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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 86
减持 36
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION COM
+$12.1M
234,598
+2%
增持
MSFT
MICROSOFT CORP COM
+$9.5M
72,254
+3%
增持
URA
GLOBAL X URANIUM ETF
+$8.6M
233,225
+1115%
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
AAPL
APPLE INC COM
-$6.7M
153,659
-11%
减持
—
EXXON MOBIL CORP COM
-$5.8M
79,505
-34%
增持
META
META PLATFORMS INC CL A
+$5.4M
24,068
+12%
减持
AVGO
BROADCOM INC COM
+$5.3M
52,672
-4%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$5.1M
47,980
+5%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$4.4M
346,598
+12%
增持
BAR
GRANITESHARES GOLD SHARES
+$4.2M
227,510
+120%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$3.9M
2,111
-76%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.9M
75,846
+24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$3.8M
23,598
+154%
减持
—
VALARIS LTD CL A
-$3.0M
9,517
-89%
增持
NFLX
NETFLIX INC COM
+$3.0M
5,002
+24%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.8M
21,727
+730%
增持
SPYI
NEOS S&P 500 HIGH INCOME ETF
+$2.8M
62,305
+707%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.7M
471,907
+35%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$2.7M
130,625
+28%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$2.6M
60,277
+71%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$2.6M
72,751
-5%
增持
AMZN
AMAZON COM INC COM
+$2.5M
74,632
+3%
增持
ORCL
ORACLE CORP COM
+$2.5M
31,006
+1%
清仓
GOLD
A-MARK PRECIOUS METALS INC COM
-$2.5M
0
-100%
建仓
OIH
VANECK OIL SERVICES ETF
+$2.4M
10,326
建仓
CME
CME GROUP INC COM
+$2.3M
8,323
减持
IWV
ISHARES RUSSELL 3000 ETF
+$2.2M
67,893
-0%
减持
QCOM
QUALCOMM INC COM
-$2.1M
7,234
-66%
增持
VUG
VANGUARD GROWTH ETF
+$2.1M
29,524
+1%
减持
MSTR
MICROSTRATEGY INC CL A NEW
-$2.0M
19,542
-43%
增持
HWM
HOWMET AEROSPACE INC COM
+$2.0M
12,528
+392%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.8M
441,264
+1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$1.8M
96,766
-24%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
18,989
+6%
增持
CRM
SALESFORCE INC COM
+$1.7M
12,930
+88%
建仓
DXCM
DEXCOM INC COM
+$1.7M
18,965
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$1.6M
132,144
+35%
减持
TIP
ISHARES TIPS BOND ETF
-$1.5M
3,813
-78%
减持
PFE
PFIZER INC COM
-$1.5M
87,137
-39%
减持
MCD
MCDONALDS CORP COM
-$1.5M
9,487
-30%
增持
CLS
CELESTICA INC COM
+$1.4M
17,982
+4%
清仓
SOFI
SOFI TECHNOLOGIES INC COM
-$1.4M
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.4M
400
-87%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$1.4M
7,097
+61%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$1.4M
18,958
+265%
减持
JPM
JPMORGAN CHASE & CO. COM
+$1.4M
54,357
-7%
减持
CTAS
CINTAS CORP COM
-$1.3M
17,704
-31%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.3M
244,142
+5%
减持
KLAC
KLA CORP COM NEW
+$1.3M
6,140
-0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.3M
33,941
+21%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$1.3M
112,897
+4%
增持
V
VISA INC COM CL A
+$1.2M
30,908
+11%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.2M
19,635
+1%
清仓
JOE
ST JOE CO COM
-$1.2M
0
-100%
增持
HWKN
HAWKINS INC COM
+$1.2M
31,386
+1%
减持
HFRO
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME
-$1.1M
145,986
-59%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.1M
34,296
-19%
清仓
EXP
EAGLE MATLS INC COM
-$1.1M
0
-100%
增持
IAU
ISHARES GOLD TRUST
+$1.1M
37,150
+79%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.1M
98,921
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
20,845
+2%
建仓
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$1.0M
25,750
清仓
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
-$1.0M
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.0M
144,055
+2%
建仓
MELI
MERCADOLIBRE INC COM
+$1.0M
390
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.0M
95,735
+4%
建仓
PLMR
PALOMAR HLDGS INC COM
+$964.7K
6,254
清仓
NKE
NIKE INC CL B
-$957.7K
0
-100%
减持
PEP
PEPSICO INC COM
-$951.8K
17,971
-19%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$946.1K
168,603
+13%
减持
URNM
SPROTT URANIUM MINERS ETF
-$937.1K
23,523
-63%
建仓
COF
CAPITAL ONE FINL CORP COM
+$936.4K
4,401
增持
—
SEABRIDGE GOLD INC COM
+$908.6K
296,927
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$908.5K
14,702
+2%
建仓
SFM
SPROUTS FMRS MKT INC COM
+$907.5K
5,512
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$883.7K
