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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 75
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$11.7M
77,872
-7%
增持
CVX
CHEVRON CORPORATION COM
+$7.7M
68,592
+60%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$5.0M
17,476
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
JPM
JPMORGAN CHASE & CO COM
-$4.6M
54,126
-15%
减持
VUG
VANGUARD GROWTH ETF
-$4.5M
60,338
-5%
减持
SLV
ISHARES SILVER TRUST
-$4.5M
105,343
-42%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$4.2M
25,168
-50%
减持
LPLA
LPL FINL HLDGS INC COM
-$3.9M
3,912
-72%
建仓
HAL
HALLIBURTON CO COM
+$3.7M
94,520
增持
MU
MICRON TECHNOLOGY INC COM
+$3.4M
11,379
+711%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$3.4M
0
-100%
减持
UNM
UNUM GROUP COM
-$3.1M
3,102
-93%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$3.0M
12,027
-43%
增持
BAR
GRANITESHARES GOLD SHARES
+$2.9M
208,685
+31%
减持
MSTR
STRATEGY INC CL A NEW
-$2.9M
4,096
-82%
增持
META
META PLATFORMS INC CL A
-$2.7M
33,122
+1%
增持
GLW
CORNING INC COM
+$2.7M
40,062
+26%
减持
V
VISA INC COM CL A
-$2.7M
29,360
-11%
增持
LLY
ELI LILLY & CO COM
+$2.6M
7,015
+95%
减持
NFLX
NETFLIX INC. COM
-$2.5M
21,059
-57%
减持
—
EXXON MOBIL CORP COM
+$2.5M
84,608
-14%
增持
BKDV
BNY MELLON DYNAMIC VALUE ETF
+$2.4M
204,852
+63%
增持
AMLP
ALERIAN MLP ETF
+$2.3M
66,597
+170%
增持
GEV
GE VERNOVA INC COM
+$2.3M
3,384
+233%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.3M
143,106
+19%
增持
FBND
FIDELITY TOTAL BOND ETF
+$2.3M
187,357
+37%
减持
NEM
NEWMONT CORP COM
-$2.2M
11,527
-67%
建仓
REMX
VANECK RARE EARTH AND STRATEGIC METALS ETF
+$2.2M
24,679
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$2.2M
172,432
+177%
建仓
OWL
BLUE OWL CAPITAL INC COM CL A
+$2.1M
232,010
增持
AVGO
BROADCOM INC COM
-$2.0M
58,720
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.0M
52,467
-3%
建仓
CAH
CARDINAL HEALTH INC COM
+$2.0M
9,409
增持
GD
GENERAL DYNAMICS CORP COM
+$2.0M
11,924
+91%
增持
MGNR
AMERICAN BEACON GLG NATURAL RESOURCES ETF
+$2.0M
48,950
+292%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$1.9M
23,947
-25%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$1.9M
2,680
-80%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$1.9M
4,511
增持
CASY
CASEYS GEN STORES INC COM
+$1.8M
9,503
+3%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.8M
274,077
+17%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$1.8M
11,397
+3%
增持
AMZN
AMAZON COM INC COM
-$1.8M
98,041
+2%
增持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$1.7M
143,461
+60%
建仓
—
ELBIT SYS LTD ORD
+$1.7M
2,028
减持
CCJ
CAMECO CORP COM
-$1.7M
4,281
-82%
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$1.7M
516,531
+17%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.7M
73,937
+1%
增持
AUSF
GLOBAL X ADAPTIVE U.S. FACTOR ETF
+$1.7M
73,115
+81%
减持
—
SEABRIDGE GOLD INC COM
-$1.7M
265,814
-14%
增持
WMT
WALMART INC COM
+$1.7M
78,896
+8%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$1.6M
52,814
+1%
增持
KLAC
KLA CORP COM NEW
+$1.6M
6,001
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$1.6M
258,379
+1%
减持
ONDS
ONDAS INC COM NEW
-$1.6M
176,710
-46%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
-$1.6M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC COM
-$1.5M
23,901
-18%
减持
BA
BOEING CO COM
-$1.5M
29,283
-13%
增持
ORCL
ORACLE CORP COM
-$1.5M
30,790
+0%
增持
MUFG
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS
+$1.5M
135,740
+157%
减持
BMNR
BITMINE IMMERSION TECHS INC COM NEW
-$1.5M
72,375
-32%
减持
IONQ
IONQ INC COM
-$1.4M
8,615
-76%
建仓
—
DUPONT DE NEMOURS INC COM
+$1.4M
29,778
增持
INCM
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
+$1.4M
60,651
+338%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$1.3M
11,993
+67%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.3M
23,155
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$1.3M
35,360
-0%
清仓
MOH
MOLINA HEALTHCARE INC COM
-$1.3M
0
-100%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.3M
415,578
-1%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$1.3M
152,731
+2%
增持
PTL
INSPIRE 500 ETF
+$1.2M
22,738
+27%
减持
OIH
VANECK OIL SERVICES ETF
+$1.2M
10,271
-0%
减持
TSLA
TESLA INC COM
-$1.2M
8,070
-14%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$1.2M
153,218
+10%
增持
PWR
QUANTA SVCS INC COM
+$1.1M
8,842
+0%
清仓
RDNT
RADNET INC COM
-$1.1M
0
-100%
建仓
DDOG
DATADOG INC CL A COM
+$1.1M
9,358
建仓
VICI
VICI PPTYS INC COM
+$1.1M
40,212
增持
KMI
KINDER MORGAN INC DEL COM
