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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 26
增持 50
减持 52
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$10.1M
263,030
+443%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$7.7M
69,204
-19%
建仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$7.6M
228,749
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
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$7.4M
355,039
+75%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$7.0M
223,143
+850%
建仓
FFLC
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
+$6.1M
133,690
减持
MSFT
MICROSOFT CORP COM
-$5.9M
73,454
-14%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$5.8M
20,076
-51%
减持
VTV
VANGUARD VALUE ETF
-$5.6M
52,192
-37%
增持
TSLA
TESLA INC COM
+$5.6M
22,869
+62%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$5.5M
33,820
+31%
建仓
GEO
GEO GROUP INC NEW COM
+$4.8M
170,489
建仓
SOFI
SOFI TECHNOLOGIES INC COM
+$4.6M
296,172
减持
LLY
ELI LILLY & CO COM
-$3.6M
2,474
-60%
减持
SPY
SPDR S&P 500 ETF TRUST
-$3.5M
15,559
-29%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$3.4M
2,507
-92%
减持
ABBV
ABBVIE INC COM
-$3.0M
14,003
-50%
建仓
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
+$2.9M
77,801
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$2.9M
163,879
+103%
清仓
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
-$2.8M
0
-100%
建仓
RGTI
RIGETTI COMPUTING INC COMMON STOCK
+$2.7M
174,959
减持
IVE
ISHARES S&P 500 VALUE ETF
-$2.6M
13,472
-49%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.6M
116,124
+104%
减持
MRK
MERCK & CO INC COM
-$2.6M
28,182
-41%
减持
MA
MASTERCARD INCORPORATED CL A
-$2.6M
408
-93%
清仓
GOLD
A-MARK PRECIOUS METALS INC COM
-$2.4M
0
-100%
建仓
PNW
PINNACLE WEST CAP CORP COM
+$2.3M
27,134
建仓
YEAR
AB ULTRA SHORT INCOME ETF
+$2.2M
44,352
建仓
APP
APPLOVIN CORP COM CL A
+$2.2M
6,800
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$2.2M
19,888
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.2M
63,661
+3%
清仓
DJUN
FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE
-$2.2M
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$2.1M
12,962
-89%
建仓
RMD
RESMED INC COM
+$2.0M
8,728
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$2.0M
78,006
+445%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$2.0M
5,676
-80%
减持
NVDA
NVIDIA CORPORATION COM
+$1.9M
226,077
-3%
清仓
—
ARISTA NETWORKS INC COM
-$1.9M
0
-100%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.8M
60,356
+81%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$1.8M
97,698
+107%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
+$1.7M
68,017
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$1.6M
41,228
+107%
清仓
WLK
WESTLAKE CORPORATION COM
-$1.6M
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.6M
11,386
-49%
增持
CCJ
CAMECO CORP COM
+$1.6M
91,686
+39%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.5M
11,095
-20%
减持
NVO
NOVO-NORDISK A S ADR
-$1.5M
6,250
-64%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$1.5M
18,378
-36%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$1.5M
56,643
-23%
清仓
PDD
PDD HOLDINGS INC SPONSORED ADS
-$1.5M
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC COM
-$1.4M
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.4M
100,379
-9%
减持
HWKN
HAWKINS INC COM
-$1.4M
29,691
-24%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$1.3M
0
-100%
增持
GJUN
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
+$1.3M
49,922
+281%
减持
V
VISA INC COM CL A
-$1.3M
26,526
-24%
减持
COST
COSTCO WHSL CORP NEW COM
-$1.3M
12,999
-13%
减持
O
REALTY INCOME CORP COM
-$1.3M
10,615
-63%
增持
PFE
PFIZER INC COM
+$1.3M
141,049
+64%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$1.2M
100,775
+15%
增持
—
SEABRIDGE GOLD INC COM
-$1.2M
262,737
+5%
减持
AAPL
APPLE INC COM
-$1.2M
176,963
-9%
减持
PSX
PHILLIPS 66 COM
-$1.2M
40,727
-8%
清仓
JD
JD.COM INC SPON ADS CL A
-$1.2M
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.1M
46,372
+0%
清仓
REGN
REGENERON PHARMACEUTICALS COM
-$1.1M
0
-100%
建仓
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$1.1M
17,094
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$1.1M
22,869
+112%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$1.1M
338,989
-8%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$1.1M
108,966
+35%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.1M
12,237
-2%
增持
AMGN
AMGEN INC COM
-$1.1M
18,521
+1%
减持
NSC
NORFOLK SOUTHN CORP COM
-$1.1M
1,086
-79%
增持
—
EXXON MOBIL CORP COM
-$1.0M
119,426
+1%
减持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
-$1.0M
126,992
-11%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$974.7K
14,738
-24%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$952.2K
21,885
+16%
减持
VO
VANGUARD MID-CAP ETF
-$948.0K
56,399
-6%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$944.2K
57,223
+51%
减持
JNJ
JOHNSON & JOHNSON COM
-$916.8K
36,559
-5%
建仓
TWLO
TWILIO INC CL A
+$898.8K
8,316
增持
KLAC
KLA CORP COM NEW
-$879.2K
6,758
+2%
清仓
UJAN
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
-$858.6K
0
-100%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$854.6K
76,000
+2%
减持
AVGO
BROADCOM INC COM
+$845.5K
55,142
-20%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$836.9K
111,834
+57%
增持
FTGS
FIRST TRUST GROWTH STRENGTH ETF
+$826.8K
55,079
+90%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$826.3K
303,652
-5%
建仓
TDVG
T. ROWE PRICE DIVIDEND GROWTH ETF
+$810.1K
20,463
清仓
MEDP
MEDPACE HLDGS INC COM
-$793.1K
0
-100%
增持
OBIL
US TREASURY 12 MONTH BILL ETF
+$785.9K
86,109
+23%
减持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$784.1K
54,384
-13%
建仓
SFLO
VICTORYSHARES SMALL CAP FREE CASH FLOW ETF
+$783.1K
29,374
建仓
SOUN
SOUNDHOUND AI INC CLASS A COM
+$765.5K
38,585
增持
BA
BOEING CO COM
+$737.1K
7,639
+89%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET TR COM NEW
-$733.3K
228,635
-33%
建仓
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
+$707.1K
17,872
增持
JOE
ST JOE CO COM
+$702.4K
22,900
+309%
减持
HD
HOME DEPOT INC COM
-$702.0K
9,373
-13%
增持
SQ
BLOCK INC CL A
+$702.0K
14,376
+86%
增持
—
TE CONNECTIVITY PLC ORD SHS
+$697.3K
13,702
+64%
清仓
SHW
SHERWIN WILLIAMS CO COM
-$693.9K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$693.2K
2,703
-21%
增持
NEE
NEXTERA ENERGY INC COM
-$685.9K
61,862
+2%
增持
CLS
CELESTICA INC COM
+$677.7K
15,902
+3%
减持
GDX
VANECK GOLD MINERS ETF
-$677.0K
56,375
-13%
减持
VUG
VANGUARD GROWTH ETF
-$670.0K
28,961
-11%
增持
EMR
EMERSON ELEC CO COM
+$664.0K
34,951
+4%
建仓
GNOV
FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER
+$646.3K
18,476
减持
IYR
ISHARES U.S. REAL ESTATE ETF
-$645.0K
10,344
-34%
减持
AZO
AUTOZONE INC COM
-$642.0K
315
-40%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$639.1K
38,606
-19%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$621.7K
22,600
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$620.1K
141,261
+1%
建仓
VFLO
VICTORYSHARES FREE CASH FLOW ETF
+$612.9K
17,980
清仓
DINO
HF SINCLAIR CORP COM
-$610.9K
0
-100%
增持
UNM
UNUM GROUP COM
+$604.4K
39,231
+3%
清仓
FTRI
FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF
-$603.8K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$591.6K
0
-100%
增持
OKE
ONEOK INC NEW COM
+$589.3K
55,389
+2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$588.6K
10
+11%
减持
—
VALARIS LTD CL A
-$580.0K
17,282
-28%
建仓
CSL
CARLISLE COS INC COM
+$567.5K
1,538
减持
FINS
ANGEL OAK FINL STRATEGIES INCM COM BEN INT
-$557.2K
519,062
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$553.0K
229,402
+1%
增持
CSCO
CISCO SYS INC COM
+$550.5K
79,843
+2%
减持
DGT
SPDR GLOBAL DOW ETF
-$536.4K
12,872
-21%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$535.9K
40,529
-3%
清仓
UFEB
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY
-$527.4K
0
-100%
清仓
—
GIGACLOUD TECHNOLOGY INC CLASS A ORD
-$521.1K
0
-100%
建仓
SAP
SAP SE SPON ADR
+$517.5K
2,102
建仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$514.8K
8,876
清仓
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$512.6K
0
-100%
减持
KMI
KINDER MORGAN INC DEL COM
+$510.4K
102,255
-1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$507.5K
119,196
+2%
减持
VLO
VALERO ENERGY CORP COM
-$506.6K
6,989
-31%
建仓
QTUM
DEFIANCE QUANTUM ETF
+$498.3K
6,141
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$495.3K
24,288
+2%
减持
LNT
ALLIANT ENERGY CORP COM
-$494.3K
14,228
-35%
清仓
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$487.0K
0
-100%
减持
WMT
WALMART INC COM
+$482.2K
71,329
-3%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$469.1K
20,201
+87%
增持
CTAS
CINTAS CORP COM
-$454.1K
25,294
+3%
增持
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
+$453.5K
29,147
+37%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$449.7K
190,606
+3%
清仓
MCHI
ISHARES MSCI CHINA ETF
-$448.3K
0
-100%
增持
AMP
AMERIPRISE FINL INC COM
+$444.5K
5,606
+4%
增持
CRM
SALESFORCE INC COM
+$441.8K
6,810
+2%
清仓
BLDR
BUILDERS FIRSTSOURCE INC COM
-$441.4K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$437.5K
978
