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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 22
增持 77
减持 32
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$7.5M
202,066
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$5.7M
35,509
+24%
增持
MSFT
MICROSOFT CORP COM
+$5.1M
86,277
+5%
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
CVX
CHEVRON CORP NEW COM
-$3.4M
28,662
-36%
增持
META
META PLATFORMS INC CL A
+$2.7M
23,380
+26%
增持
AMZN
AMAZON COM INC COM
+$2.7M
78,514
+22%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$2.7M
12,552
-81%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.5M
28,339
+577%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$2.5M
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$2.5M
13,390
-65%
建仓
—
LINDE PLC SHS
+$2.5M
6,895
建仓
BUFD
FT CBOE VEST FUND OF DEEP BUFFER ETF
+$2.4M
116,061
增持
TSLA
TESLA INC COM
+$2.2M
18,221
+45%
建仓
NVO
NOVO-NORDISK A S ADR
+$2.2M
13,604
增持
QQQ
INVESCO QQQ TRUST
+$2.2M
37,823
+1%
减持
PBR
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
-$2.1M
21,751
-90%
清仓
—
LINDE PLC SHS
-$2.1M
0
-100%
增持
ADI
ANALOG DEVICES INC COM
+$2.0M
22,414
+53%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.9M
72,981
+0%
减持
GD
GENERAL DYNAMICS CORP COM
-$1.9M
9,490
-43%
增持
XBI
SPDR S&P BIOTECH ETF
+$1.9M
30,765
+506%
清仓
—
ACTIVISION BLIZZARD INC COM
-$1.9M
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.9M
185,632
+20%
建仓
BAR
GRANITESHARES GOLD SHARES
+$1.8M
92,423
增持
ORCL
ORACLE CORP COM
+$1.7M
26,782
+176%
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$1.7M
170,580
+167%
增持
VUG
VANGUARD GROWTH ETF
+$1.6M
25,572
+15%
清仓
DMAR
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MARCH
-$1.6M
0
-100%
增持
V
VISA INC COM CL A
+$1.6M
34,112
+16%
清仓
FVAL
FIDELITY VALUE FACTOR ETF
-$1.5M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC COM
-$1.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.5M
9,524
-16%
清仓
MCK
MCKESSON CORP COM
-$1.5M
0
-100%
建仓
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$1.4M
31,454
建仓
ACP
ABRDN INCOME CREDIT STRATEGIES COM
+$1.4M
205,807
增持
TXN
TEXAS INSTRS INC COM
+$1.3M
15,808
+63%
清仓
—
DELAWARE IVY HIGH INCOME OPPO COM
-$1.3M
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$1.3M
23,436
+142%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.3M
75,040
-5%
清仓
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
-$1.3M
0
-100%
减持
PFE
PFIZER INC COM
-$1.2M
93,095
-5%
建仓
CHDN
CHURCHILL DOWNS INC COM
+$1.2M
4,794
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.2M
57,739
+79%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$1.2M
22,138
-41%
清仓
NFG
NATIONAL FUEL GAS CO COM
-$1.2M
0
-100%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.1M
70,741
+1%
增持
VO
VANGUARD MID-CAP ETF
+$1.1M
63,472
+5%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$1.1M
69,031
+63%
建仓
—
UNILEVER PLC SPON ADR NEW
+$1.1M
20,442
减持
FDX
FEDEX CORP COM
-$1.1M
2,700
-72%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.0M
56,008
+4%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$1.0M
0
-100%
减持
—
SPIRIT AIRLS INC COM
-$986.3K
54,405
-45%
减持
—
BUNGE LIMITED COM
-$963.1K
2,126
-82%
建仓
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$942.2K
41,343
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$912.6K
26,140
+13%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$883.9K
35,774
+33%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$883.3K
333
减持
—
KELLOGG CO COM
-$882.6K
4,344
-74%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$866.9K
85,130
+1%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$859.7K
7,279
-71%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$810.1K
39,075
+72%
增持
COST
COSTCO WHSL CORP NEW COM
+$750.3K
10,012
+8%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$686.5K
66,140
+13%
减持
CVS
CVS HEALTH CORP COM
-$681.1K
29,271
-4%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$674.4K
13,376
+14%
清仓
CBNK
CAPITAL BANCORP INC MD COM
-$667.6K
0
-100%
减持
HFRO
HIGHLAND INCOME FD HIGHLAND INCOME
-$642.2K
392,316
-1%
增持
AVGO
BROADCOM INC COM
+$601.7K
5,333
+6%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$595.1K
98,188
+1%
建仓
EMF
TEMPLETON EMERGING MKTS FD COM
+$585.0K
50,000
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$574.2K
78,632
+32%
减持
DAPR
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRIL
-$570.7K
50,435
-28%
减持
JPM
JPMORGAN CHASE & CO COM
-$562.3K
51,653
-5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$547.9K
15,770
+28%
增持
CMCSA
COMCAST CORP NEW CL A
+$542.2K
52,821
+26%
减持
ENPH
ENPHASE ENERGY INC COM
-$535.9K
3,095
-31%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$532.4K
9,218
+111%
增持
FINS
ANGEL OAK FINL STRATEGIES INCM COM BEN INT
+$532.0K
272,865
+23%
增持
CSCO
CISCO SYS INC COM
+$512.4K
65,619
+7%
增持
JNJ
JOHNSON & JOHNSON COM
-$511.3K
38,049
+5%
建仓
HAL
HALLIBURTON CO COM
+$510.0K
16,119
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$501.5K
200,610
+3%
建仓
—
SEABRIDGE GOLD INC COM
+$501.2K
38,700
增持
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$494.1K
37,536
+15%
清仓
VOX
VANGUARD COMMUNICATION SERVICES ETF
-$477.9K
0
-100%
建仓
HGV
HILTON GRAND VACATIONS INC COM
+$474.8K
10,686
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$474.4K
36,338
+28%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$473.6K
14,074
+125%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$471.4K
202,586
+2%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$471.3K
42,099
-7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$470.8K
22,593
+31%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$470.5K
20,366
+73%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$466.3K
15,072
+5%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$462.0K
9,781
+170%
增持
TGT
TARGET CORP COM
+$461.4K
19,076
+5%
增持
ARKW
ARK NEXT GENERATION INTERNET ETF
+$448.2K
13,591
+87%
减持
MATX
MATSON INC COM
-$446.9K
3,430
-67%
增持
GLD
SPDR GOLD SHARES
+$434.6K
28,545
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$433.0K
138,544
-0%
减持
—
EXXON MOBIL CORP COM
-$432.5K
115,877
-3%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$432.4K
7,832
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$432.1K
40,748
+6%
增持
FTNT
FORTINET INC COM
+$430.7K
21,367
+6%
增持
HSY
HERSHEY CO COM
+$426.6K
7,678
+16%
清仓
APO
APOLLO GLOBAL MGMT INC COM
-$419.9K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$414.1K
77,070
+8%
减持
NUE
NUCOR CORP COM
+$396.7K
17,810
-0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$393.8K
5,414
-11%
增持
EFAD
PROSHARES MSCI EAFE DIVIDEND GROWERS ETF
+$393.0K
51,316
+19%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$391.8K
58,129
+46%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$386.2K
7,773
+20%
增持
MCD
MCDONALDS CORP COM
+$385.4K
9,675
+10%
清仓
INDA
ISHARES MSCI INDIA ETF
-$384.3K
0
-100%
增持
KLAC
KLA CORP COM NEW
+$383.3K
7,963
+7%
增持
SLG
SL GREEN RLTY CORP COM
-$376.6K
43,530
+5%
清仓
GEO
GEO GROUP INC NEW COM
-$374.9K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$373.9K
24,144
+22%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$373.2K
21,955
-0%
增持
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
+$373.2K
26,401
+76%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$370.3K
9,414
+162%
建仓
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$367.6K
12,575
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$367.3K
111,550
+1%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$365.1K
4,569
+1%
建仓
—
ARISTA NETWORKS INC COM
+$359.4K
2,141
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$352.8K
21,482
-10%
建仓
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
+$351.5K
8,917
建仓
AMPH
AMPHASTAR PHARMACEUTICALS INC COM
+$347.7K
9,273
减持
CRM
SALESFORCE INC COM
-$340.6K
4,541
-52%
增持
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
+$339.2K
19,454
+154%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$333.1K
41,049
+5%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$330.3K
1,864
+30%
清仓
—
SITIO ROYALTIES CORP CLASS A COM
-$329.0K
0
-100%
增持
WLK
WESTLAKE CORPORATION COM
+$317.9K
9,169
+26%
清仓
—
DELAWARE ENHANCED GLOBAL DIVID COM
-$316.5K
0
-100%
减持
SPY
SPDR S&P 500 ETF TRUST
+$313.9K
23,081
-3%
增持
CTAS
CINTAS CORP COM
+$310.0K
5,688
+11%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$307.7K
85,727
+4%
减持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$305.4K
23,413
-42%
增持
BSTP
INNOVATOR BUFFER STEP-UP STRATEGY ETF
+$300.4K
31,061
+53%
减持
EPAM
EPAM SYS INC COM
-$296.8K
908
-48%
建仓
—
TOPBUILD CORP COM
+$296.6K
1,425
减持
RWK
INVESCO S&P MIDCAP 400 REVENUE ETF
-$296.5K
5,362
-41%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$294.9K
3,833
清仓
—
CANADIAN PAC RY LTD COM
-$294.9K
0
-100%
增持
NFLX
NETFLIX INC COM
+$293.3K
1,805
+61%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$292.9K
6,372
+82%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$288.2K
84,844
+14%
建仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
+$283.2K
9,305
增持
ENSG
ENSIGN GROUP INC COM
+$281.1K
16,864
+20%
