NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CEDAR RAPIDS IA · SEC CIK 0001109767
$19.41亿2026Q1 申报市值
773持仓数
17.6%前十大占比 · 第一大 2.5%
51 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CVX 加仓+$531.94万
LNG 新建仓+$495.90万
FBCG 加仓+$375.81万
HAL 新建仓+$368.53万
MU 加仓+$337.03万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$520.93万
BKNG 清仓-$344.35万
BABA 减仓-$313.09万
LPLA 减仓-$308.32万
UNM 减仓-$290.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | -643 | -100.0% | -$344.35万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $0 | 0.00% | 0 | -20,753 | -100.0% | -$157.54万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC COM | $0 | 0.00% | 0 | -7,358 | -100.0% | -$127.69万 | 清仓 |
| RDNT | RADNET INC COM | $0 | 0.00% | 0 | -15,674 | -100.0% | -$111.83万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -5,992 | -100.0% | -$108.10万 | 清仓 |
| PAYX | PAYCHEX INC COM | $0 | 0.00% | 0 | -9,575 | -100.0% | -$107.41万 | 清仓 |
| BIDU | BAIDU INC SPON ADR REP A | $0 | 0.00% | 0 | -7,174 | -100.0% | -$93.74万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -3,658 | -100.0% | -$67.27万 | 清仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -5,543 | -100.0% | -$52.85万 | 清仓 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $0 | 0.00% | 0 | -13,068 | -100.0% | -$52.42万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | $0 | 0.00% | 0 | -30,249 | -100.0% | -$46.16万 | 清仓 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $0 | 0.00% | 0 | -7,388 | -100.0% | -$35.45万 | 清仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $0 | 0.00% | 0 | -2,644 | -100.0% | -$33.39万 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -2,653 | -100.0% | -$32.62万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INCOM COM | $0 | 0.00% | 0 | -21,377 | -100.0% | -$31.42万 | 清仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -10,709 | -100.0% | -$29.13万 | 清仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $0 | 0.00% | 0 | -6,412 | -100.0% | -$28.30万 | 清仓 |
| GIS | GENERAL MLS INC COM | $0 | 0.00% | 0 | -5,745 | -100.0% | -$26.71万 | 清仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $0 | 0.00% | 0 | -7,851 | -100.0% | -$24.74万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMPLIFY ONLINE RETAIL ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -662 | -100.0% | -$23.22万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -832 | -100.0% | -$21.54万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $0 | 0.00% | 0 | -773 | -100.0% | -$21.29万 | 清仓 |
| CLH | CLEAN HARBORS INC COM | $0 | 0.00% | 0 | -908 | -100.0% | -$21.29万 | 清仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $0 | 0.00% | 0 | -2,216 | -100.0% | -$21.07万 | 清仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $0 | 0.00% | 0 | -7,350 | -100.0% | -$21.05万 | 清仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SELECTQUOTE INC COM | $2.11万 | 0.00% | 33,500 | 2,000 | 6.3% | $1,259 | 加仓 |
| PLUG | PLUG PWR INC COM NEW | $2.83万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP COM NEW | $3.79万 | 0.00% | 15,451 | 0 | 0.0% | — | 不变 |
| — | HYPERION DEFI INC COM NEW | $3.84万 | 0.00% | 11,125 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $4.44万 | 0.00% | 10,963 | 10,963 | — | $4.44万 | 新建仓 |
| — | MIXED MARTIAL ARTS GROUP LTD ORD SHS | $4.53万 | 0.00% | 100,000 | -50,000 | -33.3% | -$2.27万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $4.82万 | 0.00% | 11,450 | 1,000 | 9.6% | $4,210 | 加仓 |
| — | ANIXA BIOSCIENCES INC COM | $5.80万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC COM | $6.00万 | 0.00% | 15,500 | 15,500 | — | $6.00万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD COM | $6.33万 | 0.00% | 14,411 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP CLASS A COM | $8.96万 | 0.00% | 17,000 | 1,000 | 6.2% | $5,270 | 加仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $9.67万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| NVCT | NUVECTIS PHARMA INC COM | $10.05万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $10.41万 | 0.01% | 19,234 | 99 | 0.5% | $536 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & INM COM | $10.63万 | 0.01% | 12,566 | -2,263 | -15.3% | -$1.91万 | 减仓 |
| PATH | UIPATH INC CL A | $11.36万 | 0.01% | 10,235 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $11.49万 | 0.01% | 11,922 | -1,761 | -12.9% | -$1.70万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $11.69万 | 0.01% | 10,410 | -1,026 | -9.0% | -$1.15万 | 减仓 |
| — | WESTERN ASSET INFLT LNK INC FD COM SH BEN INT | $12.30万 | 0.01% | 15,228 | -2,318 | -13.2% | -$1.87万 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS INC COM | $12.71万 | 0.01% | 20,200 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $13.03万 | 0.01% | 11,686 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $13.52万 | 0.01% | 11,222 | 2 | 0.0% | $24 | 加仓 |
