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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 35
减持 105
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$24.2M
249,033
+14%
增持
SPDW
SPDR INDEX SHS FDS
+$13.6M
2,266,280
+11%
增持
SPEM
SPDR INDEX SHS FDS
+$9.0M
1,097,660
+14%
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
MOAT
VANECK ETF TRUST
+$8.6M
815,739
+0%
减持
SPMD
SPDR SER TR
-$6.2M
709,256
-19%
减持
SCHD
SCHWAB STRATEGIC TR
-$6.0M
283,708
-27%
减持
AFL
AFLAC INC
+$4.9M
217,892
-0%
减持
FNDF
SCHWAB STRATEGIC TR
-$2.7M
600,369
-16%
减持
MDYV
SPDR SER TR
-$2.7M
134,411
-27%
减持
AVEM
AMERICAN CENTY ETF TR
-$2.6M
99,235
-33%
减持
IJH
ISHARES TR
+$2.6M
755,387
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
377,012
+4%
减持
SPSM
SPDR SER TR
+$1.9M
505,457
-1%
减持
INFL
LISTED FD TR
-$1.5M
23,241
-68%
增持
ESGD
ISHARES TR
+$1.5M
66,405
+28%
减持
GLDM
WORLD GOLD TR
-$1.4M
125,769
-27%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
297,686
+1%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
73,654
+2%
增持
XVV
ISHARES TR
+$1.1M
81,352
+39%
减持
MOTI
VANECK ETF TRUST
-$975.6K
39,870
-47%
减持
IJR
ISHARES TR
+$946.4K
115,392
-2%
减持
SLYG
SPDR SER TR
-$921.9K
35,428
-28%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$812.0K
286,120
+0%
减持
ESGE
ISHARES INC
-$801.5K
43,354
-39%
减持
AVUV
AMERICAN CENTY ETF TR
-$741.5K
21,748
-31%
减持
BSV
VANGUARD BD INDEX FDS
-$713.0K
3,012
-76%
减持
MSFT
MICROSOFT CORP
-$694.6K
25,959
-2%
增持
NKE
NIKE INC
+$684.2K
9,914
+289%
减持
VTEB
VANGUARD MUN BD FDS
-$662.9K
134,782
-11%
减持
INTC
INTEL CORP
-$650.3K
74,167
-4%
减持
DON
WISDOMTREE TR
-$642.6K
73,312
-22%
减持
AMAT
APPLIED MATLS INC
-$637.3K
14,989
-4%
增持
EAGG
ISHARES TR
+$580.6K
38,580
+39%
减持
CF
CF INDS HLDGS INC
+$566.6K
66,853
-4%
减持
AAPL
APPLE INC
+$564.2K
32,220
-2%
减持
DFEM
DIMENSIONAL ETF TRUST
-$554.3K
159,192
-15%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$506.1K
81,725
+10%
减持
GOOGL
ALPHABET INC
-$485.7K
10,020
-15%
减持
SLYV
SPDR SER TR
-$440.1K
19,467
-28%
减持
VIGI
VANGUARD WHITEHALL FDS
+$438.4K
126,405
-4%
减持
AMZN
AMAZON COM INC
-$426.0K
11,712
-13%
减持
GOOG
ALPHABET INC
-$410.3K
10,306
-11%
减持
SHY
ISHARES TR
-$406.9K
2,246
-69%
减持
GGG
GRACO INC
+$400.5K
54,441
-1%
减持
VV
VANGUARD INDEX FDS
+$397.4K
30,767
-0%
增持
XJH
ISHARES TR
+$381.1K
70,859
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$363.6K
4,686
+0%
增持
—
MEDTRONIC PLC
+$361.4K
28,588
+2%
减持
NVO
NOVO-NORDISK A S
-$337.2K
2,187
-48%
减持
DEM
WISDOMTREE TR
-$294.4K
23,383
-23%
减持
IVLU
ISHARES TR
-$284.1K
372,510
-9%
减持
BIL
SPDR SER TR
-$283.1K
7,176
-30%
减持
ESGV
VANGUARD WORLD FD
-$271.9K
6,433
-33%
减持
MDYG
SPDR SER TR
-$270.6K
118,963
-7%
减持
MCD
MCDONALDS CORP
+$256.2K
5,306
-1%
清仓
—
KELLANOVA
-$251.8K
0
-100%
增持
SUSC
ISHARES TR
+$245.3K
38,410
+31%
减持
IJJ
ISHARES TR
+$239.0K
37,533
-3%
减持
BBY
BEST BUY INC
+$219.9K
16,000
-6%
减持
IAU
ISHARES GOLD TR
+$212.5K
169,859
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$211.5K
57,671
-1%
减持
V
VISA INC
-$210.2K
2,083
-30%
减持
IJK
ISHARES TR
+$195.1K
75,160
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$192.3K
42,174
-9%
减持
SPYM
SPDR SER TR
-$187.4K
35,703
-12%
减持
JPM
JPMORGAN CHASE & CO.
