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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 103 项
建仓 16
增持 51
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$66.4M
1,305,930
+2%
增持
VEA
Vanguard MSCI EAFE ETF
+$30.1M
5,337,803
+3%
增持
VO
Vanguard Mid Cap Vipers
+$30.0M
1,188,345
+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
VBR
Vanguard Small Cap Value
+$22.0M
287,067
+55%
增持
SCHX
Schwab US Large Cap ETF
+$19.4M
2,896,125
+2%
增持
DFGR
Dimensional Global Real Estate
+$17.2M
2,100,702
+26%
增持
DFIC
DFA International Core Equity
+$13.8M
1,745,090
+32%
增持
SCHM
Schwab US Mid Cap ETF
+$11.3M
1,003,645
+6%
减持
SPY
SPDR S&P 500 ETF Trust
+$11.3M
277,480
-2%
增持
DFEM
Dimensional Emerging Markets C
+$11.3M
1,004,329
+70%
减持
DFSV
Dimensional US Small Cap Value
+$10.1M
4,372,800
-5%
增持
IWR
iShares Russell Midcap
+$9.6M
953,023
+2%
增持
VWO
Vanguard MSCI Emerging Markets
+$7.9M
2,346,514
+4%
增持
SCHF
Schwab International Equity ET
+$7.5M
1,979,552
+2%
增持
VNQ
Vanguard REIT Vipers
+$5.2M
242,704
+13%
增持
VV
Vanguard Large Cap
+$4.2M
179,652
+1%
增持
VNQI
Vanguard Global Ex US Real Est
+$3.0M
247,049
+28%
增持
IVV
iShares Trust S&P 500 Index
+$2.1M
42,146
+1%
增持
IWF
iShares Russell 1000 Growth
+$2.1M
35,288
+9%
减持
VTI
Vanguard Total Stock Market Vi
+$1.8M
136,724
-5%
增持
DFAS
Dimensional US Small Cap ETF
+$1.7M
51,718
+103%
增持
ESGD
iShares ESG Aware MSCI EAFE ET
+$1.7M
35,669
+143%
减持
IVW
iShares Tr S&P 500/Barra Growt
-$1.4M
10,263
-68%
减持
IWP
iShares Russell Midcap Growth
+$1.4M
129,345
-3%
增持
IJR
iShares Trust S&P SmallCap 600
+$1.3M
29,653
+44%
增持
—
SPDR S&P MidCap 400 ETF Trust
+$1.1M
7,051
+32%
增持
DFAR
Dimensional US Real Estate ETF
+$1.1M
58,525
+308%
增持
SCHB
Schwab US Broad Market ETF
+$1.0M
122,634
+5%
减持
VEU
Vanguard FTSE All-World EX-US
+$934.5K
226,779
-0%
增持
SCHG
Schwab US Large Cap Growth ETF
+$914.3K
69,590
+4%
增持
SCHA
Schwab US Small Cap ETF
+$898.8K
23,429
+367%
增持
—
Invesco QQQ Trust
+$832.0K
7,580
+20%
增持
VB
Vanguard Small Cap
+$827.5K
20,055
+10%
减持
IWS
iShares Russell Midcap Value
+$799.8K
86,594
-3%
减持
SCHE
Schwab Emerging Markets
-$715.7K
906,136
-6%
增持
VTIP
Vanguard ST Inflation Protecte
+$697.1K
79,310
+22%
减持
VOE
Vanguard Mid Cap Value
+$696.2K
60,222
-2%
减持
VOT
Vanguard Mid Cap Growth Index
+$655.7K
28,742
-1%
增持
SCHP
Schwab US Tips ETF
+$647.6K
48,394
+30%
减持
VUG
Vanguard Growth Vipers
+$643.3K
31,293
-6%
建仓
—
Defiance Nasdaq 100 Enhanced O
+$641.6K
36,291
增持
IUSG
iShares Core US Growth ETF
+$621.9K
29,356
+14%
建仓
—
Defiance S&P 500 Enhanced Opti
+$543.9K
30,148
减持
IWM
iShares Russell 2000 Index
+$525.4K
33,304
-4%
建仓
IJS
iShares S&P Small Cap 600 Valu
+$519.1K
5,037
增持
VIG
Vanguard Dividend Appreciation
+$506.6K
19,021
+8%
清仓
XLE
SPDR Energy Select ETF
-$459.1K
0
-100%
减持
USXF
iShares ESG Advanced MSCI USA
-$416.3K
16,957
-46%
减持
SCHZ
Schwab US Aggregate Bond ETF
