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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $87.62万 | 0.05% | 7,397 | -2,276 | -23.5% | -$26.96万 | 减仓 |
| — | NUVEEN MORTGAGE AND INCOME FD COM | $87.80万 | 0.05% | 48,428 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $87.93万 | 0.05% | 33,495 | 279 | 0.8% | $7,324 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $88.16万 | 0.05% | 16,645 | 1,102 | 7.1% | $5.84万 | 加仓 |
| — | PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $88.49万 | 0.05% | 19,328 | 582 | 3.1% | $2.66万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $88.82万 | 0.05% | 7,399 | -4,744 | -39.1% | -$56.95万 | 减仓 |
| DIS | DISNEY WALT CO COM | $89.50万 | 0.05% | 9,286 | -223 | -2.3% | -$2.15万 | 减仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $90.39万 | 0.05% | 7,843 | -403 | -4.9% | -$4.64万 | 减仓 |
| TGT | TARGET CORP COM | $90.41万 | 0.05% | 7,459 | -5,162 | -40.9% | -$62.57万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $90.54万 | 0.05% | 6,203 | 29 | 0.5% | $4,233 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $90.74万 | 0.05% | 26,973 | -461 | -1.7% | -$1.55万 | 减仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $90.75万 | 0.05% | 18,336 | 306 | 1.7% | $1.51万 | 加仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $91.09万 | 0.05% | 19,160 | 300 | 1.6% | $1.43万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $91.27万 | 0.05% | 4,814 | 111 | 2.4% | $2.10万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $91.29万 | 0.05% | 2,848 | -30 | -1.0% | -$9,616 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $91.39万 | 0.05% | 19,914 | 2,039 | 11.4% | $9.36万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $92.25万 | 0.05% | 1,322 | -6 | -0.5% | -$4,187 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $93.14万 | 0.05% | 37,285 | 3,675 | 10.9% | $9.18万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $94.34万 | 0.05% | 31,372 | -12,745 | -28.9% | -$38.33万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $94.86万 | 0.05% | 7,996 | 184 | 2.4% | $2.18万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $94.86万 | 0.05% | 3,992 | 167 | 4.4% | $3.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $95.16万 | 0.05% | 6,828 | 158 | 2.4% | $2.20万 | 加仓 |
| — | VIRTUS SEIX SENIOR LOAN ETF | $95.61万 | 0.05% | 41,460 | -1,720 | -4.0% | -$3.97万 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD IN COM | $96.22万 | 0.05% | 86,686 | -1,166 | -1.3% | -$1.29万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $96.24万 | 0.05% | 7,535 | -1,200 | -13.7% | -$15.33万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $96.26万 | 0.05% | 21,087 | 3,354 | 18.9% | $15.31万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $96.44万 | 0.05% | 20,663 | 2,136 | 11.5% | $9.97万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $96.45万 | 0.05% | 35,525 | 8,070 | 29.4% | $21.91万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $97.50万 | 0.05% | 24,051 | 4,074 | 20.4% | $16.52万 | 加仓 |
| WRB | BERKLEY W R CORP COM | $97.52万 | 0.05% | 14,713 | 99 | 0.7% | $6,562 | 加仓 |
| DOV | DOVER CORP COM | $97.52万 | 0.05% | 4,678 | 58 | 1.3% | $1.21万 | 加仓 |
| — | FIRST TRUST EXPANDED TECHNOLOGY ETF | $97.56万 | 0.05% | 29,722 | -1,434 | -4.6% | -$4.71万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $97.89万 | 0.05% | 4,994 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $98.05万 | 0.05% | 36,006 | 970 | 2.8% | $2.64万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $98.09万 | 0.05% | 15,177 | 183 | 1.2% | $1.18万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $98.30万 | 0.05% | 5,945 | 3,411 | 134.6% | $56.40万 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $98.73万 | 0.05% | 14,031 | -853 | -5.7% | -$6.00万 | 减仓 |
| ZTS | ZOETIS INC CL A | $99.11万 | 0.05% | 8,384 | -165 | -1.9% | -$1.95万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $99.39万 | 0.05% | 42,621 | 7,084 | 19.9% | $16.52万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $99.83万 | 0.05% | 6,102 | 1,063 | 21.1% | $17.39万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $102.97万 | 0.05% | 41,603 | -10,824 | -20.6% | -$26.79万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $103.54万 | 0.05% | 8,081 | 42 | 0.5% | $5,381 | 加仓 |
| INTC | INTEL CORP COM | $103.82万 | 0.05% | 23,525 | 402 | 1.7% | $1.77万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $105.32万 | 0.05% | 20,282 | 9,506 | 88.2% | $49.36万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $106.21万 | 0.05% | 30,071 | 150 | 0.5% | $5,298 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $106.94万 | 0.06% | 10,627 | 178 | 1.7% | $1.79万 | 加仓 |
| TWLO | TWILIO INC CL A | $107.05万 | 0.06% | 8,508 | -53 | -0.6% | -$6,668 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $107.46万 | 0.06% | 22,991 | -3,326 | -12.6% | -$15.55万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $107.59万 | 0.06% | 6,652 | 356 | 5.7% | $5.76万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $107.66万 | 0.06% | 60,651 | 2,286 | 3.9% | $4.06万 | 加仓 |
