Juno Financial Group LLC

分散型投资策略逆势操作型高品质投资策略

申报总市值

US$2.6亿

申报季度: 2026-03-31 · 持股只数: 70

Juno Financial Group LLC在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 16.1%。

机构性格雪花图

集中度: 19.37
持仓稳定性: 16.14
动能／逆势: 0
行业集中度: 43.12
多样化: 100
仓位均衡度: 84.43

近期动向

减仓 BINC
-94.0%　-US$900.3万
加仓 FBND
+22.4%　US$398.0万
减仓 IBTG
-20.7%　-US$216.5万
减仓 MSFT
+0.7%　-US$154.2万
加仓 PANW
+67.0%　US$124.1万
加仓 SCHD
+3.2%　US$136.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VXUS	Vanguard Total Intl Stock	ETF-其他	10.03%	+0.19%	+1.84%
2	FBND	Fidelity Total Bond ETF	ETF-其他	8.88%	+1.41%	+22.44%
3	VIG	Vanguard Dividend Apprec ETF	ETF-其他	8.19%	-0.15%	+2.45%
4	VYM	Vanguard High Dvd Yield ETF	ETF-其他	6.82%	+0.23%	+2.41%
5	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	6.78%	+0.06%	+3.53%
6	RDVY	First Trust Rising Dividend	ETF-其他	6.15%	-0.29%	-0.66%
7	SCHG	Schwab US Large-cap Growth	ETF-其他	4.96%	-0.40%	+5.90%
8	SCHD	Schwab US Dvd Equity ETF	ETF-其他	4.02%	+0.46%	+3.16%
9	JPLD	Jpmorgan LTD Duration ETF	ETF-其他	3.41%	+3.41%	NEW
10	IBTG	Ishares Ibonds Dec 2026 Term	ETF-其他	3.28%	-0.93%	-20.70%
11	FPE	Ft-preferred Secur & INC ETF	ETF-其他	2.25%	+0.02%	+6.01%
12	MSFT	Microsoft CORP	股票-科技	2.03%	-0.66%	+0.73%
13	DE	Deere & Co	股票-工业	1.97%	+0.32%	+0.75%
14	WMT	Walmart INC	股票-非周期性消费	1.73%	+0.15%	-0.05%
15	JPM	Jpmorgan Chase & Co	股票-金融	1.71%	-0.27%	-3.39%
16	PG	Procter & Gamble Co/the	股票-非周期性消费	1.58%	+0.08%	+6.82%
17	PANW	Palo Alto Networks INC	股票-科技	1.56%	+0.47%	+67.04%
18	LLY	Eli Lilly & Co	股票-医疗保健	1.38%	-0.31%	-2.50%
19	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	1.28%	+0.04%	+6.30%
20	CVX	Chevron CORP	股票-能源	1.20%	+0.01%	-24.34%
21	UBER	Uber Technologies INC	股票-工业	1.19%	-0.11%	+6.27%
22	XLV	Ss Health Care Select Sector	ETF-其他	1.12%	-0.09%	-0.08%
23	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.12%	-0.13%	-0.48%
24	NFLX	Netflix INC	股票-通信服务	1.11%	+0.11%	+10.56%
25	LOW	Lowe's Cos INC	股票-周期性消费	1.10%	-0.04%	+0.36%
26	PEP	Pepsico INC	股票-非周期性消费	1.09%	+0.15%	+9.13%
27	SCHW	Schwab (charles) CORP	股票-金融	1.02%	—	+6.35%
28	SCHA	Schwab US Small-cap ETF	ETF-其他	1.00%	+0.03%	+2.61%
29	JMUB	Jpmorgan Municipal ETF	ETF-其他	0.86%	+0.07%	+11.21%
30	DHR	Danaher CORP	股票-医疗保健	0.80%	-0.09%	+11.03%
31	LMT	Lockheed Martin CORP	股票-工业	0.78%	+0.19%	+7.42%
32	SDVY	First Trust Smid Cap Rising	ETF-其他	0.76%	+0.06%	+6.95%
33	AMZN	Amazon.com INC	股票-周期性消费	0.74%	-0.20%	-10.78%
34	AAPL	Apple INC	股票-科技	0.69%	-0.07%	+0.01%
35	TAFI	AB Tax Aware Short Dur Muni	ETF-其他	0.59%	+0.07%	+16.46%
36	CRWD	Crowdstrike Holdings INC - A	股票-科技	0.57%	-0.08%	+6.37%
37	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.44%	-0.03%	+0.29%
38	CAT	Caterpillar INC	股票-工业	0.43%	+0.08%	+0.07%
39	D	Dominion Energy INC	股票-公用事业	0.39%	—	-2.43%
40	PM	Philip Morris International	股票-非周期性消费	0.33%	—	+0.87%
41	CMI	Cummins INC	股票-工业	0.29%	-0.06%	-20.10%
42	CAVA	Cava Group INC	股票-周期性消费	0.29%	+0.08%	—
43	V	Visa Inc-class A Shares	股票-金融	0.24%	-0.04%	+0.15%
44	NVDA	Nvidia CORP	股票-科技	0.23%	—	-0.15%
45	BINC	Ishares Flex I A Etf-usd INC	ETF-其他	0.22%	-3.61%	-94.00%
46	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-科技型	0.22%	-0.04%	-5.11%
47	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	0.21%	-0.04%	+0.10%
48	MO	Altria Group INC	股票-非周期性消费	0.21%	+0.03%	+1.71%
49	ITA	Ishares U.s. Aerospace & Def	ETF-其他	0.16%	—	-6.17%
50	FULT	Fulton Financial CORP	股票-金融	0.16%	—	+0.95%

