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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 86 项建仓 5增持 46减持 34清仓 1

方向

标的

Δ市值

现股数(环比)

增持

VOO Vanguard S&P 500 ETF

+$50.3M

1,294,666 +2%

增持

VO Vanguard Mid Cap Vipers

+$20.8M

1,188,302 +4%

增持

DFGR Dimensional Global Real Estate

+$10.7M

917,262

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。

+93%

增持

SPY SPDR S&P 500 ETF Trust

+$10.4M

281,252 +1%

减持

SCHX Schwab US Large Cap ETF

+$10.2M

2,879,274 -1%

增持

VEA Vanguard MSCI EAFE ETF

+$9.6M

5,100,480 +2%

增持

VBR Vanguard Small Cap Value

+$7.0M

179,859 +26%

增持

DFSV Dimensional US Small Cap Value

+$6.8M

4,405,977 +3%

增持

DFIC DFA International Core Equity

+$6.7M

937,247 +40%

增持

VWO Vanguard MSCI Emerging Markets

+$3.6M

2,202,246 +3%

增持

DFEM Dimensional Emerging Markets C

+$3.2M

448,520 +40%

增持

VTI Vanguard Total Stock Market Vi

+$2.7M

148,229 +1%

减持

VV Vanguard Large Cap

+$2.4M

181,534 -2%

减持

IWR iShares Russell Midcap

+$2.2M

947,758 -1%

增持

SCHG Schwab US Large Cap Growth ETF

+$2.1M

66,166 +48%

减持

SCHZ Schwab US Aggregate Bond ETF

-$1.6M

239,355 -11%

增持

VUG Vanguard Growth Vipers

+$1.5M

32,503 +5%

减持

ESGE iShares ESG Aware MSCI ETF

-$1.4M

45,508 -50%

增持

— Invesco QQQ Trust

+$1.4M

5,604 +151%

减持

IVV iShares Trust S&P 500 Index

+$1.2M

41,829 -2%

增持

IWP iShares Russell Midcap Growth

+$1.0M

133,533 +2%

增持

VTV Vanguard Value

+$881.0K

50,766 +11%

减持

IWF iShares Russell 1000 Growth

+$738.0K

32,757 -3%

减持

IWB iShares Russell 1000 Index Fun

+$700.0K

43,485 -1%

减持

SCHM Schwab US Mid Cap ETF

+$665.0K

966,106 -4%

增持

VNQ Vanguard REIT Vipers

+$662.0K

237,731 +3%

减持

SCHF Schwab International Equity ET

+$575.0K

1,858,246 -2%

减持

SCHH Schwab US REIT ETF

-$500.0K

225,415 -10%

增持

VOT Vanguard Mid Cap Growth Index

+$451.0K

28,293 +3%

增持

IWD iShares Russell 1000 Value Ind

+$443.0K

28,688 +7%

减持

SCHB Schwab US Broad Market ETF

+$403.0K

119,583 -1%

增持

SCHE Schwab Emerging Markets

+$398.0K

989,830 +1%

建仓

SCHO Schwab Short Term Treasury ETF

+$368.0K

7,655

清仓

RGLD Royal Gold Inc

-$311.0K

0 -100%

增持

ESGU iShares ESG Aware MSCI USA ETF

+$305.0K

13,445 +21%

增持

VOE Vanguard Mid Cap Value

+$305.0K

58,398 +1%

增持

DFAS Dimensional US Small Cap ETF

+$290.0K

21,371 +28%

减持

IWM iShares Russell 2000 Index

+$285.0K

35,756 -1%

增持

IVW iShares Tr S&P 500/Barra Growt

+$284.0K

39,278 +1%

增持

SCHR Schwab Intermediate Term US Tr

+$271.0K

12,158 +87%

减持

XLK Sector SPDR Technology Select

