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 |
|---|---|---|---|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC ORD SHS | $334.78万 | 0.16% | 16,605 | 437 | 2.7% | $8.81万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $336.24万 | 0.16% | 12,506 | 81 | 0.7% | $2.18万 | 加仓 |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $336.66万 | 0.16% | 38,870 | 7,150 | 22.5% | $61.93万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $341.05万 | 0.16% | 91,044 | 4,108 | 4.7% | $15.39万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $348.31万 | 0.17% | 32,552 | 341 | 1.1% | $3.65万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $349.85万 | 0.17% | 67,474 | 877 | 1.3% | $4.55万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $351.06万 | 0.17% | 15,460 | 685 | 4.6% | $15.55万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $355.72万 | 0.17% | 44,481 | 2,781 | 6.7% | $22.24万 | 加仓 |
| — | PROSHARES MSCI EAFE DIVIDEND GROWERS ETF | $364.16万 | 0.17% | 85,002 | 4,948 | 6.2% | $21.20万 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $365.65万 | 0.17% | 18,318 | 1,088 | 6.3% | $21.72万 | 加仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $367.71万 | 0.18% | 11,094 | -106 | -0.9% | -$3.51万 | 减仓 |
| CLS | CELESTICA INC COM | $368.16万 | 0.18% | 10,092 | 333 | 3.4% | $12.15万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $368.61万 | 0.18% | 15,205 | -545 | -3.5% | -$13.21万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $376.10万 | 0.18% | 66,969 | -1,711 | -2.5% | -$9.61万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $376.52万 | 0.18% | 63,904 | 424 | 0.7% | $2.50万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $380.61万 | 0.18% | 170,751 | 15,079 | 9.7% | $33.61万 | 加仓 |
| LIN | LINDE PLC SHS | $385.63万 | 0.18% | 7,431 | 515 | 7.4% | $26.73万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $390.74万 | 0.19% | 33,491 | -1,749 | -5.0% | -$20.41万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $399.02万 | 0.19% | 5,518 | -134 | -2.4% | -$9.69万 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $407.21万 | 0.19% | 256,431 | 83,999 | 48.7% | $133.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $409.62万 | 0.20% | 14,566 | -8,589 | -37.1% | -$241.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $411.35万 | 0.20% | 30,067 | 656 | 2.2% | $8.97万 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $417.11万 | 0.20% | 55,429 | 3,707 | 7.2% | $27.90万 | 加仓 |
| SNDK | SANDISK CORP COM | $417.46万 | 0.20% | 1,836 | 1,836 | — | $417.46万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $417.48万 | 0.20% | 9,797 | 6,225 | 174.3% | $265.27万 | 加仓 |
| DE | DEERE & CO COM | $417.59万 | 0.20% | 6,583 | 12 | 0.2% | $7,612 | 加仓 |
| BX | BLACKSTONE INC COM | $422.41万 | 0.20% | 35,897 | 2,122 | 6.3% | $24.97万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $424.36万 | 0.20% | 21,018 | -9,000 | -30.0% | -$181.71万 | 减仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $433.52万 | 0.21% | 88,727 | 15,612 | 21.4% | $76.28万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $437.42万 | 0.21% | 136,822 | 8,842 | 6.9% | $28.27万 | 加仓 |
| APH | AMPHENOL CORP CL A | $444.68万 | 0.21% | 25,220 | 19,886 | 372.8% | $350.63万 | 加仓 |
| DRAM | ROUNDHILL MEMORY ETF | $445.19万 | 0.21% | 60,283 | 60,283 | — | $445.19万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $445.48万 | 0.21% | 50,755 | 1,720 | 3.5% | $15.10万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $445.71万 | 0.21% | 12,582 | 658 | 5.5% | $23.31万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $456.96万 | 0.22% | 80,906 | 15,541 | 23.8% | $87.78万 | 加仓 |
| HWKN | HAWKINS INC COM | $458.54万 | 0.22% | 32,269 | 263 | 0.8% | $3.74万 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $460.55万 | 0.22% | 81,919 | 11,981 | 17.1% | $67.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $462.94万 | 0.22% | 31,570 | 373 | 1.2% | $5.47万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $469.13万 | 0.22% | 92,915 | 10,419 | 12.6% | $52.61万 | 加仓 |
| CFA | VICTORYSHARES US 500 VOLATILITY WTD ETF | $471.68万 | 0.23% | 47,741 | -1,470 | -3.0% | -$14.52万 | 减仓 |
| PSX | PHILLIPS 66 COM | $474.83万 | 0.23% | 28,087 | 349 | 1.3% | $5.90万 | 加仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $476.12万 | 0.23% | 104,849 | 2,760 | 2.7% | $12.53万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $479.82万 | 0.23% | 94,788 | 9,951 | 11.7% | $50.37万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $486.26万 | 0.23% | 134,104 | -18 | -0.0% | -$653 | 减仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $488.04万 | 0.23% | 331,322 | 10,929 | 3.4% | $16.10万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $488.83万 | 0.23% | 121,510 | -6,520 | -5.1% | -$26.23万 | 减仓 |
