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JNBA Financial Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JNBA Financial Advisors
报告期 2026-03-31 · CIK 1569118
持仓数
819
前50大市值合计
$1.05B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 22
增持 69
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB STRATEGIC TR
+$6.8M
436,913
+92%
减持
DES
WISDOMTREE TR
-$3.3M
281,539
-25%
增持
IJH
ISHARES TR
+$1.6M
174,280
+6%
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
DON
WISDOMTREE TR
+$1.4M
391,308
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
307,268
-1%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
160,327
+25%
增持
INFL
LISTED FD TR
+$1.3M
46,043
+2842%
增持
MDYV
SPDR SER TR
+$1.1M
212,418
+11%
减持
IJR
ISHARES TR
-$1.1M
133,166
-4%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$1.0M
197,232
-9%
增持
SPDW
SPDR INDEX SHS FDS
+$878.0K
688,313
+5%
减持
MOAT
VANECK ETF TRUST
-$850.0K
898,439
-0%
减持
SLYV
SPDR SER TR
-$841.0K
47,793
-14%
增持
—
WORLD GOLD TR
+$781.0K
640,159
+8%
增持
SPYG
SPDR SER TR
+$755.0K
309,961
+2%
减持
SPSM
SPDR SER TR
-$742.0K
127,297
-9%
减持
IDV
ISHARES TR
-$708.0K
203,940
-4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$619.0K
84,682
+9%
增持
ESGD
ISHARES TR
+$598.0K
31,367
+33%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$567.0K
11,110
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$552.0K
59,681
-20%
减持
DEM
WISDOMTREE TR
-$523.0K
192,192
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$519.0K
63,840
+7%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$440.0K
298,192
-1%
增持
MDYG
SPDR SER TR
+$434.0K
140,894
+7%
增持
VNQ
VANGUARD INDEX FDS
+$433.0K
228,245
+2%
减持
AMZN
AMAZON COM INC
-$403.0K
910
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$392.0K
258,838
+2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$379.0K
126,581
-6%
减持
AFL
AFLAC INC
-$345.0K
223,892
-0%
减持
SPYV
SPDR SER TR
-$340.0K
362,524
-1%
减持
MSFT
MICROSOFT CORP
+$329.0K
32,495
-0%
增持
XJH
ISHARES TR
+$326.0K
24,685
+62%
减持
VB
VANGUARD INDEX FDS
-$323.0K
13,348
-7%
减持
AMAT
APPLIED MATLS INC
-$320.0K
22,128
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$301.0K
465,755
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$298.0K
92
-98%
减持
QCOM
QUALCOMM INC
-$290.0K
10,556
-9%
减持
IYLD
ISHARES TR
-$270.0K
122,904
-8%
增持
GNR
SPDR INDEX SHS FDS
+$219.0K
180,730
+6%
减持
VV
VANGUARD INDEX FDS
-$209.0K
46,332
-2%
减持
SPYM
SPDR SER TR
-$195.0K
59,056
-6%
增持
EAGG
ISHARES TR
+$192.0K
15,973
+28%
减持
—
TEMPLETON GLOBAL INCOME FD
-$182.0K
445,434
-3%
增持
MMM
3M CO
-$176.0K
7,665
+0%
增持
—
HYDROFARM HLDGS GROUP INC
-$172.0K
9,349
+5%
增持
SUSC
ISHARES TR
+$164.0K
9,021
+196%
增持
INTC
INTEL CORP
-$161.0K
76,874
+1%
减持
ESML
ISHARES TR
-$160.0K
21,527
-13%
增持
SUSB
ISHARES TR
+$156.0K
14,844
+68%
减持
VTIP
VANGUARD MALVERN FDS
-$150.0K
1,330
-68%
增持
MINT
PIMCO ETF TR
+$150.0K
6,858
+27%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$149.0K
68,535
+0%
建仓
AVUV
AMERICAN CENTY ETF TR
+$144.0K
1,898
减持
V
VISA INC
-$138.0K
5,103
-6%
增持
SPEM
SPDR INDEX SHS FDS
+$136.0K
206,851
+9%
减持
PSX
PHILLIPS 66
-$131.0K
1,287
-50%
减持
DIS
DISNEY WALT CO
-$125.0K
16,803
-0%
减持
CSX
CSX CORP
-$124.0K
11,775
-20%
减持
IWF
ISHARES TR
-$115.0K
1,649
-21%
减持
VO
VANGUARD INDEX FDS
-$110.0K
45,523
-1%
减持
SPAB
SPDR SER TR
-$110.0K
1,729
-68%
增持
ICLN
ISHARES TR
+$105.0K
18,034
+48%
减持
SUSA
ISHARES TR
-$104.0K
12,963
-8%
增持
ITM
VANECK ETF TRUST
+$101.0K
30,196
+8%
减持
ORCL
ORACLE CORP
+$100.0K
10,957
-0%
清仓
—
GENERAL ELECTRIC CO
-$99.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$93.0K
10,964
+0%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$93.0K
1,487
增持
META
FACEBOOK INC
+$92.0K
1,496
+25%
减持
GOOG
ALPHABET INC
-$91.0K
735
-10%
增持
IJJ
ISHARES TR
-$90.0K
46,353
+0%
减持
—
EXXON MOBIL CORP
-$89.0K
10,202
-7%
增持
BABA
ALIBABA GROUP HLDG LTD
-$89.0K
1,791
+15%
增持
ESGE
ISHARES INC
+$82.0K
34,927
+16%
增持
CRM
SALESFORCE COM INC
+$82.0K
1,754
+9%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$80.0K
1,498
增持
MOTI
VANECK ETF TRUST
+$80.0K
37,109
+14%
清仓
—
L BRANDS INC
-$79.0K
0
-100%
增持
IJK
ISHARES TR
-$79.0K
91,206
+1%
建仓
MSCI
MSCI INC
+$78.0K
129
增持
—
FORTRESS TRANS INFRST INVS L
-$71.0K
9,242
+1%
增持
ESGV
VANGUARD WORLD FD
+$71.0K
9,491
+10%
减持
IVV
ISHARES TR
-$69.0K
14,712
-1%
增持
IEMG
ISHARES INC
+$66.0K
2,974
+70%
建仓
BBWI
BATH & BODY WORKS INC
+$63.0K
1,000
增持
UNH
UNITEDHEALTH GROUP INC
+$63.0K
5,119
+6%
增持
SLYG
SPDR SER TR
+$62.0K
5,451
+17%
建仓
GE
GENERAL ELECTRIC CO
+$62.0K
606
减持
IJS
ISHARES TR
-$62.0K
9,232
-2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$61.0K
202,136
+1%
增持
VSGX
VANGUARD WORLD FD
+$56.0K
7,211
+19%
增持
XJR
ISHARES TR
+$56.0K
2,016
+265%
增持
CELC
CELCUITY INC
+$54.0K
30,685
+48%
增持
—
AON PLC
+$54.0K
229
+420%
增持
VOE
VANGUARD INDEX FDS
+$54.0K
37,968
+2%
增持
IAU
GOLD TR
-$53.0K
317,699
+0%
增持
PG
PROCTER AND GAMBLE CO
+$53.0K
9,926
+0%
增持
SPMD
SPDR SER TR
-$50.0K
101,159
+1%
增持
—
BROOKFIELD ASSET MGMT INC
+$49.0K
1,876
+87%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$49.0K
3,905
+4%
增持
MCO
MOODYS CORP
+$49.0K
496
+42%
增持
SPY
SPDR S&P 500 ETF TR
+$49.0K
3,637
+3%
减持
AAPL
APPLE INC
+$48.0K
42,528
-2%
建仓
VRSK
VERISK ANALYTICS INC
+$48.0K
238
增持
—
ALLETE INC
-$47.0K
8,246
+7%
减持
TSLA
TESLA INC
+$46.0K
544
-2%
增持
SYK
STRYKER CORPORATION
+$45.0K
291
+139%
增持
JNJ
JOHNSON & JOHNSON
-$44.0K
13,850
+0%
减持
NEE
NEXTERA ENERGY INC
-$43.0K
1,300
-34%
建仓
CACC
CREDIT ACCEP CORP MICH
+$43.0K
74
增持
IEFA
ISHARES TR
+$42.0K
4,442
+15%
建仓
ZTS
ZOETIS INC
+$41.0K
212
减持
GIS
GENERAL MLS INC
-$41.0K
14,647
-3%
建仓
CPRT
COPART INC
+$40.0K
291
增持
MRK
MERCK & CO INC
+$39.0K
8,523
+10%
增持
KWEB
KRANESHARES TR
+$38.0K
950
+850%
减持
—
MEDTRONIC PLC
+$38.0K
33,811
-0%
减持
IJT
ISHARES TR
-$37.0K
11,756
-0%
建仓
SPGI
S&P GLOBAL INC
+$36.0K
85
减持
DGRO
ISHARES TR
-$34.0K
2,902
-19%
增持
VOO
VANGUARD INDEX FDS
+$34.0K
756
+13%
增持
FISV
FISERV INC
+$34.0K
1,406
+26%
增持
IWD
ISHARES TR
+$31.0K
2,360
+11%
建仓
PAYX
PAYCHEX INC
+$31.0K
273
建仓
IDXX
IDEXX LABS INC
+$31.0K
50
减持
CSCO
CISCO SYS INC
+$31.0K
23,688
-0%
建仓
MORN
MORNINGSTAR INC
+$30.0K
116
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$30.0K
44,353
-2%
减持
VPU
VANGUARD WORLD FDS
-$30.0K
244
-47%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$29.0K
259
+10%
建仓
TYL
TYLER TECHNOLOGIES INC
+$28.0K
60
减持
USB
US BANCORP DEL
+$28.0K
11,791
-0%
建仓
FDS
FACTSET RESH SYS INC
+$28.0K
72
减持
UNP
UNION PAC CORP
-$28.0K
1,039
-2%
建仓
CTAS
CINTAS CORP
+$27.0K
70
建仓
FICO
FAIR ISAAC CORP
+$27.0K
67
减持
—
WALGREENS BOOTS ALLIANCE INC
-$27.0K
1,142
-26%
增持
ARKK
ARK ETF TR
-$27.0K
1,334
+1%
建仓
PAYC
PAYCOM SOFTWARE INC
+$26.0K
52
清仓
HYLB
DBX ETF TR
-$26.0K
0
-100%
增持
RAFE
PIMCO EQUITY SER
+$25.0K
38,185
+3%
减持
EFV
ISHARES TR
-$25.0K
219
-69%
增持
TGT
TARGET CORP
-$25.0K
4,040
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$24.0K
16,059
-2%
建仓
ISRG
INTUITIVE SURGICAL INC
+$24.0K
24
建仓
CSGP
COSTAR GROUP INC
+$23.0K
270
增持
RFV
INVESCO EXCHANGE TRADED FD T
+$23.0K
1,138
+30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.0K
5,811
-3%
减持
CVX
CHEVRON CORP NEW
-$23.0K
5,228
-1%
