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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ COM | $229.44万 | 0.12% | 7,039 | -131 | -1.8% | -$4.27万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $230.35万 | 0.12% | 135,740 | 82,980 | 157.3% | $140.82万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $231.01万 | 0.12% | 76,191 | -1,959 | -2.5% | -$5.94万 | 减仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $231.34万 | 0.12% | 53,726 | 28 | 0.1% | $1,206 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $235.67万 | 0.12% | 1,709 | -42 | -2.4% | -$5.79万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $235.73万 | 0.12% | 8,441 | 827 | 10.9% | $23.10万 | 加仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $236.48万 | 0.12% | 58,972 | 26,155 | 79.7% | $104.88万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $237.05万 | 0.12% | 26,458 | -4,251 | -13.8% | -$38.09万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $237.90万 | 0.12% | 24,468 | 1,920 | 8.5% | $18.67万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $239.15万 | 0.12% | 8,427 | -61 | -0.7% | -$1.73万 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $240.20万 | 0.12% | 51,106 | 14,600 | 40.0% | $68.62万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $242.20万 | 0.12% | 28,656 | 3,603 | 14.4% | $30.45万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $243.75万 | 0.13% | 106,907 | 1,081 | 1.0% | $2.46万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $244.07万 | 0.13% | 4,116 | 72 | 1.8% | $4.27万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $244.37万 | 0.13% | 12,027 | -9,052 | -42.9% | -$183.92万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $251.02万 | 0.13% | 10,121 | 314 | 3.2% | $7.79万 | 加仓 |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | $252.48万 | 0.13% | 48,950 | 36,450 | 291.6% | $188.01万 | 加仓 |
| PFE | PFIZER INC COM | $254.38万 | 0.13% | 90,589 | -2,449 | -2.6% | -$6.88万 | 减仓 |
| CME | CME GROUP INC COM | $255.77万 | 0.13% | 8,659 | 270 | 3.2% | $7.98万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $256.25万 | 0.13% | 11,993 | 4,790 | 66.5% | $102.34万 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $258.69万 | 0.13% | 55,052 | 2,010 | 3.8% | $9.45万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $263.87万 | 0.14% | 28,091 | 807 | 3.0% | $7.58万 | 加仓 |
| HD | HOME DEPOT INC COM | $265.42万 | 0.14% | 8,070 | 143 | 1.8% | $4.70万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $265.59万 | 0.14% | 5,976 | 131 | 2.2% | $5.82万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $266.41万 | 0.14% | 8,807 | 1,932 | 28.1% | $58.44万 | 加仓 |
| — | INSPIRE GLOBAL HOPE ETF | $266.67万 | 0.14% | 60,122 | 11,306 | 23.2% | $50.15万 | 加仓 |
| LOW | LOWES COS INC COM | $270.07万 | 0.14% | 11,430 | -4,031 | -26.1% | -$95.25万 | 减仓 |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $271.56万 | 0.14% | 31,720 | 7,666 | 31.9% | $65.63万 | 加仓 |
| — | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $271.95万 | 0.14% | 75,524 | 1,122 | 1.5% | $4.04万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $272.07万 | 0.14% | 18,668 | -41 | -0.2% | -$5,975 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $273.83万 | 0.14% | 31,174 | 624 | 2.0% | $5.48万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $274.46万 | 0.14% | 86,936 | 4,383 | 5.3% | $13.84万 | 加仓 |
| CLS | CELESTICA INC COM | $274.89万 | 0.14% | 9,759 | -2,619 | -21.2% | -$73.77万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $275.30万 | 0.14% | 49,586 | -684 | -1.4% | -$3.80万 | 减仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $278.77万 | 0.14% | 63,953 | 2,630 | 4.3% | $11.46万 | 加仓 |
| WELL | WELLTOWER INC COM | $279.25万 | 0.14% | 14,124 | 578 | 4.3% | $11.43万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $280.03万 | 0.14% | 47,640 | -16,798 | -26.1% | -$98.74万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $280.38万 | 0.14% | 19,124 | 3 | 0.0% | $440 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $281.79万 | 0.15% | 25,811 | 419 | 1.7% | $4.57万 | 加仓 |
| MRK | MERCK & CO INC COM | $281.88万 | 0.15% | 23,433 | 91 | 0.4% | $1.09万 | 加仓 |
| KT | KT CORP SPONSORED ADR | $284.43万 | 0.15% | 132,600 | -25,900 | -16.3% | -$55.56万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $285.32万 | 0.15% | 8,266 | -214 | -2.5% | -$7.39万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $286.37万 | 0.15% | 12,425 | 297 | 2.4% | $6.85万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $289.60万 | 0.15% | 47,273 | -1,900 | -3.9% | -$11.64万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $289.88万 | 0.15% | 28,233 | -1,994 | -6.6% | -$20.47万 | 减仓 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $293.44万 | 0.15% | 29,781 | -7,304 | -19.7% | -$71.97万 | 减仓 |
| GEV | GE VERNOVA INC COM | $295.43万 | 0.15% | 3,384 | 2,368 | 233.1% | $206.73万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $298.65万 | 0.15% | 172,432 | 110,081 | 176.6% | $190.66万 | 加仓 |
| TSLA | TESLA INC COM | $300.00万 | 0.15% | 8,070 | -1,263 | -13.5% | -$46.95万 | 减仓 |
| MCD | MCDONALDS CORP COM | $302.30万 | 0.16% | 9,726 | 1 | 0.0% | $311 | 加仓 |