| GEV | GE VERNOVA INC COM | $493.03万 | 0.24% | 4,196 | 812 | 24.0% | $95.41万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $497.13万 | 0.24% | 293,289 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD SHARES | $500.05万 | 0.24% | 126,498 | -82,187 | -39.4% | -$324.89万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $501.66万 | 0.24% | 55,833 | 1,565 | 2.9% | $14.06万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $511.10万 | 0.24% | 36,021 | -452 | -1.2% | -$6.41万 | 减仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $519.43万 | 0.25% | 117,120 | -1,002 | -0.8% | -$4.44万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $531.27万 | 0.25% | 18,144 | 12,553 | 224.5% | $367.56万 | 加仓 |
| ABBV | ABBVIE INC COM | $536.90万 | 0.26% | 21,335 | -144 | -0.7% | -$3.62万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $541.49万 | 0.26% | 13,633 | 120 | 0.9% | $4.77万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $548.83万 | 0.26% | 67,706 | 1,839 | 2.8% | $14.91万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $552.38万 | 0.26% | 130,462 | -12,644 | -8.8% | -$53.54万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $552.74万 | 0.26% | 38,612 | 664 | 1.7% | $9.51万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $562.50万 | 0.27% | 105,199 | -144 | -0.1% | -$7,700 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $565.30万 | 0.27% | 295,660 | -2,050 | -0.7% | -$3.92万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $573.32万 | 0.27% | 19,246 | 12,109 | 169.7% | $360.72万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $590.50万 | 0.28% | 94,936 | 1,994 | 2.1% | $12.40万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $596.03万 | 0.28% | 136,392 | -62,129 | -31.3% | -$271.50万 | 减仓 |
| AMGN | AMGEN INC COM | $599.77万 | 0.29% | 16,562 | 125 | 0.8% | $4.53万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $605.50万 | 0.29% | 44,026 | 625 | 1.4% | $8.60万 | 加仓 |
| CAT | CATERPILLAR INC COM | $608.98万 | 0.29% | 5,718 | -123 | -2.1% | -$13.10万 | 减仓 |
| FINS | ANGEL OAK FINL STRATEGIES INCM COM BEN INT | $620.09万 | 0.30% | 484,445 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $628.25万 | 0.30% | 8,725 | -117 | -1.3% | -$8.42万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $637.80万 | 0.30% | 173,409 | 29,948 | 20.9% | $110.15万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $641.05万 | 0.31% | 126,663 | 1,169 | 0.9% | $5.92万 | 加仓 |
| BA | BOEING CO COM | $642.40万 | 0.31% | 29,676 | 393 | 1.3% | $8.51万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $660.76万 | 0.32% | 144,585 | -4,466 | -3.0% | -$20.41万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $683.60万 | 0.33% | 74,135 | 2,677 | 3.7% | $24.68万 | 加仓 |
| RTX | RTX CORPORATION COM | $706.90万 | 0.34% | 37,258 | 1,123 | 3.1% | $21.31万 | 加仓 |
| SA | SEABRIDGE GOLD INC COM | $708.58万 | 0.34% | 275,284 | 275,284 | — | $708.58万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $711.09万 | 0.34% | 20,852 | -3,049 | -12.8% | -$103.98万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $735.51万 | 0.35% | 88,787 | -5,425 | -5.8% | -$44.94万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $748.85万 | 0.36% | 10 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $756.37万 | 0.36% | 9,516 | 13 | 0.1% | $1.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $760.37万 | 0.36% | 7,518 | 10 | 0.1% | $1.01万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $804.58万 | 0.38% | 21,743 | 780 | 3.7% | $28.86万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $806.43万 | 0.39% | 136,892 | 1,046 | 0.8% | $6.16万 | 加仓 |
| WMT | WALMART INC COM | $814.53万 | 0.39% | 71,916 | -6,980 | -8.8% | -$79.06万 | 减仓 |
| BKDV | BNY MELLON DYNAMIC VALUE ETF | $819.96万 | 0.39% | 244,837 | 39,985 | 19.5% | $133.91万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $843.34万 | 0.40% | 51,338 | -363 | -0.7% | -$5.96万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $851.26万 | 0.41% | 19,644 | 7,651 | 63.8% | $331.55万 | 加仓 |
| CSCO | CISCO SYS INC COM | $853.33万 | 0.41% | 72,648 | 1,221 | 1.7% | $14.34万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $859.33万 | 0.41% | 97,784 | -10,313 | -9.5% | -$90.63万 | 减仓 |
| OBIL | US TREASURY 12 MONTH BILL ETF | $874.43万 | 0.42% | 174,973 | 25,576 | 17.1% | $127.82万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $908.58万 | 0.43% | 247,164 | -11,215 | -4.3% | -$41.23万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $909.29万 | 0.43% | 199,888 | 12,531 | 6.7% | $57.00万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $911.96万 | 0.44% | 38,541 | 1,238 | 3.3% | $29.29万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $913.42万 | 0.44% | 42,929 | -3,112 | -6.8% | -$66.22万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $916.99万 | 0.44% | 55,320 | -13,272 | -19.3% | -$220.00万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $924.36万 | 0.44% | 214,270 | -10,727 | -4.8% | -$46.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $946.44万 | 0.45% | 37,265 | 1,905 | 5.4% | $48.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $966.04万 | 0.46% | 20,228 | 300 | 1.5% | $14.33万 | 加仓 |
| V | VISA INC COM CL A | $968.63万 | 0.46% | 28,232 | -1,128 | -3.8% | -$38.70万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,000.12万 | 0.48% | 140,368 | 2,054 | 1.5% | $14.63万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1,038.88万 | 0.50% | 88,452 | 11,746 | 15.3% | $137.96万 | 加仓 |