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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 43
减持 97
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$14.2M
268,175
+8%
减持
SPDW
SPDR INDEX SHS FDS
-$10.8M
2,176,759
-4%
增持
VUG
VANGUARD INDEX FDS
+$6.2M
83,904
+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。
减持
SPEM
SPDR INDEX SHS FDS
-$5.4M
1,041,290
-5%
减持
FNDF
SCHWAB STRATEGIC TR
-$4.0M
553,912
-8%
增持
MOAT
VANECK ETF TRUST
-$3.0M
820,432
+1%
增持
SPMD
SPDR SER TR
+$2.9M
762,866
+8%
减持
IVLU
ISHARES TR
-$1.9M
336,102
-10%
减持
AFL
AFLAC INC
-$1.9M
217,248
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
121,104
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3M
293,000
-2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$1.3M
123,555
-2%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.2M
87,969
-11%
增持
IJH
ISHARES TR
+$995.6K
771,486
+2%
减持
SPYG
SPDR SER TR
+$991.0K
251,923
-1%
减持
DFEM
DIMENSIONAL ETF TRUST
-$963.7K
134,309
-16%
增持
SCHD
SCHWAB STRATEGIC TR
-$893.0K
845,129
+198%
增持
EAGG
ISHARES TR
+$830.5K
58,249
+51%
建仓
BLK
BLACKROCK INC
+$719.6K
702
减持
VTEB
VANGUARD MUN BD FDS
-$714.2K
123,196
-9%
增持
SPSM
SPDR SER TR
+$708.4K
527,866
+4%
增持
XVV
ISHARES TR
+$688.4K
94,618
+16%
清仓
—
BLACKROCK INC
-$661.8K
0
-100%
减持
APG
API GROUP CORP
+$622.2K
322,850
-3%
减持
AMAT
APPLIED MATLS INC
-$612.8K
14,854
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$582.3K
95,646
+17%
减持
EFG
ISHARES TR
-$553.6K
38,006
-3%
减持
MDYV
SPDR SER TR
-$517.0K
126,724
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$495.1K
3,350
+31%
减持
SPYV
SPDR SER TR
-$494.0K
150,387
-3%
减持
GLDM
WORLD GOLD TR
-$471.2K
117,044
-7%
增持
AMZN
AMAZON COM INC
+$460.9K
12,048
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$396.7K
4,632
-1%
减持
ICLN
ISHARES TR
-$385.5K
3,013
-89%
增持
ESGD
ISHARES TR
-$377.7K
68,448
+3%
增持
SUSC
ISHARES TR
+$348.0K
55,534
+45%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$341.6K
57,337
-1%
减持
MOTI
VANECK ETF TRUST
-$325.5K
35,377
-11%
增持
SMOG
VANECK ETF TRUST
+$308.5K
6,296
+126%
减持
INTC
INTEL CORP
-$308.2K
71,409
-4%
减持
—
MEDTRONIC PLC
-$292.1K
28,564
-0%
增持
XJH
ISHARES TR
+$280.2K
78,323
+11%
减持
MDYG
SPDR SER TR
-$269.5K
117,025
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$267.1K
8,629
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$255.3K
281,848
-1%
减持
VOE
VANGUARD INDEX FDS
-$248.0K
26,198
-2%
减持
GOOG
ALPHABET INC
+$237.7K
10,296
-0%
增持
NVDA
NVIDIA CORPORATION
+$233.4K
12,492
+5%
减持
BIL
SPDR SER TR
-$233.2K
4,655
-35%
增持
DIS
DISNEY WALT CO
+$227.9K
15,001
+0%
减持
IAU
ISHARES GOLD TR
-$223.4K
165,999
-2%
增持
MSFT
MICROSOFT CORP
-$222.5K
25,973
+0%
减持
IDV
ISHARES TR
-$210.4K
61,209
-2%
增持
TSLA
TESLA INC
+$197.5K
1,330
+2%
增持
VV
VANGUARD INDEX FDS
+$197.5K
30,768
+0%
减持
JNJ
JOHNSON & JOHNSON
-$194.2K
10,187
-1%
增持
FSLR
FIRST SOLAR INC
-$194.0K
3,267
+6%
减持
ITM
VANECK ETF TRUST
-$185.2K
2,591
-60%
减持
ABBV
ABBVIE INC
-$184.6K
9,071
-0%
减持
AAPL
APPLE INC
+$179.4K
30,695
-5%
增持
QCOM
QUALCOMM INC
-$165.7K
10,115
+0%
增持
CRM
SALESFORCE INC
+$161.9K
1,763
+13%
减持
DEM
WISDOMTREE TR
-$160.0K
21,463
-8%
增持
HON
HONEYWELL INTL INC
+$154.7K
2,580
+25%
减持
SLYG
SPDR SER TR
-$154.0K
34,806
-2%
减持
NVS
NOVARTIS AG
-$139.3K
7,702
-0%
减持
KO
COCA COLA CO
-$136.9K
13,367
-1%
减持
MCD
MCDONALDS CORP
-$136.7K
5,102
-4%
减持
GIS
GENERAL MLS INC
-$135.9K
12,556
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$133.5K
15,268
-1%
减持
MMM
3M CO
-$129.7K
5,366
-11%
