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 |
|---|---|---|---|---|---|---|---|---|
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $0 | 0.00% | 0 | -35,597 | -100.0% | -$163.25万 | 清仓 |
| XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $0 | 0.00% | 0 | -32,626 | -100.0% | -$155.69万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,506 | -100.0% | -$59.48万 | 清仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -4,012 | -100.0% | -$9.92万 | 清仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $0 | 0.00% | 0 | -1,500 | -100.0% | -$5.99万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$1.70万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$1.08万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$4,913 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -101 | -100.0% | -$2,602 | 清仓 |
| — | QUINCE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -340 | -100.0% | -$34 | 清仓 |
| — | QUINCE THERAPEUTICS INC COM | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| WOLF | CREE INC | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC COM | $342 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $682 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $728 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $1,059 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | RESIDENTIAL REIT ETF | $1,064 | 0.00% | 56 | 1 | 1.8% | $19 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1,110 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $1,112 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $1,130 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $1,162 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1,166 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $1,169 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $1,242 | 0.00% | 5 | 5 | — | $1,242 | 新建仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $1,396 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $1,406 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1,595 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $1,792 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $1,815 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1,904 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $1,959 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $2,033 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $2,060 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $2,191 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | $2,218 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $2,233 | 0.00% | 22 | 22 | — | $2,233 | 新建仓 |
| RS | RELIANCE INC COM | $2,242 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $2,265 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $2,270 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $2,331 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | $2,344 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $2,368 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC COM | $2,412 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $2,641 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $2,679 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $2,726 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $2,856 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,872 | 0.00% | 101 | 101 | — | $2,872 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC COM | $2,936 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $3,085 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $3,112 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $3,242 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $3,274 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $3,398 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $3,518 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $3,593 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $3,600 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $3,620 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $3,666 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $4,001 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD COM | $4,008 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4,048 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC COM | $4,051 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $4,094 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $4,112 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $4,153 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $4,338 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $4,384 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $4,409 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $4,434 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO COM | $4,505 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4,514 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $4,554 | 0.00% | 90 | 1 | 1.1% | $51 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $4,575 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $4,803 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $4,980 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $5,040 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $5,054 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,160 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $5,213 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $5,222 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| — | INDIA FUND INC | $5,245 | 0.00% | 446 | 14 | 3.2% | $165 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $5,284 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5,318 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $5,389 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $5,410 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT PREFERRED BALANCE INCOME | $5,501 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $5,577 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $5,583 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $5,604 | 0.00% | 60 | -20 | -25.0% | -$1,868 | 减仓 |
| SNA | SNAP ON INC COM | $5,634 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $5,647 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $5,755 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5,766 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,841 | 0.00% | 46 | 16 | 53.3% | $2,032 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY | $5,911 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $5,946 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY | $6,046 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $6,055 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $6,122 | 0.00% | 71 | 0 | 0.0% | — | 不变 |