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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 103 项
建仓 4
增持 40
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$63.7M
1,319,172
+1%
增持
VO
Vanguard Mid Cap Vipers
+$27.2M
1,215,343
+2%
增持
VEA
Vanguard MSCI EAFE ETF
+$23.3M
5,561,141
+4%
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
VTI
Vanguard Total Stock Market Vi
+$16.4M
187,722
+37%
减持
SCHX
Schwab US Large Cap ETF
+$14.9M
2,872,482
-1%
增持
DFSV
Dimensional US Small Cap Value
+$13.1M
4,663,997
+7%
增持
DFIC
DFA International Core Equity
+$12.5M
2,133,957
+22%
增持
DFGR
Dimensional Global Real Estate
+$11.5M
2,586,958
+23%
减持
SPY
SPDR S&P 500 ETF Trust
+$10.0M
271,221
-2%
增持
VWO
Vanguard MSCI Emerging Markets
+$7.7M
2,492,508
+6%
减持
IWR
iShares Russell Midcap
+$5.7M
948,495
-0%
增持
SCHF
Schwab International Equity ET
+$5.2M
2,008,829
+1%
增持
DFEM
Dimensional Emerging Markets C
+$5.0M
1,180,238
+18%
减持
SCHM
Schwab US Mid Cap ETF
+$3.9M
975,900
-3%
减持
VBR
Vanguard Small Cap Value
+$3.2M
285,746
-0%
减持
VV
Vanguard Large Cap
+$2.1M
172,335
-4%
减持
IVV
iShares Trust S&P 500 Index
+$1.9M
41,891
-1%
增持
DFAS
Dimensional US Small Cap ETF
+$1.1M
67,212
+30%
减持
IWP
iShares Russell Midcap Growth
+$985.6K
127,010
-2%
减持
VUG
Vanguard Growth Vipers
+$973.2K
31,091
-1%
减持
VTIP
Vanguard ST Inflation Protecte
-$967.6K
58,442
-26%
增持
SCHE
Schwab Emerging Markets
+$935.7K
926,686
+2%
增持
VTV
Vanguard Value
+$900.7K
52,028
+3%
减持
IWB
iShares Russell 1000 Index Fun
+$791.2K
37,907
-2%
清仓
—
Defiance Nasdaq 100 Enhanced O
-$641.6K
0
-100%
减持
IWS
iShares Russell Midcap Value
+$626.3K
85,345
-1%
减持
IWF
iShares Russell 1000 Growth
+$604.4K
33,534
-5%
减持
VNQI
Vanguard Global Ex US Real Est
-$591.9K
235,642
-5%
减持
SCHG
Schwab US Large Cap Growth ETF
+$563.4K
68,341
-2%
减持
VEU
Vanguard FTSE All-World EX-US
+$552.6K
226,496
-0%
减持
SCHB
Schwab US Broad Market ETF
+$545.5K
120,763
-2%
清仓
—
Defiance S&P 500 Enhanced Opti
-$543.9K
0
-100%
清仓
—
VanEck Vectors Oils Services E
-$501.8K
0
-100%
减持
VOE
Vanguard Mid Cap Value
+$478.4K
59,080
-2%
清仓
SCHR
Schwab Intermediate Term US Tr
-$413.9K
0
-100%
增持
—
Dimensional International Valu
+$413.8K
36,341
+35%
减持
HYS
Pimco 0-5 Year High Yield Corp
-$379.4K
10,329
-29%
减持
IWD
iShares Russell 1000 Value Ind
+$374.2K
28,551
-0%
减持
—
SPDR S&P MidCap 400 ETF Trust
+$344.5K
7,049
-0%
减持
IJR
iShares Trust S&P SmallCap 600
-$341.7K
25,952
-12%
减持
VOT
Vanguard Mid Cap Growth Index
+$323.8K
28,138
-2%
增持
SCHV
Schwab US Large Cap Value ETF
+$317.4K
28,561
+8%
增持
BRK/B
Berkshire Hathaway Cl B
+$287.5K
3,932
+3%
建仓
NVDA
Nvidia Corp
+$271.1K
300
建仓
—
SPDR S&P 500 Value ETF
+$248.7K
4,964
减持
SCHZ
Schwab US Aggregate Bond ETF
-$228.4K
216,561
-1%
建仓
—
Vanguard Inter Term Corporate
+$218.8K
2,718
减持
IWM
iShares Russell 2000 Index
+$213.4K
32,800
-2%
建仓
—
Salesforce.com Inc
+$210.8K
700
