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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 46
减持 88
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$86.5M
352,580
+46%
减持
BIL
SPDR SERIES TRUST
-$71.1M
24,890
-97%
增持
SPDW
SPDR INDEX SHS FDS
+$8.9M
2,096,584
+5%
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
-$5.5M
793,680
-20%
增持
VUG
VANGUARD INDEX FDS
+$5.4M
94,566
+4%
增持
SPMD
SPDR SERIES TRUST
+$4.3M
860,987
+4%
增持
MSFT
MICROSOFT CORP
+$3.8M
32,348
+24%
减持
SGOV
ISHARES TR
-$2.5M
7,609
-77%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.4M
217,943
+15%
减持
IJH
ISHARES TR
+$2.3M
783,300
-1%
减持
SPYG
SPDR SERIES TRUST
+$2.1M
243,173
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.1M
26,672
-62%
增持
VV
VANGUARD INDEX FDS
+$1.5M
63,063
+0%
减持
AAPL
APPLE INC
+$1.4M
30,413
-1%
减持
CELC
CELCUITY INC
+$1.4M
37,753
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
288,042
-17%
减持
AFL
AFLAC INC
+$1.3M
216,415
-0%
减持
IAU
ISHARES GOLD TR
+$1.2M
146,781
-3%
减持
MOAT
VANECK ETF TRUST
+$1.2M
382,790
-2%
增持
XVV
ISHARES TR
+$1.1M
97,029
+17%
减持
SPSM
SPDR SERIES TRUST
+$1.0M
335,572
-1%
减持
IJR
ISHARES TR
+$784.8K
103,871
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$776.6K
470,986
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$772.1K
117,495
+13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$765.6K
302,608
-4%
减持
INTC
INTEL CORP
+$760.0K
69,898
-1%
减持
GOOG
ALPHABET INC
+$695.8K
10,582
-0%
增持
GOOGL
ALPHABET INC
+$662.8K
9,384
+2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$632.5K
236,336
-1%
减持
FNDF
SCHWAB STRATEGIC TR
+$618.9K
391,733
-3%
增持
SPYM
SPDR SERIES TRUST
+$551.8K
42,157
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$537.2K
96,797
-3%
增持
ORCL
ORACLE CORP
+$496.4K
6,559
+6%
增持
NVDA
NVIDIA CORPORATION
+$470.1K
12,188
+7%
增持
ABBV
ABBVIE INC
+$444.7K
9,373
+1%
减持
VB
VANGUARD INDEX FDS
+$403.8K
30,681
-2%
减持
VO
VANGUARD INDEX FDS
+$381.8K
50,775
-2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$373.6K
101,831
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$360.3K
29,001
-20%
减持
IVLU
ISHARES TR
+$330.3K
235,769
-3%
减持
JNJ
JOHNSON & JOHNSON
+$318.9K
10,073
-1%
减持
MDYG
SPDR SERIES TRUST
+$309.6K
101,536
-2%
增持
ESGD
ISHARES TR
+$307.4K
66,006
+1%
增持
VTI
VANGUARD INDEX FDS
+$279.8K
11,517
+0%
增持
FSLR
FIRST SOLAR INC
+$273.3K
4,151
+7%
增持
TSLA
TESLA INC
+$252.3K
1,688
+8%
减持
GLDM
WORLD GOLD TR
+$251.4K
80,364
-11%
增持
XJH
ISHARES TR
+$219.5K
81,784
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$218.3K
3,434
+24%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$211.0K
56,019
-1%
减持
VOE
VANGUARD INDEX FDS
+$205.9K
25,040
-1%
增持
AMZN
AMAZON COM INC
+$179.6K
11,529
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$177.8K
4,603
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$176.8K
8,451
-2%
增持
SMOG
VANECK ETF TRUST
+$169.6K
6,941
+7%
增持
APG
API GROUP CORP
+$158.8K
471,900
+50%
减持
CRM
SALESFORCE INC
-$157.3K
4,286
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$151.9K
2,502
+1330%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$146.0K
500
-78%
减持
SPY
SPDR S&P 500 ETF TR
+$141.9K
3,736
-2%
增持
ESGV
VANGUARD WORLD FD
+$138.0K
7,279
+10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$127.1K
53,556
-3%
减持
IJK
ISHARES TR
+$118.6K
69,983
-3%
减持
—
MEDTRONIC PLC
+$117.9K
28,427
-4%
增持
META
META PLATFORMS INC
+$115.3K
1,945
+9%
减持
IJJ
ISHARES TR
+$113.2K
35,131
-2%
建仓
CIEN
CIENA CORP
+$110.1K
756
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$107.2K
29,237
-11%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$105.6K
2,604
增持
EAGG
ISHARES TR
+$96.2K
67,556
+2%
减持
SLV
ISHARES SILVER TR
+$95.8K
10,605
-2%
增持
AVGO
BROADCOM INC
+$95.5K
398
+206%
减持
DES
WISDOMTREE TR
+$94.7K
54,125
-1%
减持
IVW
ISHARES TR
+$86.9K
8,936
-1%
增持
SUSA
ISHARES TR
+$84.0K
6,708
+3%
建仓
—
MR COOPER GROUP INC
+$82.2K
390
建仓
CAH
CARDINAL HEALTH INC
+$79.1K
504
减持
IEMG
ISHARES INC
+$76.6K
13,141
-0%
减持
BLK
BLACKROCK INC
+$76.0K
697
-1%
增持
VSGX
VANGUARD WORLD FD
+$73.0K
18,365
+0%
增持
CVX
CHEVRON CORP NEW
+$70.8K
4,458
+3%
减持
GIS
GENERAL MLS INC
-$68.1K
11,324
-8%
增持
—
JOHNSON CTLS INTL PLC
+$67.5K
1,312
+80%
减持
SPYV
SPDR SERIES TRUST
+$65.3K
98,089
-4%
减持
IDV
ISHARES TR
+$62.5K
49,716
-2%
减持
HON
HONEYWELL INTL INC
-$60.7K
2,547
-1%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$60.1K
677
建仓
SPGI
S&P GLOBAL INC
+$59.9K
123
减持
BAC
BANK AMERICA CORP
+$59.1K
18,477
-2%
减持
XJR
ISHARES TR
+$58.8K
25,774
-2%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$58.5K
347
减持
SCHW
SCHWAB CHARLES CORP
+$58.1K
14,805
-0%
增持
—
EXXON MOBIL CORP
+$58.0K
9,549
+1%
减持
HD
HOME DEPOT INC
+$57.1K
1,520
-0%
减持
QQQ
INVESCO QQQ TR
+$56.8K
1,279
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$53.4K
319
减持
NEM
NEWMONT CORP
+$52.9K
2,700
-10%
减持
FISV
FISERV INC
-$52.6K
1,114
-2%
减持
CVS
CVS HEALTH CORP
-$51.9K
3,678
-23%
建仓
ETHA
ISHARES ETHEREUM TR
+$50.9K
1,615
减持
MDYV
SPDR SERIES TRUST
+$50.8K
103,469
-4%
减持
FAST
FASTENAL CO
+$48.5K
8,727
-3%
减持
IJT
ISHARES TR
+$46.0K
7,414
-2%
建仓
HAS
HASBRO INC
+$42.2K
556
增持
APD
AIR PRODS & CHEMS INC
+$41.2K
214
+251%
减持
TGT
TARGET CORP
-$38.6K
3,251
-3%
增持
—
ACCENTURE PLC IRELAND
-$37.5K
820
+2%
减持
DEM
WISDOMTREE TR
-$36.7K
14,862
-7%
增持
DSI
ISHARES TR
+$36.4K
2,748
+3%
减持
B
BARRICK MNG CORP
+$35.9K
3,356
-6%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$34.5K
246
+1195%
清仓
GBCI
GLACIER BANCORP INC NEW
-$34.5K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$34.5K
287
增持
AMD
ADVANCED MICRO DEVICES INC
+$34.3K
255
+420%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.2K
5,298
-10%
减持
BHK
BLACKROCK CORE BD TR
-$34.0K
780
-82%
减持
CSCO
CISCO SYS INC
-$31.1K
15,018
-2%
减持
ABT
ABBOTT LABS
-$29.2K
12,839
-0%
增持
MA
MASTERCARD INCORPORATED
+$28.9K
610
+8%
清仓
FIBK
FIRST INTST BANCSYSTEM INC
-$28.8K
0
-100%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$28.7K
19,359
-7%
增持
SUSC
ISHARES TR
+$28.3K
48,764
+1%
减持
WFC
WELLS FARGO CO NEW
+$28.3K
8,953
-1%
减持
EMR
EMERSON ELEC CO
-$27.5K
3,500
-4%
增持
AIQ
GLOBAL X FDS
+$27.2K
2,168
+19%
减持
ESGE
ISHARES INC
+$26.9K
38,028
-8%
清仓
ANSS
ANSYS INC
-$26.7K
0
-100%
减持
CSX
CSX CORP
+$26.4K
10,286
-1%
减持
ALMU
AELUMA INC
-$25.8K
1,612
-49%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$25.5K
80
-44%
减持
NKE
NIKE INC
-$25.3K
6,477
-4%
减持
SLYV
SPDR SERIES TRUST
+$24.4K
8,311
-7%
建仓
PAVE
GLOBAL X FDS
+$24.1K
507
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$23.4K
2,564
-35%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$22.7K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$22.2K
924
-1%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$22.1K
1,908
-38%
减持
AVUV
AMERICAN CENTY ETF TR
-$22.0K
11,621
-10%
减持
RAFE
PIMCO EQUITY SER
+$21.6K
10,301
-1%
增持
QGRW
WISDOMTREE TR
+$20.3K
834
+59%
减持
SLYG
SPDR SERIES TRUST
+$19.8K
15,637
-5%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$19.1K
666
-40%
减持
VOT
VANGUARD INDEX FDS
+$19.1K
3,784
-2%
增持
COP
CONOCOPHILLIPS
+$18.2K
1,384
+10%
减持
CAT
CATERPILLAR INC
-$17.6K
239
-29%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.0K
379
+24%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$17.0K
1,391
-2%
增持
AOM
ISHARES TR
+$16.8K
1,346
+31%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$16.4K
100
-78%
减持
GNR
SPDR INDEX SHS FDS
+$16.1K
4,174
-2%