减持
DON
WISDOMTREE TR
-$118.0K
71,227
-3%
减持
CF
CF INDS HLDGS INC
-$117.4K
65,853
-1%
增持
NKE
NIKE INC
-$116.3K
10,045
+1%
减持
VGT
VANGUARD WORLD FD
+$112.9K
4,596
-2%
增持
IWM
ISHARES TR
+$111.5K
3,070
+20%
减持
CVS
CVS HEALTH CORP
-$111.4K
5,438
-4%
减持
—
EXXON MOBIL CORP
-$110.6K
9,539
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$106.5K
1,689
-44%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$106.1K
418,571
+11%
增持
IWR
ISHARES TR
+$105.4K
7,662
+18%
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$104.0K
30,164
-2%
增持
ESGE
ISHARES INC
-$104.0K
44,161
+2%
减持
VSGX
VANGUARD WORLD FD
-$97.5K
19,909
-0%
减持
IJK
ISHARES TR
-$96.1K
74,930
-0%
减持
CSCO
CISCO SYS INC
+$92.1K
16,782
-1%
减持
HD
HOME DEPOT INC
-$92.0K
1,454
-10%
减持
CI
THE CIGNA GROUP
-$91.7K
1,221
-1%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$91.4K
25,378
-4%
减持
AVUV
AMERICAN CENTY ETF TR
-$91.3K
20,672
-5%
减持
MRK
MERCK & CO INC
-$90.7K
5,695
-2%
减持
NVO
NOVO-NORDISK A S
-$89.6K
1,986
-9%
减持
VOT
VANGUARD INDEX FDS
-$83.6K
3,844
-12%
增持
XJR
ISHARES TR
+$81.5K
25,192
+10%
减持
SHY
ISHARES TR
-$81.2K
1,288
-43%
减持
IJT
ISHARES TR
-$79.6K
8,133
-4%
减持
RAFE
PIMCO EQUITY SER
-$78.7K
17,091
-9%
减持
PEP
PEPSICO INC
-$78.3K
4,146
-1%
减持
BAC
BANK AMERICA CORP
+$73.7K
19,009
-1%
减持
GNR
SPDR INDEX SHS FDS
-$73.4K
4,508
-13%
减持
SLYV
SPDR SER TR
-$71.9K
18,547
-5%
减持
WFC
WELLS FARGO CO NEW
+$68.0K
11,016
-12%
增持
ESGV
VANGUARD WORLD FD
+$65.3K
6,857
+7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$65.1K
1,149
-37%
减持
BIIB
BIOGEN INC
-$64.5K
866
-15%
减持
V
VISA INC
+$61.9K
2,008
-4%
增持
IEMG
ISHARES INC
-$61.5K
13,673
+1%
增持
TGT
TARGET CORP
-$60.5K
3,301
+2%
增持
VOO
VANGUARD INDEX FDS
+$59.3K
1,246
+7%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$58.2K
22,056
-5%
增持
SUSA
ISHARES TR
+$56.3K
7,285
+6%
增持
IJR
ISHARES TR
-$56.1K
116,647
+1%
减持
VO
VANGUARD INDEX FDS
-$55.7K
27,168
-1%
减持
AGG
ISHARES TR
-$54.4K
1,518
-24%
减持
SUSB
ISHARES TR
-$52.6K
42,645
-3%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$52.2K
32,966
-2%
减持
DOL
WISDOMTREE TR
-$47.7K
4,806
-9%
减持
DES
WISDOMTREE TR
-$47.5K
57,172
-2%
建仓
—
WW INTL INC
+$46.8K
36,842
减持
DAL
DELTA AIR LINES INC DEL
-$45.6K
1,449
-45%
增持
VBK
VANGUARD INDEX FDS
+$44.4K
336
+81%
减持
ABT
ABBOTT LABS
-$44.3K
13,192
-2%
建仓
IWS
ISHARES TR
+$43.8K
339
建仓
EFV
ISHARES TR
+$42.1K
802
建仓
XSW
SPDR SER TR
+$37.8K
200
增持
USB
US BANCORP DEL
+$37.5K
7,174
+7%
减持
ECL
ECOLAB INC
-$37.4K
1,488
-2%
减持
VTI
VANGUARD INDEX FDS
+$37.3K
10,286
-1%
清仓
ALG
ALAMO GROUP INC
-$37.0K
0
-100%
减持
IJS
ISHARES TR
-$35.8K
6,116
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$34.4K
54,631
+3%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$34.3K
1,300
-13%
减持
GILD
GILEAD SCIENCES INC
+$34.2K
4,440
-1%
增持
FISV
FISERV INC
+$33.6K
1,138
+2%
清仓
—
CONSOLIDATED COMM HLDGS INC
-$33.3K
0
-100%
减持
NANR
SPDR INDEX SHS FDS
-$32.5K
908
-35%
减持
BX
BLACKSTONE INC
+$30.5K
2,272
-4%
减持
PSO
PEARSON PLC
+$29.2K
25,485
-9%
建仓
SCHH
SCHWAB STRATEGIC TR
+$28.1K
1,334
减持
PG
PROCTER AND GAMBLE CO
-$28.0K
4,459
-0%
减持
IWF
ISHARES TR
+$26.7K
1,078
-0%
减持
VTV
VANGUARD INDEX FDS
-$26.1K
2,071
-4%
减持
TXN
TEXAS INSTRS INC
-$25.5K
970
-3%
减持
IJJ
ISHARES TR
+$24.6K
37,327
-1%
清仓
—
LAM RESEARCH CORP
-$24.5K
0
-100%
减持
DE
DEERE & CO
-$24.0K
1,797
-5%
减持
INFL
LISTED FD TR
-$23.5K
22,324
-4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$23.4K
42,948
+2%
减持
PFE
PFIZER INC
-$22.8K
7,915
-2%
减持
SPYM
SPDR SER TR
-$22.7K
34,633
-3%
