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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3.26万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $3.59万 | 0.01% | 488 | -1,367 | -73.7% | -$10.07万 | 减仓 |
| BIDU | BAIDU COM ADR | $3.62万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.70万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.70万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $3.73万 | 0.01% | 1,504 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $3.77万 | 0.01% | 1,480 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.78万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $4.03万 | 0.01% | 435 | 52 | 13.6% | $4,822 | 加仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $4.16万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.26万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $4.26万 | 0.01% | 1,405 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $4.30万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $4.41万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.70万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $5.21万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $5.22万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $5.39万 | 0.01% | 445 | 445 | — | $5.39万 | 新建仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5.42万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $5.50万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $5.99万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $6.07万 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR | $6.17万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.24万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $6.28万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $6.31万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6.33万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.77万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $6.86万 | 0.02% | 875 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.04万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $7.20万 | 0.02% | 241 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $7.28万 | 0.02% | 1,704 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $7.36万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $7.41万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $7.86万 | 0.02% | 395 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $7.94万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $7.94万 | 0.02% | 235 | 235 | — | $7.94万 | 新建仓 |
| WMT | WALMART INC COM | $8.17万 | 0.02% | 657 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $8.64万 | 0.02% | 2,154 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $8.75万 | 0.02% | 308 | -26 | -7.8% | -$7,385 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $8.95万 | 0.02% | 642 | -26 | -3.9% | -$3,625 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $9.19万 | 0.02% | 696 | 696 | — | $9.19万 | 新建仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $9.20万 | 0.02% | 1,898 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $9.39万 | 0.02% | 755 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $9.92万 | 0.02% | 4,012 | 4,012 | — | $9.92万 | 新建仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $10.44万 | 0.02% | 2,339 | 2,339 | — | $10.44万 | 新建仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.69万 | 0.02% | 4,883 | -1,454 | -22.9% | -$3.18万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $11.27万 | 0.03% | 996 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $11.50万 | 0.03% | 777 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $12.26万 | 0.03% | 1,815 | 120 | 7.1% | $8,104 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE | $12.42万 | 0.03% | 655 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $12.57万 | 0.03% | 338 | -187 | -35.6% | -$6.95万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $12.93万 | 0.03% | 612 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $13.60万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $13.79万 | 0.03% | 241 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $14.03万 | 0.03% | 6,530 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $15.08万 | 0.03% | 1,194 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $15.48万 | 0.04% | 645 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $15.52万 | 0.04% | 2,088 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $15.83万 | 0.04% | 552 | 62 | 12.7% | $1.78万 | 加仓 |
| AVGO | BROADCOM INC COM | $16.05万 | 0.04% | 519 | 81 | 18.5% | $2.51万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $18.71万 | 0.04% | 3,159 | 1 | 0.0% | $59 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $19.89万 | 0.05% | 7,759 | 41 | 0.5% | $1,051 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $21.92万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $22.31万 | 0.05% | 4,768 | 333 | 7.5% | $1.56万 | 加仓 |
| MSFT | MICROSOFT | $23.51万 | 0.05% | 635 | 106 | 20.0% | $3.92万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $26.21万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $26.23万 | 0.06% | 1,457 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $26.30万 | 0.06% | 1,341 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $31.59万 | 0.07% | 6,537 | 1 | 0.0% | $48 | 加仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $32.49万 | 0.07% | 7,640 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $32.72万 | 0.07% | 1,496 | 1 | 0.1% | $219 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $34.36万 | 0.08% | 717 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $42.85万 | 0.10% | 2,234 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $44.27万 | 0.10% | 10,658 | 744 | 7.5% | $3.09万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $46.25万 | 0.11% | 8,144 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $54.32万 | 0.12% | 2,608 | 339 | 14.9% | $7.06万 | 加仓 |
| GOOGL | GOOGLE INC | $56.26万 | 0.13% | 1,957 | 129 | 7.1% | $3.71万 | 加仓 |
| — | EXXON MOBIL CORP COM | $59.48万 | 0.14% | 3,506 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INC | $62.69万 | 0.14% | 3,361 | 11 | 0.3% | $2,052 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $62.73万 | 0.14% | 6,458 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $63.08万 | 0.14% | 1,093 | -15 | -1.4% | -$8,657 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $65.77万 | 0.15% | 27,134 | -796 | -2.8% | -$1.93万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $66.63万 | 0.15% | 5,014 | 662 | 15.2% | $8.80万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $69.45万 | 0.16% | 5,856 | -5,975 | -50.5% | -$70.86万 | 减仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $69.70万 | 0.16% | 1,505 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $72.55万 | 0.17% | 14,350 | -1,576 | -9.9% | -$7.97万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $76.96万 | 0.18% | 3,103 | -29 | -0.9% | -$7,192 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $80.35万 | 0.18% | 15,876 | -314 | -1.9% | -$1.59万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $96.99万 | 0.22% | 39,187 | 24,350 | 164.1% | $60.27万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $97.58万 | 0.22% | 13,990 | 2,195 | 18.6% | $15.31万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $100.60万 | 0.23% | 41,449 | -18,053 | -30.3% | -$43.81万 | 减仓 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $103.94万 | 0.24% | 19,476 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | $107.60万 | 0.25% | 31,713 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $128.22万 | 0.29% | 30,733 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $146.93万 | 0.34% | 8,425 | -5 | -0.1% | -$872 | 减仓 |
| XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $155.69万 | 0.36% | 32,626 | -17,686 | -35.2% | -$84.40万 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $163.25万 | 0.37% | 35,597 | -29,300 | -45.1% | -$134.37万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $186.81万 | 0.43% | 34,563 | -384 | -1.1% | -$2.08万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $187.94万 | 0.43% | 7,909 | 2,143 | 37.2% | $50.92万 | 加仓 |