Dean, Jacobson Financial Services, LLC
FORT WORTH TX · SEC CIK 0001869456
$1.63亿2026Q1 申报市值
21持仓数
98.5%前十大占比 · 第一大 33.0%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XLRE 新建仓+$2,132.02万
CGGR 加仓+$174.18万
CGDV 加仓+$170.47万
JPST 加仓+$121.41万
SPY 加仓+$96.19万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$2,063.26万
AAPL 减仓-$27.92万
AEM 减仓-$9.86万
TMSL 减仓-$4,400
2026Q1 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 | $5,374.10万 | 33.02% | 82,635 | 1,479 | 1.8% | $96.19万 | 加仓 |
| IEFA | ISHARES TR | $2,917.06万 | 17.92% | 322,221 | 2,461 | 0.8% | $22.28万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $2,749.49万 | 16.89% | 290,705 | 5,634 | 2.0% | $53.29万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $2,132.02万 | 13.10% | 522,170 | 522,170 | — | $2,132.02万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $953.96万 | 5.86% | 224,250 | 40,073 | 21.8% | $170.47万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $934.64万 | 5.74% | 232,555 | 43,339 | 22.9% | $174.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $440.78万 | 2.71% | 48,099 | -225,149 | -82.4% | -$2,063.26万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $430.64万 | 2.65% | 85,091 | 23,989 | 39.3% | $121.41万 | 加仓 |
| — | EXXON MOBIL CORP | $49.34万 | 0.30% | 2,908 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $47.48万 | 0.29% | 1,871 | -1,100 | -37.0% | -$27.92万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $31.34万 | 0.19% | 1,544 | -486 | -23.9% | -$9.86万 | 减仓 |
| SGOV | ISHARES TR | $31.22万 | 0.19% | 3,102 | 42 | 1.4% | $4,228 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $26.91万 | 0.17% | 7,562 | 7,562 | — | $26.91万 | 新建仓 |
| WMT | WALMART INC | $26.58万 | 0.16% | 2,139 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $25.58万 | 0.16% | 6,563 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE ETF INC | $22.66万 | 0.14% | 6,180 | -120 | -1.9% | -$4,400 | 减仓 |
| AVGO | BROADCOM INC | $20.95万 | 0.13% | 677 | 677 | — | $20.95万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.08万 | 0.12% | 419 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $20.08万 | 0.12% | 336 | 14 | 4.3% | $8,366 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $19.13万 | 0.12% | 37,501 | 0 | 0.0% | — | 不变 |
| SMRT | SMARTRENT INC | $2.61万 | 0.02% | 17,396 | 0 | 0.0% | — | 不变 |