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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 39
减持 98
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$91.7M
241,784
-34%
增持
SGOV
ISHARES TR
+$85.2M
847,272
+66772%
建仓
AVDE
AMERICAN CENTY ETF TR
+$60.1M
708,211
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
SPDW
SPDR INDEX SHS FDS
+$14.2M
2,506,993
+11%
减持
MOAT
VANECK ETF TRUST
-$4.2M
358,066
-4%
增持
SPYM
SPDR SERIES TRUST
+$4.0M
139,795
+68%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.9M
521,916
+10%
增持
MSFT
MICROSOFT CORP
-$3.6M
32,620
+0%
增持
VV
VANGUARD INDEX FDS
+$3.6M
77,840
+24%
增持
VUG
VANGUARD INDEX FDS
-$3.2M
97,746
+4%
增持
AGG
ISHARES TR
+$3.2M
32,479
+4777%
减持
CF
CF INDUSTRIES HOLD
+$3.0M
62,452
-5%
减持
SPYG
SPDR SERIES TRUST
-$3.0M
231,595
-4%
增持
BIL
SPDR SERIES TRUST
+$2.0M
33,590
+184%
减持
SPYV
SPDR SERIES TRUST
-$1.4M
66,106
-27%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
177,201
-28%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
92,589
-4%
减持
IVLU
ISHARES TR
-$1.2M
182,698
-18%
减持
XVV
ISHARES TR
-$1.1M
85,643
-15%
减持
AMAT
APPLIED MATLS INC
+$1.0M
13,733
-4%
清仓
QXO
QXO INC
-$991.8K
0
-100%
减持
MDYG
SPDR SERIES TRUST
-$921.1K
85,630
-13%
清仓
—
FLUTTER ENTMT PLC
-$913.7K
0
-100%
减持
GLDM
WORLD GOLD TR
-$899.6K
57,661
-21%
建仓
—
SPOTIFY TECHNOLOGY S A
+$861.7K
1,777
减持
SPMD
SPDR SERIES TRUST
-$847.6K
851,280
-4%
减持
MDYV
SPDR SERIES TRUST
-$831.5K
88,612
-10%
减持
AAPL
APPLE INC
-$695.8K
29,394
-2%
减持
FNDF
SCHWAB STRATEGIC TR
+$647.1K
370,177
-4%
减持
VIGI
VANGUARD WHITEHALL FDS
-$553.5K
96,068
-3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$518.6K
218,649
-6%
减持
INTC
INTEL CORP
+$460.7K
68,673
-1%
增持
ESGD
ISHARES TR
+$450.9K
74,628
+6%
减持
QCOM
QUALCOMM INC
-$431.2K
10,101
-0%
减持
CELC
CELCUITY INC
+$415.1K
35,753
-3%
减持
CRM
SALESFORCE INC
-$369.1K
4,105
-4%
减持
VTEB
VANGUARD MUN BD FDS
-$367.1K
90,994
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$351.3K
17,866
-28%
减持
—
EXXON MOBIL CORP
+$345.6K
8,764
-8%
减持
SPEM
SPDR INDEX SHS FDS
-$327.0K
794,939
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$321.2K
4,429
-4%
减持
—
MEDTRONIC PLC
-$315.1K
27,701
-2%
增持
ORCL
ORACLE CORP
-$310.0K
6,624
+1%
减持
ABT
ABBOTT LABORATORIES
-$309.5K
12,679
-1%
增持
CVX
CHEVRON CORPORATION
+$307.8K
4,790
+7%
减持
EFG
ISHARES TR
-$289.8K
25,892
-7%
减持
AMZN
AMAZON COM INC
-$276.0K
11,760
-0%
减持
DIS
DISNEY WALT CO
-$271.3K
14,601
-1%
减持
VGT
VANGUARD WORLD FD
-$268.3K
4,597
-0%
减持
VO
VANGUARD INDEX FDS
-$266.0K
49,982
-1%
减持
DON
WISDOMTREE TR
-$257.1K
48,380
-11%
减持
ESGV
VANGUARD WORLD FD
-$252.0K
5,624
-23%
增持
FSLR
FIRST SOLAR INC
-$244.5K
4,529
+4%
减持
IJK
ISHARES TR
-$241.0K
63,759
-7%
增持
GOOG
ALPHABET INC
-$241.0K
10,354
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$240.5K
219,166
-2%
增持
JPM
JPMORGAN CHASE & CO
-$234.3K
8,558
+0%
减持
VTI
VANGUARD INDEX FDS
-$222.2K
11,103
-2%
增持
GOOGL
ALPHABET INC
-$220.9K
9,360
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$218.0K
6,955
+1%
减持
VB
VANGUARD INDEX FDS
-$198.8K
29,595
-4%
增持
SPTM
SPDR SERIES TRUST
+$195.6K
5,060
+104%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$193.0K
15,092
-19%
增持
META
META PLATFORMS INC
-$171.8K
2,013
+0%
减持
IVW
ISHARES TR
-$164.8K
8,113
-8%
减持
GIS
GENERAL MILLS INC
-$162.6K
9,966
-13%
减持
XJH
ISHARES TR
-$154.1K
86,178
-5%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$152.4K
3,659
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$151.7K
303,865
+0%
增持
IEFA
ISHARES TR
+$142.0K
14,557
+11%
减持
DE
DEERE & CO
+$141.8K
1,689
-3%
减持
ABBV
ABBVIE INC
-$140.1K
9,022
-2%
减持
AFL
AFLAC INC
-$139.7K
214,718
-0%
减持
IJH
ISHARES TR
+$138.2K
802,743
-2%
减持
SUSA
ISHARES TR
-$133.5K
6,119
-9%
减持
PSX
PHILLIPS 66
-$132.1K
467
-72%
减持
IJJ
ISHARES TR
-$130.6K
34,147
-3%
增持
TSLA
TESLA INC
-$130.2K
1,768
+1%
减持
VOE
VANGUARD INDEX FDS
-$130.2K
23,002
-7%
减持
BAC
BANK AMERICA CORP
-$123.8K
18,072
-1%
减持
WFC
WELLS FARGO & CO
-$122.5K
8,314
-1%
增持
EAGG
ISHARES TR
+$120.5K
76,619
+4%
减持
VOT
VANGUARD INDEX FDS
-$120.5K
3,623
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$120.1K
49,030
-2%
减持
BNY
BANK NEW YORK MELLON CORP
-$117.6K
3,341
-25%
减持
GGG
GRACO INC
+$116.8K
54,097
-1%
减持
SLYV
SPDR SERIES TRUST
-$116.2K
6,651
-19%
减持
SLYG
SPDR SERIES TRUST
-$111.4K
13,338
-10%
减持
MRVL
MARVELL TECHNOLOGY INC
-$111.0K
7,932
-25%
增持
SMOG
VANECK ETF TRUST
+$108.8K
7,294
+5%
减持
FDX
FEDEX CORP
-$105.7K
65
-85%
增持
GLW
CORNING INC
+$104.4K
1,965
+6%
减持
IJR
ISHARES TR
+$103.0K
99,452
-3%
减持
IDV
ISHARES TR
-$102.3K
42,833
-12%
增持
AVUV
AMERICAN CENTY ETF TR
+$100.1K
11,555
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$95.0K
14,591
-1%
清仓
BWB
BRIDGEWATER BANCSHARES INC
-$87.7K
0
-100%
增持
SSII
SS INNOVATIONS INTERNATIONAL
+$86.5K
116,937
+33%
减持
ESGU
ISHARES TR
-$85.5K
354
-61%
增持
V
VISA INC
-$83.1K
1,975
+2%
增持
TGT
TARGET CORP
+$83.0K
3,395
+1%
减持
NKE
NIKE INC
-$82.3K
5,883
-5%
增持
AIQ
GLOBAL X FDS
-$81.0K
19,639
+0%
减持
NEM
NEWMONT CORP
-$79.9K
1,781
-35%
减持
BX
BLACKSTONE INC
-$77.6K
1,813
-2%
减持
BLK
BLACKROCK INC
-$76.7K
696
-0%
增持
NVDA
NVIDIA CORPORATION
-$75.8K
12,643
+3%
减持
LLY
ELI LILLY & CO
-$70.5K
448
-0%
减持
QQQ
INVESCO QQQ TR
-$69.8K
1,648
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$69.1K
628
-73%
减持
INFL
LISTED FDS TR
+$68.6K
15,165
-6%
减持
GILD
GILEAD SCIENCES INC
+$68.3K
4,253
-0%
减持
CSCO
CISCO SYS INC
-$68.1K
13,853
-7%
减持
XLY
SELECT SECTOR SPDR TR
-$66.5K
3,446
-7%
增持
COST
COSTCO WHOLESALE CORPORATION
+$65.7K
323
+9%
减持
NVS
NOVARTIS AG
+$62.0K
6,249
-3%
减持
VOO
VANGUARD INDEX FDS
-$61.4K
1,182
-3%
增持
WEC
WEC ENERGY GROUP INC
+$61.0K
1,664
+33%
减持
MCD
MCDONALDS CORP
-$60.9K
4,663
-6%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$59.2K
0
-100%
减持
IAU
ISHARES GOLD TR
-$57.3K
130,749
-8%
减持
DES
WISDOMTREE TR
+$56.8K
50,701
-4%
减持
GDX
VANECK ETF TRUST
+$56.4K
14,539
-2%
增持
SUSC
ISHARES TR
+$53.4K
57,934
+5%
减持
MRK
MERCK & CO INC
+$50.3K
5,441
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$49.0K
685
+73%
减持
CI
THE CIGNA GROUP
-$48.0K
1,080
-12%
建仓
—
ASTRAZENECA PLC
+$47.3K
240
增持
PEP
PEPSICO INC
+$46.7K
3,771
+0%
减持
ED
CONSOLIDATED EDISON INC
-$45.9K
320
-61%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$45.3K
54,858
-1%
清仓
—
ASTRAZENECA PLC
-$44.2K
0
-100%
减持
SPSM
SPDR SERIES TRUST
+$43.8K
322,548
-3%
建仓
TMUS
T-MOBILE US INC
+$43.1K
205
减持
SCHG
SCHWAB STRATEGIC TR
-$39.7K
1,918
-34%
建仓
ISRG
INTUITIVE SURGICAL INC
+$39.2K
85
减持
DEM
WISDOMTREE TR
+$38.3K
14,652
-1%
增持
SUSB
ISHARES TR
+$37.6K
42,139
+4%
减持
IJS
ISHARES TR
-$35.9K
5,061
-9%
增持
MA
MASTERCARD INCORPORATED
-$35.4K
657
+3%
减持
FAST
FASTENAL CO
+$34.9K
8,351
-5%
建仓
—
ENERGY TRANSFER L P
+$34.7K
3,000
建仓
TFC
TRUIST FINL CORP
+$34.5K
750
清仓
AIVL
WISDOMTREE TR
-$33.9K
0
-100%
增持
MET
METLIFE INC
+$33.6K
712
+236%
减持
DFEM
DIMENSIONAL ETF TRUST
-$33.4K
85,189
-5%
减持
B
BARRICK MNG CORP
-$33.3K
2,611
-19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$32.8K
5,281
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$31.8K
179
-45%
减持
VSGX
VANGUARD WORLD FD
-$31.6K
18,001
-3%
