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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 50
减持 56
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$6.4M
70,899
+2%
减持
AAPL
APPLE INC COM
-$6.1M
172,123
-3%
增持
NVDA
NVIDIA CORPORATION COM
-$5.4M
229,960
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。
+2%
减持
TSLA
TESLA INC COM
-$5.4M
14,844
-35%
清仓
GEO
GEO GROUP INC NEW COM
-$4.8M
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$4.5M
70,398
-4%
减持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
-$4.2M
25,590
-87%
减持
COWZ
PACER US CASH COWS 100 ETF
-$3.9M
83,676
-45%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$3.8M
40,774
+122%
减持
CCJ
CAMECO CORP COM
-$3.8M
23,110
-75%
减持
VB
VANGUARD SMALL-CAP ETF
-$3.7M
5,189
-74%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$3.7M
33,747
+129%
减持
AVGO
BROADCOM INC COM
-$3.6M
55,017
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.5M
17,887
+61%
减持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
-$3.4M
41,276
-62%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$3.4M
18,193
-68%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$3.3M
87,762
-48%
建仓
BAR
GRANITESHARES GOLD SHARES
+$3.2M
103,276
减持
SOFI
SOFI TECHNOLOGIES INC COM
-$3.1M
123,502
-58%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$3.1M
0
-100%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.8M
246,708
+29%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$2.7M
85,010
-15%
清仓
RGTI
RIGETTI COMPUTING INC COMMON STOCK
-$2.7M
0
-100%
增持
—
VALARIS LTD CL A
+$2.6M
86,149
+398%
建仓
RGLD
ROYAL GOLD INC COM
+$2.5M
15,508
建仓
GOLD
A-MARK PRECIOUS METALS INC COM
+$2.5M
97,745
建仓
BIDU
BAIDU INC SPON ADR REP A
+$2.4M
25,841
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$2.4M
122,782
-43%
清仓
HUBB
HUBBELL INC COM
-$2.4M
0
-100%
清仓
CEE
CENTRAL & EASTERN EUROPE FD IN COM
-$2.4M
0
-100%
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$2.3M
46,197
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.3M
45,602
-2%
增持
NFLX
NETFLIX INC COM
+$2.3M
4,018
+147%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$2.3M
28,109
-31%
增持
RTX
RTX CORPORATION COM
+$2.2M
22,772
+228%
清仓
APP
APPLOVIN CORP COM CL A
-$2.2M
0
-100%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$2.1M
45,664
-30%
清仓
PULS
PGIM ULTRA SHORT BOND ETF
-$2.1M
0
-100%
清仓
CMCSA
COMCAST CORP NEW CL A
-$2.1M
0
-100%
增持
WELL
WELLTOWER INC COM
+$2.1M
17,424
+256%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$2.0M
67,943
-4%
增持
AMZN
AMAZON COM INC COM
-$2.0M
72,724
+1%
建仓
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$2.0M
84,857
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$2.0M
11
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.9M
42,334
+93%
减持
VO
VANGUARD MID-CAP ETF
-$1.9M
50,321
-11%
增持
META
META PLATFORMS INC CL A
+$1.8M
21,407
+19%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.8M
92,403
+26%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$1.8M
76,855
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.8M
19,513
+25%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.7M
14,427
+11%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.7M
87,169
+44%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.6M
84,872
-29%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.6M
148,562
+28%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.6M
8,704
-29%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.6M
438,409
+0%
减持
RPV
INVESCO S&P 500 PURE VALUE ETF
-$1.5M
5,844
-74%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$1.5M
16,412
增持
—
EXXON MOBIL CORP COM
+$1.5M
120,666
+1%
减持
GLD
SPDR GOLD SHARES
+$1.4M
33,387
-1%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.4M
3,027
+642%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$1.4M
10,165
-49%
建仓
EWY
ISHARES MSCI SOUTH KOREA ETF
+$1.4M
25,300
增持
V
VISA INC COM CL A
+$1.4M
27,808
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$1.3M
249,386
+9%
增持
SLV
ISHARES SILVER TRUST
+$1.3M
184,645
+10%
减持
LOW
LOWES COS INC COM
-$1.3M
15,520
-22%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$1.3M
61,242
+8%
建仓
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$1.2M
34,347
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.2M
7,453
-26%
建仓
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$1.2M
11,918
增持
GE
GE AEROSPACE COM NEW
+$1.2M
7,860
+211%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$1.2M
59,204
+51%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$1.1M