+$257.0K

12,101 -1%

建仓

BSCQ Invesco BulletShares 2026 Corp

+$247.0K

13,028

建仓

VT Vanguard Total World Stock Ind

+$246.0K

2,536

增持

IVE iShares Trust S&P 500/Barra Va

+$236.0K

6,429 +22%

减持

MSFT Microsoft Corp

+$233.0K

5,074 -2%

增持

IUSG iShares Core US Growth ETF

+$231.0K

25,668 +0%

增持

VB Vanguard Small Cap

+$229.0K

18,222 +2%

增持

IWO iShares Russell 2000 Growth

+$209.0K

6,072 +9%

建仓

AMZN Amazon Communications

+$206.0K

1,580

减持

HYS Pimco 0-5 Year High Yield Corp

-$205.0K

19,479 -10%

建仓

VXUS Vanguard Total International S

+$203.0K

3,616

增持

SCHV Schwab US Large Cap Value ETF

+$185.0K

25,648 +10%

减持

IWS iShares Russell Midcap Value

+$184.0K

89,428 -1%

减持

VTIP Vanguard ST Inflation Protecte

-$181.0K

72,934 -4%

增持

IEI iShares Lehman 3-7 Year Treasu

+$168.0K

3,871 +64%

增持

IJJ iShares S&P Mid Cap 400 Value

+$149.0K

5,202 +31%

增持

DMXF iShares ESG Advanced MSCI EAFE

+$139.0K

12,394 +20%

减持

— Exxon Mobil Corporation

-$95.0K

3,815 -17%

减持

— Alphabet Inc Cl A

+$87.0K

6,240 -2%

增持

AGG iShares Core US Aggregate Bond

+$82.0K

12,065 +9%

增持

EFA iShares MSCI EAFE Index Fund

+$81.0K

47,017 +1%

减持

— SPDR S&P MidCap 400 ETF Trust

+$80.0K

4,685 -1%

减持

VEU Vanguard FTSE All-World EX-US

-$77.0K

232,720 -2%

减持

VIG Vanguard Dividend Appreciation

+$74.0K

17,121 -3%

增持

USXF iShares ESG Advanced MSCI USA

+$69.0K

11,606 +10%

减持

BRK/B Berkshire Hathaway Cl B

+$63.0K

3,871 -5%

增持

SCHP Schwab US Tips ETF

-$59.0K

50,263 +0%

增持

DVY iShares DJ Select Dividend Ind

+$46.0K

10,750 +8%

增持

VNQI Vanguard Global Ex US Real Est

+$35.0K

193,314 +1%

增持

— SPDR Gold Shares

+$34.0K

3,324 +9%

增持

— iShares Core MSCI Total Intl S

+$32.0K

11,788 +3%

增持

— Vanguard Total International B

+$32.0K

39,798 +2%

减持

— Vanguard Health Care Vipers

-$30.0K

828 -15%

减持

— iShares MSCI EAFE Minimum Vola

-$29.0K

5,217 -7%

增持

IJH iShares S&P Mid Cap 400 Index

+$24.0K

1,470 +2%

减持

— MasterCard Inc

+$24.0K

1,296 -3%

增持

BND Vanguard Total Bond Market ETF

+$22.0K

5,738 +7%

减持

TXN Texas Instruments Inc

-$22.0K

2,180 -2%

减持

EEM iShares MSCI Emerging Markets

-$13.0K

21,190 -2%

减持

HD Home Depot Inc

-$11.0K

893 -9%

增持

SCHD Schwab US Dividend Equity ETF

-$8.0K

14,244 +0%

增持

XLE SPDR Energy Select ETF

-$5.0K

4,503 +1%

减持

— IShares Core MSCI Emerging ETF

+$4.0K

41,178 -1%

减持

SCHA Schwab US Small Cap ETF

+$4.0K

5,022 -2%

减持

GSLC Goldman Sachs Active Beta ETF

+$2.0K

3,812 -6%

减持

— JP Morgan Chase & Co

+$0

1,450 -11%