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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 29
减持 115
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$29.8M
218,190
+28%
增持
SPMD
SPDR SER TR
+$19.0M
876,649
+80%
增持
SPDW
SPDR INDEX SHS FDS
+$12.7M
2,038,451
+24%
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
SCHD
SCHWAB STRATEGIC TR
-$9.6M
386,172
-21%
减持
FNDF
SCHWAB STRATEGIC TR
-$8.6M
718,074
-24%
增持
SPEM
SPDR INDEX SHS FDS
+$8.1M
963,985
+24%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.1M
137,852
-22%
减持
MDYV
SPDR SER TR
-$6.1M
182,912
-29%
减持
AVEM
AMERICAN CENTY ETF TR
-$5.1M
147,833
-39%
减持
BSV
VANGUARD BD INDEX FDS
-$4.6M
12,386
-83%
减持
GLDM
WORLD GOLD TR
-$3.2M
171,854
-32%
减持
IJH
ISHARES TR
-$3.1M
760,840
-3%
减持
VIGI
VANGUARD WHITEHALL FDS
-$2.8M
131,898
-20%
增持
VUG
VANGUARD INDEX FDS
+$2.8M
72,090
+3%
减持
INFL
LISTED FD TR
-$2.6M
72,885
-52%
减持
IVLU
ISHARES TR
-$2.4M
411,237
-15%
减持
DON
WISDOMTREE TR
-$2.4M
93,886
-33%
减持
MDYG
SPDR SER TR
-$2.2M
127,391
-14%
减持
SPYV
SPDR SER TR
-$2.0M
165,068
-18%
减持
SLYG
SPDR SER TR
-$1.9M
49,157
-29%
增持
SPSM
SPDR SER TR
+$1.6M
508,713
+12%
减持
VTEB
VANGUARD MUN BD FDS
-$1.5M
150,727
-16%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
74,030
+56%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
31,523
-27%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.2M
284,930
-9%
减持
APG
API GROUP CORP
-$1.1M
332,850
-4%
减持
AAPL
APPLE INC
+$1.1M
32,965
-3%
减持
INTC
INTEL CORP
-$1.1M
77,180
-2%
减持
SLYV
SPDR SER TR
-$1.1M
27,202
-29%
增持
XVV
ISHARES TR
+$847.0K
58,618
+46%
减持
IEMG
ISHARES INC
-$753.7K
13,543
-53%
减持
CF
CF INDS HLDGS INC
-$717.2K
69,744
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$665.0K
295,114
-9%
减持
AFL
AFLAC INC
+$645.8K
218,335
-1%
减持
VO
VANGUARD INDEX FDS
-$613.1K
30,068
-5%
增持
MOAT
VANECK ETF TRUST
-$609.2K
814,007
+3%
增持
SPYM
SPDR SER TR
+$528.1K
40,589
+21%
减持
MSFT
MICROSOFT CORP
+$517.5K
26,546
-2%
减持
DEM
WISDOMTREE TR
-$505.8K
30,559
-30%
减持
IAU
ISHARES GOLD TR
-$492.7K
187,333
-10%
增持
NVDA
NVIDIA CORPORATION
+$484.1K
12,317
+973%
减持
EAGG
ISHARES TR
-$477.2K
27,763
-26%
减持
IJJ
ISHARES TR
-$467.5K
38,788
-6%
减持
IJK
ISHARES TR
-$432.3K
76,204
-3%
减持
RAFE
PIMCO EQUITY SER
-$411.1K
24,003
-32%
减持
SPYG
SPDR SER TR
+$400.6K
265,408
-7%
减持
DFEM
DIMENSIONAL ETF TRUST
-$395.4K
188,385
-12%
减持
VOE
VANGUARD INDEX FDS
-$385.3K
29,353
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$363.6K
362,812
-0%
增持
VV
VANGUARD INDEX FDS
+$354.6K
30,859
+1%
减持
DES
WISDOMTREE TR
-$339.2K
59,802
-11%
增持
DIS
DISNEY WALT CO
-$335.0K
15,710
+1%
减持
AMAT
APPLIED MATLS INC
+$307.6K
15,534
-5%
减持
QCOM
QUALCOMM INC
+$293.9K
10,112
-0%
减持
—
MEDTRONIC PLC
-$280.9K
28,108
-2%
增持
IJR
ISHARES TR
-$273.0K
117,661
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$258.1K
55,252
+6%
减持
VGT
VANGUARD WORLD FD
+$228.1K
4,596
-0%
减持
GOOG
ALPHABET INC
+$222.8K
11,631
-7%
减持
GOOGL
ALPHABET INC
+$217.9K
11,790
-8%
减持
VWOB
VANGUARD WHITEHALL FDS
-$213.3K
5,573
-37%
减持
GNR
SPDR INDEX SHS FDS
-$212.1K
6,378
-35%
增持
FSLR
FIRST SOLAR INC
+$210.0K
2,911
+10%
增持
ESGE
ISHARES INC
+$198.5K
70,981
+5%
减持
IDV
ISHARES TR
-$177.0K
63,744
-8%
减持
V
VISA INC
-$171.5K
2,983
-13%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$169.6K
2,706
-42%
减持
ESGV
VANGUARD WORLD FD
-$169.5K
9,582
-18%
减持
JNJ
JOHNSON & JOHNSON
-$155.0K
11,283
-1%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$151.3K
36,256
-3%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$144.9K
26,449
-6%
减持
CVS
CVS HEALTH CORP
-$140.8K
5,900
-4%
减持
SUSC
ISHARES TR
-$138.8K
29,424
-16%
减持
SPIP
SPDR SER TR
-$138.1K
9,273
-36%
减持
EFG
ISHARES TR
-$136.3K
41,018
-2%
减持
VB
VANGUARD INDEX FDS
-$134.1K
8,700
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$129.0K
46,209
+6%
减持
VNQ
VANGUARD INDEX FDS
-$127.7K
393
-79%
增持
ABT
ABBOTT LABS
-$126.7K
13,576
+0%
减持
HD
HOME DEPOT INC
-$124.2K
1,908
-6%
减持
PSO
PEARSON PLC
-$118.5K
19,462
-29%
减持
NVO
NOVO-NORDISK A S
-$118.0K
4,187
-25%
减持
TGT
TARGET CORP
-$115.5K
3,351
-3%
增持
XJR
ISHARES TR
+$113.5K
20,960
+21%
减持
DE
DEERE & CO
-$109.2K
1,947
-4%
减持
IJT
ISHARES TR
-$105.2K
8,995
-7%
增持
—
EXXON MOBIL CORP
+$103.6K
9,668
+11%
减持
ESML
ISHARES TR
-$102.4K
10,714
-16%
减持
JPM
JPMORGAN CHASE & CO.
