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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 83 项建仓 5增持 33减持 45

方向

标的

Δ市值

现股数(环比)

增持

VOO Vanguard S&P 500 ETF

+$42.4M

1,268,241 +3%

增持

VEA Vanguard MSCI EAFE ETF

+$18.7M

5,001,374 +1%

增持

DFSV Dimensional US Small Cap Value

+$13.9M

4,269,488 +14%

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

+$12.4M

2,907,036 +2%

建仓

DFGR Dimensional Global Real Estate

+$11.7M

475,197

增持

VO Vanguard Mid Cap Vipers

+$10.7M

1,141,722 +1%

增持

DFIC DFA International Core Equity

+$8.1M

668,664 +88%

减持

SPY SPDR S&P 500 ETF Trust

+$6.7M

279,204 -1%

减持

VBR Vanguard Small Cap Value

-$6.2M

143,151 -21%

增持

VWO Vanguard MSCI Emerging Markets

+$5.6M

2,128,997 +3%

增持

SCHF Schwab International Equity ET

+$5.6M

1,887,093 +1%

增持

DFEM Dimensional Emerging Markets C

+$2.7M

321,461 +48%

减持

IWR iShares Russell Midcap

+$1.8M

957,959 -1%

减持

SCHM Schwab US Mid Cap ETF

+$1.4M

1,001,573 -1%

减持

VNQI Vanguard Global Ex US Real Est

-$1.3M

190,622 -13%

建仓

IWO iShares Russell 2000 Growth

+$1.3M

5,571

减持

IVV iShares Trust S&P 500 Index

+$1.1M

42,535 -0%

增持

IVW iShares Tr S&P 500/Barra Growt

+$1.1M

38,878 +68%

增持

IWF iShares Russell 1000 Growth

+$1.1M

33,872 +1%

增持

MSFT Microsoft Corp

+$1.0M

5,186 +162%

增持

IWP iShares Russell Midcap Growth

+$1.0M

130,485 +0%

减持

VUG Vanguard Growth Vipers

+$990.0K

31,031 -2%

增持

SCHE Schwab Emerging Markets

+$973.0K

978,038 +1%

建仓

EFG iShares MSCI EAFE Growth Index

+$833.0K

8,892

减持

VTI Vanguard Total Stock Market Vi

+$756.0K

146,915 -4%

增持

SCZ iShares MSCI EAFE Small Cap In

+$734.0K

17,224 +234%

减持

VEU Vanguard FTSE All-World EX-US

+$722.0K

238,240 -1%

减持

VV Vanguard Large Cap

+$575.0K

184,370 -5%

增持

IVE iShares Trust S&P 500/Barra Va

+$540.0K

5,269 +194%

增持

SCHG Schwab US Large Cap Growth ETF

+$510.0K

44,603 +3%

减持

SCHZ Schwab US Aggregate Bond ETF

-$481.0K

269,038 -6%

增持

DFAS Dimensional US Small Cap ETF

+$435.0K

16,719 +92%

减持

SCHP Schwab US Tips ETF

-$388.0K

50,255 -16%

减持

IWB iShares Russell 1000 Index Fun

+$377.0K

43,950 -3%

减持

HYS Pimco 0-5 Year High Yield Corp

-$367.0K

21,698 -18%

建仓

IYE iShares Dow Jones US Energy Se

+$337.0K

7,696

减持

— Vanguard Health Care Vipers

-$323.0K

978 -56%

建仓

DFAR Dimensional US Real Estate ETF

+$308.0K

14,344

减持

VOT Vanguard Mid Cap Growth Index

+$257.0K

27,562 -3%

减持

VNQ Vanguard REIT Vipers

-$254.0K

231,251 -2%

减持

USXF iShares ESG Advanced MSCI USA

-$241.0K

10,524 -45%

增持

IUSG iShares Core US Growth ETF

+$237.0K

25,625 +3%

减持

EFA iShares MSCI EAFE Index Fund

+$203.0K

46,536 -2%

减持

TIP iShares Barclays US Treasury I

-$195.0K

3,648 -35%

增持

VTIP Vanguard ST Inflation Protecte

+$158.0K

76,121 +2%

减持

IWV iShares Russell 3000 Index

+$138.0K

11,188 -1%

减持

IWM iShares Russell 2000 Index

-$118.0K

35,936 -4%

增持

VB Vanguard Small Cap

+$111.0K

17,909 +0%

减持

JNJ Johnson & Johnson

-$109.0K

3,718 -4%

增持

— iShares MSCI Minimum Volatilit

+$105.0K

27,680 +5%

减持

SCHB Schwab US Broad Market ETF

-$101.0K

120,779 -8%

减持

DMXF iShares ESG Advanced MSCI EAFE

-$97.0K

10,330 -21%

增持

VTV Vanguard Value

+$92.0K

45,855 +3%

增持

— iShares Core MSCI EAFE ETF

+$91.0K

14,371 +2%

增持

IWD iShares Russell 1000 Value Ind

+$83.0K

26,829 +2%

增持

IJR iShares Trust S&P SmallCap 600

+$83.0K

15,994 +3%

减持

ESGE iShares ESG Aware MSCI ETF

+$76.0K

90,661 -2%

增持

XLE SPDR Energy Select ETF

+$74.0K

4,462 +32%

增持

SCHH Schwab US REIT ETF

+$71.0K

251,370 +0%

增持

VOE Vanguard Mid Cap Value

-$64.0K

57,998 +0%

减持

BRK/B Berkshire Hathaway Cl B

-$62.0K

4,071 -5%

减持

SCHV Schwab US Large Cap Value ETF

-$54.0K

23,421 -3%

减持

— SPDR S&P MidCap 400 ETF Trust

+$53.0K

4,720 -1%

减持

ESGD iShares ESG Aware MSCI EAFE ET

+$45.0K

11,129 -3%

减持

DVY iShares DJ Select Dividend Ind

-$42.0K

10,000 -1%

增持

SCHD Schwab US Dividend Equity ETF

+$40.0K

14,243 +7%

减持

TXN Texas Instruments Inc

+$39.0K

2,224 -2%

减持

VIG Vanguard Dividend Appreciation

+$37.0K

17,579 -0%

减持

— Vanguard Total International B

+$35.0K

39,106 -1%

减持

EEM iShares MSCI Emerging Markets

+$32.0K

21,575 -0%

增持

AGG iShares Core US Aggregate Bond

+$32.0K

11,044 +0%

减持

PG Procter & Gamble Co

-$31.0K

2,320 -6%

减持

HD Home Depot Inc

-$22.0K

977 -0%

增持

SCHR Schwab Intermediate Term US Tr

+$21.0K

6,506 +4%

减持

MRK Merck & Co Inc

-$18.0K

2,033 -3%

减持

— Invesco QQQ Trust

+$18.0K

2,229 -15%

减持

— JP Morgan Chase & Co

-$15.0K

1,622 -4%

增持

BND Vanguard Total Bond Market ETF

+$12.0K

5,355 +1%

减持

LMT Lockheed Martin Corp

-$11.0K

500 -1%

减持

IWS iShares Russell Midcap Value

+$10.0K

90,765 -1%

减持

GSLC Goldman Sachs Active Beta ETF

-$10.0K

4,075 -9%

减持

— Exxon Mobil Corporation

-$9.0K

4,599 -1%

减持

— Invesco S&P 500 Equal Weight E

-$6.0K

5,661 -3%