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 |
|---|---|---|---|---|---|---|---|---|
| ICF | ISHARES SELECT U.S. REIT ETF | $6.07万 | 0.01% | 980 | 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 |
| CVX | CHEVRON CORPORATION COM | $5.50万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5.42万 | 0.01% | 372 | 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 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $5.22万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $5.21万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.70万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $4.41万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $4.30万 | 0.01% | 431 | 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 |
| V | VISA INC | $4.26万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $4.16万 | 0.01% | 1,350 | 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 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.78万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $3.77万 | 0.01% | 1,480 | 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 |
| WFC | WELLS FARGO & CO COM | $3.70万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.70万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU COM ADR | $3.62万 | 0.01% | 325 | 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 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3.26万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $3.18万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $3.17万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3.11万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $2.90万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $2.76万 | 0.01% | 1,645 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $2.74万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.74万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $2.70万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO FINANCIAL PREFERRED ETF | $2.60万 | 0.01% | 1,890 | 27 | 1.4% | $372 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.58万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $2.58万 | 0.01% | 2,370 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD EUROPEAN | $2.57万 | 0.01% | 312 | 312 | — | $2.57万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $2.46万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $2.43万 | 0.01% | 254 | 254 | — | $2.43万 | 新建仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $2.27万 | 0.01% | 761 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $2.18万 | 0.00% | 104 | -18 | -14.8% | -$3,781 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $2.18万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $2.16万 | 0.00% | 25 | -5 | -16.7% | -$4,327 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.05万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $2.04万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2.03万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.91万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $1.91万 | 0.00% | 289 | 289 | — | $1.91万 | 新建仓 |
| USB | US BANCORP COM NEW | $1.89万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1.81万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $1.70万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $1.70万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.67万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $1.66万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.66万 | 0.00% | 1,474 | 1,474 | — | $1.66万 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $1.65万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $1.63万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $1.62万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.62万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $1.59万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.57万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1.53万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.49万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.49万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.47万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $1.46万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $1.43万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.38万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $1.38万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1.38万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $1.37万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.33万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $1.32万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.31万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES INC MSCI HONG KONG INDEX FD | $1.27万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.26万 | 0.00% | 296 | 296 | — | $1.26万 | 新建仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.26万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $1.21万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $1.20万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $1.20万 | 0.00% | 52 | 52 | — | $1.20万 | 新建仓 |
| BAC | BANK AMERICA CORP COM | $1.17万 | 0.00% | 239 | -135 | -36.1% | -$6,581 | 减仓 |
| WM | WASTE MANAGEMENT INC | $1.15万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.14万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | $1.10万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.10万 | 0.00% | 241 | 241 | — | $1.10万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE FUND | $1.08万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.08万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.08万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $1.06万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $1.06万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1.02万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.01万 | 0.00% | 2,017 | 2,017 | — | $1.01万 | 新建仓 |
| MA | MASTERCARD INC | $1.01万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $9,867 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $9,652 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $9,317 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9,125 | 0.00% | 27 | 27 | — | $9,125 | 新建仓 |
| MOO | MARKET VECTORS ETF TRUST AGRIBUSINESS | $8,901 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $8,662 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $8,660 | 0.00% | 80 | 80 | — | $8,660 | 新建仓 |