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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP COM | $132.92万 | 0.07% | 27,266 | 874 | 3.3% | $4.26万 | 加仓 |
| F | FORD MTR CO COM | $133.01万 | 0.07% | 115,260 | 5,463 | 5.0% | $6.30万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $133.33万 | 0.07% | 47,874 | 590 | 1.2% | $1.64万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $133.53万 | 0.07% | 7,716 | 88 | 1.2% | $1.52万 | 加仓 |
| NUE | NUCOR CORP COM | $133.99万 | 0.07% | 7,923 | 4 | 0.1% | $676 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $134.59万 | 0.07% | 7,822 | -678 | -8.0% | -$11.67万 | 减仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $135.48万 | 0.07% | 30,066 | 4,056 | 15.6% | $18.28万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $135.60万 | 0.07% | 13,483 | 2,670 | 24.7% | $26.85万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $136.38万 | 0.07% | 29,778 | 29,778 | — | $136.38万 | 新建仓 |
| LSGR | NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF | $137.01万 | 0.07% | 34,783 | 4,345 | 14.3% | $17.11万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $137.88万 | 0.07% | 56,810 | 6,580 | 13.1% | $15.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $137.97万 | 0.07% | 6,958 | -296 | -4.1% | -$5.87万 | 减仓 |
| HTGC | HERCULES CAPITAL INC COM | $139.75万 | 0.07% | 94,616 | -3,721 | -3.8% | -$5.50万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $140.35万 | 0.07% | 15,822 | 904 | 6.1% | $8.02万 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $140.74万 | 0.07% | 41,714 | 1,047 | 2.6% | $3.53万 | 加仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $141.25万 | 0.07% | 61,547 | 6,674 | 12.2% | $15.32万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $141.32万 | 0.07% | 6,149 | 62 | 1.0% | $1.42万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $141.71万 | 0.07% | 26,828 | 0 | 0.0% | — | 不变 |
| PEO | ADAM NAT RES FD INC COM | $142.56万 | 0.07% | 51,280 | 1,190 | 2.4% | $3.31万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $142.63万 | 0.07% | 13,088 | 1,068 | 8.9% | $11.64万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $143.13万 | 0.07% | 12,920 | 3,164 | 32.4% | $35.05万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $143.16万 | 0.07% | 72,375 | -34,079 | -32.0% | -$67.41万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $143.33万 | 0.07% | 7,962 | 504 | 6.8% | $9.07万 | 加仓 |
| RRC | RANGE RES CORP COM | $144.90万 | 0.07% | 32,072 | 1 | 0.0% | $45 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $145.17万 | 0.07% | 15,841 | -523 | -3.2% | -$4.79万 | 减仓 |
| T | AT&T INC COM | $145.22万 | 0.07% | 50,093 | 1,886 | 3.9% | $5.47万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $145.42万 | 0.07% | 28,626 | -1,246 | -4.2% | -$6.33万 | 减仓 |
| GOLD | GOLD COM INC COM | $145.59万 | 0.07% | 36,325 | -2,400 | -6.2% | -$9.62万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $145.79万 | 0.08% | 10,074 | -1,160 | -10.3% | -$16.79万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $146.18万 | 0.08% | 20,353 | 2,974 | 17.1% | $21.36万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $146.22万 | 0.08% | 31,810 | -78 | -0.2% | -$3,585 | 减仓 |
| GWW | WW GRAINGER INC COM | $146.28万 | 0.08% | 1,341 | -13 | -1.0% | -$1.42万 | 减仓 |
| KO | COCA COLA CO COM | $146.44万 | 0.08% | 19,255 | 897 | 4.9% | $6.82万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $146.47万 | 0.08% | 37,101 | 5,736 | 18.3% | $22.65万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $146.51万 | 0.08% | 19,895 | 2,414 | 13.8% | $17.78万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $146.95万 | 0.08% | 34,399 | 69 | 0.2% | $2,948 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $147.69万 | 0.08% | 68,725 | 14,710 | 27.2% | $31.61万 | 加仓 |
| BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $149.18万 | 0.08% | 32,252 | -211 | -0.6% | -$9,759 | 减仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $149.42万 | 0.08% | 23,358 | 2,981 | 14.6% | $19.07万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $150.47万 | 0.08% | 13,573 | 385 | 2.9% | $4.27万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $152.30万 | 0.08% | 5,102 | 342 | 7.2% | $10.21万 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $152.59万 | 0.08% | 36,894 | 8,640 | 30.6% | $35.74万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $153.84万 | 0.08% | 9,918 | -85 | -0.8% | -$1.32万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $153.97万 | 0.08% | 2,547 | 99 | 4.0% | $5.98万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $154.24万 | 0.08% | 13,163 | -481 | -3.5% | -$5.64万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $155.29万 | 0.08% | 7,148 | -125 | -1.7% | -$2.72万 | 减仓 |
| — | FT VEST HIGH YIELD & TARGET INCOME ETF | $156.22万 | 0.08% | 81,112 | -9,438 | -10.4% | -$18.18万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $156.71万 | 0.08% | 13,536 | -419 | -3.0% | -$4.85万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $158.33万 | 0.08% | 25,821 | -75 | -0.3% | -$4,599 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $159.42万 | 0.08% | 6,451 | 2 | 0.0% | $494 | 加仓 |
