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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
22Q4 调仓
2021-09-30 → 2022-12-31 · 共 150 项
建仓 8
增持 52
减持 80
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BSV
VANGUARD BD INDEX FDS
+$20.3M
269,461
+292792%
减持
MOAT
VANECK ETF TRUST
-$17.5M
744,248
-17%
建仓
GLDM
WORLD GOLD TR
+$13.7M
377,866
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
FNDF
SCHWAB STRATEGIC TR
+$11.3M
880,477
+102%
清仓
—
WORLD GOLD TR
-$11.2M
0
-100%
建仓
IVLU
ISHARES TR
+$10.5M
454,336
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$9.8M
71,099
-65%
增持
VTEB
VANGUARD MUN BD FDS
+$9.6M
194,627
+170625%
增持
INFL
LISTED FD TR
+$6.5M
247,764
+438%
减持
SPYG
SPDR SER TR
-$5.9M
274,961
-11%
减持
SPYV
SPDR SER TR
-$5.6M
220,333
-39%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$5.3M
235,636
减持
SPDW
SPDR INDEX SHS FDS
-$5.3M
661,835
-4%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$4.4M
60,834
-69%
减持
AFL
AFLAC INC
+$4.3M
221,697
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.3M
233,659
-10%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.2M
402,494
-14%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.9M
162,669
+92%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.9M
282,850
+76%
减持
DES
WISDOMTREE TR
-$3.8M
171,646
-39%
增持
VNQ
VANGUARD INDEX FDS
-$3.5M
238,816
+5%
减持
VO
VANGUARD INDEX FDS
-$3.5M
35,626
-22%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.1M
72,594
+553%
减持
VV
VANGUARD INDEX FDS
-$3.1M
35,699
-23%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
0
-100%
减持
IYLD
ISHARES TR
-$2.8M
6,003
-95%
增持
EFG
ISHARES TR
+$2.8M
34,368
+7060%
增持
IJH
ISHARES TR
-$2.8M
177,983
+2%
减持
MSFT
MICROSOFT CORP
-$2.6M
27,323
-16%
增持
SPEM
SPDR INDEX SHS FDS
+$2.5M
344,091
+66%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.5M
34,739
+3183%
减持
DEM
WISDOMTREE TR
-$2.3M
170,461
-11%
增持
SCHH
SCHWAB STRATEGIC TR
+$2.3M
117,716
+42706%
减持
IJR
ISHARES TR
-$2.2M
130,678
-2%
减持
—
TEMPLETON GLOBAL INCOME FD
-$2.2M
52,643
-88%
增持
GNR
SPDR INDEX SHS FDS
+$2.2M
200,750
+11%
减持
IVV
ISHARES TR
-$2.2M
10,885
-26%
减持
IDV
ISHARES TR
-$2.1M
152,795
-25%
增持
MDYV
SPDR SER TR
+$2.0M
248,434
+17%
减持
—
MEDTRONIC PLC
-$2.0M
28,695
-15%
增持
IEMG
ISHARES INC
+$2.0M
46,894
+1477%
增持
INTC
INTEL CORP
-$1.9M
82,090
+7%
增持
SLYG
SPDR SER TR
+$1.9M
33,190
+509%
减持
IAU
ISHARES GOLD TR
-$1.8M
254,103
-20%
增持
AMZN
AMAZON COM INC
-$1.7M
15,013
+1550%
减持
CF
CF INDS HLDGS INC
+$1.7M
72,453
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
398,498
+34%
减持
SPYM
SPDR SER TR
-$1.5M
33,525
-43%
减持
IJK
ISHARES TR
-$1.5M
84,271
-8%
减持
AAPL
APPLE INC
-$1.5M
35,127
-17%
减持
DIS
DISNEY WALT CO
-$1.4M
16,736
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3M
360,303
+17%
减持
SPSM
SPDR SER TR
-$1.2M
112,994
-11%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.2M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$1.1M
9,860
-26%
增持
MOTI
VANECK ETF TRUST
+$1.0M
79,071
+113%
减持
SLYV
SPDR SER TR
-$1.0M
38,742
-19%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$1.0M
33,458
-44%
增持
GOOGL
ALPHABET INC
-$1.0M
12,500
+1466%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.0M
15,753
+730%
减持
AMAT
APPLIED MATLS INC
-$1.0M
18,832
-15%
减持
SPMD
SPDR SER TR
-$922.9K
88,144
-13%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$877.7K
110,558
-13%
增持
GOOG
ALPHABET INC
-$852.5K
12,470
+1597%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$849.6K
66,383
-3%
增持
SUSB
ISHARES TR
+$801.8K
49,969
+237%
增持
EAGG
ISHARES TR
+$745.0K
34,788
+118%
减持
UNH
UNITEDHEALTH GROUP INC
+$640.3K
4,980
-3%
增持
VUG
VANGUARD INDEX FDS
