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NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
报告期 2026-03-31 · CIK 0001109767
持仓数
773
前50大市值合计
$864.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 52
增持 60
减持 15
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$11.2M
31,983
+438%
建仓
DWAS
INVESCO DWA SMALLCAP MOMENTUM ETF
+$5.6M
63,535
建仓
GSY
INVESCO ULTRA SHORT DURATION ETF
+$5.0M
98,278
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
ACTIVISION BLIZZARD INC COM
-$4.7M
0
-100%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$4.3M
107,534
+368%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$4.2M
23,686
建仓
NEAR
BLACKROCK SHORT MATURITY BOND ETF
+$3.6M
72,624
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$3.5M
46,853
+280%
建仓
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$3.2M
97,001
清仓
EOG
EOG RES INC COM
-$3.0M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC CL A
-$2.9M
0
-100%
清仓
MPC
MARATHON PETE CORP COM
-$2.8M
0
-100%
增持
PDP
INVESCO DWA MOMENTUM ETF
+$2.7M
32,948
+1371%
增持
CRM
SALESFORCE COM INC COM
+$2.7M
18,178
+101%
清仓
SPG
SIMON PPTY GROUP INC NEW COM
-$2.7M
0
-100%
清仓
GM
GENERAL MTRS CO COM
-$2.6M
0
-100%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$2.6M
27,035
清仓
TMUS
T-MOBILE US INC COM
-$2.5M
0
-100%
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$2.5M
0
-100%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$2.4M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC COM NEW
-$2.4M
0
-100%
建仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$2.4M
65,124
清仓
VLY
VALLEY NATL BANCORP COM
-$2.4M
0
-100%
清仓
VALE
VALE S A SPONSORED ADS
-$2.3M
0
-100%
清仓
RILY
B. RILEY FINANCIAL INC COM
-$2.3M
0
-100%
减持
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$2.2M
1,774
-74%
建仓
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$2.1M
31,675
减持
TD
TORONTO DOMINION BK ONT COM NEW
-$2.1M
3,097
-90%
增持
TGT
TARGET CORP COM
+$2.0M
11,669
+322%
建仓
ILCV
ISHARES MORNINGSTAR LARGE-CAP VALUE ETF
+$1.9M
30,124
建仓
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$1.8M
58,676
增持
AAPL
APPLE INC COM
+$1.7M
178,697
+4%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.3M
23,882
+254%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$1.3M
81,869
+21%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$1.3M
51,395
+30%
增持
V
VISA INC COM CL A
+$1.3M
21,656
+43%
减持
NEE
NEXTERA ENERGY INC COM
-$1.2M
14,843
-54%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$1.1M
22,772
建仓
EXPD
EXPEDITORS INTL WASH INC COM
+$1.1M
9,343
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$1.1M
4,720
-61%
清仓
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
-$1.1M
0
-100%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.1M
21,203
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$1.1M
24,032
+134%
减持
PYPL
PAYPAL HLDGS INC COM
-$1.1M
23,109
-5%
增持
MSFT
MICROSOFT CORP COM
+$1.0M
58,892
+3%
增持
POOL
POOL CORP COM
+$1.0M
4,514
+124%
增持
QCOM
QUALCOMM INC COM
+$1.0M
21,325
+75%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$975.0K
86,707
+14%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$970.0K
16,495
+152%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$955.0K
1,771
+14%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$927.0K
77,035
+18%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$893.0K
17,603
-25%
建仓
EA
ELECTRONIC ARTS INC COM
+$878.0K
6,175
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$676.0K
20,382
+37%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$663.0K
21,140
+57%
清仓
OLED
UNIVERSAL DISPLAY CORP COM
-$619.0K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$598.0K
6,731
建仓
—
HORIZON THERAPEUTICS PUB L SHS
+$575.0K
5,252
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND
+$566.0K
23,071
+110%
建仓
COM
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
+$564.0K
17,800
增持
VO
VANGUARD MID-CAP INDEX FUND
+$538.0K
41,521
+6%
减持
NFLX
NETFLIX INC COM
-$534.0K
1,260
-49%
增持
DIS
DISNEY WALT CO COM
+$522.0K
16,119
+29%
增持
WST
WEST PHARMACEUTICAL SVSC INC COM
+$495.0K
6,787
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$488.0K
561
+40%
增持
HD
HOME DEPOT INC COM
+$486.0K
9,332
+16%
建仓
ALGN
ALIGN TECHNOLOGY INC COM
+$470.0K
706
增持
TSLA
TESLA INC COM
+$466.0K
4,734
+0%
建仓
BSEP
INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER
+$457.0K
14,640
