NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CEDAR RAPIDS IA · SEC CIK 0001109767
$20.93亿2026Q2 申报市值
789持仓数
18.7%前十大占比 · 第一大 2.7%
66 / 54新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$1,092.69万
SA 新建仓+$708.58万
LLY 加仓+$510.51万
CORZ 加仓+$506.68万
DRAM 新建仓+$445.19万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,435.46万
USMV 减仓-$1,154.74万
SCHD 减仓-$1,135.00万
IJH 减仓-$1,023.28万
SEABRIDGE GOLD I 清仓-$753.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $77.64万 | 0.04% | 16,253 | -117 | -0.7% | -$5,589 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $77.86万 | 0.04% | 61,645 | 913 | 1.5% | $1.15万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $78.13万 | 0.04% | 14,927 | -5,355 | -26.4% | -$28.03万 | 减仓 |
| CRM | SALESFORCE INC COM | $78.13万 | 0.04% | 4,987 | -6,071 | -54.9% | -$95.11万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $79.12万 | 0.04% | 7,009 | 228 | 3.4% | $2.57万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $80.15万 | 0.04% | 7,456 | 1,074 | 16.8% | $11.55万 | 加仓 |
| DGT | STATE STREET SPDR GLOBAL DOW ETF | $80.43万 | 0.04% | 4,352 | -95 | -2.1% | -$1.76万 | 减仓 |
| AROC | ARCHROCK INC COM | $81.10万 | 0.04% | 19,922 | 1,178 | 6.3% | $4.80万 | 加仓 |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INCOME ETF | $81.26万 | 0.04% | 36,786 | 3,865 | 11.7% | $8.54万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $81.64万 | 0.04% | 15,260 | 15,260 | — | $81.64万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $81.71万 | 0.04% | 4,782 | 4,782 | — | $81.71万 | 新建仓 |
| VAW | VANGUARD MATERIALS ETF | $81.75万 | 0.04% | 3,573 | -102 | -2.8% | -$2.33万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $82.00万 | 0.04% | 6,478 | -98 | -1.5% | -$1.24万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $82.23万 | 0.04% | 44,113 | -526 | -1.2% | -$9,805 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $82.60万 | 0.04% | 17,164 | -5,827 | -25.3% | -$28.04万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $82.75万 | 0.04% | 27,574 | -3,798 | -12.1% | -$11.40万 | 减仓 |
| — | FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | $82.77万 | 0.04% | 20,658 | -675 | -3.2% | -$2.70万 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $82.81万 | 0.04% | 431,300 | 10,000 | 2.4% | $1.92万 | 加仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $83.55万 | 0.04% | 18,310 | -120 | -0.7% | -$5,476 | 减仓 |
| CSX | CSX CORP COM | $83.64万 | 0.04% | 17,598 | 107 | 0.6% | $5,086 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $84.08万 | 0.04% | 7,619 | 227 | 3.1% | $2.51万 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME FD COM | $84.64万 | 0.04% | 48,428 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $84.80万 | 0.04% | 20,523 | 13,174 | 179.3% | $54.44万 | 加仓 |
| O | REALTY INCOME CORP COM | $84.91万 | 0.04% | 13,704 | 263 | 2.0% | $1.63万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $85.09万 | 0.04% | 22,415 | 3,360 | 17.6% | $12.75万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $85.32万 | 0.04% | 6,753 | -75 | -1.1% | -$9,476 | 减仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $85.44万 | 0.04% | 15,375 | 546 | 3.7% | $3.03万 | 加仓 |
| DIS | DISNEY WALT CO COM | $86.20万 | 0.04% | 8,955 | -331 | -3.6% | -$3.19万 | 减仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $86.21万 | 0.04% | 16,349 | -232 | -1.4% | -$1.22万 | 减仓 |
| PLD | PROLOGIS INC. COM | $87.11万 | 0.04% | 6,429 | 447 | 7.5% | $6.06万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | $87.21万 | 0.04% | 122,317 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $87.59万 | 0.04% | 11,083 | 558 | 5.3% | $4.41万 | 加仓 |
| ENB | ENBRIDGE INC COM | $87.88万 | 0.04% | 16,211 | 163 | 1.0% | $8,837 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $88.16万 | 0.04% | 2,633 | -44 | -1.6% | -$1.47万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $88.75万 | 0.04% | 24,741 | -747 | -2.9% | -$2.68万 | 减仓 |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $89.02万 | 0.04% | 33,564 | 861 | 2.6% | $2.28万 | 加仓 |
| — | VIRTUS SEIX SENIOR LOAN ETF | $89.16万 | 0.04% | 38,545 | -2,915 | -7.0% | -$6.74万 | 减仓 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $89.31万 | 0.04% | 20,248 | 1,000 | 5.2% | $4.41万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $89.83万 | 0.04% | 4,716 | -98 | -2.0% | -$1.87万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $90.11万 | 0.04% | 8,820 | -69,224 | -88.7% | -$707.23万 | 减仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $90.15万 | 0.04% | 30,000 | 30,000 | — | $90.15万 | 新建仓 |
| FRPT | FRESHPET INC COM | $90.42万 | 0.04% | 15,295 | 15,295 | — | $90.42万 | 新建仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $90.65万 | 0.04% | 18,695 | -465 | -2.4% | -$2.25万 | 减仓 |
