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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 22
增持 48
减持 60
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500 ETF
-$9.5M
4,049
-85%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$6.9M
95,644
+23%
减持
AAPL
APPLE INC COM
-$5.1M
196,656
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。
-2%
减持
MRK
MERCK & CO INC COM
-$2.9M
46,810
-30%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$2.7M
4,682
-83%
减持
MSFT
MICROSOFT CORP COM
-$2.7M
84,448
-2%
清仓
BUFD
FT CBOE VEST FUND OF DEEP BUFFER ETF
-$2.5M
0
-100%
建仓
DJUL
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JULY
+$2.4M
70,266
增持
LLY
ELI LILLY & CO COM
+$2.2M
5,604
+235%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.0M
66,851
+19%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$1.9M
494
-89%
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$1.8M
0
-100%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$1.8M
109,336
+71%
增持
CSCO
CISCO SYS INC COM
+$1.7M
96,453
+43%
减持
HSY
HERSHEY CO COM
-$1.6M
1,558
-80%
增持
PSX
PHILLIPS 66 COM
+$1.6M
41,017
+17%
增持
—
EXXON MOBIL CORP COM
+$1.6M
117,336
+3%
增持
URNM
SPROTT URANIUM MINERS ETF
+$1.6M
60,445
+56%
建仓
HUBB
HUBBELL INC COM
+$1.4M
4,495
建仓
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$1.4M
29,972
清仓
ACP
ABRDN INCOME CREDIT STRATEGIES COM
-$1.4M
0
-100%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET TR COM NEW
-$1.4M
329,293
-3%
减持
GPC
GENUINE PARTS CO COM
-$1.3M
2,795
-73%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.3M
12,263
+18%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.3M
82,966
-1%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.3M
49,823
+27%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$1.3M
65,102
-20%
建仓
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
+$1.3M
30,267
减持
RTX
RTX CORPORATION COM
-$1.3M
5,765
-66%
清仓
USB
US BANCORP DEL COM NEW
-$1.2M
0
-100%
建仓
FIX
COMFORT SYS USA INC COM
+$1.2M
7,265
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.2M
167,007
-4%
增持
CMCSA
COMCAST CORP NEW CL A
+$1.2M
76,575
+45%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
70,839
+17%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.2M
226,465
+11%
增持
META
META PLATFORMS INC CL A
+$1.2M
14,524
+31%
减持
TXN
TEXAS INSTRS INC COM
-$1.1M
11,476
-29%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$1.1M
37,944
+66%
减持
NEE
NEXTERA ENERGY INC COM
-$1.0M
47,039
-6%
减持
CCJ
CAMECO CORP COM
-$964.7K
60,350
-44%
建仓
OIH
VANECK OIL SERVICES ETF
+$930.6K
2,697
减持
ALB
ALBEMARLE CORP COM
-$929.5K
2,457
-59%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$923.7K
10,273
-86%
增持
NUE
NUCOR CORP COM
+$899.2K
17,619
+56%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$890.5K
69,956
-2%
清仓
VBF
INVESCO BD FD COM
-$879.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$851.5K
46,584
-27%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$846.9K
10,853
+13%
减持
AVGO
BROADCOM INC COM
-$834.2K
5,925
-11%
清仓
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$821.6K
0
-100%
建仓
KNG
FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$810.2K
16,415
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED DI COM
-$808.6K
22,987
-61%
清仓
NDAQ
NASDAQ INC COM
-$807.0K
0
-100%
增持
BX
BLACKSTONE INC COM
+$806.7K
16,571
+59%
增持
ORCL
ORACLE CORP COM
+$800.8K
45,476
+35%
减持
NVDA
NVIDIA CORPORATION COM
-$784.4K
29,258
-8%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$754.4K
15,531
-23%
减持
SLV
ISHARES SILVER TRUST
-$753.8K
154,673
-17%
增持
PEP
PEPSICO INC COM
+$745.2K
24,191
+34%
减持
JNJ
JOHNSON & JOHNSON COM
-$738.4K
36,437
-6%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$729.5K
53,437
-21%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$723.0K
2,853
-47%
减持
AMZN
AMAZON COM INC COM
-$715.9K
80,833
-4%
清仓
UTF
COHEN & STEERS INFRASTRUCTURE COM
-$682.5K
0
-100%
增持
FINS
ANGEL OAK FINL STRATEGIES INCM COM BEN INT
+$671.6K
313,279
+19%
减持
NTRL
FIRST TRUST MERGER ARBITRAGE ETF
-$668.7K
35,750
-49%
减持
T
AT&T INC COM
-$653.7K
56,704
-40%
减持
AMGN
AMGEN INC COM
+$652.9K
14,596
-1%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$651.1K
12,632
+252%
减持
URA
GLOBAL X URANIUM ETF
-$650.2K
24,751
-59%
减持
V
VISA INC COM CL A
-$633.0K
32,092
-5%
增持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$632.7K
27,780
+277%
增持
CVX
CHEVRON CORP NEW COM
+$604.6K
29,596
+6%
清仓
AI
C3 AI INC CL A
-$601.9K
0
-100%
减持
—
SUPER MICRO COMPUTER INC COM
-$592.3K
2,680
-50%
增持
HWKN
HAWKINS INC COM
