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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 42
增持 60
减持 36
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$19.9M
183,000
+9856%
增持
XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
+$14.4M
288,253
+10232%
减持
IVV
ISHARES S&P 500 INDEX
-$3.4M
24,772
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。
-23%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$2.6M
46,661
-43%
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$2.0M
80,387
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.9M
19,320
增持
VO
VANGUARD MID CAP
+$1.8M
39,183
+11%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.7M
42,528
+11%
增持
VNQ
VANGUARD REIT INDEX ETF
+$1.7M
59,890
+20%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$1.6M
334,927
+7%
减持
VOO
VANGUARD S&P 500 ETF
-$1.6M
67,404
-9%
建仓
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
+$1.6M
35,308
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.6M
156,997
+20%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$1.5M
49,906
-35%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$1.5M
63,316
-36%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.2M
42,088
-42%
增持
AAPL
APPLE INC
+$544.7K
20,903
+2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$527.0K
9,831
-13%
清仓
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$424.6K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$285.7K
12,053
-34%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$249.5K
22,936
-18%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$200.0K
5,239
-39%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$172.8K
964
建仓
TSLA
TESLA MOTORS INC
+$166.1K
635
减持
VV
VANGUARD LARGE-CAP ETF
-$163.7K
241
-74%
减持
URTH
ISHARES MSCI WORLD ETF
-$140.0K
2,015
-35%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$121.6K
4,728
+13%
减持
SPG
SIMON PROPERTY GROUP INC
-$113.1K
2,666
-28%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$108.7K
3,270
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$82.7K
839
+12%
建仓
SCHH
SCHWAB U.S. REIT ETF
+$74.8K
3,227
建仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$51.6K
1,244
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$50.3K
1,207
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$49.9K
246
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$48.5K
0
-100%
减持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
-$47.4K
928
-48%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$46.9K
108
-64%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC COM NEW
+$46.7K
3,500
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$46.5K
3,752
-24%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$45.8K
140
-65%
减持
IWN
ISHARES RUSSELL 2000 VALUE
-$45.5K
685
-35%
减持
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
-$44.0K
6,290
-19%
减持
DIA
SPDR DOW JONES INDUSTRIAL ETF
+$42.2K
1,490
-1%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$42.1K
85
减持
NVDA
NVIDIA CORPORATION COM
-$38.7K
10,871
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$38.1K
714
+4%
清仓
—
PERSPECTIVE THERAPEUTICS INC COM NEW
-$37.5K
0
-100%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$35.4K
1,433
+6%
增持
JNJ
JOHNSON & JOHNSON COM
+$33.6K
462
+64%
建仓
META
META PLATFORMS INC CL A
+$29.8K
52
增持
ABNB
AIRBNB INC COM CL A
-$29.0K
1,199
+0%
减持
EFA
ISHARES MSCI EAFE ETF
+$28.4K
7,056
-2%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$27.0K
163
-74%
增持
MSFT
MICROSOFT
+$24.5K
784
+12%
增持
GOOGL
GOOGLE INC
-$23.8K
2,182
+3%
建仓
ED
CONSOLIDATED EDISON INC COM
+$22.1K
212
减持
OEF
ISHARES TR S&P 100 INDEX FUND
-$21.2K
100
-46%
增持
PG
PROCTER AND GAMBLE CO COM
+$20.9K
456
+30%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$20.4K
0
-100%
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$20.3K
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
+$20.2K
1,206
+2%
减持
QQQ
POWERSHARES QQQ TR
-$18.1K
2,356
-3%
建仓
HON
HONEYWELL INTL INC COM
+$17.4K
84
建仓
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE FUND
+$16.7K
150
建仓
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$16.6K
173
增持
ABT
ABBOTT LABS COM
+$16.4K
363