| TGT | TARGET CORP COM | $91.29万 | 0.04% | 6,989 | -470 | -6.3% | -$6.14万 | 减仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $91.76万 | 0.04% | 27,830 | 4,600 | 19.8% | $15.17万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $92.35万 | 0.04% | 12,171 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $92.94万 | 0.04% | 19,093 | -13,159 | -40.8% | -$64.06万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $93.07万 | 0.04% | 15,310 | 70 | 0.5% | $4,255 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $93.92万 | 0.04% | 25,745 | -1,228 | -4.6% | -$4.48万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $93.92万 | 0.04% | 37,523 | 238 | 0.6% | $5,957 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $94.36万 | 0.05% | 8,767 | 585 | 7.1% | $6.30万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $94.45万 | 0.05% | 6,206 | 3 | 0.0% | $457 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $94.72万 | 0.05% | 51,281 | 1,062 | 2.1% | $1.96万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $94.96万 | 0.05% | 1,482 | -87 | -5.5% | -$5.57万 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $95.29万 | 0.05% | 53,293 | -7,358 | -12.1% | -$13.16万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $95.49万 | 0.05% | 21,061 | 1,147 | 5.8% | $5.20万 | 加仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $95.62万 | 0.05% | 24,724 | 915 | 3.8% | $3.54万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $95.72万 | 0.05% | 9,253 | -11,100 | -54.5% | -$114.83万 | 减仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $96.08万 | 0.05% | 185,131 | 16,885 | 10.0% | $8.76万 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $96.09万 | 0.05% | 34,405 | 34,405 | — | $96.09万 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $96.14万 | 0.05% | 34,092 | 597 | 1.8% | $1.68万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $96.62万 | 0.05% | 1,126 | 1,126 | — | $96.62万 | 新建仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $98.10万 | 0.05% | 7,603 | -240 | -3.1% | -$3.10万 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD IN COM | $99.50万 | 0.05% | 85,337 | -1,349 | -1.6% | -$1.57万 | 减仓 |
| UNP | UNION PAC CORP COM | $99.70万 | 0.05% | 3,665 | 476 | 14.9% | $12.95万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $99.85万 | 0.05% | 7,305 | -92 | -1.2% | -$1.26万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $99.87万 | 0.05% | 7,814 | 38 | 0.5% | $4,857 | 加仓 |
| SII | SPROTT INC COM NEW | $99.99万 | 0.05% | 8,900 | -4,100 | -31.5% | -$46.06万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $100.07万 | 0.05% | 22,184 | -732 | -3.2% | -$3.30万 | 减仓 |
| — | PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $100.29万 | 0.05% | 22,275 | 2,947 | 15.2% | $13.27万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $100.47万 | 0.05% | 9,821 | -30 | -0.3% | -$3,069 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $101.62万 | 0.05% | 20,094 | 7,717 | 62.3% | $39.03万 | 加仓 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $101.64万 | 0.05% | 20,405 | 13,823 | 210.0% | $68.85万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $101.64万 | 0.05% | 14,945 | 1,167 | 8.5% | $7.94万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $101.95万 | 0.05% | 2,961 | 113 | 4.0% | $3.89万 | 加仓 |
| T | AT&T INC COM | $103.07万 | 0.05% | 49,793 | -300 | -0.6% | -$6,210 | 减仓 |
| AVT | AVNET INC COM | $103.49万 | 0.05% | 11,651 | 755 | 6.9% | $6.71万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $104.49万 | 0.05% | 7,872 | -87 | -1.1% | -$1.15万 | 减仓 |
| VICI | VICI PPTYS INC COM | $106.13万 | 0.05% | 39,972 | -240 | -0.6% | -$6,372 | 减仓 |
| NEM | NEWMONT CORP COM | $106.28万 | 0.05% | 11,378 | -149 | -1.3% | -$1.39万 | 减仓 |
| DOV | DOVER CORP COM | $106.88万 | 0.05% | 4,765 | 87 | 1.9% | $1.95万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $106.97万 | 0.05% | 38,941 | 3,416 | 9.6% | $9.38万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $107.02万 | 0.05% | 21,237 | 150 | 0.7% | $7,559 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $107.74万 | 0.05% | 5,083 | 89 | 1.8% | $1.89万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $108.17万 | 0.05% | 6,835 | -700 | -9.3% | -$11.08万 | 减仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $109.22万 | 0.05% | 20,472 | 5,642 | 38.0% | $30.10万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $109.33万 | 0.05% | 11,434 | -19,740 | -63.3% | -$188.76万 | 减仓 |
| UJUN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE | $110.12万 | 0.05% | 28,572 | 28,572 | — | $110.12万 | 新建仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $111.23万 | 0.05% | 22,344 | -1,749 | -7.3% | -$8.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $111.36万 | 0.05% | 6,155 | 210 | 3.5% | $3.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $112.35万 | 0.05% | 2,703 | -134 | -4.7% | -$5.57万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $113.60万 | 0.05% | 7,566 | -150 | -1.9% | -$2.25万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $113.75万 | 0.05% | 19,741 | 726 | 3.8% | $4.18万 | 加仓 |
| — | FT VEST 20 YEAR TREASURY & TARGET INCOME ETF | $113.84万 | 0.05% | 61,705 | 1,753 | 2.9% | $3.23万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $113.95万 | 0.05% | 7,880 | -116 | -1.5% | -$1.68万 | 减仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $114.05万 | 0.05% | 28,100 | 4,049 | 16.8% | $16.43万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $114.53万 | 0.05% | 11,883 | 49 | 0.4% | $4,723 | 加仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $114.57万 | 0.05% | 24,966 | -485 | -1.9% | -$2.23万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $115.21万 | 0.06% | 7,869 | -212 | -2.6% | -$3.10万 | 减仓 |
| EMF | TEMPLETON EMERGING MKTS FD COM | $116.10万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |