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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $24.07万 | 0.19% | 2,200 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $24.14万 | 0.19% | 1,016 | -156 | -13.3% | -$3.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.83万 | 0.19% | 265 | -205 | -43.6% | -$19.21万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $24.88万 | 0.19% | 2,563 | 54 | 2.2% | $5,241 | 加仓 |
| APP | APPLOVIN CORP | $25.12万 | 0.20% | 487 | -59 | -10.8% | -$3.04万 | 减仓 |
| GM | GENERAL MTRS CO | $25.22万 | 0.20% | 3,271 | -1,137 | -25.8% | -$8.77万 | 减仓 |
| ESLT | ELBIT SYS LTD | $25.34万 | 0.20% | 333 | 92 | 38.2% | $7.00万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $25.50万 | 0.20% | 2,231 | 447 | 25.1% | $5.11万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $25.86万 | 0.20% | 18,844 | -2,829 | -13.1% | -$3.88万 | 减仓 |
| CTVA | CORTEVA INC | $25.87万 | 0.20% | 3,055 | 504 | 19.8% | $4.27万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $26.11万 | 0.20% | 4,593 | -676 | -12.8% | -$3.84万 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $26.11万 | 0.20% | 19,269 | -603 | -3.0% | -$8,171 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $26.18万 | 0.20% | 1,231 | -393 | -24.2% | -$8.36万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $26.20万 | 0.20% | 652 | 652 | — | $26.20万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $26.30万 | 0.20% | 4,243 | -112 | -2.6% | -$6,943 | 减仓 |
| MFC | MANULIFE FINL CORP | $26.39万 | 0.21% | 6,515 | -1,442 | -18.1% | -$5.84万 | 减仓 |
| APA | APA CORPORATION | $26.39万 | 0.21% | 8,103 | 8,103 | — | $26.39万 | 新建仓 |
| ORCL | ORACLE CORP | $26.63万 | 0.21% | 1,817 | 7 | 0.4% | $1,026 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $26.66万 | 0.21% | 18,855 | 18,855 | — | $26.66万 | 新建仓 |
| ADBE | ADOBE INC | $26.67万 | 0.21% | 1,301 | 1,301 | — | $26.67万 | 新建仓 |
| TER | TERADYNE INC | $26.71万 | 0.21% | 552 | 552 | — | $26.71万 | 新建仓 |
| MTX | MINERALS TECHNOLOGIES INC | $26.82万 | 0.21% | 3,626 | 3,626 | — | $26.82万 | 新建仓 |
| PLXS | PLEXUS CORP | $26.91万 | 0.21% | 895 | -262 | -22.6% | -$7.88万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.97万 | 0.21% | 2,437 | 155 | 6.8% | $1.72万 | 加仓 |
| WIT | WIPRO LTD | $27.68万 | 0.22% | 123,026 | 123,026 | — | $27.68万 | 新建仓 |
| INTC | INTEL CORP | $27.70万 | 0.22% | 1,983 | 1,983 | — | $27.70万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.95万 | 0.22% | 1,118 | 1,118 | — | $27.95万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $28.08万 | 0.22% | 5,881 | 5,881 | — | $28.08万 | 新建仓 |
| GNTX | GENTEX CORP | $28.43万 | 0.22% | 11,249 | 2,156 | 23.7% | $5.45万 | 重新持有 |
| PRDO | PERDOCEO ED CORP | $28.54万 | 0.22% | 8,919 | -975 | -9.9% | -$3.12万 | 减仓 |
| DBX | DROPBOX INC | $28.57万 | 0.22% | 10,401 | 10,401 | — | $28.57万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $28.98万 | 0.23% | 4,813 | -134 | -2.7% | -$8,069 | 减仓 |
| BYD | BOYD GAMING CORP | $29.07万 | 0.23% | 3,283 | 3,283 | — | $29.07万 | 新建仓 |
| UNM | UNUM GROUP | $29.39万 | 0.23% | 3,287 | -845 | -20.5% | -$7.56万 | 减仓 |
| SNA | SNAP ON INC | $29.46万 | 0.23% | 732 | -334 | -31.3% | -$13.44万 | 减仓 |
| BIIB | BIOGEN INC | $30.49万 | 0.24% | 1,411 | 1,411 | — | $30.49万 | 新建仓 |
| BWA | BORGWARNER INC | $30.96万 | 0.24% | 4,663 | 4,663 | — | $30.96万 | 新建仓 |
| TJX | TJX COS INC NEW | $31.42万 | 0.24% | 2,074 | 735 | 54.9% | $11.14万 | 加仓 |
| DOV | DOVER CORP | $31.76万 | 0.25% | 1,416 | -264 | -15.7% | -$5.92万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.01万 | 0.25% | 628 | 99 | 18.7% | $5.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.20万 | 0.25% | 7,604 | 2,951 | 63.4% | $12.50万 | 加仓 |
| LEN | LENNAR CORP | $32.39万 | 0.25% | 3,579 | 3,579 | — | $32.39万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $32.68万 | 0.25% | 10,196 | 10,196 | — | $32.68万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $33.09万 | 0.26% | 3,646 | 536 | 17.2% | $4.86万 | 加仓 |
| FDX | FEDEX CORP | $33.46万 | 0.26% | 1,063 | 122 | 13.0% | $3.84万 | 加仓 |
| MPC | MARATHON PETE CORP | $33.54万 | 0.26% | 1,312 | 1,312 | — | $33.54万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $33.60万 | 0.26% | 4,418 | 945 | 27.2% | $7.19万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $33.64万 | 0.26% | 14,230 | 14,230 | — | $33.64万 | 新建仓 |
| VRSN | VERISIGN INC | $33.67万 | 0.26% | 1,338 | 165 | 14.1% | $4.15万 | 重新持有 |
| DVY | ISHARES TR | $33.71万 | 0.26% | 2,157 | -12 | -0.6% | -$1,876 | 减仓 |
