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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 88 项
建仓 2
增持 33
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$31.0M
1,329,989
+1%
增持
DFGR
Dimensional Global Real Estate
+$11.8M
3,113,618
+20%
增持
VWO
Vanguard MSCI Emerging Markets
+$9.6M
2,597,738
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。
+4%
增持
DFIC
DFA International Core Equity
+$8.4M
2,490,931
+17%
增持
DFEM
Dimensional Emerging Markets C
+$5.3M
1,323,293
+12%
减持
SCHX
Schwab US Large Cap ETF
+$4.7M
2,847,600
-1%
减持
IWR
iShares Russell Midcap
-$4.1M
933,520
-2%
减持
SCHM
Schwab US Mid Cap ETF
-$4.0M
969,285
-1%
增持
VO
Vanguard Mid Cap Vipers
-$3.1M
1,241,642
+2%
增持
VEA
Vanguard MSCI EAFE ETF
+$2.9M
5,704,667
+3%
减持
SPY
SPDR S&P 500 ETF Trust
+$2.6M
265,455
-2%
增持
VBR
Vanguard Small Cap Value
-$2.4M
287,007
+0%
减持
SCHF
Schwab International Equity ET
-$2.3M
1,980,887
-1%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$1.6M
182,682
-16%
减持
VV
Vanguard Large Cap
+$1.4M
171,114
-1%
减持
VTI
Vanguard Total Stock Market Vi
-$1.4M
177,189
-6%
减持
—
iShares MSCI Minimum Volatilit
-$1.2M
13,710
-50%
减持
IWD
iShares Russell 1000 Value Ind
-$1.1M
22,876
-20%
减持
IWP
iShares Russell Midcap Growth
-$1.1M
121,609
-4%
增持
VUG
Vanguard Growth Vipers
+$1.0M
31,303
+1%
减持
IWS
iShares Russell Midcap Value
-$941.8K
80,789
-5%
增持
DFSV
Dimensional US Small Cap Value
+$849.5K
4,907,427
+5%
减持
SCHV
Schwab US Large Cap Value ETF
-$800.9K
18,483
-35%
增持
VNQ
Vanguard REIT Vipers
-$580.1K
247,977
+0%
减持
VNQI
Vanguard Global Ex US Real Est
-$578.8K
230,494
-2%
减持
VTV
Vanguard Value
-$561.7K
49,321
-5%
减持
IVV
iShares Trust S&P 500 Index
+$553.5K
41,256
-2%
增持
MSFT
Microsoft Corp
+$445.2K
5,730
+14%
清仓
SCHO
Schwab Short Term Treasury ETF
-$421.1K
0
-100%
增持
XLK
Sector SPDR Technology Select
+$416.1K
13,026
+7%
减持
IWF
iShares Russell 1000 Growth
+$361.4K
31,999
-5%
增持
DFAS
Dimensional US Small Cap ETF
+$336.2K
75,336
+12%
建仓
FNDF
Schwab Fundamental Intl Large
+$318.3K
9,087
增持
—
Invesco QQQ Trust
+$308.5K
7,321
+2%
减持
SCHD
Schwab US Dividend Equity ETF
-$281.8K
13,334
-18%
清仓
NVDA
Nvidia Corp
-$271.1K
0
-100%
增持
VOE
Vanguard Mid Cap Value
-$249.1K
59,577
+1%
增持
SCHP
Schwab US Tips ETF
+$225.5K
56,013
+9%
建仓
—
Alphabet Inc Cl C
+$223.8K
1,220
增持
AAPL
Apple Inc
+$220.7K
5,448
+1%
减持
VB
Vanguard Small Cap
-$220.6K
19,524
-0%
清仓
—
Salesforce.com Inc
-$210.8K
0
-100%
减持
VOT
Vanguard Mid Cap Growth Index
