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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 20增持 85减持 33清仓 12

方向

标的

Δ市值

现股数(环比)

减持

NVDA NVIDIA CORPORATION COM

+$9.2M

24,900 -7%

减持

AAPL APPLE INC COM

-$5.2M

186,986 -3%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$4.4M

91,096

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

LLY ELI LILLY & CO COM

+$3.6M

6,122 +206%

建仓

MSTR MICROSTRATEGY INC CL A NEW

+$2.9M

1,679

增持

VOO VANGUARD S&P 500 ETF

+$2.8M

11,835 +81%

增持

JPM JPMORGAN CHASE & CO COM

+$2.8M

56,670 +13%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$2.8M

428,352 +412%

建仓

DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY

+$2.4M

66,321

减持

DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY

-$2.3M

8,062 -89%

增持

CRWD CROWDSTRIKE HLDGS INC CL A

+$2.0M

10,908 +91%

清仓

SCHW SCHWAB CHARLES CORP COM

-$1.9M

0 -100%

减持

AMZN AMAZON COM INC COM

+$1.9M

82,735 -3%

建仓

ULTA ULTA BEAUTY INC COM

+$1.8M

3,462

减持

TSLA TESLA INC COM

-$1.7M

22,435 -2%

增持

QQQ INVESCO QQQ TRUST SERIES I

+$1.7M

42,727 +2%

减持

META META PLATFORMS INC CL A

+$1.7M

14,444 -4%

减持

MSFT MICROSOFT CORP COM

+$1.7M

78,165 -6%

减持

PEP PEPSICO INC COM

-$1.7M

23,742 -31%

清仓

BDX BECTON DICKINSON & CO COM

-$1.7M

0 -100%

清仓

CHDN CHURCHILL DOWNS INC COM

-$1.6M

0 -100%

增持

AVGO BROADCOM INC COM

+$1.5M

5,598 +6%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$1.5M

112,152 +33%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$1.5M

68,083 +35%

减持

IWV ISHARES RUSSELL 3000 ETF

+$1.5M

70,460 -2%

增持

MA MASTERCARD INCORPORATED CL A

+$1.5M

6,772 +61%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$1.5M

119,867 +10%

减持

ORCL ORACLE CORP COM

-$1.4M

27,186 -41%

减持

ADI ANALOG DEVICES INC COM

-$1.4M

14,679 -32%

增持

EMR EMERSON ELEC CO COM

+$1.4M

26,996 +56%

建仓

LMAT LEMAITRE VASCULAR INC COM

+$1.4M

20,480

增持

SPY SPDR S&P 500 ETF TRUST

+$1.4M

22,472 +3%

增持

XLK TECHNOLOGY SELECT SECTOR SPDR FUND

+$1.3M

70,685 +1%

建仓

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

+$1.3M

17,625

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$1.3M

198,235 +3%

增持

PSX PHILLIPS 66 COM

+$1.3M

39,918 +1%

建仓

EPI WISDOMTREE INDIA EARNINGS FUND

+$1.2M

28,072

增持

COWZ PACER US CASH COWS 100 ETF

+$1.2M

93,505 +15%

建仓

— GIGACLOUD TECHNOLOGY INC CLASS A ORD

+$1.2M

44,965

减持

HON HONEYWELL INTL INC COM

-$1.2M

2,781 -67%

减持

— EXXON MOBIL CORP COM

+$1.2M

109,926 -5%

减持

— SUPER MICRO COMPUTER INC COM

+$1.2M

1,925 -29%

增持

QCOM QUALCOMM INC COM

+$1.2M

15,360 +55%

增持

COST COSTCO WHSL CORP NEW COM

+$1.2M

14,902 +1%

减持

ORI OLD REP INTL CORP COM

-$1.1M

7,917 -83%

增持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

+$1.1M

49,762 +27%

增持

SBUX STARBUCKS CORP COM

+$1.1M

37,234 +57%

减持

BXMT BLACKSTONE MTG TR INC COM CL A

-$1.1M

278,841 -11%

增持

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF

+$1.1M

56,124 +26%

减持

— MEDTRONIC PLC SHS

-$1.1M

7,784 -64%

增持

MRK MERCK & CO INC COM

