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JDM Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JDM Financial Group LLC
报告期 2026-03-31 · CIK 0001960212
持仓数
318
前50大市值合计
$249.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 115 项
建仓 16
增持 39
减持 44
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500 ETF
+$1.2M
71,888
-2%
减持
AAPL
APPLE INC
+$685.3K
22,126
-3%
减持
IVV
ISHARES S&P 500 INDEX
+$302.4K
31,444
-4%
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。
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$299.9K
257,617
-4%
减持
SPY
SPDR S&P 500 ETF TRUST
+$275.4K
11,514
-1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$219.0K
27,917
+4%
增持
NVDA
NVIDIA CORPORATION COM
+$178.6K
1,357
+0%
减持
SPG
SIMON PROPERTY GROUP INC
-$141.5K
3,646
-22%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$129.1K
68,177
-5%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$118.5K
15,637
+46%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$116.9K
15,294
+46%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$96.1K
12,772
+46%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$92.1K
18,354
-13%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$78.8K
112,095
-1%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$68.4K
9,156
+46%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$68.0K
9,113
+46%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$58.3K
61,892
-5%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$55.4K
76,461
-2%
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$52.5K
210
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$52.4K
813
+194%
减持
DIA
SPDR DOW JONES INDUSTRIAL ETF
-$48.4K
2,436
-6%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$46.0K
89,642
-6%
建仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$43.7K
400
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$43.4K
74,922
-5%
减持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
-$39.8K
2,061
-28%
减持
JNJ
JOHNSON & JOHNSON COM
-$39.7K
282
-40%
减持
GOOGL
GOOGLE INC
+$33.6K
2,280
-1%
减持
MSFT
MICROSOFT
+$31.8K
697
-1%
增持
VNQ
VANGUARD REIT INDEX ETF
+$31.0K
39,544
+0%
减持
AMZN
AMAZON.COM INC
+$29.0K
2,070
-6%
减持
KO
COCA COLA CO COM
-$28.0K
218
-67%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$27.4K
8,447
+0%
清仓
TSLA
TESLA MOTORS INC
-$26.6K
0
-100%
建仓
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
+$25.3K
1,810
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$23.3K
877
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$23.3K
871
-8%
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$22.3K
640
减持
PFE
PFIZER INC COM
-$20.7K
557
-34%
减持
EFA
ISHARES MSCI EAFE ETF
+$19.1K
7,540
-5%
减持
MCD
MCDONALDS CORP COM
-$17.1K
33
-67%
增持
PANW
PALO ALTO NETWORKS INC COM
+$16.7K
243
+7%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$16.4K
7,505
-7%
建仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
+$15.5K
156
建仓
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$15.3K
461
减持
PG
PROCTER AND GAMBLE CO COM
-$14.7K
352
-20%
清仓
CWI
STREETTRACKS INDEX SHS FDS MSCI ACWI EX US ETF
-$14.4K
0
-100%
减持
VO
VANGUARD MID CAP
+$13.8K
30,517
-3%
清仓
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$13.4K
0
-100%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$12.3K
4,854
-9%
减持
QQQ
POWERSHARES QQQ TR
+$12.3K
419
-9%
减持
AMGN
AMGEN INC
-$12.0K
231
-11%
增持
VV
VANGUARD LARGE-CAP ETF
+$11.8K
900
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$11.6K
740
+0%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$11.4K
374
+0%
增持
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
+$11.3K
4,381
+4%
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$10.9K
160
减持
MRK
MERCK & CO INC COM
-$9.5K
400
-15%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$9.4K
0
-100%
建仓
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$8.3K
142
增持
V
VISA INC
+$8.2K
166
+19%
减持
SRE
SEMPRA ENERGY
-$7.8K
700
-5%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$7.4K
90
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$7.1K
164
-23%
清仓
KBH
KB HOME COM
-$6.4K
0
-100%
减持
MET
METLIFE INC COM
-$5.8K
250
-11%
建仓
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$5.4K
46
增持
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
+$5.3K
251
+218%
建仓
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$5.2K
205
建仓
ARTY
ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF
+$5.1K
161
增持
UNH
UNITEDHEALTH GROUP INC COM
+$4.9K
26
+86%
清仓
TSN
TYSON FOODS INC CL A
-$4.9K
0
-100%
清仓
MAS
MASCO CORP COM
-$4.7K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$4.6K
12
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$4.5K
1,349
+0%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$4.1K
0
-100%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$4.1K
6
增持
VTV
VANGUARD VALUE ETF
-$3.9K
1,874
+0%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$3.9K
37
-36%
增持
NEE
NEXTERA ENERGY INC COM
+$3.6K
95
+111%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$3.5K
12,345
-3%
增持
DIS
DISNEY WALT CO COM
+$3.5K
100
+33%
建仓
URNM
SPROTT URANIUM MINERS ETF
+$3.5K
111
清仓
—
MIRATI THERAPEUTICS INC COM
-$3.4K
0
-100%
减持
TGT
TARGET CORP COM
-$3.2K
60
-32%
减持
JPM
JPMORGAN CHASE & CO COM
-$2.5K
60
-22%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$2.5K
0
-100%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$2.4K
156
-17%
减持
VB
VANGUARD SMALL-CAP ETF
+$2.4K
32,262
-3%
增持
GILD
GILEAD SCIENCES INC COM
-$2.4K
1,121
+1%
减持
—
EATON CORP PLC SHS
-$2.3K
100
-19%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$2.2K
250
+23%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.2K
603
+0%
减持
TXN
TEXAS INSTRS INC COM
-$2.1K
216
-16%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$2.0K
596
+0%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$1.9K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.9K
435
+15%
建仓
AFRM
AFFIRM HLDGS INC COM CL A
+$1.9K
167
增持
IWN
ISHARES RUSSELL 2000 VALUE
-$1.7K
1,303
+0%
增持
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
+$1.4K
468
+5%
增持
BFEB
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
+$1.3K
463
+3%
清仓
PSI
INVESCO DYNAMIC SEMICONDUCTORS ETF
-$1.3K
0
-100%
增持
IFN
INDIA FUND INC
+$1.3K
602
+14%
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$1.1K
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.1K
614
+1%
增持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$1.0K
134
+1%
清仓
NFLX
NETFLIX INC COM
-$590
0
-100%
增持
PGF
INVESCO FINANCIAL PREFERRED ETF
+$505
1,572
+1%
增持
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
+$329
61
+2%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$288
208
+0%
清仓
NIO
NIO INC SPON ADS
-$273
0
-100%
增持
PBW
POWERSHARES WILDERHILL CLEAN ENERGY
+$170
67
+2%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
-$149
214
-9%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$146
41
+8%
清仓
—
ACTIVISION BLIZZARD INC COM
-$77
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$57
4,377
-2%