清仓
IWN
iShares Russell 2000 Value
-$204.8K
0
-100%
增持
XLK
Sector SPDR Technology Select
+$201.5K
12,151
+0%
减持
VB
Vanguard Small Cap
+$199.4K
19,588
-2%
增持
DMXF
iShares ESG Advanced MSCI EAFE
+$198.9K
14,102
+18%
减持
ESGE
iShares ESG Aware MSCI ETF
-$196.6K
42,643
-13%
增持
AGG
iShares Core US Aggregate Bond
+$193.8K
16,545
+15%
减持
MSFT
Microsoft Corp
+$174.3K
5,029
-3%
增持
DFAR
Dimensional US Real Estate ETF
+$173.3K
67,238
+15%
减持
IWV
iShares Russell 3000 Index
+$165.7K
10,915
-4%
增持
SCHP
Schwab US Tips ETF
+$161.6K
51,529
+6%
减持
AAPL
Apple Inc
-$160.8K
5,405
-4%
增持
SCHH
Schwab US REIT ETF
+$159.1K
129,367
+9%
增持
VTEB
Vanguard Tax Exempt Bond Index
+$151.9K
8,395
+57%
减持
VIG
Vanguard Dividend Appreciation
+$145.3K
18,545
-3%
减持
SCHD
Schwab US Dividend Equity ETF
-$124.4K
16,354
-14%
增持
—
Exxon Mobil Corporation
+$119.5K
4,223
+14%
增持
IVW
iShares Tr S&P 500/Barra Growt
+$111.0K
10,442
+2%
增持
IJS
iShares S&P Small Cap 600 Valu
+$102.6K
6,050
+20%
减持
—
Invesco QQQ Trust
+$95.1K
7,205
-5%
增持
VNQ
Vanguard REIT Vipers
-$94.6K
246,886
+2%
增持
TIP
iShares Barclays US Treasury I
+$91.4K
3,271
+35%
减持
IEI
iShares Lehman 3-7 Year Treasu
-$91.2K
3,992
-16%
减持
—
IShares Core MSCI Emerging ETF
-$89.8K
30,214
-7%
减持
EFA
iShares MSCI EAFE Index Fund
+$83.3K
44,756
-3%
增持
IJJ
iShares S&P Mid Cap 400 Value
+$82.2K
5,914
+9%
增持
VXUS
Vanguard Total International S
+$74.9K
4,609
+32%
增持
—
iShares Core MSCI EAFE ETF
+$72.2K
16,593
+1%
减持
EEM
iShares MSCI Emerging Markets
-$72.1K
18,476
-11%
减持
DVY
iShares DJ Select Dividend Ind
+$61.0K
10,725
-0%
减持
ESGU
iShares ESG Aware MSCI USA ETF
+$59.9K
11,693
-4%
减持
IWO
iShares Russell 2000 Growth
+$59.9K
5,571
-3%
减持
MRK
Merck & Co Inc
+$57.5K
2,696
-1%
减持
USXF
iShares ESG Advanced MSCI USA
+$52.4K
16,116
-5%
增持
IJH
iShares S&P Mid Cap 400 Index
+$49.2K
8,955
+402%
增持
SCHO
Schwab Short Term Treasury ETF
+$48.2K
8,734
+13%
减持
—
Alphabet Inc Cl A
+$47.8K
6,240
-3%
增持
GSLC
Goldman Sachs Active Beta ETF
+$38.6K
3,817
+0%
减持
IVE
iShares Trust S&P 500/Barra Va
+$34.6K
4,874
-3%
增持
XLF
SPDR Financial Select Sector E
+$33.5K
6,835
+1%
增持
FNDX
Schwab Fundamental Large Cap I
+$31.0K
5,572
+0%
增持
VT
Vanguard Total World Stock Ind
+$30.5K
3,935
+0%
减持
—
Vanguard Total International B
-$27.4K
39,203
-1%
增持
FNDA
Schwab Fundamental US Small Co
+$25.6K
6,353
+4%
减持
—
Fidelity National Information
+$22.6K
3,368
-11%
减持
SCHA
Schwab US Small Cap ETF
+$18.5K
22,854
-2%
减持
—
SPDR Gold Shares
-$17.2K
3,052
-10%
减持
ITOT
iShares Core S&P Total US Stoc
-$15.2K
2,376
-14%
减持
HD
Home Depot Inc
+$14.9K
850
-5%
减持
IUSG
iShares Core US Growth ETF
+$12.7K
26,181
-11%
减持
—
JP Morgan Chase & Co
+$9.8K
2,015
-13%
增持
—
iShares MSCI EAFE Minimum Vola
+$9.0K
5,231
+0%
减持
AMZN
Amazon Communications
+$7.2K
1,535
-14%
减持
JNJ
Johnson & Johnson
+$1.2K
3,718
-1%
增持
BND
Vanguard Total Bond Market ETF
+$471
5,883
+1%