| DNP | DNP SELECT INCOME FD INC COM | $13.67万 | 0.01% | 13,271 | 13 | 0.1% | $134 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $13.72万 | 0.01% | 14,897 | 2 | 0.0% | $18 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $15.03万 | 0.01% | 19,985 | -81 | -0.4% | -$609 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $15.16万 | 0.01% | 13,441 | -2,131 | -13.7% | -$2.40万 | 重新持有 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $16.33万 | 0.01% | 18,946 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $16.82万 | 0.01% | 20,212 | 0 | 0.0% | — | 不变 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $17.41万 | 0.01% | 10,700 | 0 | 0.0% | — | 不变 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $18.22万 | 0.01% | 10,845 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $18.31万 | 0.01% | 10,919 | 10,919 | — | $18.31万 | 新建仓 |
| KVUE | KENVUE INC COM | $19.53万 | 0.01% | 11,327 | 11,327 | — | $19.53万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC COM | $19.66万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $20.06万 | 0.01% | 4,020 | 5 | 0.1% | $249 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $20.07万 | 0.01% | 2,990 | 2,990 | — | $20.07万 | 新建仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $20.22万 | 0.01% | 5,305 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY MBS ETF | $20.28万 | 0.01% | 4,100 | 100 | 2.5% | $4,946 | 加仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $20.32万 | 0.01% | 12,344 | 252 | 2.1% | $4,148 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $20.34万 | 0.01% | 8,326 | 8,326 | — | $20.34万 | 新建仓 |
| AON | AON PLC SHS CL A | $20.39万 | 0.01% | 631 | -23 | -3.5% | -$7,434 | 减仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $20.56万 | 0.01% | 11,080 | 1,000 | 9.9% | $1.86万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $20.76万 | 0.01% | 1,197 | 50 | 4.4% | $8,673 | 加仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $20.85万 | 0.01% | 7,181 | 7,181 | — | $20.85万 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $21.19万 | 0.01% | 2,566 | 2,566 | — | $21.19万 | 新建仓 |
| AEE | AMEREN CORP COM | $21.20万 | 0.01% | 1,929 | 1,929 | — | $21.20万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $21.33万 | 0.01% | 598 | 1 | 0.2% | $357 | 加仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $21.38万 | 0.01% | 1,379 | 1,379 | — | $21.38万 | 新建仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $21.40万 | 0.01% | 9,047 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $21.47万 | 0.01% | 994 | 19 | 1.9% | $4,104 | 加仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $21.48万 | 0.01% | 12,850 | 219 | 1.7% | $3,662 | 加仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $21.53万 | 0.01% | 5,575 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $21.60万 | 0.01% | 1,237 | -201 | -14.0% | -$3.51万 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $21.65万 | 0.01% | 11,601 | 198 | 1.7% | $3,695 | 加仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $21.71万 | 0.01% | 9,951 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $21.87万 | 0.01% | 13,079 | 1,934 | 17.4% | $3.23万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $21.88万 | 0.01% | 2,345 | 2,345 | — | $21.88万 | 新建仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $21.97万 | 0.01% | 9,301 | 10 | 0.1% | $236 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $21.97万 | 0.01% | 1,041 | 2 | 0.2% | $422 | 加仓 |
| EDOW | FIRST TRUST DOW 30 EQUAL WEIGHT ETF | $22.01万 | 0.01% | 5,425 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $22.06万 | 0.01% | 2,010 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | $22.12万 | 0.01% | 3,377 | 3,377 | — | $22.12万 | 新建仓 |
| INTU | INTUIT COM | $22.14万 | 0.01% | 512 | -9 | -1.7% | -$3,891 | 减仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $22.47万 | 0.01% | 9,991 | 9,991 | — | $22.47万 | 新建仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $22.56万 | 0.01% | 4,303 | -462 | -9.7% | -$2.42万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $22.59万 | 0.01% | 3,496 | -1,313 | -27.3% | -$8.48万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $22.63万 | 0.01% | 2,215 | 54 | 2.5% | $5,517 | 重新持有 |
| UNM | UNUM GROUP COM | $22.65万 | 0.01% | 3,102 | -39,815 | -92.8% | -$290.77万 | 减仓 |
| SDSI | AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF | $22.74万 | 0.01% | 4,434 | 4,434 | — | $22.74万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $22.74万 | 0.01% | 2,086 | -164 | -7.3% | -$1.79万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $22.86万 | 0.01% | 465 | -100 | -17.7% | -$4.92万 | 减仓 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $22.91万 | 0.01% | 2,327 | 0 | 0.0% | — | 不变 |