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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 65
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
+$4.5M
83,008
-2%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$3.8M
32,805
减持
AAPL
APPLE INC COM
+$3.6M
193,765
-1%
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。
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$3.6M
101,913
+174%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.0M
42,090
+6%
增持
COST
COSTCO WHSL CORP NEW COM
+$2.8M
14,773
+20%
清仓
ILCV
ISHARES MORNINGSTAR VALUE ETF
-$2.8M
0
-100%
增持
AMZN
AMAZON COM INC COM
+$2.7M
85,713
+6%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.5M
83,706
+1%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$2.5M
64,116
+271%
清仓
ILCG
ISHARES MORNINGSTAR GROWTH ETF
-$2.4M
0
-100%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$2.4M
15,213
-66%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.3M
26,271
-47%
减持
—
EXXON MOBIL CORP COM
-$2.2M
115,890
-1%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$2.2M
71,757
+1%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$2.0M
69,830
-0%
减持
CSCO
CISCO SYS INC COM
-$1.9M
65,308
-32%
增持
VUG
VANGUARD GROWTH ETF
+$1.8M
32,627
+7%
减持
LLY
ELI LILLY & CO COM
-$1.8M
1,998
-64%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$1.8M
15,681
-63%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$1.8M
7,360
增持
PEP
PEPSICO INC COM
+$1.7M
34,217
+41%
减持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
-$1.7M
11,705
-85%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.6M
81,020
+52%
增持
FINS
ANGEL OAK FINL STRATEGIES INCM COM BEN INT
+$1.6M
449,442
+43%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$1.5M
137,320
+26%
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$1.5M
6,765
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$1.4M
115,930
+17%
增持
HON
HONEYWELL INTL INC COM
+$1.4M
8,405
+317%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.3M
6,265
-76%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.3M
193,215
-15%
减持
TXN
TEXAS INSTRS INC COM
-$1.3M
3,078
-73%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$1.3M
55,713
+22%
增持
VOO
VANGUARD S&P 500 ETF
+$1.3M
6,529
+61%
清仓
FIX
COMFORT SYS USA INC COM
-$1.2M
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.2M
30,624
+7%
增持
—
SEABRIDGE GOLD INC COM
+$1.2M
200,485
+69%
建仓
NEM
NEWMONT CORP COM
+$1.2M
28,185
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
14,388
+67%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$1.1M
17,824
+211%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$1.0M
35,827
+118%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.0M
25,341
+31%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.0M
54,098
-29%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$986.7K
5,710
+103%
建仓
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
+$986.4K
30,333
增持
IVV
ISHARES CORE S&P 500 ETF
+$981.3K
10,979
+11%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$974.3K
44,553
+34%
减持
AVGO
BROADCOM INC COM
+$959.4K
5,268
-11%
清仓
—
HOLLY ENERGY PARTNERS L P COM UT LTD PTN
-$944.3K
0
-100%
增持
META
META PLATFORMS INC CL A
+$942.1K
14,980
+3%
减持
V
VISA INC COM CL A
+$926.9K
31,912
-1%
增持
KLAC
KLA CORP COM NEW
+$900.7K
7,265
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$898.3K
69,056
+3%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$865.3K
16,046
+3%
增持
VTV
VANGUARD VALUE ETF
+$820.7K
70,846
+0%
减持
JPM
JPMORGAN CHASE & CO COM
+$818.1K
50,128
-6%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$810.8K
37,189
+4%
增持
SCHW
SCHWAB CHARLES CORP COM
+$807.7K
28,294
+36%
增持
PANW
PALO ALTO NETWORKS INC COM
+$792.8K
5,100
+68%
清仓
—
HORIZON THERAPEUTICS PUB L SHS
-$792.4K
0
-100%
建仓
DGT
SPDR GLOBAL DOW ETF
+$789.7K
6,635
建仓
DINO
HF SINCLAIR CORP COM
+$754.4K
13,575
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$752.0K
15,451
+94%
减持
SPY
SPDR S&P 500 ETF TRUST
+$738.6K
21,878
-3%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$730.1K
10,420
+24%
增持
ARKW
ARK NEXT GENERATION INTERNET ETF
+$722.9K
12,804
+179%
清仓
NTRL
FIRST TRUST MERGER ARBITRAGE ETF
-$720.0K
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$718.3K
136,379
+3%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$707.5K
124,587
+21%
建仓
DG
DOLLAR GEN CORP NEW COM
+$698.1K
5,135
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$689.2K
44,470
+5%
增持
GLD
SPDR GOLD SHARES
+$664.0K
29,809
+2%
增持
HWKN
HAWKINS INC COM
+$642.4K
40,713
+8%
减持
CTAS
CINTAS CORP COM
+$639.7K
5,828
-2%
清仓
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$634.6K
0
-100%
建仓
MELI
MERCADOLIBRE INC COM
+$627.0K
399
减持
VO
VANGUARD MID-CAP ETF
+$625.4K
61,756
-6%
减持
—
SABA CAPITAL INCOME & OPPORTUN COM
-$618.6K
92,478
-63%
减持
TGT
TARGET CORP COM
+$593.1K
21,813
-4%
清仓
EA
ELECTRONIC ARTS INC COM
-$590.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
+$583.2K
26,877
-8%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$580.9K
10,020
-35%
减持
TIP
ISHARES TIPS BOND ETF
-$567.6K
25,281
-20%
建仓
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
+$561.2K
6,409
减持
—
BLACKROCK INC COM
+$558.0K
3,511
-1%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$549.7K
107,005
-1%
增持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
+$548.4K
32,208
+79%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$531.5K
11,403
+5%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$530.5K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$528.0K
50,489
+7%
清仓
DAR
DARLING INGREDIENTS INC COM
-$514.6K
0
-100%
增持
ADI
ANALOG DEVICES INC COM
+$513.8K
21,675
+0%
建仓
PSN
PARSONS CORP DEL COM
+$501.7K
8,000
增持
O
REALTY INCOME CORP COM
+$495.6K
19,751
+54%
减持
KO
COCA COLA CO COM
-$480.4K
22,709
-30%
增持
NUE
NUCOR CORP COM
+$470.1K
18,529
+5%
减持
XBI
SPDR S&P BIOTECH ETF
+$469.1K
30,156
-1%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$468.9K
39,367
-19%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$465.7K
108,875
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$456.9K
36,183
+252%
清仓
HGV
HILTON GRAND VACATIONS INC COM
-$452.5K
0
-100%
清仓
—
ON HLDG AG NAMEN AKT A
-$449.6K
0
-100%
减持
HD
HOME DEPOT INC COM
+$441.6K
11,811
-2%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$441.6K
8,168
-41%
减持
HAL
HALLIBURTON CO COM
-$439.0K
5,979
-63%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$433.5K
95,154
-1%
清仓
ULTA
ULTA BEAUTY INC COM
-$429.8K
0
-100%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$427.3K
199,506
+1%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$421.9K
0
-100%
清仓
ALB
ALBEMARLE CORP COM
-$417.8K
0
-100%
增持
AMPH
AMPHASTAR PHARMACEUTICALS INC COM
+$413.5K
14,524
+38%
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$406.4K
313,401
+9%
建仓
KNSL
KINSALE CAP GROUP INC COM
+$401.9K
1,200
减持
ITW
ILLINOIS TOOL WKS INC COM
+$400.3K
13,150
-1%
增持
BOND
PIMCO ACTIVE BOND ETF
+$397.8K
52,053
+4%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$392.8K
83,860
-8%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$390.0K
3,519
-58%
增持
GSLC
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
+$388.4K
35,639
+2%
减持
EOG
EOG RES INC COM
-$388.3K
7,082
-28%
减持
INTC
INTEL CORP COM
+$388.1K
26,656
-0%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET TR COM NEW
-$381.9K
312,734
-5%
增持
ENSG
ENSIGN GROUP INC COM
+$381.4K
18,235
+2%
减持
JNJ
JOHNSON & JOHNSON COM
-$379.3K
33,786
-7%
建仓
SPGI
S&P GLOBAL INC COM
+$379.3K
861
增持
MCD
MCDONALDS CORP COM
+$377.9K
10,532
+1%
减持
ABT
ABBOTT LABS COM
+$372.2K
32,608
-2%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$360.4K
28,526
+10%
建仓
MCK
MCKESSON CORP COM
+$356.5K
770
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$355.9K
9,790
-37%
增持
CVX
CHEVRON CORP NEW COM
-$352.2K
31,096
+5%
建仓
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
+$351.1K
3,540
减持
GD
GENERAL DYNAMICS CORP COM
+$349.8K
9,536
-1%
增持
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
+$346.4K
7,336
+117%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$341.9K
21,659
-3%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$341.4K
39,171
+3%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N C CL A
+$339.1K
239
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$337.6K
20,331
+47%
清仓
PLD
PROLOGIS INC. COM
-$333.7K
0
-100%
减持
PSX
PHILLIPS 66 COM
+$332.3K
39,511
-4%
减持
NSC
NORFOLK SOUTHN CORP COM
+$320.3K
8,278
-0%
建仓
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$318.0K
6,412
清仓
MET
METLIFE INC COM
-$317.1K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC COM
+$316.7K
464
+8%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$314.7K
24,599
+1%
清仓
—
TE CONNECTIVITY LTD SHS
-$313.5K
0
-100%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$313.2K
17,893
+2%
增持
CRM
SALESFORCE INC COM
+$310.1K
4,788
+2%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$309.4K
193,070
+3%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$304.1K
24,517
-18%
建仓
JPSE
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
+$303.9K
6,897
