JMN Financial LLC
NEW ALBANY OH · SEC CIK 0002113267
$1.29亿2026Q2 申报市值
229持仓数
27.8%前十大占比 · 第一大 4.5%
68 / 37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
DVN 新建仓+$60.59万
AMZN 加仓+$57.56万
ALL 新建仓+$56.60万
BSV 加仓+$52.40万
AMD 新建仓+$48.68万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$48.22万
HCA 清仓-$44.58万
HD 清仓-$43.32万
SPTL 清仓-$41.03万
CVX 清仓-$37.16万
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -13,722 | -100.0% | -$48.22万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -942 | -100.0% | -$44.58万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,317 | -100.0% | -$43.32万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,600 | -100.0% | -$41.03万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,796 | -100.0% | -$37.16万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,512 | -100.0% | -$36.75万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -2,018 | -100.0% | -$34.73万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,117 | -100.0% | -$34.72万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,866 | -100.0% | -$32.22万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -407 | -100.0% | -$32.16万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -970 | -100.0% | -$30.47万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -1,819 | -100.0% | -$30.04万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,180 | -100.0% | -$30.03万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -9,256 | -100.0% | -$28.86万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,100 | -100.0% | -$26.66万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -29,467 | -100.0% | -$25.73万 | 清仓 |
| HAFN | HAFNIA LTD | $0 | 0.00% | 0 | -33,839 | -100.0% | -$25.72万 | 清仓 |
| TLK | TELEKOMUNIKASI IND | $0 | 0.00% | 0 | -13,188 | -100.0% | -$24.64万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,692 | -100.0% | -$24.57万 | 清仓 |
| TIMB | TIM S A | $0 | 0.00% | 0 | -9,190 | -100.0% | -$24.56万 | 清仓 |
| BKU | BANKUNITED INC | $0 | 0.00% | 0 | -5,270 | -100.0% | -$23.80万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -1,945 | -100.0% | -$22.46万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -1,592 | -100.0% | -$22.46万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,098 | -100.0% | -$22.42万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,552 | -100.0% | -$22.31万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -255 | -100.0% | -$22.09万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,870 | -100.0% | -$21.90万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -3,265 | -100.0% | -$21.53万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -621 | -100.0% | -$21.43万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -14,208 | -100.0% | -$21.34万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -8,690 | -100.0% | -$21.13万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -1,875 | -100.0% | -$21.08万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -3,330 | -100.0% | -$21.04万 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -473 | -100.0% | -$20.23万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,405 | -100.0% | -$20.07万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -16,017 | -100.0% | -$4.05万 | 清仓 |
| SABR | SABRE CORP | $0 | 0.00% | 0 | -10,576 | -100.0% | -$1.53万 | 清仓 |
| — | PICARD MEDICAL INC | $3,906 | 0.00% | 23,888 | 23,888 | — | $3,906 | 新建仓 |
| — | HERON THERAPEUTICS INC | $4,810 | 0.00% | 11,269 | 11,269 | — | $4,810 | 新建仓 |
| — | NEW FORTRESS ENERGY INC | $5,419 | 0.00% | 14,925 | 14,925 | — | $5,419 | 新建仓 |
| — | DOCGO INC | $5,873 | 0.00% | 11,380 | 11,380 | — | $5,873 | 新建仓 |
| — | ALIGHT INC | $6,439 | 0.01% | 11,499 | -15,518 | -57.4% | -$8,689 | 重新持有 |
| — | MERCER INTL INC | $7,155 | 0.01% | 10,841 | 10,841 | — | $7,155 | 新建仓 |
| — | SELECTQUOTE INC | $9,473 | 0.01% | 11,263 | 11,263 | — | $9,473 | 新建仓 |
| — | DEFINITIVE HEALTHCARE CORP | $1.08万 | 0.01% | 12,994 | 12,994 | — | $1.08万 | 新建仓 |
| REI | RING ENERGY INC | $1.29万 | 0.01% | 11,907 | 11,907 | — | $1.29万 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC | $2.44万 | 0.02% | 76,748 | 76,748 | — | $2.44万 | 新建仓 |
| COTY | COTY INC | $2.44万 | 0.02% | 11,291 | 11,291 | — | $2.44万 | 新建仓 |
| RLX | RLX TECHNOLOGY INC | $3.13万 | 0.02% | 16,450 | 16,450 | — | $3.13万 | 新建仓 |
| GDRX | GOODRX HLDGS INC | $3.29万 | 0.03% | 11,429 | 0 | 0.0% | — | 不变 |
