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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 74
增持 35
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$3.5M
744,083
+14%
增持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$2.1M
263,197
+21%
减持
VOO
VANGUARD S&P 500 ETF
-$1.5M
300,823
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。
-24%
减持
XTEN
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
-$1.4M
35,597
-45%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$1.2M
87,999
-35%
减持
XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
-$959.8K
532,397
-4%
减持
IVV
ISHARES S&P 500 INDEX
-$869.5K
20,997
-1%
增持
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
+$860.9K
310,231
+6%
减持
XSVN
BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF
-$860.3K
32,626
-35%
增持
VB
VANGUARD SMALL-CAP ETF
+$799.5K
94,414
+4%
增持
VNQ
VANGUARD REIT INDEX ETF
+$740.4K
140,723
+6%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$717.6K
5,856
-51%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$613.2K
39,187
+164%
增持
VO
VANGUARD MID CAP
+$605.2K
84,539
+2%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$594.3K
283,950
+24%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$444.1K
41,449
-30%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$421.0K
7,909
+37%
减持
AAPL
APPLE INC
-$351.0K
19,310
-0%
增持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$303.8K
46,192
+2%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$292.5K
8,838
-0%
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$251.5K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$182.9K
13,990
+19%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$163.8K
23,667
+7%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$154.0K
40,693
-0%
减持
TSLA
TESLA MOTORS INC
-$110.5K
338
-36%
建仓
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
+$104.4K
2,339
减持
NVDA
NVIDIA CORPORATION COM
-$102.9K
8,425
-0%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$101.5K
488
-74%
建仓
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
+$99.2K
4,012
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$96.0K
53,935
+0%
建仓
SUSA
ISHARES ESG OPTIMIZED MSCI USA ETF
+$91.9K
696
减持
TAXX
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF
-$82.3K
14,350
-10%
建仓
MU
MICRON TECHNOLOGY INC COM
+$79.4K
235
建仓
DSI
ISHARES ESG MSCI KLD 400 ETF
+$53.9K
445
减持
QQQ
POWERSHARES QQQ TR
-$49.8K
1,093
-1%
减持
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
-$43.1K
40,367
-1%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$39.8K
5,014
+15%
增持
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
+$35.6K
26,960
+3813%
减持
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
-$33.0K
4,883
-23%
增持
AVIG
AVANTIS CORE FIXED INCOME ETF
+$27.1K
10,658
+8%
建仓
VGK
VANGUARD EUROPEAN
+$25.7K
312
清仓
PANW
PALO ALTO NETWORKS INC COM
-$25.4K
0
-100%
建仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$24.3K
254
增持
MSFT
MICROSOFT
-$20.7K
635
+20%
增持
AMZN
AMAZON.COM INC
+$19.4K
2,608
+15%
建仓
LRGF
ISHARES U.S. EQUITY FACTOR ETF
+$19.1K
289
减持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
-$19.0K
27,134
-3%
建仓
SAN
BANCO SANTANDER SA ADR
+$16.6K
1,474
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$15.6K
15,876
-2%
减持
GE
GE AEROSPACE COM NEW
-$15.5K
308
-8%
增持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$15.5K
64,864
+1%
增持
AVSF
AVANTIS SHORT-TERM FIXED INCOME ETF
+$14.3K
4,768
+8%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$12.6K
296
建仓
MKSI
MKS INC. COM
+$11.9K
52
建仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$11.0K
241
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$10.7K
1,815
+7%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$10.6K
34,563
-1%
建仓
LYG
LLOYDS BANKING GROUP PLC SPONSORED ADR
+$10.1K
2,017
增持
GOOGL
GOOGLE INC
-$9.7K
1,957
+7%
增持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$9.6K
6,537
+0%
减持
—
AMDOCS LTD SHS
-$9.4K
23
-83%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$9.1K
27
减持
BAC
BANK AMERICA CORP COM
-$8.9K
239
-36%
增持
AVGO
BROADCOM INC COM
+$8.8K
519
+18%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$8.8K
7,759
+1%
建仓
NEM
NEWMONT CORP COM
+$8.7K
80
建仓
EWBC
EAST WEST BANCORP INC COM
+$8.1K
76
建仓
NVS
NOVARTIS AG ADR
+$7.8K
51
建仓
—
NVENT ELEC PLC SHS
+$7.7K
65
减持
GILD
GILEAD SCIENCES INC COM
+$7.5K
642
-4%
增持
SPG
SIMON PROPERTY GROUP INC
+$6.7K
3,361
+0%
建仓
SHEL
SHELL PLC SPON ADS
+$6.7K
72
建仓
WTFC
WINTRUST FINL CORP COM
+$6.5K
47
建仓
TRGP
TARGA RES CORP COM
+$6.5K
26
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$6.2K
1,496
+0%
建仓
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
+$6.0K
219
建仓
PKG
PACKAGING CORP AMER COM
+$5.7K
27
建仓
WSM
WILLIAMS SONOMA INC COM
+$5.7K
31
建仓
BP
BP PLC SPONSORED ADR
+$5.6K
120
建仓
HUBB
HUBBELL INC COM
+$5.4K
11
建仓
AKRE
AKRE FOCUS ETF
+$5.2K
98
建仓
GOLF
ACUSHNET HLDGS CORP COM
+$5.1K
55
建仓
LDOS
LEIDOS HOLDINGS INC COM
+$5.1K
33
建仓
SNA
SNAP ON INC COM
+$5.1K
14
建仓
LFUS
LITTELFUSE INC COM
+$4.8K
14
建仓
NI
NISOURCE INC COM
+$4.7K
101
增持
GOOG
ALPHABET INC CAP STK CL C
+$4.6K
552
+13%
建仓
FNF
FIDELITY NATL FINL INC COM SHS
+$4.5K
97
建仓
EQH
EQUITABLE HLDGS INC COM
+$4.4K
119
建仓
BC
BRUNSWICK CORP COM
+$4.4K
60
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$4.3K
435
+14%
建仓
CR
CRANE COMPANY COMMON STOCK
+$4.3K
25
建仓
SONY
SONY GROUP CORP SPONSORED ADR
+$4.2K
205
建仓
LECO
LINCOLN ELEC HLDGS INC COM
+$4.2K
17
建仓
—
STERIS PLC SHS USD
+$4.2K
19
建仓
RJF
RAYMOND JAMES FINL INC COM
+$4.2K
29
增持
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
+$4.2K
3,159
+0%
建仓
LCII
LCI INDS COM
+$4.2K
34
建仓
FIX
COMFORT SYS USA INC COM
+$4.1K
3
建仓
—
ASSURED GUARANTY LTD COM
+$4.1K
50
建仓
H
HYATT HOTELS CORP COM CL A
+$3.7K
26
建仓
EGP
EASTGROUP PPTYS INC COM
+$3.7K
20
清仓
—
TRISALUS LIFE SCIENCES INC COM
-$3.7K
0
-100%
建仓
HMC
HONDA MOTOR CO LTD ADR ECH CNV IN 3
+$3.7K
151
建仓
SNY
SANOFI SA SPONSORED ADR
+$3.7K
76
建仓
SFBS
SERVISFIRST BANCSHARES INC COM
+$3.6K
50
清仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
-$3.5K
0
-100%
建仓
MSA
MSA SAFETY INC COM
+$3.4K
21
建仓
AVY
AVERY DENNISON CORP COM
+$3.3K
19
建仓
AGM
FEDERAL AGRIC MTG CORP CL C
+$3.3K
22
建仓
AMKR
AMKOR TECHNOLOGY INC COM
+$3.2K
71
建仓
NDSN
NORDSON CORP COM
+$3.2K
12
建仓
TKR
TIMKEN CO COM
+$3.1K
31
减持
MCK
MCKESSON CORP COM
-$3.0K
25
-17%
建仓
DINO
HF SINCLAIR CORP COM
+$2.9K
47
减持
TMUS
T-MOBILE US INC COM
-$2.9K
104
-15%
建仓
GSK
GSK PLC SPONSORED ADR
+$2.9K
52
建仓
INGR
INGREDION INC COM
+$2.8K
25
建仓
RPM
RPM INTL INC COM
+$2.8K
28
建仓
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
+$2.7K
15
建仓
WDC
WESTERN DIGITAL CORP COM
+$2.7K
10
建仓
HII
HUNTINGTON INGALLS INDS INC COM
+$2.7K
7
建仓
CFR
CULLEN FROST BANKERS INC COM
+$2.6K
19
建仓
DTM
DT MIDSTREAM INC COMMON STOCK
+$2.4K
18
建仓
NRG
NRG ENERGY INC COM NEW
+$2.2K
15
建仓
DGX
QUEST DIAGNOSTICS INC COM
+$2.2K
11
建仓
TLSI
TRISALUS LIFE SCIENCES INC COM
+$2.1K
530
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$2.0K
90
-12%
建仓
RS
RELIANCE INC COM
+$1.8K
6
建仓
E
ENI SPA SPONSORED ADR
+$1.7K
30
建仓
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$1.4K
18
减持
IWM
ISHARES RUSSELL 2000 ETF
-$1.4K
3,103
-1%
建仓
CON
CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK
+$1.3K
61
建仓
IDA
IDACORP INC COM
+$1.0K
7
建仓
CHRW
C H ROBINSON WORLDWIDE IN COM NEW
+$996
6
建仓
OMC
OMNICOM GROUP INC COM
+$753
10
建仓
ADC
AGREE RLTY CORP COM
+$678
9
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
-$592
207
+0%
增持
IFN
INDIA FUND INC
-$457
432
+11%
增持
—
CARNIVAL CORP COMMON STOCK
-$452
101
+1%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$413
86
+1%
增持
PGF
INVESCO FINANCIAL PREFERRED ETF
-$328
1,890
+1%
