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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 97 项
建仓 6
增持 38
减持 51
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VEA
Vanguard MSCI EAFE ETF
+$14.5M
6,204,833
-0%
增持
DFSV
Dimensional US Small Cap Value
+$13.1M
5,832,420
+4%
增持
DFIC
DFA International Core Equity
+$12.1M
4,432,470
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
VOO
Vanguard S&P 500 ETF
+$10.2M
1,339,289
-1%
增持
DFEM
Dimensional Emerging Markets C
+$4.7M
2,129,625
+4%
增持
DFGR
Dimensional Global Real Estate
+$4.4M
5,701,658
+6%
减持
SCHX
Schwab US Large Cap ETF
-$4.1M
8,445,906
-4%
减持
SCHE
Schwab Emerging Markets
-$2.4M
964,691
-5%
减持
IWR
iShares Russell Midcap
-$2.3M
868,158
-2%
增持
VO
Vanguard Mid Cap Vipers
+$1.6M
1,350,785
+2%
减持
VWO
Vanguard MSCI Emerging Markets
-$1.3M
2,882,279
-0%
减持
SCHF
Schwab International Equity ET
+$1.3M
4,240,654
-2%
减持
SCHM
Schwab US Mid Cap ETF
-$1.3M
3,148,832
-3%
减持
IWB
iShares Russell 1000 Index Fun
-$1.1M
36,970
-9%
减持
IWP
iShares Russell Midcap Growth
-$1.0M
113,520
-2%
减持
MSFT
Microsoft Corp
-$996.2K
3,820
-30%
减持
SPY
SPDR S&P 500 ETF Trust
-$766.8K
254,100
-3%
减持
VUG
Vanguard Growth Vipers
-$714.3K
26,912
-7%
增持
VNQ
Vanguard REIT Vipers
-$682.1K
247,483
+0%
减持
SCHP
Schwab US Tips ETF
-$671.8K
91,684
-20%
减持
VOT
Vanguard Mid Cap Growth Index
-$649.7K
26,029
-3%
减持
SCHB
Schwab US Broad Market ETF
-$563.5K
296,375
-9%
增持
—
SPDR S&P Dividend ETF
+$557.8K
6,176
+187%
建仓
COST
Costco Wholesale Corp
+$455.3K
528
增持
VTV
Vanguard Value
+$387.6K
49,185
+2%
增持
VNQI
Vanguard Global Ex US Real Est
-$375.0K
206,702
+0%
减持
ESGD
iShares ESG Aware MSCI EAFE ET
-$344.4K
27,643
-14%
减持
VV
Vanguard Large Cap
-$331.2K
147,550
-3%
减持
IWV
iShares Russell 3000 Index
-$315.7K
7,267
-12%
建仓
BPRE
Bluerock Private Real Estate F
+$311.8K
20,785
减持
VEU
Vanguard FTSE All-World EX-US
+$296.4K
220,615
-1%
增持
SCHA
Schwab US Small Cap ETF
+$292.0K
57,739
+19%
清仓
HYS
Pimco 0-5 Year High Yield Corp
-$285.5K
0
-100%
增持
EFA
iShares MSCI EAFE Index Fund
+$285.1K
43,803
+4%
增持
IWM
iShares Russell 2000 Index
+$282.3K
31,219
+2%
减持
IBIT
iShares Bitcoin
-$276.1K
5,340
-36%
清仓
—
Meta Platforms Inc
-$259.1K
0
-100%
建仓
UNP
Union Pacific Corp
+$231.3K
1,000
减持
VTI
Vanguard Total Stock Market Vi
-$230.1K
150,646
-3%
减持
IVV
iShares Trust S&P 500 Index
+$228.3K
41,070
-1%
增持
—
SPDR Gold Shares
+$222.3K
2,527
+15%
减持
SCHH
Schwab US REIT ETF
-$221.0K
116,416
-5%
建仓
—
Akre Focus ETF
+$218.4K
3,334
减持
VBR
Vanguard Small Cap Value
-$212.0K
388,085
-2%
建仓
EFV
iShares MSCI EAFE Value Index
+$203.3K
2,847
建仓
MRK
Merck & Co Inc
+$202.6K
1,925
减持
ESGU
iShares ESG Aware MSCI USA ETF
-$197.5K
10,399
-13%
增持
EEM