+$582.6K
37,802
+10%
增持
IWV
ISHARES RUSSELL 3000 ETF
-$577.9K
71,265
+1%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$569.4K
4,320
清仓
—
PDC ENERGY INC COM
-$565.0K
0
-100%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$560.0K
99,062
+13%
建仓
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$550.3K
3,720
减持
ABT
ABBOTT LABS COM
-$548.2K
33,215
-4%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$545.3K
18,382
-21%
建仓
HUM
HUMANA INC COM
+$537.2K
1,104
增持
VLO
VALERO ENERGY CORP COM
+$535.8K
7,684
+63%
清仓
—
CHARGEPOINT HOLDINGS INC COM CL A
-$532.7K
0
-100%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$526.2K
144,779
-55%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$521.0K
37,250
+40%
建仓
URI
UNITED RENTALS INC COM
+$509.5K
1,146
减持
KLAC
KLA CORP COM NEW
-$507.7K
7,244
-8%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$497.9K
29,734
-22%
减持
PFE
PFIZER INC COM
-$489.3K
51,834
-14%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$486.5K
4,146
-44%
增持
VO
VANGUARD MID-CAP ETF
-$482.6K
65,988
+2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$481.9K
22,395
+0%
减持
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
-$480.0K
12,095
-55%
清仓
FUMB
FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
-$478.9K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC COM
+$474.6K
1,090
减持
—
TEMPLETON GLOBAL INCOME FD COM
-$457.3K
251,062
-27%
建仓
—
ON HLDG AG NAMEN AKT A
+$449.6K
16,162
减持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-$448.3K
77,245
-13%
建仓
RWL
INVESCO S&P 500 REVENUE ETF
+$447.3K
5,724
减持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
-$440.6K
80,149
-9%
清仓
AGM
FEDERAL AGRIC MTG CORP CL C
-$438.6K
0
-100%
建仓
WRB
BERKLEY W R CORP COM
+$431.2K
6,791
增持
ADI
ANALOG DEVICES INC COM
-$424.3K
21,646
+0%
增持
MA
MASTERCARD INCORPORATED CL A
+$424.1K
4,127
+34%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$422.8K
0
-100%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$419.7K
33,207
+37%
减持
TIP
ISHARES TIPS BOND ETF
-$417.8K
31,672
-8%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$415.9K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW COM
-$415.4K
5,675
-60%
增持
GOOG
ALPHABET INC CAP STK CL C
+$414.9K
19,288
+10%
增持
NVO
NOVO-NORDISK A S ADR
+$401.1K
28,803
+110%
增持
COP
CONOCOPHILLIPS COM
+$401.1K
10,150
+29%
增持
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
+$382.6K
29,447
+56%
建仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
+$378.5K
1,538
减持
FTNT
FORTINET INC COM
-$377.0K
20,836
-2%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$375.8K
21,815
+44%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$370.6K
302,308
-1%
减持
LOW
LOWES COS INC COM
-$370.1K
18,810
-1%
减持
MO
ALTRIA GROUP INC COM
-$369.1K
36,203
-13%
清仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$357.5K
0
-100%
减持
—
MEDTRONIC PLC SHS
-$351.8K
25,740
-4%
减持
XBI
SPDR S&P BIOTECH ETF
-$344.6K
30,451
-1%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$342.1K
5,051
清仓
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
-$341.6K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$341.5K
5,800
-13%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$327.1K
120,005
+9%
减持
KO
COCA COLA CO COM
-$323.7K
32,487
-9%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$322.3K
0
-100%
减持
NKE
NIKE INC CL B
-$318.6K
19,383
-2%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$315.7K
13,218
-2%
减持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
-$313.2K
14,636
-38%
增持
PRU
PRUDENTIAL FINL INC COM
+$309.4K
6,296
+93%
清仓
TSCO
TRACTOR SUPPLY CO COM
-$305.7K
0
-100%
增持
—
SEABRIDGE GOLD INC COM
+$305.0K
118,800
+51%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$303.2K
16,492
+41%
建仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
+$302.0K
3,844
建仓
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$301.7K
7,645
建仓
—
STELLANTIS N.V SHS
+$299.5K
15,655
增持
HFRO
HIGHLAND OPPORTUNITIES HIGHLAND INCOME
-$299.4K
375,530
+2%
建仓
SFM
SPROUTS FMRS MKT INC COM
+$296.7K
6,933
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$295.3K
39,816
+1%
减持
FYX
FIRST TRUST SMALL CAP CORE ALPHADEX FUND
-$293.8K
10,854
-24%
清仓
MTD
METTLER TOLEDO INTERNATIONAL COM
-$289.9K
0
-100%
增持
HD
HOME DEPOT INC COM
+$281.1K
12,085
+11%
增持
RDVI
FT CBOE VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$279.8K
102,894
+20%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$276.3K
210,488
+1%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$273.6K
845
