13F 机构持仓

JDM Financial Group LLC

AUSTIN TX · SEC CIK 0001960212

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.07亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 41.1%
BKLC 7.0%
SPDW 6.1%
XHLF 6.1%
SGOV 5.4%
MDY 3.8%
IVV 3.1%
VB 2.7%
VO 2.7%
SPEM 2.7%

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
BSX BOSTON SCIENTIFIC CORP COM $1,6320.00%26 00.0% — 不变
CRML CRITICAL METALS CORP PUBCO ORD SHS $1,5960.00%201 00.0% — 不变
MP MP MATERIALS CORP COM CL A $1,5440.00%32 00.0% — 不变
DOX AMDOCS LTD SHS $1,5010.00%23 -113-83.1% -$7,374 减仓
FIS FIDELITY NATL INFORMATION SVCS COM $1,4070.00%30 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $1,3710.00%18 18— $1,371 新建仓
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK $1,3080.00%61 61— $1,308 新建仓
CPER UNITED STATES COPPER INDEX FUND $1,2740.00%37 00.0% — 不变
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $1,0220.00%12 00.0% — 不变
IDA IDACORP INC COM $1,0010.00%7 7— $1,001 新建仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $9960.00%6 6— $996 新建仓
— RESIDENTIAL REIT ETF $9470.00%55 00.0% — 不变
F FORD MOTOR COMPANY $9230.00%80 00.0% — 不变
OMC OMNICOM GROUP INC COM $7530.00%10 10— $753 新建仓
ADC AGREE RLTY CORP COM $6780.00%9 9— $678 新建仓
REAL THE REALREAL INC COM $2630.00%29 00.0% — 不变
— QUINCE THERAPEUTICS INC COM $340.00%340 00.0% — 不变
WOLF CREE INC $160.00%1 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $00.00%0 -2,615-100.0% -$25.15万 清仓
PANW PALO ALTO NETWORKS INC COM $00.00%0 -138-100.0% -$2.54万 清仓
— TRISALUS LIFE SCIENCES INC COM $00.00%0 -530-100.0% -$3,699 清仓
SMCI SUPER MICRO COMPUTER INC COM NEW $00.00%0 -120-100.0% -$3,512 清仓