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 |
|---|---|---|---|---|---|---|---|---|
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $456.40万 | 0.24% | 36,473 | 51 | 0.1% | $6,382 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $458.12万 | 0.24% | 87,161 | 4,789 | 5.8% | $25.17万 | 加仓 |
| ABBV | ABBVIE INC COM | $467.16万 | 0.24% | 21,479 | 103 | 0.5% | $2.24万 | 加仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $482.65万 | 0.25% | 118,122 | -2,762 | -2.3% | -$11.29万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $485.19万 | 0.25% | 143,461 | 54,018 | 60.4% | $182.69万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $485.45万 | 0.25% | 8,842 | 39 | 0.4% | $2.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $487.15万 | 0.25% | 23,947 | -7,784 | -24.5% | -$158.35万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $490.92万 | 0.25% | 43,401 | -678 | -1.5% | -$7.67万 | 减仓 |
| HWKN | HAWKINS INC COM | $491.61万 | 0.25% | 32,006 | 620 | 2.0% | $9.52万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $495.90万 | 0.26% | 17,476 | 17,476 | — | $495.90万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $497.20万 | 0.26% | 37,948 | 15 | 0.0% | $1,965 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $500.83万 | 0.26% | 69,938 | -15,181 | -17.8% | -$108.71万 | 减仓 |
| PSX | PHILLIPS 66 COM | $505.34万 | 0.26% | 27,738 | -4,892 | -15.0% | -$89.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $515.49万 | 0.27% | 35,240 | 2,451 | 7.5% | $35.85万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $531.01万 | 0.27% | 60,232 | 6,026 | 11.1% | $53.13万 | 加仓 |
| GLW | CORNING INC COM | $544.73万 | 0.28% | 40,062 | 8,274 | 26.0% | $112.50万 | 加仓 |
| CSCO | CISCO SYS INC COM | $554.21万 | 0.29% | 71,427 | -549 | -0.8% | -$4.26万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $561.26万 | 0.29% | 23,155 | -281 | -1.2% | -$6.81万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $561.65万 | 0.29% | 293,289 | -9,640 | -3.2% | -$18.46万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $563.10万 | 0.29% | 125,494 | 7,342 | 6.2% | $32.94万 | 加仓 |
| PTL | INSPIRE 500 ETF | $569.71万 | 0.29% | 22,738 | 4,792 | 26.7% | $120.07万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $574.58万 | 0.30% | 297,710 | -2,844 | -0.9% | -$5.49万 | 减仓 |
| AMGN | AMGEN INC COM | $578.35万 | 0.30% | 16,437 | -269 | -1.6% | -$9.47万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $581.45万 | 0.30% | 92,942 | 3,408 | 3.8% | $21.32万 | 加仓 |
| BA | BOEING CO COM | $582.83万 | 0.30% | 29,283 | -4,422 | -13.1% | -$88.01万 | 减仓 |
| COR | CENCORA INC COM | $598.79万 | 0.31% | 19,061 | 369 | 2.0% | $11.59万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $602.39万 | 0.31% | 65,640 | -4,043 | -5.8% | -$37.10万 | 减仓 |
| BKDV | BNY MELLON DYNAMIC VALUE ETF | $607.59万 | 0.31% | 204,852 | 79,468 | 63.4% | $235.70万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $610.96万 | 0.31% | 128,030 | -1,000 | -0.8% | -$4.77万 | 减仓 |
| FINS | ANGEL OAK FINL STRATEGIES INCM COM BEN INT | $617.67万 | 0.32% | 484,445 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $635.19万 | 0.33% | 7,508 | -361 | -4.6% | -$30.54万 | 减仓 |
| LLY | ELI LILLY & CO COM | $645.24万 | 0.33% | 7,015 | 3,421 | 95.2% | $314.66万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $657.13万 | 0.34% | 94,212 | 3,932 | 4.4% | $27.43万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $659.42万 | 0.34% | 71,458 | 1,514 | 2.2% | $13.97万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $668.50万 | 0.34% | 149,051 | 7,329 | 5.2% | $32.87万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $672.53万 | 0.35% | 20,963 | 655 | 3.2% | $21.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $673.47万 | 0.35% | 19,928 | -5,342 | -21.1% | -$180.53万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $691.73万 | 0.36% | 9,503 | 278 | 3.0% | $20.24万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $696.69万 | 0.36% | 135,846 | 1,505 | 1.1% | $7.72万 | 加仓 |
| RTX | RTX CORPORATION COM | $697.06万 | 0.36% | 36,135 | 970 | 2.8% | $18.71万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $717.81万 | 0.37% | 105,343 | -76,450 | -42.1% | -$520.93万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $718.14万 | 0.37% | 10 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $718.40万 | 0.37% | 143,106 | 22,358 | 18.5% | $112.24万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $736.39万 | 0.38% | 51,701 | 1,201 | 2.4% | $17.11万 | 加仓 |
| OBIL | US TREASURY 12 MONTH BILL ETF | $748.11万 | 0.39% | 149,397 | 11,509 | 8.3% | $57.63万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $748.41万 | 0.39% | 167,055 | 7,166 | 4.5% | $32.10万 | 加仓 |
| — | SEABRIDGE GOLD INC COM | $753.32万 | 0.39% | 265,814 | -44,803 | -14.4% | -$126.97万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $769.43万 | 0.40% | 68,631 | 3,377 | 5.2% | $37.86万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $802.25万 | 0.41% | 37,303 | 1,620 | 4.5% | $34.84万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $807.22万 | 0.42% | 78,044 | 1,561 | 2.0% | $16.15万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $827.38万 | 0.43% | 108,097 | 2,661 | 2.5% | $20.37万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $854.72万 | 0.44% | 187,357 | 50,885 | 37.3% | $232.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $864.36万 | 0.45% | 35,360 | -153 | -0.4% | -$3.74万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $883.63万 | 0.46% | 46,041 | 3,389 | 7.9% | $65.04万 | 加仓 |
