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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 32
减持 106
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$69.1M
758,389
+16192%
减持
IVV
ISHARES TR
-$33.6M
221,167
-18%
减持
MOAT
VANECK ETF TRUST
-$18.9M
649,504
-21%
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
SPSM
SPDR SER TR
-$8.1M
384,094
-27%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.9M
102,119
-16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
455,580
+9%
减持
SPYG
SPDR SER TR
-$3.0M
238,751
-5%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.4M
3
减持
FNDF
SCHWAB STRATEGIC TR
-$2.2M
448,764
-19%
减持
SPYV
SPDR SER TR
-$2.2M
108,263
-28%
增持
IJH
ISHARES TR
-$1.7M
794,715
+3%
减持
AFL
AFLAC INC
+$1.6M
216,612
-0%
减持
IJR
ISHARES TR
-$1.4M
114,860
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.4M
247,768
-12%
减持
MDYG
SPDR SER TR
-$1.3M
111,675
-5%
减持
SLYG
SPDR SER TR
-$1.3M
22,350
-36%
减持
IAU
ISHARES GOLD TR
+$1.2M
160,052
-4%
增持
MSFT
MICROSOFT CORP
-$1.1M
26,161
+1%
减持
MDYV
SPDR SER TR
-$1.1M
117,815
-7%
减持
AAPL
APPLE INC
-$934.1K
30,399
-1%
增持
SPMD
SPDR SER TR
+$924.2K
833,243
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$876.0K
304,456
+4%
减持
IVLU
ISHARES TR
-$868.0K
271,981
-19%
减持
AVEM
AMERICAN CENTY ETF TR
-$755.3K
73,398
-17%
增持
VO
VANGUARD INDEX FDS
+$754.2K
30,663
+13%
减持
IJK
ISHARES TR
-$724.1K
73,118
-2%
增持
VUG
VANGUARD INDEX FDS
-$721.7K
90,922
+8%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$711.5K
81,522
-15%
减持
SLYV
SPDR SER TR
-$617.5K
12,765
-31%
减持
SCHD
SCHWAB STRATEGIC TR
-$584.0K
804,897
-5%
增持
CRM
SALESFORCE INC
+$571.8K
4,327
+145%
减持
XVV
ISHARES TR
-$538.8K
87,589
-7%
减持
AVUV
AMERICAN CENTY ETF TR
-$533.2K
16,775
-19%
减持
EFG
ISHARES TR
-$532.5K
31,476
-17%
减持
AMZN
AMAZON COM INC
-$514.4K
11,189
-7%
减持
DON
WISDOMTREE TR
-$512.7K
62,960
-12%
减持
SPDW
SPDR INDEX SHS FDS
+$459.1K
2,053,058
-6%
减持
VIGI
VANGUARD WHITEHALL FDS
-$458.0K
113,638
-8%
减持
DFEM
DIMENSIONAL ETF TRUST
-$422.1K
116,985
-13%
减持
GOOGL
ALPHABET INC
-$387.8K
9,758
-3%
减持
VGT
VANGUARD WORLD FD
-$376.4K
4,575
-0%
增持
EAGG
ISHARES TR
+$375.2K
64,876
+11%
增持
GOOG
ALPHABET INC
-$350.7K
10,306
+0%
增持
ABBV
ABBVIE INC
+$335.8K
9,296
+2%
减持
NKE
NIKE INC
-$330.9K
6,761
-33%
减持
IJJ
ISHARES TR
-$303.8K
36,420
-2%
建仓
SGOV
ISHARES TR
+$300.5K
2,985
减持
AMAT
APPLIED MATLS INC
-$298.6K
14,589
-2%
减持
—
MEDTRONIC PLC
+$284.7K
28,560
-0%
减持
APG
API GROUP CORP
-$253.8K
317,650
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$250.1K
119,422
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$233.7K
38,111
-11%
增持
JNJ
JOHNSON & JOHNSON
+$232.8K
10,287
+1%
减持
DES
WISDOMTREE TR
-$224.8K
54,414
-5%
减持
TSLA
TESLA INC
-$223.0K
1,212
-9%
减持
RAFE
PIMCO EQUITY SER
-$218.9K
11,076
-35%
减持
XJR
ISHARES TR
-$215.4K
21,816
-13%
减持
ABT
ABBOTT LABS
+$213.5K
12,858
-3%
清仓
—
HEARTLAND FINL USA INC
-$205.4K
0
-100%
减持
SPYM
SPDR SER TR
-$196.5K
33,320
-4%
增持
INTC
INTEL CORP
+$190.2K
71,420
+0%
建仓
UMBF
UMB FINL CORP
+$186.1K
1,841
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$177.9K
21,265
-16%
减持
SPEM
SPDR INDEX SHS FDS
-$173.3K
1,010,439
-3%
减持
VOE
VANGUARD INDEX FDS
-$165.6K
25,367
-3%
减持
SUSB
ISHARES TR
-$163.3K
35,616
-16%
增持
VSGX
VANGUARD WORLD FD
+$160.3K
21,858
+10%
减持
SUSA
ISHARES TR
-$159.9K
6,319
-13%
增持
ORCL
ORACLE CORP
-$151.5K
6,267
+2%
减持
IJT
ISHARES TR
-$146.9K
7,663
-6%
增持
DIS
DISNEY WALT CO
-$145.3K
15,451
+3%
减持
META
META PLATFORMS INC
-$139.4K
1,794
-10%
增持
VTI
VANGUARD INDEX FDS
