $603.9 萬 | 1.7% | – | – | 歷史 |
| ARESAres Management Corp | CL A COM STK | 33,843 | $599.1 萬 | 1.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,954 | $591.3 萬 | 1.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,447 | $585.2 萬 | 1.7% | – | – | – |
| WMTWalmart Inc. | Stock | 58,200 | $525.8 萬 | 1.5% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 13,536 | $491.0 萬 | 1.4% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 16,395 | $473.6 萬 | 1.4% | – | – | – |
| TRIThomson Reuters Corp | COM NO PAR | 29,442 | $472.2 萬 | 1.4% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 76,601 | $469.9 萬 | 1.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 25,953 | $461.2 萬 | 1.3% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 127,868 | $458.4 萬 | 1.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 164,909 | $450.5 萬 | 1.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 234,200 | $433.3 萬 | 1.2% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 83,973 | $428.0 萬 | 1.2% | – | – | – |
| MAMastercard Inc | Stock | 8,055 | $424.2 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 35,710 | $412.6 萬 | 1.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,031 | $409.3 萬 | 1.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,581 | $404.3 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,703 | $400.4 萬 | 1.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 39,195 | $398.8 萬 | 1.1% | – | – | – |
| LAMRLamar Advertising Co | REIT | 31,493 | $383.4 萬 | 1.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 10,528 | $370.4 萬 | 1.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 26,145 | $366.6 萬 | 1.0% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 52,142 | $366.5 萬 | 1.0% | – | – | – |
| TXNTexas Instruments Inc | Stock | 19,504 | $365.7 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 14,206 | $360.5 萬 | 1.0% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 16,410 | $353.6 萬 | 1.0% | – | – | – |
| DHIHorton D R Inc | COM | 25,217 | $352.6 萬 | 1.0% | – | – | 歷史 |
| DEDeere & Co | Stock | 8,256 | $349.8 萬 | 1.0% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 19,487 | $345.6 萬 | 1.0% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 6,560 | $341.0 萬 | 1.0% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 53,222 | $339.4 萬 | 1.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 25,172 | $338.0 萬 | 1.0% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,215 | $334.5 萬 | 1.0% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 27,073 | $331.9 萬 | 1.0% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 26,157 | $331.5 萬 | 0.9% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 34,912 | $322.5 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 8,209 | $319.3 萬 | 0.9% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 56,115 | $318.2 萬 | 0.9% | – | – | 歷史 |
| SOSouthern Co | Stock | 38,350 | $315.7 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 20,689 | $314.6 萬 | 0.9% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,633 | $312.3 萬 | 0.9% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 24,770 | $307.0 萬 | 0.9% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 42,268 | $300.3 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 99,925 | $291.8 萬 | 0.8% | – | – | – |
| WATWaters Corp | COM | 7,855 | $291.4 萬 | 0.8% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 50,173 | $281.7 萬 | 0.8% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,841 | $274.1 萬 | 0.8% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 32,142 | $271.6 萬 | 0.8% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,926 | $263.5 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 9,917 | $258.5 萬 | 0.7% | – | – | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 44,179 | $249.7 萬 | 0.7% | – | – | – |
| SPGIS&P Global Inc. | Stock | 4,799 | $239.0 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,413 | $237.8 萬 | 0.7% | – | – | – |
| SNYSanofi | SPONSORED ADR | 47,212 | $227.7 萬 | 0.7% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,882 | $225.4 萬 | 0.6% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 17,603 | $221.3 萬 | 0.6% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 131,084 | $205.4 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 55,046 | $180.3 萬 | 0.5% | – | – | – |
| PSAPublic Storage | COM | 5,456 | $163.4 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,670 | $156.5 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 19,630 | $135.3 萬 | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 1,436 | $128.0 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 44,279 | $101.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,672 | $97.9 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,060 | $86.3 萬 | 0.2% | – | – | – |
| ETNEaton Corp plc | Stock | 2,469 | $81.9 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,760 | $79.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,606 | $78.0 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 899 | $69.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,099 | $67.6 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,394 | $67.3 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 40,506 | $66.3 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 32,514 | $65.4 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,579 | $63.4 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,329 | $63.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 31,249 | $62.9 萬 | 0.2% | – | – | – |
| FTNTFortinet, Inc. | Stock | 6,425 | $60.7 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,892 | $59.8 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,164 | $54.2 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,732 | $53.6 萬 | 0.2% | – | – | – |
| BNLBroadstone Net Lease, Inc. | COM | 32,358 | $51.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,893 | $51.0 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 22,599 | $48.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,837 | $48.5 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,642 | $47.1 萬 | 0.1% | – | – | – |
| MARMarriott International Inc | Stock | 1,660 | $46.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 761 | $44.8 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 4,274 | $42.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,035 | $42.5 萬 | 0.1% | – | – | – |