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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $30.76万 | 0.30% | 2,262 | 2,262 | — | $30.76万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $30.66万 | 0.30% | 1,713 | -410 | -19.3% | -$7.34万 | 减仓 |
| GEV | GE VERNOVA INC | $30.66万 | 0.30% | 351 | 19 | 5.7% | $1.66万 | 加仓 |
| KB | KB FINL GROUP INC | $30.59万 | 0.30% | 3,067 | 91 | 3.1% | $9,075 | 加仓 |
| COR | CENCORA INC | $30.47万 | 0.30% | 970 | 315 | 48.1% | $9.90万 | 加仓 |
| IWM | ISHARES TR | $30.46万 | 0.30% | 1,228 | 1,228 | — | $30.46万 | 新建仓 |
| UNM | UNUM GROUP | $30.18万 | 0.30% | 4,132 | -3,758 | -47.6% | -$27.45万 | 减仓 |
| KMT | KENNAMETAL INC | $30.05万 | 0.30% | 8,317 | 105 | 1.3% | $3,794 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $30.04万 | 0.30% | 1,819 | 1,819 | — | $30.04万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $30.03万 | 0.30% | 1,180 | -299 | -20.2% | -$7.61万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $29.96万 | 0.29% | 5,198 | 5,198 | — | $29.96万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $29.86万 | 0.29% | 2,963 | 2,963 | — | $29.86万 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $29.77万 | 0.29% | 5,470 | -217 | -3.8% | -$1.18万 | 减仓 |
| TDC | TERADATA CORP DEL | $29.44万 | 0.29% | 11,487 | 4,382 | 61.7% | $11.23万 | 加仓 |
| GDX | VANECK ETF TRUST | $29.18万 | 0.29% | 3,180 | 3,180 | — | $29.18万 | 新建仓 |
| AMGN | AMGEN INC | $29.14万 | 0.29% | 828 | 828 | — | $29.14万 | 新建仓 |
| SM | SM ENERGY COMPANY | $28.86万 | 0.28% | 9,256 | 9,256 | — | $28.86万 | 新建仓 |
| APH | AMPHENOL CORP | $28.79万 | 0.28% | 2,273 | -580 | -20.3% | -$7.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.68万 | 0.28% | 574 | -451 | -44.0% | -$22.54万 | 减仓 |
| IUSG | ISHARES TR | $28.45万 | 0.28% | 1,834 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $28.20万 | 0.28% | 2,091 | 253 | 13.8% | $3.41万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $28.06万 | 0.28% | 4,287 | 226 | 5.6% | $1.48万 | 加仓 |
| MFC | MANULIFE FINL CORP | $27.40万 | 0.27% | 7,957 | -4,734 | -37.3% | -$16.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.66万 | 0.26% | 1,100 | 153 | 16.2% | $3.71万 | 加仓 |
| ORCL | ORACLE CORP | $26.63万 | 0.26% | 1,810 | 113 | 6.7% | $1.66万 | 加仓 |
| SON | SONOCO PRODS CO | $25.96万 | 0.26% | 4,800 | 4,800 | — | $25.96万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $25.83万 | 0.25% | 2,282 | -611 | -21.1% | -$6.92万 | 减仓 |
| WU | WESTERN UN CO | $25.73万 | 0.25% | 29,467 | -1,923 | -6.1% | -$1.68万 | 减仓 |
| HAFN | HAFNIA LTD | $25.72万 | 0.25% | 33,839 | -7,477 | -18.1% | -$5.68万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $25.71万 | 0.25% | 4,947 | 4,947 | — | $25.71万 | 新建仓 |
| V | VISA INC | $25.57万 | 0.25% | 846 | -648 | -43.4% | -$19.59万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $25.36万 | 0.25% | 1,784 | 1,784 | — | $25.36万 | 新建仓 |
| VMI | VALMONT INDS INC | $25.30万 | 0.25% | 632 | 18 | 2.9% | $7,207 | 加仓 |
| GDXJ | VANECK ETF TRUST | $25.29万 | 0.25% | 2,107 | 2,107 | — | $25.29万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $24.85万 | 0.24% | 6,625 | -3,376 | -33.8% | -$12.66万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $24.77万 | 0.24% | 1,172 | -61 | -4.9% | -$1.29万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.74万 | 0.24% | 554 | 554 | — | $24.74万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $24.72万 | 0.24% | 5,269 | -1,483 | -22.0% | -$6.96万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $24.64万 | 0.24% | 13,188 | -2,400 | -15.4% | -$4.48万 | 减仓 |
| MMM | 3M CO | $24.57万 | 0.24% | 1,692 | -79 | -4.5% | -$1.15万 | 减仓 |
| TIMB | TIM S A | $24.56万 | 0.24% | 9,190 | -1,484 | -13.9% | -$3.97万 | 减仓 |
| TIP | ISHARES TR | $24.28万 | 0.24% | 2,200 | 2,200 | — | $24.28万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $24.17万 | 0.24% | 5,835 | -53 | -0.9% | -$2,195 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $24.08万 | 0.24% | 2,509 | -68 | -2.6% | -$6,527 | 减仓 |
| SITC | SITE CTRS CORP | $23.98万 | 0.24% | 44,413 | 44,413 | — | $23.98万 | 新建仓 |
| BKU | BANKUNITED INC | $23.80万 | 0.23% | 5,270 | 5,270 | — | $23.80万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $23.63万 | 0.23% | 3,473 | -1,817 | -34.3% | -$12.36万 | 减仓 |
