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 |
|---|---|---|---|---|---|---|---|---|
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $3.02万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $3.02万 | 0.01% | 1,248 | -25,886 | -95.4% | -$62.72万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $3.11万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $3.16万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $3.25万 | 0.01% | 1,065 | -285 | -21.1% | -$8,701 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $3.29万 | 0.01% | 1,303 | 1,303 | — | $3.29万 | 新建仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $3.30万 | 0.01% | 1,362 | 1,362 | — | $3.30万 | 新建仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $3.33万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $3.35万 | 0.01% | 1,100 | -305 | -21.7% | -$9,299 | 减仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $3.39万 | 0.01% | 396 | 396 | — | $3.39万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $3.46万 | 0.01% | 371 | 371 | — | $3.46万 | 新建仓 |
| BAX | BAXTER INTL INC COM | $3.51万 | 0.01% | 1,645 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3.65万 | 0.01% | 619 | 619 | — | $3.65万 | 新建仓 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $3.66万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU COM ADR | $3.71万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.73万 | 0.01% | 299 | 126 | 72.8% | $1.57万 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.80万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $3.82万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $3.82万 | 0.01% | 1,480 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $3.83万 | 0.01% | 1,504 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.83万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.84万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3.86万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3.95万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $3.95万 | 0.01% | 206 | 206 | — | $3.95万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $4.20万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $4.41万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $4.43万 | 0.01% | 896 | 550 | 159.0% | $2.72万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $4.44万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.53万 | 0.01% | 388 | 67 | 20.9% | $7,817 | 加仓 |
| EQIX | EQUINIX INC COM | $4.69万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $4.70万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $4.77万 | 0.01% | 531 | 311 | 141.4% | $2.79万 | 加仓 |
| V | VISA INC | $4.83万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.17万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR | $5.35万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.38万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5.65万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $5.92万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $6.30万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $6.34万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $6.55万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $6.63万 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6.70万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $6.71万 | 0.01% | 3,079 | -1,804 | -36.9% | -$3.93万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $6.72万 | 0.01% | 1,081 | 1,081 | — | $6.72万 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $7.20万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.24万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $7.44万 | 0.01% | 657 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $7.54万 | 0.01% | 912 | 144 | 18.8% | $1.19万 | 加仓 |
| VGK | VANGUARD EUROPEAN | $7.55万 | 0.01% | 853 | 541 | 173.4% | $4.79万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $7.55万 | 0.01% | 104 | 104 | — | $7.55万 | 新建仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $7.78万 | 0.02% | 1,704 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $7.95万 | 0.02% | 108 | -985 | -90.1% | -$72.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $8.09万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $8.17万 | 0.02% | 646 | 4 | 0.6% | $506 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $8.29万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $8.29万 | 0.02% | 241 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $8.46万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $8.55万 | 0.02% | 395 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $8.73万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $9.28万 | 0.02% | 2,154 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $10.44万 | 0.02% | 1,898 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $10.74万 | 0.02% | 696 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $11.17万 | 0.02% | 2,339 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $11.20万 | 0.02% | 755 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $11.52万 | 0.02% | 308 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $12.27万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $12.98万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $13.57万 | 0.03% | 241 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $14.00万 | 0.03% | 1,815 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $14.22万 | 0.03% | 338 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE | $14.49万 | 0.03% | 655 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $14.54万 | 0.03% | 612 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $14.80万 | 0.03% | 6,252 | -278 | -4.3% | -$6,583 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $15.98万 | 0.03% | 2,088 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $17.09万 | 0.03% | 1,194 | 0 | 0.0% | — | 不变 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $18.07万 | 0.04% | 3,880 | -888 | -18.6% | -$4.14万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $18.65万 | 0.04% | 2,541 | 2,053 | 420.7% | $15.07万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $19.24万 | 0.04% | 6,536 | -1,223 | -15.8% | -$3.60万 | 减仓 |
| AVGO | BROADCOM INC COM | $19.64万 | 0.04% | 520 | 1 | 0.2% | $378 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $20.58万 | 0.04% | 220 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $21.15万 | 0.04% | 3,131 | -28 | -0.9% | -$1,892 | 减仓 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $21.16万 | 0.04% | 5,109 | -5,549 | -52.1% | -$22.98万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $22.11万 | 0.04% | 645 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $23.05万 | 0.05% | 652 | 100 | 18.1% | $3.53万 | 加仓 |
| MSFT | MICROSOFT | $26.97万 | 0.05% | 723 | 88 | 13.9% | $3.28万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $29.22万 | 0.06% | 1,341 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $29.52万 | 0.06% | 1,457 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $31.01万 | 0.06% | 3,600 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $32.96万 | 0.07% | 14,230 | 14,230 | — | $32.96万 | 新建仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $34.78万 | 0.07% | 7,640 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $35.35万 | 0.07% | 6,129 | -408 | -6.2% | -$2.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $35.88万 | 0.07% | 717 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $36.27万 | 0.07% | 1,496 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $41.72万 | 0.08% | 3,552 | -2,304 | -39.3% | -$27.06万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $47.93万 | 0.09% | 3,506 | 3,506 | — | $47.93万 | 新建仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $48.46万 | 0.10% | 689 | -26,271 | -97.4% | -$1,847.74万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $49.02万 | 0.10% | 2,234 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $55.71万 | 0.11% | 8,144 | 0 | 0.0% | — | 不变 |