小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 52
减持 94
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MOAT
VANECK ETF TRUST
-$4.7M
784,241
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$4.5M
155,605
-27%
减持
SPYG
SPDR SER TR
-$4.0M
370,103
-13%
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
DON
WISDOMTREE TR
-$3.0M
312,538
-17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8M
263,391
-2%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
42,574
+33%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.2M
522,656
-3%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.1M
1,187,302
+8%
增持
IJH
ISHARES TR
-$1.7M
186,282
+1%
增持
VNQ
VANGUARD INDEX FDS
-$1.7M
242,443
+1%
增持
MDYV
SPDR SER TR
+$1.5M
334,706
+14%
减持
AFL
AFLAC INC
+$1.5M
220,850
-0%
减持
DES
WISDOMTREE TR
-$1.3M
99,598
-30%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.2M
403,186
-1%
减持
CF
CF INDS HLDGS INC
+$1.2M
71,795
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
13,328
-50%
增持
AVUV
AMERICAN CENTY ETF TR
+$972.8K
51,797
+31%
减持
IJR
ISHARES TR
-$953.8K
123,346
-2%
减持
DEM
WISDOMTREE TR
-$927.3K
114,041
-16%
增持
AAPL
APPLE INC
-$829.9K
37,133
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$823.7K
384,174
-2%
减持
VV
VANGUARD INDEX FDS
-$819.4K
31,612
-9%
减持
MSFT
MICROSOFT CORP
-$763.4K
26,522
-1%
减持
IDV
ISHARES TR
-$751.7K
88,521
-22%
减持
IVV
ISHARES TR
-$623.4K
9,335
-10%
增持
VIGI
VANGUARD WHITEHALL FDS
+$608.4K
219,678
+10%
减持
VO
VANGUARD INDEX FDS
-$565.5K
34,220
-2%
增持
SLYG
SPDR SER TR
+$515.7K
83,617
+15%
增持
GNR
SPDR INDEX SHS FDS
+$483.5K
204,410
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$444.8K
45,488
-11%
减持
SPMD
SPDR SER TR
-$423.5K
88,954
-5%
减持
IAU
ISHARES GOLD TR
-$396.5K
244,188
-1%
增持
IVLU
ISHARES TR
+$359.8K
505,334
+3%
减持
SPYM
SPDR SER TR
-$359.0K
24,394
-20%
增持
SPSM
SPDR SER TR
+$338.5K
162,774
+12%
减持
MOTI
VANECK ETF TRUST
-$338.5K
97,908
-5%
减持
DFEM
DIMENSIONAL ETF TRUST
-$331.0K
240,446
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$330.4K
62,399
-5%
减持
IJJ
ISHARES TR
-$318.4K
44,031
-1%
增持
GLDM
WORLD GOLD TR
-$304.0K
383,750
+2%
减持
VOE
VANGUARD INDEX FDS
-$298.1K
33,127
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$290.9K
53,900
-10%
增持
—
MEDTRONIC PLC
-$278.6K
28,708
+0%
减持
IJK
ISHARES TR
-$270.1K
82,634
-1%
建仓
AGG
ISHARES TR
+$267.8K
2,848
增持
SPDW
SPDR INDEX SHS FDS
+$258.8K
750,187
+6%
增持
EAGG
ISHARES TR
+$248.1K
43,677
+19%
减持
IEMG
ISHARES INC
-$238.0K
46,383
-7%
增持
INFL
LISTED FD TR
+$236.9K
267,556
+3%
减持
AMAT
APPLIED MATLS INC
-$235.5K
17,568
-5%
减持
SLYV
SPDR SER TR
-$213.0K
43,048
-0%
减持
VWOB
VANGUARD WHITEHALL FDS
-$207.1K
14,294
-15%
减持
MCD
MCDONALDS CORP
-$206.5K
5,447
-1%
增持
EFG
ISHARES TR
-$203.6K
40,916
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$181.7K
429,674
+4%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$178.6K
41,101
-4%
增持
ABT
ABBOTT LABS
-$176.6K
14,556
+0%
增持
GOOG
ALPHABET INC
+$175.4K
13,372
+2%
增持
INTC
INTEL CORP
+$173.2K
80,195
+0%
增持
BBY
BEST BUY INC
-$158.5K
21,250
+7%
减持
VTI
VANGUARD INDEX FDS
-$154.4K
11,358
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$149.5K
2,631
+20%
增持
—
EXXON MOBIL CORP
+$149.4K
8,995
+6%
增持
ESGD
ISHARES TR
-$147.5K
44,967
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$139.8K
21,775
-11%
增持
GIS
GENERAL MLS INC
-$137.8K
13,305
+3%
减持
GOOGL
ALPHABET INC
+$136.7K
12,676
-0%
减持
JNJ
JOHNSON & JOHNSON
-$134.6K
11,252
-1%
减持
SUSA
ISHARES TR
-$124.3K
9,943
-9%
增持
ICLN
ISHARES TR
-$123.4K
33,214
+0%
增持
VGT
VANGUARD WORLD FDS
-$123.1K
4,694
+0%
减持
ORCL
ORACLE CORP
-$119.7K
8,364
-1%
