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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 1
增持 74
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$10.3M
425,543
+51%
减持
BSV
VANGUARD BD INDEX FDS
-$10.3M
214,186
-38%
增持
MOAT
VANECK ETF TRUST
+$9.6M
804,748
+9%
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
SCHD
SCHWAB STRATEGIC TR
+$9.3M
540,022
+32%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.9M
269,452
+16%
增持
VUG
VANGUARD INDEX FDS
+$5.5M
32,076
+124%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.2M
1,100,869
+10%
增持
IJH
ISHARES TR
+$3.8M
184,317
+4%
增持
MDYV
SPDR SER TR
+$3.1M
293,633
+14%
增持
SPYV
SPDR SER TR
+$2.7M
266,350
+23%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.3M
59,744
-43%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.2M
80,264
+15%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.2M
26,831
-53%
增持
MDYG
SPDR SER TR
+$2.0M
183,812
+13%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.9M
200,576
+12%
增持
SLYG
SPDR SER TR
+$1.6M
72,907
+35%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.5M
329,130
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
706,960
+5%
减持
MSFT
MICROSOFT CORP
+$1.3M
26,833
-2%
增持
AAPL
APPLE INC
+$1.3M
37,055
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$1.2M
414,265
+9%
减持
AFL
AFLAC INC
+$1.1M
221,257
-0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.0M
24,448
-45%
增持
AVUV
AMERICAN CENTY ETF TR
+$990.1K
39,490
+41%
减持
IDV
ISHARES TR
-$942.9K
113,945
-21%
增持
SPSM
SPDR SER TR
+$895.5K
145,927
+15%
增持
IVLU
ISHARES TR
+$819.0K
489,409
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$658.7K
407,207
+1%
减持
DEM
WISDOMTREE TR
-$658.6K
135,917
-12%
增持
MOTI
VANECK ETF TRUST
+$607.9K
102,730
+24%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$545.6K
51,060
-12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$463.8K
390,539
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$457.0K
188,335
-4%
增持
SPMD
SPDR SER TR
+$450.1K
94,112
+7%
减持
VV
VANGUARD INDEX FDS
+$446.7K
34,558
-2%
减持
IAU
ISHARES GOLD TR
-$430.1K
245,689
-2%
增持
GNR
SPDR INDEX SHS FDS
-$414.3K
202,305
+2%
增持
EFG
ISHARES TR
+$413.9K
39,143
+10%
减持
AMAT
APPLIED MATLS INC
+$391.5K
18,457
-0%
减持
AMZN
AMAZON COM INC
+$377.3K
15,070
-2%
增持
SLYV
SPDR SER TR
+$350.7K
43,120
+10%
增持
RAFE
PIMCO EQUITY SER
+$337.7K
39,869
+32%
减持
PSO
PEARSON PLC
-$320.3K
27,462
-53%
减持
IVV
ISHARES TR
+$302.8K
10,392
-1%
减持
IJK
ISHARES TR
+$273.1K
83,195
-0%
减持
CF
CF INDS HLDGS INC
-$235.0K
72,095
-0%
清仓
DUOT
DUOS TECHNOLOGIES GROUP INC
-$233.3K
0
-100%
增持
GOOG
ALPHABET INC
+$228.5K
13,125
+0%
增持
ABBV
ABBVIE INC
-$226.3K
9,377
+0%
增持
—
MEDTRONIC PLC
+$221.3K
28,697
+0%
增持
GOOGL
ALPHABET INC
+$221.0K
12,716
+1%
减持
IJR
ISHARES TR
+$204.0K
126,333
-1%
减持
DIS
DISNEY WALT CO
-$196.7K
16,480
-1%
增持
XJH
ISHARES TR
+$195.3K
46,841
+8%
减持
IJJ
ISHARES TR
+$191.4K
44,454
-0%
增持
ESGV
VANGUARD WORLD FD
+$188.0K
14,227
+10%
增持
JPM
JPMORGAN CHASE & CO
+$182.5K
11,057
+1%
减持
DES
WISDOMTREE TR
-$171.4K
141,352
-5%
增持
GLDM
WORLD GOLD TR
-$166.0K
377,325
+2%
减持
SCHH
SCHWAB STRATEGIC TR
-$159.7K
116,663
-7%
增持
TSLA
TESLA INC
+$152.9K
2,051
+11%
减持
VO
VANGUARD INDEX FDS
+$151.4K
34,936
-2%
减持
ORCL
ORACLE CORP
+$147.9K
8,444
-9%
清仓
AGG
ISHARES TR
-$147.0K
0
-100%
清仓
BBN
BLACKROCK TAX MUNICPAL BD TR
-$138.6K
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$138.0K
1,367
+251%
减持
VTI
VANGUARD INDEX FDS
+$124.2K
11,653
-3%
减持
VOE
VANGUARD INDEX FDS
+$120.1K
33,505
-1%
减持
GIS
GENERAL MLS INC
-$115.5K
12,897
-0%
减持
VNQ
