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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 19
减持 57
清仓 53
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$12.0M
228,459
+111%
增持
VOO
VANGUARD S&P 500 ETF
-$4.9M
394,618
+578%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$3.4M
135,762
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
IJAN
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
+$3.0M
82,989
建仓
XTEN
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
+$3.0M
64,897
增持
VNQ
VANGUARD REIT INDEX ETF
-$2.6M
132,920
+1%
建仓
XSVN
BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF
+$2.4M
50,312
增持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$2.2M
104,059
+79%
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
-$1.8M
2,154
-95%
减持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
-$1.5M
216,631
-7%
减持
DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
-$1.5M
7,640
-82%
建仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$1.5M
59,502
建仓
KJAN
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
+$1.3M
30,733
增持
XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
+$1.2M
552,344
+5%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.2M
292,134
+40%
建仓
EJAN
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
+$1.1M
31,713
建仓
NJAN
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
+$1.1M
19,476
清仓
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
-$882.5K
0
-100%
减持
IFEB
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY
-$457.6K
761
-95%
建仓
AVIG
AVANTIS CORE FIXED INCOME ETF
+$415.6K
9,914
减持
NVDA
NVIDIA CORPORATION COM
-$345.2K
8,430
-13%
减持
IVV
ISHARES S&P 500 INDEX
-$335.0K
21,292
-4%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$260.4K
654,429
+20%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$251.5K
2,615
增持
VB
VANGUARD SMALL-CAP ETF
+$223.5K
90,503
+97%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$216.2K
34,947
-10%
减持
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
-$212.1K
1,500
-79%
建仓
AVSF
AVANTIS SHORT-TERM FIXED INCOME ETF
+$208.8K
4,435
减持
AAPL
APPLE INC
+$187.6K
19,318
-3%
减持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
-$160.4K
27,930
-19%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$153.4K
16,190
+23%
清仓
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
-$146.1K
0
-100%
减持
MSFT
MICROSOFT
-$134.4K
529
-30%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$120.0K
5,766
-10%
增持
VO
VANGUARD MID CAP
+$105.5K
82,901
+101%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$99.3K
7,718
-34%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$97.3K
11,795
-13%
减持
SPG
SIMON PROPERTY GROUP INC
-$97.2K
3,350
-12%
减持
TAXX
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF
-$94.6K
15,926
-10%
减持
SPY
SPDR S&P 500 ETF TRUST
+$90.3K
8,858
-1%
减持
PANW
PALO ALTO NETWORKS INC COM
-$84.3K
138
-60%
减持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$71.9K
64,329
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$71.6K
53,787
-2%
减持
VUG
VANGUARD GROWTH ETF
-$64.1K
600
-19%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
+$50.1K
45,234
-1%
减持
GOOGL
GOOGLE INC
+$42.1K
1,828
-16%
清仓
—
EATON CORP PLC SHS
-$41.2K
0
-100%
减持
QQQ
POWERSHARES QQQ TR
-$40.3K
1,108
-8%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$38.1K
356
建仓
SCMB
SCHWAB MUNICIPAL BOND ETF
+$38.1K
1,480
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$37.7K
738
建仓
HYMB
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
+$37.5K
1,504
减持
SCHH
SCHWAB U.S. REIT ETF
-$34.7K
6,530
-18%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$33.9K
369
-31%
清仓
MRK
MERCK & CO INC COM
-$33.6K
0
-100%
清仓
TXN
TEXAS INSTRS INC COM
-$32.7K
0
-100%
清仓
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$31.3K
0
-100%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$31.1K
2,234
-8%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$31.1K
203
-68%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$28.5K
40,746
-3%
减持
COST
COSTCO WHOLESALE CORP
-$27.8K
220
-6%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$26.7K
11,831
-2%
清仓
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
-$22.3K
0
-100%
清仓
BFEB
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
-$21.3K
0
-100%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$20.9K
14,837
+3%
清仓
MET
METLIFE INC COM
-$20.6K
0
-100%
减持