+$632.7K
11,847
+82%
减持
VOE
VANGUARD INDEX FDS
-$621.3K
34,603
-9%
减持
BBY
BEST BUY INC
-$602.6K
21,137
-3%
减持
VGT
VANGUARD WORLD FDS
-$601.6K
4,691
-10%
增持
BIL
SPDR SER TR
+$599.2K
10,006
+189%
增持
APG
API GROUP CORP
-$588.4K
390,942
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$585.6K
2,551
-30%
减持
VTI
VANGUARD INDEX FDS
-$562.6K
12,090
-7%
减持
DON
WISDOMTREE TR
-$549.0K
380,919
-3%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$547.3K
46,383
-11%
减持
ITM
VANECK ETF TRUST
-$540.3K
22,071
-27%
建仓
SHY
ISHARES TR
+$528.7K
6,514
增持
VSGX
VANGUARD WORLD FD
+$526.0K
19,739
+174%
增持
IEFA
ISHARES TR
+$461.3K
12,838
+189%
增持
NANR
SPDR INDEX SHS FDS
+$459.2K
29,660
+3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$434.6K
67,964
+6%
减持
TGT
TARGET CORP
-$425.4K
3,345
-17%
减持
ESML
ISHARES TR
-$424.7K
12,631
-41%
建仓
SHM
SPDR SER TR
+$416.7K
8,870
增持
XJH
ISHARES TR
+$414.5K
39,830
+61%
增持
MMM
3M CO
-$409.2K
7,804
+2%
减持
USB
US BANCORP DEL
-$407.9K
6,721
-43%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$400.4K
6,566
减持
ABBV
ABBVIE INC
+$399.4K
9,723
-10%
减持
PG
PROCTER AND GAMBLE CO
-$391.7K
6,574
-34%
减持
VOT
VANGUARD INDEX FDS
-$385.5K
5,744
-4%
减持
SUSA
ISHARES TR
-$383.6K
10,452
-19%
减持
IVW
ISHARES TR
-$378.3K
14,286
-13%
减持
IJT
ISHARES TR
-$376.4K
10,665
-9%
减持
V
VISA INC
-$367.7K
3,703
-27%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$362.0K
38,410
-13%
减持
RAFE
PIMCO EQUITY SER
-$347.0K
29,197
-24%
增持
VTIP
VANGUARD MALVERN FDS
+$341.8K
8,816
+563%
减持
JPM
JPMORGAN CHASE & CO
-$339.7K
10,852
-1%
增持
—
HYDROFARM HLDGS GROUP INC
-$338.8K
9,799
+5%
增持
ESGD
ISHARES TR
+$326.4K
42,370
+35%
减持
—
EXXON MOBIL CORP
+$323.9K
8,376
-18%
增持
MDYG
SPDR SER TR
-$322.3K
158,198
+12%
清仓
—
GS FIN CORP
-$314.0K
0
-100%
增持
XJR
ISHARES TR
+$306.4K
11,571
+474%
减持
CSCO
CISCO SYS INC
-$296.3K
20,838
-12%
清仓
—
TIVITY HEALTH INC
-$295.0K
0
-100%
清仓
—
ASML HOLDING N V
-$283.0K
0
-100%
建仓
SPIP
SPDR SER TR
+$282.9K
10,983
减持
CRM
SALESFORCE INC
-$272.3K
1,536
-12%
增持
SUSC
ISHARES TR
+$265.6K
23,035
+155%
减持
NVO
NOVO-NORDISK A S
-$260.8K
2,809
-58%
增持
META
META PLATFORMS INC
-$250.4K
2,141
+43%
增持
ICLN
ISHARES TR
+$248.2K
32,150
+78%
减持
CMCSA
COMCAST CORP NEW
-$237.5K
3,760
-43%
清仓
—
FORTRESS TRANS INFRST INVS L
-$235.0K
0
-100%
清仓
—
MEREDITH CORP
-$234.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$229.4K
5,713
-21%
减持
HD
HOME DEPOT INC
-$225.4K
2,177
-22%
减持
IJJ
ISHARES TR
-$224.8K
45,151
-3%
清仓
—
TWO HBRS INVT CORP
-$222.0K
0
-100%
减持
GIS
GENERAL MLS INC
+$214.0K
12,999
-11%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$211.6K
35,431
-16%
减持
JNJ
JOHNSON & JOHNSON
-$210.5K
11,472
-17%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$198.5K
6,080
+50%
减持
DE
DEERE & CO
+$198.3K
2,347
-3%
减持
ABT
ABBOTT LABS
-$196.7K
14,694
-4%
减持
IWF
ISHARES TR
-$192.8K
1,210
-27%
增持
TSLA
TESLA INC
-$185.5K
1,920
+253%
减持
CVX
CHEVRON CORP NEW
+$184.2K
3,979
-24%
减持
ORCL
ORACLE CORP
-$182.8K
9,447
-14%
增持
QCOM
QUALCOMM INC
-$181.2K
10,740
+2%
增持
PEP
PEPSICO INC
+$172.1K
4,279
+7%
增持
PSO
PEARSON PLC
+$167.2K
55,563
+17%
减持
SAP
SAP SE
-$166.8K
835
-55%
增持
QQQ
INVESCO QQQ TR
+$164.1K
1,345
+148%
减持
IJS
ISHARES TR
-$162.9K
8,390
-9%
建仓
—
FTAI AVIATION LTD
+$162.6K
9,499
增持
FSLR
FIRST SOLAR INC
+$160.4K
1,391
+178%
减持
AIVL
WISDOMTREE TR
-$159.9K
295
-85%
减持
AXP
AMERICAN EXPRESS CO
-$159.4K
1,635
-32%
减持
—
BLACKROCK INC
-$159.3K
804
-7%
减持
BABA
ALIBABA GROUP HLDG LTD
-$154.6K
1,253
-30%
减持
NKE
NIKE INC
-$154.6K
3,234
-12%
增持
BAC
BANK AMERICA CORP
-$147.2K
20,887
+6%
清仓
ARKW
ARK ETF TR
-$142.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$139.2K
15,060
-8%
