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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | $59.50万 | 0.03% | 17,537 | -420 | -2.3% | -$1.42万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $60.38万 | 0.03% | 4,611 | 55 | 1.2% | $7,203 | 加仓 |
| JOE | ST JOE CO COM | $60.92万 | 0.03% | 9,700 | 3,000 | 44.8% | $18.84万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $60.96万 | 0.03% | 33,167 | -2,580 | -7.2% | -$4.74万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $60.96万 | 0.03% | 6,276 | 781 | 14.2% | $7.59万 | 加仓 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $61.11万 | 0.03% | 17,276 | -525 | -2.9% | -$1.86万 | 减仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $61.18万 | 0.03% | 15,575 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $62.13万 | 0.03% | 718 | 64 | 9.8% | $5.54万 | 加仓 |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | $62.39万 | 0.03% | 16,217 | -487 | -2.9% | -$1.87万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $62.64万 | 0.03% | 12,377 | -3,824 | -23.6% | -$19.35万 | 减仓 |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $62.69万 | 0.03% | 17,294 | -225 | -1.3% | -$8,156 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $62.79万 | 0.03% | 6,382 | 656 | 11.5% | $6.45万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $62.89万 | 0.03% | 4,545 | -170 | -3.6% | -$2.35万 | 减仓 |
| — | RELATIVE SENTIMENT TACTICAL ALLOCATION ETF | $63.19万 | 0.03% | 15,410 | 15,410 | — | $63.19万 | 新建仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $64.01万 | 0.03% | 5,363 | -7 | -0.1% | -$835 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $64.13万 | 0.03% | 13,272 | 1,281 | 10.7% | $6.19万 | 加仓 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $64.35万 | 0.03% | 16,580 | -503 | -2.9% | -$1.95万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $64.39万 | 0.03% | 18,170 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $64.83万 | 0.03% | 344 | 4 | 1.2% | $7,539 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $65.04万 | 0.03% | 8,071 | 650 | 8.8% | $5.24万 | 加仓 |
| AROC | ARCHROCK INC COM | $65.23万 | 0.03% | 18,744 | 311 | 1.7% | $1.08万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $65.42万 | 0.03% | 6,551 | 89 | 1.4% | $8,888 | 加仓 |
| MO | ALTRIA GROUP INC COM | $65.44万 | 0.03% | 9,917 | 85 | 0.9% | $5,609 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $65.57万 | 0.03% | 19,055 | 2,316 | 13.8% | $7.97万 | 加仓 |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INCOME ETF | $65.58万 | 0.03% | 32,921 | 3,086 | 10.3% | $6.15万 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $65.87万 | 0.03% | 6,134 | 215 | 3.6% | $2.31万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $66.08万 | 0.03% | 30,450 | 375 | 1.2% | $8,138 | 加仓 |
| — | BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $66.27万 | 0.03% | 60,800 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $66.46万 | 0.03% | 6,889 | 1,395 | 25.4% | $13.46万 | 加仓 |
| — | HONEYWELL INTL INC COM | $66.65万 | 0.03% | 2,948 | 10 | 0.3% | $2,261 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $67.08万 | 0.03% | 2,677 | -317 | -10.6% | -$7.94万 | 减仓 |
| AVT | AVNET INC COM | $67.14万 | 0.03% | 10,896 | 176 | 1.6% | $1.08万 | 加仓 |
| APH | AMPHENOL CORP CL A | $67.40万 | 0.03% | 5,334 | 65 | 1.2% | $8,213 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $67.41万 | 0.03% | 13,229 | -577 | -4.2% | -$2.94万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $67.58万 | 0.03% | 18,166 | 6,538 | 56.2% | $24.32万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $68.03万 | 0.04% | 25,563 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $68.20万 | 0.04% | 23,230 | 450 | 2.0% | $1.32万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $68.47万 | 0.04% | 7,959 | -87 | -1.1% | -$7,485 | 减仓 |
| GPRK | GEOPARK LTD USD SHS | $68.65万 | 0.04% | 72,260 | 72,260 | — | $68.65万 | 新建仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $68.83万 | 0.04% | 35,155 | 7,110 | 25.4% | $13.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $68.92万 | 0.04% | 9,582 | -7,061 | -42.4% | -$50.79万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $69.01万 | 0.04% | 3,998 | -26 | -0.6% | -$4,488 | 减仓 |
| DG | DOLLAR GEN CORP COM | $69.52万 | 0.04% | 5,855 | 374 | 6.8% | $4.44万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $69.72万 | 0.04% | 5,878 | 409 | 7.5% | $4.85万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | $69.84万 | 0.04% | 122,317 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $70.10万 | 0.04% | 6,781 | 1,687 | 33.1% | $17.44万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $70.19万 | 0.04% | 58,246 | 1,027 | 1.8% | $1.24万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $70.23万 | 0.04% | 13,164 | -333 | -2.5% | -$1.78万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $70.70万 | 0.04% | 7,137 | -172 | -2.4% | -$1.70万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $70.99万 | 0.04% | 8,193 | 49 | 0.6% | $4,246 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $71.52万 | 0.04% | 3,626 | 3,626 | — | $71.52万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $71.73万 | 0.04% | 44,639 | 44,639 | — | $71.73万 | 新建仓 |
| CSX | CSX CORP COM | $71.80万 | 0.04% | 17,491 | 124 | 0.7% | $5,090 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $71.86万 | 0.04% | 10,144 | 1,280 | 14.4% | $9.07万 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $72.25万 | 0.04% | 7,211 | -485 | -6.3% | -$4.86万 | 减仓 |
| FLCB | FRANKLIN U.S CORE BOND ETF | $72.55万 | 0.04% | 33,758 | 10,261 | 43.7% | $22.05万 | 加仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $73.04万 | 0.04% | 16,370 | 10,875 | 197.9% | $48.52万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $73.56万 | 0.04% | 12,171 | -400 | -3.2% | -$2.42万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $73.85万 | 0.04% | 60,732 | -3,549 | -5.5% | -$4.32万 | 减仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $74.15万 | 0.04% | 14,830 | 4,065 | 37.8% | $20.32万 | 加仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $74.20万 | 0.04% | 14,829 | 200 | 1.4% | $1.00万 | 加仓 |
| DGT | STATE STREET SPDR GLOBAL DOW ETF | $75.40万 | 0.04% | 4,447 | -1,097 | -19.8% | -$18.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $76.78万 | 0.04% | 2,837 | 274 | 10.7% | $7.42万 | 加仓 |
| — | FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | $76.85万 | 0.04% | 21,333 | -300 | -1.4% | -$1.08万 | 减仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $76.89万 | 0.04% | 18,430 | -35 | -0.2% | -$1,460 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $77.18万 | 0.04% | 7,667 | 1,128 | 17.3% | $11.36万 | 加仓 |
| UNP | UNION PAC CORP COM | $77.39万 | 0.04% | 3,189 | -399 | -11.1% | -$9.68万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $77.49万 | 0.04% | 9,851 | 171 | 1.8% | $1.35万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $77.76万 | 0.04% | 51,769 | 1,301 | 2.6% | $1.95万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $78.40万 | 0.04% | 3,200 | -34 | -1.1% | -$8,330 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $78.44万 | 0.04% | 3,532 | 3,532 | — | $78.44万 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $78.57万 | 0.04% | 168,246 | 2,821 | 1.7% | $1.32万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $78.80万 | 0.04% | 7,399 | 657 | 9.7% | $7.00万 | 加仓 |
| PLD | PROLOGIS INC. COM | $79.07万 | 0.04% | 5,982 | -222 | -3.6% | -$2.93万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $79.48万 | 0.04% | 14,400 | 1,458 | 11.3% | $8.05万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $79.57万 | 0.04% | 4,415 | 4,415 | — | $79.57万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $79.71万 | 0.04% | 2,079 | 78 | 3.9% | $2.99万 | 加仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $79.73万 | 0.04% | 16,581 | -44 | -0.3% | -$2,116 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $80.16万 | 0.04% | 13,778 | 6,102 | 79.5% | $35.50万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $80.93万 | 0.04% | 4,168 | 159 | 4.0% | $3.09万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $81.61万 | 0.04% | 7,392 | 876 | 13.4% | $9.67万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $81.88万 | 0.04% | 39,459 | 39,459 | — | $81.88万 | 新建仓 |
| O | REALTY INCOME CORP COM | $82.23万 | 0.04% | 13,441 | 196 | 1.5% | $1.20万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $82.81万 | 0.04% | 3,675 | -13 | -0.4% | -$2,929 | 减仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $82.91万 | 0.04% | 33,119 | 1,549 | 4.9% | $3.88万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $83.36万 | 0.04% | 50,219 | 1,056 | 2.1% | $1.75万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $83.43万 | 0.04% | 10,525 | 266 | 2.6% | $2.11万 | 加仓 |
| KR | KROGER CO COM | $84.94万 | 0.04% | 11,738 | -68 | -0.6% | -$4,921 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $85.31万 | 0.04% | 7,776 | 7 | 0.1% | $768 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $86.10万 | 0.04% | 25,488 | -327 | -1.3% | -$1.10万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $86.11万 | 0.04% | 6,576 | 708 | 12.1% | $9.27万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $86.23万 | 0.04% | 15,240 | 5,504 | 56.5% | $31.14万 | 加仓 |
| QCOM | QUALCOMM INC COM | $86.64万 | 0.04% | 6,727 | -323 | -4.6% | -$4.16万 | 减仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $86.86万 | 0.04% | 23,809 | -519 | -2.1% | -$1.89万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $86.86万 | 0.04% | 8,182 | 946 | 13.1% | $10.04万 | 加仓 |
| ENB | ENBRIDGE INC COM | $86.89万 | 0.04% | 16,048 | 33 | 0.2% | $1,787 | 加仓 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $87.08万 | 0.04% | 19,248 | 19,248 | — | $87.08万 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $87.13万 | 0.04% | 4,459 | 130 | 3.0% | $2.54万 | 加仓 |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $87.22万 | 0.04% | 32,703 | -293 | -0.9% | -$7,814 | 减仓 |
| EMF | TEMPLETON EMERGING MKTS FD COM | $87.45万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |