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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 59
减持 85
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.8M
26,826
+187%
增持
IJH
ISHARES TR
+$6.7M
191,800
+3%
减持
MOAT
VANECK ETF TRUST
+$5.7M
767,431
-2%
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
+$5.2M
1,269,181
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$4.1M
803,890
+7%
增持
MDYV
SPDR SER TR
+$3.9M
348,366
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$3.8M
102,475
-34%
减持
VNQ
VANGUARD INDEX FDS
-$3.1M
172,565
-29%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.9M
233,532
+6%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
46,129
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
254,743
-3%
增持
SPSM
SPDR SER TR
+$2.2M
194,300
+19%
减持
APG
API GROUP CORP
+$2.1M
354,425
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
410,455
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$2.0M
463,935
+8%
增持
MSFT
MICROSOFT CORP
+$2.0M
27,516
+4%
增持
MDYG
SPDR SER TR
+$1.9M
201,032
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.7M
36,212
+3547%
增持
SLYG
SPDR SER TR
+$1.7M
93,235
+12%
增持
SPYV
SPDR SER TR
+$1.7M
280,495
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
61,455
+19%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.4M
466,890
-11%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
338,927
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.4M
414,402
-0%
减持
IJR
ISHARES TR
+$1.3M
119,893
-3%
减持
GLDM
WORLD GOLD TR
+$1.3M
374,752
-2%
减持
AFL
AFLAC INC
+$1.2M
220,395
-0%
减持
INTC
INTEL CORP
+$1.1M
79,203
-1%
增持
SPYM
SPDR SER TR
+$1.0M
40,681
+67%
增持
IVLU
ISHARES TR
+$1.0M
521,214
+3%
减持
SPYG
SPDR SER TR
+$898.2K
351,029
-5%
减持
IAU
ISHARES GOLD TR
+$770.6K
238,655
-2%
增持
EFG
ISHARES TR
+$760.6K
44,312
+8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$674.4K
52,900
+16%
减持
AAPL
APPLE INC
+$645.0K
36,371
-2%
减持
ITM
VANECK ETF TRUST
-$637.1K
6,702
-69%
减持
DEM
WISDOMTREE TR
-$501.8K
92,734
-19%
减持
VV
VANGUARD INDEX FDS
+$458.7K
30,460
-4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$454.9K
6,577
-51%
减持
IJK
ISHARES TR
+$454.0K
81,084
-2%
减持
IJJ
ISHARES TR
+$430.5K
42,744
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$424.0K
376,825
-2%
减持
SPMD
SPDR SER TR
+$398.5K
88,132
-1%
增持
IWM
ISHARES TR
+$391.7K
2,832
+183%
减持
VO
VANGUARD INDEX FDS
+$387.8K
32,298
-6%
减持
VOE
VANGUARD INDEX FDS
+$378.9K
32,530
-2%
减持
AMZN
AMAZON COM INC
+$369.8K
15,256
-0%
增持
INFL
LISTED FD TR
+$361.8K
270,294
+1%
减持
SLYV
SPDR SER TR
+$356.7K
41,677
-3%
增持
GNR
SPDR INDEX SHS FDS
+$332.4K
206,922
+1%
增持
ESGD
ISHARES TR
+$309.0K
45,242
+1%
减持
QCOM
QUALCOMM INC
+$307.4K
10,215
-3%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$303.2K
11,353
-70%
减持
VGT
VANGUARD WORLD FDS
+$288.1K
4,619
-2%
增持
XJH
ISHARES TR
+$286.8K
51,334
+5%
减持
AMAT
APPLIED MATLS INC
+$263.9K
16,636
-5%
减持
DFEM
DIMENSIONAL ETF TRUST
+$255.5K
234,788
-2%
减持
SCHH
SCHWAB STRATEGIC TR
+$232.4K
116,328
-5%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$218.9K
41,090
-0%
减持
VB
VANGUARD INDEX FDS
+$212.9K
9,470
-1%
增持
EAGG
ISHARES TR
+$202.8K
45,693
+5%
减持
VTEB
VANGUARD MUN BD FDS
+$198.1K
191,262
-4%
减持
IDV
ISHARES TR
-$195.9K
73,332
-17%
减持
JPM
JPMORGAN CHASE & CO
+$191.5K
10,762
-5%
减持
VWOB
VANGUARD WHITEHALL FDS
-$190.2K
10,282
-28%
减持
—
EXXON MOBIL CORP
-$188.3K
8,694
-3%
增持
SUSC
ISHARES TR
+$187.8K
37,621
+19%
减持
SHM
SPDR SER TR
-$187.3K
2,720
-60%
增持
EFA
ISHARES TR
+$182.7K
8,227
+30%
减持
ABT
ABBOTT LABS
+$169.2K
14,345
-1%
减持
—
TEMPLETON GLOBAL INCOME FD
