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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 26
减持 109
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$76.8M
170,518
+536%
增持
SPDW
SPDR INDEX SHS FDS
+$31.5M
1,640,660
+104%
增持
SPMD
SPDR SER TR
+$21.7M
487,143
+453%
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
VNQ
VANGUARD INDEX FDS
-$15.1M
1,857
-99%
增持
SPEM
SPDR INDEX SHS FDS
+$11.8M
778,648
+68%
增持
SPSM
SPDR SER TR
+$11.3M
453,188
+133%
减持
GNR
SPDR INDEX SHS FDS
-$11.2M
9,811
-95%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$11.1M
176,796
-31%
增持
VUG
VANGUARD INDEX FDS
+$9.8M
70,202
+52%
减持
FNDF
SCHWAB STRATEGIC TR
-$9.1M
946,603
-25%
减持
MDYV
SPDR SER TR
-$6.1M
256,430
-26%
增持
MOAT
VANECK ETF TRUST
+$6.0M
790,994
+3%
减持
DON
WISDOMTREE TR
-$5.9M
139,530
-50%
增持
IJH
ISHARES TR
-$5.5M
784,796
+309%
减持
AVEM
AMERICAN CENTY ETF TR
-$5.0M
243,107
-28%
减持
VIGI
VANGUARD WHITEHALL FDS
-$5.0M
165,842
-29%
减持
GLDM
WORLD GOLD TR
-$4.2M
252,617
-33%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.1M
491,361
+5%
减持
INFL
LISTED FD TR
-$3.6M
151,676
-44%
减持
SPYV
SPDR SER TR
-$3.0M
200,540
-29%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$2.6M
311,518
-25%
清仓
SCHH
SCHWAB STRATEGIC TR
-$2.4M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$2.3M
72,892
-29%
减持
MDYG
SPDR SER TR
-$2.3M
147,934
-26%
减持
SPYG
SPDR SER TR
-$2.0M
285,256
-19%
减持
DEM
WISDOMTREE TR
-$1.9M
43,722
-53%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.9M
325,093
-14%
减持
SLYG
SPDR SER TR
-$1.7M
69,695
-25%
增持
XVV
ISHARES TR
+$1.5M
40,162
+1404%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.5M
43,236
-30%
减持
APG
API GROUP CORP
+$1.4M
347,850
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.4M
364,635
-11%
减持
NANR
SPDR INDEX SHS FDS
-$1.3M
3,341
-88%
减持
AAPL
APPLE INC
-$1.2M
34,020
-6%
减持
MSFT
MICROSOFT CORP
+$1.0M
26,971
-2%
减持
IEMG
ISHARES INC
-$793.6K
28,657
-36%
减持
VTEB
VANGUARD MUN BD FDS
-$732.5K
178,486
-7%
减持
IJK
ISHARES TR
+$723.2K
78,320
-3%
增持
VV
VANGUARD INDEX FDS
+$703.6K
30,649
+1%
减持
AFL
AFLAC INC
+$671.2K
219,587
-0%
减持
AMAT
APPLIED MATLS INC
+$662.1K
16,284
-2%
增持
ESGD
ISHARES TR
+$606.2K
50,354
+11%
减持
IAU
ISHARES GOLD TR
-$592.5K
207,623
-13%
增持
XJH
ISHARES TR
+$582.8K
61,329
+19%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$546.9K
47,458
+31%
增持
NVDA
NVIDIA CORPORATION
+$541.7K
1,148
+15%
减持
INTC
INTEL CORP
-$510.3K
78,553
-1%
减持
DES
WISDOMTREE TR
-$499.4K
67,382
-20%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$486.6K
43,671
-18%
增持
SPY
SPDR S&P 500 ETF TR
+$433.7K
2,791
+29%
减持
DFEM
DIMENSIONAL ETF TRUST
-$429.3K
213,063
-9%
减持
DIS
DISNEY WALT CO
+$410.9K
15,486
-6%
减持
EAGG
ISHARES TR
-$410.1K
37,638
-18%
减持
MOTI
VANECK ETF TRUST
-$380.7K
79,165
-13%
减持
VO
VANGUARD INDEX FDS
+$378.8K
31,588
-2%
清仓
—
FTAI AVIATION LTD
-$348.5K
0
-100%
减持
AOA
ISHARES TR
-$291.2K
7,926
-37%
减持
SLYV
SPDR SER TR
-$288.8K
38,367
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$287.8K
4,666
-5%
减持
AMZN
AMAZON COM INC
+$280.7K
14,407
-6%
减持
META
META PLATFORMS INC
+$266.7K
2,201
-3%
增持
LLY
ELI LILLY & CO
+$256.2K
629
+57%
减持
JPM
JPMORGAN CHASE & CO
+$253.1K
10,403
-3%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$252.9K
38,561
-22%
减持
SUSB
ISHARES TR
-$247.2K
48,296
-17%
减持
QCOM
QUALCOMM INC
+$242.9K
10,161
-1%
增持
ESGE
ISHARES INC
+$240.8K
67,686
+12%
减持
ABBV
ABBVIE INC
+$207.7K
8,977
-3%
减持
SPYM
SPDR SER TR
-$204.4K
33,636
-17%
减持
VTI
VANGUARD INDEX FDS
+$200.9K
10,500
-1%
增持
XJR
ISHARES TR
+$194.2K
17,367
+37%
减持
TSLA
TESLA INC
-$192.1K
1,873
-11%
减持
CF
