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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 90 项
建仓 9
增持 36
减持 44
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VEA
Vanguard MSCI EAFE ETF
+$27.6M
6,173,009
+3%
增持
DFGR
Dimensional Global Real Estate
+$24.0M
4,796,352
+20%
增持
DFIC
DFA International Core Equity
+$23.4M
4,102,611
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。
+17%
增持
VOO
Vanguard S&P 500 ETF
-$13.0M
1,392,132
+3%
减持
SCHX
Schwab US Large Cap ETF
-$12.6M
8,142,312
-2%
减持
SPY
SPDR S&P 500 ETF Trust
-$10.9M
254,037
-3%
增持
VWO
Vanguard MSCI Emerging Markets
+$9.6M
2,875,384
+5%
增持
DFEM
Dimensional Emerging Markets C
+$6.0M
1,954,026
+12%
减持
SCHF
Schwab International Equity ET
+$5.0M
4,384,101
-1%
减持
IWR
iShares Russell Midcap
-$4.9M
883,878
-2%
减持
SCHM
Schwab US Mid Cap ETF
-$4.5M
2,875,095
-0%
减持
VV
Vanguard Large Cap
-$4.3M
153,876
-5%
增持
DFSV
Dimensional US Small Cap Value
-$3.6M
5,816,865
+7%
增持
VO
Vanguard Mid Cap Vipers
+$3.6M
1,345,236
+3%
减持
VTI
Vanguard Total Stock Market Vi
-$2.9M
158,350
-1%
增持
VBR
Vanguard Small Cap Value
-$2.5M
286,017
+2%
增持
VNQ
Vanguard REIT Vipers
+$2.4M
251,998
+10%
减持
IWF
iShares Russell 1000 Growth
-$1.8M
36,643
-2%
减持
IVV
iShares Trust S&P 500 Index
-$1.5M
40,510
-2%
减持
IWP
iShares Russell Midcap Growth
-$1.5M
119,724
-2%
增持
VUG
Vanguard Growth Vipers
-$1.2M
29,680
+0%
增持
IVW
iShares Tr S&P 500/Barra Growt
+$1.0M
26,960
+87%
减持
IWM
iShares Russell 2000 Index
-$1.0M
32,015
-4%
增持
VEU
Vanguard FTSE All-World EX-US
+$997.6K
230,044
+2%
减持
AGG
iShares Core US Aggregate Bond
-$959.1K
6,685
-60%
减持
SCHG
Schwab US Large Cap Growth ETF
-$818.9K
270,325
-1%
减持
IWB
iShares Russell 1000 Index Fun
-$731.6K
41,091
-1%
减持
DFAS
Dimensional US Small Cap ETF
-$523.9K
89,212
-1%
减持
VB
Vanguard Small Cap
-$495.3K
18,516
-3%
增持
BRK/B
Berkshire Hathaway Cl B
+$493.8K
4,272
+9%
减持
SCHB
Schwab US Broad Market ETF
-$452.1K
339,945
-1%
增持
BND
Vanguard Total Bond Market ETF
+$374.2K
10,859
+84%
减持
IJR
iShares Trust S&P SmallCap 600
-$361.6K
26,754
-2%
建仓
COST
Costco Wholesale Corp
+$340.9K
360
增持
SCHH
Schwab US REIT ETF
+$318.2K
120,957
+12%
建仓
—
Meta Platforms Inc
+$284.1K
493
减持
VOT
Vanguard Mid Cap Growth Index
-$279.1K
27,076
-0%
建仓
MGK
Vanguard Mega Cap Growth ETF
+$255.1K
826
减持
SCHE
Schwab Emerging Markets
+$245.2K
928,534
-2%
减持
USXF
iShares ESG Advanced MSCI USA
-$244.8K
11,633
-27%
减持
EFA
iShares MSCI EAFE Index Fund
+$235.5K
40,919
-0%
减持
IJS
iShares S&P Small Cap 600 Valu
-$233.8K
4,442
-28%
