13F 机构持仓

Dean, Jacobson Financial Services, LLC

FORT WORTH TX · SEC CIK 0001869456

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 33.7%
SLYV 17.3%
IEFA 17.0%
XLRE 12.8%
CGDV 6.0%
CGGR 6.0%
JPST 2.5%
BIL 2.4%
SGOV 0.4%
AAPL 0.3%

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 5,6581.1% $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 3,4804.1% $17.60万 加仓
BIL SPDR SERIES TRUST $442.18万2.43%48,252 1530.3% $1.40万 加仓
SGOV ISHARES TR $64.58万0.36%6,415 3,313106.8% $33.35万 加仓
AAPL APPLE INC $54.14万0.30%1,871 00.0% — 不变
— EXXON MOBIL CORP $39.76万0.22%2,908 00.0% — 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%7,590 280.4% $1,151 加仓
RECS COLUMBIA ETF TR I $28.40万0.16%6,563 00.0% — 不变
AVGO BROADCOM INC $25.57万0.14%677 00.0% — 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 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $23.95万0.13%1,544 00.0% — 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 00.0% — 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 00.0% — 不变