+$1.1M

44,328 +1%

增持

VTV VANGUARD VALUE ETF

+$1.0M

71,431 +1%

减持

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

-$1.0M

43,309 -43%

减持

CCJ CAMECO CORP COM

-$1.0M

35,350 -40%

减持

— PIONEER NAT RES CO COM

-$1.0M

2,555 -66%

增持

— SEABRIDGE GOLD INC COM

+$971.0K

225,059 +12%

增持

SPGI S&P GLOBAL INC COM

+$952.8K

3,131 +264%

增持

ABT ABBOTT LABS COM

+$944.8K

39,890 +22%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$937.8K

31,560 +3%

减持

NVO NOVO-NORDISK A S ADR

-$937.1K

15,232 -46%

增持

DG DOLLAR GEN CORP NEW COM

+$920.7K

10,373 +102%

增持

ZTS ZOETIS INC CL A

+$914.9K

8,837 +201%

增持

AM ANTERO MIDSTREAM CORP COM

+$914.4K

77,775 +444%

增持

FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT

+$902.1K

500,795 +11%

建仓

SII SPROTT INC COM NEW

+$887.0K

24,000

增持

V VISA INC COM CL A

+$881.0K

32,927 +3%

增持

EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF

+$873.2K

55,494 +83%

建仓

EBAY EBAY INC. COM

+$864.6K

16,381

建仓

UBER UBER TECHNOLOGIES INC COM

+$857.5K

11,138

增持

CEE CENTRAL & EASTERN EUROPE FD IN COM

+$851.4K

207,736 +80%

增持

MGMT BALLAST SMALL/MID CAP ETF

+$834.8K

32,950 +194%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND

+$830.6K

111,196 +9%

增持

PLTR PALANTIR TECHNOLOGIES INC CL A

+$828.2K

62,992 +74%

减持

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF

+$823.9K

148,704 -3%

增持

OKE ONEOK INC NEW COM

+$822.1K

49,046 +11%

清仓

ES EVERSOURCE ENERGY COM

-$817.8K

0 -100%

增持

GOOGL ALPHABET INC CAP STK CL A

+$803.8K

69,239 +0%

增持

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

+$790.4K

49,189 +37%

清仓

PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY

-$788.7K

0 -100%

建仓

UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY

+$784.3K

21,726

增持

IVV ISHARES CORE S&P 500 ETF

+$780.6K

11,459 +4%

增持

CTAS CINTAS CORP COM

+$765.8K

6,227 +7%

增持

IBM INTERNATIONAL BUSINESS MACHS COM

+$758.5K

16,294 +13%

减持

MO ALTRIA GROUP INC COM

-$746.8K

13,264 -60%

增持

IVE ISHARES S&P 500 VALUE ETF

+$718.6K

18,996 +17%

减持

VUG VANGUARD GROWTH ETF

+$710.8K

31,534 -3%

增持

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

+$702.5K

146,157 +17%

增持

RWL INVESCO S&P 500 REVENUE ETF

+$702.2K

23,721 +33%

增持

HUBB HUBBELL INC COM

+$693.1K

5,363 +15%

减持

KLAC KLA CORP COM NEW

+$685.1K

7,026 -3%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$684.3K

46,521 +5%

增持

CRM SALESFORCE INC COM

+$682.4K

6,449 +35%

增持

COR CENCORA INC COM

+$680.8K

13,799 +6%

增持

— TRANE TECHNOLOGIES PLC SHS

+$669.5K

8,210 +12%

增持

STLD STEEL DYNAMICS INC COM

+$644.0K

16,941 +7%

建仓

SQ BLOCK INC CL A

+$636.8K

7,529

清仓

MELI MERCADOLIBRE INC COM

-$627.0K

0 -100%

建仓

UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY

+$618.0K

20,069

增持

PANW PALO ALTO NETWORKS INC COM

+$615.2K

7,458 +46%

清仓

PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL

-$601.7K

0 -100%

增持

CALF PACER US SMALL CAP CASH COWS 100 ETF

+$585.1K

125,167 +8%

增持

ET ENERGY TRANSFER L P COM UT LTD PTN