CF INDS HLDGS INC
+$178.9K
70,744
-1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$175.5K
17,040
-17%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$174.3K
2,011
增持
NVO
NOVO-NORDISK A S
+$156.0K
5,574
+3%
减持
IJR
ISHARES TR
-$155.6K
116,022
-3%
减持
GOOGL
ALPHABET INC
+$142.3K
12,785
-0%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$142.1K
2,250
减持
—
EXXON MOBIL CORP
+$140.2K
8,684
-0%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$139.0K
0
-100%
增持
BIL
SPDR SER TR
+$136.5K
10,578
+16%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$130.1K
1,616
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$129.4K
4,635
-30%
减持
TRV
TRAVELERS COMPANIES INC
+$121.5K
3,142
-1%
减持
TWO
TWO HBRS INVT CORP
-$120.6K
1,896
-82%
减持
ICLN
ISHARES TR
-$117.6K
30,435
-13%
减持
IDV
ISHARES TR
-$111.7K
69,216
-6%
减持
IVLU
ISHARES TR
-$110.4K
485,547
-7%
增持
ITW
ILLINOIS TOOL WKS INC
+$109.5K
533
+316%
减持
—
MEDTRONIC PLC
+$107.6K
28,609
-1%
减持
MRK
MERCK & CO INC
+$100.8K
6,036
-5%
减持
BIIB
BIOGEN INC
-$98.2K
1,071
-16%
建仓
AIQ
GLOBAL X FDS
+$98.1K
2,890
减持
TGT
TARGET CORP
+$93.9K
3,451
-5%
减持
VWOB
VANGUARD WHITEHALL FDS
-$91.6K
8,831
-14%
减持
SMOG
VANECK ETF TRUST
-$89.3K
1,520
-30%
减持
PG
PROCTER AND GAMBLE CO
+$89.0K
6,179
-1%
建仓
NSC
NORFOLK SOUTHN CORP
+$88.2K
346
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$87.8K
59,089
-2%
减持
BA
BOEING CO
-$85.8K
1,222
-1%
减持
GOOG
ALPHABET INC
+$85.2K
12,548
-3%
减持
VOE
VANGUARD INDEX FDS
+$83.7K
30,793
-5%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$82.7K
28,240
-6%
减持
SPIP
SPDR SER TR
-$81.6K
14,589
-18%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$81.4K
51,888
-2%
减持
RAFE
PIMCO EQUITY SER
-$81.0K
35,333
-14%
减持
VTV
VANGUARD INDEX FDS
-$79.9K
2,119
-25%
减持
IVW
ISHARES TR
+$77.6K
10,863
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$72.9K
4,801
-25%
减持
BSX
BOSTON SCIENTIFIC CORP
+$69.7K
6,863
-1%
减持
ESGV
VANGUARD WORLD FD
-$69.7K
11,754
-14%
减持
SUSC
ISHARES TR
-$68.1K
35,115
-7%
建仓
VFVA
VANGUARD WELLINGTON FD
+$67.9K
569
减持
—
BLACKROCK INC
-$65.9K
697
-13%
减持
WFC
WELLS FARGO CO NEW
+$62.9K
14,210
-8%
减持
MINT
PIMCO ETF TR
-$61.0K
4,604
-12%
减持
IJS
ISHARES TR
-$58.4K
7,036
-7%
减持
HD
HOME DEPOT INC
+$58.1K
2,036
-2%
减持
VSGX
VANGUARD WORLD FD
-$56.6K
20,340
-8%
减持
CEG
CONSTELLATION ENERGY CORP
+$53.7K
847
-4%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$52.1K
805
-58%
清仓
ET
ENERGY TRANSFER L P
-$51.2K
0
-100%
减持
CSCO
CISCO SYS INC
-$50.4K
20,565
-4%
建仓
IWB
ISHARES TR
+$50.1K
174
减持
NEM
NEWMONT CORP
-$49.8K
3,000
-21%
减持
V
VISA INC
+$49.7K
3,420
-2%
减持
MMM
3M CO
-$45.4K
7,078
-3%
减持
AXP
AMERICAN EXPRESS CO
+$43.2K
1,364
-4%
清仓
GUNR
FLEXSHARES TR
-$42.5K
0
-100%
减持
ABT
ABBOTT LABS
-$41.6K
13,526
-6%
减持
EFG
ISHARES TR
+$40.8K
41,742
-6%
减持
CMCSA
COMCAST CORP NEW
-$40.4K
3,872
-18%
增持
WMT
WALMART INC
+$39.7K
6,070
+194%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$39.7K
1,037
-2%
减持
COR
CENCORA INC
-$39.6K
334
-43%
减持
NVS
NOVARTIS AG
-$39.2K
8,660
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$38.7K
244
+59%
清仓
ITA
ISHARES TR
-$38.0K
0
-100%
减持
SUSA
ISHARES TR
-$38.0K
8,930
-11%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$36.7K
1,852
-1%
增持
DSI
ISHARES TR
+$36.4K
2,914
+3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$36.1K
1,323
-53%
减持
GIS
GENERAL MLS INC
+$36.0K
12,855
-3%
增持
FSLR
FIRST SOLAR INC
+$35.9K
2,644
+11%
清仓
MLPX
GLOBAL X FDS
-$35.7K
0
-100%
清仓
SPAB
SPDR SER TR
-$35.3K
0
-100%
减持
UNP
UNION PAC CORP
-$35.2K
606
-19%
减持
PSX
PHILLIPS 66
-$34.6K
839
-35%
减持
JNJ
JOHNSON & JOHNSON
-$34.1K
11,405
-3%
