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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 97 项
建仓 5
增持 38
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VOO
Vanguard S&P 500 ETF
+$57.9M
1,354,883
-0%
增持
VO
Vanguard Mid Cap Vipers
+$19.4M
1,329,045
+0%
增持
DFSV
Dimensional US Small Cap Value
+$18.9M
5,613,124
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。
+3%
减持
VEA
Vanguard MSCI EAFE ETF
+$15.0M
6,226,335
-1%
减持
VWO
Vanguard MSCI Emerging Markets
+$13.3M
2,883,664
-0%
增持
DFGR
Dimensional Global Real Estate
+$12.2M
5,355,327
+7%
增持
DFIC
DFA International Core Equity
+$11.5M
4,290,310
+3%
减持
SCHX
Schwab US Large Cap ETF
+$9.4M
8,784,010
-3%
减持
SPY
SPDR S&P 500 ETF Trust
+$9.3M
261,255
-2%
增持
DFEM
Dimensional Emerging Markets C
+$7.3M
2,049,754
+4%
减持
VBR
Vanguard Small Cap Value
+$4.8M
394,828
-1%
减持
SCHM
Schwab US Mid Cap ETF
+$3.4M
3,237,135
-2%
减持
SCHF
Schwab International Equity ET
+$3.4M
4,324,179
-2%
减持
VV
Vanguard Large Cap
+$3.1M
151,952
-1%
增持
IVV
iShares Trust S&P 500 Index
+$2.4M
41,688
+2%
减持
IWR
iShares Russell Midcap
+$2.3M
889,118
-2%
减持
SCHE
Schwab Emerging Markets
+$2.1M
1,018,714
-4%
减持
VTI
Vanguard Total Stock Market Vi
+$1.5M
154,606
-5%
减持
IWF
iShares Russell 1000 Growth
+$1.2M
35,736
-2%
减持
VUG
Vanguard Growth Vipers
+$1.1M
28,864
-1%
减持
IWB
iShares Russell 1000 Index Fun
+$974.1K
40,792
-1%
增持
SCHD
Schwab US Dividend Equity ETF
+$830.0K
69,296
+73%
减持
VEU
Vanguard FTSE All-World EX-US
+$810.3K
223,232
-1%
增持
IWM
iShares Russell 2000 Index
+$808.8K
30,594
+0%
增持
—
Invesco QQQ Trust
+$797.6K
12,834
+2%
清仓
NFLX
NetFlix Inc
-$774.0K
0
-100%
增持
SCHG
Schwab US Large Cap Growth ETF
+$716.7K
264,761
+0%
增持
VOE
Vanguard Mid Cap Value
+$695.3K
60,822
+1%
增持
VNQI
Vanguard Global Ex US Real Est
+$645.3K
206,331
+3%
增持
—
Dimensional International Valu
+$541.0K
48,906
+22%
增持
DFAS
Dimensional US Small Cap ETF
+$446.6K
93,410
+0%
减持
VTV
Vanguard Value
+$405.4K
48,293
-1%
减持
SCHB
Schwab US Broad Market ETF
+$404.6K
324,285
-3%
增持
VB
Vanguard Small Cap
+$396.3K
20,447
+1%
增持
IUSG
iShares Core US Growth ETF
+$390.9K
26,307
+0%
建仓
EFG
iShares MSCI EAFE Growth Index
+$389.9K
3,424
清仓
—
JP Morgan Chase & Co
-$388.8K
0
-100%
减持
XLK
Sector SPDR Technology Select
+$375.1K
13,109
-0%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$371.5K
100,021
-15%
建仓
—
WidsomTree US Large Cap Divide
+$339.6K
3,902
增持
EFA
iShares MSCI EAFE Index Fund
+$329.8K
41,998
+5%
减持
VNQ
Vanguard REIT Vipers
+$324.8K
247,012
-1%
增持
IJR
iShares Trust S&P SmallCap 600
+$289.0K
27,109
+1%
建仓
—
SPDR S&P 500 Value ETF
+$287.2K
5,190
增持
VIG
Vanguard Dividend Appreciation
+$287.0K
19,185
+2%
清仓
RGLD
Royal Gold Inc
-$281.2K
0
-100%
减持
IWS
