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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 92 项
建仓 3
增持 47
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$45.7M
1,347,248
+1%
增持
VO
Vanguard Mid Cap Vipers
+$37.2M
1,280,446
+3%
增持
VEA
Vanguard MSCI EAFE ETF
+$28.0M
5,867,965
+3%
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
DFGR
Dimensional Global Real Estate
+$22.3M
3,470,292
+11%
增持
DFSV
Dimensional US Small Cap Value
+$19.0M
5,202,502
+6%
增持
DFIC
DFA International Core Equity
+$15.1M
2,863,333
+15%
增持
VWO
Vanguard MSCI Emerging Markets
+$13.9M
2,666,648
+3%
减持
SCHX
Schwab US Large Cap ETF
+$8.3M
2,818,327
-1%
增持
DFEM
Dimensional Emerging Markets C
+$8.2M
1,549,584
+17%
增持
SCHF
Schwab International Equity ET
+$8.1M
2,048,246
+3%
减持
SPY
SPDR S&P 500 ETF Trust
+$7.2M
264,332
-0%
减持
IWR
iShares Russell Midcap
+$6.3M
930,442
-0%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$5.2M
65,239
-64%
增持
SCHM
Schwab US Mid Cap ETF
+$5.2M
970,779
+0%
减持
VBR
Vanguard Small Cap Value
+$4.6M
283,935
-1%
增持
SCHE
Schwab Emerging Markets
+$3.6M
931,405
+5%
减持
VTI
Vanguard Total Stock Market Vi
-$3.1M
156,569
-12%
增持
IWF
iShares Russell 1000 Growth
+$2.3M
37,103
+16%
减持
VNQ
Vanguard REIT Vipers
+$2.1M
234,558
-5%
增持
IWB
iShares Russell 1000 Index Fun
+$2.0M
41,580
+11%
减持
VNQI
Vanguard Global Ex US Real Est
+$1.3M
227,505
-1%
减持
IVV
iShares Trust S&P 500 Index
+$1.2M
41,208
-0%
增持
DFAS
Dimensional US Small Cap ETF
+$1.1M
87,479
+16%
增持
VOE
Vanguard Mid Cap Value
+$1.1M
60,292
+1%
增持
VTV
Vanguard Value
+$1.1M
51,608
+5%
增持
IWP
iShares Russell Midcap Growth
+$1.1M
123,493
+2%
减持
VEU
Vanguard FTSE All-World EX-US
+$965.1K
224,612
-0%
增持
IWD
iShares Russell 1000 Value Ind
+$841.5K
25,462
+11%
减持
IWS
iShares Russell Midcap Value
+$831.1K
80,042
-1%
建仓
IWN
iShares Russell 2000 Value
+$664.4K
3,983
减持
VV
Vanguard Large Cap
+$644.3K
164,677
-4%
增持
IWM
iShares Russell 2000 Index
+$634.3K
33,504
+0%
增持
VB
Vanguard Small Cap
+$526.1K
20,164
+3%
增持
SCHG
Schwab US Large Cap Growth ETF
+$484.7K
65,231
+4%
增持
IVW
iShares Tr S&P 500/Barra Growt
+$459.9K
14,334
+45%
增持
EFA
iShares MSCI EAFE Index Fund
+$443.3K
46,596
+6%
清仓
—
JP Morgan Chase & Co
-$407.6K
0
-100%
增持
IWO
iShares Russell 2000 Growth
+$403.3K
6,570
+18%
减持
SCHB
Schwab US Broad Market ETF
+$362.8K
117,515
-1%
增持
IJH
iShares S&P Mid Cap 400 Index
+$340.4K
14,342
+52%
增持
IJR
iShares Trust S&P SmallCap 600
+$285.9K
27,318
+0%
减持
VIG
Vanguard Dividend Appreciation
+$276.3K
18,331
-0%
增持
VXUS
Vanguard Total International S
+$246.7K
8,103
+76%
清仓
—
SPDR S&P 500 Value ETF
-$241.9K
0
-100%
增持
DFAR
Dimensional US Real Estate ETF
+$241.0K
67,354
+0%
建仓
AOR
iShares Core Growth Allocation
+$236.7K
3,996
清仓
LMT
Lockheed Martin Corp
-$233.6K
0
-100%
减持
—
SPDR S&P MidCap 400 ETF Trust
+$222.7K
7,012
-1%
减持
TXN
Texas Instruments Inc
-$217.5K
1,000
-54%
减持
VUG
Vanguard Growth Vipers
-$213.9K
29,937
-4%
减持
BRK/B
Berkshire Hathaway Cl B
+$209.3K
3,930
-0%
增持
ESGD
iShares ESG Aware MSCI EAFE ET
+$207.1K
35,845
+0%
建仓
—
iShares Core Dividend Growth
+$206.9K
3,300
增持
—
iShares Core MSCI EAFE ETF
+$187.6K
19,438
+6%
减持
—
Alphabet Inc Cl A
-$184.6K
5,740
-8%
增持
IJJ
iShares S&P Mid Cap 400 Value
+$182.4K
6,784
+17%
减持
VOT
Vanguard Mid Cap Growth Index
+$181.7K
27,185
-3%
增持
IVE
iShares Trust S&P 500/Barra Va
+$179.3K
5,045
+13%
增持
VT
Vanguard Total World Stock Ind
+$154.2K
4,487
+32%
增持
SCHP
Schwab US Tips ETF
+$151.0K
57,136
+2%
减持
HYS
Pimco 0-5 Year High Yield Corp
-$138.4K
7,460
-19%
减持
MSFT
Microsoft Corp
-$132.8K
5,643
-2%
增持
ESGE
iShares ESG Aware MSCI ETF
+$130.8K
42,875
+1%
增持
AAPL
Apple Inc
+$122.0K
5,449
+0%
减持
IWV
iShares Russell 3000 Index
+$105.6K
10,635
-3%
减持
MRK
Merck & Co Inc
-$102.9K
2,033
-25%
减持
—
IShares Core MSCI Emerging ETF
+$99.0K
27,257
-0%
增持
SCHA
Schwab US Small Cap ETF
+$92.9K
22,921
+0%
增持
—
Dimensional International Valu
+$92.4K
41,449
+0%
减持
SCHV
Schwab US Large Cap Value ETF
+$90.1K
18,158
-2%
增持
FNDA
Schwab Fundamental US Small Co
+$83.5K
9,562
+8%
增持
VTIP
Vanguard ST Inflation Protecte
+$76.5K
57,758
+1%
增持
TIP
iShares Barclays US Treasury I
+$73.8K
3,822
+17%
增持
FNDX
Schwab Fundamental Large Cap I
+$73.2K
6,221
+12%
增持
—
Invesco QQQ Trust
+$72.5K
7,336
+0%
增持
IJS
iShares S&P Small Cap 600 Valu
+$70.8K
6,121
+1%
减持
SCHD
Schwab US Dividend Equity ETF
+$70.4K
13,099
-2%
减持
—
Vanguard Total International B
+$64.9K
40,710
-0%
减持
EEM
iShares MSCI Emerging Markets
+$53.6K
18,328
-1%
减持
AGG
iShares Core US Aggregate Bond
+$49.7K
16,670
-1%
增持
USXF
iShares ESG Advanced MSCI USA
+$46.0K
16,233
+1%
减持
EEMV
iShares MSCI Emerging Markets
-$42.8K
9,876
-15%
减持
FNDF
Schwab Fundamental Intl Large
-$41.5K
7,407
-18%
减持
IEI
iShares Lehman 3-7 Year Treasu
-$28.1K
2,995
-10%
减持
—
Vanguard Health Care Vipers
-$25.8K
973
-14%
增持
GSLC
Goldman Sachs Active Beta ETF
+$23.1K
3,821
+0%
增持
VOTE
Engine Number 1 ETF Trust
+$19.9K
4,844
+1%
减持
JNJ
Johnson & Johnson
-$19.8K
2,435
-14%
减持
BND
Vanguard Total Bond Market ETF
+$15.1K
5,834
-1%
减持
PG
Procter & Gamble Co
+$9.4K
1,887
-2%
减持
VTEB
Vanguard Tax Exempt Bond Index
+$5.9K
6,963
-0%
减持
SCHH
Schwab US REIT ETF
+$4.3K
110,745
-14%
