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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 66 项建仓 3增持 31减持 26清仓 6

方向

标的

Δ市值

现股数(环比)

增持

VBR Vanguard Small Cap Value

+$22.3M

164,609 +1804%

增持

VOO Vanguard S&P 500 ETF

-$21.5M

1,237,235 +0%

增持

VEA Vanguard MSCI EAFE ETF

-$17.1M

4,328,560

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。

+1%

减持

VO Vanguard Mid Cap Vipers

-$17.0M

1,137,454 -3%

增持

SCHF Schwab International Equity ET

+$11.0M

2,000,781 +39%

减持

SPY SPDR S&P 500 ETF Trust

-$10.0M

278,417 -4%

增持

VWO Vanguard MSCI Emerging Markets

-$9.0M

1,951,834 +1%

减持

IWR iShares Russell Midcap

-$5.2M

1,011,550 -4%

减持

SCHM Schwab US Mid Cap ETF

-$5.0M

892,841 -5%

减持

SCHZ Schwab US Aggregate Bond ETF

-$4.2M

271,874 -21%

增持

SCHX Schwab US Large Cap ETF

+$4.1M

2,561,420 +10%

减持

VNQ Vanguard REIT Vipers

-$2.8M

188,290 -4%

减持

VNQI Vanguard Global Ex US Real Est

-$2.3M

155,461 -17%

减持

— Vanguard Total International B

-$2.3M

44,605 -50%

建仓

HYS Pimco 0-5 Year High Yield Corp

+$2.3M

26,607

清仓

— Pimco 0-5 Year High Yield Corp

-$2.3M

0 -100%

减持

VEU Vanguard FTSE All-World EX-US

-$2.2M

248,988 -6%

减持

VTIP Vanguard ST Inflation Protecte

-$1.8M

193,402 -13%

减持

VTI Vanguard Total Stock Market Vi

-$1.7M

154,173 -1%

减持

SCHH Schwab US REIT ETF

-$1.5M

223,104 -17%

减持

IWF iShares Russell 1000 Growth

-$1.5M

32,957 -14%

减持

BND Vanguard Total Bond Market ETF

-$1.4M

10,057 -64%

建仓

AGG iShares Lehman Aggregate Bond

+$1.2M

12,720

减持

IWS iShares Russell Midcap Value

-$771.0K

92,031 -3%

建仓

— iShares Core MSCI EAFE ETF

+$631.0K

11,977

减持

VOT Vanguard Mid Cap Growth Index

-$568.0K

28,400 -8%

减持

VOE Vanguard Mid Cap Value

-$506.0K

53,345 -1%

减持

IWD iShares Russell 1000 Value Ind

-$381.0K

24,762 -4%

增持

SCHE Schwab Emerging Markets

+$374.0K

952,560 +15%

增持

IWB iShares Russell 1000 Index Fun

-$329.0K

47,078 +2%

增持

VUG Vanguard Growth Vipers

-$297.0K

35,069 +0%

增持

SCHB Schwab US Broad Market ETF

-$276.0K

136,901 +0%

清仓

IWN iShares Russell 2000 Value

-$257.0K

0 -100%

清仓

XLY SPDR Consumer Discret Select S

-$255.0K

0 -100%

增持

— IShares Core MSCI Emerging ETF

-$228.0K

40,830 +1%

清仓

LMT Lockheed Martin Corp

-$215.0K

0 -100%

清仓

IGSB iShares Short Term Corporate B

-$211.0K

0 -100%

清仓

— ProShares S&P MidCap 400 Divid

-$207.0K

0 -100%

增持

SCHP Schwab US Tips ETF

-$174.0K

88,480 +4%

增持

IWM iShares Russell 2000 Index

-$160.0K

38,815 +0%

增持

VV Vanguard Large Cap

-$156.0K

188,859 +5%

增持

IWP iShares Russell Midcap Growth

+$141.0K

130,357 +2%

增持

IVV iShares Trust S&P 500 Index

+$129.0K

42,468 +7%

减持

EEMV iShares MSCI Emerging Markets

-$119.0K

12,767 -8%

减持

IJH iShares S&P Mid Cap 400 Index

-$116.0K

1,438 -24%

减持

DVY iShares DJ Select Dividend Ind

-$111.0K

10,069 -0%

减持

DMXF iShares ESG Advanced MSCI EAFE

-$104.0K

12,432 -5%

增持

— Alphabet Inc Cl A

-$97.0K

7,260 +1900%

增持

SCHD Schwab US Dividend Equity ETF

-$66.0K

12,750 +0%

增持

EFA iShares MSCI EAFE Index Fund

+$53.0K

53,835 +14%

减持

— iShares MSCI EAFE Minimum Vola

-$49.0K

5,627 -4%

增持

VIG Vanguard Dividend Appreciation

+$49.0K

17,691 +8%

增持

SCHV Schwab US Large Cap Value ETF

-$48.0K

13,895 +1%

增持

ESGD iShares ESG Aware MSCI EAFE ET

+$48.0K

9,644 +23%

减持

TIP iShares Barclays US Treasury I

-$37.0K

3,765 -1%

减持

BRK/B Berkshire Hathaway Cl B

-$36.0K

5,046 -0%

增持

GSLC Goldman Sachs Active Beta ETF

-$35.0K

9,073 +0%

增持

AAPL Apple Inc

+$35.0K

4,730 +4%

增持

VB Vanguard Small Cap

-$33.0K

16,398 +2%

增持

SCHG Schwab US Large Cap Growth ETF

-$28.0K

43,832 +3%

减持

HD Home Depot Inc

-$26.0K

945 -10%

增持

ESGE iShares ESG Aware MSCI ETF

+$26.0K

27,966 +21%

增持

DFAC Dimensional US Core Equity 2 E

-$17.0K

16,836 +0%

增持

ESGU iShares ESG Aware MSCI USA ETF

-$1.0K

9,493 +5%

增持

VTV Vanguard Value

+$1.0K

41,246 +7%

增持

MSFT Microsoft Corp

-$1.0K

2,183 +10%