-$197.6K
28,041
-0%
减持
IWB
iShares Russell 1000 Index Fun
+$194.8K
37,350
-1%
减持
—
MasterCard Inc
-$175.7K
1,018
-22%
减持
JNJ
Johnson & Johnson
-$173.8K
2,835
-24%
增持
AMZN
Amazon Communications
+$153.9K
2,229
+45%
增持
—
Dimensional International Valu
+$150.4K
41,345
+14%
减持
SCHE
Schwab Emerging Markets
+$141.4K
886,304
-4%
增持
IWM
iShares Russell 2000 Index
-$131.3K
33,350
+2%
增持
FNDA
Schwab Fundamental US Small Co
+$123.8K
8,851
+39%
减持
EFA
iShares MSCI EAFE Index Fund
-$120.7K
44,090
-1%
减持
HYS
Pimco 0-5 Year High Yield Corp
-$114.8K
9,178
-11%
减持
VEU
Vanguard FTSE All-World EX-US
-$98.6K
224,854
-1%
增持
—
iShares Core MSCI EAFE ETF
+$98.0K
18,303
+10%
减持
IVE
iShares Trust S&P 500/Barra Va
-$95.1K
4,480
-8%
减持
—
IShares Core MSCI Emerging ETF
-$93.2K
27,383
-9%
减持
SCHB
Schwab US Broad Market ETF
+$81.7K
118,566
-2%
减持
IEI
iShares Lehman 3-7 Year Treasu
-$76.0K
3,345
-16%
减持
VTEB
Vanguard Tax Exempt Bond Index
-$74.8K
6,985
-17%
减持
SCHH
Schwab US REIT ETF
-$64.5K
128,277
-1%
减持
PG
Procter & Gamble Co
-$59.0K
1,925
-17%
增持
DVY
iShares DJ Select Dividend Ind
+$58.5K
11,404
+6%
增持
ESGE
iShares ESG Aware MSCI ETF
+$55.9K
42,656
+0%
增持
—
Vanguard Total International B
+$53.6K
40,723
+4%
减持
VT
Vanguard Total World Stock Ind
-$52.0K
3,399
-14%
增持
—
Vanguard Health Care Vipers
+$47.2K
1,130
+21%
减持
IJJ
iShares S&P Mid Cap 400 Value
-$43.3K
5,784
-2%
减持
EEMV
iShares MSCI Emerging Markets
-$43.1K
11,572
-7%
增持
IJR
iShares Trust S&P SmallCap 600
+$41.0K
27,276
+5%
增持
SCHA
Schwab US Small Cap ETF
-$37.8K
22,919
+0%
减持
IJS
iShares S&P Small Cap 600 Valu
-$33.5K
6,047
-0%
减持
VIG
Vanguard Dividend Appreciation
-$32.1K
18,375
-1%
减持
IVW
iShares Tr S&P 500/Barra Growt
+$30.9K
9,862
-6%
减持
VTIP
Vanguard ST Inflation Protecte
-$27.2K
57,099
-2%
减持
SCHG
Schwab US Large Cap Growth ETF
-$25.5K
62,586
-8%
减持
—
SPDR S&P Dividend ETF
-$20.2K
2,154
-4%
增持
AGG
iShares Core US Aggregate Bond
+$18.0K
16,879
+2%
增持
GSLC
Goldman Sachs Active Beta ETF
+$12.3K
3,819
+0%
减持
XLF
SPDR Financial Select Sector E
-$9.8K
6,765
-1%
增持
IJH
iShares S&P Mid Cap 400 Index
+$9.5K
9,457
+6%
增持
DMXF
iShares ESG Advanced MSCI EAFE
-$6.9K
14,146
+0%
减持
—
Vanguard Russell 1000 Growth
-$4.6K
3,689
-9%
减持
BND
Vanguard Total Bond Market ETF
-$4.2K
5,872
-0%
减持
TIP
iShares Barclays US Treasury I
-$2.9K
3,263
-0%
减持
VOTE
Engine Number 1 ETF Trust
-$358
4,794
-4%
清仓
—
Cannabis Science Inc
+$0
0
-100%
清仓
—
Cotton & Western Mining Inc
+$0
0
-100%
