小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 91
减持 20
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$5.7M
195,351
+3%
建仓
BLK
BLACKROCK INC COM
+$3.8M
3,949
清仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$3.7M
0
-100%
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。
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$3.6M
33,044
建仓
OBIL
US TREASURY 12 MONTH BILL ETF
+$3.5M
70,124
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$3.1M
59,974
+70%
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$3.0M
0
-100%
清仓
—
BLACKROCK INC COM
-$2.8M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.8M
84,948
-5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$2.8M
151,857
+38%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.8M
19,564
+126%
减持
NFLX
NETFLIX INC COM
-$2.6M
1,647
-70%
增持
VTV
VANGUARD VALUE ETF
+$2.5M
82,526
+11%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
-$2.5M
12,615
-79%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.4M
41,176
+19%
建仓
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$2.4M
118,012
增持
AVGO
BROADCOM INC COM
+$2.4M
69,210
+1063%
清仓
DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
-$2.2M
0
-100%
建仓
DJUN
FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE
+$2.2M
50,681
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.9M
430,482
+1%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$1.8M
28,716
+64%
增持
CCJ
CAMECO CORP COM
+$1.8M
66,043
+134%
增持
MSFT
MICROSOFT CORP COM
+$1.7M
85,778
+9%
清仓
—
ENCORE WIRE CORP COM
-$1.7M
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.7M
138,377
+19%
清仓
—
SUPER MICRO COMPUTER INC COM
-$1.6M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$1.6M
3,355
-50%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$1.6M
87,416
+23%
增持
VO
VANGUARD MID-CAP ETF
+$1.6M
60,056
+2%
增持
BKNG
BOOKING HOLDINGS INC COM
+$1.6M
931
+56%
增持
AMGN
AMGEN INC COM
+$1.5M
18,280
+31%
建仓
UJUL
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY
+$1.5M
45,353
增持
ABBV
ABBVIE INC COM
+$1.5M
27,958
+20%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.5M
38,282
+19%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.5M
12,441
+9%
建仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$1.5M
5,126
增持
GLD
SPDR GOLD SHARES
+$1.5M
33,227
+8%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.5M
71,228
+1%
建仓
LULU
LULULEMON ATHLETICA INC COM
+$1.4M
5,280
增持
PG
PROCTER AND GAMBLE CO COM
+$1.4M
33,986
+24%
减持
HWKN
HAWKINS INC COM
+$1.4M
39,168
-1%
清仓
ULTA
ULTA BEAUTY INC COM
-$1.3M
0
-100%
建仓
—
VALARIS LTD CL A
+$1.3M
24,117
增持
NEE
NEXTERA ENERGY INC COM
+$1.3M
60,580
+14%
增持
LOW
LOWES COS INC COM
+$1.3M
19,329
+9%
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$1.3M
8,356
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.3M
19,614
+10%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.2M
141,842
-1%
建仓
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$1.2M
29,975
增持
GOLD
A-MARK PRECIOUS METALS INC COM
+$1.2M
55,020
+44%
建仓
JD
JD.COM INC SPON ADS CL A
+$1.2M
29,346
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$1.2M
23,903
+5%
增持
WMT
WALMART INC COM
+$1.2M
73,837
+4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.2M
61,962
+5%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$1.1M
83,336
+3%
增持
—
EXXON MOBIL CORP COM
+$1.1M
118,475
+7%
增持
PDD
PDD HOLDINGS INC SPONSORED ADS
+$1.1M
10,983
+317%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.1M
56,949
+61%
清仓
—
TE CONNECTIVITY LTD SHS
-$1.1M
0
-100%
减持
META
META PLATFORMS INC CL A
+$1.1M
18,412
-2%
增持
—
SEABRIDGE GOLD INC COM
+$1.1M
250,362
+9%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$1.0M
48,433
+99%
增持
AFL
AFLAC INC COM
+$1.0M
35,830
+8%
清仓
EBAY
EBAY INC. COM
-$1.0M
0
-100%
增持
CSCO
CISCO SYS INC COM
+$1.0M
78,471
+18%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$987.8K
33,372
+73%
增持
OKE
ONEOK INC NEW COM
+$967.2K
54,557
+11%
增持
IVV
ISHARES CORE S&P 500 ETF
+$960.8K
13,950
+8%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$951.3K
184,827
+2%
清仓
PYPL
PAYPAL HLDGS INC COM
-$940.0K
0
-100%
清仓
BNOV
INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
-$928.9K
0
-100%
增持
PWR
QUANTA SVCS INC COM
+$895.0K
7,719
+39%
增持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$891.4K
33,064
+235%
增持
V
VISA INC COM CL A
+$880.2K
35,109
+5%
减持
NVO
NOVO-NORDISK A S ADR
-$872.6K
17,238
-16%
减持
—
GIGACLOUD TECHNOLOGY INC CLASS A ORD