+$411.0K
218,580
-1%
增持
SCHD
Schwab US Dividend Equity ETF
+$407.7K
18,954
+30%
减持
IWD
iShares Russell 1000 Value Ind
+$379.6K
28,681
-0%
增持
IWV
iShares Russell 3000 Index
+$368.0K
11,360
+2%
清仓
—
SPDR S&P Oil & Gas Exploration
-$353.1K
0
-100%
建仓
FNDX
Schwab Fundamental Large Cap I
+$344.5K
5,562
建仓
FNDA
Schwab Fundamental US Small Co
+$336.7K
6,083
增持
IVE
iShares Trust S&P 500/Barra Va
+$321.0K
5,037
+40%
减持
—
IShares Core MSCI Emerging ETF
-$312.2K
32,598
-21%
减持
MSFT
Microsoft Corp
+$293.3K
5,163
-1%
建仓
ITOT
iShares Core S&P Total US Stoc
+$289.2K
2,748
增持
AAPL
Apple Inc
+$278.0K
5,650
+19%
建仓
VOTE
Engine Number 1 ETF Trust
+$277.1K
4,982
减持
HYS
Pimco 0-5 Year High Yield Corp
-$273.7K
14,450
-19%
建仓
VTEB
Vanguard Tax Exempt Bond Index
+$272.9K
5,345
减持
EFA
iShares MSCI EAFE Index Fund
+$252.9K
46,329
-1%
清仓
BSCQ
Invesco BulletShares 2026 Corp
-$244.7K
0
-100%
增持
—
iShares Core MSCI EAFE ETF
+$234.6K
16,480
+15%
建仓
—
Vanguard Health Care Vipers
+$234.5K
936
建仓
—
Fidelity National Information
+$227.2K
3,783
建仓
—
OShares FTSE Russell Small Cap
+$218.6K
5,579
清仓
IUSV
iShares Core S&P US Value ETF
-$209.3K
0
-100%
建仓
IWN
iShares Russell 2000 Value
+$204.8K
1,318
建仓
VXUS
Vanguard Total International S
+$203.0K
3,502
建仓
—
SPDR S&P International Small C
+$201.0K
6,329
减持
SCHR
Schwab Intermediate Term US Tr
-$198.9K
8,325
-35%
增持
SCZ
iShares MSCI EAFE Small Cap In
+$172.9K
7,501
+45%
增持
—
JP Morgan Chase & Co
+$134.9K
2,315
+30%
增持
ESGE
iShares ESG Aware MSCI ETF
+$134.2K
49,000
+3%
增持
IJH
iShares S&P Mid Cap 400 Index
+$131.9K
1,785
+23%
增持
IEI
iShares Lehman 3-7 Year Treasu
+$115.5K
4,726
+22%
减持
ESGU
iShares ESG Aware MSCI USA ETF
+$103.9K
12,241
-3%
减持
—
Dimensional International Valu
-$100.2K
26,826
-14%
增持
AGG
iShares Core US Aggregate Bond
+$99.2K
14,374
+2%
减持
IWB
iShares Russell 1000 Index Fun
+$95.1K
38,615
-10%
减持
IWO
iShares Russell 2000 Growth
+$87.8K
5,744
-5%
减持
VTV
Vanguard Value
+$86.7K
50,653
-7%
增持
—
Alphabet Inc Cl A
+$77.5K
6,400
+3%
减持
—
Exxon Mobil Corporation
-$77.1K
3,715
-3%
减持
DMXF
iShares ESG Advanced MSCI EAFE
-$75.9K
11,926
-19%
增持
—
SPDR Gold Shares
+$75.1K
3,374
+2%
增持
AMZN
Amazon Communications
+$68.8K
1,775
+12%
减持
—
Vanguard Total International B
+$56.5K
39,619
-0%
减持
SCHH
Schwab US REIT ETF
+$48.3K
119,125
-13%
增持
VT
Vanguard Total World Stock Ind
+$39.0K
3,930
+0%
减持
EEM
iShares MSCI Emerging Markets
+$38.2K
20,668
-1%
减持
IJJ
iShares S&P Mid Cap 400 Value
-$37.8K
5,414
-17%
增持
EEMV
iShares MSCI Emerging Markets
+$37.8K
12,460
+2%
增持
BND
Vanguard Total Bond Market ETF
+$26.4K
5,803
+1%
增持
—
VanEck Vectors Oils Services E
+$24.7K
1,621
+17%
增持
MRK
Merck & Co Inc
+$20.7K
2,736
+1%
减持
—
Vanguard Russell 1000 Growth
+$14.1K
4,046
-8%
增持
JNJ
Johnson & Johnson
+$7.1K
3,745
+1%
建仓
—
Cotton & Western Mining Inc
+$0
100,000
建仓
—
Cannabis Science Inc
+$0
10,000