+$1.1M
127,980
+10%
清仓
LDOS
LEIDOS HOLDINGS INC COM
-$1.1M
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$1.1M
19,131
+16%
清仓
PAYX
PAYCHEX INC COM
-$1.1M
0
-100%
增持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$1.0M
58,972
+80%
减持
LOW
LOWES COS INC COM
-$1.0M
11,430
-26%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$1.0M
224,997
+10%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$1.0M
29,411
+19%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.0M
123,347
+5%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$955.2K
49,453
+502%
减持
URA
GLOBAL X URANIUM ETF
+$953.7K
198,521
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
-$944.6K
19,928
-21%
清仓
BIDU
BAIDU INC SPON ADR REP A
-$937.4K
0
-100%
增持
BX
BLACKSTONE INC COM
-$936.3K
33,775
+8%
增持
COPY
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
+$935.9K
320,393
+19%
增持
SPY
STATE STREET SPDR S&P 500 ETF
-$932.8K
45,208
+2%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$922.7K
6,752
-38%
增持
IAU
ISHARES GOLD TRUST
+$910.2K
60,232
+11%
减持
CLS
CELESTICA INC COM
-$910.1K
9,759
-21%
减持
ABT
ABBOTT LABORATORIES COM
-$888.4K
28,233
-7%
建仓
VEGI
ISHARES MSCI AGRICULTURE PRODUCERS ETF
+$870.8K
19,248
增持
CAT
CATERPILLAR INC COM
+$863.7K
5,841
+2%
减持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF
-$859.9K
29,781
-20%
减持
PSX
PHILLIPS 66 COM
+$842.7K
27,738
-15%
建仓
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
+$818.8K
39,459
增持
GOOG
ALPHABET INC CAP STK CL C
+$813.4K
31,726
+20%
建仓
DLR
DIGITAL RLTY TR INC COM
+$795.7K
4,415
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$789.7K
297,710
-1%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM
+$784.4K
3,532
增持
EWY
ISHARES MSCI SOUTH KOREA ETF
+$776.0K
30,018
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$769.0K
105,273
+6%
增持
LMAT
LEMAITRE VASCULAR INC COM
+$758.5K
25,811
+2%
增持
CRM
SALESFORCE INC COM
-$751.7K
11,058
+4%
减持
SIVR
ABRDN PHYSICAL SILVER SHARES ETF
-$749.2K
69,938
-18%
增持
BIBL
INSPIRE 100 ETF
+$737.8K
81,087
+19%
减持
FIX
COMFORT SYS USA INC COM
+$722.5K
1,709
-2%
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$721.7K
51,106
+40%
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERWRI COM
+$717.3K
44,639
建仓
—
ASTRAZENECA PLC ORD
+$715.2K
3,626
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$697.4K
47,273
-4%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$686.8K
2,845
+158%
建仓
—
GEOPARK LTD USD SHS
+$686.5K
72,260
增持
COM
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
+$681.7K
92,972
+13%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$674.6K
138,314
+6%
增持
FLQL
FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF
+$673.8K
25,518
+68%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$673.3K
35,240
+7%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$672.7K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC COM
-$670.7K
9,582
-42%
增持
NEE
NEXTERA ENERGY INC COM
+$669.9K
49,035
+1%
增持
CORZ
CORE SCIENTIFIC INC NEW COM
+$669.5K
243,939
+19%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$665.8K
46,041
+8%
增持
HYGH
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
+$642.1K
31,720
+32%
增持
RGLD
ROYAL GOLD INC COM
+$640.3K
17,230
+2%
建仓
MOOD
RELATIVE SENTIMENT TACTICAL ALLOCATION ETF
+$631.9K
15,410
减持
XYL
XYLEM INC COM
-$627.7K
1,945
-69%
增持
ENSG
ENSIGN GROUP INC COM
+$612.3K
20,531
+1%
增持
GNRC
GENERAC HLDGS INC COM
+$607.8K
5,591
+57%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$599.6K
5,307
+119%
减持
GLD
SPDR GOLD SHARES
-$591.6K
33,207
-12%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$590.5K
76,706
+8%
建仓
FDT
FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
+$589.8K
6,785
减持
ARKW
ARK NEXT GENERATION INTERNET ETF
-$588.2K
2,455
-59%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$580.9K
304,088
+3%
增持
PM
PHILIP MORRIS INTL INC COM
+$576.5K
5,945
+135%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$566.5K
6,958
-4%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$565.1K
7,508
-5%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$562.0K
138,725
+7%
清仓
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
-$561.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
-$561.2K
275,320
+6%
增持
OBIL
US TREASURY 12 MONTH BILL ETF
+$559.7K
149,397
+8%
增持
BLES
INSPIRE GLOBAL HOPE ETF
+$557.4K
60,122
+23%
增持
AM
ANTERO MIDSTREAM CORP COM
+$554.8K
106,907
+1%
减持
OKE
ONEOK INC NEW COM
+$551.6K
33,521
-1%