-$847.5K
22,678
-50%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$844.3K
38,954
+4%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$841.0K
25,724
+914%
减持
DE
DEERE & CO COM
-$824.1K
7,233
-30%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$805.4K
26,441
+9%
建仓
SCCO
SOUTHERN COPPER CORP COM
+$805.2K
6,961
增持
O
REALTY INCOME CORP COM
+$804.0K
28,922
+48%
增持
DGT
SPDR GLOBAL DOW ETF
+$801.3K
16,219
+45%
建仓
JUNM
FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE
+$801.0K
25,492
减持
NVDA
NVIDIA CORPORATION COM
-$798.9K
234,124
-1%
增持
ZTS
ZOETIS INC CL A
+$782.5K
12,143
+32%
增持
FINS
ANGEL OAK FINL STRATEGIES INCM COM BEN INT
+$780.8K
540,794
+5%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$778.9K
110,457
-3%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$770.1K
142,325
+6%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$765.8K
46,218
+2%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$761.6K
80,485
+12%
增持
CTAS
CINTAS CORP COM
+$759.0K
24,652
+300%
增持
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
+$754.8K
36,853
+108%
增持
MCD
MCDONALDS CORP COM
+$747.9K
11,593
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$747.6K
73,597
+3%
减持
SBUX
STARBUCKS CORP COM
+$746.5K
38,597
-0%
建仓
RVT
ROYCE SMALL CAP TRUST INC COM
+$739.0K
47,070
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$738.3K
104,176
-0%
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$719.5K
367,806
+2%
增持
GDX
VANECK GOLD MINERS ETF
+$710.6K
65,010
+17%
增持
APD
AIR PRODS & CHEMS INC COM
+$705.8K
3,435
+180%
增持
—
CHUBB LIMITED COM
+$704.5K
11,880
+11%
增持
ABT
ABBOTT LABS COM
+$694.9K
42,695
+6%
增持
F
FORD MTR CO COM
+$685.4K
94,001
+284%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$682.6K
61,722
+9%
清仓
BSEP
INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
-$682.6K
0
-100%
建仓
—
FABRINET SHS
+$679.3K
2,873
增持
MMM
3M CO COM
+$678.5K
6,716
+186%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$678.0K
27,881
+29%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$676.1K
80,915
+19%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$669.8K
43,044
+25%
减持
STLD
STEEL DYNAMICS INC COM
-$667.7K
7,913
-38%
增持
VTHR
VANGUARD RUSSELL 3000 ETF
+$657.6K
11,567
+22%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$649.6K
139,655
+3%
建仓
GVLU
GOTHAM 1000 VALUE ETF
+$649.5K
26,180
增持
COST
COSTCO WHSL CORP NEW COM
+$642.8K
14,865
+1%
增持
EMR
EMERSON ELEC CO COM
+$637.9K
33,533
+22%
减持
HD
HOME DEPOT INC COM
+$633.5K
10,731
-1%
建仓
EMO
CLEARBRIDGE ENERGY MIDSTRM OPP COM
+$633.4K
15,010
增持
ITW
ILLINOIS TOOL WKS INC COM
+$616.5K
13,534
+9%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$599.9K
211,280
+1%
增持
LMT
LOCKHEED MARTIN CORP COM
+$596.0K
3,432
+14%
建仓
DVN
DEVON ENERGY CORP NEW COM
+$591.6K
15,122
清仓
—
STELLANTIS N.V SHS
-$591.3K
0
-100%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$581.4K
163,553
+3%
增持
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
+$580.6K
73,923
+18%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$579.6K
19,493
+8%
增持
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
+$575.4K
21,249
+40%
清仓
DXCM
DEXCOM INC COM
-$575.1K
0
-100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$567.3K
9,688
+3%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$558.1K
182,701
+8%
增持
—
LINDE PLC SHS
+$554.7K
7,780
+8%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$554.5K
117,261
+2%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$544.3K
37,953
+37%
清仓
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
-$543.5K
0
-100%
减持
TSLA
TESLA INC COM
+$543.2K
14,086
-11%
清仓
—
CLEARBRIDGE MLP AND MIDSTRM TR COM
-$541.7K
0
-100%
增持
VUG
VANGUARD GROWTH ETF
+$530.7K
32,706
+2%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
+$528.0K
94,267
-27%
减持
NSC
NORFOLK SOUTHN CORP COM
-$526.5K
5,278
-38%
建仓
FIX
COMFORT SYS USA INC COM
+$523.9K
1,342
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$512.3K
71,836
+2%
增持
—
EATON CORP PLC SHS
+$511.0K
3,419
+72%
清仓
PBR
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
-$506.3K
0
-100%
增持
GD
GENERAL DYNAMICS CORP COM
+$505.5K
11,083
+13%
增持
ADI
ANALOG DEVICES INC COM
+$488.4K
17,353
+13%
清仓
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
-$487.4K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW COM
-$482.9K
0
-100%
减持
KLAC
KLA CORP COM NEW
-$480.8K
6,634
-3%
增持
PAYX
PAYCHEX INC COM
+$478.4K
19,520
+8%
