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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 46
减持 82
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$25.2M
240,710
+9%
减持
MOAT
VANECK ETF TRUST
-$20.4M
391,605
-40%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$13.5M
190,101
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
-$13.3M
347,478
-57%
增持
VV
VANGUARD INDEX FDS
+$9.6M
62,964
+94%
增持
VO
VANGUARD INDEX FDS
+$6.6M
51,935
+69%
增持
VUG
VANGUARD INDEX FDS
+$6.3M
91,250
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$6.1M
1,995,889
-3%
增持
VB
VANGUARD INDEX FDS
+$5.4M
31,217
+252%
减持
APG
API GROUP CORP
+$4.7M
314,601
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.3M
481,406
+6%
增持
SPYG
SPDR SERIES TRUST
+$4.1M
244,412
+2%
增持
BIL
SPDR SERIES TRUST
+$3.9M
800,386
+6%
减持
MSFT
MICROSOFT CORP
+$3.1M
26,069
-0%
增持
SGOV
ISHARES TR
+$3.0M
32,447
+987%
减持
SPEM
SPDR INDEX SHS FDS
+$2.8M
996,962
-1%
减持
IJH
ISHARES TR
+$2.5M
787,509
-1%
减持
SPMD
SPDR SERIES TRUST
+$2.3M
827,232
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
316,007
+4%
减持
AFL
AFLAC INC
-$1.3M
216,507
-0%
减持
SPSM
SPDR SERIES TRUST
-$1.2M
340,424
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
4,525
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$814.9K
104,239
-13%
增持
VTI
VANGUARD INDEX FDS
+$656.8K
11,515
+11%
增持
VGT
VANGUARD WORLD FD
+$579.2K
4,614
+1%
增持
ESGD
ISHARES TR
+$567.6K
65,342
+1%
增持
SPYM
SPDR SERIES TRUST
+$559.6K
37,842
+14%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$545.8K
69,362
-15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$540.5K
99,431
-3%
减持
IJK
ISHARES TR
+$502.8K
72,456
-1%
减持
MDYV
SPDR SERIES TRUST
-$498.1K
108,014
-8%
减持
ORCL
ORACLE CORP
+$472.1K
6,167
-2%
增持
AAPL
APPLE INC
-$457.5K
30,682
+1%
减持
IJR
ISHARES TR
-$452.8K
105,757
-8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$412.2K
56,339
+1%
减持
SLYG
SPDR SERIES TRUST
-$400.0K
16,394
-27%
减持
MUB
ISHARES TR
-$388.1K
7,889
-31%
减持
JPM
JPMORGAN CHASE & CO.
+$372.9K
8,585
-0%
减持
DIS
DISNEY WALT CO
+$318.8K
14,868
-4%
减持
GLDM
WORLD GOLD TR
-$314.0K
89,933
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$313.1K
3,798
+4%
减持
AVEM
AMERICAN CENTY ETF TR
+$293.8K
68,721
-6%
减持
SLYV
SPDR SERIES TRUST
-$288.4K
8,931
-30%
增持
CEG
CONSTELLATION ENERGY CORP
+$286.2K
1,447
+61%
减持
AVUV
AMERICAN CENTY ETF TR
-$283.7K
12,937
-23%
减持
META
META PLATFORMS INC
+$279.1K
1,779
-1%
增持
GOOG
ALPHABET INC
+$271.3K
10,606
+3%
减持
NVDA
NVIDIA CORPORATION
+$261.7K
11,418
-20%
减持
AMZN
AMAZON COM INC
+$223.0K
10,720
-4%
增持
XJR
ISHARES TR
+$217.4K
26,250
+20%
减持
IVLU
ISHARES TR
-$208.9K
244,293
-10%
增持
FSLR
FIRST SOLAR INC
+$196.7K
3,879
+10%
减持
XVV
ISHARES TR
+$191.8K
82,601
-6%
减持
SCHW
SCHWAB CHARLES CORP
+$187.2K
14,855
-0%
减持
MOTI
VANECK ETF TRUST
-$186.7K
21,978
-23%
增持
TSLA
TESLA INC
+$184.3K
1,569
+29%
增持
ESGE
ISHARES INC
+$179.6K
41,467
+0%
减持
SPYV
SPDR SERIES TRUST
-$167.0K
102,445
-5%
减持
DON
WISDOMTREE TR
-$161.7K
58,980
-6%
减持
JNJ
JOHNSON & JOHNSON
-$157.1K
10,140
-1%
减持
VOT
VANGUARD INDEX FDS
+$152.2K
3,842
-0%
减持
IDV
ISHARES TR
+$148.5K
50,845
-2%
减持
IVW
ISHARES TR
+$148.3K
9,009
-1%
减持
CVX
CHEVRON CORP NEW
-$133.9K
4,340
-4%
增持
CSCO
CISCO SYS INC
+$122.9K
15,258
+1%
减持
PSO
PEARSON PLC
-$119.4K
21,252
-22%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$117.9K
32,694
-0%
清仓
ITM
VANECK ETF TRUST
-$117.9K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$114.6K
1,609
+236%
减持
MDYG
SPDR SERIES TRUST
+$113.3K
103,453
-7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$112.7K
55,445
+2%
减持
GIS
GENERAL MLS INC
-$110.4K
12,334
-2%
增持
ESGV
