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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $36.90万 | 0.29% | 1,228 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $36.47万 | 0.28% | 710 | 136 | 23.7% | $6.99万 | 加仓 |
| MOV | MOVADO GROUP INC | $36.18万 | 0.28% | 9,205 | 9,205 | — | $36.18万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $35.97万 | 0.28% | 10,417 | 1,784 | 20.7% | $6.16万 | 加仓 |
| RIO | RIO TINTO PLC | $35.84万 | 0.28% | 3,775 | 191 | 5.3% | $1.81万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $35.47万 | 0.28% | 5,768 | 1,277 | 28.4% | $7.85万 | 加仓 |
| ENS | ENERSYS | $35.44万 | 0.28% | 1,514 | 1,514 | — | $35.44万 | 新建仓 |
| KB | KB FINL GROUP INC | $35.25万 | 0.27% | 3,358 | 291 | 9.5% | $3.05万 | 加仓 |
| WB | WEIBO CORP | $34.70万 | 0.27% | 47,803 | 22,137 | 86.3% | $16.07万 | 加仓 |
| IUSG | ISHARES TR | $34.50万 | 0.27% | 1,834 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $34.48万 | 0.27% | 7,451 | 1,616 | 27.7% | $7.48万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $34.39万 | 0.27% | 2,565 | 2,565 | — | $34.39万 | 新建仓 |
| TXT | TEXTRON INC | $34.38万 | 0.27% | 3,747 | -514 | -12.1% | -$4.72万 | 减仓 |
| OVV | OVINTIV INC | $34.23万 | 0.27% | 6,502 | 6,502 | — | $34.23万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.17万 | 0.27% | 688 | 134 | 24.2% | $6.66万 | 加仓 |
| TGT | TARGET CORP | $33.78万 | 0.26% | 2,586 | 2,586 | — | $33.78万 | 新建仓 |
| DVY | ISHARES TR | $33.71万 | 0.26% | 2,157 | -12 | -0.6% | -$1,876 | 减仓 |
| VRSN | VERISIGN INC | $33.67万 | 0.26% | 1,338 | 165 | 14.1% | $4.15万 | 重新持有 |
| PFS | PROVIDENT FINL SVCS INC | $33.64万 | 0.26% | 14,230 | 14,230 | — | $33.64万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $33.60万 | 0.26% | 4,418 | 945 | 27.2% | $7.19万 | 加仓 |
| MPC | MARATHON PETE CORP | $33.54万 | 0.26% | 1,312 | 1,312 | — | $33.54万 | 新建仓 |
| FDX | FEDEX CORP | $33.46万 | 0.26% | 1,063 | 122 | 13.0% | $3.84万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $33.09万 | 0.26% | 3,646 | 536 | 17.2% | $4.86万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $32.68万 | 0.25% | 10,196 | 10,196 | — | $32.68万 | 新建仓 |
| LEN | LENNAR CORP | $32.39万 | 0.25% | 3,579 | 3,579 | — | $32.39万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.20万 | 0.25% | 7,604 | 2,951 | 63.4% | $12.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $32.01万 | 0.25% | 628 | 99 | 18.7% | $5.05万 | 加仓 |
| DOV | DOVER CORP | $31.76万 | 0.25% | 1,416 | -264 | -15.7% | -$5.92万 | 减仓 |
| TJX | TJX COS INC NEW | $31.42万 | 0.24% | 2,074 | 735 | 54.9% | $11.14万 | 加仓 |
| BWA | BORGWARNER INC | $30.96万 | 0.24% | 4,663 | 4,663 | — | $30.96万 | 新建仓 |
| BIIB | BIOGEN INC | $30.49万 | 0.24% | 1,411 | 1,411 | — | $30.49万 | 新建仓 |
| SNA | SNAP ON INC | $29.46万 | 0.23% | 732 | -334 | -31.3% | -$13.44万 | 减仓 |
| UNM | UNUM GROUP | $29.39万 | 0.23% | 3,287 | -845 | -20.5% | -$7.56万 | 减仓 |