| SFLO | VICTORYSHARES SMALL CAP FREE CASH FLOW ETF | $107.68万 | 0.06% | 35,858 | 2,135 | 6.3% | $6.41万 | 加仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $108.17万 | 0.06% | 25,451 | 103 | 0.4% | $4,378 | 加仓 |
| HUBB | HUBBELL INC COM | $108.33万 | 0.06% | 2,207 | 414 | 23.1% | $20.32万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $109.21万 | 0.06% | 5,591 | 2,040 | 57.4% | $39.85万 | 加仓 |
| VICI | VICI PPTYS INC COM | $109.86万 | 0.06% | 40,212 | 40,212 | — | $109.86万 | 新建仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $110.26万 | 0.06% | 27,469 | 514 | 1.9% | $2.06万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $110.43万 | 0.06% | 5,307 | 2,889 | 119.5% | $60.12万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $110.47万 | 0.06% | 9,358 | 9,358 | — | $110.47万 | 新建仓 |
| BKGI | BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | $111.35万 | 0.06% | 25,000 | 10,695 | 74.8% | $47.64万 | 加仓 |
| MGMT | BALLAST SMALL/MID CAP ETF | $112.27万 | 0.06% | 24,883 | 0 | 0.0% | — | 不变 |
| — | FT VEST 20 YEAR TREASURY & TARGET INCOME ETF | $112.53万 | 0.06% | 59,952 | -56 | -0.1% | -$1,051 | 减仓 |
| WFC | WELLS FARGO & CO COM | $112.60万 | 0.06% | 14,143 | 50 | 0.4% | $3,981 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $113.16万 | 0.06% | 1,264 | -4 | -0.3% | -$3,581 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $113.28万 | 0.06% | 11,834 | 176 | 1.5% | $1.68万 | 加仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $113.96万 | 0.06% | 16,566 | 420 | 2.6% | $2.89万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $115.33万 | 0.06% | 19,015 | 5,105 | 36.7% | $30.96万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $115.38万 | 0.06% | 45,159 | 793 | 1.8% | $2.03万 | 加仓 |
| TPR | TAPESTRY INC COM | $115.41万 | 0.06% | 8,179 | -64 | -0.8% | -$9,031 | 减仓 |
| MMM | 3M CO COM | $115.42万 | 0.06% | 7,947 | 91 | 1.2% | $1.32万 | 加仓 |
| SO | SOUTHERN CO COM | $115.47万 | 0.06% | 11,963 | -783 | -6.1% | -$7.56万 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $116.02万 | 0.06% | 29,025 | 6,642 | 29.7% | $26.55万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $116.15万 | 0.06% | 2,723 | -227 | -7.7% | -$9.68万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $116.41万 | 0.06% | 28,963 | 5,985 | 26.0% | $24.05万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $117.15万 | 0.06% | 49,453 | 41,238 | 502.0% | $97.69万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $117.68万 | 0.06% | 3,912 | -10,249 | -72.4% | -$308.32万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $118.38万 | 0.06% | 14,350 | 1,806 | 14.4% | $14.90万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $118.62万 | 0.06% | 40,223 | 2,750 | 7.3% | $8.11万 | 加仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $118.83万 | 0.06% | 24,678 | -327 | -1.3% | -$1.57万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $119.20万 | 0.06% | 4,376 | 50 | 1.2% | $1.36万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $119.66万 | 0.06% | 6,238 | 507 | 8.8% | $9.73万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $120.01万 | 0.06% | 24,093 | -1,173 | -4.6% | -$5.84万 | 减仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $120.83万 | 0.06% | 18,372 | 4,383 | 31.3% | $28.83万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $122.61万 | 0.06% | 11,427 | 945 | 9.0% | $10.14万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $122.80万 | 0.06% | 2,887 | -80 | -2.7% | -$3.40万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $124.39万 | 0.06% | 8,215 | 170 | 2.1% | $2.57万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $124.45万 | 0.06% | 4,751 | -37 | -0.8% | -$9,692 | 减仓 |
| AZO | AUTOZONE INC COM | $124.64万 | 0.06% | 369 | 54 | 17.1% | $18.24万 | 加仓 |
| NEM | NEWMONT CORP COM | $124.79万 | 0.06% | 11,527 | -23,050 | -66.7% | -$249.54万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $126.19万 | 0.06% | 15,392 | 32 | 0.2% | $2,623 | 加仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $126.34万 | 0.07% | 14,620 | 567 | 4.0% | $4.90万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $126.35万 | 0.07% | 33,251 | 11,275 | 51.3% | $42.84万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $127.10万 | 0.07% | 38,089 | 11,845 | 45.1% | $39.53万 | 加仓 |
| ETN | EATON CORP PLC SHS | $127.76万 | 0.07% | 3,572 | 40 | 1.1% | $1.43万 | 加仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $128.44万 | 0.07% | 44,366 | 2,205 | 5.2% | $6.38万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $128.52万 | 0.07% | 16,667 | 2,053 | 14.0% | $15.83万 | 加仓 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $129.79万 | 0.07% | 19,940 | -280 | -1.4% | -$1.82万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $131.15万 | 0.07% | 2,845 | 1,742 | 157.9% | $80.30万 | 加仓 |
| URI | UNITED RENTALS INC COM | $131.76万 | 0.07% | 1,808 | 72 | 4.1% | $5.25万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $132.25万 | 0.07% | 4,024 | 466 | 13.1% | $15.32万 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $132.68万 | 0.07% | 26,755 | 1,075 | 4.2% | $5.33万 | 加仓 |