-$180.2K
8,543
-13%
减持
AXP
AMERICAN EXPRESS CO
-$175.6K
214
-79%
增持
XJR
ISHARES TR
+$160.9K
22,834
+9%
减持
DES
WISDOMTREE TR
+$148.5K
58,317
-2%
减持
RAFE
PIMCO EQUITY SER
-$145.8K
18,807
-22%
减持
SCHW
SCHWAB CHARLES CORP
-$144.4K
15,375
-1%
减持
VTI
VANGUARD INDEX FDS
+$141.6K
10,396
-1%
减持
SPYV
SPDR SER TR
+$139.4K
154,839
-6%
增持
PSO
PEARSON PLC
+$138.7K
28,121
+44%
减持
PG
PROCTER AND GAMBLE CO
-$136.3K
4,478
-19%
增持
XEL
XCEL ENERGY INC
+$131.0K
4,016
+63%
减持
SAP
SAP SE
-$130.3K
22
-97%
减持
ABT
ABBOTT LABS
+$125.7K
13,476
-1%
减持
IDV
ISHARES TR
+$122.5K
62,398
-2%
减持
DIS
DISNEY WALT CO
-$117.4K
14,996
-5%
减持
BA
BOEING CO
-$116.7K
433
-57%
减持
MMM
3M CO
+$115.3K
6,016
-13%
减持
SPYG
SPDR SER TR
-$114.1K
255,040
-4%
增持
FSLR
FIRST SOLAR INC
+$113.5K
3,086
+6%
减持
WMT
WALMART INC
-$109.3K
2,727
-44%
清仓
SHM
SPDR SER TR
-$108.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$108.3K
2,559
+2%
减持
GIS
GENERAL MLS INC
+$108.2K
12,683
-3%
减持
—
ASTRAZENECA PLC
-$101.8K
351
-79%
增持
VGT
VANGUARD WORLD FD
+$94.9K
4,680
+2%
增持
VSGX
VANGUARD WORLD FD
+$93.2K
19,938
+1%
减持
SPIP
SPDR SER TR
-$92.9K
5,435
-41%
减持
—
HEARTLAND FINL USA INC
-$92.3K
3,351
-47%
减持
PFE
PFIZER INC
-$88.5K
8,042
-30%
增持
VOO
VANGUARD INDEX FDS
+$87.5K
1,160
+11%
减持
SUSA
ISHARES TR
-$87.4K
6,891
-16%
减持
TRV
TRAVELERS COMPANIES INC
+$86.3K
3,068
-1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$81.8K
3,706
+813%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$79.1K
26,317
-0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$78.4K
4,296
+749%
减持
NVDA
NVIDIA CORPORATION
-$77.5K
11,892
-3%
减持
META
META PLATFORMS INC
+$76.0K
2,031
-6%
减持
ESML
ISHARES TR
-$74.8K
8,076
-25%
增持
SMOG
VANECK ETF TRUST
+$72.7K
2,788
+12%
减持
BNY
BANK NEW YORK MELLON CORP
+$72.1K
7,451
-4%
减持
CMCSA
COMCAST CORP NEW
-$71.1K
1,207
-61%
减持
VOE
VANGUARD INDEX FDS
+$70.4K
26,755
-9%
减持
SUSB
ISHARES TR
-$68.2K
43,955
-8%
减持
MRK
MERCK & CO INC
-$65.2K
5,788
-1%
减持
GILD
GILEAD SCIENCES INC
+$61.4K
4,484
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$61.4K
1,828
-32%
减持
AGG
ISHARES TR
-$61.1K
1,990
-26%
清仓
—
INFINERA CORP
-$60.9K
0
-100%
减持
NANR
SPDR INDEX SHS FDS
-$60.0K
1,393
-45%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$59.7K
23,286
-13%
减持
GNR
SPDR INDEX SHS FDS
-$58.5K
5,162
-19%
减持
DE
DEERE & CO
+$58.0K
1,882
-3%
减持
KO
COCA COLA CO
+$56.5K
13,486
-6%
减持
BIIB
BIOGEN INC
-$51.3K
1,016
-5%
减持
IEMG
ISHARES INC
+$50.5K
13,508
-0%
清仓
ESGU
ISHARES TR
-$48.9K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$48.0K
27,410
-9%
增持
—
TRANE TECHNOLOGIES PLC
+$47.2K
240
+71%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$46.8K
126,821
-8%
增持
RTX
RTX CORPORATION
+$46.6K
1,685
+7%
减持
ORCL
ORACLE CORP
+$45.4K
6,167
-13%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$44.4K
0
-100%
增持
PEP
PEPSICO INC
+$44.4K
4,168
+3%
建仓
PHM
PULTE GROUP INC
+$43.1K
300
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$42.2K
53,228
-4%
增持
MINT
PIMCO ETF TR
+$41.8K
4,797
+9%
减持
TSLA
TESLA INC
+$40.2K
1,298
-14%
减持
IJS
ISHARES TR
+$39.0K
6,502
-4%
减持
IWR
ISHARES TR
+$38.0K
6,489
-1%
增持
VTV
VANGUARD INDEX FDS
+$37.8K
2,158
+2%
减持
EFG
ISHARES TR
+$37.5K
39,328
-4%
建仓
ALG
ALAMO GROUP INC
+$37.0K
205
增持
T
AT&T INC
+$32.8K
5,638
+18%
建仓
SDY
SPDR SER TR
+$31.8K
224
建仓
LNT
ALLIANT ENERGY CORP
+$31.2K
514
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$30.2K
30,901
-10%
减持
DHI
D R HORTON INC
-$28.9K
197
-58%
减持
ICLN
ISHARES TR
+$28.6K
28,579
-3%
减持
CL
COLGATE PALMOLIVE CO
-$28.6K
786
-31%
增持
LOW
LOWES COS INC
+$28.0K
118
+556%
减持
XLY
SELECT SECTOR SPDR TR
+$28.0K
1,860
-2%
减持
FAST
FASTENAL CO
+$27.6K
5,158
-5%
减持
IWM
ISHARES TR
+$27.1K
2,566
-4%
减持
VOT
VANGUARD INDEX FDS
-$26.9K
4,350
-8%
建仓
GH
GUARDANT HEALTH INC
+$26.2K
1,141