iShares Russell Midcap Value
+$259.3K
76,043
-3%
增持
IWO
iShares Russell 2000 Growth
+$255.1K
6,695
+1%
减持
AAPL
Apple Inc
+$249.8K
5,066
-0%
增持
IBIT
iShares Bitcoin
+$235.0K
8,326
+66%
减持
IWD
iShares Russell 1000 Value Ind
+$226.9K
25,362
-0%
增持
IWN
iShares Russell 2000 Value
+$226.3K
10,672
+1%
清仓
COST
Costco Wholesale Corp
-$226.1K
0
-100%
清仓
PANW
Palo Alto Networks Inc
-$220.2K
0
-100%
减持
VOT
Vanguard Mid Cap Growth Index
+$216.0K
26,942
-0%
建仓
IVOV
Vanguard S&P Mid Cap 400 Value
+$210.2K
2,086
建仓
—
SPDR S&P 500 Growth ETF
+$209.6K
2,006
清仓
ADP
Automatic Data Processing
-$208.2K
0
-100%
清仓
TXN
Texas Instruments Inc
-$207.6K
0
-100%
减持
IWV
iShares Russell 3000 Index
+$196.5K
8,252
-1%
减持
HYS
Pimco 0-5 Year High Yield Corp
-$176.4K
2,984
-39%
增持
ESGE
iShares ESG Aware MSCI ETF
+$165.0K
38,033
+0%
减持
—
IShares Core MSCI Emerging ETF
+$157.0K
27,552
-0%
增持
SCHA
Schwab US Small Cap ETF
+$142.6K
48,473
+1%
增持
AGG
iShares Core US Aggregate Bond
+$139.6K
20,433
+6%
增持
IJJ
iShares S&P Mid Cap 400 Value
+$136.4K
7,216
+12%
减持
—
Alphabet Inc Cl C
+$125.7K
2,130
-4%
增持
SCHP
Schwab US Tips ETF
+$117.1K
115,046
+3%
减持
—
SPDR S&P MidCap 400 ETF Trust
+$115.0K
7,053
-2%
减持
ESGU
iShares ESG Aware MSCI USA ETF
+$106.7K
11,997
-1%
减持
—
Meta Platforms Inc
-$105.4K
353
-29%
减持
EEM
iShares MSCI Emerging Markets
+$97.9K
20,403
-1%
减持
DVY
iShares DJ Select Dividend Ind
+$91.3K
11,202
-1%
增持
SCHH
Schwab US REIT ETF
+$71.0K
122,993
+1%
减持
JNJ
Johnson & Johnson
+$67.7K
2,317
-2%
增持
FNDF
Schwab Fundamental Intl Large
+$67.4K
8,468
+14%
增持
FNDX
Schwab Fundamental Large Cap I
+$64.3K
17,875
+8%
增持
SCHV
Schwab US Large Cap Value ETF
+$62.0K
42,925
+0%
减持
IJS
iShares S&P Small Cap 600 Valu
-$56.5K
3,723
-21%
增持
DFAR
Dimensional US Real Estate ETF
+$55.4K
65,780
+2%
减持
VTIP
Vanguard ST Inflation Protecte
-$55.1K
55,293
-3%
减持
AMZN
Amazon Communications
-$49.0K
1,915
-11%
增持
—
Vanguard Total International B
+$45.4K
37,553
+3%
增持
GSLC
Goldman Sachs Active Beta ETF
+$34.3K
3,829
+0%
减持
VXUS
Vanguard Total International S
+$34.0K
8,384
-0%
增持
SCZ
iShares MSCI EAFE Small Cap In
+$33.4K
7,541
+1%
减持
BRK/B
Berkshire Hathaway Cl B
+$27.2K
4,153
-2%
增持
TIP
iShares Barclays US Treasury I
+$26.4K
4,029
+5%
减持
IVE
iShares Trust S&P 500/Barra Va
-$22.2K
3,879
-8%
减持
ACWV
iShares MSCI All Country World
-$17.3K
1,738
-9%
增持
EEMV
iShares MSCI Emerging Markets
+$14.8K
11,285
+0%
减持
—
iShares Core MSCI EAFE ETF
-$10.2K
19,772
-5%
增持
BND
Vanguard Total Bond Market ETF
+$8.5K
10,881
+0%
减持
MSFT
Microsoft Corp
-$7.5K
5,490
-4%
减持
IWP
iShares Russell Midcap Growth
+$6.2K
116,185
-3%
减持
DMXF
iShares ESG Advanced MSCI EAFE
+$3.7K
9,236
-1%
减持
IJH
iShares S&P Mid Cap 400 Index
-$3.4K
14,790
-5%
