13FBOX
JGP Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

JGP Wealth Management, LLC

No.2584 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.15亿
环比变动 Q1 2026
+$1.53亿+15.9%
持仓股票数
231
新买入
18
加仓
117
减仓
70
清仓
10
持股不变
26
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
14.39%12.81%$1.60亿21.4万股$1.23亿18.9万股+2.6万股+13.55%加仓
科磊KLAC
9.39%5.83%$1.05亿34.7万股$5,608.3万3.8万股+30.9万股+810.46%加仓
苹果AAPL
6.04%6.1%$6,736.8万23.3万股$5,868.1万23.1万股+1,600股+0.69%加仓
IiShares安硕信托DGRO
5.12%5.31%$5,704.3万75.3万股$5,103.7万72.7万股+2.5万股+3.50%加仓
IiShares安硕信托ITOT
4.52%4.41%$5,036.6万30.7万股$4,236.0万29.7万股+9,194股+3.09%加仓
微软MSFT
2.92%3.27%$3,256.8万8.7万股$3,140.3万8.5万股+2,475股+2.92%加仓
ANALOG DEVICES COMADI
2.69%2.48%$2,997.0万7.5万股$2,387.9万7.5万股+401股+0.53%加仓
摩根大通JPM
2.39%2.46%$2,662.2万8.1万股$2,366.2万8.0万股+893股+1.11%加仓
PPNC FINL SVCS COMVXF
1.87%1.83%$2,082.2万8.5万股$1,755.1万8.4万股+225股+0.27%加仓
固安捷GWW
1.73%1.6%$1,931.1万1.4万股$1,541.8万1.4万股+61股+0.43%加仓
CCOMFORT SYS USAFIX
1.69%1.36%$1,883.2万9,502股$1,310.5万9,504股-2股-0.02%减仓
AMGEN COMAMGN
1.41%1.55%$1,566.8万4.3万股$1,488.1万4.2万股+975股+2.31%加仓
雷神技术RTX
1.4%1.59%$1,556.8万8.2万股$1,526.2万7.9万股+2,933股+3.71%加仓
沃尔玛WMT
1.34%1.66%$1,491.1万13.2万股$1,591.4万12.8万股+3,605股+2.82%加仓
ADPADP
1.33%1.4%$1,487.4万6.6万股$1,349.5万6.6万股00.00%持仓不变
DDimensional维度·U.S. SMALL CAP ETFDFAS
1.3%1.27%$1,445.1万17.6万股$1,219.9万17.2万股+4,002股+2.33%加仓
DDimensional维度ETF信托DFEM
1.28%1.24%$1,425.6万35.1万股$1,193.4万34.5万股+5,369股+1.55%加仓
IiShares安硕信托DVY
1.28%1.45%$1,421.8万9.1万股$1,398.7万9.2万股-1,412股-1.53%减仓
奎斯特诊断DGX
1.27%1.38%$1,419.7万6.7万股$1,324.1万6.8万股-580股-0.86%减仓
WILLIAMS SONOMAWSM
1.23%0.86%$1,371.7万5.9万股$825.3万4.5万股+1.4万股+30.00%加仓
L3哈里斯LHX
1.15%1.53%$1,284.3万4.4万股$1,472.7万4.3万股+1,526股+3.58%加仓
N新纪元能源NEE
1.13%1.38%$1,261.1万14.4万股$1,329.5万14.3万股+541股+0.38%加仓
LOWES COS COMLOW
1.01%1.24%$1,130.3万5.1万股$1,190.8万5.0万股+865股+1.72%加仓
空气化工APD
1.01%1.16%$1,124.2万3.8万股$1,111.2万3.8万股+91股+0.24%加仓
英伟达NVDA
1%1.04%$1,118.4万5.6万股$1,001.7万5.7万股-1,540股-2.68%减仓
IiShares安硕信托IDEV
0.98%1%$1,094.3万12.3万股$963.7万11.5万股+7,629股+6.62%加仓
ILLINOIS TOOLITW
0.96%1.07%$1,073.4万4.0万股$1,024.2万3.9万股+338股+0.86%加仓
AFLAC COMAFL
0.86%0.92%$954.1万8.1万股$886.0万8.1万股+616股+0.76%加仓
强生JNJ
0.74%0.83%$821.7万3.2万股$797.2万3.3万股-257股-0.79%减仓
TTEXAS PACIFIC LAND CORPORATITPL
0.72%0.9%$802.1万1.8万股$869.4万1.8万股+7股+0.04%加仓
MMATTHEWS ASIA FDSMEM
0.68%0.64%$755.2万16.7万股$611.7万16.5万股+2,167股+1.32%加仓
PAYCHEX COMPAYX
0.68%0.71%$754.3万7.7万股$678.8万7.4万股+3,019股+4.10%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
0.65%0.74%$724.1万15.0万股$713.2万14.7万股+2,887股+1.96%加仓
IiShares安硕信托AGG
0.64%0.55%$710.2万7.2万股$525.2万5.3万股+1.9万股+35.62%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.61%0.88%$676.8万5.5万股$847.8万5.4万股+1,068股+1.98%加仓
SERVICE INTLSCI
0.6%0.75%$668.6万8.8万股$724.1万8.8万股+256股+0.29%加仓
I景顺·NASDAQ 100 ETFQQQM
0.6%0.48%$665.8万2.2万股$461.5万1.9万股+2,551股+13.13%加仓
宝洁PG
0.58%0.66%$642.4万4.4万股$633.6万4.4万股-59股-0.13%减仓
TRACTOR SUPPLY COMTSCO
0.56%1.23%$628.7万19.9万股$1,185.7万26.2万股-6.3万股-24.01%减仓
亚马逊AMZN
0.5%0.49%$553.1万2.3万股$475.3万2.3万股+385股+1.69%加仓
雅培ABT
0.5%0.9%$553.1万6.1万股$868.5万8.5万股-2.4万股-27.94%减仓
耐克NKE
0.47%0.72%$523.1万12.7万股$687.7万13.0万股-2,767股-2.13%减仓
LENNARLEN
0.45%0.55%$506.4万5.6万股$528.0万6.1万股-4,840股-7.96%减仓
谷歌AGOOGL
0.45%0.41%$499.8万1.4万股$396.3万1.4万股+205股+1.49%加仓
百事可乐PEP
0.44%0.6%$485.4万3.6万股$576.6万3.7万股-1,279股-3.44%减仓
IiShares安硕IEMG
0.42%0.38%$463.2万5.6万股$364.7万5.2万股+3,623股+6.93%加仓
家得宝HD
0.39%0.42%$439.5万1.2万股$408.6万1.2万股+39股+0.31%加仓
艾伯维ABBV
0.39%0.39%$431.4万1.7万股$379.0万1.7万股-282股-1.62%减仓
PPG工业PPG
0.37%0.38%$411.6万3.4万股$362.6万3.4万股+10股+0.03%加仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.37%0.41%$407.3万8.0万股$397.8万8.0万股+991股+1.25%加仓

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