| PLXS | PLEXUS CORP | $23.43万 | 0.23% | 1,157 | 1,157 | — | $23.43万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.36万 | 0.23% | 4,653 | 4,653 | — | $23.36万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $23.31万 | 0.23% | 3,110 | -577 | -15.6% | -$4.32万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $22.73万 | 0.22% | 2,522 | 2,522 | — | $22.73万 | 新建仓 |
| PCAR | PACCAR INC | $22.46万 | 0.22% | 1,945 | 1,945 | — | $22.46万 | 新建仓 |
| TPR | TAPESTRY INC | $22.46万 | 0.22% | 1,592 | 13 | 0.8% | $1,834 | 加仓 |
| WB | WEIBO CORP | $22.46万 | 0.22% | 25,666 | -236 | -0.9% | -$2,065 | 减仓 |
| KR | KROGER CO | $22.42万 | 0.22% | 3,098 | 3,098 | — | $22.42万 | 新建仓 |
| MDT | MEDTRONIC PLC | $22.31万 | 0.22% | 2,552 | -572 | -18.3% | -$5.00万 | 减仓 |
| GWW | WW GRAINGER INC | $22.25万 | 0.22% | 204 | 204 | — | $22.25万 | 新建仓 |
| MCK | MCKESSON CORP | $22.09万 | 0.22% | 255 | 255 | — | $22.09万 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $22.01万 | 0.22% | 4,491 | -971 | -17.8% | -$4.76万 | 减仓 |
| EMN | EASTMAN CHEM CO | $21.90万 | 0.22% | 2,870 | 2,870 | — | $21.90万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $21.87万 | 0.21% | 2,920 | 2,920 | — | $21.87万 | 新建仓 |
| CBT | CABOT CORP | $21.80万 | 0.21% | 2,895 | 2,895 | — | $21.80万 | 新建仓 |
| APP | APPLOVIN CORP | $21.73万 | 0.21% | 546 | -24 | -4.2% | -$9,552 | 减仓 |
| CATY | CATHAY GEN BANCORP | $21.71万 | 0.21% | 4,355 | -6,277 | -59.0% | -$31.30万 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $21.59万 | 0.21% | 7,986 | -1,047 | -11.6% | -$2.83万 | 减仓 |
| AOS | SMITH A O CORP | $21.53万 | 0.21% | 3,265 | 3,265 | — | $21.53万 | 新建仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $21.46万 | 0.21% | 19,872 | -8,991 | -31.2% | -$9.71万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.43万 | 0.21% | 621 | 621 | — | $21.43万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.38万 | 0.21% | 1,339 | -781 | -36.8% | -$12.47万 | 减仓 |
| CTVA | CORTEVA INC | $21.36万 | 0.21% | 2,551 | 2,551 | — | $21.36万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $21.34万 | 0.21% | 14,208 | -7,303 | -34.0% | -$10.97万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $21.18万 | 0.21% | 2,767 | -1,685 | -37.8% | -$12.90万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $21.13万 | 0.21% | 8,690 | -3,712 | -29.9% | -$9.02万 | 减仓 |
| DXJ | WISDOMTREE TR | $21.12万 | 0.21% | 1,332 | 1,332 | — | $21.12万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $21.08万 | 0.21% | 1,875 | 1,875 | — | $21.08万 | 新建仓 |
| MTDR | MATADOR RES CO | $21.04万 | 0.21% | 3,330 | 3,330 | — | $21.04万 | 新建仓 |
| IUSV | ISHARES TR | $20.89万 | 0.21% | 2,043 | 82 | 4.2% | $8,385 | 加仓 |
| ESLT | ELBIT SYS LTD | $20.46万 | 0.20% | 241 | 241 | — | $20.46万 | 新建仓 |
| WINA | WINMARK CORP | $20.23万 | 0.20% | 473 | 473 | — | $20.23万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $20.07万 | 0.20% | 1,405 | 79 | 6.0% | $1.13万 | 加仓 |
| MBWM | MERCANTILE BK CORP | $20.02万 | 0.20% | 3,964 | 3,964 | — | $20.02万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $20.00万 | 0.20% | 4,382 | 4,382 | — | $20.00万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $16.11万 | 0.16% | 14,874 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $7.47万 | 0.07% | 11,272 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $4.05万 | 0.04% | 16,017 | 16,017 | — | $4.05万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $3.34万 | 0.03% | 10,786 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $2.24万 | 0.02% | 11,429 | 11,429 | — | $2.24万 | 新建仓 |
| — | BRC INC | $1.66万 | 0.02% | 21,386 | 21,386 | — | $1.66万 | 新建仓 |
| SABR | SABRE CORP | $1.53万 | 0.02% | 10,576 | 10,576 | — | $1.53万 | 新建仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,486 | -100.0% | -$39.43万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -8,870 | -100.0% | -$37.67万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -4,512 | -100.0% | -$37.45万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,921 | -100.0% | -$36.13万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$33.67万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,132 | -100.0% | -$32.37万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -3,126 | -100.0% | -$31.39万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -1,265 | -100.0% | -$30.47万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,774 | -100.0% | -$30.34万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -16,931 | -100.0% | -$30.17万 | 清仓 |