13F 机构持仓

JDM Financial Group LLC

AUSTIN TX · SEC CIK 0001960212

2026Q22026Q1 更早 9 个季度 🔒
$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
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 46.1%
BKLC 6.8%
SPDW 6.4%
XHLF 4.9%
SGOV 4.4%
IVV 3.1%
VB 2.7%
VO 2.6%
SPEM 2.5%
VNQ 2.2%

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
INGR INGREDION INC COM $2,3680.00%25 00.0% — 不变
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY $2,3440.00%69 00.0% — 不变
DGX QUEST DIAGNOSTICS INC COM $2,3310.00%11 00.0% — 不变
WELL WELLTOWER INC COM $2,2700.00%10 00.0% — 不变
ICOP ISHARES COPPER AND METALS MINING ETF $2,2650.00%46 00.0% — 不变
RS RELIANCE INC COM $2,2420.00%6 00.0% — 不变
ECHO ECHOSTAR CORP CL A $2,2330.00%22 22— $2,233 新建仓
— INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY $2,2180.00%71 00.0% — 不变
NRG NRG ENERGY INC COM NEW $2,1910.00%15 00.0% — 不变
CRML CRITICAL METALS CORP PUBCO ORD SHS $2,0600.00%201 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP COM $2,0330.00%280 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC COM $1,9590.00%7 00.0% — 不变
T AT&T INC COM $1,9040.00%92 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK $1,8150.00%61 00.0% — 不变
MP MP MATERIALS CORP COM CL A $1,7920.00%32 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $1,5950.00%18 00.0% — 不变
E ENI SPA SPONSORED ADR $1,4060.00%30 00.0% — 不变
CPER UNITED STATES COPPER INDEX FUND $1,3960.00%37 00.0% — 不变
LNG CHENIERE ENERGY INC COM NEW $1,2420.00%5 5— $1,242 新建仓
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $1,1690.00%12 00.0% — 不变
FIS FIDELITY NATL INFORMATION SVCS COM $1,1660.00%30 00.0% — 不变
DOX AMDOCS LTD SHS $1,1620.00%23 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN COM NEW $1,1300.00%6 00.0% — 不变
F FORD MOTOR COMPANY $1,1120.00%80 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP COM $1,1100.00%26 00.0% — 不变
— RESIDENTIAL REIT ETF $1,0640.00%56 11.8% $19 加仓
IDA IDACORP INC COM $1,0590.00%7 00.0% — 不变
OMC OMNICOM GROUP INC COM $7280.00%10 00.0% — 不变
ADC AGREE RLTY CORP COM $6820.00%9 00.0% — 不变
REAL THE REALREAL INC COM $3420.00%29 00.0% — 不变
WOLF CREE INC $480.00%1 00.0% — 不变
— QUINCE THERAPEUTICS INC COM $180.00%1 1— $18 新建仓
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF $00.00%0 -35,597-100.0% -$163.25万 清仓
XSVN BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF $00.00%0 -32,626-100.0% -$155.69万 清仓
— EXXON MOBIL CORP COM $00.00%0 -3,506-100.0% -$59.48万 清仓
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF $00.00%0 -4,012-100.0% -$9.92万 清仓
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY $00.00%0 -1,500-100.0% -$5.99万 清仓
— HONEYWELL INTL INC COM $00.00%0 -75-100.0% -$1.70万 清仓
UBER UBER TECHNOLOGIES INC COM $00.00%0 -150-100.0% -$1.08万 清仓
— HOLOGIC INC COM $00.00%0 -65-100.0% -$4,913 清仓
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -101-100.0% -$2,602 清仓
— QUINCE THERAPEUTICS INC COM $00.00%0 -340-100.0% -$34 清仓