| KLAC | KLA CORP COM NEW | $883.69万 | 0.46% | 6,001 | 81 | 1.4% | $11.93万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $886.32万 | 0.46% | 138,314 | 7,235 | 5.5% | $46.36万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $887.16万 | 0.46% | 224,997 | 19,932 | 9.7% | $78.59万 | 加仓 |
| V | VISA INC COM CL A | $887.39万 | 0.46% | 29,360 | -3,499 | -10.6% | -$105.76万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $909.74万 | 0.47% | 76,706 | 5,429 | 7.6% | $64.39万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $910.12万 | 0.47% | 31,726 | 5,315 | 20.1% | $152.47万 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $924.97万 | 0.48% | 259,896 | 6,661 | 2.6% | $23.71万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $961.44万 | 0.50% | 198,521 | -4,163 | -2.1% | -$20.16万 | 减仓 |
| BAR | GRANITESHARES GOLD SHARES | $962.66万 | 0.50% | 208,685 | 49,640 | 31.2% | $228.99万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $971.16万 | 0.50% | 107,274 | 2,536 | 2.4% | $22.96万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $977.71万 | 0.50% | 258,379 | 2,596 | 1.0% | $9.82万 | 加仓 |
| WMT | WALMART INC COM | $980.52万 | 0.51% | 78,896 | 5,753 | 7.9% | $71.50万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $994.31万 | 0.51% | 123,347 | 5,366 | 4.5% | $43.26万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1,066.28万 | 0.55% | 54,346 | 882 | 1.6% | $17.30万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $1,069.06万 | 0.55% | 80,683 | -1,337 | -1.6% | -$17.72万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,092.74万 | 0.56% | 138,725 | 8,898 | 6.9% | $70.09万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,126.05万 | 0.58% | 90,584 | 195 | 0.2% | $2.42万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1,133.77万 | 0.58% | 122,252 | 326 | 0.3% | $3.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,135.63万 | 0.58% | 11,397 | 288 | 2.6% | $28.70万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,143.20万 | 0.59% | 19,131 | 2,617 | 15.8% | $156.38万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,207.87万 | 0.62% | 471,088 | 30,382 | 6.9% | $77.90万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,275.00万 | 0.66% | 415,578 | -3,306 | -0.8% | -$10.14万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $1,290.36万 | 0.66% | 274,077 | 39,528 | 16.9% | $186.10万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1,295.83万 | 0.67% | 304,615 | 10,497 | 3.6% | $44.65万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,419.09万 | 0.73% | 49,414 | 1,260 | 2.6% | $36.19万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,419.18万 | 0.73% | 68,592 | 25,710 | 60.0% | $531.94万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,428.86万 | 0.74% | 33,207 | -4,340 | -11.6% | -$186.75万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,435.46万 | 0.74% | 84,608 | -14,178 | -14.4% | -$240.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,592.18万 | 0.82% | 54,126 | -9,553 | -15.0% | -$281.01万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,643.60万 | 0.85% | 304,088 | 9,165 | 3.1% | $49.54万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1,699.96万 | 0.88% | 36,701 | 659 | 1.8% | $30.52万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,817.45万 | 0.94% | 58,720 | 362 | 0.6% | $11.20万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,895.05万 | 0.98% | 33,122 | 258 | 0.8% | $14.76万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,949.73万 | 1.00% | 131,649 | -6,167 | -4.5% | -$91.33万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2,029.80万 | 1.05% | 152,731 | 3,004 | 2.0% | $39.92万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,041.90万 | 1.05% | 98,041 | 1,939 | 2.0% | $40.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,514.24万 | 1.30% | 52,467 | -1,516 | -2.8% | -$72.65万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $2,588.86万 | 1.33% | 516,531 | 74,981 | 17.0% | $375.81万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,635.53万 | 1.36% | 60,338 | -3,008 | -4.7% | -$131.39万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $2,637.94万 | 1.36% | 71,164 | 3,902 | 5.8% | $144.64万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,882.62万 | 1.48% | 77,872 | -5,872 | -7.0% | -$217.37万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,940.10万 | 1.51% | 45,208 | 726 | 1.6% | $47.22万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,027.25万 | 1.56% | 105,273 | 6,099 | 6.1% | $175.38万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3,048.36万 | 1.57% | 52,814 | 512 | 1.0% | $29.55万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,094.14万 | 1.59% | 458,188 | -6,925 | -1.5% | -$46.76万 | 减仓 |
| AAPL | APPLE INC COM | $4,352.82万 | 2.24% | 171,512 | 9,475 | 5.8% | $240.47万 | 加仓 |