38,771
+6%
减持
PWR
QUANTA SVCS INC COM
+$864.2K
7,032
-0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$855.3K
243,050
-1%
增持
GLD
SPDR GOLD SHARES
+$825.5K
34,267
+3%
减持
CVX
CHEVRON CORP NEW COM
-$818.7K
31,912
-1%
增持
EWY
ISHARES MSCI SOUTH KOREA ETF
+$807.7K
30,300
+20%
建仓
—
VIPER ENERGY INC CL A
+$800.7K
21,000
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$781.5K
51,860
+14%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$774.1K
88,421
+4%
增持
EMO
CLEARBRIDGE ENERGY MIDSTRM OPP COM
+$773.7K
29,836
+125%
增持
FDX
FEDEX CORP COM
+$770.0K
5,131
+216%
减持
CCJ
CAMECO CORP COM
+$760.2K
23,055
-0%
清仓
UFPI
UFP INDUSTRIES INC COM
-$743.9K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$739.4K
47,633
+2%
建仓
BUFQ
FT VEST LADDERED NASDAQ BUFFER ETF
+$737.2K
22,204
建仓
JMTG
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
+$736.4K
14,673
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$727.6K
35,541
+5%
增持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$723.7K
238,766
+0%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$720.9K
45,740
+5%
清仓
QLTY
GMO U.S. QUALITY ETF SHS
-$703.4K
0
-100%
增持
WMT
WALMART INC COM
+$700.6K
65,973
+1%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$692.0K
87,988
+17%
建仓
UDEC
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
+$684.3K
18,780
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$672.9K
3,882
+5%
增持
CASY
CASEYS GEN STORES INC COM
+$665.3K
8,325
+1%
减持
BKNG
BOOKING HOLDINGS INC COM
-$655.5K
560
-34%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$654.8K
253,443
+2%
减持
EMR
EMERSON ELEC CO COM
+$639.9K
31,621
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$634.5K
19,269
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$629.7K
16,624
+2%
减持
TGT
TARGET CORP COM
-$617.6K
11,050
-32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$611.6K
76,472
+8%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$600.9K
42,242
+4%
清仓
LPX
LOUISIANA PAC CORP COM
-$571.7K
0
-100%
减持
KT
KT CORP SPONSORED ADR
+$568.7K
191,000
-1%
减持
FFLC
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
+$566.2K
140,734
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$562.7K
126,856
-3%
增持
OBIL
US TREASURY 12 MONTH BILL ETF
+$556.5K
80,106
+16%
增持
SLV
ISHARES SILVER TRUST
+$542.9K
190,950
+3%
减持
TSLA
TESLA INC COM
+$536.7K
13,800
-7%
增持
CSCO
CISCO SYS INC COM
+$533.5K
69,342
+0%
增持
GDX
VANECK GOLD MINERS ETF
+$533.3K
61,396
+6%
增持
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
+$523.2K
81,438
+7%
增持
AMGN
AMGEN INC COM
-$521.5K
16,785
+0%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$521.4K
84,989
+0%
清仓
—
TOPBUILD CORP COM
-$489.4K
0
-100%
减持
ENSG
ENSIGN GROUP INC COM
+$485.5K
19,867
-0%
增持
LTTI
FT VEST 20 YEAR TREASURY & TARGET INCOME ETF
+$485.3K
38,435
+189%
建仓
KKR
KKR & CO INC COM
+$481.1K
3,616
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$476.6K
2,896
+39%
增持
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
+$476.4K
29,657
+50%
清仓
JUNM
FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE
-$472.4K
0
-100%
增持
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$468.6K
19,708
+120%
减持
ADI
ANALOG DEVICES INC COM
+$462.7K
14,302
-2%
建仓
VRT
VERTIV HOLDINGS CO COM CL A
+$455.3K
3,545
增持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$452.2K
42,550
+32%
增持
GE
GE AEROSPACE COM NEW
+$450.5K
7,862
+0%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$430.6K
177,222
+2%
建仓
PTL
INSPIRE 500 ETF
+$430.4K
1,877
增持
ARKW
ARK NEXT GENERATION INTERNET ETF
+$428.6K
5,506
+36%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$427.2K
16,880
+18%
增持
VOO
VANGUARD S&P 500 ETF
+$420.5K
5,889
+3%
减持
NEM
NEWMONT CORP COM
+$417.4K
41,852
-0%
增持
RTX
RTX CORPORATION COM
+$416.4K
23,509
+3%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$414.1K
9,104
+7%
建仓
CALM
CAL MAINE FOODS INC COM NEW
+$409.8K
4,113
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$407.1K
14,381
+21%
增持
—
TE CONNECTIVITY PLC ORD SHS
+$401.0K
14,655
+0%
建仓
BIBL
INSPIRE 100 ETF
+$391.5K
9,472
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$389.9K
14,586
+24%
增持
FTGS
FIRST TRUST GROWTH STRENGTH ETF
+$389.0K
63,792
+6%
减持
LNT
ALLIANT ENERGY CORP COM
-$387.1K
9,439
-37%
增持
BLK
BLACKROCK INC COM
+$386.1K
3,296
+2%
增持
TWLO
TWILIO INC CL A
+$383.9K
9,724
+15%
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$380.0K
64,432
+0%