| BYD | BOYD GAMING CORP | $29.07万 | 0.23% | 3,283 | 3,283 | — | $29.07万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $28.98万 | 0.23% | 4,813 | -134 | -2.7% | -$8,069 | 减仓 |
| DBX | DROPBOX INC | $28.57万 | 0.22% | 10,401 | 10,401 | — | $28.57万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $28.54万 | 0.22% | 8,919 | -975 | -9.9% | -$3.12万 | 减仓 |
| GNTX | GENTEX CORP | $28.43万 | 0.22% | 11,249 | 2,156 | 23.7% | $5.45万 | 重新持有 |
| VIAV | VIAVI SOLUTIONS INC | $28.08万 | 0.22% | 5,881 | 5,881 | — | $28.08万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.95万 | 0.22% | 1,118 | 1,118 | — | $27.95万 | 新建仓 |
| INTC | INTEL CORP | $27.70万 | 0.22% | 1,983 | 1,983 | — | $27.70万 | 新建仓 |
| WIT | WIPRO LTD | $27.68万 | 0.22% | 123,026 | 123,026 | — | $27.68万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $26.97万 | 0.21% | 2,437 | 155 | 6.8% | $1.72万 | 加仓 |
| PLXS | PLEXUS CORP | $26.91万 | 0.21% | 895 | -262 | -22.6% | -$7.88万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $26.82万 | 0.21% | 3,626 | 3,626 | — | $26.82万 | 新建仓 |
| TER | TERADYNE INC | $26.71万 | 0.21% | 552 | 552 | — | $26.71万 | 新建仓 |
| ADBE | ADOBE INC | $26.67万 | 0.21% | 1,301 | 1,301 | — | $26.67万 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $26.66万 | 0.21% | 18,855 | 18,855 | — | $26.66万 | 新建仓 |
| ORCL | ORACLE CORP | $26.63万 | 0.21% | 1,817 | 7 | 0.4% | $1,026 | 加仓 |
| APA | APA CORPORATION | $26.39万 | 0.21% | 8,103 | 8,103 | — | $26.39万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $26.39万 | 0.21% | 6,515 | -1,442 | -18.1% | -$5.84万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $26.30万 | 0.20% | 4,243 | -112 | -2.6% | -$6,943 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $26.20万 | 0.20% | 652 | 652 | — | $26.20万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $26.18万 | 0.20% | 1,231 | -393 | -24.2% | -$8.36万 | 减仓 |
| 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 |
| CTVA | CORTEVA INC | $25.87万 | 0.20% | 3,055 | 504 | 19.8% | $4.27万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $25.86万 | 0.20% | 18,844 | -2,829 | -13.1% | -$3.88万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $25.50万 | 0.20% | 2,231 | 447 | 25.1% | $5.11万 | 加仓 |
| ESLT | ELBIT SYS LTD | $25.34万 | 0.20% | 333 | 92 | 38.2% | $7.00万 | 加仓 |
| GM | GENERAL MTRS CO | $25.22万 | 0.20% | 3,271 | -1,137 | -25.8% | -$8.77万 | 减仓 |
| APP | APPLOVIN CORP | $25.12万 | 0.20% | 487 | -59 | -10.8% | -$3.04万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $24.88万 | 0.19% | 2,563 | 54 | 2.2% | $5,241 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.83万 | 0.19% | 265 | -205 | -43.6% | -$19.21万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $24.14万 | 0.19% | 1,016 | -156 | -13.3% | -$3.71万 | 减仓 |
