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 |
|---|---|---|---|---|---|---|---|---|
| RH | RH COM | $37.75万 | 0.02% | 2,700 | 1,100 | 68.8% | $15.38万 | 加仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $37.78万 | 0.02% | 11,282 | 11,282 | — | $37.78万 | 新建仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $37.82万 | 0.02% | 2,949 | 636 | 27.5% | $8.16万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $38.12万 | 0.02% | 6,613 | 3,247 | 96.5% | $18.72万 | 重新持有 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $38.26万 | 0.02% | 5,094 | 3 | 0.1% | $225 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $38.44万 | 0.02% | 5,288 | -946 | -15.2% | -$6.88万 | 减仓 |
| EOG | EOG RES INC COM | $38.48万 | 0.02% | 2,661 | 59 | 2.3% | $8,532 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $38.77万 | 0.02% | 15,031 | 1,004 | 7.2% | $2.59万 | 加仓 |
| — | NUVEEN NEW JERSEY COM | $39.53万 | 0.02% | 32,141 | 842 | 2.7% | $1.04万 | 加仓 |
| — | COTERRA ENERGY INC COM | $39.59万 | 0.02% | 11,265 | -1,519 | -11.9% | -$5.34万 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $39.74万 | 0.02% | 10,842 | -90 | -0.8% | -$3,299 | 减仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $39.74万 | 0.02% | 8,486 | 2,272 | 36.6% | $10.64万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $39.88万 | 0.02% | 5,364 | 131 | 2.5% | $9,740 | 加仓 |
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | $39.99万 | 0.02% | 8,778 | 535 | 6.5% | $2.44万 | 加仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $40.15万 | 0.02% | 10,051 | -117 | -1.2% | -$4,673 | 减仓 |
| VAL | VALARIS LTD CL A | $40.36万 | 0.02% | 4,117 | -2,000 | -32.7% | -$19.61万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $40.43万 | 0.02% | 15,014 | 1,500 | 11.1% | $4.04万 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $40.52万 | 0.02% | 5,646 | -201 | -3.4% | -$1.44万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $40.86万 | 0.02% | 5,822 | -48 | -0.8% | -$3,369 | 减仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $41.11万 | 0.02% | 10,241 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $41.39万 | 0.02% | 2,498 | 2,498 | — | $41.39万 | 新建仓 |
| FLXS | FLEXSTEEL INDS INC COM | $41.53万 | 0.02% | 9,241 | -900 | -8.9% | -$4.04万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $41.67万 | 0.02% | 2,052 | -166 | -7.5% | -$3.37万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $42.05万 | 0.02% | 16,050 | 16,050 | — | $42.05万 | 新建仓 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $42.06万 | 0.02% | 15,260 | 15,260 | — | $42.06万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $42.15万 | 0.02% | 8,968 | 1,923 | 27.3% | $9.04万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $42.21万 | 0.02% | 24,652 | 2,516 | 11.4% | $4.31万 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $42.71万 | 0.02% | 8,575 | -177 | -2.0% | -$8,817 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $43.01万 | 0.02% | 2,714 | 2 | 0.1% | $317 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $43.22万 | 0.02% | 39,430 | -700 | -1.7% | -$7,672 | 减仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $44.17万 | 0.02% | 10,540 | 0 | 0.0% | — | 不变 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $44.24万 | 0.02% | 12,808 | 12,808 | — | $44.24万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $44.29万 | 0.02% | 20,942 | 28 | 0.1% | $592 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $44.42万 | 0.02% | 1,529 | -5 | -0.3% | -$1,453 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $44.70万 | 0.02% | 1,675 | -54 | -3.1% | -$1.44万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $44.84万 | 0.02% | 5,810 | 2,510 | 76.1% | $19.37万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $45.15万 | 0.02% | 2,674 | -2,336 | -46.6% | -$39.44万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $45.79万 | 0.02% | 2,180 | 28 | 1.3% | $5,881 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $45.85万 | 0.02% | 18,800 | -5,050 | -21.2% | -$12.32万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF | $46.10万 | 0.02% | 11,491 | 96 | 0.8% | $3,851 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $46.16万 | 0.02% | 66,422 | 2,500 | 3.9% | $1.74万 | 加仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $46.32万 | 0.02% | 19,330 | 4,931 | 34.2% | $11.82万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $46.49万 | 0.02% | 1,168 | 60 | 5.4% | $2.39万 | 加仓 |
| CCJ | CAMECO CORP COM | $46.50万 | 0.02% | 4,281 | -19,534 | -82.0% | -$212.18万 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $46.54万 | 0.02% | 12,415 | 847 | 7.3% | $3.18万 | 加仓 |
| URNM | SPROTT URANIUM MINERS ETF | $46.57万 | 0.02% | 7,375 | -2,775 | -27.3% | -$17.52万 | 减仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $47.13万 | 0.02% | 7,246 | 61 | 0.8% | $3,967 | 加仓 |
| OKLO | OKLO INC COM CL A | $47.40万 | 0.02% | 9,559 | 657 | 7.4% | $3.26万 | 加仓 |
| XYZ | BLOCK INC CL A | $47.40万 | 0.02% | 7,877 | -40 | -0.5% | -$2,407 | 减仓 |
