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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 68
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$9.6M
54,729
-28%
建仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$7.4M
61,191
减持
AAPL
APPLE INC COM
+$7.1M
151,796
-1%
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
GOOGL
ALPHABET INC CAP STK CL A
+$6.9M
83,220
+10%
减持
NVDA
NVIDIA CORPORATION COM
+$6.6M
233,869
-0%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
+$5.7M
110,536
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.6M
223,762
+1601%
建仓
HGER
HARBOR ALL-WEATHER INFLATION FOCUS ETF
+$4.4M
170,881
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$4.0M
385,369
+11%
建仓
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$3.8M
84,799
增持
FBND
FIDELITY TOTAL BOND ETF
+$3.6M
103,642
+308%
增持
—
SEABRIDGE GOLD INC COM
+$3.6M
327,367
+10%
减持
OKE
ONEOK INC NEW COM
-$3.2M
28,701
-56%
增持
PTL
INSPIRE 500 ETF
+$3.2M
14,436
+669%
清仓
SPYI
NEOS S&P 500 HIGH INCOME ETF
-$3.1M
0
-100%
增持
TSLA
TESLA INC COM
+$3.0M
16,565
+20%
建仓
COPY
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
+$2.9M
233,091
增持
OBIL
US TREASURY 12 MONTH BILL ETF
+$2.8M
135,734
+69%
建仓
SIVR
ABRDN PHYSICAL SILVER SHARES ETF
+$2.8M
63,067
增持
IONQ
IONQ INC COM
+$2.7M
49,171
+664%
清仓
INGR
INGREDION INC COM
-$2.7M
0
-100%
减持
AVGO
BROADCOM INC COM
+$2.7M
52,162
-1%
减持
COST
COSTCO WHSL CORP NEW COM
-$2.6M
12,883
-12%
清仓
YEAR
AB ULTRA SHORT INCOME ETF
-$2.6M
0
-100%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$2.6M
50,710
-48%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.3M
47,943
-0%
建仓
ONDS
ONDAS HLDGS INC COM NEW
+$2.2M
285,535
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$2.2M
72,990
+0%
增持
MSFT
MICROSOFT CORP COM
+$2.1M
73,490
+2%
增持
GDX
VANECK GOLD MINERS ETF
+$2.1M
69,636
+13%
增持
BIBL
INSPIRE 100 ETF
+$2.1M
56,276
+494%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$2.1M
21,399
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.1M
56,598
+4%
减持
XBI
SPDR S&P BIOTECH ETF
-$2.0M
3,860
-87%
增持
GLD
SPDR GOLD SHARES
+$2.0M
35,083
+2%
减持
BIDU
BAIDU INC SPON ADR REP A
-$1.8M
4,983
-83%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.8M
6,591
+406%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
20,220
+6%
减持
SLV
ISHARES SILVER TRUST
+$1.7M
188,751
-1%
减持
BAR
GRANITESHARES GOLD SHARES
-$1.6M
153,488
-33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.6M
24,759
+5%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.5M
20,515
+4%
增持
MSTR
STRATEGY INC CL A NEW
-$1.5M
19,765
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.5M
265,722
+9%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
+$1.5M
16,542
增持
AMZN
AMAZON COM INC COM
+$1.5M
81,318
+9%
减持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
-$1.4M
31,951
-65%
增持
HWKN
HAWKINS INC COM
+$1.4M
32,118
+2%
减持
ORCL
ORACLE CORP COM
+$1.4M
29,107
-6%
建仓
BLES
INSPIRE GLOBAL HOPE ETF
+$1.3M
31,040
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.2M
244,493
+1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.2M
26,587
+22%
增持
KLAC
KLA CORP COM NEW
+$1.2M
6,190
+1%
减持
IWV
ISHARES RUSSELL 3000 ETF
+$1.2M
65,949
-3%
减持
CRM
SALESFORCE INC COM
-$1.2M
9,986
-23%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$1.1M
54,968
+499%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.1M
31,499
-8%
建仓
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
+$1.1M
28,390
减持
JNJ
JOHNSON & JOHNSON COM
+$1.0M
31,909
-0%
清仓
CL
COLGATE PALMOLIVE CO COM
-$1.0M
0
-100%
减持
AFL
AFLAC INC COM
-$998.6K
19,578
-35%
清仓
XPEV
XPENG INC ADS
-$996.3K
0
-100%
减持
—
CHUBB LIMITED COM
-$995.2K
6,751
-33%
建仓
GOLD
A-MARK PRECIOUS METALS INC COM
+$990.7K
38,295
增持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$972.6K
249,238
+4%
清仓
PLMR
PALOMAR HLDGS INC COM
-$964.7K
0
-100%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$961.8K
106,688
+8%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$953.1K
121,005
+7%
建仓
RISN
INSPIRE TACTICAL BALANCED ETF
+$932.4K
31,271
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$915.4K
68,871
+14%
清仓
SFM
SPROUTS FMRS MKT INC COM
-$907.5K
0
-100%
增持
WELL
WELLTOWER INC COM
+$903.1K
21,131
+14%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$887.1K
31,111
+408%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$879.9K
425,846
-10%
减持
KT
KT CORP SPONSORED ADR
-$877.9K
158,516
-17%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$876.9K
187,518
