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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 86 项建仓 4增持 43减持 33清仓 6

方向

标的

Δ市值

现股数(环比)

减持

VOO Vanguard S&P 500 ETF

-$23.3M

1,283,508 -1%

减持

VO Vanguard Mid Cap Vipers

-$15.1M

1,183,719 -0%

增持

DFGR Dimensional Global Real Estate

+$15.0M

1,666,753

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。

+82%

增持

VEA Vanguard MSCI EAFE ETF

-$10.0M

5,159,307 +1%

增持

DFIC DFA International Core Equity

+$8.0M

1,317,404 +41%

减持

SCHX Schwab US Large Cap ETF

-$6.9M

2,844,087 -1%

减持

IWR iShares Russell Midcap

-$4.8M

930,742 -2%

减持

SCHM Schwab US Mid Cap ETF

-$4.4M

949,266 -2%

增持

SPY SPDR S&P 500 ETF Trust

-$4.1M

282,108 +0%

增持

DFSV Dimensional US Small Cap Value

+$4.0M

4,625,156 +5%

减持

VNQ Vanguard REIT Vipers

-$3.7M

214,189 -10%

增持

DFEM Dimensional Emerging Markets C

+$3.0M

592,045 +32%

减持

SCHH Schwab US REIT ETF

-$2.0M

136,268 -40%

减持

VTI Vanguard Total Stock Market Vi

-$2.0M

144,430 -3%

减持

VV Vanguard Large Cap

-$1.9M

178,592 -2%

减持

SCHZ Schwab US Aggregate Bond ETF

-$1.3M

221,099 -8%

减持

SCHE Schwab Emerging Markets

-$1.2M

968,205 -2%

增持

VWO Vanguard MSCI Emerging Markets

-$1.1M

2,257,966 +3%

建仓

— Dimensional International Valu

+$1.0M

31,329

减持

VEU Vanguard FTSE All-World EX-US

-$865.2K

227,431 -2%

清仓

EFG iShares MSCI EAFE Growth Index

-$848.0K

0 -100%

减持

IWP iShares Russell Midcap Growth

-$784.4K

132,662 -1%

减持

SCHP Schwab US Tips ETF

-$756.4K

37,207 -26%

减持

SCZ iShares MSCI EAFE Small Cap In

-$724.6K

5,161 -70%

增持

USXF iShares ESG Advanced MSCI USA

+$674.5K

31,491 +171%

增持

IVV iShares Trust S&P 500 Index

-$661.6K

41,873 +0%

增持

SCHF Schwab International Equity ET

-$623.7K

1,932,340 +4%

减持

IWB iShares Russell 1000 Index Fun

-$566.9K

42,706 -2%

减持

IVW iShares Tr S&P 500/Barra Growt

-$564.5K

32,205 -18%

减持

IWS iShares Russell Midcap Value

-$552.7K

88,847 -1%

减持

IWM iShares Russell 2000 Index

-$537.0K

34,848 -3%

减持

IVE iShares Trust S&P 500/Barra Va

-$481.1K

3,607 -44%

清仓

DFAC Dimensional US Core Equity 2 E

-$457.0K

0 -100%

减持

IWF iShares Russell 1000 Growth

-$397.8K

32,393 -1%

减持

VTIP Vanguard ST Inflation Protecte

-$389.7K

64,917 -11%

减持

SCHB Schwab US Broad Market ETF

-$387.3K

116,242 -3%

增持

IJR iShares Trust S&P SmallCap 600

+$351.0K

20,619 +29%

清仓

IYE iShares Dow Jones US Energy Se

-$330.0K

0 -100%

减持

VNQI Vanguard Global Ex US Real Est

-$275.9K

192,477 -0%

增持

VTV Vanguard Value

+$272.0K

54,274 +7%

建仓

RGLD Royal Gold Inc

