JMN Financial LLC
NEW ALBANY OH · SEC CIK 0002113267
$1.02亿2026Q1 申报市值
189持仓数
29.0%前十大占比 · 第一大 5.2%
49 / 44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
BSV 加仓+$133.94万
SCHP 新建仓+$60.07万
VOO 加仓+$44.88万
SPTL 新建仓+$41.03万
CMCSA 新建仓+$39.42万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$39.43万
CNO 清仓-$37.67万
CTSH 清仓-$37.45万
CTAS 清仓-$36.13万
MSFT 减仓-$34.91万
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 |
|---|---|---|---|---|---|---|---|---|
| EVRG | EVERGY INC | $56.89万 | 0.56% | 6,944 | 790 | 12.8% | $6.47万 | 加仓 |
| FULT | FULTON FINL CORP PA | $57.40万 | 0.56% | 28,222 | 4,517 | 19.1% | $9.19万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.31万 | 0.57% | 4,184 | 508 | 13.8% | $7.08万 | 加仓 |
| WF | WOORI FINL GROUP INC | $59.14万 | 0.58% | 8,880 | -754 | -7.8% | -$5.02万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $59.34万 | 0.58% | 27,395 | -10,951 | -28.6% | -$23.72万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $60.07万 | 0.59% | 22,575 | 22,575 | — | $60.07万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $62.42万 | 0.61% | 6,747 | 1,630 | 31.9% | $15.08万 | 加仓 |
| SEIC | SEI INVTS CO | $62.85万 | 0.62% | 8,009 | -3,026 | -27.4% | -$23.75万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $64.33万 | 0.63% | 3,278 | 152 | 4.9% | $2.98万 | 加仓 |
| NFLX | NETFLIX INC. | $67.52万 | 0.66% | 7,022 | -260 | -3.6% | -$2.50万 | 减仓 |
| EVR | EVERCORE INC | $68.12万 | 0.67% | 2,282 | 50 | 2.2% | $1.49万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $70.30万 | 0.69% | 9,664 | 1,409 | 17.1% | $10.25万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $70.61万 | 0.69% | 13,745 | 2,004 | 17.1% | $10.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.50万 | 0.74% | 13,969 | 145 | 1.0% | $7,838 | 加仓 |
| SAN | BANCO SANTANDER SA | $76.87万 | 0.76% | 68,146 | 5,281 | 8.4% | $5.96万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $78.00万 | 0.77% | 5,350 | 199 | 3.9% | $2.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $78.17万 | 0.77% | 2,287 | 121 | 5.6% | $4.14万 | 加仓 |
| DAC | DANAOS CORPORATION | $80.64万 | 0.79% | 7,159 | 937 | 15.1% | $10.55万 | 加仓 |
| LLY | ELI LILLY & CO | $80.93万 | 0.80% | 879 | 33 | 3.9% | $3.04万 | 加仓 |
| NVS | NOVARTIS AG | $82.27万 | 0.81% | 5,386 | -937 | -14.8% | -$14.31万 | 减仓 |
| FHI | FEDERATED HERMES INC | $83.28万 | 0.82% | 14,685 | 1,183 | 8.8% | $6.71万 | 加仓 |
| STT | STATE STR CORP | $84.08万 | 0.83% | 6,643 | 1,168 | 21.3% | $14.78万 | 加仓 |
| SKM | SK TELECOM CO LTD | $88.67万 | 0.87% | 30,274 | 783 | 2.7% | $2.29万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $98.40万 | 0.97% | 20,479 | 4,565 | 28.7% | $21.93万 | 加仓 |
| TSLA | TESLA INC | $102.01万 | 1.00% | 2,744 | 176 | 6.9% | $6.54万 | 加仓 |
| CLS | CELESTICA INC | $105.43万 | 1.04% | 3,743 | -83 | -2.2% | -$2.34万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $111.25万 | 1.09% | 5,405 | 301 | 5.9% | $6.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.01万 | 1.15% | 4,786 | 1,186 | 32.9% | $29.00万 | 加仓 |
| WMT | WALMART INC | $117.63万 | 1.16% | 9,446 | 1,425 | 17.8% | $17.75万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $140.84万 | 1.38% | 6,583 | 450 | 7.3% | $9.63万 | 加仓 |
| GOOGL | ALPHABET INC | $145.37万 | 1.43% | 5,055 | 1,052 | 26.3% | $30.25万 | 加仓 |
| META | META PLATFORMS INC | $150.37万 | 1.48% | 2,628 | -28 | -1.1% | -$1.60万 | 减仓 |
| AVGO | BROADCOM INC | $156.97万 | 1.54% | 5,071 | 59 | 1.2% | $1.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $161.59万 | 1.59% | 4,768 | 282 | 6.3% | $9.56万 | 加仓 |
| AMZN | AMAZON COM INC | $182.11万 | 1.79% | 8,744 | 1,062 | 13.8% | $22.12万 | 加仓 |
| GOOG | ALPHABET INC | $227.40万 | 2.23% | 7,927 | 249 | 3.2% | $7.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $228.65万 | 2.25% | 35,682 | -867 | -2.4% | -$5.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $246.34万 | 2.42% | 6,654 | -943 | -12.4% | -$34.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $358.57万 | 3.52% | 6,000 | 751 | 14.3% | $44.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $407.43万 | 4.00% | 23,360 | 1,490 | 6.8% | $25.99万 | 加仓 |
| AAPL | APPLE INC | $451.91万 | 4.44% | 17,806 | 1,151 | 6.9% | $29.21万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $531.01万 | 5.22% | 67,721 | 17,082 | 33.7% | $133.94万 | 加仓 |