VANGUARD INDEX FDS
+$113.6K
239,689
-0%
增持
INFL
LISTED FD TR
+$112.5K
258,668
+2%
增持
ESGE
ISHARES INC
+$110.6K
60,007
+6%
减持
EAGG
ISHARES TR
-$109.6K
36,686
-4%
减持
ABT
ABBOTT LABS
+$104.3K
14,551
-1%
增持
PPG
PPG INDS INC
+$102.3K
700
+6264%
减持
NKE
NIKE INC
-$100.1K
2,549
-18%
增持
SUSA
ISHARES TR
+$98.9K
10,881
+4%
减持
MINT
PIMCO ETF TR
-$98.9K
4,515
-18%
增持
UNH
UNITEDHEALTH GROUP INC
+$95.2K
5,078
+2%
减持
QCOM
QUALCOMM INC
-$93.1K
10,524
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$91.4K
6,125
-12%
减持
JNJ
JOHNSON & JOHNSON
+$90.6K
11,401
-2%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$86.1K
0
-100%
增持
IWR
ISHARES TR
+$86.0K
6,911
+15%
清仓
GVI
ISHARES TR
-$82.8K
0
-100%
减持
KO
COCA COLA CO
-$80.5K
15,839
-5%
增持
BIL
SPDR SER TR
+$79.3K
8,145
+12%
增持
CL
COLGATE PALMOLIVE CO
+$77.4K
1,177
+565%
减持
VB
VANGUARD INDEX FDS
+$75.8K
9,671
-1%
减持
RELY
REMITLY GLOBAL INC
-$74.7K
5,384
-48%
减持
ITM
VANECK ETF TRUST
-$71.9K
22,027
-6%
减持
NANR
SPDR INDEX SHS FDS
-$71.5K
29,363
-1%
增持
VSGX
VANGUARD WORLD FD
+$70.9K
21,347
+5%
增持
AOA
ISHARES TR
+$70.6K
11,952
+5%
增持
LLY
LILLY ELI & CO
+$70.2K
548
+1%
增持
IEFA
ISHARES TR
+$70.0K
13,869
+7%
增持
CAG
CONAGRA BRANDS INC
+$68.2K
2,482
+501%
减持
LMT
LOCKHEED MARTIN CORP
-$67.6K
153
-48%
减持
ANSS
ANSYS INC
-$66.7K
310
-39%
增持
SUSC
ISHARES TR
+$66.2K
29,646
+12%
增持
TGT
TARGET CORP
-$65.9K
3,721
+11%
增持
ESGD
ISHARES TR
+$65.3K
44,647
+1%
减持
MMM
3M CO
-$65.0K
7,336
-4%
减持
MCD
MCDONALDS CORP
+$64.1K
5,501
-2%
增持
MRK
MERCK & CO INC
+$63.1K
6,423
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$62.6K
16,906
+6%
减持
QUAL
ISHARES TR
-$61.9K
494
-52%
增持
QQQ
INVESCO QQQ TR
+$59.7K
1,165
+1%
增持
SPIP
SPDR SER TR
+$59.0K
13,715
+24%
减持
IVW
ISHARES TR
+$58.4K
13,151
-3%
增持
FDX
FEDEX CORP
+$58.0K
342
+192%
减持
SHM
SPDR SER TR
-$55.7K
6,864
-14%
减持
NVDA
NVIDIA CORPORATION
+$55.4K
1,018
-25%
减持
VOT
VANGUARD INDEX FDS
+$55.0K
5,558
-1%
减持
—
EXXON MOBIL CORP
-$52.4K
8,468
-3%
清仓
HYS
PIMCO ETF TR
-$52.4K
0
-100%
减持
DON
WISDOMTREE TR
+$51.0K
374,931
-2%
增持
DLN
WISDOMTREE TR
+$51.0K
913
+694%
增持
CSX
CSX CORP
+$48.4K
11,386
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$47.7K
2,076
+31%
减持
IJT
ISHARES TR
+$46.3K
10,496
-1%
建仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$45.7K
2,240
增持
XLY
SELECT SECTOR SPDR TR
+$45.5K
2,025
+2%
增持
ECL
ECOLAB INC
+$44.1K
1,997
+1%
增持
SUSB
ISHARES TR
+$44.0K
55,865
+4%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$43.7K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$42.6K
870
+670%
清仓
IEI
ISHARES TR
-$41.6K
0
-100%
清仓
PFF
ISHARES TR
-$41.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$40.7K
465
+75%
增持
DAL
DELTA AIR LINES INC DEL
+$40.0K
3,116
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$37.9K
2,200
-4%
增持
PFE
PFIZER INC
-$37.6K
13,521
+3%
减持
NVS
NOVARTIS AG
+$36.6K
9,330
-5%
减持
IYLD
ISHARES TR
-$35.6K
1,410
-57%
增持
ICLN
ISHARES TR
-$35.1K
33,096
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$33.4K
65,558
-1%
清仓
VLO
VALERO ENERGY CORP
-$33.2K
0
-100%
增持
ESML
ISHARES TR
+$33.0K
13,236
+3%
减持
SPYM
SPDR SER TR
+$32.4K
30,418
-6%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$31.6K
32,105
-2%
清仓
IGIB
ISHARES TR
-$31.4K
0
-100%
清仓
IGSB
ISHARES TR
-$31.3K
0
-100%
减持
HD
HOME DEPOT INC
+$30.8K
2,077
-0%
增持
XJR
ISHARES TR
+$30.6K
12,621
+4%
减持
VTIP
VANGUARD MALVERN FDS
-$30.6K
8,667
-6%
减持
GILD
GILEAD SCIENCES INC
-$30.5K
4,384
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$30.2K
1,246
+80%
减持
BND
VANGUARD BD INDEX FDS
-$29.7K
446
-47%
增持
—
BLACKROCK INC
+$29.5K
763
+3%