| TGT | TARGET CORP | $33.78万 | 0.26% | 2,586 | 2,586 | — | $33.78万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.17万 | 0.27% | 688 | 134 | 24.2% | $6.66万 | 加仓 |
| OVV | OVINTIV INC | $34.23万 | 0.27% | 6,502 | 6,502 | — | $34.23万 | 新建仓 |
| TXT | TEXTRON INC | $34.38万 | 0.27% | 3,747 | -514 | -12.1% | -$4.72万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $34.39万 | 0.27% | 2,565 | 2,565 | — | $34.39万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $34.48万 | 0.27% | 7,451 | 1,616 | 27.7% | $7.48万 | 加仓 |
| IUSG | ISHARES TR | $34.50万 | 0.27% | 1,834 | 0 | 0.0% | — | 不变 |
| WB | WEIBO CORP | $34.70万 | 0.27% | 47,803 | 22,137 | 86.3% | $16.07万 | 加仓 |
| KB | KB FINL GROUP INC | $35.25万 | 0.27% | 3,358 | 291 | 9.5% | $3.05万 | 加仓 |
| ENS | ENERSYS | $35.44万 | 0.28% | 1,514 | 1,514 | — | $35.44万 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $35.47万 | 0.28% | 5,768 | 1,277 | 28.4% | $7.85万 | 加仓 |
| RIO | RIO TINTO PLC | $35.84万 | 0.28% | 3,775 | 191 | 5.3% | $1.81万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $35.97万 | 0.28% | 10,417 | 1,784 | 20.7% | $6.16万 | 加仓 |
| MOV | MOVADO GROUP INC | $36.18万 | 0.28% | 9,205 | 9,205 | — | $36.18万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $36.47万 | 0.28% | 710 | 136 | 23.7% | $6.99万 | 加仓 |
| IWM | ISHARES TR | $36.90万 | 0.29% | 1,228 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $36.99万 | 0.29% | 1,078 | 232 | 27.4% | $7.96万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $37.80万 | 0.29% | 5,285 | -185 | -3.4% | -$1.32万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $38.21万 | 0.30% | 3,545 | -478 | -11.9% | -$5.15万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $38.29万 | 0.30% | 990 | 990 | — | $38.29万 | 新建仓 |
| GEV | GE VERNOVA INC | $38.91万 | 0.30% | 331 | -20 | -5.7% | -$2.35万 | 减仓 |
| TDC | TERADATA CORP DEL | $38.92万 | 0.30% | 11,232 | -255 | -2.2% | -$8,836 | 减仓 |
| MRK | MERCK & CO INC | $39.42万 | 0.31% | 3,048 | -286 | -8.6% | -$3.70万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $39.62万 | 0.31% | 6,516 | -49 | -0.7% | -$2,979 | 减仓 |
| AMGN | AMGEN INC | $39.95万 | 0.31% | 1,103 | 275 | 33.2% | $9.96万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $40.10万 | 0.31% | 18,005 | 18,005 | — | $40.10万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $40.11万 | 0.31% | 6,873 | 1,675 | 32.2% | $9.78万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $40.25万 | 0.31% | 9,646 | 3,021 | 45.6% | $12.61万 | 加仓 |
| GSK | GSK PLC | $40.71万 | 0.32% | 7,697 | 409 | 5.6% | $2.16万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $40.82万 | 0.32% | 3,815 | 852 | 28.8% | $9.12万 | 加仓 |
| KGC | KINROSS GOLD CORP | $40.87万 | 0.32% | 17,301 | 652 | 3.9% | $1.54万 | 加仓 |
| AME | AMETEK INC | $41.20万 | 0.32% | 1,703 | -191 | -10.1% | -$4.62万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $41.34万 | 0.32% | 428 | 428 | — | $41.34万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.71万 | 0.32% | 1,003 | 303 | 43.3% | $12.60万 | 重新持有 |
| GWW | WW GRAINGER INC | $42.85万 | 0.33% | 315 | 111 | 54.4% | $15.10万 | 加仓 |
| ACT | ENACT HLDGS INC | $43.09万 | 0.34% | 9,427 | 331 | 3.6% | $1.51万 | 加仓 |
| BPOP | POPULAR INC | $43.49万 | 0.34% | 2,637 | 546 | 26.1% | $9.01万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $43.92万 | 0.34% | 3,863 | 1,341 | 53.2% | $15.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $44.19万 | 0.34% | 1,350 | 127 | 10.4% | $4.16万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $44.20万 | 0.34% | 15,672 | -2,021 | -11.4% | -$5.70万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $44.25万 | 0.34% | 1,427 | -191 | -11.8% | -$5.92万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $44.94万 | 0.35% | 14,760 | -1,734 | -10.5% | -$5.28万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $46.36万 | 0.36% | 3,180 | 151 | 5.0% | $2.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.53万 | 0.37% | 2,604 | 246 | 10.4% | $4.49万 | 加仓 |
| CBT | CABOT CORP | $48.18万 | 0.37% | 5,305 | 2,410 | 83.2% | $21.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.68万 | 0.38% | 838 | 838 | — | $48.68万 | 新建仓 |
| ABBV | ABBVIE INC | $49.04万 | 0.38% | 1,948 | -257 | -11.7% | -$6.47万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $49.28万 | 0.38% | 3,408 | 76 | 2.3% | $1.10万 | 加仓 |
| NFLX | NETFLIX INC. | $49.73万 | 0.39% | 6,965 | -57 | -0.8% | -$4,070 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.25万 | 0.39% | 3,977 | -207 | -4.9% | -$2.62万 | 减仓 |