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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 72
减持 38
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$7.7M
188,836
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$6.7M
236,611
+850%
减持
VOO
VANGUARD S&P 500 ETF
-$3.4M
4,574
-61%
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
—
ACCENTURE PLC IRELAND SHS CLASS A
-$2.9M
9,417
-44%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.8M
45,484
+6%
增持
NFLX
NETFLIX INC COM
+$2.6M
5,552
+195%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.5M
71,115
+3%
增持
META
META PLATFORMS INC CL A
+$2.4M
18,763
+30%
增持
MSFT
MICROSOFT CORP COM
+$2.3M
78,699
+1%
减持
NUE
NUCOR CORP COM
-$2.2M
8,772
-52%
增持
AVGO
BROADCOM INC COM
+$2.1M
5,953
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.0M
89,212
-2%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.9M
73,475
+4%
减持
CVS
CVS HEALTH CORP COM
-$1.7M
7,828
-71%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$1.7M
67,933
+301%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.6M
14,748
-1%
增持
ABBV
ABBVIE INC COM
+$1.4M
23,392
+62%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$1.3M
21,762
-57%
建仓
GOLD
A-MARK PRECIOUS METALS INC COM
+$1.2M
38,085
清仓
EPI
WISDOMTREE INDIA EARNINGS FUND
-$1.2M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE INC COM
-$1.2M
0
-100%
建仓
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.2M
19,241
增持
VUG
VANGUARD GROWTH ETF
+$1.2M
32,155
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.2M
11,232
-82%
减持
APD
AIR PRODS & CHEMS INC COM
-$1.2M
1,228
-80%
减持
DG
DOLLAR GEN CORP NEW COM
-$1.1M
3,652
-65%
增持
AMZN
AMAZON COM INC COM
+$1.1M
83,096
+0%
清仓
BLDR
BUILDERS FIRSTSOURCE INC COM
-$1.1M
0
-100%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$1.1M
7,198
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.1M
113,822
-5%
建仓
—
TE CONNECTIVITY LTD SHS
+$1.1M
7,267
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.1M
12,948
+13%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.0M
142,887
-4%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.0M
426,800
-0%
建仓
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$1.0M
24,285
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.0M
34,494
+9%
减持
FTHI
FIRST TRUST BUYWRITE INCOME ETF
-$1.0M
16,938
-73%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$981.3K
71,719
+46%
增持
PFE
PFIZER INC COM
+$980.6K
80,627
+75%
增持
NVO
NOVO-NORDISK A S ADR
+$969.4K
20,493
+35%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$951.1K
6,644
-39%
建仓
PYPL
PAYPAL HLDGS INC COM
+$940.0K
16,199
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$894.1K
7,635
-66%
增持
SLV
ISHARES SILVER TRUST
+$890.3K
166,072
+7%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$859.3K
24,218
+27%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$857.5K
0
-100%
减持
STLD
STEEL DYNAMICS INC COM
-$845.9K
12,860
-24%
清仓
FAST
FASTENAL CO COM
-$843.5K
0
-100%
建仓
FLXS
FLEXSTEEL INDS INC COM
+$843.0K
27,141
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$839.8K
70,946
+26%
减持
HD
HOME DEPOT INC COM
-$836.1K
10,791
-9%
减持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$830.6K
9,872
-71%
增持
NEE
NEXTERA ENERGY INC COM
+$820.4K
53,351
+15%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$818.6K
216,079
+9%
增持
LLY
ELI LILLY & CO COM
+$807.7K
6,153
+1%
减持
TSLA
TESLA INC COM
-$801.7K
15,879
-29%
增持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$751.1K
61,417
+32%
建仓
CLS
CELESTICA INC COM
+$735.5K
12,830
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$720.8K
360,074
+29%
清仓
FTNT
FORTINET INC COM
-$717.7K
0
-100%
减持
KLAC
KLA CORP COM NEW
+$710.2K
6,814
-3%
减持
JNJ
JOHNSON & JOHNSON COM
-$704.3K
32,249
-6%
增持
—
ARISTA NETWORKS INC COM
+$683.0K
4,123
+57%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$677.3K
70,693
+0%
清仓
—
PIONEER NAT RES CO COM
-$670.7K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$658.2K
11,420
-22%
清仓
AMPH
AMPHASTAR PHARMACEUTICALS INC COM
-$655.3K
0
-100%
建仓
SNPS
SYNOPSYS INC COM
+$639.7K
1,075
清仓
ON
ON SEMICONDUCTOR CORP COM
-$634.4K
0
-100%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$634.1K
2,538
+51%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$622.0K
18,907
+64%
增持
QCOM
QUALCOMM INC COM
+$616.4K
16,151
+5%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$613.8K
9,681
+185%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$613.6K
12,367
-6%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$604.4K
13,452
增持
ADI
ANALOG DEVICES INC COM
+$602.5K
15,359
+5%
增持
PSX
PHILLIPS 66 COM
-$598.0K
41,951
+5%
增持
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
+$591.1K
35,941
+80%
清仓
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-$583.9K
0
-100%
增持
COWZ
PACER US CASH COWS 100 ETF
+$582.3K
110,402
+18%
增持
WMT
WALMART INC COM
+$577.3K
70,762
+1%
建仓
DXCM
DEXCOM INC COM
+$575.1K
5,072
增持
UTHR
UNITED THERAPEUTICS CORP DEL COM
+$551.2K
2,768
+92%
增持
JPM
JPMORGAN CHASE & CO. COM
+$544.7K
58,814
+4%
清仓
TDTF
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
-$540.0K
0
-100%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$538.2K
9,360
+68%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$534.7K
27,792
+63%
减持
HWKN
HAWKINS INC COM
+$533.9K
39,664
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$525.1K
7,316
+100%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$521.9K
158,369
+10%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$510.0K
18,036
+114%
增持
NEM
NEWMONT CORP COM
+$506.9K
36,389
+28%
增持
AMGN
AMGEN INC COM
+$500.6K
13,903
+3%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$489.3K
80,708
-1%
增持
KMI
KINDER MORGAN INC DEL COM
+$483.7K
101,268
+22%
增持
FTGS
FIRST TRUST GROWTH STRENGTH ETF
+$481.0K
22,614
+232%
增持
GLD
SPDR GOLD SHARES
+$477.0K
30,795
+3%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$475.1K
33,319
+34%
减持
PEP
PEPSICO INC COM
-$471.9K
22,331
-6%
增持
ULTA
ULTA BEAUTY INC COM
-$461.6K
3,495
+1%
建仓
CTRA
COTERRA ENERGY INC COM
+$454.8K
17,053
建仓
GJUN
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
+$446.9K
13,101
清仓
OZK
BANK OZK LITTLE ROCK ARK COM
-$444.5K
0
-100%
清仓
MAA
MID-AMER APT CMNTYS INC COM
-$444.1K
0
-100%
减持
CASY
CASEYS GEN STORES INC COM
+$443.3K
7,473
-1%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$441.6K
21,579
+26%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$436.5K
28,718
+21%
增持
VO
VANGUARD MID-CAP ETF
-$431.5K
59,017
+0%
建仓
APH
AMPHENOL CORP NEW CL A
+$426.2K
6,326
增持
TGT
TARGET CORP COM
-$424.7K
17,911
+3%
建仓
TDG
TRANSDIGM GROUP INC COM
+$420.3K
329
增持
PANW
PALO ALTO NETWORKS INC COM
+$418.8K
7,486
+0%
增持
V
VISA INC COM CL A
-$416.2K
33,425
+2%
清仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
-$411.1K
0
-100%
减持
INTC
INTEL CORP COM
-$405.1K
25,536
-6%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$403.4K
21,613
-26%
减持
ORCL
ORACLE CORP COM
+$393.5K
26,970
-1%
清仓
BLMN
BLOOMIN BRANDS INC COM
-$392.5K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$390.4K
115,401
+3%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$388.8K
29,045
+18%
增持
SBUX
STARBUCKS CORP COM
-$386.6K
38,745
+4%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$384.8K
82,807
+13%
减持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-$384.2K
33,807
-22%
建仓
MGNR
AMERICAN BEACON GLG NATURAL RESOURCES ETF
+$380.0K
12,800
减持
SPY
SPDR S&P 500 ETF TRUST
+$369.1K
22,277
-1%
减持
DT
DYNATRACE INC COM NEW
-$369.0K
8,710
-47%
减持
COR
CENCORA INC COM
-$368.7K
13,246
-4%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$367.9K
5,956
-27%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$365.8K
168,677
+15%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$362.8K
3,073
增持
ABT
ABBOTT LABS COM
-$361.2K
40,157
+1%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET TR COM NEW
-$358.1K
313,627
-1%
增持
LOW
LOWES COS INC COM
-$357.8K
17,701
+6%
增持
BKNG
BOOKING HOLDINGS INC COM
+$355.2K
597
+8%
建仓
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$350.2K
11,895
建仓
PDD
PDD HOLDINGS INC SPONSORED ADS
+$350.2K
2,634
增持
DE
DEERE & CO COM
-$347.3K
10,284
+1%
建仓
RMBS
RAMBUS INC DEL COM
+$345.6K
5,882
增持
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
+$344.5K
62,438
+13%
清仓
PFFD
GLOBAL X U.S. PREFERRED ETF
-$342.6K
0
-100%
增持
PWR
QUANTA SVCS INC COM
+$335.5K
5,535
+34%
增持
CEE
CENTRAL & EASTERN EUROPE FD IN COM
+$334.7K
216,916
+4%
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$330.2K
4,394
增持
AZO
AUTOZONE INC COM
+$322.5K
482
+37%
建仓
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$321.5K
9,277
增持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$321.5K
130,045
+4%
清仓
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$318.4K
0
-100%
增持
—
MEDTRONIC PLC SHS
+$315.2K
12,624
+62%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$314.3K
8,589
-1%
建仓
OWL
BLUE OWL CAPITAL INC COM CL A
+$313.3K
17,648