-$168.9K
9,046
-83%
增持
WFC
WELLS FARGO CO NEW
+$166.0K
15,456
+6%
减持
IJT
ISHARES TR
+$157.6K
10,312
-0%
增持
ESGE
ISHARES INC
+$148.2K
60,534
+2%
减持
MCD
MCDONALDS CORP
+$146.9K
5,335
-2%
增持
SPIP
SPDR SER TR
+$146.8K
17,807
+43%
增持
CRM
SALESFORCE INC
+$143.8K
1,832
+10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$141.2K
60,168
-4%
增持
—
MEDTRONIC PLC
+$136.2K
28,960
+1%
减持
RAFE
PIMCO EQUITY SER
+$132.7K
41,140
-1%
减持
DIS
DISNEY WALT CO
+$131.6K
16,436
-1%
增持
GOOGL
ALPHABET INC
+$128.6K
12,795
+1%
增持
BIL
SPDR SER TR
+$124.7K
9,131
+18%
减持
BAC
BANK AMERICA CORP
+$121.9K
20,692
-1%
增持
SUSA
ISHARES TR
+$118.3K
10,077
+1%
增持
MMM
3M CO
+$117.2K
7,283
+0%
减持
ESGV
VANGUARD WORLD FD
+$116.6K
13,697
-2%
减持
VTI
VANGUARD INDEX FDS
+$115.7K
10,657
-6%
减持
—
BLACKROCK INC
+$115.6K
797
-3%
减持
META
META PLATFORMS INC
+$114.3K
2,266
-1%
增持
IEFA
ISHARES TR
+$112.9K
14,048
+3%
增持
AOA
ISHARES TR
+$111.5K
12,650
+5%
增持
VSGX
VANGUARD WORLD FD
+$109.0K
22,170
+0%
减持
TGT
TARGET CORP
+$108.5K
3,635
-2%
减持
DES
WISDOMTREE TR
-$107.3K
83,973
-16%
减持
V
VISA INC
+$103.1K
3,475
-0%
减持
VOT
VANGUARD INDEX FDS
+$101.8K
5,264
-3%
增持
GDX
VANECK ETF TRUST
+$99.7K
16,953
+7%
减持
SPY
SPDR S&P 500 ETF TR
-$98.5K
2,159
-18%
增持
AGG
ISHARES TR
+$96.7K
3,673
+29%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$95.6K
29,665
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$92.8K
5,653
-14%
减持
HD
HOME DEPOT INC
+$91.1K
2,086
-0%
减持
DON
WISDOMTREE TR
-$88.1K
278,255
-11%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$87.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$85.7K
11,728
+4%
增持
SHY
ISHARES TR
+$79.5K
8,130
+12%
减持
MOTI
VANECK ETF TRUST
-$76.9K
91,334
-7%
增持
MINT
PIMCO ETF TR
+$75.9K
5,250
+17%
增持
XJR
ISHARES TR
+$74.3K
12,704
+2%
减持
ORCL
ORACLE CORP
-$71.9K
7,721
-8%
增持
FSLR
FIRST SOLAR INC
+$70.5K
2,382
+13%
减持
CSCO
CISCO SYS INC
-$70.3K
21,315
-0%
增持
NVDA
NVIDIA CORPORATION
+$67.7K
1,001
+2%
减持
BNY
BANK NEW YORK MELLON CORP
+$67.7K
7,736
-2%
减持
USB
US BANCORP DEL
+$67.3K
6,683
-0%
减持
IJS
ISHARES TR
+$67.2K
7,582
-5%
减持
IEMG
ISHARES INC
+$64.9K
44,924
-3%
增持
ABBV
ABBVIE INC
+$64.3K
9,208
+1%
减持
GOOG
ALPHABET INC
+$62.2K
12,952
-3%
减持
PFE
PFIZER INC
-$60.7K
13,285
-1%
增持
ESML
ISHARES TR
+$59.8K
13,551
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$58.5K
20,498
-6%
增持
ICLN
ISHARES TR
+$57.5K
34,880
+5%
减持
PG
PROCTER AND GAMBLE CO
-$56.7K
6,234
-6%
减持
CAG
CONAGRA BRANDS INC
-$54.4K
341
-85%
减持
NVO
NOVO-NORDISK A S
+$53.3K
5,410
-3%
增持
XVV
ISHARES TR
+$51.9K
2,671
+91%
增持
ET
ENERGY TRANSFER L P
+$50.9K
3,709
+16759%
增持
SCHV
SCHWAB STRATEGIC TR
+$50.4K
930
+304%
减持
AXP
AMERICAN EXPRESS CO
+$48.8K
1,427
-3%
减持
HON
HONEYWELL INTL INC
+$47.0K
2,029
-1%
增持
NEM
NEWMONT CORP
+$46.4K
3,800
+27%
清仓
—
HORIZON THERAPEUTICS PUB L
-$46.3K
0
-100%
减持
IWR
ISHARES TR
+$46.3K
6,690
-2%
建仓
USAC
USA COMPRESSION PARTNERS LP
+$45.7K
2,000
减持
RTX
RTX CORPORATION
-$44.7K
1,749
-34%
建仓
TYG
TORTOISE ENERGY INFRA CORP
+$44.6K
1,550
减持
NVS
NOVARTIS AG
-$44.1K
8,685
-4%
减持
LLY
ELI LILLY & CO
-$44.0K
400
-22%
减持
—
ACCENTURE PLC IRELAND
+$43.4K
1,083
-1%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$42.9K
49,264
-10%
减持
SUSB
ISHARES TR
+$40.9K
58,394
-0%
增持
ENB
ENBRIDGE INC
+$40.5K
9,566
+6%
清仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$39.8K
0
-100%
增持
MRK
MERCK & CO INC
+$39.1K
6,381
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$39.0K
4,931
-3%
减持
RELY
REMITLY GLOBAL INC
-$38.7K
5,000
-7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$38.2K
2,836
+112%
建仓
ITA
ISHARES TR
+$38.0K
300
