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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 38
增持 75
减持 19
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$6.6M
42,798
+34%
增持
TIP
ISHARES TIPS BOND ETF
+$6.2M
59,853
+397%
清仓
DWAS
INVESCO DWA SMALLCAP MOMENTUM ETF
-$5.6M
0
-100%
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。
减持
AAPL
APPLE INC COM
+$4.8M
169,640
-5%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$3.0M
71,394
+699%
增持
ABBV
ABBVIE INC COM
+$3.0M
32,659
+139%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$2.8M
68,161
+339%
增持
PDP
INVESCO DWA MOMENTUM ETF
+$2.8M
60,786
+84%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$2.7M
66,985
+7%
减持
CRM
SALESFORCE COM INC COM
-$2.5M
9,452
-48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.4M
55,897
+7%
建仓
MOH
MOLINA HEALTHCARE INC COM
+$2.4M
7,586
增持
VTV
VANGUARD VALUE INDEX FUND
+$2.3M
27,111
+116%
增持
IJH
ISHARES S&P MIDCAP FUND
+$2.2M
81,371
+3%
减持
META
META PLATFORMS INC CL A
-$2.2M
3,656
-64%
清仓
—
MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR
-$2.2M
0
-100%
减持
MSFT
MICROSOFT CORP COM
+$2.1M
55,743
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$2.1M
4,563
+172%
增持
PFE
PFIZER INC COM
+$2.0M
58,567
+74%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$2.0M
97,797
+13%
增持
QQQ
INVESCO QQQ TRUST
+$2.0M
37,886
+3%
建仓
CSM
PROSHARES LARGE CAP CORE PLUS ETF
+$1.9M
17,370
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$1.9M
33,232
+40%
减持
NEAR
BLACKROCK SHORT MATURITY BOND ETF
-$1.8M
37,413
-48%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$1.8M
92,143
+13%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.7M
65,609
+1%
减持
PYPL
PAYPAL HLDGS INC COM
-$1.7M
22,823
-1%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.6M
5,056
+84%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$1.6M
76,316
-29%
增持
VO
VANGUARD MID-CAP INDEX FUND
+$1.5M
44,461
+7%
清仓
BBY
BEST BUY INC COM
-$1.4M
0
-100%
增持
TSLA
TESLA INC COM
+$1.4M
4,815
+2%
建仓
R
RYDER SYS INC COM
+$1.3M
16,349
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.3M
43,287
+106%
增持
QCOM
QUALCOMM INC COM
+$1.3M
22,149
+4%
建仓
RHI
ROBERT HALF INTL INC COM
+$1.3M
11,623
清仓
QRVO
QORVO INC COM
-$1.3M
0
-100%
增持
V
VISA INC COM CL A
+$1.2M
27,925
+29%
清仓
CMI
CUMMINS INC COM
-$1.2M
0
-100%
清仓
PII
POLARIS INC COM
-$1.1M
0
-100%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$1.1M
104,697
+4%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$1.0M
35,355
减持
NVDA
NVIDIA CORPORATION COM
-$1.0M
29,185
-37%
增持
IJR
ISHARES S&P SMALL-CAP FUND
+$1.0M
133,488
+2%
增持
AMZN
AMAZON COM INC COM
+$1.0M
3,883
+7%
清仓
ENSG
ENSIGN GROUP INC COM
-$929.0K
0
-100%
建仓
BNOV
INNOVATOR U.S. EQUITY BUFFER ETF A NOVEMBER
+$926.0K
28,096
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$884.0K
78,619
+2%
增持
SPY
SPDR S&P 500 ETF
+$858.0K
16,137
+2%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND
+$856.0K
37,665
+63%
建仓
CMA
COMERICA INC COM
+$841.0K
9,665
增持
POOL
POOL CORP COM
+$821.0K
4,915
+9%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$819.0K
7,016
+7%
增持
HD
HOME DEPOT INC COM
+$814.0K
9,341
+0%
增持
JNJ
JOHNSON & JOHNSON COM
+$785.0K
14,792
+37%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$770.0K
14,186
+9%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$768.0K
144,339
+30%
减持
TGT
TARGET CORP COM
-$767.0K
8,221
-30%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$765.0K
17,264
+32%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$764.0K
7,087
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$763.0K
7,928
+116%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$752.0K
21,144
+20%
建仓
—
INMODE LTD SHS
+$750.0K
10,628
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$749.0K
19,486
+15%
增持
MATX
MATSON INC COM
+$735.0K
12,788
+148%
建仓
TDOC
TELADOC HEALTH INC COM
+$721.0K
7,853
建仓
PANW
PALO ALTO NETWORKS INC COM
+$702.0K
1,261
建仓
MKSI
MKS INSTRS INC COM
+$695.0K
3,993
清仓
BFEB
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
-$688.0K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$671.0K
1,866
+5%
增持
ABT
ABBOTT LABS COM
+$669.0K
17,960
+14%
建仓
JANT
ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF
+$666.0K
23,600
减持
DIS
DISNEY WALT CO COM
-$647.0K
13,431
-17%
增持
PG
PROCTER AND GAMBLE CO COM
+$638.0K
13,759
+19%
建仓
SHOE
SHOE CARNIVAL INC COM
+$632.0K
16,178
建仓
BLDR
BUILDERS FIRSTSOURCE INC COM
+$627.0K
7,312
建仓
OMF
ONEMAIN HLDGS INC COM
+$623.0K
12,453
增持
CVS
CVS HEALTH CORP COM
+$609.0K
32,859
+0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$586.0K
29,739
+5%
清仓
DVA
DAVITA INC COM
-$582.0K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC COM
+$578.0K
1,900
建仓
DRIV
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
+$571.0K
18,695
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$558.0K
11,114
+2%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$552.0K
16,904
+18%
减持
SHW
SHERWIN WILLIAMS CO COM
+$547.0K
15,190
-12%
增持
LOW
LOWES COS INC COM
+$542.0K
8,740
+3%
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$538.0K
2,448
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$538.0K
7,428
增持
UNH
UNITEDHEALTH GROUP INC COM
+$527.0K
3,600
+10%
建仓
KOCT
INNOVATOR RUSSELL 2000 POWER BUFFER ETF - OCTOBER
+$489.0K
17,834
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$487.0K
114,309
+8%
增持
NUE
NUCOR CORP COM
+$475.0K
16,150
+16%
建仓
KJAN
INNOVATOR RUSSELL 2000 POWER BUFFER ETF - JANUARY
+$467.0K
14,401
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$464.0K
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$461.0K
31,328
+12%
增持
—
EXXON MOBIL CORP COM
+$458.0K
53,316
+12%
清仓
—
APOLLO GLOBAL MGMT INC COM CL A
-$457.0K
0
-100%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$453.0K
13,610
+5%
减持
FDX
FEDEX CORP COM
-$451.0K
1,076
-68%
建仓
NXST
NEXSTAR MEDIA GROUP INC CL A
+$444.0K
2,938
增持
CVX
CHEVRON CORP NEW COM
+$443.0K
8,364
+57%
清仓
—
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF
-$441.0K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$440.0K
10,751
+11%
增持
KLAC
KLA CORP COM NEW
+$439.0K
4,449
+1%
清仓
NEM
NEWMONT CORP COM
-$428.0K
0
-100%
清仓
ERIC
ERICSSON ADR B SEK 10
-$427.0K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$418.0K
14,018
+5%
增持
ILCV
ISHARES MORNINGSTAR LARGE-CAP VALUE ETF
+$415.0K
33,512
+11%
增持
F
FORD MTR CO DEL COM
+$411.0K
56,104
+5%
增持
CUBI
CUSTOMERS BANCORP INC COM
+$408.0K
17,293
+3%
减持
SQ
BLOCK INC CL A
-$405.0K
1,631
-41%
建仓
UGI
UGI CORP NEW COM
+$405.0K
8,827
增持
WST
WEST PHARMACEUTICAL SVSC INC COM
+$405.0K
7,006
+3%
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$400.0K
6,402
建仓
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER
+$396.0K
12,994
建仓
PRU
PRUDENTIAL FINL INC COM
+$393.0K
3,631
清仓
—
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF
-$384.0K
0
-100%
增持
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$381.0K
34,205
+8%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$380.0K
9,599
+153%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$375.0K
8,548
+153%
减持
KRE
SPDR S&P REGIONAL BANKING ETF
-$374.0K
11,026
-35%
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$374.0K
12,980
清仓
GLW
CORNING INC COM
-$362.0K
0
-100%
增持
CTAS
CINTAS CORP COM
+$357.0K
4,712
+4%
建仓
O
REALTY INCOME CORP COM
+$355.0K
4,962
增持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER
+$354.0K
17,872
+156%
增持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$352.0K
100,548
+4%
建仓
TRIN
TRINITY CAP INC COM
+$348.0K
19,818
减持
CSX
CSX CORP COM
+$347.0K
45,235
-1%
减持
VEEV
VEEVA SYS INC CL A COM
-$333.0K
4,314
-13%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$324.0K
4,305
-45%
建仓
—
DUPONT DE NEMOURS INC COM
+$317.0K
3,929
建仓
BGR
BLACKROCK ENERGY & RES TR COM
+$316.0K
33,304
增持
NEE
NEXTERA ENERGY INC COM
+$314.0K
15,853
+7%
清仓
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$314.0K
0
-100%
建仓
AZTA
AZENTA INC COM
+$309.0K
3,000
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$306.0K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$304.0K
11,755
+13%
建仓
DAR
DARLING INGREDIENTS INC COM
+$291.0K
4,198
建仓
—
ETFMG PRIME CYBER SECURITY ETF
+$285.0K
4,630
建仓
IDRV
ISHARES SELF-DRIVING EV AND TECH ETF
+$283.0K
5,215
增持
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$283.0K
7,223
+91%
减持
ARKW
ARK NEXT GENERATION INTERNET ETF
-$282.0K
9,145
-7%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$281.0K
3,473
+36%
建仓
FIW
FIRST TRUST WATER ETF
+$279.0K
2,947
减持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$278.0K
2,821
-58%
增持
AMP
AMERIPRISE FINL INC COM
+$277.0K
6,155
+3%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$275.0K
54,446
+6%
建仓
STEW
BOULDER GROWTH & INCOME FD INC COM
+$272.0K
19,112
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$272.0K
741
+74%
