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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 101
减持 21
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$36.4M
72,953
+261%
增持
VUG
VANGUARD GROWTH ETF
+$17.3M
63,346
+123%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$17.1M
36,042
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。
+6525%
增持
SPY
SPDR S&P 500 ETF TRUST
+$16.7M
44,482
+117%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$10.8M
99,174
+19%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$6.6M
105,436
+347%
增持
VOO
VANGUARD S&P 500 ETF
+$6.5M
16,514
+165%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$6.2M
7,869
+796%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$6.0M
440,706
+97%
增持
GOOG
ALPHABET INC CAP STK CL C
+$5.6M
26,411
+140%
增持
AAPL
APPLE INC COM
+$5.4M
162,037
+7%
增持
BA
BOEING CO COM
+$5.4M
33,705
+271%
建仓
LPLA
LPL FINL HLDGS INC COM
+$5.1M
14,161
增持
NVDA
NVIDIA CORPORATION COM
+$4.9M
260,466
+11%
建仓
CFA
VICTORYSHARES US 500 VOLATILITY WTD ETF
+$4.7M
51,431
增持
AMZN
AMAZON COM INC COM
+$4.3M
96,102
+18%
减持
HGER
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
-$4.2M
8,065
-95%
减持
SLV
ISHARES SILVER TRUST
+$3.7M
181,793
-4%
增持
META
META PLATFORMS INC CL A
+$3.6M
32,864
+33%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$3.5M
441,550
+15%
减持
CTAS
CINTAS CORP COM
-$3.4M
1,776
-90%
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$3.4M
34,384
+1572%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.3M
52,302
+9%
减持
TSLA
TESLA INC COM
-$3.2M
9,333
-44%
增持
MSTR
STRATEGY INC CL A NEW
-$3.0M
22,184
+12%
增持
AVGO
BROADCOM INC COM
+$3.0M
58,358
+12%
建仓
CORZ
CORE SCIENTIFIC INC NEW COM
+$3.0M
204,660
增持
SIVR
ABRDN PHYSICAL SILVER SHARES ETF
+$3.0M
85,119
+35%
增持
BKDV
BNY MELLON DYNAMIC VALUE ETF
+$2.9M
125,384
+356%
增持
—
EXXON MOBIL CORP COM
+$2.9M
98,786
+23%
减持
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
-$2.8M
106,454
-4%
增持
COF
CAPITAL ONE FINL CORP COM
+$2.8M
15,655
+252%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.7M
63,679
+13%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.6M
465,113
+8%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.6M
294,923
+21%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$2.5M
141,722
+67%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.5M
31,731
+19%
增持
RTX
RTX CORPORATION COM
+$2.4M
35,165
+47%
增持
MSFT
MICROSOFT CORP COM
+$2.4M
83,744
+14%
增持
GLW
CORNING INC COM
+$2.4M
31,788
+605%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.4M
234,549
+28%
增持
GLD
SPDR GOLD SHARES
+$2.4M
37,547
+7%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$2.4M
71,277
+40%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$2.3M
11,109
-14%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$2.3M
832
-90%
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$2.2M
13,595
增持
ORCL
ORACLE CORP COM
-$2.2M
30,781
+6%
增持
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
+$2.0M
120,884
+61%
增持
IAU
ISHARES GOLD TRUST
+$1.9M
54,206
+58%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.9M
29,112
+71%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.9M
9,807
+355%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$1.8M
50,123
+62%
建仓
HYTI
FT VEST HIGH YIELD & TARGET INCOME ETF
+$1.8M
90,550
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.8M
42,652
+26%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.7M
294,118
+11%
清仓
MELI
MERCADOLIBRE INC COM
-$1.6M
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$1.6M
42,882
+35%
增持
NFLX
NETFLIX INC. COM
-$1.6M
48,637
+848%
增持
BX
BLACKSTONE INC COM
+$1.5M
31,271
+63%
增持
FBND
FIDELITY TOTAL BOND ETF
+$1.5M
136,472
+32%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.4M
35,513
+11%
减持
HWKN
HAWKINS INC COM
-$1.4M
31,386
-2%
减持
IONQ
IONQ INC COM
-$1.4M
36,079
-27%
建仓
LSGR
NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF
+$1.4M
30,438
增持
WMT
WALMART INC COM
+$1.4M
73,143
+11%
增持
COR
CENCORA INC COM
+$1.3M
18,692
+17%
增持
CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
+$1.3M
129,030
+2%
减持
—
SEABRIDGE GOLD INC COM
+$1.3M
310,617
-5%
清仓
DXCM
DEXCOM INC COM
-$1.3M
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC COM
+$1.3M
7,358
减持
WELL
WELLTOWER INC COM
-$1.2M
13,546
-36%
减持
URA
GLOBAL X URANIUM ETF
-$1.2M
202,684
-3%
清仓
RSG
REPUBLIC SVCS INC COM
-$1.2M
0
-100%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$1.2M
7,203
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.2M
117,981
+11%
增持
VNOM
