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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 69
减持 70
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
MOAT
VANECK ETF TRUST
+$6.3M
739,263
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$6.2M
346,275
+29%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.8M
1,002,721
+14%
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
AVEM
AMERICAN CENTY ETF TR
+$2.0M
307,080
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$2.0M
672,890
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.8M
178,565
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
57,836
+66%
增持
SPYG
SPDR SER TR
+$1.7M
282,707
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
381,034
+11%
减持
AFL
AFLAC INC
-$1.7M
221,592
-0%
增持
SLYG
SPDR SER TR
+$1.6M
54,108
+63%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.4M
44,185
-39%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
401,729
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
381,767
+6%
增持
AAPL
APPLE INC
+$1.4M
35,964
+2%
减持
MSFT
MICROSOFT CORP
+$1.3M
27,290
-0%
减持
IJH
ISHARES TR
+$1.3M
177,295
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.1M
57,363
-19%
增持
IVLU
ISHARES TR
+$1.1M
469,401
+3%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
14,307
+21%
增持
MDYV
SPDR SER TR
+$977.7K
258,117
+4%
减持
CF
CF INDS HLDGS INC
-$933.1K
72,284
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$900.9K
28,014
+78%
减持
GLDM
WORLD GOLD TR
+$863.3K
371,728
-2%
增持
MDYG
SPDR SER TR
+$830.8K
163,171
+3%
减持
DES
WISDOMTREE TR
-$640.7K
148,493
-13%
增持
DFEM
DIMENSIONAL ETF TRUST
+$626.1K
250,891
+6%
增持
SPSM
SPDR SER TR
+$594.9K
126,352
+12%
增持
VWOB
VANGUARD WHITEHALL FDS
+$589.8K
15,891
+142%
减持
IAU
ISHARES GOLD TR
+$581.3K
250,755
-1%
增持
INTC
INTEL CORP
+$525.3K
82,490
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$490.1K
408,889
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$483.9K
15,405
-1%
减持
AMAT
APPLIED MATLS INC
+$442.4K
18,532
-2%
增持
EFG
ISHARES TR
+$442.1K
35,448
+3%
增持
ESGD
ISHARES TR
+$405.4K
44,416
+5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$395.8K
69,782
+3%
增持
MOTI
VANECK ETF TRUST
+$363.6K
82,943
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$359.3K
232,715
-0%
减持
VV
VANGUARD INDEX FDS
+$340.1K
35,110
-2%
增持
AMZN
AMAZON COM INC
+$326.2K
15,367
+2%
减持
VGT
VANGUARD WORLD FDS
+$306.8K
4,683
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$294.8K
4,963
-0%
减持
SPYV
SPDR SER TR
+$283.5K
217,392
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$283.0K
195,719
+1%
增持
VO
VANGUARD INDEX FDS
+$279.2K
35,749
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$255.1K
105,071
-5%
增持
GOOG
ALPHABET INC
+$252.8K
13,070
+5%
减持
BIL
SPDR SER TR
-$246.7K
7,281
-27%
增持
IEMG
ISHARES INC
+$244.1K
49,888
+6%
增持
ESGE
ISHARES INC
+$239.0K
56,781
+10%
建仓
DUOT
DUOS TECHNOLOGIES GROUP INC
+$233.3K
83,334
增持
JNJ
JOHNSON & JOHNSON
-$230.1K
11,590
+1%
增持
META
META PLATFORMS INC
+$227.9K
2,291
+7%
增持
VNQ
VANGUARD INDEX FDS
+$217.3K
239,822
+0%
减持
DEM
WISDOMTREE TR
-$215.1K
154,783
-9%
增持
EAGG
ISHARES TR
+$214.1K
38,287
+10%
减持
DIS
DISNEY WALT CO
+$214.0K
16,659
-0%
减持
IJK
ISHARES TR
+$210.8K
83,436
-1%
减持
IDV
ISHARES TR
-$206.8K
143,438
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$205.1K
66,085
-0%
增持
GOOGL
ALPHABET INC
+$198.2K
12,543
+0%
减持
NVDA
NVIDIA CORPORATION
+$169.6K
1,351
-4%
增持
SCHH
SCHWAB STRATEGIC TR
+$167.3K
125,030
+6%
增持
XJH
ISHARES TR
+$166.7K
43,343
+9%
减持
QCOM
QUALCOMM INC
+$165.1K
10,549
-2%
减持
VOE
VANGUARD INDEX FDS
-$163.4K
33,686
-3%
增持
FSLR
FIRST SOLAR INC
+$152.5K
1,659
+19%
减持
TSLA
TESLA INC
+$147.5K
1,851
-4%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$147.2K
33,572
-5%
减持
IVV
ISHARES TR
+$147.0K
10,531
-3%
建仓
BBN
BLACKROCK TAX MUNICPAL BD TR
+$138.6K
7,735
增持
ESGV
VANGUARD WORLD FD
+$138.6K
12,922
+8%
减持
CVS
CVS HEALTH CORP
-$137.3K
6,167
-4%
减持
MMM
3M CO
-$136.6K
7,604
-3%
增持
PFE
PFIZER INC
-$135.8K
13,078
+0%
减持
ABT
ABBOTT LABS
-$131.2K
14,636
-0%
减持
VTI
VANGUARD INDEX FDS
+$131.2K
11,968
-1%
减持
GNR
SPDR INDEX SHS FDS
-$126.2K
198,293
-1%
减持
SPMD
SPDR SER TR
+$122.6K
88,045
-0%
减持
DE
DEERE & CO
-$107.5K
2,177
-7%
减持
MINT
PIMCO ETF TR
-$106.6K
5,534
-17%
增持
SUSB
ISHARES TR
+$103.9K
53,687
+7%
减持
CRM
SALESFORCE INC
+$102.6K
1,533
-0%
增持
SLYV
SPDR SER TR
+$102.3K
39,089
+1%
增持
CSCO
CISCO SYS INC
+$101.7K
20,935
+0%
减持
CI
THE CIGNA GROUP
-$97.6K
1,248
-1%
增持
SUSC
ISHARES TR
+$94.3K
26,414
+15%
增持
VSGX
VANGUARD WORLD FD
+$91.9K
20,299
+3%
增持
SHY
ISHARES TR
+$87.5K
7,501
+15%
减持
BBY
BEST BUY INC
-$87.1K
20,548
-3%
减持
ORCL
ORACLE CORP
+$85.5K
9,231
-2%
增持
BAC
BANK AMERICA CORP
-$84.5K
21,233
+2%
建仓
GVI
ISHARES TR
+$82.8K
792
减持
MRK
MERCK & CO INC
-$82.2K
6,373
-7%
减持
ABBV
ABBVIE INC
-$81.7K
9,347
-4%
增持
ITM
VANECK ETF TRUST
+$80.0K
23,384
+6%
减持
—
MEDTRONIC PLC
+$76.7K
28,615
-0%
增持
IEFA
ISHARES TR
+$74.8K
12,956
+1%
减持
WFC
WELLS FARGO CO NEW
-$74.0K
14,656
-3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$73.4K
1,425
+486%
减持
HD
HOME DEPOT INC
-$73.2K
2,082
-4%
减持
—
BLACKROCK INC
-$71.9K
744
-7%
减持
MCD
MCDONALDS CORP
+$71.7K
5,641
-1%
减持
CVX
CHEVRON CORP NEW
-$71.0K
3,942
-1%
减持
NVO
NOVO-NORDISK A S
+$62.9K
2,784
-1%
减持
V
VISA INC
+$60.6K
3,681
-1%
增持
SUSA
ISHARES TR
+$59.6K
10,482
+0%
增持
RAFE
PIMCO EQUITY SER
+$59.5K
30,264
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$58.3K
292
+78%
增持
TGT
TARGET CORP
+$58.2K
3,361
+0%
减持
VOT
VANGUARD INDEX FDS
+$56.1K
5,586
-3%
清仓
—
INVESCO BLDRS INDEX FDS TR
-$55.3K
0
-100%
增持
BX
BLACKSTONE INC
+$54.8K
2,386
+14%
减持
TRV
TRAVELERS COMPANIES INC
-$54.2K
3,158
-1%
建仓
HYS
PIMCO ETF TR
+$52.4K
574
建仓
QTWO
Q2 HLDGS INC
+$51.9K
2,107
减持
USB
US BANCORP DEL
-$51.2K
6,711
-0%
减持
IYLD
ISHARES TR
-$50.9K
3,277
-45%
减持
—
FTAI AVIATION LTD
+$47.4K
7,511
-21%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$46.0K
1,131
+96%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$45.6K
6,970
+15%
减持
SPYM
SPDR SER TR
+$44.7K
32,246
-4%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$44.4K
1,000
增持
DON
WISDOMTREE TR
+$43.9K
383,477
+1%
增持
HON
HONEYWELL INTL INC
-$42.5K
2,008
+1%
建仓
IEI
ISHARES TR
+$41.6K
354
建仓
PFF
ISHARES TR
+$41.0K
1,312
减持
SHM
SPDR SER TR
-$38.1K
7,963
-10%
减持
VB
VANGUARD INDEX FDS
+$38.0K
9,748
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$37.9K
2,290
-10%
增持
—
EXXON MOBIL CORP
+$36.8K
8,760
+5%
增持
VOO
VANGUARD INDEX FDS
+$35.9K
825
+6%
减持
IWF
ISHARES TR
+$35.2K
1,205
-0%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$34.2K
800
-11%
增持
TWO
TWO HBRS INVT CORP
+$33.8K
10,460
+37%
减持
KO
COCA COLA CO
-$33.5K
16,674
-1%
减持
IVW
ISHARES TR
+$32.8K
13,594
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$32.4K
430
+187%
减持
—
PIONEER NAT RES CO
-$32.4K
394
-20%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$32.2K
56,895
-6%
减持
XEL
XCEL ENERGY INC
-$31.7K
2,166
-15%
建仓
IGIB
ISHARES TR
+$31.4K
612
建仓
IGSB
ISHARES TR
+$31.3K
620
减持
CAH
CARDINAL HEALTH INC
-$31.2K
300
-57%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$31.1K
9,500
-3%
增持
QUAL
ISHARES TR
+$30.0K
1,036
+20%
增持
VTIP
VANGUARD MALVERN FDS
+$29.8K
9,235
+5%
增持
TXN
TEXAS INSTRS INC
+$29.8K
1,156
+3%
增持
JPM
JPMORGAN CHASE & CO
-$29.7K
10,940
+1%