-$138.0K
10,344
+1%
增持
NVDA
NVIDIA CORPORATION
-$135.3K
14,230
+14%
增持
PSX
PHILLIPS 66
+$132.1K
1,674
+156%
增持
FSLR
FIRST SOLAR INC
-$130.4K
3,523
+8%
增持
CVX
CHEVRON CORP NEW
+$126.7K
4,515
+4%
减持
MOTI
VANECK ETF TRUST
-$123.1K
28,509
-19%
减持
GLDM
WORLD GOLD TR
+$121.3K
100,282
-14%
减持
WFC
WELLS FARGO CO NEW
-$118.3K
9,130
-17%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$118.2K
20,346
-8%
减持
BX
BLACKSTONE INC
-$114.7K
1,982
-13%
减持
TGT
TARGET CORP
-$107.0K
3,251
-2%
减持
ESGV
VANGUARD WORLD FD
-$104.8K
6,273
-9%
减持
IJS
ISHARES TR
-$100.7K
5,781
-5%
增持
XJH
ISHARES TR
+$98.5K
86,388
+10%
减持
—
EXXON MOBIL CORP
+$97.7K
9,449
-1%
增持
QQQ
INVESCO QQQ TR
+$96.3K
1,313
+29%
减持
INFL
LISTED FD TR
-$94.8K
18,581
-17%
增持
EFA
ISHARES TR
+$94.5K
7,806
+9%
减持
BNY
BANK NEW YORK MELLON CORP
-$92.8K
5,217
-24%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$88.4K
32,821
-0%
减持
GILD
GILEAD SCIENCES INC
+$85.1K
4,420
-0%
减持
IVW
ISHARES TR
-$83.9K
9,088
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$83.2K
55,637
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$83.1K
199
-83%
减持
VOO
VANGUARD INDEX FDS
-$82.8K
1,145
-8%
减持
ESML
ISHARES TR
-$82.0K
6,402
-18%
增持
VB
VANGUARD INDEX FDS
+$81.7K
8,880
+13%
减持
IWM
ISHARES TR
-$79.3K
3,003
-2%
减持
CVS
CVS HEALTH CORP
+$79.1K
4,771
-12%
减持
MCD
MCDONALDS CORP
+$78.8K
4,987
-2%
减持
SOLV
SOLVENTUM CORP
-$77.4K
111
-91%
减持
UNH
UNITEDHEALTH GROUP INC
+$76.1K
4,619
-0%
减持
KO
COCA COLA CO
+$74.6K
12,662
-5%
减持
SHY
ISHARES TR
-$71.8K
408
-68%
减持
DEM
WISDOMTREE TR
-$71.0K
18,964
-12%
减持
MINT
PIMCO ETF TR
-$70.2K
4,193
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$70.0K
3,635
+9%
减持
IDV
ISHARES TR
-$69.8K
51,777
-15%
增持
V
VISA INC
+$69.4K
2,009
+0%
减持
AGG
ISHARES TR
-$68.4K
796
-48%
减持
SUSC
ISHARES TR
-$66.9K
51,814
-7%
减持
—
ALLETE INC
-$63.0K
4,266
-19%
减持
CSCO
CISCO SYS INC
-$57.8K
15,163
-10%
清仓
TYG
TORTOISE ENERGY INFRA CORP
-$57.6K
0
-100%
减持
WMT
WALMART INC
-$55.8K
2,052
-21%
建仓
VKTX
VIKING THERAPEUTICS INC
+$55.5K
2,300
减持
—
ACCENTURE PLC IRELAND
-$53.0K
802
-7%
减持
VTV
VANGUARD INDEX FDS
-$51.4K
1,732
-16%
减持
GIS
GENERAL MLS INC
-$51.3K
12,533
-0%
减持
ESGD
ISHARES TR
+$50.6K
64,417
-6%
减持
PEP
PEPSICO INC
-$49.1K
3,877
-6%
增持
XLY
SELECT SECTOR SPDR TR
-$48.4K
1,868
+0%
减持
IEFA
ISHARES TR
+$47.7K
13,349
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$47.5K
8,626
-0%
减持
BAC
BANK AMERICA CORP
-$46.9K
18,896
-1%
减持
DE
DEERE & CO
+$46.8K
1,722
-4%
减持
BIIB
BIOGEN INC
-$46.8K
626
-28%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$46.6K
943
-2%
减持
AOA
ISHARES TR
-$45.1K
6,621
-8%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$44.4K
200
减持
MMM
3M CO
+$43.3K
5,011
-7%
减持
RTX
RTX CORPORATION
-$42.7K
1,132
-32%
减持
DAL
DELTA AIR LINES INC DEL
-$41.8K
1,053
-27%
增持
VV
VANGUARD INDEX FDS
+$41.6K
32,446
+5%
减持
—
TRANE TECHNOLOGIES PLC
-$41.5K
140
-42%
减持
HON
HONEYWELL INTL INC
-$40.1K
2,563
-1%
减持
DSI
ISHARES TR
-$39.7K
2,673
-6%
建仓
RGTI
RIGETTI COMPUTING INC
+$39.6K
5,000
减持
NVS
NOVARTIS AG
+$39.1K
7,074
-8%
减持
SCHW
SCHWAB CHARLES CORP
+$38.2K
14,923
-2%
建仓
PLUG
PLUG POWER INC
+$37.1K
27,500
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$37.1K
6,079
+3%
增持
EMR
EMERSON ELEC CO
-$35.9K
3,685
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$35.9K
305
-40%
建仓
GBCI
GLACIER BANCORP INC NEW
+$35.4K
800
清仓
AMD
ADVANCED MICRO DEVICES INC
-$33.8K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$33.3K
54,410
-0%
建仓
HIMX
HIMAX TECHNOLOGIES INC
+$33.1K
4,500
