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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 96 项
建仓 4
增持 45
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFSV
Dimensional US Small Cap Value
+$25.1M
6,191,354
+6%
增持
DFGR
Dimensional Global Real Estate
+$18.0M
6,344,111
+11%
增持
DFIC
DFA International Core Equity
+$17.3M
4,786,293
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。
+8%
增持
VEA
Vanguard MSCI EAFE ETF
+$14.5M
6,275,829
+1%
减持
SCHX
Schwab US Large Cap ETF
-$13.6M
8,333,483
-1%
增持
DFEM
Dimensional Emerging Markets C
+$9.4M
2,312,160
+9%
增持
VO
Vanguard Mid Cap Vipers
+$9.1M
1,396,617
+3%
增持
VOO
Vanguard S&P 500 ETF
-$6.5M
1,394,763
+4%
增持
IWR
iShares Russell Midcap
+$5.5M
916,371
+6%
建仓
DFGX
Dimensional International Core
+$4.0M
76,369
增持
VWO
Vanguard MSCI Emerging Markets
+$3.4M
2,930,327
+2%
增持
VBR
Vanguard Small Cap Value
+$3.0M
392,210
+1%
减持
VV
Vanguard Large Cap
-$2.5M
147,066
-0%
减持
VTI
Vanguard Total Stock Market Vi
-$2.3M
150,404
-0%
增持
SPY
SPDR S&P 500 ETF Trust
-$1.8M
263,665
+4%
减持
IVV
iShares Trust S&P 500 Index
-$1.7M
40,441
-2%
减持
IVW
iShares Tr S&P 500/Barra Growt
-$1.7M
15,572
-45%
减持
IWF
iShares Russell 1000 Growth
-$1.7M
34,919
-0%
增持
VXUS
Vanguard Total International S
+$1.6M
28,619
+241%
减持
VUG
Vanguard Growth Vipers
-$1.5M
26,664
-1%
减持
SCHG
Schwab US Large Cap Growth ETF
-$1.1M
254,821
-2%
增持
IWP
iShares Russell Midcap Growth
-$860.4K
114,619
+1%
增持
VNQ
Vanguard REIT Vipers
+$725.7K
255,079
+3%
减持
SCHM
Schwab US Mid Cap ETF
+$662.1K
3,079,700
-2%
减持
IWB
iShares Russell 1000 Index Fun
-$628.3K
36,958
-0%
减持
—
SPDR S&P Dividend ETF
-$545.1K
2,154
-65%
减持
SCHE
Schwab Emerging Markets
-$527.6K
942,824
-2%
减持
MSFT
Microsoft Corp
-$526.2K
3,569
-7%
增持
SCHD
Schwab US Dividend Equity ETF
+$500.1K
76,169
+14%
增持
—
Dimensional International Valu
+$372.2K
52,880
+9%
增持
—
Invesco QQQ Trust
-$371.5K
12,900
+1%
减持
VOE
Vanguard Mid Cap Value
+$310.0K
58,960
-1%
增持
XLK
Sector SPDR Technology Select
-$289.5K
26,154
+0%
减持
IWM
iShares Russell 2000 Index
-$287.0K
29,830
-4%
增持
EEM
iShares MSCI Emerging Markets
+$285.3K
27,606
+18%
减持
IWS
iShares Russell Midcap Value
+$279.3K
74,147
-1%
建仓
DFAI
Dimensional Intl Core Equity M
+$252.4K
6,479
增持
VB
Vanguard Small Cap
+$228.8K
20,355
+3%
增持
SCHB
Schwab US Broad Market ETF
-$227.5K
300,653
+1%
清仓
—
Fidelity National Information
-$227.2K
0
-100%
建仓
—
Nextera Energy Inc
+$225.9K
2,432
清仓
VTEB
Vanguard Tax Exempt Bond Index
-$220.6K
0
-100%
清仓
—
Akre Focus ETF
-$218.4K
0
-100%
建仓
RGLD
Royal Gold Inc
+$206.9K
813
减持
AGG
iShares Core US Aggregate Bond
-$203.2K
18,713
-9%
减持
VTV
Vanguard Value
+$198.2K
48,889
-1%
减持
—
Exxon Mobil Corporation
+$194.1K
4,084
-1%
增持
VNQI
Vanguard Global Ex US Real Est
-$185.1K
209,001
+1%
减持
—
Alphabet Inc Cl A
-$174.8K
5,640
-2%
减持
TDG
TransDigm Group Inc
-$171.8K
406
-16%
增持
ITOT
iShares Core S&P Total US Stoc
+$160.6K
3,608
+52%
增持
VIG
Vanguard Dividend Appreciation
+$153.6K
19,647
+6%
增持
MRK
Merck & Co Inc
+$131.4K
2,777
+44%
减持
IWV
iShares Russell 3000 Index
-$129.7K
7,234
-0%
减持
VEU
Vanguard FTSE All-World EX-US
-$122.7K
214,457
-3%
减持
BRK/B
Berkshire Hathaway Cl B
-$122.5K
4,151
-1%
减持
EFG
iShares MSCI EAFE Growth Index
-$121.5K
2,411
-30%
增持
DFAR
Dimensional US Real Estate ETF
+$111.8K
69,444
+4%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$102.6K
99,754
-4%
增持
—
iShares Core MSCI Total Intl S
+$100.3K
13,234
+7%
减持
IJR
iShares Trust S&P SmallCap 600
+$99.9K
27,294
-0%
减持
DFAS
Dimensional US Small Cap ETF
+$97.9K
93,969
-1%
增持
VTIP
Vanguard ST Inflation Protecte
+$93.9K
56,822
+2%
减持
ESGU
iShares ESG Aware MSCI USA ETF
-$92.6K
10,300
-1%
增持
—
IShares Core MSCI Emerging ETF
+$83.8K
25,583
+1%
增持
AAPL
Apple Inc
-$82.5K
5,102
+1%
增持
—
Vanguard Russell 1000 Growth
+$81.3K
4,836
+31%
减持
SCHH
Schwab US REIT ETF
-$74.9K
109,682
-6%
减持
SCHF
Schwab International Equity ET
-$72.4K
4,116,077
-3%
减持
—
SPDR S&P MidCap 400 ETF Trust
-$69.6K
6,786
-4%
减持
VBK
Vanguard Small Cap Growth
-$53.4K
758
-19%
增持
ESGE
iShares ESG Aware MSCI ETF
+$51.5K
33,333
+1%
增持
FNDF
Schwab Fundamental Intl Large
+$48.8K
10,526
+2%
增持
IJH
iShares S&P Mid Cap 400 Index
+$46.6K
17,785
+2%
减持
GSLC
Goldman Sachs Active Beta ETF
-$44.5K
2,675
-7%
增持
IBIT
iShares Bitcoin
-$41.3K
5,825
+9%
增持
—
iShares Core MSCI EAFE ETF
+$40.4K
20,303
+1%
增持
SCHV
Schwab US Large Cap Value ETF
+$38.4K
42,939
+0%
减持
EFA
iShares MSCI EAFE Index Fund
+$35.8K
43,676
-0%
增持
FNDA
Schwab Fundamental US Small Co
+$28.0K
22,990
+1%
增持
XLF
SPDR Financial Select Sector E
+$27.9K
10,054
+18%
增持
ESGD
iShares ESG Aware MSCI EAFE ET
+$19.0K
27,688
+0%
减持
BPRE
Bluerock Private Real Estate F
+$17.8K
19,844
-5%
减持
IWD
iShares Russell 1000 Value Ind
-$17.3K
24,365
-2%
增持
FNDX
Schwab Fundamental Large Cap I
+$15.8K
22,545
+0%
增持
—
Vanguard Total International B
+$10.2K
38,937
+1%
减持
IJS
iShares S&P Small Cap 600 Valu
+$9.3K
3,767
-2%
减持
TIP
iShares Barclays US Treasury I
-$6.7K
3,930
-2%
减持
SCHP
Schwab US Tips ETF
-$6.7K
91,020
-1%
增持
DMXF
iShares ESG Advanced MSCI EAFE
+$5.6K
9,229
+0%
减持
EFV
iShares MSCI EAFE Value Index
+$5.5K
2,809
-1%
增持
VT
Vanguard Total World Stock Ind
-$5.3K
4,980
+1%
减持
PG
Procter & Gamble Co
-$5.1K
1,837
-3%
减持
SCZ
iShares MSCI EAFE Small Cap In
+$4.9K
7,519
-0%
减持
SCHA
Schwab US Small Cap ETF
-$4.2K
56,404
-2%
增持
BND
Vanguard Total Bond Market ETF
+$61
11,056
+1%