iShares MSCI Emerging Markets
+$192.9K
23,441
+15%
增持
DFAS
Dimensional US Small Cap ETF
+$191.3K
94,533
+1%
增持
IJH
iShares S&P Mid Cap 400 Index
+$189.2K
17,491
+18%
减持
ESGE
iShares ESG Aware MSCI ETF
-$187.2K
33,148
-13%
减持
IWF
iShares Russell 1000 Growth
-$176.0K
34,995
-2%
减持
—
Alphabet Inc Cl C
-$167.3K
1,120
-47%
减持
—
Dimensional International Valu
+$163.3K
48,474
-1%
增持
FNDX
Schwab Fundamental Large Cap I
+$141.9K
22,493
+26%
减持
GSLC
Goldman Sachs Active Beta ETF
-$119.6K
2,865
-25%
减持
—
IShares Core MSCI Emerging ETF
-$115.7K
25,299
-8%
减持
—
Invesco QQQ Trust
+$111.9K
12,725
-1%
增持
FNDF
Schwab Fundamental Intl Large
+$102.5K
10,313
+22%
减持
VB
Vanguard Small Cap
-$96.5K
19,782
-3%
减持
IWS
iShares Russell Midcap Value
-$94.1K
74,632
-2%
增持
—
SPDR S&P 500 Value ETF
+$93.2K
6,695
+29%
减持
JNJ
Johnson & Johnson
-$87.7K
1,652
-29%
增持
AAPL
Apple Inc
+$87.4K
5,067
+0%
增持
IVW
iShares Tr S&P 500/Barra Growt
+$86.8K
28,132
+0%
增持
IJJ
iShares S&P Mid Cap 400 Value
+$86.6K
7,771
+8%
增持
IJR
iShares Trust S&P SmallCap 600
+$71.7K
27,401
+1%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$71.4K
103,504
+3%
增持
—
iShares Core MSCI EAFE ETF
+$71.3K
20,094
+2%
增持
XLK
Sector SPDR Technology Select
+$70.3K
26,153
+100%
减持
VIG
Vanguard Dividend Appreciation
-$68.3K
18,526
-3%
增持
FNDA
Schwab Fundamental US Small Co
+$67.9K
22,774
+9%
减持
VOE
Vanguard Mid Cap Value
-$63.2K
59,509
-2%
减持
IWD
iShares Russell 1000 Value Ind
+$59.9K
24,833
-2%
增持
VTIP
Vanguard ST Inflation Protecte
-$55.1K
55,487
+0%
减持
SCHD
Schwab US Dividend Equity ETF
-$55.0K
66,964
-3%
增持
DFAR
Dimensional US Real Estate ETF
-$38.3K
66,832
+2%
减持
TDG
TransDigm Group Inc
-$33.8K
483
-6%
减持
IWN
iShares Russell 2000 Value
+$33.7K
10,599
-1%
减持
SCHG
Schwab US Large Cap Growth ETF
+$28.8K
259,882
-2%
增持
IJS
iShares S&P Small Cap 600 Valu
+$25.2K
3,842
+3%
增持
BRK/B
Berkshire Hathaway Cl B
+$23.8K
4,201
+1%
增持
SCHV
Schwab US Large Cap Value ETF
+$21.7K
42,933
+0%
增持
—
SPDR S&P 500 Growth ETF
+$18.3K
2,136
+6%
增持
VXUS
Vanguard Total International S
+$16.9K
8,388
+0%
减持
DVY
iShares DJ Select Dividend Ind
-$14.3K
11,177
-0%
增持
AGG
iShares Core US Aggregate Bond
+$12.5K
20,633
+1%
减持
VT
Vanguard Total World Stock Ind
-$11.4K
4,921
-4%
减持
IWO
iShares Russell 2000 Growth
+$9.5K
6,663
-0%
减持
DMXF
iShares ESG Advanced MSCI EAFE
-$8.8K
9,190
-0%
减持
TIP
iShares Barclays US Treasury I
-$7.7K
4,007
-1%
增持
—
Fidelity National Information
+$5.1K
3,419
+2%
增持
BND
Vanguard Total Bond Market ETF
+$4.9K
10,991
+1%
增持
—
Vanguard Total International B
+$3.4K
38,509
+3%
减持
VBK
Vanguard Small Cap Growth
-$2.6K
935
-2%
减持
EEMV
iShares MSCI Emerging Markets
+$2.2K
11,283
-0%
减持
IVE
iShares Trust S&P 500/Barra Va
+$1.2K
3,783
-2%