1–50 of 70

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	70	US$2.6亿	16	1VXUS 2FBND 3VIG 主要持股2026-03-31 1.VXUS 2.FBND 3.VIG 4.VYM 5.GOVT 6.RDVY 7.SCHG 8.SCHD 9.JPLD 10.IBTG
2025-12-31	69	US$2.5亿	0	1VXUS 2VIG 3FBND 主要持股2025-12-31 1.VXUS 2.VIG 3.FBND 4.GOVT 5.VYM 6.RDVY 7.SCHG 8.IBTG 9.BINC 10.SCHD

本季持股变动

Juno Financial Group LLC 在 2026-03-31 最显著的持仓异动：新建仓: Jpmorgan LTD Duration ETF (JPLD); 清仓: Broadcom INC (AVGO); 新建仓: Southern Co/the (SO); 减仓: Ishares Flex I A Etf-usd INC (BINC) — 股数 -94.00%; 加仓: Fidelity Total Bond ETF (FBND) — 股数 +22.44%.

Juno Financial Group LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	FBND	Fidelity Total Bond ETF	+1.4%	+22.44%	加仓
2	PANW	Palo Alto Networks INC	+0.5%	+67.04%	加仓
3	SCHD	Schwab US Dvd Equity ETF	+0.5%	+3.16%	加仓
4	DE	Deere & Co	+0.3%	+0.75%	加仓
5	VYM	Vanguard High Dvd Yield ETF	+0.2%	+2.41%	加仓
6	VXUS	Vanguard Total Intl Stock	+0.2%	+1.84%	加仓
7	LMT	Lockheed Martin CORP	+0.2%	+7.42%	加仓
8	WMT	Walmart INC	+0.2%	-0.05%	减仓
9	PEP	Pepsico INC	+0.2%	+9.13%	加仓
10	NFLX	Netflix INC	+0.1%	+10.56%	加仓
11	PG	Procter & Gamble Co/the	+0.1%	+6.82%	加仓
12	CAT	Caterpillar INC	+0.1%	+0.07%	加仓
13	CAVA	Cava Group INC	+0.1%	—	不变
14	TAFI	AB Tax Aware Short Dur Muni	+0.1%	+16.46%	加仓
15	JMUB	Jpmorgan Municipal ETF	+0.1%	+11.21%	加仓
16	GOVT	Ishares US Treasury Bond ETF	+0.1%	+3.53%	加仓
17	SDVY	First Trust Smid Cap Rising	+0.1%	+6.95%	加仓
18	GLW	Corning INC	+0.1%	+0.92%	加仓
19	TLT	Ishares 20+ Year Treasury Bd	0%	+6.30%	加仓
20	SCHA	Schwab US Small-cap ETF	0%	+2.61%	加仓
21	XOM	Exxon Mobil CORP	0%	+0.64%	加仓
22	MO	Altria Group INC	0%	+1.71%	加仓
23	FPE	Ft-preferred Secur & INC ETF	0%	+6.01%	加仓
24	CVX	Chevron CORP	0%	-24.34%	减仓
25	ETR	Entergy CORP	0%	+0.61%	加仓
26	IVV	Ishares Core S&p 500 ETF	0%	+0.29%	加仓
27	QQEW	First Tr Nasdaq-100 Sel Eq	0%	-5.11%	减仓
28	VOO	Vanguard S&p 500 ETF	0%	-15.50%	减仓
29	V	Visa Inc-class A Shares	0%	+0.15%	加仓
30	CIBR	First Trust Nasdaq Cybersecu	0%	+0.10%	加仓
31	LOW	Lowe's Cos INC	0%	+0.36%	加仓