+$584.1K

302,207 +0%

减持

EPD ENTERPRISE PRODS PARTNERS L P COM

+$582.5K

213,997 -0%

增持

LOW LOWES COS INC COM

+$575.8K

16,724 +1%

清仓

LNG CHENIERE ENERGY INC COM NEW

-$574.6K

0 -100%

增持

WMT WALMART INC COM

+$563.3K

70,034 +202%

减持

VB VANGUARD SMALL-CAP ETF

-$554.7K

8,838 -27%

建仓

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

+$546.6K

13,975

增持

CASY CASEYS GEN STORES INC COM

+$535.2K

7,562 +11%

增持

AMP AMERIPRISE FINL INC COM

+$534.4K

5,287 +13%

清仓

DWX SPDR S&P INTERNATIONAL DIVIDEND ETF

-$533.3K

0 -100%

增持

USTB VICTORYSHARES SHORT-TERM BOND ETF

+$531.4K

17,045 +166%

建仓

SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF

+$528.9K

12,289

清仓

WDIV SPDR S&P GLOBAL DIVIDEND ETF

-$520.0K

0 -100%

增持

CAT CATERPILLAR INC COM

+$516.3K

5,639 +8%

增持

EXP EAGLE MATLS INC COM

+$515.0K

4,713 +25%

增持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$509.8K

16,955 +12%

增持

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES

+$495.7K

58,422 +5%

增持

ADP AUTOMATIC DATA PROCESSING INC COM

+$491.6K

22,173 +2%

增持

DIS DISNEY WALT CO COM

+$483.5K

14,646 +1%

清仓

ISRG INTUITIVE SURGICAL INC COM NEW

-$483.4K

0 -100%

增持

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

+$472.0K

31,793 +21%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$471.8K

185,011 -7%

增持

SCHE SCHWAB EMERGING MARKETS EQUITY ETF

+$469.5K

208,148 +8%

减持

LHX L3HARRIS TECHNOLOGIES INC COM

-$467.1K

8,107 -22%

增持

EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF

+$463.2K

71,675 +18%

减持

PM PHILIP MORRIS INTL INC COM

-$461.9K

2,813 -63%

增持

UNM UNUM GROUP COM

+$461.7K

38,428 +9%

增持

HD HOME DEPOT INC COM

+$457.5K

11,863 +0%

建仓

ECOW PACER EMERGING MARKETS CASH COWS 100 ETF

+$454.4K

22,622

建仓

GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER

+$450.8K

14,285

增持

GLD SPDR GOLD SHARES

+$445.7K

29,867 +0%

建仓

JQUA JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND

+$445.0K

8,417

建仓

OZK BANK OZK LITTLE ROCK ARK COM

+$444.5K

9,778

增持

ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF

+$441.8K

48,023 +37%

增持

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

+$441.3K

51,340 +10%

增持

CVX CHEVRON CORP NEW COM

+$438.1K

32,182 +3%

建仓

SMIN ISHARES MSCI INDIA SMALL CAP ETF

+$435.7K

6,200

减持

VV VANGUARD LARGE-CAP ETF

-$429.3K

6,571 -28%

增持

PG PROCTER AND GAMBLE CO COM

+$428.1K

26,546 +0%

增持

INGR INGREDION INC COM

+$425.8K

19,070 +15%

增持

GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF

+$423.2K

36,290 +2%

增持

— ENCORE WIRE CORP COM

+$422.2K

5,939 +11%

减持

NUE NUCOR CORP COM

+$408.1K

18,357 -1%

增持

BLDR BUILDERS FIRSTSOURCE INC COM

+$405.9K

5,341 +26%

增持

JCPB JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND

+$403.0K

29,163 +43%

增持

KNSL KINSALE CAP GROUP INC COM

+$397.8K

1,524 +27%

增持

PTRB PGIM TOTAL RETURN BOND ETF

+$395.7K

18,648 +106%

清仓

PKW INVESCO BUYBACK ACHIEVERS ETF

-$395.5K

0 -100%

增持

NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW

-$393.8K

317,032 +1%