JDM Financial Group LLC
AUSTIN TX · SEC CIK 0001960212
$5.07亿2026Q2 申报市值
332持仓数
81.8%前十大占比 · 第一大 46.1%
24 / 10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
VOO 加仓+$2,729.18万
BKLC 加仓+$807.76万
JPST 加仓+$556.66万
SPDW 加仓+$515.72万
TBUX 新建仓+$429.40万
2026Q2 卖出最多 按季末市值估算
MDY 减仓-$1,847.74万
VO 减仓-$620.29万
XHLF 减仓-$168.96万
XTEN 清仓-$163.25万
XSVN 清仓-$155.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $6,124 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6,172 | 0.00% | 227 | 8 | 3.7% | $218 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $6,284 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $6,304 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $6,375 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $6,387 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $6,434 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $6,519 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $6,566 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $6,732 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $6,739 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $6,972 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $6,978 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $7,093 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $7,226 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $7,554 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7,837 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $7,856 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $7,993 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $8,042 | 0.00% | 200 | 200 | — | $8,042 | 新建仓 |
| PEP | PEPSICO INC COM | $8,124 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $8,205 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $8,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MOO | MARKET VECTORS ETF TRUST AGRIBUSINESS | $8,342 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $8,920 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $9,156 | 0.00% | 350 | 350 | — | $9,156 | 新建仓 |
| IBM | INTL BUSINESS MACHINES | $9,280 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $9,571 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $9,811 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $9,928 | 0.00% | 100 | 100 | — | $9,928 | 新建仓 |
| MA | MASTERCARD INC | $1.04万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1.05万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $1.06万 | 0.00% | 30 | 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 | $1.09万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $1.10万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $1.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES INC MSCI HONG KONG INDEX FD | $1.15万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTURE FUND | $1.15万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | $1.16万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.18万 | 0.00% | 2,017 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $1.18万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $1.19万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.21万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.21万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.22万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $1.24万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1.27万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.29万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.31万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $1.31万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.32万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $1.36万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1.36万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.39万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $1.39万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.39万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.44万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.44万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.47万 | 0.00% | 65 | 65 | — | $1.47万 | 新建仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $1.60万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $1.63万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $1.68万 | 0.00% | 1,550 | -820 | -34.6% | -$8,889 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1.71万 | 0.00% | 204 | 1 | 0.5% | $84 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.72万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $1.73万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.73万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $1.74万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $1.78万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.78万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $1.80万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $1.81万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.83万 | 0.00% | 525 | 42 | 8.7% | $1,462 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $1.86万 | 0.00% | 249 | 249 | — | $1.86万 | 新建仓 |
| MCK | MCKESSON CORP COM | $1.89万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.91万 | 0.00% | 517 | 37 | 7.7% | $1,365 | 加仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $1.96万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $2.03万 | 0.00% | 1,474 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $2.09万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $2.18万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $2.19万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $2.19万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2.24万 | 0.00% | 618 | 1 | 0.2% | $36 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.24万 | 0.00% | 494 | 428 | 648.5% | $1.94万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $2.30万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2.30万 | 0.00% | 215 | 215 | — | $2.30万 | 新建仓 |
| MKSI | MKS INC. COM | $2.31万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.37万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $2.38万 | 0.00% | 150 | 150 | — | $2.38万 | 新建仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $2.38万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $2.39万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $2.42万 | 0.00% | 105 | -47 | -30.9% | -$1.08万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $2.61万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO FINANCIAL PREFERRED ETF | $2.63万 | 0.01% | 1,919 | 29 | 1.5% | $398 | 加仓 |
| ONDS | ONDAS INC COM NEW | $2.84万 | 0.01% | 3,450 | 3,450 | — | $2.84万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $2.89万 | 0.01% | 25 | -210 | -89.4% | -$24.24万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.95万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |