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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 25
增持 57
减持 50
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$5.4M
199,813
-1%
减持
MSFT
MICROSOFT CORP COM
+$4.5M
86,219
-0%
增持
VOO
VANGUARD S&P 500 ETF
+$4.0M
27,292
+43%
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
NVDA
NVIDIA CORPORATION COM
+$3.6M
31,940
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.5M
78,067
+4%
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$3.0M
288,415
+69%
增持
AMZN
AMAZON COM INC COM
+$2.9M
84,316
+7%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.4M
39,414
+4%
增持
AVGO
BROADCOM INC COM
+$2.3M
6,635
+24%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$2.3M
23,405
建仓
RDVI
FT CBOE VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$1.9M
85,942
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$1.8M
44,240
-33%
增持
TSLA
TESLA INC COM
+$1.8M
21,353
+17%
清仓
BAR
GRANITESHARES GOLD SHARES
-$1.8M
0
-100%
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$1.8M
16,248
增持
VUG
VANGUARD GROWTH ETF
+$1.8M
28,871
+13%
减持
META
META PLATFORMS INC CL A
-$1.8M
11,084
-53%
减持
OXY
OCCIDENTAL PETE CORP COM
-$1.7M
4,001
-87%
减持
PFE
PFIZER INC COM
-$1.6M
60,212
-35%
增持
ORCL
ORACLE CORP COM
+$1.5M
33,722
+26%
清仓
DAPR
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRIL
-$1.5M
0
-100%
建仓
INGR
INGREDION INC COM
+$1.4M
13,463
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$1.4M
63,967
+103%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.4M
70,898
+0%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.3M
71,082
-3%
增持
—
PIONEER NAT RES CO COM
+$1.3M
8,248
+335%
建仓
URNM
SPROTT URANIUM MINERS ETF
+$1.3M
38,630
增持
GPC
GENUINE PARTS CO COM
+$1.3M
10,288
+282%
增持
DE
DEERE & CO COM
+$1.3M
9,726
+51%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.3M
204,292
+10%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$1.2M
8,479
-41%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
60,375
+12%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.1M
3,125
-42%
清仓
—
UNILEVER PLC SPON ADR NEW
-$1.1M
0
-100%
清仓
OKTA
OKTA INC CL A
-$1.0M
0
-100%
清仓
SLG
SL GREEN RLTY CORP COM
-$1.0M
0
-100%
清仓
CLX
CLOROX CO DEL COM
-$943.7K
0
-100%
清仓
—
SPIRIT AIRLS INC COM
-$934.1K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$911.1K
56,147
+0%
减持
NUE
NUCOR CORP COM
-$895.6K
11,315
-36%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$889.5K
70,979
+202%
建仓
SCHW
SCHWAB CHARLES CORP COM
+$882.2K
15,564
增持
VO
VANGUARD MID-CAP ETF
+$836.6K
64,608
+2%
建仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$818.5K
16,711
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$806.1K
13,800
+98%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$803.2K
174,171
-5%
增持
MRK
MERCK & CO INC COM
+$785.6K
66,869
+3%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$769.4K
6,679
-34%
减持
—
SUPER MICRO COMPUTER INC COM
+$751.6K
5,325
-1%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$748.5K
43,438
+21%
清仓
ALTL
PACER LUNT LARGE CAP ALTERNATOR ETF
-$741.5K
0
-100%
建仓
FSIG
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
+$740.6K
39,776
减持
JPM
JPMORGAN CHASE & CO COM
+$735.6K
51,337
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$706.3K
84,145
-1%
减持
AMP
AMERIPRISE FINL INC COM
-$692.9K
4,411
-37%
增持
BJUN
INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
+$675.6K
28,033
+239%
建仓
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$675.0K
23,487
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$667.3K
24,244
+72%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$652.2K
27,181
+4%
减持
KLAC
KLA CORP COM NEW
+$652.0K
7,898
-1%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$651.3K
13,107
-53%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET TR COM NEW
+$650.7K
338,226
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$637.3K
10,423
+4%
建仓
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$635.6K
11,040
建仓
DT
DYNATRACE INC COM NEW
+$602.4K
11,704
建仓
AI
C3 AI INC CL A
+$601.9K
16,521
增持
TGT
TARGET CORP COM
-$580.4K
19,554
+3%
减持
MOS
MOSAIC CO NEW COM
-$551.9K
6,230
-63%
减持
RTX
RTX CORPORATION COM
-$546.7K
17,005
-25%
减持
CCJ
CAMECO CORP COM
+$533.9K
107,150
-1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$531.7K
81,463
-17%
增持
UNM
UNUM GROUP COM
+$519.7K
33,563
+23%
减持
DVN
DEVON ENERGY CORP NEW COM
-$519.2K
14,192
-40%
增持
JNJ
JOHNSON & JOHNSON COM
+$515.8K
38,747
+2%
减持
NDAQ
NASDAQ INC COM
-$511.4K
16,188
-33%
减持
GDX
VANECK GOLD MINERS ETF
-$495.6K
52,319
-18%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$489.5K
10,507
增持
GOOG
ALPHABET INC CAP STK CL C
+$488.1K
17,593
+12%
减持
LOW
LOWES COS INC COM
+$485.1K
18,961
-0%
减持
—
EXXON MOBIL CORP COM
-$483.8K
113,970
-2%
减持
—
HORIZON THERAPEUTICS PUB L SHS
-$482.9K
6,849
-37%
减持
WMT
WALMART INC COM
-$473.7K
23,791
-17%
减持
ABBV
ABBVIE INC COM
-$470.6K
16,193
-3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$463.1K
2,468
+28%
清仓
MTDR
MATADOR RES CO COM
-$460.0K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP COM
+$452.4K
1,160
增持
—
SEABRIDGE GOLD INC COM
+$447.2K
78,700
+103%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$444.1K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$440.7K
42,216
+4%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$437.0K
15,376
+2%
减持
ARKW
ARK NEXT GENERATION INTERNET ETF
-$428.5K
5,120
-62%
减持
SPY
SPDR S&P 500 ETF TRUST
+$425.9K
22,277
-3%
减持
T
AT&T INC COM
-$425.6K
94,382
-6%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$422.4K
15,140
+61%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$408.8K
47,262
+21%
增持
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
+$406.6K
18,873
+112%
清仓
FAPR
FT CBOE VEST U.S. EQUITY BUFFER ETF - APRIL
-$404.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$402.5K
27,917
-1%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$401.9K
21,933
+58%
减持
COR
AMERISOURCEBERGEN CORP COM
+$398.8K
13,564
-2%
增持
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$397.5K
39,709
+6%
增持
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
+$394.9K
34,091
+75%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$391.6K
8,934
-33%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$389.6K
20,992
+42%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$380.2K
32,009
+5%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$373.9K
91,840
+17%
清仓
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$373.7K
0
-100%
清仓
UGI
UGI CORP NEW COM
-$369.0K
0
-100%
建仓
GMAY
FT CBOE VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
+$368.0K
11,780
清仓
DQ
DAQO NEW ENERGY CORP SPNSRD ADS NEW
-$366.3K
0
-100%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
-$366.1K
18,674
-41%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$362.0K
26,641
+31%
增持
IVV
ISHARES CORE S&P 500 ETF
+$359.7K
9,189
+1%
建仓
—
TECNOGLASS INC ORD SHS
+$356.9K
6,908
减持
FANG
DIAMONDBACK ENERGY INC COM
-$349.6K
7,086
-25%
增持
ALB
ALBEMARLE CORP COM
+$348.4K
6,039
+34%
减持
AMGN
AMGEN INC COM
-$346.0K
14,728
-2%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$343.9K
7,372
-1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$336.9K
83,124
+8%
清仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$335.5K
0
-100%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$334.7K
183,245
+8%
增持
NKE
NIKE INC CL B
+$332.5K
19,680
+31%
减持
V
VISA INC COM CL A
+$323.6K
33,748
-1%
建仓
DDOG
DATADOG INC CL A COM
+$323.5K
3,288
增持
O
REALTY INCOME CORP COM
+$318.2K
9,819
+131%
建仓
BLMN
BLOOMIN BRANDS INC COM
+$317.6K
11,810
增持
QQQM
INVESCO NASDAQ 100 ETF
+$312.9K
4,621
+57%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$310.9K
87,898
-1%
建仓
BUFR
FT CBOE VEST FUND OF BUFFER ETFS
+$308.6K
12,323
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$308.1K
87,736
+2%
建仓
BAB
INVESCO TAXABLE MUNICIPAL BOND ETF
+$307.2K
11,571
增持
—
MEDTRONIC PLC SHS
+$304.7K
26,888
+5%
增持
STLD
STEEL DYNAMICS INC COM
+$302.3K
15,120
+27%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$300.7K
11,120
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$295.1K
45,026
+10%
减持
SLV
ISHARES SILVER TRUST
-$295.1K
186,683
-2%
建仓
LPX
LOUISIANA PAC CORP COM
+$294.4K
3,926
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$294.3K
41,717
+16%
减持
KR
KROGER CO COM
-$292.1K
12,485
-30%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$291.5K
39,369
-6%
减持
CVX
CHEVRON CORP NEW COM
-$290.6K
27,873
-3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$289.3K
12,424
+33%
建仓
RYLD
GLOBAL X RUSSELL 2000 COVERED CALL ETF
+$287.4K
15,887
建仓
MEDP
MEDPACE HLDGS INC COM
+$284.1K
1,183
清仓
LDOS
LEIDOS HOLDINGS INC COM
-$278.6K
0
-100%
减持
TIP
ISHARES TIPS BOND ETF
-$278.1K
34,406
-5%
清仓
PYPL
PAYPAL HLDGS INC COM
-$277.2K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$273.6K
49,852
-3%
建仓
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$272.6K
2,592
清仓
EPAM
EPAM SYS INC COM
-$271.5K
0
-100%