13,434
-35%
清仓
CFA
VICTORYSHARES US 500 VOLATILITY WTD ETF
-$1.1M
0
-100%
减持
BLK
BLACKROCK INC COM
-$1.1M
3,246
-20%
清仓
PTRB
PGIM TOTAL RETURN BOND ETF
-$1.0M
0
-100%
建仓
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
+$1.0M
64,740
增持
VUG
VANGUARD GROWTH ETF
-$1.0M
29,321
+1%
建仓
XPND
FIRST TRUST EXPANDED TECHNOLOGY ETF
+$962.7K
34,096
清仓
IYR
ISHARES U.S. REAL ESTATE ETF
-$962.6K
0
-100%
增持
COR
CENCORA INC COM
+$949.0K
14,700
+5%
清仓
GVLU
GOTHAM 1000 VALUE ETF
-$946.2K
0
-100%
增持
LLY
ELI LILLY & CO COM
+$938.2K
3,449
+39%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$928.4K
124,280
-2%
增持
ABBV
ABBVIE INC COM
+$921.0K
16,272
+16%
增持
MCD
MCDONALDS CORP COM
+$895.2K
13,632
+18%
清仓
FSIG
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
-$893.8K
0
-100%
清仓
ADBE
ADOBE INC COM
-$883.1K
0
-100%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$881.2K
79,515
-4%
减持
MRK
MERCK & CO INC COM
-$874.0K
21,496
-24%
减持
ADI
ANALOG DEVICES INC COM
-$867.9K
14,585
-19%
减持
TGT
TARGET CORP COM
-$863.9K
16,363
-14%
减持
JPM
JPMORGAN CHASE & CO. COM
-$856.2K
58,720
-8%
减持
OBIL
US TREASURY 12 MONTH BILL ETF
-$846.2K
69,006
-20%
清仓
TDVG
T. ROWE PRICE DIVIDEND GROWTH ETF
-$810.1K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$808.7K
11,053
-21%
减持
URNM
SPROTT URANIUM MINERS ETF
-$785.1K
63,643
-10%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$777.3K
127,463
-9%
清仓
SOUN
SOUNDHOUND AI INC CLASS A COM
-$765.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$756.2K
51,893
-16%
减持
EMR
EMERSON ELEC CO COM
-$755.4K
32,617
-7%
减持
DHR
DANAHER CORPORATION COM
-$753.7K
5,351
-34%
增持
GDX
VANECK GOLD MINERS ETF
+$751.3K
57,929
+3%
增持
ORCL
ORACLE CORP COM
+$746.7K
30,692
+44%
建仓
XPEV
XPENG INC ADS
+$741.2K
35,773
增持
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
+$739.5K
38,455
+32%
减持
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
-$730.1K
5,095
-78%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$726.9K
4,882
-77%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$700.9K
101,583
+4%
清仓
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
-$696.5K
0
-100%
减持
WMT
WALMART INC COM
-$694.3K
65,500
-8%
建仓
FTNT
FORTINET INC COM
+$688.0K
7,147
清仓
DDOG
DATADOG INC CL A COM
-$681.7K
0
-100%
增持
CTAS
CINTAS CORP COM
+$671.0K
25,749
+2%
增持
WFC
WELLS FARGO CO NEW COM
+$663.9K
13,317
+220%
清仓
GNOV
FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER
-$646.3K
0
-100%
清仓
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$642.6K
0
-100%
建仓
PSA
PUBLIC STORAGE OPER CO COM
+$635.1K
2,122
减持
PWR
QUANTA SVCS INC COM
-$625.8K
7,060
-8%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$616.0K
68,877
+20%
增持
AM
ANTERO MIDSTREAM CORP COM
+$614.7K
101,974
+26%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$612.5K
21,266
-12%
减持
LMT
LOCKHEED MARTIN CORP COM
-$605.3K
1,585
-41%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$601.5K
20,488
+0%
减持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
-$601.1K
12,394
-72%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$596.2K
19,000
-5%
减持
ABT
ABBOTT LABS COM
-$591.2K
31,246
-25%
减持
NKE
NIKE INC CL B
-$589.5K
15,086
-26%
减持
GWW
GRAINGER W W INC COM
-$569.1K
1,383
-25%
清仓
GMAY
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
-$560.0K
0
-100%
清仓
SNPS
SYNOPSYS INC COM
-$544.6K
0
-100%
减持
GD
GENERAL DYNAMICS CORP COM
-$542.2K
8,993
-21%
清仓
NVO
NOVO-NORDISK A S ADR
-$537.7K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$534.6K
36,465
-6%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$530.8K
11,329
+87%
增持
EVR
EVERCORE INC CLASS A
-$521.0K
7,566
+3%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME COM
-$519.4K
0
-100%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$514.8K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$512.9K
8,030
+1%
建仓
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$512.8K
16,656
增持
NXDT
NEXPOINT DIVERSIFIED REL ET TR COM NEW
-$487.0K
236,994
+4%
清仓
MANH
MANHATTAN ASSOCIATES INC COM
-$484.5K
0
-100%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$484.3K
132,162
+18%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$481.8K
125,320
-3%
增持
PNW
PINNACLE WEST CAP CORP COM
+$477.1K
29,157
+7%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$471.6K
318,668
-6%
清仓
CNQ
CANADIAN NAT RES LTD COM
-$469.5K
0
-100%
建仓
NAK
NORTHERN DYNASTY MINERALS LTD COM NEW
+$460.0K
400,000
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$457.7K
233,606
+5%