+51%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$15.9K
277
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$15.7K
57,947
-7%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$15.4K
108
增持
CVX
CHEVRON CORP NEW COM
+$14.8K
363
+47%
清仓
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$14.7K
0
-100%
建仓
BFOR
ALPS BARRON'S 400 ETF
+$14.3K
200
减持
BA
BOEING CO COM
-$14.0K
351
-5%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$13.3K
300
+33%
增持
—
EXXON MOBIL CORP COM
+$12.8K
3,552
+1%
增持
WMT
WALMART INC COM
+$12.5K
657
+10%
增持
SRE
SEMPRA ENERGY
+$11.9K
1,415
+1%
增持
COST
COSTCO WHOLESALE CORP
+$11.6K
179
+3%
建仓
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$11.5K
100
增持
AVGO
BROADCOM INC COM
+$11.0K
185
+1323%
增持
GE
GE AEROSPACE COM NEW
+$10.7K
285
+5%
建仓
SO
SOUTHERN CO COM
+$10.6K
117
减持
IBTL
ISHARES IBONDS DEC 2031 TERM TREASURY ETF
-$10.3K
12,778
-8%
减持
IBTK
ISHARES IBONDS DEC 2030 TERM TREASURY ETF
-$10.2K
13,255
-7%
增持
WM
WASTE MANAGEMENT INC
+$10.1K
103
+94%
增持
HD
HOME DEPOT
+$10.0K
90
+17%
清仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
-$10.0K
0
-100%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$9.8K
6,793
-12%
建仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$9.7K
252
增持
EQIX
EQUINIX INC COM
+$9.5K
67
+2%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$9.3K
2,258
-20%
减持
TAXX
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF
-$8.5K
24,425
-2%
建仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$8.5K
120
增持
UNH
UNITEDHEALTH GROUP INC COM
+$8.4K
37
+42%
增持
JPM
JPMORGAN CHASE & CO. COM
+$7.8K
65
+124%
增持
LLY
ELI LILLY & CO COM
+$7.7K
24
+60%
增持
GEV
GE VERNOVA INC COM
+$6.9K
72
+7%
减持
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
-$6.7K
12,313
-6%
增持
CVS
CVS HEALTH CORP COM
+$6.4K
187
+108%
建仓
EWC
ISHARES MSCI CANADA ETF
+$6.2K
150
清仓
IEUS
ISHARES MSCI EUROPE SMALL-CAP ETF
-$6.2K
0
-100%
建仓
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$6.0K
50
建仓
NVS
NOVARTIS AG ADR
+$5.8K
50
增持
KO
COCA COLA CO COM
+$5.4K
268
+23%
增持
V
VISA INC
+$5.4K
178
+7%
增持
AMZN
AMAZON.COM INC
+$5.1K
2,224
+5%
增持
MCD
MCDONALDS CORP COM
+$5.0K
44
+33%
建仓
INTC
INTEL CORP COM
+$4.9K
210
增持
DIS
DISNEY WALT CO COM
+$4.9K
128
+71%
增持
TXN
TEXAS INSTRS INC COM
+$4.6K
190
+7%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$4.5K
0
-100%
建仓
ABBV
ABBVIE INC COM
+$4.3K
22
增持
AMGN
AMGEN INC
+$4.3K
252
+2%
清仓
HAUZ
DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF
-$4.3K
0
-100%
增持
MA
MASTERCARD INC
+$4.0K
26
+30%
增持
PM
PHILIP MORRIS INTL INC
+$3.9K
95
+27%
清仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$3.9K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$3.8K
34
+17%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$3.7K
10,749
-8%
建仓
ORCL
ORACLE CORP COM
+$3.6K
21
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$3.5K
215
+0%
增持
RTX
RTX CORPORATION COM
+$3.4K
85
+23%
建仓
—
LINDE PLC SHS
+$3.3K
7
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$3.2K
9
增持
NFLX
NETFLIX INC COM
+$3.2K
14
+40%
增持
CAT
CATERPILLAR INC COM
+$3.2K
20
+43%
增持
—
EATON CORP PLC SHS
+$3.1K
104
+4%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$3.1K
37
+23%
建仓
PEP
PEPSICO INC COM
+$3.1K
18
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$3.0K
106
+19%
增持
TMUS
T-MOBILE US INC COM
+$3.0K
57
+14%
建仓
IBM
INTL BUSINESS MACHINES
+$2.9K
13
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$2.9K
625
+0%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$2.7K
10
-44%
建仓
NOW
SERVICENOW INC COM
+$2.7K
3
增持
C
CITIGROUP INC
+$2.7K
81
+113%
增持
NEE
NEXTERA ENERGY INC COM
+$2.6K
69
+53%
增持
CSCO
CISCO SYS INC
+$2.6K
187
+21%
建仓
SPGI
S&P GLOBAL INC COM
+$2.6K
5
增持
UNP
UNION PAC CORP COM
+$2.6K
27
+50%
建仓
CMCSA
COMCAST CORP NEW CL A
+$2.5K
61
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$2.5K
4
建仓
CRM
SALESFORCE COM
+$2.5K
9
建仓
AXP
AMERICAN EXPRESS CO COM
+$2.4K
9
增持
F
FORD MOTOR COMPANY
+$2.4K
326
+308%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.4K
263
+2%
清仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$2.4K
0
-100%
建仓
TJX
TJX COS INC NEW COM
+$2.4K
20
建仓
FISV
FISERV INC COM
+$2.3K
13
建仓
VZ
VERIZON COMMUNICATIONS
+$2.3K
52
