13FBOX
JMN Financial LLC · 13F 持仓分析
期权收益计算器 机构排行

JMN Financial LLC

No.8634 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.29亿
环比变动 Q1 2026
+$2,684.1万+26.4%
持仓股票数
229
新买入
77
加仓
86
减仓
56
清仓
37
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航债券指数基金BSV
4.51%5.22%$580.0万7.4万股$531.0万6.8万股+6,725股+9.93%加仓
苹果AAPL
4.16%4.44%$535.4万1.9万股$451.9万1.8万股+696股+3.91%加仓
英伟达NVDA
3.56%4%$457.5万2.3万股$407.4万2.3万股-494股-2.11%减仓
V先锋领航指数基金VOO
3.23%3.52%$415.0万6,042股$358.6万6,000股+42股+0.70%加仓
泛林集团LRCX
2.24%1.38%$288.4万6,651股$140.8万6,583股+68股+1.03%加仓
AAlphabet Inc Class CGOOG
2.19%2.23%$281.8万7,976股$227.4万7,927股+49股+0.62%加仓
亚马逊AMZN
2.07%1.79%$266.0万1.1万股$182.1万8,744股+2,415股+27.62%加仓
微软MSFT
2%2.42%$257.3万6,896股$246.3万6,654股+242股+3.64%加仓
V先锋领航·FTSEVEA
1.98%2.25%$254.5万3.6万股$228.7万3.6万股+40股+0.11%加仓
台积电TSM
1.84%1.59%$236.9万4,950股$161.6万4,768股+182股+3.82%加仓
谷歌AGOOGL
1.61%1.43%$206.8万5,785股$145.4万5,055股+730股+14.44%加仓
博通AVGO
1.58%1.54%$203.2万5,378股$157.0万5,071股+307股+6.05%加仓
美光科技MU
1.53%0.51%$196.4万1,701股$51.4万1,522股+179股+11.76%加仓
Meta平台META
1.33%1.48%$171.1万3,037股$150.4万2,628股+409股+15.56%加仓
应用材料AMAT
1.18%0.77%$151.9万2,101股$78.2万2,287股-186股-8.13%减仓
V先锋领航指数基金VXF
1.04%1.09%$133.1万5,406股$111.2万5,405股+1股+0.02%加仓
天弘CLS
0.97%1.04%$124.2万3,404股$105.4万3,743股-339股-9.06%减仓
礼来LLY
0.92%0.8%$117.7万981股$80.9万879股+102股+11.60%加仓
强生JNJ
0.89%1.15%$114.8万4,520股$117.0万4,786股-266股-5.56%减仓
道富·CORP COMSTT
0.87%0.83%$112.2万6,617股$84.1万6,643股-26股-0.39%减仓
V先锋领航·TOTALBNDX
0.86%0.97%$110.7万2.3万股$98.4万2.0万股+2,381股+11.63%加仓
特斯拉TSLA
0.82%1%$105.0万2,496股$102.0万2,744股-248股-9.04%减仓
EntergyETR
0.8%0.21%$102.4万8,371股$21.1万1,875股+6,496股+346.45%加仓
阿斯麦ASML
0.79%0.56%$101.2万508股$56.8万430股+78股+18.14%加仓
沃尔玛WMT
0.76%1.16%$97.6万8,618股$117.6万9,446股-828股-8.77%减仓
BANCO SANTANDER ADRSAN
0.72%0.76%$92.5万6.7万股$76.9万6.8万股-1,125股-1.65%减仓
AASE TECHNOLOGYASX
0.7%0.38%$90.2万2.0万股$38.2万1.8万股+2,369股+13.44%加仓
思科CSCO
0.68%0.48%$87.4万7,437股$48.9万6,300股+1,137股+18.05%加仓
卡特彼勒CAT
0.68%0.34%$87.2万819股$35.1万495股+324股+65.45%加仓
BHP BILLITON LIMITED SPONSORED ADSBHP
0.67%0.69%$86.5万1.0万股$70.3万9,664股+718股+7.43%加仓
ALTRIAMO
0.66%0.54%$85.3万1.2万股$55.1万8,343股+3,341股+40.05%加仓
V先锋领航·FSTEVWO
0.66%0.74%$84.4万1.4万股$75.5万1.4万股+166股+1.19%加仓
FFEDERATED HERMESFHI
0.65%0.82%$83.6万1.5万股$83.3万1.5万股+454股+3.09%加仓
V先锋领航国际股票指数基金VSS
0.65%0.77%$83.3万5,396股$78.0万5,350股+46股+0.86%加仓
SSK TELECOM LTDSKM
0.65%0.87%$83.0万2.6万股$88.7万3.0万股-4,461股-14.74%减仓
康宁GLW
0.62%0.3%$80.2万3,138股$30.8万2,262股+876股+38.73%加仓
PROGPRG
0.62%0.49%$80.1万1.7万股$50.3万1.8万股-347股-1.98%减仓
EVERGY COMEVRG
0.62%0.56%$79.8万9,238股$56.9万6,944股+2,294股+33.04%加仓
诺华NVS
0.62%0.81%$79.8万5,089股$82.3万5,386股-297股-5.51%减仓
EEVERCOREEVR
0.6%0.67%$77.1万2,258股$68.1万2,282股-24股-1.05%减仓
J骏利亨德森
0.58%0.69%$74.6万1.4万股$70.6万1.4万股+623股+4.53%加仓
V先锋领航指数基金VTV
0.56%0.63%$71.6万3,287股$64.3万3,278股+9股+0.27%加仓
FULTON FINL PAFULT
0.55%0.56%$70.2万2.9万股$57.4万2.8万股+808股+2.86%加仓
SSOUTHSTATE BKSSB
0.54%0.61%$70.0万7,002股$62.4万6,747股+255股+3.78%加仓
SSPDR道富系列信托SPYG
0.53%0.55%$68.1万5,723股$56.0万5,722股+1股+0.02%加仓
MAGNA INTLMGA
0.49%0.49%$63.1万9,609股$49.6万8,886股+723股+8.14%加仓
BBANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVA
0.49%0.58%$62.7万2.5万股$59.3万2.7万股-2,375股-8.67%减仓
德文能源DVN
0.47%$60.6万1.5万股$00股+1.5万股新买入
GGLOBAL SHIP LEASEGSL
0.47%0.51%$60.5万1.6万股$52.1万1.4万股+2,085股+14.89%加仓
WSFS FINLWSFS
0.47%0.42%$60.2万7,846股$43.0万6,563股+1,283股+19.55%加仓

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