小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 93 项建仓 7增持 43减持 40清仓 3

方向

标的

Δ市值

现股数(环比)

减持

VOO Vanguard S&P 500 ETF

+$56.4M

1,358,788 -2%

增持

VEA Vanguard MSCI EAFE ETF

+$44.3M

6,281,277 +2%

增持

SCHX Schwab US Large Cap ETF

+$42.2M

9,081,052

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。

+12%

增持

VBR Vanguard Small Cap Value

+$24.3M

397,979 +39%

减持

VO Vanguard Mid Cap Vipers

+$23.1M

1,325,765 -1%

增持

SPY SPDR S&P 500 ETF Trust

+$22.6M

266,609 +5%

增持

SCHM Schwab US Mid Cap ETF

+$17.2M

3,298,197 +15%

增持

DFIC DFA International Core Equity

+$15.3M

4,155,387 +1%

增持

VWO Vanguard MSCI Emerging Markets

+$12.8M

2,889,057 +0%

增持

SCHF Schwab International Equity ET

+$10.6M

4,403,203 +0%

增持

IWR iShares Russell Midcap

+$8.3M

908,254 +3%

增持

DFGR Dimensional Global Real Estate

+$8.1M

4,996,700 +4%

增持

DFEM Dimensional Emerging Markets C

+$6.7M

1,969,332 +1%

增持

SCHE Schwab Emerging Markets

+$6.3M

1,058,272 +14%

增持

VTI Vanguard Total Stock Market Vi

+$5.8M

162,125 +2%

减持

VV Vanguard Large Cap

+$4.1M

153,000 -1%

减持

DFSV Dimensional US Small Cap Value

-$3.9M

5,430,032 -7%

增持

— Invesco QQQ Trust

+$3.0M

12,522 +50%

增持

IVV iShares Trust S&P 500 Index

+$2.7M

41,062 +1%

减持

IWP iShares Russell Midcap Growth

+$2.5M

119,265 -0%

减持

IWF iShares Russell 1000 Growth

+$2.3M

36,500 -0%

减持

VUG Vanguard Growth Vipers

+$1.8M

29,125 -2%

减持

IWB iShares Russell 1000 Index Fun

+$1.3M

41,036 -0%

增持

AGG iShares Core US Aggregate Bond

+$1.2M

19,242 +188%

增持

VNQI Vanguard Global Ex US Real Est

+$1.2M

199,457 +1%

减持

VEU Vanguard FTSE All-World EX-US

+$1.2M

224,959 -2%

增持

IWN iShares Russell 2000 Value

+$1.1M

10,526 +177%

减持

VOT Vanguard Mid Cap Growth Index

+$1.1M

27,073 -0%

减持

SCHG Schwab US Large Cap Growth ETF

+$962.9K

264,699 -2%

建仓

NFLX NetFlix Inc

+$774.0K

578

增持

VB Vanguard Small Cap

+$697.0K

20,267 +9%

减持

MSFT Microsoft Corp

+$675.3K

5,732 -1%

增持

DFAS Dimensional US Small Cap ETF

+$617.9K

93,365 +5%

减持

SCHB Schwab US Broad Market ETF

+$613.8K

332,891 -2%

增持

IVW iShares Tr S&P 500/Barra Growt

+$580.7K

28,005 +4%

减持

VNQ Vanguard REIT Vipers

-$558.8K

249,911 -1%

减持

IWS iShares Russell Midcap Value

+$431.2K

78,414 -1%

建仓

— JP Morgan Chase & Co

+$388.8K

1,341

减持

IWV iShares Russell 3000 Index

-$336.4K

8,349 -19%

建仓

IBIT iShares Bitcoin

+$306.2K

5,002

增持

— iShares Core MSCI EAFE ETF

+$266.0K

20,801 +7%

减持

EFA iShares MSCI EAFE Index Fund

+$247.2K

40,178 -2%

增持

VOE Vanguard Mid Cap Value

+$241.7K

60,337 +0%

减持

— SPDR S&P MidCap 400 ETF Trust

+$231.8K

7,218 -0%

建仓

ACWV iShares MSCI All Country World

+$225.8K

1,904

建仓

PANW Palo Alto Networks Inc

+$220.2K

1,076

减持

BRK/B Berkshire Hathaway Cl B

-$214.5K

4,242 -1%

建仓

— SPDR Portfolio Developed World

+$213.4K

5,271

清仓

NVDA Nvidia Corp

-$211.3K

0 -100%

减持

— SPDR Gold Shares

-$211.2K

2,192 -28%

建仓

TXN Texas Instruments Inc

+$207.6K

1,000

清仓

— Vanguard Health Care Vipers

-$207.3K

0 -100%

减持

IWM iShares Russell 2000 Index

+$207.0K

30,556 -5%

减持

— Vanguard Total International B

-$194.9K

36,599 -11%

增持

— IShares Core MSCI Emerging ETF

+$170.3K

27,640 +0%

增持

IWD iShares Russell 1000 Value Ind

+$164.4K

25,416 +0%

增持

ESGE iShares ESG Aware MSCI ETF

+$164.2K

37,947 +0%

增持

— Dimensional International Valu

+$158.2K

40,031 +1%

减持

ESGD iShares ESG Aware MSCI EAFE ET

+$157.1K

31,974 -3%

减持

AAPL Apple Inc

-$143.6K

5,070 -5%

增持

VT Vanguard Total World Stock Ind

+$137.5K

5,120 +14%

减持

VTV Vanguard Value

+$136.4K

48,663 -1%

增持

IJR iShares Trust S&P SmallCap 600

+$134.7K

26,831 +0%

增持

— iShares Core MSCI Total Intl S

+$132.8K

12,362 +5%

增持

EEMV iShares MSCI Emerging Markets

+$129.0K

11,234 +14%

减持

HYS Pimco 0-5 Year High Yield Corp

-$115.6K

4,862 -21%

减持

COST Costco Wholesale Corp

-$114.8K

228 -37%

减持

ESGU iShares ESG Aware MSCI USA ETF

+$110.9K

12,122 -3%

减持

RGLD Royal Gold Inc

-$108.2K

1,581 -34%

减持

VIG Vanguard Dividend Appreciation

+$100.2K

18,825 -3%

增持

VTIP Vanguard ST Inflation Protecte

+$98.9K

56,785 +3%

增持

EEM iShares MSCI Emerging Markets

+$94.8K

20,557 +0%

增持

SCHP Schwab US Tips ETF

+$94.6K

111,823 +4%

减持

IVE iShares Trust S&P 500/Barra Va

-$86.3K

4,213 -12%

增持

— Meta Platforms Inc

+$80.3K

494 +0%

减持

SCHA Schwab US Small Cap ETF

+$78.8K

47,817 -1%

增持

VXUS Vanguard Total International S

+$72.8K

8,422 +3%

减持

SCHV Schwab US Large Cap Value ETF

-$52.2K

42,918 -8%

增持

— Alphabet Inc Cl C

+$46.9K

2,216 +0%

减持

— Exxon Mobil Corporation

-$46.6K

4,145 -0%

增持

GSLC Goldman Sachs Active Beta ETF

+$43.5K

3,827 +0%

减持

DFAR Dimensional US Real Estate ETF

-$38.0K

64,510 -1%

增持

IJS iShares S&P Small Cap 600 Valu

+$35.3K

4,707 +6%

增持

SCHD Schwab US Dividend Equity ETF

+$32.8K

40,069 +9%

减持

FNDX Schwab Fundamental Large Cap I

-$31.3K

16,538 -11%

减持

AMZN Amazon Communications

+$25.4K

2,140 -8%

减持

FNDA Schwab Fundamental US Small Co

-$23.8K

20,850 -8%

增持

SCHH Schwab US REIT ETF

-$19.8K

122,020 +1%

增持

— MasterCard Inc

+$14.2K

1,019 +0%

增持

BND Vanguard Total Bond Market ETF

+$3.1K

10,875 +0%

减持

SCHZ Schwab US Aggregate Bond ETF

+$1.3K

116,995 -0%

减持

IJJ iShares S&P Mid Cap 400 Value

-$351

6,471 -3%

清仓

— Vantage Drilling Company

+$0

0 -100%