+6%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$863.6K
142,373
-1%
增持
FIX
COMFORT SYS USA INC COM
+$860.0K
1,987
+37%
减持
URA
GLOBAL X URANIUM ETF
+$858.4K
207,885
-11%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$857.9K
66,433
+34%
增持
—
TE CONNECTIVITY PLC ORD SHS
+$857.3K
15,165
+3%
建仓
VNOM
VIPER ENERGY INC CL A
+$855.0K
22,370
建仓
SHW
SHERWIN WILLIAMS CO COM
+$826.2K
2,386
增持
COR
CENCORA INC COM
+$810.4K
16,027
+14%
增持
VTV
VANGUARD VALUE ETF
+$809.4K
52,777
+3%
建仓
BSEP
INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
+$804.9K
16,670
清仓
—
VIPER ENERGY INC CL A
-$800.7K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$799.0K
88,046
-0%
清仓
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
-$788.6K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$781.5K
49,529
+4%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$776.7K
120,717
-8%
减持
CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
+$767.6K
126,030
-2%
建仓
BKDV
BNY MELLON DYNAMIC VALUE ETF
+$764.1K
27,487
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$761.1K
182,872
+8%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$758.7K
88,905
+5%
增持
ABBV
ABBVIE INC COM
+$756.6K
16,420
+0%
建仓
GPIQ
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
+$756.3K
14,417
清仓
FTNT
FORTINET INC COM
-$749.2K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$748.5K
100,108
+5%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$741.8K
30,954
-27%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$741.0K
12,182
+21%
建仓
ISMD
INSPIRE SMALL/MID CAP ETF
+$735.2K
18,919
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$717.4K
430,349
-2%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$706.9K
41,216
+6%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$705.7K
1,011
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$697.1K
147,495
+12%
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$684.7K
52,659
+240%
清仓
UDEC
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
-$684.3K
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
+$683.4K
10,987
-2%
减持
KO
COCA COLA CO COM
-$675.3K
17,494
-33%
建仓
FESM
FIDELITY ENHANCED SMALL CAP ETF
+$672.2K
18,387
减持
VUG
VANGUARD GROWTH ETF
+$669.0K
28,382
-4%
建仓
GPIX
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
+$659.0K
12,617
增持
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
+$658.9K
53,807
+33%
增持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$658.0K
61,055
+43%
建仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$654.6K
26,826
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$651.4K
20,339
+39%
减持
NEM
NEWMONT CORP COM
+$645.7K
36,579
-13%
增持
QDPL
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
+$643.8K
26,645
+122%
减持
DIS
DISNEY WALT CO COM
-$634.0K
7,095
-39%
建仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$623.8K
13,707
清仓
PSA
PUBLIC STORAGE OPER CO COM
-$622.6K
0
-100%
增持
MELI
MERCADOLIBRE INC COM
+$614.2K
699
+79%
增持
UTHR
UNITED THERAPEUTICS CORP DEL COM
+$610.4K
3,520
+17%
增持
RTX
RTX CORPORATION COM
+$567.6K
23,907
+2%
减持
VO
VANGUARD MID-CAP ETF
+$565.2K
47,504
-1%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$560.6K
79,630
+1%
建仓
SCHH
SCHWAB U.S. REIT ETF
+$555.3K
25,746
增持
CASY
CASEYS GEN STORES INC COM
+$552.2K
8,491
+2%
增持
NFLX
NETFLIX INC COM
-$544.3K
5,133
+3%
增持
OKLO
OKLO INC COM CL A
+$535.2K
7,966
+26%
增持
CALF
PACER US SMALL CAP CASH COWS ETF
+$526.4K
113,417
+2%
减持
CLS
CELESTICA INC COM
+$524.1K
13,521
-25%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$513.0K
129,257
+2%
增持
GE
GE AEROSPACE COM NEW
+$512.0K
8,429
+7%
清仓
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
-$497.9K
0
-100%
清仓
TDG
TRANSDIGM GROUP INC COM
-$494.2K
0
-100%
建仓
USEP
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER
+$493.4K
12,758
建仓
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
+$493.0K
14,188
增持
APP
APPLOVIN CORP COM CL A
+$490.3K
1,039
+42%
清仓
KKR
KKR & CO INC COM
-$481.1K
0
-100%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$480.6K
10,504
+15%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$480.3K
8,456
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$477.9K
6,243
+6%
减持
GD
GENERAL DYNAMICS CORP COM
-$472.8K
6,259
-30%
建仓
MP
MP MATERIALS CORP COM CL A
+$471.2K
7,025
减持
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
-$462.3K
79,128
-13%
增持
—
EXXON MOBIL CORP COM
+$460.3K
80,097
+1%
减持
CAT
CATERPILLAR INC COM
+$459.7K
5,357
-1%
增持
LOW
LOWES COS INC COM
+$452.5K
15,302
+0%
