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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 138 项
建仓 14
增持 40
减持 30
清仓 54
方向
标的
Δ市值
现股数(环比)
增持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$5.2M
235,158
+10%
减持
XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
-$5.0M
252,185
-28%
减持
VOO
VANGUARD S&P 500 ETF
+$3.1M
65,784
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。
-1%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$2.4M
422,738
+4%
减持
IVV
ISHARES S&P 500 INDEX
+$1.4M
24,404
-0%
增持
VO
VANGUARD MID CAP
+$1.2M
41,139
+3%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.1M
200,763
+5%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.0M
45,621
+3%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$835.2K
7,814
+61%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$784.8K
48,480
+2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$545.3K
9,318
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$511.9K
10,369
+0%
减持
TAXX
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF
-$465.6K
19,312
-33%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$347.5K
56,469
-0%
增持
AAPL
APPLE INC
-$332.3K
19,836
+0%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$319.1K
39,722
-7%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$263.7K
47,325
-2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$198.3K
22,900
+1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$158.1K
40,702
-1%
减持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
-$156.4K
37,508
-15%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$154.0K
12,873
-19%
建仓
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$142.0K
3,808
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$127.5K
1,814
+13%
增持
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
+$124.3K
40,843
+0%
增持
SPG
SIMON PROPERTY GROUP INC
+$114.0K
3,357
+31%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$86.1K
17,799
+13%
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$83.8K
48,466
-1%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$80.9K
65,699
-0%
增持
AMZN
AMAZON.COM INC
+$75.0K
2,345
+2%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$71.4K
12,765
-1%
增持
VNQ
VANGUARD REIT INDEX ETF
+$69.5K
70,441
+3%
增持
AVGO
BROADCOM INC COM
+$54.8K
398
+21%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$53.4K
3,269
+0%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$53.2K
1,493
+0%
增持
TSLA
TESLA MOTORS INC
+$48.5K
674
+5%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$44.2K
2,441
-15%
清仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$43.8K
0
-100%
增持
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
+$38.6K
6,980
+11%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$37.0K
125
-54%
减持
IFEB
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY
+$24.5K
17,122
-1%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$24.2K
379
+0%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$22.6K
8,462
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$15.9K
258
+13%
建仓
COF
CAPITAL ONE FINL CORP COM
+$15.3K
72
清仓
—
DISCOVER FINANCIAL SERVICES LLC
-$12.8K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$12.6K
594
+0%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$12.3K
6,663
+0%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$10.8K
0
-100%
建仓
IMAY
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY
+$10.3K
365
减持
GS
GOLDMAN SACHS GROUP INC COM
+$10.2K
80
-6%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$9.7K
270
+59%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
+$8.6K
930
+0%
增持
CSCO
CISCO SYS INC
+$8.5K
555
+14%
增持
GLD
SPDR GOLD ETF
+$7.5K
171
+10%
增持
CAT
CATERPILLAR INC COM
+$7.4K
31
+121%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$7.2K
3,186
-2%
清仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
-$7.1K
0
-100%
减持
FEZ
SPDR EURO STOXX 50 ETF
-$7.0K
69
-66%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$6.6K
155
+150%
清仓
DLR
DIGITAL RLTY TR INC COM
