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JIM SAULNIER & ASSOCIATES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JIM SAULNIER & ASSOCIATES, LLC
报告期 2026-03-31 · CIK 0002044420
持仓数
139
前50大市值合计
$166.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 110 项
建仓 13
增持 55
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AOR
ISHARES TR
+$6.7M
392,041
+34%
减持
VBIL
VANGUARD INSTL INDEX FD
-$5.9M
141,880
-35%
增持
AOA
ISHARES TR
+$3.7M
191,963
+26%
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。
增持
PBNV
PGIM ROCK ETF TR
+$2.5M
112,057
+332%
建仓
PMDE
PGIM ROCK ETF TR
+$1.0M
41,665
建仓
PMNV
PGIM ROCK ETF TR
+$821.8K
32,671
增持
AOM
ISHARES TR
+$681.8K
47,767
+42%
增持
PBDE
PGIM ROCK ETF TR
+$536.5K
39,721
+79%
建仓
SCHD
SCHWAB STRATEGIC TR
+$503.3K
18,349
清仓
—
ISHARES TR
-$458.1K
0
-100%
增持
PBOC
PGIM ROCK ETF TR
+$439.0K
45,254
+47%
建仓
VBR
VANGUARD INDEX FDS
+$412.5K
1,948
增持
NVBW
AIM ETF PRODUCTS TRUST
+$400.7K
18,344
+178%
增持
CPNQ
CALAMOS ETF TR
+$377.9K
25,481
+123%
建仓
IBIH
ISHARES TR
+$365.9K
14,065
增持
BND
VANGUARD BD INDEX FDS
+$345.5K
24,870
+24%
减持
IWF
ISHARES TR
-$314.7K
1,261
-35%
增持
AAPL
APPLE INC
+$302.0K
5,686
+16%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$301.7K
0
-100%
清仓
IYJ
ISHARES TR
-$297.9K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$296.0K
33,256
+21%
减持
VTI
VANGUARD INDEX FDS
-$291.7K
7,473
-12%
清仓
SCHM
SCHWAB STRATEGIC TR
-$285.2K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$285.2K
3,877
增持
IBTJ
ISHARES TR
+$266.1K
45,624
+36%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$264.2K
4,858
+19%
清仓
IYK
ISHARES TR
-$259.7K
0
-100%
建仓
LLY
ELI LILLY & CO
+$256.9K
239
清仓
—
ISHARES TR
-$256.2K
0
-100%
清仓
IYC
ISHARES TR
-$255.9K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$251.9K
8,846
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$245.8K
5,549
建仓
VUG
VANGUARD INDEX FDS
+$240.3K
493
清仓
IEFA
ISHARES TR
-$232.9K
0
-100%
建仓
EMXC
ISHARES INC
+$232.1K
3,193
建仓
FITB
FIFTH THIRD BANCORP
+$230.1K
4,915
减持
BIL
SPDR SERIES TRUST
-$224.0K
42,864
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$219.9K
22,031
-32%
减持
SCHX
SCHWAB STRATEGIC TR
-$218.7K
9,955
-46%
减持
CPSN
CALAMOS ETF TR
-$204.3K
42,074
-16%
清仓
IWO
ISHARES TR
-$200.5K
0
-100%
增持
IBTK
ISHARES TR
+$200.5K
27,094
+60%
增持
IBTI
ISHARES TR
+$194.0K
115,801
+8%
减持
IWP
ISHARES TR
-$190.1K
2,047
-38%
增持
IBTL
ISHARES TR
+$188.3K
21,615
+74%
增持
IBIF
ISHARES TR
+$185.8K
27,584
+38%
减持
VGT
VANGUARD WORLD FD
-$168.7K
406
-36%
增持
IBIE
ISHARES TR
+$159.4K
33,763
+24%
增持
PBJA
PGIM ROCK ETF TR
+$138.9K
41,401
+9%
增持
IBIG
ISHARES TR
+$135.6K
23,269
+32%
减持
SPEM
SPDR INDEX SHS FDS
-$134.6K
65,819
-4%
减持
MSFT
MICROSOFT CORP