| TIP | ISHARES TR | $24.07万 | 0.19% | 2,200 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $23.99万 | 0.19% | 3,180 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $23.84万 | 0.19% | 10,761 | 3,486 | 47.9% | $7.72万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.75万 | 0.18% | 2,926 | 2,926 | — | $23.75万 | 新建仓 |
| SNDK | SANDISK CORP | $23.53万 | 0.18% | 103 | 103 | — | $23.53万 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $23.48万 | 0.18% | 7,641 | -345 | -4.3% | -$1.06万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $23.48万 | 0.18% | 4,140 | 4,140 | — | $23.48万 | 新建仓 |
| SMBC | SOUTHERN MO BANCORP INC | $23.46万 | 0.18% | 3,078 | 3,078 | — | $23.46万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $23.46万 | 0.18% | 2,182 | 2,182 | — | $23.46万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $23.41万 | 0.18% | 4,077 | 113 | 2.9% | $6,488 | 加仓 |
| AMCR | AMCOR PLC | $23.35万 | 0.18% | 5,386 | 5,386 | — | $23.35万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.35万 | 0.18% | 365 | 365 | — | $23.35万 | 新建仓 |
| NWSA | NEWS CORP NEW | $23.23万 | 0.18% | 9,356 | 9,356 | — | $23.23万 | 新建仓 |
| ROST | ROSS STORES INC | $23.18万 | 0.18% | 1,089 | 1,089 | — | $23.18万 | 新建仓 |
| DXJ | WISDOMTREE TR | $23.11万 | 0.18% | 1,332 | 0 | 0.0% | — | 不变 |
| KMT | KENNAMETAL INC | $23.07万 | 0.18% | 6,581 | -1,736 | -20.9% | -$6.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.87万 | 0.18% | 457 | 457 | — | $22.87万 | 新建仓 |
| HRB | BLOCK H & R INC | $22.74万 | 0.18% | 5,897 | 5,897 | — | $22.74万 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC | $22.71万 | 0.18% | 5,383 | 5,383 | — | $22.71万 | 新建仓 |
| GRC | GORMAN RUPP CO | $22.61万 | 0.18% | 2,465 | 2,465 | — | $22.61万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $22.51万 | 0.18% | 2,561 | -206 | -7.4% | -$1.81万 | 减仓 |
| — | EXXON MOBIL CORP | $22.18万 | 0.17% | 1,622 | -1,681 | -50.9% | -$22.99万 | 减仓 |
| KFY | KORN FERRY | $22.15万 | 0.17% | 3,326 | 3,326 | — | $22.15万 | 新建仓 |
| IUSV | ISHARES TR | $21.96万 | 0.17% | 1,994 | -49 | -2.4% | -$5,397 | 减仓 |
| CMCSA | COMCAST CORP NEW | $21.94万 | 0.17% | 8,935 | -4,793 | -34.9% | -$11.77万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $21.82万 | 0.17% | 4,331 | -51 | -1.2% | -$2,570 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $21.64万 | 0.17% | 12,813 | 588 | 4.8% | $9,932 | 重新持有 |
| OPY | OPPENHEIMER HLDGS INC | $21.59万 | 0.17% | 2,046 | 2,046 | — | $21.59万 | 新建仓 |
| USB | US BANCORP | $21.25万 | 0.17% | 3,481 | -289 | -7.7% | -$1.76万 | 重新持有 |
| CMI | CUMMINS INC | $21.04万 | 0.16% | 295 | 295 | — | $21.04万 | 新建仓 |
| CNC | CENTENE CORP DEL | $21.01万 | 0.16% | 3,273 | 3,273 | — | $21.01万 | 新建仓 |
| APH | AMPHENOL CORP | $20.81万 | 0.16% | 1,178 | -1,095 | -48.2% | -$19.35万 | 减仓 |
| LEA | LEAR CORP | $20.73万 | 0.16% | 1,546 | 1,546 | — | $20.73万 | 新建仓 |
| RL | RALPH LAUREN CORP | $20.73万 | 0.16% | 515 | 515 | — | $20.73万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $20.70万 | 0.16% | 2,107 | 0 | 0.0% | — | 不变 |