| OKE | ONEOK INC NEW COM | $303.00万 | 0.16% | 33,521 | -198 | -0.6% | -$1.79万 | 减仓 |
| PEP | PEPSICO INC COM | $306.13万 | 0.16% | 19,713 | -44 | -0.2% | -$6,833 | 减仓 |
| BLK | BLACKROCK INC COM | $306.59万 | 0.16% | 3,188 | -63 | -1.9% | -$6.06万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $311.98万 | 0.16% | 14,775 | 132 | 0.9% | $2.79万 | 加仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $312.11万 | 0.16% | 92,972 | 10,506 | 12.7% | $35.27万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $315.77万 | 0.16% | 25,168 | -24,955 | -49.8% | -$313.09万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $319.64万 | 0.16% | 23,551 | -174 | -0.7% | -$2.36万 | 减仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $322.10万 | 0.17% | 11,200 | -49 | -0.4% | -$1.41万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $322.55万 | 0.17% | 63,480 | 1,005 | 1.6% | $5.11万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $324.54万 | 0.17% | 32,211 | 828 | 2.6% | $8.34万 | 加仓 |
| — | PROSHARES MSCI EAFE DIVIDEND GROWERS ETF | $327.76万 | 0.17% | 80,054 | 2,269 | 2.9% | $9.29万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $327.76万 | 0.17% | 17,966 | 2,311 | 14.8% | $42.16万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $331.77万 | 0.17% | 41,700 | -352 | -0.8% | -$2.80万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $337.95万 | 0.17% | 16,168 | 270 | 1.7% | $5.64万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $340.16万 | 0.18% | 54,268 | 1,896 | 3.6% | $11.88万 | 加仓 |
| LIN | LINDE PLC SHS | $342.88万 | 0.18% | 6,916 | -147 | -2.1% | -$7.29万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $344.55万 | 0.18% | 15,750 | 1,293 | 8.9% | $28.29万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $347.77万 | 0.18% | 155,672 | 14,315 | 10.1% | $31.98万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $350.57万 | 0.18% | 66,597 | 41,940 | 170.1% | $220.77万 | 加仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $353.51万 | 0.18% | 73,115 | 32,770 | 81.2% | $158.44万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $364.04万 | 0.19% | 34,340 | -44 | -0.1% | -$4,664 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $364.93万 | 0.19% | 243,939 | 39,279 | 19.2% | $58.76万 | 加仓 |
| HAL | HALLIBURTON CO COM | $368.53万 | 0.19% | 94,520 | 94,520 | — | $368.53万 | 新建仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $369.26万 | 0.19% | 30,018 | 18 | 0.1% | $2,214 | 加仓 |
| DE | DEERE & CO COM | $370.16万 | 0.19% | 6,571 | -1,766 | -21.2% | -$99.48万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $370.49万 | 0.19% | 65,365 | 10,260 | 18.6% | $58.15万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $382.33万 | 0.20% | 81,087 | 12,718 | 18.6% | $59.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $383.18万 | 0.20% | 23,901 | -5,211 | -17.9% | -$83.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $384.43万 | 0.20% | 11,379 | 9,976 | 711.0% | $337.03万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $385.52万 | 0.20% | 29,411 | 4,718 | 19.1% | $61.84万 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $386.47万 | 0.20% | 51,722 | 4,751 | 10.1% | $35.50万 | 加仓 |
| BX | BLACKSTONE INC COM | $388.39万 | 0.20% | 33,775 | 2,504 | 8.0% | $28.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $409.27万 | 0.21% | 11,924 | 5,669 | 90.6% | $194.58万 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $413.72万 | 0.21% | 20,531 | 297 | 1.5% | $5.98万 | 加仓 |
| CAT | CATERPILLAR INC COM | $413.84万 | 0.21% | 5,841 | 125 | 2.2% | $8.86万 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $415.16万 | 0.21% | 10,271 | -31 | -0.3% | -$1.25万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $415.54万 | 0.21% | 82,496 | 7,409 | 9.9% | $37.32万 | 加仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $422.75万 | 0.22% | 102,089 | 5,348 | 5.5% | $22.15万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $429.11万 | 0.22% | 84,837 | 5,547 | 7.0% | $28.06万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $429.12万 | 0.22% | 127,980 | 11,284 | 9.7% | $37.84万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $429.91万 | 0.22% | 13,513 | -466 | -3.3% | -$14.83万 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $438.50万 | 0.23% | 17,230 | 384 | 2.3% | $9.77万 | 加仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $439.58万 | 0.23% | 320,393 | 52,188 | 19.5% | $71.60万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $439.89万 | 0.23% | 153,218 | 14,084 | 10.1% | $40.44万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $441.94万 | 0.23% | 134,122 | 8,838 | 7.1% | $29.12万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $449.74万 | 0.23% | 65,867 | 264 | 0.4% | $1.80万 | 加仓 |
| CFA | VICTORYSHARES US 500 VOLATILITY WTD ETF | $450.18万 | 0.23% | 49,211 | -2,220 | -4.3% | -$20.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $450.62万 | 0.23% | 31,197 | 398 | 1.3% | $5.75万 | 加仓 |
| ORCL | ORACLE CORP COM | $452.96万 | 0.23% | 30,790 | 9 | 0.0% | $1,324 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $455.44万 | 0.23% | 49,035 | 649 | 1.3% | $6.03万 | 加仓 |