VIPER ENERGY INC CL A
+$1.2M
53,042
+137%
增持
AUSF
GLOBAL X ADAPTIVE U.S. FACTOR ETF
+$1.2M
40,345
+166%
增持
PWR
QUANTA SVCS INC COM
+$1.1M
8,803
+42%
建仓
RDNT
RADNET INC COM
+$1.1M
15,674
建仓
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$1.1M
28,254
增持
ABBV
ABBVIE INC COM
+$1.1M
21,376
+30%
建仓
LDOS
LEIDOS HOLDINGS INC COM
+$1.1M
5,992
增持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$1.1M
89,443
+46%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.0M
67,262
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.0M
23,436
+11%
增持
V
VISA INC COM CL A
+$999.0K
32,859
+7%
增持
MS
MORGAN STANLEY COM NEW
+$990.0K
10,721
+87%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$983.2K
149,727
+105%
减持
LLY
ELI LILLY & CO COM
+$975.4K
3,594
-5%
增持
ONDS
ONDAS HOLDINGS INC COM NEW
+$968.9K
325,129
+14%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$968.9K
40,417
+107%
减持
PAYX
PAYCHEX INC COM
-$951.6K
9,575
-40%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$919.2K
35,683
+11%
增持
BAR
GRANITESHARES GOLD SHARES
+$916.1K
159,045
+4%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$905.7K
14,457
+38%
增持
PTL
INSPIRE 500 ETF
+$855.8K
17,946
+24%
增持
EMR
EMERSON ELEC CO COM
+$848.2K
37,933
+19%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
+$836.8K
52,760
清仓
CF
CF INDS HLDGS INC COM
-$828.6K
0
-100%
增持
HYGH
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
+$821.5K
24,054
+67%
增持
COWZ
PACER US CASH COWS 100 ETF
+$813.7K
89,534
+13%
减持
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
-$797.0K
61,323
-23%
建仓
HUBB
HUBBELL INC COM
+$796.5K
1,793
增持
BLES
INSPIRE GLOBAL HOPE ETF
+$791.3K
48,816
+57%
增持
AMGN
AMGEN INC COM
+$782.0K
16,706
+1%
建仓
GBIL
ACCESS TREASURY 0-1 YEAR ETF
+$769.1K
7,696
增持
GARP
ISHARES MSCI USA QUALITY GARP ETF
+$767.2K
20,377
+116%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$764.4K
25,270
+2%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$753.7K
64,438
+0%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$753.1K
23,725
+36%
清仓
KNSL
KINSALE CAP GROUP INC COM
-$751.0K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$748.2K
10
-9%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$744.0K
21,079
+0%
减持
UBER
UBER TECHNOLOGIES INC COM
-$736.6K
16,643
-22%
增持
CSCO
CISCO SYS INC COM
+$733.5K
71,976
+2%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$728.7K
205,065
+9%
建仓
DG
DOLLAR GEN CORP NEW COM
+$727.7K
5,481
增持
CAT
CATERPILLAR INC COM
+$718.2K
5,716
+7%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$712.6K
76,483
+11%
清仓
—
TECNOGLASS INC ORD SHS
-$709.6K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A SHS
-$705.7K
0
-100%
增持
MRK
MERCK & CO INC COM
+$688.8K
23,342
+11%
增持
XBI
STATE STREET SPDR S&P BIOTECH ETF
+$678.3K
8,735
+126%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$661.1K
24,693
+27%
增持
GDX
VANECK GOLD MINERS ETF
+$656.5K
69,683
+0%
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$637.7K
19,121
+15%
建仓
GSK
GSK PLC SPONSORED ADR
+$634.7K
12,942
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$629.4K
104,738
+5%
减持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$615.9K
37,085
-15%
增持
DE
DEERE & CO COM
+$615.3K
8,337
+17%
增持
XYL
XYLEM INC COM
+$606.2K
6,317
+267%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$602.7K
25,091
增持
AMLP
ALERIAN MLP ETF
+$597.9K
24,657
+106%
减持
HD
HOME DEPOT INC COM
-$591.5K
7,927
-3%
增持
FLQL
FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF
+$591.1K
15,177
+125%
增持
COPY
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
+$590.0K
268,205
+15%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
-$588.9K
25,348
-37%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$586.8K
20,308
+7%
增持
BIBL
INSPIRE 100 ETF
+$585.2K
68,369
+21%
建仓
BKGI
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
+$577.1K
14,305
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$574.5K
159,889
+8%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$574.4K
26,317
+92%
增持
SCHH
SCHWAB U.S. REIT ETF
+$573.0K
54,015
+110%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$569.6K
50,230
+87%
建仓
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$568.6K
10,776
建仓
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$561.9K
11,991
减持
APD
AIR PRODS & CHEMS INC COM
-$554.2K
1,534
-55%
建仓
RSPA
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF
+$548.6K
10,765
增持
SJNK
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$544.6K
33,610
+181%
增持
RGLD
ROYAL GOLD INC COM
+$534.7K
16,846
+5%