| ONDS | ONDAS INC COM NEW | $159.75万 | 0.08% | 176,710 | -148,419 | -45.6% | -$134.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $160.22万 | 0.08% | 4,104 | 59 | 1.5% | $2.30万 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $160.71万 | 0.08% | 38,423 | 157 | 0.4% | $6,567 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $161.41万 | 0.08% | 29,589 | -1,304 | -4.2% | -$7.11万 | 减仓 |
| — | INSPIRE GROWTH ETF | $163.53万 | 0.08% | 44,066 | 9,216 | 26.4% | $34.20万 | 加仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $164.43万 | 0.08% | 57,312 | 9,661 | 20.3% | $27.72万 | 加仓 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $166.91万 | 0.09% | 42,341 | 820 | 2.0% | $3.23万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $168.17万 | 0.09% | 5,359 | 207 | 4.0% | $6.50万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $169.53万 | 0.09% | 34,338 | 103 | 0.3% | $5,085 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $169.82万 | 0.09% | 50,288 | 2,905 | 6.1% | $9.81万 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $172.20万 | 0.09% | 2,028 | 2,028 | — | $172.20万 | 新建仓 |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $172.60万 | 0.09% | 25,518 | 10,341 | 68.1% | $69.95万 | 加仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $174.37万 | 0.09% | 60,651 | 46,794 | 337.7% | $134.53万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | $175.15万 | 0.09% | 45,734 | 233 | 0.5% | $8,923 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $175.75万 | 0.09% | 6,752 | -4,130 | -38.0% | -$107.50万 | 减仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $178.06万 | 0.09% | 28,290 | -210 | -0.7% | -$1.32万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $178.51万 | 0.09% | 8,354 | -27 | -0.3% | -$5,769 | 减仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $180.88万 | 0.09% | 75,819 | 10,344 | 15.8% | $24.68万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $180.99万 | 0.09% | 10,997 | 276 | 2.6% | $4.54万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $182.73万 | 0.09% | 23,303 | 1,536 | 7.1% | $12.04万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $183.94万 | 0.09% | 17,989 | -113 | -0.6% | -$1.16万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $184.20万 | 0.09% | 19,857 | -188 | -0.9% | -$1.74万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $185.00万 | 0.10% | 48,153 | 2,062 | 4.5% | $7.92万 | 加仓 |
| SII | SPROTT INC COM NEW | $185.77万 | 0.10% | 13,000 | -10,000 | -43.5% | -$142.90万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $186.44万 | 0.10% | 25,616 | 75 | 0.3% | $5,459 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $186.49万 | 0.10% | 9,428 | 89 | 1.0% | $1.76万 | 加仓 |
| FDX | FEDEX CORP COM | $187.27万 | 0.10% | 5,257 | -283 | -5.1% | -$10.08万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $188.00万 | 0.10% | 4,511 | 4,511 | — | $188.00万 | 新建仓 |
| FN | FABRINET SHS | $190.35万 | 0.10% | 3,650 | 126 | 3.6% | $6.57万 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $190.66万 | 0.10% | 50,991 | 9,652 | 23.3% | $36.09万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $193.21万 | 0.10% | 5,652 | 43 | 0.8% | $1.47万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $194.51万 | 0.10% | 19,594 | 823 | 4.4% | $8.17万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $198.36万 | 0.10% | 17,261 | -2,042 | -10.6% | -$23.47万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $198.83万 | 0.10% | 9,409 | 9,409 | — | $198.83万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $200.50万 | 0.10% | 4,490 | 202 | 4.7% | $9.02万 | 加仓 |
| NFLX | NETFLIX INC. COM | $202.48万 | 0.10% | 21,059 | -27,578 | -56.7% | -$265.16万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $205.72万 | 0.11% | 15,584 | -936 | -5.7% | -$12.36万 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $206.07万 | 0.11% | 8,718 | 39 | 0.4% | $9,219 | 加仓 |
| CRM | SALESFORCE INC COM | $206.44万 | 0.11% | 11,058 | 428 | 4.0% | $7.99万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $211.83万 | 0.11% | 232,010 | 208,837 | 901.2% | $190.67万 | 重新持有 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $212.19万 | 0.11% | 111,677 | -1,460 | -1.3% | -$2.77万 | 减仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $212.37万 | 0.11% | 62,379 | -647 | -1.0% | -$2.20万 | 减仓 |
| AFL | AFLAC INC COM | $212.70万 | 0.11% | 19,387 | -433 | -2.2% | -$4.75万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $214.35万 | 0.11% | 46,405 | 5,988 | 14.8% | $27.66万 | 加仓 |
| RMD | RESMED INC COM | $216.54万 | 0.11% | 9,646 | -101 | -1.0% | -$2.27万 | 减仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $217.18万 | 0.11% | 24,679 | 24,679 | — | $217.18万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $218.33万 | 0.11% | 17,782 | 3,637 | 25.7% | $44.66万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $219.79万 | 0.11% | 7,354 | 358 | 5.1% | $10.70万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $222.05万 | 0.11% | 45,586 | -29 | -0.1% | -$1,413 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $225.00万 | 0.12% | 53,015 | 44 | 0.1% | $1,867 | 加仓 |