小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 89 项
建仓 13
增持 38
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
DFSV
Dimensional US Small Cap Value
+$92.6M
3,736,621
增持
VEA
Vanguard MSCI EAFE ETF
+$49.8M
4,937,461
+14%
减持
VOO
Vanguard S&P 500 ETF
+$28.4M
1,236,875
-0%
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
SCHX
Schwab US Large Cap ETF
+$19.7M
2,839,728
+11%
减持
VO
Vanguard Mid Cap Vipers
+$16.3M
1,129,271
-1%
增持
SCHM
Schwab US Mid Cap ETF
+$12.5M
1,014,964
+14%
增持
VWO
Vanguard MSCI Emerging Markets
+$9.2M
2,063,220
+6%
增持
SPY
SPDR S&P 500 ETF Trust
+$8.2M
281,444
+1%
建仓
DFIC
DFA International Core Equity
+$8.0M
356,168
减持
VTIP
Vanguard ST Inflation Protecte
-$5.8M
74,539
-61%
增持
VBR
Vanguard Small Cap Value
+$5.3M
182,130
+11%
建仓
DFEM
Dimensional Emerging Markets C
+$4.9M
217,514
增持
VNQ
Vanguard REIT Vipers
+$4.4M
235,902
+25%
减持
SCHF
Schwab International Equity ET
+$3.8M
1,865,911
-7%
增持
VNQI
Vanguard Global Ex US Real Est
+$3.1M
218,320
+40%
增持
VV
Vanguard Large Cap
+$3.0M
194,416
+3%
减持
IWR
iShares Russell Midcap
+$2.3M
966,195
-4%
增持
ESGE
iShares ESG Aware MSCI ETF
+$2.0M
92,368
+230%
增持
SCHE
Schwab Emerging Markets
+$1.7M
972,094
+2%
减持
VTI
Vanguard Total Stock Market Vi
+$1.6M
152,880
-1%
减持
SCHP
Schwab US Tips ETF
-$1.5M
59,513
-33%
增持
VOE
Vanguard Mid Cap Value
+$1.3M
57,968
+9%
增持
VTV
Vanguard Value
+$1.1M
44,458
+8%
增持
IVV
iShares Trust S&P 500 Index
+$1.1M
42,558
+0%
减持
VEU
Vanguard FTSE All-World EX-US
+$972.0K
239,678
-4%
增持
IVW
iShares Tr S&P 500/Barra Growt
+$847.0K
23,092
+165%
减持
IWS
iShares Russell Midcap Value
+$789.0K
91,408
-1%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$783.0K
287,008
+6%
增持
SCHV
Schwab US Large Cap Value ETF
+$777.0K
24,090
+73%
减持
VUG
Vanguard Growth Vipers
-$753.0K
31,675
-10%
增持
SCHH
Schwab US REIT ETF
+$661.0K
250,460
+12%
清仓
SHY
iShares Barclays 1-3 Year Trea
-$656.0K
0
-100%
减持
IWP
iShares Russell Midcap Growth
+$641.0K
129,970
-0%
增持
IWD
iShares Russell 1000 Value Ind
+$635.0K
26,392
+7%
增持
VB
Vanguard Small Cap
+$481.0K
17,895
+9%
建仓
DFAS
Dimensional US Small Cap ETF
+$446.0K
8,710
建仓
—
VanEck Vectors Oils Services E
+$399.0K
1,314
减持
BND
Vanguard Total Bond Market ETF
-$334.0K
5,328
-47%
减持
GSLC
Goldman Sachs Active Beta ETF
-$303.0K
4,475
-51%
建仓
XLE
SPDR Energy Select ETF
+$296.0K
3,387
建仓
SCZ
iShares MSCI EAFE Small Cap In
+$291.0K
5,161
减持
VIG
Vanguard Dividend Appreciation
+$279.0K
17,582
-1%
增持
VOT
Vanguard Mid Cap Growth Index
+$271.0K
28,450
+0%
建仓
IEI
iShares Lehman 3-7 Year Treasu
+$271.0K
2,362
建仓
—
SPDR S&P Oil & Gas Exploration
+$268.0K
1,973
减持
—
Vanguard Total International B
-$251.0K
39,585
-11%
建仓
LMT
Lockheed Martin Corp
+$247.0K
507
增持
—
iShares Core MSCI EAFE ETF
+$239.0K
14,116
+18%
增持
IWF
iShares Russell 1000 Growth
+$236.0K
33,467
+2%
建仓
MRK
Merck & Co Inc
+$234.0K
2,105
减持
IWB
iShares Russell 1000 Index Fun
+$232.0K
45,230
-4%
建仓
—
JP Morgan Chase & Co
+$226.0K
1,688
减持
EEM
iShares MSCI Emerging Markets
-$224.0K
21,615
-28%
增持
ESGD
iShares ESG Aware MSCI EAFE ET
+$214.0K
11,484
+19%
建仓
SCHA
Schwab US Small Cap ETF
+$209.0K
5,148
增持
TIP
iShares Barclays US Treasury I
+$202.0K
5,611
+49%
增持
ESGU
iShares ESG Aware MSCI USA ETF
+$188.0K
11,115
+17%
增持
—
IShares Core MSCI Emerging ETF
+$184.0K
41,518
+2%
增持
—
Exxon Mobil Corporation
+$175.0K
4,652
+20%
增持
IJR
iShares Trust S&P SmallCap 600
+$164.0K
15,467
+4%
减持
AGG
iShares Core US Aggregate Bond
-$157.0K
11,014
-13%
增持
SCHD
Schwab US Dividend Equity ETF
+$155.0K
13,258
+4%
减持
—
iShares MSCI Minimum Volatilit
+$149.0K
26,457
-1%
增持
—
SPDR Gold Shares
+$144.0K
3,052
+26%
清仓
—
Custom Truck One Source Inc
-$138.0K
0
-100%
增持
DMXF
iShares ESG Advanced MSCI EAFE
+$134.0K
13,146
+6%
减持
—
Alphabet Inc Cl A
-$133.0K
6,360
-12%
减持
SCHB
Schwab US Broad Market ETF
+$132.0K
131,221
-4%
减持
XLK
Sector SPDR Technology Select
-$129.0K
12,228
-12%
减持
IWM
iShares Russell 2000 Index
+$128.0K
37,445
-4%
减持
IWV
iShares Russell 3000 Index
-$115.0K
11,309
-10%
减持
EFA
iShares MSCI EAFE Index Fund
+$110.0K
47,601
-12%
减持
—
SPDR S&P MidCap 400 ETF Trust
+$85.0K
4,768
-5%
增持
—
SPDR S&P Dividend ETF
+$77.0K
2,241
+23%
减持
SCHR
Schwab Intermediate Term US Tr
-$72.0K
6,246
-19%
增持
PG
Procter & Gamble Co
+$70.0K
2,480
+2%
减持
IVE
iShares Trust S&P 500/Barra Va
-$64.0K
1,793
-29%
增持
USXF
iShares ESG Advanced MSCI USA
+$58.0K
19,221
+1%
增持
JNJ
Johnson & Johnson
+$58.0K
3,880
+1%
减持
—
MasterCard Inc
-$51.0K
1,336
-26%
增持
HD
Home Depot Inc
+$49.0K
981
+4%
减持
SCHG
Schwab US Large Cap Growth ETF
-$49.0K
43,148
-2%
增持
—
Invesco QQQ Trust
+$44.0K
2,618
+7%
减持
—
Invesco S&P 500 Equal Weight E
+$37.0K
5,843
-6%
减持
MSFT
Microsoft Corp
-$32.0K
1,983
-9%
减持
—
Vanguard Health Care Vipers
+$28.0K
2,241
-5%
减持
BRK/B
Berkshire Hathaway Cl B
-$28.0K
4,271
-15%
减持
HYS
Pimco 0-5 Year High Yield Corp
+$24.0K
26,304
-1%
减持
EEMV
iShares MSCI Emerging Markets
+$4.0K
12,275
-4%
