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

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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 72 项建仓 13增持 39减持 16清仓 4

方向

标的

Δ市值

现股数(环比)

增持

VOO VANGUARD S&P 500 ETF

+$2.9M

74,266 +4%

建仓

TAXX BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF

+$1.2M

24,921

增持

AAPL APPLE INC

+$808.0K

20,538 +0%

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。

建仓

PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE

+$763.9K

21,447

增持

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

+$736.0K

311,841 +10%

增持

IVV ISHARES S&P 500 INDEX

+$731.6K

32,267 +0%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$722.7K

81,213 +3%

减持

— ISHARES IBONDS DEC 2024 TERM TREASURY ETF

-$456.5K

27 -100%

减持

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF

-$450.8K

456 -98%

增持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

+$411.0K

130,882 +5%

增持

NVDA NVIDIA CORPORATION COM

+$359.4K

11,001 +792%

增持

VNQ VANGUARD REIT INDEX ETF

+$306.8K

49,848 +11%

建仓

VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF

+$301.3K

3,031

建仓

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF

+$278.9K

13,049

建仓

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF

+$276.4K

13,839

建仓

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF

+$275.9K

14,312

建仓

PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY

+$265.7K

7,790

减持

SPY SPDR S&P 500 ETF TRUST

+$236.5K

11,333 -0%

增持

VB VANGUARD SMALL-CAP ETF

+$206.4K

38,335 +7%

增持

QQQ POWERSHARES QQQ TR

+$195.5K

2,438 +11%

建仓

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF

+$190.7K

1,838

减持

SPYM SPDR PORTFOLIO S&P 500 ETF

+$173.2K

76,320 -0%

建仓

XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

+$140.3K

2,790

增持

VO VANGUARD MID CAP

+$137.3K

35,441 +5%

增持

QQQM INVESCO NASDAQ 100 ETF

+$118.3K

4,201 +8%

减持

DIA SPDR DOW JONES INDUSTRIAL ETF

-$116.7K

1,504 -15%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$95.7K

73,084 -2%

增持

AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF

+$90.8K

11,499 +27%

减持

IWM ISHARES RUSSELL 2000 ETF

-$87.4K

4,096 -6%

增持

GOOGL GOOGLE INC

+$69.8K

2,117 +1%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$46.1K

62,239 +0%

减持

IWN ISHARES RUSSELL 2000 VALUE

-$41.8K

1,049 -17%

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

-$41.4K

98,804 +2%

增持

IEFA ISHARES CORE MSCI EAFE ETF

-$40.9K

28,079 +0%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$38.3K

18,264 +0%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$35.4K

1,695 +61%

增持

AMZN AMAZON.COM INC

+$31.5K

2,118 +1%

增持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$23.5K

293 +79%

减持

SCZ ISHARES MSCI EAFE SMALL CAP ETF

-$22.3K

1,789 -15%

增持

MSFT MICROSOFT

+$22.2K

700 +1%

建仓

AVXC AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF

+$17.5K

334

减持

EFA ISHARES MSCI EAFE ETF

-$15.0K

7,171 -1%

增持

SPG SIMON PROPERTY GROUP INC

-$14.5K

3,713 +0%

增持

URTH ISHARES MSCI WORLD ETF

+$12.6K

3,093 +1%

增持

SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-$11.5K

7,679 +0%

建仓

GEV GE VERNOVA INC COM

+$11.5K

67

减持

EEM ISHARES MSCI EMERGING MARKETS ETF

+$11.4K

11,662 -1%

清仓

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$11.0K

0 -100%

增持

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$10.5K

377 +0%

增持

SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF

-$9.9K

4,906 +0%

建仓

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF

+$9.6K

170

减持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

-$9.2K

128 -46%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$8.4K

727 +16%

减持

VBK VANGUARD SMALL-CAP GROWTH ETF

-$7.7K

303 -5%

清仓

JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF

-$7.3K

0 -100%

减持

IWO ISHARES RUSSELL 2000 GROWTH ETF

-$5.7K

17 -55%

建仓

AVLV AVANTIS U.S. LARGE CAP VALUE ETF

+$5.0K

79

增持

GILD GILEAD SCIENCES INC COM

-$4.5K

1,179 +1%

减持

CVS CVS HEALTH CORP COM

-$4.4K

90 -26%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$3.5K

250 -20%

增持

CVX CHEVRON CORP NEW COM

+$2.0K

247 +6%

清仓

PBW POWERSHARES WILDERHILL CLEAN ENERGY

-$1.6K

0 -100%

增持

IWD ISHARES RUSSELL 1000 VALUE ETF

-$837

214 +0%

增持

PGF INVESCO FINANCIAL PREFERRED ETF

-$459

1,700 +2%

增持

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF

+$331

1,356 +0%

增持

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

+$277

622 +1%

增持

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

+$220

622 +1%

增持

ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF

-$170

163 +1%

增持

EWH ISHARES INC MSCI HONG KONG INDEX FD

-$118

772 +1%

增持

IEV ISHARES EUROPE ETF

+$106

330 +2%

增持

IEUS ISHARES MSCI EUROPE SMALL-CAP ETF

+$50

110 +2%

清仓

IOO ISHARES GLOBAL 100 ETF

-$43

0