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%。
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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% |
Q3 2026表现
+1.8%
近4个季度表现
+3%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的72%）计算
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%.