建仓
—
Vanguard Utilities ETF
+$229.3K
1,342
增持
IWS
iShares Russell Midcap Value
-$227.0K
78,832
+0%
增持
—
SPDR S&P MidCap 400 ETF Trust
-$226.8K
7,230
+1%
建仓
NVDA
Nvidia Corp
+$211.3K
1,950
建仓
—
Vanguard Health Care Vipers
+$207.3K
783
建仓
ADP
Automatic Data Processing
+$206.2K
675
减持
VNQI
Vanguard Global Ex US Real Est
-$205.6K
197,720
-5%
建仓
—
SPDR S&P International Small C
+$202.3K
6,329
清仓
MRK
Merck & Co Inc
-$202.2K
0
-100%
增持
MSFT
Microsoft Corp
-$191.7K
5,796
+3%
减持
IJH
iShares S&P Mid Cap 400 Index
-$164.7K
15,618
-10%
减持
DMXF
iShares ESG Advanced MSCI EAFE
-$148.6K
9,348
-22%
减持
VBK
Vanguard Small Cap Growth
-$136.6K
958
-29%
增持
AAPL
Apple Inc
-$118.6K
5,330
+2%
增持
—
Alphabet Inc Cl C
+$113.7K
2,215
+82%
减持
—
Dimensional International Valu
+$102.7K
39,541
-3%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$101.6K
117,341
-6%
减持
SCHV
Schwab US Large Cap Value ETF
-$100.3K
46,642
-9%
增持
XLF
SPDR Financial Select Sector E
+$99.1K
8,554
+26%
减持
SCHP
Schwab US Tips ETF
-$98.6K
107,432
-7%
减持
ESGE
iShares ESG Aware MSCI ETF
-$96.0K
37,831
-11%
减持
IVE
iShares Trust S&P 500/Barra Va
-$70.7K
4,773
-7%
增持
VOE
Vanguard Mid Cap Value
-$64.3K
60,305
+0%
增持
—
IShares Core MSCI Emerging ETF
+$63.6K
27,588
+1%
减持
VTV
Vanguard Value
+$60.5K
49,000
-1%
增持
AMZN
Amazon Communications
-$58.1K
2,334
+2%
增持
—
Invesco QQQ Trust
+$57.9K
8,371
+11%
增持
FNDA
Schwab Fundamental US Small Co
+$53.2K
22,678
+19%
减持
IJJ
iShares S&P Mid Cap 400 Value
-$47.7K
6,682
-2%
减持
IWD
iShares Russell 1000 Value Ind
+$43.7K
25,362
-1%
减持
VIG
Vanguard Dividend Appreciation
-$43.4K
19,345
-0%
增持
SCHA
Schwab US Small Cap ETF
-$42.8K
48,269
+6%
减持
JNJ
Johnson & Johnson
+$40.7K
2,369
-3%
减持
VTIP
Vanguard ST Inflation Protecte
+$36.6K
55,224
-2%
减持
SCHD
Schwab US Dividend Equity ETF
-$32.0K
36,804
-5%
减持
ESGD
iShares ESG Aware MSCI EAFE ET
-$31.5K
32,998
-8%
增持
—
Invesco S&P 500 Equal Weight E
+$31.0K
5,877
+4%
增持
ESGU
iShares ESG Aware MSCI USA ETF
-$23.9K
12,544
+4%
增持
—
Vanguard Total International B
+$20.7K
41,108
+2%
增持
GSLC
Goldman Sachs Active Beta ETF
-$19.3K
3,826
+0%
增持
TIP
iShares Barclays US Treasury I
+$18.5K
3,832
+0%
增持
FNDX
Schwab Fundamental Large Cap I
+$16.0K
18,515
+4%
减持
—
iShares MSCI Minimum Volatilit
-$14.1K
12,847
-6%
增持
VT
Vanguard Total World Stock Ind
-$6.8K
4,489
+0%
增持
HYS
Pimco 0-5 Year High Yield Corp
+$5.0K
6,166
+1%
减持
VTEB
Vanguard Tax Exempt Bond Index
-$2.6K
4,386
-0%
减持
—
Exxon Mobil Corporation
-$520
4,149
-10%
建仓
—
Vantage Drilling Company
+$0
37,000
