JPL Wealth Management, LLC
- SEC CIK
- 0002010710
- 最新申報
- 2026/8/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 1,192
- 較 2025 年第 2 季 +1,080
- 總值
- $4.21 億
- 較 2025 年第 2 季 +$5,077 萬 (+13.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 675,767 | $1,649 萬 | 3.9% | +27,015+4.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 47,230 | $1,631 萬 | 3.9% | +3,331+7.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 46,009 | $1,518 萬 | 3.6% | −1,355−2.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 51,039 | $1,300 萬 | 3.1% | −1,046−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,629 | $1,169 萬 | 2.8% | −566−1.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 20,576 | $1,066 萬 | 2.5% | −326−1.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 41,243 | $1,003 萬 | 2.4% | −1,430−3.4% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 152,889 | $810.8 萬 | 1.9% | +3,772+2.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,242 | $735.0 萬 | 1.7% | −98−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 112,327 | $733.0 萬 | 1.7% | −1,479−1.3% | 減碼 | – |
| CVXChevron Corp | Stock | 43,943 | $682.4 萬 | 1.6% | +319+0.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 13,893 | $662.9 萬 | 1.6% | −332−2.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,344 | $656.3 萬 | 1.6% | +679+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,893 | $638.1 萬 | 1.5% | −112−1.6% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 18,454 | $614.2 萬 | 1.5% | −332−1.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 252,943 | $588.9 萬 | 1.4% | −419−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 26,805 | $588.6 萬 | 1.4% | −256−0.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 81,678 | $556.1 萬 | 1.3% | +167+0.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 52,569 | $541.8 萬 | 1.3% | −1,146−2.1% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 33,557 | $536.5 萬 | 1.3% | −690−2.0% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 44,818 | $535.6 萬 | 1.3% | +1,982+4.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,400 | $522.8 萬 | 1.2% | −159−1.5% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 18,271 | $495.4 萬 | 1.2% | −343−1.8% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 129,844 | $493.7 萬 | 1.2% | −2,410−1.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 56,301 | $491.6 萬 | 1.2% | −664−1.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 15,538 | $490.1 萬 | 1.2% | −382−2.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,160 | $488.1 萬 | 1.2% | −691−2.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 38,714 | $485.6 萬 | 1.2% | −802−2.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 42,934 | $484.1 萬 | 1.1% | +1,066+2.5% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 28,524 | $483.4 萬 | 1.1% | +167+0.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 176,108 | $480.8 萬 | 1.1% | −1,563−0.9% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 90,105 | $471.2 萬 | 1.1% | +586+0.7% | 加碼 | – |
| MAMastercard Inc | Stock | 8,136 | $462.8 萬 | 1.1% | −103−1.3% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 29,468 | $457.7 萬 | 1.1% | −452−1.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,691 | $442.7 萬 | 1.1% | +206+1.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 119,330 | $433.8 萬 | 1.0% | +4,505+3.9% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 39,352 | $424.3 萬 | 1.0% | −911−2.3% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 65,602 | $422.7 萬 | 1.0% | +2,568+4.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 34,468 | $417.3 萬 | 1.0% | +34,468 | 新進 | – |
| LAMRLamar Advertising Co | REIT | 33,561 | $410.9 萬 | 1.0% | −87−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 13,959 | $410.1 萬 | 1.0% | −443−3.1% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 35,702 | $396.3 萬 | 0.9% | +175+0.5% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 44,576 | $391.6 萬 | 0.9% | −743−1.6% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 27,424 | $390.6 萬 | 0.9% | −476−1.7% | 減碼 | – |
| SOSouthern Co | Stock | 39,962 | $378.7 萬 | 0.9% | +190.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 8,053 | $368.2 萬 | 0.9% | −68−0.8% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 6,001 | $365.7 萬 | 0.9% | +11+0.2% | 加碼 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 135,877 | $354.4 萬 | 0.8% | −1,743−1.3% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 20,455 | $353.6 萬 | 0.8% | +21+0.1% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 7,085 | $353.3 萬 | 0.8% | +105+1.5% | 加碼 | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 69,551 | $353.2 萬 | 0.8% | +1,006+1.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,675 | $351.5 萬 | 0.8% | +310+3.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 27,686 | $350.9 萬 | 0.8% | +92+0.3% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 58,595 | $347.3 萬 | 0.8% | +246+0.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 25,105 | $329.3 萬 | 0.8% | +80.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 23,256 | $326.6 萬 | 0.8% | +526+2.3% | 加碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 53,811 | $325.5 萬 | 0.8% | +614+1.2% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 9,395 | $302.7 萬 | 0.7% | +9,395 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,794 | $293.6 萬 | 0.7% | −18−0.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 18,398 | $292.4 萬 | 0.7% | +14+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 10,248 | $289.2 萬 | 0.7% | +107+1.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 46,742 | $281.5 萬 | 0.7% | −78−0.2% | 減碼 | – |
| OWLBlue Owl Capital Inc. | COM CL A | 163,309 | $276.5 萬 | 0.7% | +2,986+1.9% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 32,758 | $273.4 萬 | 0.6% | +122+0.4% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 52,878 | $249.6 萬 | 0.6% | +1,471+2.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,977 | $242.2 萬 | 0.6% | +121+2.5% | 加碼 | 歷史 |
| WATWaters Corp | COM | 8,011 | $240.2 萬 | 0.6% | +94+1.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,133 | $239.5 萬 | 0.6% | +84+0.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 67,356 | $228.3 萬 | 0.5% | +5,051+8.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,231 | $219.8 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,616 | $193.7 萬 | 0.5% | −27−1.6% | 減碼 | 歷史 |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 35,428 | $191.3 萬 | 0.5% | +35,428 | 新進 | – |
| PSAPublic Storage | COM | 6,095 | $176.1 萬 | 0.4% | +55+0.9% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 74,614 | $172.5 萬 | 0.4% | +2,786+3.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,535 | $168.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 4,837 | $136.0 萬 | 0.3% | +283+6.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,416 | $135.3 萬 | 0.3% | −667−8.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 60,188 | $123.8 萬 | 0.3% | +6,875+12.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,479 | $108.6 萬 | 0.3% | −244−14.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 24,025 | $106.2 萬 | 0.3% | −230−0.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 58,438 | $98.8 萬 | 0.2% | +9,067+18.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 45,399 | $94.8 萬 | 0.2% | +6,613+17.0% | 加碼 | – |
| ETNEaton Corp plc | Stock | 2,289 | $85.7 萬 | 0.2% | −161−6.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 35,513 | $79.7 萬 | 0.2% | +33+0.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,099 | $76.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 13,590 | $73.5 萬 | 0.2% | +526+4.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,712 | $66.1 萬 | 0.2% | +851+45.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,971 | $62.4 萬 | 0.1% | +7,971 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,305 | $61.1 萬 | 0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 797 | $60.8 萬 | 0.1% | −41−4.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,361 | $60.5 萬 | 0.1% | +440+47.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,711 | $58.4 萬 | 0.1% | +341+24.9% | 加碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 32,358 | $57.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 6,802 | $57.2 萬 | 0.1% | +377+5.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,591 | $47.6 萬 | 0.1% | −552−17.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,863 | $46.5 萬 | 0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 1,734 | $45.2 萬 | 0.1% | +71+4.3% | 加碼 | 歷史 |
| iShares Tr46436E148 | IBONDS DEC 2033 | 17,435 | $43.0 萬 | 0.1% | −1,119−6.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 598 | $40.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 9,956 | $39.4 萬 | 0.1% | −423−4.1% | 減碼 | – |