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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $1.80亿 | 41.10% | 300,823 | -93,795 | -23.8% | -$5,604.72万 | 减仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $3,044.57万 | 6.96% | 263,197 | 46,566 | 21.5% | $538.66万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2,683.83万 | 6.14% | 744,083 | 89,654 | 13.7% | $323.37万 | 加仓 |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $2,679.55万 | 6.13% | 532,397 | -19,947 | -3.6% | -$100.39万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $2,352.70万 | 5.38% | 283,950 | 55,491 | 24.3% | $459.78万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1,662.79万 | 3.80% | 26,960 | 26,271 | 3,812.9% | $1,620.29万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $1,371.45万 | 3.14% | 20,997 | -295 | -1.4% | -$19.27万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,197.28万 | 2.74% | 94,414 | 3,911 | 4.3% | $49.60万 | 加仓 |
| VO | VANGUARD MID CAP | $1,190.26万 | 2.72% | 84,539 | 1,638 | 2.0% | $23.06万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,170.02万 | 2.68% | 310,231 | 18,097 | 6.2% | $68.25万 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $996.30万 | 2.28% | 140,723 | 7,803 | 5.9% | $55.24万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $574.78万 | 1.31% | 8,838 | -20 | -0.2% | -$1.30万 | 减仓 |
| AAPL | APPLE INC | $490.08万 | 1.12% | 19,310 | -8 | -0.0% | -$2,030 | 减仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $480.02万 | 1.10% | 104,059 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $452.27万 | 1.03% | 46,192 | 958 | 2.1% | $9.38万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $367.00万 | 0.84% | 64,864 | 535 | 0.8% | $3.03万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $345.61万 | 0.79% | 53,935 | 148 | 0.3% | $9,484 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $311.47万 | 0.71% | 40,693 | -53 | -0.1% | -$4,057 | 减仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $301.08万 | 0.69% | 82,989 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $219.21万 | 0.50% | 87,999 | -47,763 | -35.2% | -$118.98万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $214.26万 | 0.49% | 23,667 | 1,548 | 7.0% | $14.01万 | 加仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $199.45万 | 0.46% | 40,367 | -500 | -1.2% | -$2.47万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $187.94万 | 0.43% | 7,909 | 2,143 | 37.2% | $50.92万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $186.81万 | 0.43% | 34,563 | -384 | -1.1% | -$2.08万 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $163.25万 | 0.37% | 35,597 | -29,300 | -45.1% | -$134.37万 | 减仓 |
| XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $155.69万 | 0.36% | 32,626 | -17,686 | -35.2% | -$84.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $146.93万 | 0.34% | 8,425 | -5 | -0.1% | -$872 | 减仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $128.22万 | 0.29% | 30,733 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | $107.60万 | 0.25% | 31,713 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $103.94万 | 0.24% | 19,476 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $100.60万 | 0.23% | 41,449 | -18,053 | -30.3% | -$43.81万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $97.58万 | 0.22% | 13,990 | 2,195 | 18.6% | $15.31万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $96.99万 | 0.22% | 39,187 | 24,350 | 164.1% | $60.27万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $80.35万 | 0.18% | 15,876 | -314 | -1.9% | -$1.59万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $76.96万 | 0.18% | 3,103 | -29 | -0.9% | -$7,192 | 减仓 |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $72.55万 | 0.17% | 14,350 | -1,576 | -9.9% | -$7.97万 | 减仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $69.70万 | 0.16% | 1,505 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $69.45万 | 0.16% | 5,856 | -5,975 | -50.5% | -$70.86万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $66.63万 | 0.15% | 5,014 | 662 | 15.2% | $8.80万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $65.77万 | 0.15% | 27,134 | -796 | -2.8% | -$1.93万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $63.08万 | 0.14% | 1,093 | -15 | -1.4% | -$8,657 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $62.73万 | 0.14% | 6,458 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP INC | $62.69万 | 0.14% | 3,361 | 11 | 0.3% | $2,052 | 加仓 |
| — | EXXON MOBIL CORP COM | $59.48万 | 0.14% | 3,506 | 0 | 0.0% | — | 不变 |
| GOOGL | GOOGLE INC | $56.26万 | 0.13% | 1,957 | 129 | 7.1% | $3.71万 | 加仓 |
| AMZN | AMAZON.COM INC | $54.32万 | 0.12% | 2,608 | 339 | 14.9% | $7.06万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $46.25万 | 0.11% | 8,144 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $44.27万 | 0.10% | 10,658 | 744 | 7.5% | $3.09万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $42.85万 | 0.10% | 2,234 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $34.36万 | 0.08% | 717 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $32.72万 | 0.07% | 1,496 | 1 | 0.1% | $219 | 加仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $32.49万 | 0.07% | 7,640 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $31.59万 | 0.07% | 6,537 | 1 | 0.0% | $48 | 加仓 |
| VTV | VANGUARD VALUE ETF | $26.30万 | 0.06% | 1,341 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $26.23万 | 0.06% | 1,457 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $26.21万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT | $23.51万 | 0.05% | 635 | 106 | 20.0% | $3.92万 | 加仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $22.31万 | 0.05% | 4,768 | 333 | 7.5% | $1.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $21.92万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $19.89万 | 0.05% | 7,759 | 41 | 0.5% | $1,051 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $18.71万 | 0.04% | 3,159 | 1 | 0.0% | $59 | 加仓 |
| AVGO | BROADCOM INC COM | $16.05万 | 0.04% | 519 | 81 | 18.5% | $2.51万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $15.83万 | 0.04% | 552 | 62 | 12.7% | $1.78万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $15.52万 | 0.04% | 2,088 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $15.48万 | 0.04% | 645 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $15.08万 | 0.03% | 1,194 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $14.03万 | 0.03% | 6,530 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $13.79万 | 0.03% | 241 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $13.60万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $12.93万 | 0.03% | 612 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $12.57万 | 0.03% | 338 | -187 | -35.6% | -$6.95万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE | $12.42万 | 0.03% | 655 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $12.26万 | 0.03% | 1,815 | 120 | 7.1% | $8,104 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $11.50万 | 0.03% | 777 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $11.27万 | 0.03% | 996 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.69万 | 0.02% | 4,883 | -1,454 | -22.9% | -$3.18万 | 减仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $10.44万 | 0.02% | 2,339 | 2,339 | — | $10.44万 | 新建仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $9.92万 | 0.02% | 4,012 | 4,012 | — | $9.92万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $9.39万 | 0.02% | 755 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $9.20万 | 0.02% | 1,898 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $9.19万 | 0.02% | 696 | 696 | — | $9.19万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $8.95万 | 0.02% | 642 | -26 | -3.9% | -$3,625 | 减仓 |
| GE | GE AEROSPACE COM NEW | $8.75万 | 0.02% | 308 | -26 | -7.8% | -$7,385 | 减仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $8.64万 | 0.02% | 2,154 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $8.17万 | 0.02% | 657 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $7.94万 | 0.02% | 235 | 235 | — | $7.94万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $7.94万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $7.86万 | 0.02% | 395 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $7.41万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $7.36万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $7.28万 | 0.02% | 1,704 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $7.20万 | 0.02% | 241 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.04万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $6.86万 | 0.02% | 875 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.77万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6.33万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $6.31万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $6.28万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.24万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR | $6.17万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |