JDM Financial Group LLC
AUSTIN TX · SEC CIK 0001960212
$4.37亿2026Q1 申报市值
318持仓数
80.8%前十大占比 · 第一大 41.1%
74 / 4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
MDY 加仓+$1,620.29万
BKLC 加仓+$538.66万
SGOV 加仓+$459.78万
SPDW 加仓+$323.37万
SPEM 加仓+$68.25万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$5,604.72万
XTEN 减仓-$134.37万
SCHR 减仓-$118.98万
XHLF 减仓-$100.39万
XSVN 减仓-$84.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $6,197 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $6,411 | 0.00% | 90 | -12 | -11.8% | -$855 | 减仓 |
| TRGP | TARGA RES CORP COM | $6,519 | 0.00% | 26 | 26 | — | $6,519 | 新建仓 |
| WTFC | WINTRUST FINL CORP COM | $6,530 | 0.00% | 47 | 47 | — | $6,530 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $6,696 | 0.00% | 72 | 72 | — | $6,696 | 新建仓 |
| AZO | AUTOZONE INC COM | $6,756 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $6,871 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $6,879 | 0.00% | 207 | 1 | 0.5% | $33 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $6,886 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $7,078 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $7,159 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7,272 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $7,599 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $7,620 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $7,652 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $7,688 | 0.00% | 65 | 65 | — | $7,688 | 新建仓 |
| NVS | NOVARTIS AG ADR | $7,790 | 0.00% | 51 | 51 | — | $7,790 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $7,861 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $7,999 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $8,114 | 0.00% | 76 | 76 | — | $8,114 | 新建仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $8,260 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $8,628 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $8,660 | 0.00% | 80 | 80 | — | $8,660 | 新建仓 |
| NKE | NIKE INC CL B | $8,662 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MOO | MARKET VECTORS ETF TRUST AGRIBUSINESS | $8,901 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9,125 | 0.00% | 27 | 27 | — | $9,125 | 新建仓 |
| PEP | PEPSICO INC COM | $9,317 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $9,652 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $9,867 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $1.01万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.01万 | 0.00% | 2,017 | 2,017 | — | $1.01万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1.02万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $1.06万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $1.06万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.08万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.08万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTURE FUND | $1.08万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.10万 | 0.00% | 241 | 241 | — | $1.10万 | 新建仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | $1.10万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.14万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $1.15万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $1.17万 | 0.00% | 239 | -135 | -36.1% | -$6,581 | 减仓 |
| MKSI | MKS INC. COM | $1.20万 | 0.00% | 52 | 52 | — | $1.20万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $1.20万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $1.21万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.26万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.26万 | 0.00% | 296 | 296 | — | $1.26万 | 新建仓 |
| EWH | ISHARES INC MSCI HONG KONG INDEX FD | $1.27万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.31万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $1.32万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.33万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $1.37万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1.38万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $1.38万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.38万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $1.43万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $1.46万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.47万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.49万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.49万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1.53万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.57万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $1.59万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.62万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $1.62万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $1.63万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $1.65万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.66万 | 0.00% | 1,474 | 1,474 | — | $1.66万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $1.66万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.67万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $1.70万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $1.70万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1.81万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.89万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $1.91万 | 0.00% | 289 | 289 | — | $1.91万 | 新建仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.91万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2.03万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $2.04万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.05万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $2.16万 | 0.00% | 25 | -5 | -16.7% | -$4,327 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $2.18万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $2.18万 | 0.00% | 104 | -18 | -14.8% | -$3,781 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $2.27万 | 0.01% | 761 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $2.43万 | 0.01% | 254 | 254 | — | $2.43万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $2.46万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD EUROPEAN | $2.57万 | 0.01% | 312 | 312 | — | $2.57万 | 新建仓 |
| PGX | INVESCO PREFERRED ETF | $2.58万 | 0.01% | 2,370 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.58万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO FINANCIAL PREFERRED ETF | $2.60万 | 0.01% | 1,890 | 27 | 1.4% | $372 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $2.70万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.74万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $2.74万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $2.76万 | 0.01% | 1,645 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $2.90万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3.11万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $3.17万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $3.18万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |