Dean, Jacobson Financial Services, LLC
FORT WORTH TX · SEC CIK 0001869456
$1.82亿2026Q2 申报市值
22持仓数
98.4%前十大占比 · 第一大 33.7%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BILZ 新建仓+$39.00万
SGOV 加仓+$33.35万
XLRE 加仓+$24.91万
JPST 加仓+$17.60万
BIL 加仓+$1.40万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$37.86万
IEFA 减仓-$28.23万
SLYV 减仓-$24.88万
FSCO 减仓-$10.77万
CGGR 减仓-$9.26万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $6,133.05万 | 33.75% | 82,128 | -507 | -0.6% | -$37.86万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $3,147.01万 | 17.32% | 288,425 | -2,280 | -0.8% | -$24.88万 | 减仓 |
| IEFA | ISHARES TR | $3,083.78万 | 16.97% | 319,298 | -2,923 | -0.9% | -$28.23万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $2,324.03万 | 12.79% | 527,828 | 5,658 | 1.1% | $24.91万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,096.33万 | 6.03% | 222,469 | -1,781 | -0.8% | -$8.78万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,088.40万 | 5.99% | 230,594 | -1,961 | -0.8% | -$9.26万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $447.90万 | 2.46% | 88,571 | 3,480 | 4.1% | $17.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $442.18万 | 2.43% | 48,252 | 153 | 0.3% | $1.40万 | 加仓 |
| SGOV | ISHARES TR | $64.58万 | 0.36% | 6,415 | 3,313 | 106.8% | $33.35万 | 加仓 |
| AAPL | APPLE INC | $54.14万 | 0.30% | 1,871 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $39.76万 | 0.22% | 2,908 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $39.00万 | 0.21% | 3,864 | 3,864 | — | $39.00万 | 新建仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $31.20万 | 0.17% | 7,590 | 28 | 0.4% | $1,151 | 加仓 |
| RECS | COLUMBIA ETF TR I | $28.40万 | 0.16% | 6,563 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.57万 | 0.14% | 677 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $25.32万 | 0.14% | 5,775 | -405 | -6.6% | -$1.78万 | 减仓 |
| WMT | WALMART INC | $24.23万 | 0.13% | 2,139 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $23.95万 | 0.13% | 1,544 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.60万 | 0.12% | 329 | -7 | -2.1% | -$4,808 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.97万 | 0.12% | 419 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.94万 | 0.04% | 15,916 | -21,585 | -57.6% | -$10.77万 | 减仓 |
| SMRT | SMARTRENT INC | $2.07万 | 0.01% | 17,396 | 0 | 0.0% | — | 不变 |