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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 65
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$13.6M
364,404
+3%
增持
SPDW
SPDR INDEX SHS FDS
+$10.5M
2,257,447
+8%
增持
SPYM
SPDR SERIES TRUST
+$3.4M
83,149
+97%
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
IJH
ISHARES TR
+$3.0M
819,258
+5%
增持
SPMD
SPDR SERIES TRUST
+$2.0M
885,173
+3%
减持
CELC
CELCUITY INC
+$1.8M
36,753
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
472,679
+0%
减持
BIL
SPDR SERIES TRUST
-$1.2M
11,838
-52%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
246,152
-15%
增持
MSFT
MICROSOFT CORP
-$1.0M
32,497
+0%
建仓
QXO
QXO INC
+$991.8K
51,413
减持
VTEB
VANGUARD MUN BD FDS
-$976.2K
97,569
-17%
建仓
—
FLUTTER ENTMT PLC
+$913.7K
4,249
减持
IAU
ISHARES GOLD TR
+$902.8K
142,714
-3%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$896.7K
10,552
增持
AIQ
GLOBAL X FDS
+$890.5K
19,614
+805%
减持
MOAT
VANECK ETF TRUST
+$855.8K
374,604
-2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$746.5K
222,779
+2%
减持
AMAT
APPLIED MATLS INC
+$704.5K
14,364
-2%
减持
SGOV
ISHARES TR
-$639.0K
1,267
-83%
减持
FNDF
SCHWAB STRATEGIC TR
+$636.8K
386,322
-1%
减持
GOOG
ALPHABET INC
+$633.9K
10,233
-3%
减持
GOOGL
ALPHABET INC
+$631.2K
9,305
-1%
增持
ORCL
ORACLE CORP
-$560.2K
6,590
+0%
增持
ESGD
ISHARES TR
+$547.8K
70,302
+7%
减持
VUG
VANGUARD INDEX FDS
+$542.3K
94,079
-1%
建仓
SSII
SS INNOVATIONS INTERNATIONAL
+$498.2K
87,703
增持
XJH
ISHARES TR
+$477.8K
91,019
+11%
减持
AFL
AFLAC INC
-$477.2K
214,894
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$465.4K
803,623
+1%
减持
AAPL
APPLE INC
+$411.6K
30,000
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$351.1K
4,516
+32%
增持
XVV
ISHARES TR
+$321.6K
100,962
+4%
减持
VO
VANGUARD INDEX FDS
-$295.0K
50,375
-1%
减持
VV
VANGUARD INDEX FDS
+$291.0K
62,597
-1%
增持
ESGE
ISHARES INC
+$286.6K
43,870
+15%
清仓
—
ALLETE INC
-$283.3K
0
-100%
增持
EAGG
ISHARES TR
+$278.0K
73,620
+9%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$274.0K
50,254
-6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$263.8K
8,589
+243%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$259.2K
96,219
-1%
减持
MDYV
SPDR SERIES TRUST
-$253.5K
98,958
-4%
增持
QQQ
INVESCO QQQ TR
+$253.1K
1,662
+30%
减持
SPYV
SPDR SERIES TRUST
-$249.6K
91,140
-7%
增持
SLV
ISHARES SILVER TR
+$242.3K
10,737
+1%
减持
SPYG
SPDR SERIES TRUST
+$241.5K
240,445
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$226.2K
232,544
-2%
减持
INTC
INTEL CORP
+$224.7K
69,643
-0%
增持
FSLR
FIRST SOLAR INC
+$222.5K
4,356
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$215.7K
24,818
-14%
减持
JNJ
JOHNSON & JOHNSON
+$199.8K
9,991
-1%
增持
AMZN
AMAZON COM INC
+$193.9K
11,807
+2%
减持
DON
WISDOMTREE TR
-$159.9K
54,244
-4%
减持
MDYG
SPDR SERIES TRUST
-$158.5K
98,866
-3%
增持
IWB
ISHARES TR
+$158.1K
673
+164%
减持
APG
API GROUP CORP
-$157.9K
419,794
-11%
增持
VB
VANGUARD INDEX FDS
+$148.7K
30,821
+0%
减持
AVEM
AMERICAN CENTY ETF TR
-$146.5K
59,182
-6%
增持
LLY
ELI LILLY & CO
+$143.8K
449
+1%
增持
SUSC
ISHARES TR
+$138.2K
55,040
+13%
建仓
ESGU
ISHARES TR
+$135.6K
910
减持
DFEM
DIMENSIONAL ETF TRUST
-$132.2K
89,983
-7%
增持
MRK
MERCK & CO INC
+$126.2K
5,740
+1%
增持
LNT
ALLIANT ENERGY CORP
+$123.2K
2,161
+741%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$123.1K
302,683
+0%
增持
MMM
3M CO
+$117.4K
5,004
+14%
减持
CSCO
CISCO SYS INC
+$115.4K
14,838
-1%
增持
ABT
ABBOTT LABS
-$108.4K
12,860
+0%
减持
IDV
ISHARES TR
+$108.2K
48,803
-2%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$105.6K
0
-100%
增持
META
META PLATFORMS INC
-$104.9K
2,005
+3%
建仓
—
STERIS PLC
+$100.6K
397
减持
GLDM
WORLD GOLD TR
+$100.4K
73,143
-9%
增持
IJJ
ISHARES TR
+$97.9K
35,375
+1%
增持
SNPS
SYNOPSYS INC
+$91.9K
222
+788%
建仓
IUSG
ISHARES TR
+$91.0K
542
减持
USB
US BANCORP DEL
-$90.4K
4,803
-33%
增持
JPM
JPMORGAN CHASE & CO.
