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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON COM | $6.55万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $6.34万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $6.30万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $5.92万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5.65万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.38万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR | $5.35万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.17万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.83万 | 0.01% | 141 | 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 |
| CSCO | CISCO SYS INC | $4.70万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $4.69万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.53万 | 0.01% | 388 | 67 | 20.9% | $7,817 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $4.44万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $4.43万 | 0.01% | 896 | 550 | 159.0% | $2.72万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $4.41万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $4.20万 | 0.01% | 435 | 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 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3.95万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3.86万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.84万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.83万 | 0.01% | 356 | 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 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $3.82万 | 0.01% | 1,480 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $3.82万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.80万 | 0.01% | 738 | 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 |
| BIDU | BAIDU COM ADR | $3.71万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $3.66万 | 0.01% | 100 | 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 |
| BAX | BAXTER INTL INC COM | $3.51万 | 0.01% | 1,645 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $3.46万 | 0.01% | 371 | 371 | — | $3.46万 | 新建仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $3.39万 | 0.01% | 396 | 396 | — | $3.39万 | 新建仓 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $3.35万 | 0.01% | 1,100 | -305 | -21.7% | -$9,299 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $3.33万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $3.30万 | 0.01% | 1,362 | 1,362 | — | $3.30万 | 新建仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $3.29万 | 0.01% | 1,303 | 1,303 | — | $3.29万 | 新建仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $3.25万 | 0.01% | 1,065 | -285 | -21.1% | -$8,701 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $3.16万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $3.11万 | 0.01% | 73 | 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 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $3.02万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.95万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $2.89万 | 0.01% | 25 | -210 | -89.4% | -$24.24万 | 减仓 |
| ONDS | ONDAS INC COM NEW | $2.84万 | 0.01% | 3,450 | 3,450 | — | $2.84万 | 新建仓 |
| PGF | INVESCO FINANCIAL PREFERRED ETF | $2.63万 | 0.01% | 1,919 | 29 | 1.5% | $398 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $2.61万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $2.42万 | 0.00% | 105 | -47 | -30.9% | -$1.08万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $2.39万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $2.38万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $2.38万 | 0.00% | 150 | 150 | — | $2.38万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.37万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $2.31万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2.30万 | 0.00% | 215 | 215 | — | $2.30万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $2.30万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.24万 | 0.00% | 494 | 428 | 648.5% | $1.94万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2.24万 | 0.00% | 618 | 1 | 0.2% | $36 | 加仓 |
| USB | US BANCORP COM NEW | $2.19万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $2.19万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $2.18万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $2.09万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $2.03万 | 0.00% | 1,474 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $1.96万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.91万 | 0.00% | 517 | 37 | 7.7% | $1,365 | 加仓 |
| MCK | MCKESSON CORP COM | $1.89万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $1.86万 | 0.00% | 249 | 249 | — | $1.86万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.83万 | 0.00% | 525 | 42 | 8.7% | $1,462 | 加仓 |
| CAT | CATERPILLAR INC COM | $1.81万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $1.80万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.78万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $1.78万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $1.74万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.73万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $1.73万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.72万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1.71万 | 0.00% | 204 | 1 | 0.5% | $84 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $1.68万 | 0.00% | 1,550 | -820 | -34.6% | -$8,889 | 减仓 |
| BLK | BLACKROCK INC COM | $1.63万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $1.60万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.47万 | 0.00% | 65 | 65 | — | $1.47万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $1.44万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.44万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.39万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $1.39万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.39万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1.36万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $1.36万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.32万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $1.31万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.31万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.29万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1.27万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $1.24万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.22万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.21万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.21万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $1.19万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $1.18万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.18万 | 0.00% | 2,017 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | $1.16万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |