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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 39
增持 82
减持 18
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES CORE S&P 500 ETF
-$10.6M
9,955
-75%
增持
MSFT
MICROSOFT CORP COM
+$8.0M
82,491
+63%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$7.1M
79,152
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。
+22%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$6.2M
154,975
+88%
增持
VOO
VANGUARD S&P 500 ETF
+$5.8M
20,275
+422%
增持
JPM
JPMORGAN CHASE & CO COM
+$5.2M
54,386
+170%
增持
CVX
CHEVRON CORP NEW COM
+$4.9M
44,771
+104%
建仓
GD
GENERAL DYNAMICS CORP COM
+$4.1M
16,531
增持
UNH
UNITEDHEALTH GROUP INC COM
+$4.0M
11,303
+193%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$3.8M
179,638
+9%
增持
AAPL
APPLE INC COM
+$3.4M
198,714
+22%
增持
JNJ
JOHNSON & JOHNSON COM
+$3.1M
36,280
+82%
增持
—
EXXON MOBIL CORP COM
+$2.8M
119,126
+1%
增持
AMGN
AMGEN INC COM
+$2.8M
14,284
+237%
减持
TSLA
TESLA INC COM
-$2.7M
12,552
-22%
增持
V
VISA INC COM CL A
+$2.7M
29,491
+54%
增持
NEE
NEXTERA ENERGY INC COM
+$2.7M
46,857
+196%
增持
PSX
PHILLIPS 66 COM
+$2.6M
32,274
+262%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$2.6M
22,026
+84%
建仓
SCHW
SCHWAB CHARLES CORP COM
+$2.5M
30,048
建仓
COR
AMERISOURCEBERGEN CORP COM
+$2.4M
14,479
减持
AMZN
AMAZON COM INC COM
-$2.3M
64,188
-6%
建仓
AFL
AFLAC INC COM
+$2.2M
30,595
增持
ITW
ILLINOIS TOOL WKS INC COM
+$2.2M
11,721
+416%
增持
ABT
ABBOTT LABS COM
+$2.1M
34,639
+101%
增持
ADI
ANALOG DEVICES INC COM
+$2.1M
14,607
+621%
增持
MRK
MERCK & CO INC COM
+$2.1M
64,680
+9%
增持
AVGO
BROADCOM INC COM
+$2.0M
5,043
+180%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$2.0M
58,489
+73%
增持
LMT
LOCKHEED MARTIN CORP COM
+$2.0M
6,071
+141%
建仓
—
CHUBB LIMITED COM
+$2.0M
8,961
增持
PEP
PEPSICO INC COM
+$2.0M
18,086
+128%
增持
PG
PROCTER AND GAMBLE CO COM
+$2.0M
27,248
+59%
建仓
—
BLACKROCK INC COM
+$1.9M
2,689
建仓
PAYX
PAYCHEX INC COM
+$1.9M
16,476
增持
CSCO
CISCO SYS INC COM
+$1.9M
61,247
+136%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.9M
84,456
-0%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.8M
110,097
-22%
增持
—
LINDE PLC SHS
+$1.8M
6,452
+540%
建仓
NSC
NORFOLK SOUTHN CORP COM
+$1.8M
7,408
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.8M
14,396
+84%
增持
MCD
MCDONALDS CORP COM
+$1.8M
8,804
+288%
增持
VO
VANGUARD MID-CAP ETF
+$1.7M
60,293
+7%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$1.7M
138,079
-58%
建仓
BDX
BECTON DICKINSON & CO COM
+$1.7M
6,593
增持
WMT
WALMART INC COM
+$1.7M
28,153
+56%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$1.5M
13,616
+119%
建仓
EMR
EMERSON ELEC CO COM
+$1.5M
16,057
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$1.5M
74,501
+100%
建仓
ELV
ELEVANCE HEALTH INC COM
+$1.5M
2,972
清仓
WST
WEST PHARMACEUTICAL SVSC INC COM
-$1.5M
0
-100%
增持
TGT
TARGET CORP COM
+$1.5M
18,104
+127%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
54,033
+58%
增持
KLAC
KLA CORP COM NEW
+$1.5M
7,414
+70%
增持
LOW
LOWES COS INC COM
+$1.5M
17,834
+61%
建仓
MCK
MCKESSON CORP COM
+$1.5M
3,915
清仓
DTE
DTE ENERGY CO COM
-$1.5M
0
-100%
增持
APD
AIR PRODS & CHEMS INC COM
+$1.4M
5,851
+261%
建仓
SLG
SL GREEN RLTY CORP COM
+$1.4M
41,530
清仓
OGS
ONE GAS INC COM
-$1.4M
0
-100%
建仓
CASY
CASEYS GEN STORES INC COM
+$1.4M
6,151
减持
QCOM
QUALCOMM INC COM
-$1.4M
11,701
-50%
建仓
BXMT
BLACKSTONE MTG TR INC COM CL A
+$1.4M
63,950
增持
—
MEDTRONIC PLC SHS
+$1.4M
25,045
+240%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$1.3M
26,813
+325%
建仓
ENSG
ENSIGN GROUP INC COM
+$1.3M
14,059
增持
WEC
WEC ENERGY GROUP INC COM
+$1.3M
18,214
+312%
建仓
USB
US BANCORP DEL COM NEW
+$1.3M
30,058
建仓
—
DELAWARE IVY HIGH INCOME OPPO COM
+$1.3M
119,153
增持
NKE
NIKE INC CL B
+$1.3M
14,212
+226%
增持
EFAD
PROSHARES MSCI EAFE DIVIDEND GROWERS ETF
+$1.3M
43,266
+469%
增持
CMCSA
COMCAST CORP NEW CL A
+$1.2M
41,757
+435%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$1.2M
17,259
+144%
建仓
ES
EVERSOURCE ENERGY COM
+$1.1M
13,582
清仓
SPGI
S&P GLOBAL INC COM
-$1.1M
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
51,099
+4%
建仓
UNM
UNUM GROUP COM
+$1.1M
26,762
增持
DMAR
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MARCH
+$1.1M
52,116
+210%
清仓
RHI
ROBERT HALF INTL INC COM
-$1.1M
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.1M
9,253
+39%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.0M
23,888
+5%
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$1.0M
11,283
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$981.0K
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$966.4K
9
+13%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$960.7K
23,132
+20%
建仓
HTGC
HERCULES CAPITAL INC COM
+$957.9K
72,460
建仓
NTRL
FIRST TRUST MERGER ARBITRAGE ETF
+$936.2K
46,412
建仓
CL
COLGATE PALMOLIVE CO COM
+$921.2K
11,692
建仓
VBF
INVESCO BD FD COM
+$901.9K
57,522
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$879.1K
88,999
-1%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$871.5K
45,255
+6%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$863.3K
22,735
+341%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$855.6K
59,756
+94%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$850.0K
24,904
+214%
建仓
ARDC
ARES DYNAMIC CR ALLOCATION FD COM
+$838.9K
72,378
增持
PFE
PFIZER INC COM
+$814.9K
98,299
+2%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$812.6K
8,713
-36%
清仓
GNRC
GENERAC HLDGS INC COM
-$806.0K
0
-100%
建仓
CLX
CLOROX CO DEL COM
+$803.1K
5,723
增持
AMT
AMERICAN TOWER CORP NEW COM
+$803.1K
10,044
+63%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$797.7K
38,415
+24%
增持
HD
HOME DEPOT INC COM
+$777.5K
11,019
+12%
建仓
GWW
GRAINGER W W INC COM
+$777.1K
1,397
减持
IWV
ISHARES RUSSELL 3000 ETF
+$762.7K
70,372
-1%
减持
SLV
ISHARES SILVER TRUST
+$757.4K
184,668
-2%
建仓
WLK
WESTLAKE CORPORATION COM
+$745.6K
7,271
增持
GDX
VANECK GOLD MINERS ETF
+$722.4K
67,843
+34%
增持
DAPR
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRIL
+$719.6K
70,148
+49%
增持
ALB
ALBEMARLE CORP COM
+$706.8K
4,269
+415%
减持
INTC
INTEL CORP COM
-$697.0K
40,182
-41%
建仓
IYR
ISHARES U.S. REAL ESTATE ETF
+$687.0K
8,160
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$681.1K
108,253
+0%
清仓
DDEC
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER
-$676.0K
0
-100%
增持
ABBV
ABBVIE INC COM
+$672.9K
16,749
+11%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$660.0K
138,789
-2%
建仓
TCPC
BLACKROCK TCP CAPITAL CORP COM
+$656.6K
50,742
增持
STLD
STEEL DYNAMICS INC COM
+$648.9K
13,018
+48%
减持
EVR
EVERCORE INC CLASS A
-$635.5K
5,221
-64%
建仓
—
ENCORE WIRE CORP COM
+$627.7K
4,563
减持
DE
DEERE & CO COM
+$625.4K
6,755
-1%
建仓
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
+$607.8K
34,125
建仓
TSLX
SIXTH STREET SPECIALTY LENDING COM
+$598.4K
33,617
增持
OKE
ONEOK INC NEW COM
+$594.8K
38,612
+2%
减持
NVDA
NVIDIA CORPORATION COM
+$584.4K
28,701
-3%
增持
PPG
PPG INDS INC COM
+$582.4K
6,437
+214%
增持
SBUX
STARBUCKS CORP COM
+$580.6K
22,587
+15%
清仓
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
-$568.0K
0
-100%
增持
VV
VANGUARD LARGE-CAP ETF
+$566.1K
9,133
+46%
清仓
LAD
LITHIA MTRS INC COM
-$561.0K
0
-100%
增持
PBR
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
+$553.9K
222,805
+51%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$540.8K
8,124
+98%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$536.1K
28,400
+46%
建仓
ABG
ASBURY AUTOMOTIVE GROUP INC COM
+$533.3K
2,975
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$521.4K
42,476
-31%
增持
VB
VANGUARD SMALL-CAP ETF
+$518.5K
12,425
+20%
建仓
GBDC
GOLUB CAP BDC INC COM
+$517.1K
39,293
建仓
DWX
SPDR S&P INTERNATIONAL DIVIDEND ETF
+$512.0K
15,843
建仓
WDIV
SPDR S&P GLOBAL DIVIDEND ETF
+$509.8K
8,687
增持
KO
COCA COLA CO COM
+$506.0K
34,207
+15%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$505.0K
38,395
+1%
增持
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
+$502.1K
29,004
+125%
清仓
ENTG
ENTEGRIS INC COM
-$501.0K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$499.5K
2,161
-51%
增持
NUE
NUCOR CORP COM
+$488.5K
17,862
+2%
增持
FINS
ANGEL OAK FINL STRATEGIES INCM COM BEN INT
+$483.4K
221,110
+26%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$482.6K
29,611
+2%
增持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$481.4K
45,551
+27%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$479.1K
23,906
+6%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$469.7K
42,464
+24%
建仓
ULTA
ULTA BEAUTY INC COM
+$466.3K
994