+$86.1K
8,540
+1%
增持
IWF
ISHARES TR
+$83.8K
1,243
+15%
减持
IJR
ISHARES TR
-$83.1K
102,013
-2%
建仓
RKT
ROCKET COS INC
+$83.1K
4,290
清仓
—
MR COOPER GROUP INC
-$82.2K
0
-100%
增持
XJR
ISHARES TR
+$81.1K
27,667
+7%
减持
IVLU
ISHARES TR
+$80.0K
221,946
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$76.4K
55,390
-1%
增持
CNP
CENTERPOINT ENERGY INC
+$76.3K
2,918
+218%
增持
FAST
FASTENAL CO
-$75.4K
8,786
+1%
减持
SLYG
SPDR SERIES TRUST
-$74.7K
14,864
-5%
增持
DSI
ISHARES TR
+$71.5K
3,241
+18%
减持
PSL
INVESCO EXCHANGE TRADED FD T
-$70.3K
1,657
-23%
减持
BSX
BOSTON SCIENTIFIC CORP
-$69.5K
6,863
-7%
减持
VIGI
VANGUARD WHITEHALL FDS
-$69.3K
98,980
-3%
减持
ABBV
ABBVIE INC
-$67.9K
9,201
-2%
减持
—
EXXON MOBIL CORP
+$64.7K
9,484
-1%
减持
EFG
ISHARES TR
-$61.3K
27,856
-2%
增持
VOO
VANGUARD INDEX FDS
+$60.3K
1,224
+6%
清仓
SPGI
S&P GLOBAL INC
-$59.9K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$59.0K
3,771
-0%
减持
NKE
NIKE INC
-$58.6K
6,169
-5%
增持
BNY
BANK NEW YORK MELLON CORP
+$57.7K
4,427
+6%
减持
DES
WISDOMTREE TR
-$57.5K
52,778
-2%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$56.9K
615
+150%
增持
SUSB
ISHARES TR
+$55.9K
40,358
+6%
减持
PSA
PUBLIC STORAGE OPER CO
-$54.3K
148
-54%
减持
IJK
ISHARES TR
-$54.1K
68,709
-2%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$53.5K
1,837
+177%
减持
SCHW
SCHWAB CHARLES CORP
+$52.8K
14,676
-1%
减持
BAC
BANK AMERICA CORP
+$51.6K
18,269
-1%
增持
QCOM
QUALCOMM INC
+$49.3K
10,126
+0%
增持
VSGX
VANGUARD WORLD FD
+$48.8K
18,470
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$48.5K
5,329
+1%
减持
CEG
CONSTELLATION ENERGY CORP
-$48.4K
1,211
-16%
增持
DAL
DELTA AIR LINES INC DEL
+$47.5K
1,890
+28%
减持
MU
MICRON TECHNOLOGY INC
-$47.1K
22
-93%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$46.6K
510
-73%
减持
COST
COSTCO WHSL CORP NEW
-$46.6K
297
-9%
增持
NEM
NEWMONT CORP
+$45.1K
2,731
+1%
减持
APD
AIR PRODS & CHEMS INC
-$43.3K
61
-71%
减持
SPY
SPDR S&P 500 ETF TR
+$43.1K
3,713
-1%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$40.9K
1,060
-59%
增持
V
VISA INC
+$39.6K
1,939
+3%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$39.5K
922
减持
NVS
NOVARTIS AG
+$38.9K
6,474
-3%
增持
HON
HONEYWELL INTL INC
-$37.7K
2,555
+0%
增持
GIS
GENERAL MLS INC
-$37.4K
11,473
+1%
增持
TGT
TARGET CORP
+$36.9K
3,361
+3%
增持
TSLA
TESLA INC
+$36.8K
1,751
+4%
增持
IEMG
ISHARES INC
+$36.1K
13,424
+2%
增持
PG
PROCTER AND GAMBLE CO
-$35.3K
4,396
+2%
增持
MUB
ISHARES TR
+$35.0K
8,170
+4%
增持
AMGN
AMGEN INC
+$34.5K
734
+1%
减持
WFC
WELLS FARGO CO NEW
+$33.9K
8,416
-6%
减持
GILD
GILEAD SCIENCES INC
+$33.8K
4,273
-3%
建仓
—
TOTALENERGIES SE
+$32.2K
492
增持
IEFA
ISHARES TR
+$32.2K
13,144
+0%
增持
SUSA
ISHARES TR
+$31.9K
6,759
+1%
增持
IWD
ISHARES TR
+$31.7K
1,649
+7%
建仓
FSSL
FS SPECIALTY LENDING FD
+$31.5K
2,229
减持
AMD
ADVANCED MICRO DEVICES INC
-$30.8K
49
-81%
减持
VGT
VANGUARD WORLD FD
+$30.7K
4,611
-0%
减持
B
BARRICK MNG CORP
+$29.9K
3,211
-4%
增持
CAT
CATERPILLAR INC
+$29.8K
251
+5%
增持
F
FORD MTR CO
+$29.6K
3,299
+188%
清仓
—
TOTALENERGIES SE
-$29.4K
0
-100%
减持
GLD
SPDR GOLD TR
+$29.3K
1,048
-3%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$29.2K
602
减持
MINT
PIMCO ETF TR
-$27.3K
3,151
-8%
增持
CAH
CARDINAL HEALTH INC
+$26.9K
516
+2%
减持
KO
COCA COLA CO
-$26.6K
10,919
-8%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$24.6K
474