-$102.2K
9,797
-6%
减持
CSCO
CISCO SYS INC
-$102.0K
19,458
-5%
建仓
—
THOMSON REUTERS CORP.
+$101.5K
602
清仓
—
PIONEER NAT RES CO
-$100.5K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$99.9K
2,499
-10%
增持
XJH
ISHARES TR
+$96.1K
66,097
+8%
增持
BSX
BOSTON SCIENTIFIC CORP
+$92.0K
7,298
+6%
减持
TRV
TRAVELERS COMPANIES INC
-$91.1K
3,108
-1%
增持
SMOG
VANECK ETF TRUST
+$90.9K
2,497
+64%
减持
PG
PROCTER AND GAMBLE CO
-$90.7K
5,529
-11%
减持
MOTI
VANECK ETF TRUST
-$90.6K
75,688
-4%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$85.9K
34,194
-11%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$85.7K
26,862
-4%
减持
FAST
FASTENAL CO
-$85.4K
5,423
-2%
减持
WFC
WELLS FARGO CO NEW
-$81.7K
12,493
-12%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$81.6K
988
-51%
减持
AXP
AMERICAN EXPRESS CO
-$76.9K
1,009
-26%
增持
ESGD
ISHARES TR
+$75.8K
52,038
+3%
增持
ABBV
ABBVIE INC
-$74.4K
9,097
+1%
减持
MRK
MERCK & CO INC
-$74.0K
5,836
-3%
减持
AGG
ISHARES TR
-$73.8K
2,706
-21%
减持
VTI
VANGUARD INDEX FDS
+$73.2K
10,475
-0%
增持
GIS
GENERAL MLS INC
-$71.1K
13,095
+2%
建仓
SOLV
SOLVENTUM CORP
+$70.4K
1,332
减持
MUB
ISHARES TR
-$62.8K
11,498
-4%
减持
NVS
NOVARTIS AG
+$62.5K
8,456
-2%
减持
IJS
ISHARES TR
-$62.0K
6,796
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$61.4K
5,900
+4%
减持
VOT
VANGUARD INDEX FDS
-$59.7K
4,731
-3%
减持
UNP
UNION PAC CORP
-$59.0K
398
-34%
减持
SUSA
ISHARES TR
-$58.1K
8,159
-9%
减持
BMO
BANK MONTREAL QUE
-$55.8K
500
-50%
减持
—
ACCENTURE PLC IRELAND
-$55.4K
1,002
-3%
减持
—
ALLETE INC
-$53.9K
5,297
-18%
减持
BA
BOEING CO
-$53.3K
1,003
-18%
减持
—
CHUBB LIMITED
-$50.0K
184
-51%
增持
NKE
NIKE INC
-$47.4K
2,550
+0%
清仓
—
VANECK ETF TRUST
-$47.2K
0
-100%
减持
IWM
ISHARES TR
-$46.6K
2,660
-5%
减持
CMCSA
COMCAST CORP NEW
-$46.3K
3,103
-20%
减持
SHY
ISHARES TR
-$46.3K
7,271
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$43.8K
58,352
-1%
减持
MMM
3M CO
-$43.7K
6,919
-2%
减持
IVW
ISHARES TR
-$43.5K
9,441
-13%
减持
NANR
SPDR INDEX SHS FDS
-$43.5K
2,549
-24%
减持
PEP
PEPSICO INC
-$43.2K
4,028
-0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$43.2K
1,116
-37%
减持
PSX
PHILLIPS 66
-$42.1K
673
-20%
减持
PFE
PFIZER INC
-$40.0K
11,482
-12%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$39.8K
1,004
-3%
减持
AOA
ISHARES TR
-$39.0K
7,265
-8%
减持
LLY
ELI LILLY & CO
-$37.6K
499
-21%
减持
VFVA
VANGUARD WELLINGTON FD
-$36.5K
278
-51%
减持
VSGX
VANGUARD WORLD FD
-$35.8K
19,786
-3%
减持
WMT
WALMART INC
-$35.8K
4,866
-20%
减持
ORCL
ORACLE CORP
+$35.7K
7,121
-8%
建仓
SABA
SABA CAPITAL INCOME & OPPORT
+$35.3K
4,523
减持
QQQ
INVESCO QQQ TR
+$35.1K
1,024
-0%
清仓
—
SABA CAPITAL INCOME & OPPORT
-$34.6K
0
-100%
减持
ICLN
ISHARES TR
-$34.3K
29,368
-4%
减持
BAC
BANK AMERICA CORP
+$33.8K
19,197
-0%
减持
AIQ
GLOBAL X FDS
-$33.0K
1,827
-37%