32	CMI	Cummins INC	-0.1%	-20.10%	减仓
33	AAPL	Apple INC	-0.1%	+0.01%	加仓
34	CRWD	Crowdstrike Holdings INC - A	-0.1%	+6.37%	加仓
35	DHR	Danaher CORP	-0.1%	+11.03%	加仓
36	XLV	Ss Health Care Select Sector	-0.1%	-0.08%	减仓
37	UBER	Uber Technologies INC	-0.1%	+6.27%	加仓
38	GOOGL	Alphabet Inc-cl A	-0.1%	-0.48%	减仓
39	VIG	Vanguard Dividend Apprec ETF	-0.2%	+2.45%	加仓
40	AMZN	Amazon.com INC	-0.2%	-10.78%	减仓
41	JPM	Jpmorgan Chase & Co	-0.3%	-3.39%	减仓
42	RDVY	First Trust Rising Dividend	-0.3%	-0.66%	减仓
43	LLY	Eli Lilly & Co	-0.3%	-2.50%	减仓
44	SCHG	Schwab US Large-cap Growth	-0.4%	+5.90%	加仓
45	MSFT	Microsoft CORP	-0.7%	+0.73%	加仓
46	IBTG	Ishares Ibonds Dec 2026 Term	-0.9%	-20.70%	减仓
47	BINC	Ishares Flex I A Etf-usd INC	-3.6%	-94.00%	减仓
48	JPLD	Jpmorgan LTD Duration ETF	—	NEW	新建仓
49	AVGO	Broadcom INC	—	EXIT	清仓
50	SO	Southern Co/the	—	NEW	新建仓

FAQ

Juno Financial Group LLC 是什么机构？属于哪种投资人类型？

Juno Financial Group LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.6亿，分布在 70 个已申报仓位之中。

Juno Financial Group LLC 目前前几大持股有哪些？

根据最新 13F 申报，Juno Financial Group LLC 按市值排列的前几大持股为： 1. Vanguard Total Intl Stock (VXUS) — US$2559.3万 (10.0%) 2. Fidelity Total Bond ETF (FBND) — US$2264.6万 (8.9%) 3. Vanguard Dividend Apprec ETF (VIG) — US$2089.6万 (8.2%) 4. Vanguard High Dvd Yield ETF (VYM) — US$1739.2万 (6.8%) 5. Ishares US Treasury Bond ETF (GOVT) — US$1730.5万 (6.8%)

Juno Financial Group LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Juno Financial Group LLC 共进行了 49 项显著调整：新建仓 2 个仓位、加仓 33 个既有持股、减仓 13 个仓位，并完全清仓 1 个持股。其中幅度最大的异动：新建仓: Jpmorgan LTD Duration ETF (JPLD); 清仓: Broadcom INC (AVGO); 新建仓: Southern Co/the (SO); 减仓: Ishares Flex I A Etf-usd INC (BINC) — 股数 -94.00%; 加仓: Fidelity Total Bond ETF (FBND) — 股数 +22.44%

Juno Financial Group LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Juno Financial Group LLC 的主要板块分布如下： • Information Technology: 19.3% • Industrials: 19.2% • Consumer Staples: 18.2% • Financials: 11.5% • Communication Services: 9.1% • Health Care: 8.0%