增持
NVDA
NVIDIA CORPORATION COM
+$457.0K
46,336
+306%
建仓
—
APOLLO GLOBAL MGMT INC COM CL A
+$457.0K
7,426
建仓
—
SVB FINANCIAL GROUP COM
+$456.0K
705
减持
—
DRAFTKINGS INC COM CL A
-$452.0K
6,200
-57%
建仓
PAYX
PAYCHEX INC COM
+$447.0K
3,970
建仓
PSEP
INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER
+$445.0K
15,306
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$442.0K
13,110
+33%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$439.0K
14,231
+40%
建仓
FTSL
FIRST TRUST SENIOR LOAN FUND
+$428.0K
8,936
建仓
UNP
UNION PAC CORP COM
+$426.0K
2,173
建仓
CNI
CANADIAN NATL RY CO COM
+$418.0K
3,618
增持
—
AON PLC SHS CL A
+$416.0K
3,524
+42%
建仓
MATX
MATSON INC COM
+$416.0K
5,153
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$413.0K
8,852
+56%
建仓
FDS
FACTSET RESH SYS INC COM
+$400.0K
1,013
增持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$387.0K
14,334
+49%
增持
SPGI
S&P GLOBAL INC COM
+$378.0K
3,435
+30%
建仓
ADI
ANALOG DEVICES INC COM
+$373.0K
2,228
增持
MA
MASTERCARD INCORPORATED CL A
+$373.0K
4,447
+38%
增持
ABBV
ABBVIE INC COM
+$366.0K
13,638
+39%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$366.0K
6,531
+12%
建仓
—
GARMIN LTD SHS
+$365.0K
2,346
建仓
NVO
NOVO-NORDISK A S ADR
+$363.0K
3,775
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$361.0K
8
+14%
增持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
+$351.0K
28,453
+15%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER
-$348.0K
6,974
-62%
减持
ARKW
ARK NEXT GENERATION INTERNET ETF
-$343.0K
9,837
-11%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$339.0K
10,917
+18%
增持
—
BIG 5 SPORTING GOODS CORP COM
+$338.0K
32,865
+101%
增持
TROW
PRICE T ROWE GROUP INC COM
+$331.0K
10,065
+21%
建仓
BIO
BIO RAD LABS INC CL A
+$329.0K
441
增持
KO
COCA COLA CO COM
+$328.0K
11,725
+121%
清仓
TDOC
TELADOC HEALTH INC COM
-$323.0K
0
-100%
增持
TIP
ISHARES TIPS BOND ETF
+$321.0K
12,031
+27%
建仓
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$320.0K
3,739
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$319.0K
141,927
+0%
建仓
IDXX
IDEXX LABS INC COM
+$318.0K
512
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$318.0K
427
清仓
RGLD
ROYAL GOLD INC COM
-$317.0K
0
-100%
增持
IJH
ISHARES S&P MIDCAP FUND
-$312.0K
79,062
+1%
清仓
AIA
ISHARES ASIA 50 ETF
-$311.0K
0
-100%
清仓
—
MAXIM INTEGRATED PRODS INC COM
-$309.0K
0
-100%
增持
IJR
ISHARES S&P SMALL-CAP FUND
-$306.0K
130,741
+1%
建仓
TFX
TELEFLEX INCORPORATED COM
+$305.0K
809
增持
ZTS
ZOETIS INC CL A
+$302.0K
6,274
+28%
建仓
HSY
HERSHEY CO COM
+$293.0K
1,733
建仓
MCO
MOODYS CORP COM
+$293.0K
824
建仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$290.0K
2,829
增持
SPY
SPDR S&P 500 ETF
+$290.0K
15,861
+4%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$288.0K
7,855
+67%
增持
PG
PROCTER AND GAMBLE CO COM
+$288.0K
11,541
+18%
清仓
FPXI
FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
-$287.0K
0
-100%
建仓
CE
CELANESE CORP DEL COM
+$286.0K
1,896
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$285.0K
20,964
+40%
建仓
RPV
INVESCO S&P 500 PURE VALUE ETF
+$284.0K
3,745
建仓
—
LAM RESEARCH CORP COM
+$281.0K
493
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$279.0K
2,627
+25%
建仓
—
ARISTA NETWORKS INC COM
+$278.0K
808
清仓
HVT
HAVERTY FURNITURE COS INC COM
-$277.0K
0
-100%
建仓
JKHY
HENRY JACK & ASSOC INC COM
+$274.0K
1,672
建仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
+$273.0K
3,327
清仓
ROKU
ROKU INC COM CL A
-$273.0K
0
-100%
建仓
CLNE
CLEAN ENERGY FUELS CORP COM
+$271.0K
33,200
建仓
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$268.0K
3,776
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$268.0K
24,977
+99%
建仓
—
CANADIAN PAC RY LTD COM
+$267.0K
4,099
增持
META
FACEBOOK INC CL A
+$267.0K
10,090
+11%
建仓
AME
AMETEK INC COM
+$266.0K
2,147
减持
NUSC
NUVEEN ESG SMALL-CAP ETF
-$265.0K
7,465
-43%
建仓
CLX
CLOROX CO DEL COM
+$264.0K
1,591
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$262.0K
61,526
+1%
清仓
W
WAYFAIR INC CL A
-$260.0K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$257.0K
9,710
+14%
减持
GDX
VANECK GOLD MINERS ETF
-$257.0K
24,689
-15%
减持
AMGN
AMGEN INC COM
-$255.0K
2,918
-19%
减持
QFIN
360 DIGITECH INC AMERICAN DEP
-$255.0K
11,889
-0%
增持
HON
HONEYWELL INTL INC COM
+$249.0K
3,010
+69%
建仓
—
VMWARE INC CL A COM
+$248.0K
1,669
增持
FDX
FEDEX CORP COM
-$247.0K
3,327
+2%
建仓
CHD
CHURCH & DWIGHT INC COM
+$246.0K
2,975
减持
DE
DEERE & CO COM
-$245.0K
6,549
-5%