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
-$19.6K
40,867
-3%
建仓
USB
US BANCORP DEL COM NEW
+$19.4K
363
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$17.8K
0
-100%
清仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$17.7K
0
-100%
清仓
QCOM
QUALCOMM INC COM
-$17.5K
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
+$16.7K
490
-13%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$16.1K
0
-100%
清仓
MTZ
MASTEC INC COM
-$14.9K
0
-100%
清仓
SII
SPROTT INC COM NEW
-$14.6K
0
-100%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$14.5K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$13.8K
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$13.6K
374
+177%
增持
NFLX
NETFLIX INC COM
-$13.0K
40
+186%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$12.6K
717
-3%
清仓
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
-$12.5K
0
-100%
清仓
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
-$12.2K
0
-100%
减持
WM
WASTE MANAGEMENT INC
-$11.8K
50
-51%
增持
TMUS
T-MOBILE US INC COM
+$11.1K
122
+114%
清仓
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$11.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$11.1K
0
-100%
增持
GE
GE AEROSPACE COM NEW
+$10.8K
334
+9%
清仓
DHI
D R HORTON INC COM
-$10.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$10.7K
258
-25%
建仓
NKE
NIKE INC CL B
+$10.4K
164
清仓
MCD
MCDONALDS CORP COM
-$10.0K
0
-100%
建仓
XBI
STATE STREET SPDR S&P BIOTECH ETF
+$9.8K
80
清仓
KO
COCA COLA CO COM
-$9.6K
0
-100%
清仓
CME
CME GROUP INC COM
-$9.5K
0
-100%
减持
TECL
DIREXION DAILY TECHNOLOGY BULL 3X SHARES
-$9.1K
152
-30%
减持
JPM
JPMORGAN CHASE & CO. COM
-$8.9K
36
-45%
减持
HD
HOME DEPOT
-$8.7K
30
-36%
建仓
PEP
PEPSICO INC COM
+$8.6K
60
清仓
CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
-$8.4K
0
-100%
清仓
SNPS
SYNOPSYS INC COM
-$8.4K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC COM
-$8.4K
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
+$8.3K
668
+1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$8.1K
22,119
-3%
清仓
URNM
SPROTT URANIUM MINERS ETF
-$7.5K
0
-100%
减持
AMZN
AMAZON.COM INC
-$7.4K
2,269
-6%
减持
V
VISA INC
-$7.2K
141
-15%
减持
CSCO
CISCO SYS INC
-$7.2K
400
-28%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$7.0K
4,352
+94%
减持
AVXC
AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF
-$6.8K
202
-39%
清仓
CVS
CVS HEALTH CORP COM
-$6.8K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC COM
-$6.4K
150
-21%
清仓
MS
MORGAN STANLEY COM NEW
-$6.0K
0
-100%
清仓
ADBE
ADOBE INC COM
-$6.0K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$5.9K
50
-40%
清仓
CNC
CENTENE CORP DEL COM
-$5.7K
0
-100%
清仓
NVO
NOVO-NORDISK A S ADR
-$5.3K
0
-100%
清仓
TFC
TRUIST FINL CORP COM
-$5.3K
0
-100%
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$5.2K
434
+9%
减持
PWR
QUANTA SVCS INC COM
-$5.2K
29
-31%
减持
CAT
CATERPILLAR INC COM
-$5.1K
17
-45%
清仓
NOC
NORTHROP GRUMMAN CORP COM
-$4.9K
0
-100%
清仓
—
ENSTAR GROUP LIMITED SHS
-$4.7K
0
-100%
清仓
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
-$4.6K
0
-100%
清仓
SNOW
SNOWFLAKE INC COM SHS
-$4.5K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$4.5K
0
-100%
增持
TSLA
TESLA MOTORS INC
+$4.4K
525
+1%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$4.4K
8,144
-1%
减持
WFC
WELLS FARGO CO NEW COM
-$4.3K
465
-18%
清仓
UNP
UNION PAC CORP COM
-$4.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$4.2K
321
-4%
清仓
SBUX
STARBUCKS CORP COM
-$4.2K
0
-100%
清仓
BRO
BROWN & BROWN INC COM
-$4.2K
0
-100%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$4.1K
128
-9%
清仓
DHR
DANAHER CORPORATION COM
-$4.0K
0
-100%
减持
AMGN
AMGEN INC
-$4.0K
200
-19%
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$3.8K
0
-100%
清仓
VNOM
VIPER ENERGY INC CL A
-$3.8K
0
-100%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR
-$3.8K
75
-25%
清仓
KBWP
INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF
-$3.6K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$3.5K
30
清仓
LMT
LOCKHEED MARTIN CORP COM
-$3.5K
0
-100%
清仓
NEE
NEXTERA ENERGY INC COM
-$3.4K
0
-100%
清仓
GAP
GAP INC COM
-$2.7K
0
-100%
减持
IWN
ISHARES RUSSELL 2000 VALUE
-$2.4K
655
-4%
减持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$2.4K
6,536
-2%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$2.4K
0
-100%
清仓
KKR
KKR & CO INC COM
-$2.3K
0
-100%
减持
VTV
VANGUARD VALUE ETF
-$2.3K
1,341
-3%
清仓
PGR
PROGRESSIVE CORP COM
-$2.2K
0
-100%
建仓
USAR
USA RARE EARTH INC COM
+$1.9K
163