-$134.1K
1,840
-7%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$133.6K
6,972
-30%
减持
ILCV
ISHARES TR
+$111.7K
35,786
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$106.0K
116,956
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$102.2K
37,947
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$99.1K
13,518
+17%
减持
AMZN
AMAZON COM INC
-$98.6K
2,440
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$98.0K
640
+26%
增持
IVV
ISHARES TR
+$88.4K
1,989
+5%
增持
VTV
VANGUARD INDEX FDS
+$73.0K
2,824
+13%
增持
IMCV
ISHARES TR
+$70.2K
25,299
+1%
减持
ILCG
ISHARES TR
-$65.9K
33,257
-2%
增持
VO
VANGUARD INDEX FDS
+$63.0K
1,356
+20%
减持
IMCG
ISHARES TR
-$52.1K
17,877
-0%
增持
VOO
VANGUARD INDEX FDS
+$48.9K
2,599
+1%
增持
MMAX
ISHARES TR
+$44.5K
101,581
+1%
减持
IBIC
ISHARES TR
-$40.8K
10,987
-11%
增持
ISCV
ISHARES TR
+$39.8K
10,064
+3%
减持
PBMR
PGIM ROCK ETF TR
-$36.3K
72,719
-4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$35.7K
5,159
+19%
减持
CPNJ
CALAMOS ETF TR
-$34.5K
49,128
-4%
增持
VNQ
VANGUARD INDEX FDS
+$34.1K
8,094
+8%
减持
ILCB
ISHARES TR
+$31.7K
35,692
-1%
减持
IBTG
ISHARES TR
-$28.0K
45,089
-2%
增持
VHT
VANGUARD WORLD FD
+$27.1K
937
+0%
减持
PBFB
PGIM ROCK ETF TR
+$25.4K
48,286
-1%
减持
SGOV
ISHARES TR
-$25.1K
21,696
-1%
增持
ISCG
ISHARES TR
+$24.4K
5,096
+7%
减持
GVI
ISHARES TR
-$23.6K
28,067
-1%
增持
IBTH
ISHARES TR
+$23.0K
97,378
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$21.0K
17,366
+1%
增持
IBID
ISHARES TR
+$20.7K
12,556
+9%
增持
ISCB
ISHARES TR
+$20.4K
10,153
+1%
减持
BLV
VANGUARD BD INDEX FDS
-$19.7K
6,050
-3%
减持
RWO
SPDR INDEX SHS FDS
-$16.1K
6,514
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$14.4K
1,482
+83%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$14.2K
3,165
+1%
增持
IMCB
ISHARES TR
+$12.0K
16,797
+1%
增持
IVW
ISHARES TR
+$10.9K
4,093
+0%
建仓
—
CAPITAL SOUTHWEST CORP
+$9.9K
10,000
增持
VXUS
VANGUARD STAR FDS
+$9.7K
3,520
+1%
减持
STPZ
PIMCO ETF TR
-$9.3K
8,622
-1%
减持
PBAP
PGIM ROCK ETF TR
-$8.9K
60,434
-2%
增持
IJH
ISHARES TR
+$8.6K
3,986
+2%
增持
VB
VANGUARD INDEX FDS
+$8.4K
1,571
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$8.1K
1,117
+0%
增持
SLYV
SPDR SERIES TRUST
+$7.3K
2,523
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.4K
2,289
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$4.6K
12,242
+1%
增持
IJR
ISHARES TR
+$4.6K
1,828
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.5K
1,370
+1%
增持
ET
ENERGY TRANSFER L P
-$4.2K
12,468
+2%
减持
MUB
ISHARES TR
+$2.3K
5,830
-0%
增持
IBMP
ISHARES TR
+$2.0K
16,228
+1%
增持
USMV
ISHARES TR
-$2.0K
2,443
+0%
增持
IBMQ
ISHARES TR
+$2.0K
13,806
+1%
增持
IBIJ
ISHARES TR
-$856
46,126
+2%
减持
SMAX
ISHARES TR
-$815
36,141
-1%
减持
CPNS
CALAMOS ETF TR
-$655
42,088
-1%