| — | BRC INC | $3.42万 | 0.03% | 30,819 | 9,433 | 44.1% | $1.05万 | 加仓 |
| AMC | AMC ENTMT HLDGS INC | $4.09万 | 0.03% | 21,518 | 21,518 | — | $4.09万 | 新建仓 |
| NCMI | NATIONAL CINEMEDIA INC | $4.59万 | 0.04% | 12,078 | 12,078 | — | $4.59万 | 新建仓 |
| — | MAXCYTE INC | $5.15万 | 0.04% | 41,839 | 41,839 | — | $5.15万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $5.51万 | 0.04% | 11,272 | 0 | 0.0% | — | 不变 |
| TBLA | TABOOLA.COM LTD | $6.26万 | 0.05% | 12,514 | 1,728 | 16.0% | $8,640 | 加仓 |
| ADT | ADT INC DEL | $7.07万 | 0.05% | 10,788 | 10,788 | — | $7.07万 | 新建仓 |
| PD | PAGERDUTY INC | $11.77万 | 0.09% | 12,194 | 12,194 | — | $11.77万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $13.65万 | 0.11% | 14,874 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $20.11万 | 0.16% | 1,691 | 1,691 | — | $20.11万 | 新建仓 |
| IWD | ISHARES TR | $20.12万 | 0.16% | 830 | 830 | — | $20.12万 | 新建仓 |
| SON | SONOCO PRODS CO | $20.13万 | 0.16% | 3,573 | -1,227 | -25.6% | -$6.91万 | 减仓 |
| WMK | WEIS MKTS INC | $20.29万 | 0.16% | 2,591 | 2,591 | — | $20.29万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $20.33万 | 0.16% | 1,367 | -346 | -20.2% | -$5.15万 | 减仓 |
| EWT | ISHARES INC | $20.36万 | 0.16% | 1,875 | 1,875 | — | $20.36万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $20.51万 | 0.16% | 15,468 | 341 | 2.3% | $4,522 | 重新持有 |
| GDXJ | VANECK ETF TRUST | $20.70万 | 0.16% | 2,107 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $20.73万 | 0.16% | 515 | 515 | — | $20.73万 | 新建仓 |
| LEA | LEAR CORP | $20.73万 | 0.16% | 1,546 | 1,546 | — | $20.73万 | 新建仓 |
| APH | AMPHENOL CORP | $20.81万 | 0.16% | 1,178 | -1,095 | -48.2% | -$19.35万 | 减仓 |
| CNC | CENTENE CORP DEL | $21.01万 | 0.16% | 3,273 | 3,273 | — | $21.01万 | 新建仓 |
| CMI | CUMMINS INC | $21.04万 | 0.16% | 295 | 295 | — | $21.04万 | 新建仓 |
| USB | US BANCORP | $21.25万 | 0.17% | 3,481 | -289 | -7.7% | -$1.76万 | 重新持有 |
| OPY | OPPENHEIMER HLDGS INC | $21.59万 | 0.17% | 2,046 | 2,046 | — | $21.59万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $21.64万 | 0.17% | 12,813 | 588 | 4.8% | $9,932 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $21.82万 | 0.17% | 4,331 | -51 | -1.2% | -$2,570 | 减仓 |
| CMCSA | COMCAST CORP NEW | $21.94万 | 0.17% | 8,935 | -4,793 | -34.9% | -$11.77万 | 减仓 |
| IUSV | ISHARES TR | $21.96万 | 0.17% | 1,994 | -49 | -2.4% | -$5,397 | 减仓 |
| KFY | KORN FERRY | $22.15万 | 0.17% | 3,326 | 3,326 | — | $22.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $22.18万 | 0.17% | 1,622 | -1,681 | -50.9% | -$22.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $22.51万 | 0.18% | 2,561 | -206 | -7.4% | -$1.81万 | 减仓 |
| GRC | GORMAN RUPP CO | $22.61万 | 0.18% | 2,465 | 2,465 | — | $22.61万 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC | $22.71万 | 0.18% | 5,383 | 5,383 | — | $22.71万 | 新建仓 |
| HRB | BLOCK H & R INC | $22.74万 | 0.18% | 5,897 | 5,897 | — | $22.74万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.87万 | 0.18% | 457 | 457 | — | $22.87万 | 新建仓 |
| KMT | KENNAMETAL INC | $23.07万 | 0.18% | 6,581 | -1,736 | -20.9% | -$6.08万 | 减仓 |
| DXJ | WISDOMTREE TR | $23.11万 | 0.18% | 1,332 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $23.18万 | 0.18% | 1,089 | 1,089 | — | $23.18万 | 新建仓 |
| NWSA | NEWS CORP NEW | $23.23万 | 0.18% | 9,356 | 9,356 | — | $23.23万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.35万 | 0.18% | 365 | 365 | — | $23.35万 | 新建仓 |
| AMCR | AMCOR PLC | $23.35万 | 0.18% | 5,386 | 5,386 | — | $23.35万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $23.41万 | 0.18% | 4,077 | 113 | 2.9% | $6,488 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $23.46万 | 0.18% | 2,182 | 2,182 | — | $23.46万 | 新建仓 |
| SMBC | SOUTHERN MO BANCORP INC | $23.46万 | 0.18% | 3,078 | 3,078 | — | $23.46万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $23.48万 | 0.18% | 4,140 | 4,140 | — | $23.48万 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $23.48万 | 0.18% | 7,641 | -345 | -4.3% | -$1.06万 | 减仓 |
| SNDK | SANDISK CORP | $23.53万 | 0.18% | 103 | 103 | — | $23.53万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.75万 | 0.18% | 2,926 | 2,926 | — | $23.75万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $23.84万 | 0.19% | 10,761 | 3,486 | 47.9% | $7.72万 | 重新持有 |
| GDX | VANECK ETF TRUST | $23.99万 | 0.19% | 3,180 | 0 | 0.0% | — | 不变 |