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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 87 项增持 50减持 32清仓 5

方向

标的

Δ市值

现股数(环比)

增持

VEA Vanguard MSCI EAFE ETF

-$23.7M

5,984,346 +2%

增持

VOO Vanguard S&P 500 ETF

+$17.5M

1,351,949 +0%

增持

DFIC DFA International Core Equity

+$10.0M

3,504,084 +22%

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

DFSV Dimensional US Small Cap Value

+$7.2M

5,438,365 +5%

增持

VWO Vanguard MSCI Emerging Markets

-$7.0M

2,738,076 +3%

增持

VO Vanguard Mid Cap Vipers

+$6.5M

1,303,518 +2%

增持

SCHF Schwab International Equity ET

-$2.5M

4,415,143 +116%

减持

VNQI Vanguard Global Ex US Real Est

-$2.5M

207,416 -9%

减持

VNQ Vanguard REIT Vipers

-$2.4M

229,208 -2%

增持

DFEM Dimensional Emerging Markets C

+$2.0M

1,743,671 +13%

增持

VTI Vanguard Total Stock Market Vi

+$2.0M

160,031 +2%

减持

IWR iShares Russell Midcap

-$1.9M

906,460 -3%

增持

DFGR Dimensional Global Real Estate

+$1.8M

3,993,536 +15%

增持

SCHE Schwab Emerging Markets

-$1.8M

952,101 +2%

减持

SPY SPDR S&P 500 ETF Trust

+$1.4M

261,129 -1%

减持

VBR Vanguard Small Cap Value

-$1.2M

281,596 -1%

增持

VEU Vanguard FTSE All-World EX-US

-$1.2M

225,690 +0%

增持

SCHX Schwab US Large Cap ETF

+$1.1M

8,298,426 +194%

增持

IWF iShares Russell 1000 Growth

+$1.1M

37,473 +1%

减持

IWP iShares Russell Midcap Growth

+$1.1M

122,601 -1%

增持

SCHM Schwab US Mid Cap ETF

-$808.2K

2,881,771 +197%

增持

SCHG Schwab US Large Cap Growth ETF

+$792.0K

272,259 +317%

减持

EFA iShares MSCI EAFE Index Fund

-$788.0K

41,116 -12%

减持

VUG Vanguard Growth Vipers

+$662.4K

29,617 -1%

减持

VTV Vanguard Value

-$605.5K

49,638 -4%

增持

IVV iShares Trust S&P 500 Index

+$525.1K

41,270 +0%

减持

VV Vanguard Large Cap

+$514.3K

162,670 -1%

减持

IWS iShares Russell Midcap Value

-$428.1K

78,533 -2%

减持

VOE Vanguard Mid Cap Value

-$363.5K

60,244 -0%

清仓

VOTE Engine Number 1 ETF Trust

-$324.7K

0 -100%

减持

ESGD iShares ESG Aware MSCI EAFE ET

-$290.0K

35,817 -0%

增持

— Invesco QQQ Trust

+$287.3K

7,565 +3%

增持

VOT Vanguard Mid Cap Growth Index

+$284.3K

27,204 +0%

减持

SCHH Schwab US REIT ETF

-$282.4K

108,430 -2%

增持

SCHZ Schwab US Aggregate Bond ETF

-$280.9K

124,195 +90%

清仓

— Vanguard Health Care Vipers

-$274.7K

0 -100%

减持

IWB iShares Russell 1000 Index Fun

+$263.5K

41,395 -0%

减持

DMXF iShares ESG Advanced MSCI EAFE

-$241.0K

12,041 -15%

清仓

— Vanguard Inter Term Corporate

-$227.6K

0 -100%

清仓

— SPDR S&P International Small C

-$216.0K

0 -100%

减持

DFAR Dimensional US Real Estate ETF

-$208.2K

65,266 -3%

清仓

TXN Texas Instruments Inc

-$206.6K

0 -100%

增持

IJH iShares S&P Mid Cap 400 Index

+$182.2K

17,268 +20%

减持

VB Vanguard Small Cap

-$181.9K

19,150 -5%

增持

DFAS Dimensional US Small Cap ETF

+$180.4K

89,956 +3%

增持

VIG Vanguard Dividend Appreciation

+$165.3K

19,384 +6%

减持

ESGE iShares ESG Aware MSCI ETF

-$142.9K

42,474 -1%

减持

HYS Pimco 0-5 Year High Yield Corp

-$140.0K

6,111 -18%

增持

— IShares Core MSCI Emerging ETF

-$139.5K

27,295 +0%

减持

VTEB Vanguard Tax Exempt Bond Index

-$135.7K

4,394 -37%

减持

VTIP Vanguard ST Inflation Protecte

-$128.9K

56,157 -3%

减持

— Dimensional International Valu

-$124.7K

40,971 -1%

增持

SCHV Schwab US Large Cap Value ETF

-$119.3K

51,401 +183%

增持

XLK Sector SPDR Technology Select

+$107.6K

13,110 +1%

增持

IWD iShares Russell 1000 Value Ind

-$104.3K

25,541 +0%

增持

IVW iShares Tr S&P 500/Barra Growt

+$89.6K

14,400 +0%

增持

— SPDR S&P MidCap 400 ETF Trust

+$89.4K

7,170 +2%

增持

VBK Vanguard Small Cap Growth

+$87.2K

1,349 +24%

增持

AMZN Amazon Communications

+$86.9K

2,289 +3%

增持

ESGU iShares ESG Aware MSCI USA ETF

+$77.8K

12,057 +3%

增持

SCHP Schwab US Tips ETF

-$76.7K

115,659 +102%

增持

AGG iShares Core US Aggregate Bond

-$67.8K

16,722 +0%

减持

— Vanguard Total International B

-$60.7K

40,493 -1%

减持

MSFT Microsoft Corp

-$60.5K

5,617 -0%

减持

DVY iShares DJ Select Dividend Ind

-$57.0K

11,298 -1%

增持

SCHD Schwab US Dividend Equity ETF

-$46.3K

38,836 +196%

增持

EEMV iShares MSCI Emerging Markets

-$46.2K

9,881 +0%

增持

SCHB Schwab US Broad Market ETF

-$45.9K

342,342 +191%

增持

VXUS Vanguard Total International S

-$41.5K

8,197 +1%

减持

IWN iShares Russell 2000 Value

-$40.1K

3,803 -5%

减持

IWV iShares Russell 3000 Index

-$37.0K

10,285 -3%

增持

IJR iShares Trust S&P SmallCap 600

-$35.9K

27,419 +0%

增持

IWO iShares Russell 2000 Growth

+$34.6K

6,603 +1%

减持

AAPL Apple Inc

+$32.9K

5,201 -5%

减持

— Invesco S&P 500 Equal Weight E

-$27.2K

5,633 -0%

增持

FNDX Schwab Fundamental Large Cap I

-$25.3K

17,783 +186%

增持

EEM iShares MSCI Emerging Markets

+$17.7K

20,523 +12%

增持

BND Vanguard Total Bond Market ETF

-$14.8K

5,888 +1%

增持

IVE iShares Trust S&P 500/Barra Va

-$14.4K

5,136 +2%

增持

VT Vanguard Total World Stock Ind

-$9.8K

4,488 +0%

减持

USXF iShares ESG Advanced MSCI USA

-$9.0K

15,843 -2%

增持

GSLC Goldman Sachs Active Beta ETF

+$8.8K

3,823 +0%

增持

IJS iShares S&P Small Cap 600 Valu

+$7.9K

6,140 +0%

增持

SCHA Schwab US Small Cap ETF

-$6.7K

45,388 +98%

增持

FNDA Schwab Fundamental US Small Co

-$1.7K

19,122 +100%

增持

— Exxon Mobil Corporation

-$1.1K

4,592 +9%

减持

IWM iShares Russell 2000 Index

-$797

33,490 -0%