+$253.2K

2,381

建仓

VBK Vanguard Small Cap Growth

+$232.8K

1,087

建仓

IUSV iShares Core S&P US Value ETF

+$209.3K

2,805

清仓

— Vanguard Health Care Vipers

-$203.0K

0 -100%

清仓

VXUS Vanguard Total International S

-$203.0K

0 -100%

增持

— Invesco QQQ Trust

+$202.1K

6,342 +13%

增持

ESGD iShares ESG Aware MSCI EAFE ET

+$202.1K

14,669 +32%

增持

— SPDR S&P MidCap 400 ETF Trust

+$195.0K

5,341 +14%

增持

VB Vanguard Small Cap

-$173.3K

18,251 +0%

减持

EFA iShares MSCI EAFE Index Fund

-$171.0K

46,982 -0%

增持

IWD iShares Russell 1000 Value Ind

-$168.1K

28,718 +0%

增持

VOT Vanguard Mid Cap Growth Index

-$166.9K

29,035 +3%

增持

DFAS Dimensional US Small Cap ETF

+$163.7K

25,427 +19%

减持

HYS Pimco 0-5 Year High Yield Corp

-$157.3K

17,926 -8%

增持

AGG iShares Core US Aggregate Bond

+$145.5K

14,116 +17%

减持

TIP iShares Barclays US Treasury I

-$142.2K

2,418 -34%

减持

ESGU iShares ESG Aware MSCI USA ETF

-$129.6K

12,570 -7%

增持

VBR Vanguard Small Cap Value

-$129.3K

185,715 +3%

增持

VT Vanguard Total World Stock Ind

+$119.3K

3,921 +55%

增持

VUG Vanguard Growth Vipers

-$111.9K

33,363 +3%

清仓

JRS Nuveen Real Estate Income Fund

-$104.0K

0 -100%

增持

SCHG Schwab US Large Cap Growth ETF

-$100.1K

66,816 +1%

增持

— SPDR S&P Oil & Gas Exploration

+$99.1K

2,387 +21%

增持

— VanEck Vectors Oils Services E

+$99.0K

1,383 +5%

增持

IJJ iShares S&P Mid Cap 400 Value

+$98.2K

6,492 +25%

增持

XLE SPDR Energy Select ETF

+$94.1K

5,079 +13%

增持

DMXF iShares ESG Advanced MSCI EAFE

+$82.7K

14,674 +18%

增持

MSFT Microsoft Corp

-$79.9K

5,220 +3%

增持

— IShares Core MSCI Emerging ETF

-$69.0K

41,207 +0%

减持

— iShares MSCI Minimum Volatilit

-$62.2K

27,560 -0%

增持

— JP Morgan Chase & Co

+$47.9K

1,785 +23%

增持

VIG Vanguard Dividend Appreciation

-$46.3K

17,600 +3%

减持

— Vanguard Total International B

-$45.7K

39,709 -0%

减持

EEM iShares MSCI Emerging Markets

-$45.1K

20,892 -1%

增持

VOE Vanguard Mid Cap Value

-$44.3K

61,367 +5%

增持

MRK Merck & Co Inc

+$42.6K

2,696 +33%

增持

JNJ Johnson & Johnson

-$35.1K

3,723 +0%

减持

BRK/B Berkshire Hathaway Cl B

+$21.6K

3,830 -1%

减持

IJH iShares S&P Mid Cap 400 Index

-$21.2K

1,455 -1%

增持

SCHV Schwab US Large Cap Value ETF

-$17.4K

26,429 +3%

增持

SCHR Schwab Intermediate Term US Tr

+$13.8K

12,783 +5%

增持

HD Home Depot Inc

-$5.7K

898 +1%

增持

— MasterCard Inc

+$3.3K

1,297 +0%

增持

ESGE iShares ESG Aware MSCI ETF

-$2.2K

47,449 +4%

增持

SCHD Schwab US Dividend Equity ETF

+$1.3K

14,631 +3%

增持

SCHO Schwab Short Term Treasury ETF

+$566

7,696 +1%