| EDD | MORGAN STANLEY EMERGING MKTS COM | $47.56万 | 0.02% | 93,815 | 28,815 | 44.3% | $14.61万 | 加仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $47.61万 | 0.02% | 3,781 | -150 | -3.8% | -$1.89万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $47.65万 | 0.02% | 5,123 | -216 | -4.0% | -$2.01万 | 减仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $47.71万 | 0.02% | 9,424 | -73 | -0.8% | -$3,696 | 减仓 |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | $47.94万 | 0.02% | 17,600 | 17,600 | — | $47.94万 | 新建仓 |
| — | BLACKROCK ENERGY & RES TR COM | $48.34万 | 0.02% | 27,928 | 961 | 3.6% | $1.66万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $48.38万 | 0.02% | 24,770 | 886 | 3.7% | $1.73万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $48.55万 | 0.03% | 1,321 | -510 | -27.9% | -$18.74万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $48.61万 | 0.03% | 11,420 | 1,655 | 16.9% | $7.04万 | 加仓 |
| CTVA | CORTEVA INC COM | $48.93万 | 0.03% | 5,845 | 1,604 | 37.8% | $13.43万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $49.07万 | 0.03% | 5,872 | 100 | 1.7% | $8,357 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $49.15万 | 0.03% | 17,118 | 805 | 4.9% | $2.31万 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $49.23万 | 0.03% | 25,084 | 188 | 0.8% | $3,690 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $49.35万 | 0.03% | 3,648 | -103 | -2.7% | -$1.39万 | 减仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | $49.66万 | 0.03% | 12,843 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $49.74万 | 0.03% | 40,440 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $50.21万 | 0.03% | 39,662 | -2,043 | -4.9% | -$2.59万 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $51.05万 | 0.03% | 6,589 | 806 | 13.9% | $6.24万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $51.07万 | 0.03% | 5,452 | -123 | -2.2% | -$1.15万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $51.12万 | 0.03% | 5,900 | 500 | 9.3% | $4.33万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $51.12万 | 0.03% | 4,096 | -18,088 | -81.5% | -$225.74万 | 减仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $51.29万 | 0.03% | 17,165 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $51.31万 | 0.03% | 3,709 | 162 | 4.6% | $2.24万 | 加仓 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $51.47万 | 0.03% | 15,250 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $51.57万 | 0.03% | 1,569 | -58 | -3.6% | -$1.91万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $51.90万 | 0.03% | 22,654 | 3,836 | 20.4% | $8.79万 | 加仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $51.90万 | 0.03% | 10,176 | -1,144 | -10.1% | -$5.83万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $51.95万 | 0.03% | 1,447 | 1 | 0.1% | $359 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COM | $52.92万 | 0.03% | 21,365 | -725 | -3.3% | -$1.80万 | 减仓 |
| IAPR | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | $53.28万 | 0.03% | 16,825 | 0 | 0.0% | — | 不变 |
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $53.43万 | 0.03% | 10,989 | -2,058 | -15.8% | -$10.01万 | 减仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $53.52万 | 0.03% | 10,606 | 4,276 | 67.6% | $21.58万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $53.57万 | 0.03% | 10,613 | -2 | -0.0% | -$101 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $53.83万 | 0.03% | 21,009 | 3,718 | 21.5% | $9.53万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $54.14万 | 0.03% | 26,507 | 792 | 3.1% | $1.62万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $54.56万 | 0.03% | 22,916 | -2,175 | -8.7% | -$5.18万 | 减仓 |
| D | DOMINION ENERGY INC COM | $55.39万 | 0.03% | 8,960 | 455 | 5.3% | $2.81万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $55.48万 | 0.03% | 8,297 | -127 | -1.5% | -$8,492 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $55.58万 | 0.03% | 2,835 | 13 | 0.5% | $2,549 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $56.06万 | 0.03% | 5,436 | 2 | 0.0% | $206 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $56.43万 | 0.03% | 1,774 | 35 | 2.0% | $1.11万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $56.72万 | 0.03% | 4,329 | -116 | -2.6% | -$1.52万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $56.86万 | 0.03% | 12,121 | 1,757 | 17.0% | $8.24万 | 加仓 |
| CI | THE CIGNA GROUP COM | $57.03万 | 0.03% | 2,137 | -94 | -4.2% | -$2.51万 | 减仓 |
| E | ENI SPA SPONSORED ADR | $57.04万 | 0.03% | 10,075 | -86 | -0.8% | -$4,869 | 减仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $57.69万 | 0.03% | 14,799 | 1,999 | 15.6% | $7.79万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $57.80万 | 0.03% | 32,488 | -1,170 | -3.5% | -$2.08万 | 减仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $58.29万 | 0.03% | 16,072 | -770 | -4.6% | -$2.79万 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $58.98万 | 0.03% | 421,300 | 3,000 | 0.7% | $4,200 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $58.98万 | 0.03% | 6,785 | 6,785 | — | $58.98万 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $59.14万 | 0.03% | 3,209 | -299 | -8.5% | -$5.51万 | 减仓 |