VANGUARD WORLD FD
+$109.7K
6,605
+5%
减持
GOOGL
ALPHABET INC
+$109.5K
9,184
-6%
减持
MCD
MCDONALDS CORP
-$109.2K
4,958
-1%
建仓
LRGF
ISHARES TR
+$103.6K
1,615
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$101.6K
18,907
+12%
增持
SUSA
ISHARES TR
+$100.0K
6,516
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$98.1K
36,139
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$97.6K
5,900
-3%
减持
QQQ
INVESCO QQQ TR
+$95.4K
1,289
-2%
减持
VOE
VANGUARD INDEX FDS
+$93.2K
25,329
-0%
减持
VSGX
VANGUARD WORLD FD
-$88.2K
18,335
-16%
增持
DFAX
DIMENSIONAL ETF TRUST
+$87.3K
3,107
+1944%
减持
IEFA
ISHARES TR
+$83.6K
13,099
-2%
减持
IJJ
ISHARES TR
+$83.4K
35,960
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$83.1K
318
-55%
减持
EMR
EMERSON ELEC CO
+$82.6K
3,650
-1%
减持
GDX
VANECK ETF TRUST
+$81.3K
14,898
-1%
增持
SUSB
ISHARES TR
+$80.6K
38,563
+8%
建仓
ED
CONSOLIDATED EDISON INC
+$79.6K
793
减持
DEM
WISDOMTREE TR
-$77.8K
15,902
-16%
增持
SO
SOUTHERN CO
+$75.7K
1,262
+189%
减持
SUSC
ISHARES TR
-$74.3K
48,237
-7%
建仓
B
BARRICK MNG CORP
+$74.0K
3,556
减持
EFG
ISHARES TR
+$71.3K
28,740
-9%
减持
VIGI
VANGUARD WHITEHALL FDS
+$69.5K
105,356
-7%
清仓
—
BARRICK GOLD CORP
-$69.1K
0
-100%
增持
EAGG
ISHARES TR
+$68.2K
66,229
+2%
减持
IWF
ISHARES TR
+$67.8K
1,077
-0%
增持
VOO
VANGUARD INDEX FDS
+$67.7K
1,155
+1%
减持
WFC
WELLS FARGO CO NEW
+$66.7K
9,013
-1%
增持
SMOG
VANECK ETF TRUST
+$66.4K
6,477
+1%
减持
MINT
PIMCO ETF TR
-$65.4K
3,546
-15%
减持
IEMG
ISHARES INC
+$65.2K
13,154
-2%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$65.1K
1,250
减持
KO
COCA COLA CO
-$64.1K
11,912
-6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$64.0K
2,363
+276%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$62.6K
142
增持
XLI
SELECT SECTOR SPDR TR
+$58.7K
3,563
+0%
减持
PG
PROCTER AND GAMBLE CO
-$58.5K
4,330
-1%
减持
SPIP
SPDR SERIES TRUST
-$55.6K
3,369
-38%
清仓
VKTX
VIKING THERAPEUTICS INC
-$55.5K
0
-100%
建仓
ALMU
AELUMA INC
+$51.8K
3,162
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$49.6K
1,004
-22%
减持
IJT
ISHARES TR
+$49.0K
7,539
-2%
增持
GLD
SPDR GOLD TR
+$48.7K
1,086
+11%
减持
NKE
NIKE INC
+$47.7K
6,713
-1%
减持
IWM
ISHARES TR
+$45.7K
2,988
-0%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$44.4K
0
-100%
建仓
HFXI
NEW YORK LIFE INVESTMENTS ET
+$44.2K
1,500
清仓
DFAI
DIMENSIONAL ETF TRUST
-$43.1K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$43.0K
509
+22%
减持
MMM
3M CO
-$42.6K
4,554
-9%
减持
INFL
LISTED FDS TR
-$40.9K
16,941
-9%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$39.9K
237,809
-4%
清仓
RGTI
RIGETTI COMPUTING INC
-$39.6K
0
-100%
减持
EFA
ISHARES TR
+$39.5K
7,579
-3%
减持
V
VISA INC
-$38.0K
1,876
-7%
清仓
PLUG
PLUG POWER INC
-$37.1K
0
-100%
减持
INTC
INTEL CORP
-$36.9K
70,762
-1%
减持
DSI
ISHARES TR
+$35.9K
2,666
-0%
减持
LOW
LOWES COS INC
-$35.2K
18
-89%
建仓
DYNF
BLACKROCK ETF TRUST
+$34.0K
625
减持
XLY
SELECT SECTOR SPDR TR
+$33.4K
1,851
-1%
清仓
HIMX
HIMAX TECHNOLOGIES INC
-$33.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$32.5K
300
+200%
增持
AIQ
GLOBAL X FDS
+$31.6K
1,829
+38%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$30.9K
722
增持
GE
GE AEROSPACE
+$29.9K
463
+4%
清仓
KMI
KINDER MORGAN INC DEL
-$28.5K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$28.2K
128
+83%
建仓
QGRW
WISDOMTREE TR
+$27.6K
525
增持
DAL
DELTA AIR LINES INC DEL
+$26.6K
1,475
+40%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$26.6K
255
清仓
VFVA
VANGUARD WELLINGTON FD
-$26.6K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$26.3K
375
+22%
增持
GEV
GE VERNOVA INC
+$25.8K
110
+4%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$25.6K
20,777
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$25.6K
933
-1%
