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JMG Financial Group, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

JMG Financial Group, Ltd.

报告期 2026-03-31 · CIK 0001314404

持仓数

127

前50大市值合计

$3.57B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 67 项建仓 6增持 38减持 21清仓 2

方向

标的

Δ市值

现股数(环比)

增持

VTV Vanguard Value

+$15.5M

142,147 +278%

减持

VEA Vanguard MSCI EAFE ETF

-$15.2M

4,659,397 -0%

增持

VUG Vanguard Growth Vipers

+$14.0M

88,433 +149%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

SCHF Schwab International Equity ET

+$10.9M

1,294,319 +37%

增持

VO Vanguard Mid Cap Vipers

-$10.8M

1,470,636 +4%

增持

SCHM Schwab US Mid Cap ETF

+$9.4M

1,036,272 +20%

减持

SPY SPDR S&P 500 ETF Trust

-$9.3M

285,357 -2%

增持

SCHZ Schwab US Aggregate Bond ETF

+$8.2M

196,347 +501%

减持

IWR iShares Russell Midcap

-$7.3M

1,169,805 -2%

增持

VOO Vanguard S&P 500 ETF

+$7.0M

1,155,904 +7%

增持

VTI Vanguard Total Stock Market Vi

+$5.2M

199,372 +20%

增持

VOE Vanguard Mid Cap Value

+$5.1M

71,604 +92%

增持

VWO Vanguard MSCI Emerging Markets

-$4.0M

1,816,680 +2%

增持

— Vanguard Total International B

+$3.7M

156,774 +91%

增持

IJH iShares S&P Mid Cap 400 Index

+$3.2M

14,662 +431%

增持

SCHX Schwab US Large Cap ETF

+$2.8M

1,652,653 +118%

增持

VNQ Vanguard REIT Vipers

+$2.4M

229,815 +19%

增持

SCHE Schwab Emerging Markets

+$1.8M

836,957 +15%

建仓

VXUS Vanguard Total International S

+$1.7M

27,778

增持

VOT Vanguard Mid Cap Growth Index

+$1.5M

35,501 +42%

减持

VEU Vanguard FTSE All-World EX-US

-$1.4M

273,288 -2%

减持

IWF iShares Russell 1000 Growth

-$1.2M

38,496 -1%

减持

IVV iShares Trust S&P 500 Index

-$987.0K

40,232 -0%

减持

IWS iShares Russell Midcap Value

-$845.0K

142,847 -3%

减持

IWM iShares Russell 2000 Index

-$753.0K

39,388 -1%

减持

IWB iShares Russell 1000 Index Fun

-$679.0K

45,285 -0%

增持

SCHB Schwab US Broad Market ETF

-$449.0K

138,881 +100%

建仓

— SPDR S&P Oil & Gas Exploration

+$448.0K

3,333

增持

VTIP Vanguard ST Inflation Protecte

+$422.0K

221,025 +4%

增持

IWP iShares Russell Midcap Growth

-$411.0K

164,863 +12%

增持

SCHH Schwab US REIT ETF

-$311.0K

194,098 +99%

减持

DMXF iShares ESG Advanced MSCI EAFE

-$307.0K

5,575 -41%

清仓

VXF Vanguard Extended Market Viper

-$290.0K

0 -100%

清仓

IEI iShares Lehman 3-7 Year Treasu

-$261.0K

0 -100%

减持

AAPL Apple Inc

-$253.0K

1,406 -50%

减持

IWV iShares Russell 3000 Index

-$245.0K

12,154 -2%

建仓

— SPDR S&P Dividend ETF

+$233.0K

1,820

增持

VV Vanguard Large Cap

+$231.0K

201,769 +7%

建仓

FNDX Schwab Fundamental Large Cap I

+$224.0K

3,826

建仓

LMT Lockheed Martin Corp

+$221.0K

500

增持

VNQI Vanguard Global Ex US Real Est

-$215.0K

209,758 +2%

建仓

— Invesco DB Agriculture Fund

+$204.0K

9,323

减持

SCHP Schwab US Tips ETF

-$187.0K

83,972 -0%

减持

— SPDR S&P MidCap 400 ETF Trust

-$174.0K

5,831 -1%

减持

EEM iShares MSCI Emerging Markets

-$173.0K

27,377 -5%

增持

XLK Sector SPDR Technology Select

-$161.0K

12,228 +1%

增持

EFA iShares MSCI EAFE Index Fund

-$148.0K

47,334 +3%

增持

IWD iShares Russell 1000 Value Ind

+$96.0K

23,179 +4%

减持

AGG iShares Lehman Aggregate Bond

-$91.0K

11,163 -1%

增持

ESGD iShares ESG Aware MSCI EAFE ET

+$89.0K

6,775 +31%

增持

SCHA Schwab US Small Cap ETF

-$86.0K

7,187 +73%

增持

ESGE iShares ESG Aware MSCI ETF

+$85.0K

10,178 +40%

增持

HD Home Depot Inc

-$83.0K

902 +6%

减持

— Pimco 0-5 Year High Yield Corp

-$77.0K

26,428 -0%

增持

— iShares MSCI Minimum Volatilit

-$76.0K

26,715 +1%

减持

XLE SPDR Energy Select ETF

-$64.0K

3,905 -40%

减持

— NexPoint Residential Trust, In

-$60.0K

2,740 -25%

减持

— Exxon Mobil Corporation

+$57.0K

3,815 -9%

增持

VB Vanguard Small Cap

-$54.0K

17,653 +5%

增持

SCHG Schwab US Large Cap Growth ETF

-$39.0K

24,142 +114%

增持

VIG Vanguard Dividend Appreciation

-$39.0K

16,011 +4%

增持

MSFT Microsoft Corp

-$37.0K

1,537 +1%

增持

— Invesco QQQ Trust

+$31.0K

3,006 +13%

增持

IVW iShares Tr S&P 500/Barra Growt

+$20.0K

10,329 +12%

减持

IVE iShares Trust S&P 500/Barra Va

-$13.0K

1,930 -4%

增持

TXN Texas Instruments Inc

+$5.0K

2,267 +4%

增持

— Invesco S&P 500 Equal Weight E

-$1.0K

8,696 +3%