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 |
|---|---|---|---|---|---|---|---|---|
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $199.45万 | 0.46% | 40,367 | -500 | -1.2% | -$2.47万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $214.26万 | 0.49% | 23,667 | 1,548 | 7.0% | $14.01万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $219.21万 | 0.50% | 87,999 | -47,763 | -35.2% | -$118.98万 | 减仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $301.08万 | 0.69% | 82,989 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $311.47万 | 0.71% | 40,693 | -53 | -0.1% | -$4,057 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $345.61万 | 0.79% | 53,935 | 148 | 0.3% | $9,484 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $367.00万 | 0.84% | 64,864 | 535 | 0.8% | $3.03万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $452.27万 | 1.03% | 46,192 | 958 | 2.1% | $9.38万 | 加仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $480.02万 | 1.10% | 104,059 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $490.08万 | 1.12% | 19,310 | -8 | -0.0% | -$2,030 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $574.78万 | 1.31% | 8,838 | -20 | -0.2% | -$1.30万 | 减仓 |
| VNQ | VANGUARD REIT INDEX ETF | $996.30万 | 2.28% | 140,723 | 7,803 | 5.9% | $55.24万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,170.02万 | 2.68% | 310,231 | 18,097 | 6.2% | $68.25万 | 加仓 |
| VO | VANGUARD MID CAP | $1,190.26万 | 2.72% | 84,539 | 1,638 | 2.0% | $23.06万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,197.28万 | 2.74% | 94,414 | 3,911 | 4.3% | $49.60万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $1,371.45万 | 3.14% | 20,997 | -295 | -1.4% | -$19.27万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1,662.79万 | 3.80% | 26,960 | 26,271 | 3,812.9% | $1,620.29万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $2,352.70万 | 5.38% | 283,950 | 55,491 | 24.3% | $459.78万 | 加仓 |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $2,679.55万 | 6.13% | 532,397 | -19,947 | -3.6% | -$100.39万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2,683.83万 | 6.14% | 744,083 | 89,654 | 13.7% | $323.37万 | 加仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $3,044.57万 | 6.96% | 263,197 | 46,566 | 21.5% | $538.66万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1.80亿 | 41.10% | 300,823 | -93,795 | -23.8% | -$5,604.72万 | 减仓 |