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 |
|---|---|---|---|---|---|---|---|---|
| UTF | COHEN & STEERS INFRASTRUCTURE FUND | $1.15万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES INC MSCI HONG KONG INDEX FD | $1.15万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $1.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $1.10万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $1.09万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $1.06万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1.05万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $1.04万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $9,928 | 0.00% | 100 | 100 | — | $9,928 | 新建仓 |
| EWBC | EAST WEST BANCORP INC COM | $9,811 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $9,571 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $9,280 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $9,156 | 0.00% | 350 | 350 | — | $9,156 | 新建仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $8,920 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MOO | MARKET VECTORS ETF TRUST AGRIBUSINESS | $8,342 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $8,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $8,205 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $8,124 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $8,042 | 0.00% | 200 | 200 | — | $8,042 | 新建仓 |
| NVS | NOVARTIS AG ADR | $7,993 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $7,856 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7,837 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $7,554 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $7,226 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $7,093 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $6,978 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $6,972 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $6,739 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $6,732 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $6,566 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $6,519 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $6,434 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $6,387 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $6,375 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $6,304 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $6,284 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6,172 | 0.00% | 227 | 8 | 3.7% | $218 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $6,124 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $6,122 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $6,055 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY | $6,046 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $5,946 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY | $5,911 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,841 | 0.00% | 46 | 16 | 53.3% | $2,032 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5,766 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $5,755 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $5,647 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $5,634 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $5,604 | 0.00% | 60 | -20 | -25.0% | -$1,868 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $5,583 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $5,577 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT PREFERRED BALANCE INCOME | $5,501 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $5,410 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $5,389 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5,318 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPON ADS CL A | $5,284 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| — | INDIA FUND INC | $5,245 | 0.00% | 446 | 14 | 3.2% | $165 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $5,222 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $5,213 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,160 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $5,054 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $5,040 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $4,980 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $4,803 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $4,575 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $4,554 | 0.00% | 90 | 1 | 1.1% | $51 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4,514 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO COM | $4,505 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $4,434 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $4,409 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $4,384 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $4,338 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $4,153 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $4,112 | 0.00% | 205 | 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 |
| EGP | EASTGROUP PPTYS INC COM | $4,051 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4,048 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD COM | $4,008 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $4,001 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $3,666 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $3,620 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $3,600 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $3,593 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $3,518 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $3,398 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $3,274 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $3,242 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $3,112 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $3,085 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $2,936 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,872 | 0.00% | 101 | 101 | — | $2,872 | 新建仓 |
| NFLX | NETFLIX INC. COM | $2,856 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $2,726 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $2,679 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $2,641 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC COM | $2,412 | 0.00% | 530 | 0 | 0.0% | — | 不变 |