-$6.4K
0
-100%
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$5.4K
60
建仓
EAPR
INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
+$5.1K
184
建仓
RGLD
ROYAL GOLD INC COM
+$4.8K
27
减持
HD
HOME DEPOT
-$4.8K
77
-14%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$4.5K
641
+1%
建仓
XME
SPDR S&P METALS & MINING ETF
+$4.4K
66
增持
MOO
MARKET VECTORS ETF TRUST AGRIBUSINESS
+$4.3K
104
+108%
建仓
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$4.1K
84
增持
XLE
ENERGY SELECT SECTOR SPDR
-$4.0K
504
+1%
建仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
+$3.9K
44
建仓
VDE
VANGUARD ENERGY ETF
+$3.8K
32
增持
MRNA
MODERNA INC COM
+$3.3K
150
+400%
清仓
ORCL
ORACLE CORP COM
-$2.9K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO COM
-$2.4K
0
-100%
清仓
CRM
SALESFORCE COM
-$2.4K
0
-100%
减持
WFC
WELLS FARGO CO NEW COM
+$2.4K
465
-4%
清仓
RUN
SUNRUN INC COM
-$2.3K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$2.1K
30
-19%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$2.0K
10
-9%
减持
PANW
PALO ALTO NETWORKS INC COM
+$2.0K
312
-3%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$1.8K
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC COM
-$1.8K
0
-100%
清仓
BX
BLACKSTONE INC COM
-$1.8K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP COM
-$1.8K
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$1.7K
0
-100%
减持
AFL
AFLAC INC COM
-$1.7K
56
-18%
清仓
CTAS
CINTAS CORP COM
-$1.6K
0
-100%
清仓
TRGP
TARGA RES CORP COM
-$1.6K
0
-100%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.5K
218
+0%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$1.4K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO COM
-$1.4K
0
-100%
建仓
ICOP
ISHARES COPPER AND METALS MINING ETF
+$1.4K
46
清仓
INTC
INTEL CORP COM
-$1.4K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY CL A
-$1.3K
0
-100%
清仓
ADSK
AUTODESK INC COM
-$1.3K
0
-100%
清仓
HWM
HOWMET AEROSPACE INC COM
-$1.3K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$1.3K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC COM
-$1.2K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP COM
-$1.2K
0
-100%
清仓
—
AON PLC SHS CL A
-$1.2K
0
-100%
清仓
OKE
ONEOK INC NEW COM
-$1.2K
0
-100%
清仓
MMM
3M CO COM
-$1.2K
0
-100%
建仓
CPER
UNITED STATES COPPER INDEX FUND
+$1.2K
37
清仓
MS
MORGAN STANLEY COM NEW
-$1.2K
0
-100%
清仓
GLW
CORNING INC COM
-$1.1K
0
-100%
清仓
WAB
WABTEC COM
-$1.1K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$1.1K
29
-15%
减持
DIS
DISNEY WALT CO COM
+$1.0K
110
-14%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$1.0K
0
-100%
建仓
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$994
12
建仓
HAUS
RESIDENTIAL REIT ETF
+$982
54
清仓
CFG
CITIZENS FINL GROUP INC COM
-$942
0
-100%
清仓
CMI
CUMMINS INC COM
-$940
0
-100%
清仓
LNG
CHENIERE ENERGY INC COM NEW
-$926
0
-100%
清仓
XEL
XCEL ENERGY INC COM
-$920
0
-100%
清仓
KVUE
KENVUE INC COM
-$911
0
-100%
清仓
MTB
M & T BK CORP COM
-$894
0
-100%
清仓
APD
AIR PRODS & CHEMS INC COM
-$885
0
-100%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$881
0
-100%
增持
IFN
INDIA FUND INC
+$877
758
+3%
清仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$876
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL COM
-$847
0
-100%
清仓
QFLR
INNOVATOR NASDAQ-100 MANAGED FLOOR ETF
-$837
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$828
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$737
0
-100%
清仓
VST
VISTRA CORP COM
-$705
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$691
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC COM
-$566
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC COM SER A
-$558
0
-100%
减持
—
CARNIVAL CORP PAIRED CTF
+$371
100
-20%
清仓
WAT
WATERS CORP COM
-$369
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$353
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
-$283
660
+1%
减持
BLK
BLACKROCK INC COM
-$146
17
-11%
增持
PGF
INVESCO FINANCIAL PREFERRED ETF
+$88
1,805
+2%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$0
0
清仓
HPQ
HP INC COM
+$0
0
清仓
KMB
KIMBERLY-CLARK CORP COM
+$0
0