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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED COM | $180.73万 | 0.09% | 5,304 | -1,735 | -24.6% | -$59.12万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $182.25万 | 0.09% | 7,942 | -20 | -0.3% | -$4,589 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $182.31万 | 0.09% | 2,172 | 2,172 | — | $182.31万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $182.80万 | 0.09% | 57,647 | -357,931 | -86.1% | -$1,135.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $183.28万 | 0.09% | 6,776 | 24 | 0.4% | $6,491 | 加仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $183.59万 | 0.09% | 63,623 | 2,972 | 4.9% | $8.58万 | 加仓 |
| GWW | WW GRAINGER INC COM | $183.65万 | 0.09% | 1,350 | 9 | 0.7% | $1.22万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $184.59万 | 0.09% | 19,653 | -204 | -1.0% | -$1.92万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $184.69万 | 0.09% | 34,451 | 113 | 0.3% | $6,058 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $185.90万 | 0.09% | 25,719 | -102 | -0.4% | -$7,373 | 减仓 |
| HAL | HALLIBURTON CO COM | $185.91万 | 0.09% | 54,761 | -39,759 | -42.1% | -$134.98万 | 减仓 |
| COR | CENCORA INC COM | $187.05万 | 0.09% | 6,609 | -12,452 | -65.3% | -$352.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $192.00万 | 0.09% | 3,738 | 3,003 | 408.6% | $154.25万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $194.06万 | 0.09% | 26,104 | 488 | 1.9% | $3.63万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $194.17万 | 0.09% | 7,455 | 1,004 | 15.6% | $26.15万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $196.14万 | 0.09% | 10,428 | 510 | 5.1% | $9.59万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $196.18万 | 0.09% | 53,704 | 3,416 | 6.8% | $12.48万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $197.62万 | 0.09% | 14,830 | 1,910 | 14.8% | $25.45万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $198.02万 | 0.09% | 23,988 | 630 | 2.7% | $5.20万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $199.14万 | 0.10% | 8,214 | -140 | -1.7% | -$3.39万 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $200.68万 | 0.10% | 18,219 | 230 | 1.3% | $2.53万 | 加仓 |
| HUBB | HUBBELL INC COM | $200.73万 | 0.10% | 3,836 | 1,629 | 73.8% | $85.24万 | 加仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $201.56万 | 0.10% | 48,802 | 38,751 | 385.5% | $160.04万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $201.57万 | 0.10% | 44,059 | 6,958 | 18.8% | $31.83万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $202.09万 | 0.10% | 10,073 | -7,893 | -43.9% | -$158.36万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $206.37万 | 0.10% | 16,152 | -1,109 | -6.4% | -$14.17万 | 减仓 |
| FN | FABRINET SHS | $208.76万 | 0.10% | 3,714 | 64 | 1.8% | $3.60万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $210.74万 | 0.10% | 21,291 | 1,697 | 8.7% | $16.80万 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $214.80万 | 0.10% | 111,354 | -323 | -0.3% | -$6,231 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $217.63万 | 0.10% | 43,095 | -2,491 | -5.5% | -$12.58万 | 减仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $217.91万 | 0.10% | 199,000 | 199,000 | — | $217.91万 | 新建仓 |
| GDX | VANECK GOLD MINERS ETF | $220.36万 | 0.11% | 29,205 | -36,435 | -55.5% | -$274.91万 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $220.60万 | 0.11% | 13,339 | 1,912 | 16.7% | $31.62万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $220.80万 | 0.11% | 4,445 | -45 | -1.0% | -$2.24万 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $224.29万 | 0.11% | 53,876 | 861 | 1.6% | $3.58万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $226.86万 | 0.11% | 4,187 | 71 | 1.7% | $3.85万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $227.07万 | 0.11% | 114,162 | -21,578 | -15.9% | -$42.92万 | 减仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $227.39万 | 0.11% | 61,454 | -925 | -1.5% | -$3.42万 | 减仓 |
| AIZ | ASSURANT INC COM | $231.80万 | 0.11% | 8,632 | 8,632 | — | $231.80万 | 新建仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $231.83万 | 0.11% | 26,195 | 1,516 | 6.1% | $13.42万 | 加仓 |
| KT | KT CORP SPONSORED ADR | $234.32万 | 0.11% | 135,600 | 3,000 | 2.3% | $5.18万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $234.39万 | 0.11% | 8,565 | -153 | -1.8% | -$4.19万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $234.82万 | 0.11% | 9,019 | -339 | -3.6% | -$8.83万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $235.07万 | 0.11% | 9,464 | 1,023 | 12.1% | $25.41万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $236.15万 | 0.11% | 51,169 | 4,764 | 10.3% | $21.99万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $236.20万 | 0.11% | 11,299 | 302 | 2.7% | $6.31万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $237.29万 | 0.11% | 44,678 | -2,595 | -5.5% | -$13.78万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $237.41万 | 0.11% | 53,375 | 5,222 | 10.8% | $23.23万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $239.19万 | 0.11% | 54,847 | -9,106 | -14.2% | -$39.71万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $240.02万 | 0.11% | 78,721 | 2,530 | 3.3% | $7.71万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $240.34万 | 0.11% | 4,893 | 382 | 8.5% | $18.76万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $241.19万 | 0.12% | 25,129 | -39 | -0.2% | -$3,743 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $241.21万 | 0.12% | 12,579 | 6,477 | 106.1% | $124.20万 | 加仓 |
| ORCL | ORACLE CORP COM | $242.87万 | 0.12% | 16,572 | -14,218 | -46.2% | -$208.37万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP COM | $243.99万 | 0.12% | 107,246 | 339 | 0.3% | $7,712 | 加仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $244.85万 | 0.12% | 53,171 | -555 | -1.0% | -$2.56万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $245.80万 | 0.12% | 10,346 | 937 | 10.0% | $22.26万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $246.11万 | 0.12% | 8,469 | 203 | 2.5% | $5.90万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $250.52万 | 0.12% | 1,264 | -445 | -26.0% | -$88.20万 | 减仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $251.32万 | 0.12% | 58,364 | -608 | -1.0% | -$2.62万 | 减仓 |
| LOW | LOWES COS INC COM | $251.45万 | 0.12% | 11,404 | -26 | -0.2% | -$5,733 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $252.68万 | 0.12% | 26,332 | 521 | 2.0% | $5.00万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $253.47万 | 0.12% | 7,370 | 16 | 0.2% | $5,503 | 加仓 |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | $254.64万 | 0.12% | 52,450 | 3,500 | 7.2% | $16.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $260.29万 | 0.12% | 28,684 | 451 | 1.6% | $4.09万 | 加仓 |
| MCD | MCDONALDS CORP COM | $264.62万 | 0.13% | 9,789 | 63 | 0.6% | $1.70万 | 加仓 |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $265.51万 | 0.13% | 33,918 | 8,400 | 32.9% | $65.76万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $268.10万 | 0.13% | 8,857 | 6,251 | 239.9% | $189.22万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $270.61万 | 0.13% | 28,060 | -31 | -0.1% | -$2,990 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $270.89万 | 0.13% | 12,095 | 68 | 0.6% | $1.52万 | 加仓 |
| HD | HOME DEPOT INC COM | $271.67万 | 0.13% | 7,703 | -367 | -4.5% | -$12.94万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $273.61万 | 0.13% | 26,774 | 316 | 1.2% | $3.23万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $279.38万 | 0.13% | 25,324 | 856 | 3.5% | $9.44万 | 加仓 |
| PEP | PEPSICO INC COM | $279.45万 | 0.13% | 20,639 | 926 | 4.7% | $12.54万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $281.61万 | 0.13% | 6,138 | 162 | 2.7% | $7.43万 | 加仓 |
| NUE | NUCOR CORP COM | $285.76万 | 0.14% | 12,828 | 4,905 | 61.9% | $109.27万 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $286.76万 | 0.14% | 67,632 | 12,580 | 22.9% | $53.34万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $293.02万 | 0.14% | 29,721 | 1,065 | 3.7% | $10.50万 | 加仓 |
| OKE | ONEOK INC NEW COM | $294.25万 | 0.14% | 33,845 | 324 | 1.0% | $2.82万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $295.67万 | 0.14% | 8,741 | -66 | -0.7% | -$2.23万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $295.68万 | 0.14% | 47,014 | -626 | -1.3% | -$3.94万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $295.95万 | 0.14% | 18,652 | -472 | -2.5% | -$7.49万 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $296.88万 | 0.14% | 60,687 | 9,581 | 18.7% | $46.87万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $298.67万 | 0.14% | 18,145 | -523 | -2.8% | -$8.61万 | 减仓 |
| — | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $305.07万 | 0.15% | 77,567 | 2,043 | 2.7% | $8.04万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $305.93万 | 0.15% | 10,182 | 61 | 0.6% | $1.83万 | 加仓 |
| MRK | MERCK & CO INC COM | $307.26万 | 0.15% | 23,911 | 478 | 2.0% | $6.14万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $308.43万 | 0.15% | 18,156 | 374 | 2.1% | $6.35万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $308.61万 | 0.15% | 4,044 | -60 | -1.5% | -$4.58万 | 减仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $312.04万 | 0.15% | 95,719 | 2,747 | 3.0% | $8.96万 | 加仓 |
| BLK | BLACKROCK INC COM | $315.30万 | 0.15% | 3,279 | 91 | 2.9% | $8.75万 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $319.48万 | 0.15% | 73,902 | 35,479 | 92.3% | $153.38万 | 加仓 |
| WELL | WELLTOWER INC COM | $320.38万 | 0.15% | 14,115 | -9 | -0.1% | -$2,043 | 减仓 |
| GE | GE AEROSPACE COM NEW | $320.45万 | 0.15% | 8,574 | 147 | 1.7% | $5.49万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $323.62万 | 0.15% | 118,065 | 310 | 0.3% | $8,497 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $327.46万 | 0.16% | 1,646 | 1,426 | 648.2% | $283.69万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $328.72万 | 0.16% | 53,484 | 3,898 | 7.9% | $23.96万 | 加仓 |
| INTC | INTEL CORP COM | $331.39万 | 0.16% | 23,733 | 208 | 0.9% | $2.90万 | 加仓 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $332.19万 | 0.16% | 27,226 | -2,555 | -8.6% | -$31.17万 | 减仓 |
| TSLA | TESLA INC COM | $332.61万 | 0.16% | 7,908 | -162 | -2.0% | -$6.81万 | 减仓 |