增持
DIS
DISNEY WALT CO
-$118.9K
16,686
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$116.6K
5,072
-0%
减持
VB
VANGUARD INDEX FDS
-$116.1K
9,559
-1%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$109.6K
54,566
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$107.7K
198,875
+6%
增持
MDYG
SPDR SER TR
+$107.0K
192,033
+4%
减持
ESGE
ISHARES INC
-$105.5K
59,198
-1%
清仓
ANSS
ANSYS INC
-$102.4K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
-$101.7K
122,632
+5%
减持
IVW
ISHARES TR
-$101.6K
12,062
-8%
减持
ABBV
ABBVIE INC
+$99.3K
9,142
-3%
减持
KO
COCA COLA CO
-$93.2K
15,373
-3%
减持
VOT
VANGUARD INDEX FDS
-$89.5K
5,412
-3%
减持
SPTM
SPDR SER TR
-$89.4K
3,677
-29%
减持
VTIP
VANGUARD MALVERN FDS
-$88.6K
6,819
-21%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$85.0K
30,749
-4%
减持
MRK
MERCK & CO INC
-$84.6K
6,377
-1%
增持
SPYV
SPDR SER TR
-$83.3K
276,855
+4%
增持
QCOM
QUALCOMM INC
-$82.8K
10,535
+0%
减持
TGT
TARGET CORP
-$81.6K
3,701
-1%
减持
DE
DEERE & CO
-$79.4K
2,127
-2%
增持
VOO
VANGUARD INDEX FDS
+$75.9K
1,049
+27%
减持
IJT
ISHARES TR
-$73.5K
10,328
-2%
减持
IJS
ISHARES TR
-$72.2K
8,006
-3%
减持
ECL
ECOLAB INC
-$69.9K
1,788
-10%
减持
ESGV
VANGUARD WORLD FD
-$66.2K
13,939
-2%
增持
PEP
PEPSICO INC
-$65.1K
4,244
+0%
清仓
QTWO
Q2 HLDGS INC
-$65.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$64.1K
4,036
+3%
减持
ITM
VANECK ETF TRUST
-$62.5K
21,594
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$61.6K
4,158
-21%
减持
IEFA
ISHARES TR
-$60.8K
13,603
-2%
增持
CMCSA
COMCAST CORP NEW
+$56.4K
4,900
+27%
增持
NVO
NOVO-NORDISK A S
+$55.8K
5,568
+100%
减持
MMM
3M CO
-$55.3K
7,252
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$54.8K
414,518
+416%
增持
SUSB
ISHARES TR
+$52.8K
58,416
+5%
减持
PFE
PFIZER INC
-$52.8K
13,361
-1%
减持
USB
US BANCORP DEL
-$48.5K
6,712
-18%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$47.5K
993
减持
SPIP
SPDR SER TR
-$45.9K
12,420
-9%
减持
NANR
SPDR INDEX SHS FDS
-$39.1K
27,831
-5%
减持
BIL
SPDR SER TR
-$38.1K
7,730
-5%
减持
ENB
ENBRIDGE INC
-$37.5K
9,066
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$36.8K
443
-51%
减持
—
ACCENTURE PLC IRELAND
-$36.5K
1,096
-9%
减持
AOR
ISHARES TR
-$36.2K
1,674
-28%
增持
AMGN
AMGEN INC
+$35.5K
751
+0%
增持
AXP
AMERICAN EXPRESS CO
-$34.9K
1,465
+1%
增持
HON
HONEYWELL INTL INC
-$34.2K
2,049
+3%
增持
T
AT&T INC
+$34.1K
7,019
+57%
减持
DAL
DELTA AIR LINES INC DEL
-$33.6K
3,096
-1%
增持
AVEM
AMERICAN CENTY ETF TR
-$32.4K
334,877
+2%
减持
F
FORD MTR CO DEL
-$32.2K
700
-74%
减持
BX
BLACKSTONE INC
+$32.0K
2,369
-1%
减持
V
VISA INC
-$32.0K
3,485
-1%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$31.7K
32,051
-2%
增持
JPM
JPMORGAN CHASE & CO
+$31.0K
11,303
+2%
减持
IWR
ISHARES TR
-$31.0K
6,841
-1%
增持
AOA
ISHARES TR
-$30.9K
12,002
+0%
减持
CSCO
CISCO SYS INC
+$30.8K
21,338
-1%
减持
IWD
ISHARES TR
-$30.8K
1,783
-7%
减持
WFC
WELLS FARGO CO NEW
-$30.8K
14,556
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$30.7K
15,345
-0%
减持
XJR
ISHARES TR
-$30.3K
12,453
-1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$29.6K
1,800
-21%
减持
QQQ
INVESCO QQQ TR
-$29.5K
1,119
-4%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$28.0K
1,350
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$27.4K
1,762
-17%
减持
PSX
PHILLIPS 66
+$26.4K
1,295
-4%
增持
BAC
BANK AMERICA CORP
-$26.2K
20,993
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$25.0K
1,059
-0%
减持
EFA
ISHARES TR
-$23.2K
6,344
-0%
减持
NVS
NOVARTIS AG
-$20.5K
9,042
-3%
增持
TXN
TEXAS INSTRS INC
-$20.3K
1,162
+2%
增持
NEE
NEXTERA ENERGY INC
-$20.2K
1,302
+2%
减持
LLY
ELI LILLY & CO
+$20.2K
516
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$20.0K
1,182
-17%
