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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -84,608 | -100.0% | -$1,435.46万 | 清仓 |
| — | SEABRIDGE GOLD INC COM | $0 | 0.00% | 0 | -265,814 | -100.0% | -$753.32万 | 清仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $0 | 0.00% | 0 | -167,055 | -100.0% | -$748.41万 | 清仓 |
| PTL | INSPIRE 500 ETF | $0 | 0.00% | 0 | -22,738 | -100.0% | -$569.71万 | 清仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $0 | 0.00% | 0 | -17,476 | -100.0% | -$495.90万 | 清仓 |
| ENSG | ENSIGN GROUP INC COM | $0 | 0.00% | 0 | -20,531 | -100.0% | -$413.72万 | 清仓 |
| BIBL | INSPIRE 100 ETF | $0 | 0.00% | 0 | -81,087 | -100.0% | -$382.33万 | 清仓 |
| — | INSPIRE GLOBAL HOPE ETF | $0 | 0.00% | 0 | -60,122 | -100.0% | -$266.67万 | 清仓 |
| CME | CME GROUP INC COM | $0 | 0.00% | 0 | -8,659 | -100.0% | -$255.77万 | 清仓 |
| RMD | RESMED INC COM | $0 | 0.00% | 0 | -9,646 | -100.0% | -$216.54万 | 清仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $0 | 0.00% | 0 | -50,991 | -100.0% | -$190.66万 | 清仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $0 | 0.00% | 0 | -75,819 | -100.0% | -$180.88万 | 清仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | $0 | 0.00% | 0 | -45,734 | -100.0% | -$175.15万 | 清仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $0 | 0.00% | 0 | -57,312 | -100.0% | -$164.43万 | 清仓 |
| — | INSPIRE GROWTH ETF | $0 | 0.00% | 0 | -44,066 | -100.0% | -$163.53万 | 清仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $0 | 0.00% | 0 | -36,894 | -100.0% | -$152.59万 | 清仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $0 | 0.00% | 0 | -31,810 | -100.0% | -$146.22万 | 清仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $0 | 0.00% | 0 | -72,375 | -100.0% | -$143.16万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -6,958 | -100.0% | -$137.97万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -2,845 | -100.0% | -$131.15万 | 清仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $0 | 0.00% | 0 | -44,366 | -100.0% | -$128.44万 | 清仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $0 | 0.00% | 0 | -29,025 | -100.0% | -$116.02万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -8,384 | -100.0% | -$99.11万 | 清仓 |
| WRB | BERKLEY W R CORP COM | $0 | 0.00% | 0 | -14,713 | -100.0% | -$97.52万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $0 | 0.00% | 0 | -4,459 | -100.0% | -$87.13万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $0 | 0.00% | 0 | -39,459 | -100.0% | -$81.88万 | 清仓 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -4,415 | -100.0% | -$79.57万 | 清仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -7,399 | -100.0% | -$78.80万 | 清仓 |
| GPRK | GEOPARK LTD USD SHS | $0 | 0.00% | 0 | -72,260 | -100.0% | -$68.65万 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -4,096 | -100.0% | -$51.12万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -17,118 | -100.0% | -$49.15万 | 清仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -10,241 | -100.0% | -$41.11万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -11,265 | -100.0% | -$39.59万 | 清仓 |
| — | NUVEEN NEW JERSEY COM | $0 | 0.00% | 0 | -32,141 | -100.0% | -$39.53万 | 清仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $0 | 0.00% | 0 | -11,282 | -100.0% | -$37.78万 | 清仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $0 | 0.00% | 0 | -14,026 | -100.0% | -$37.56万 | 清仓 |
| DOW | DOW HLDGS INC COM | $0 | 0.00% | 0 | -8,834 | -100.0% | -$36.79万 | 清仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $0 | 0.00% | 0 | -7,021 | -100.0% | -$35.21万 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $0 | 0.00% | 0 | -7,059 | -100.0% | -$25.69万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -2,085 | -100.0% | -$23.02万 | 清仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,086 | -100.0% | -$22.74万 | 清仓 |
| UNM | UNUM GROUP COM | $0 | 0.00% | 0 | -3,102 | -100.0% | -$22.65万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -512 | -100.0% | -$22.14万 | 清仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -1,237 | -100.0% | -$21.60万 | 清仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -2,566 | -100.0% | -$21.19万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -1,197 | -100.0% | -$20.76万 | 清仓 |
| MTBA | SIMPLIFY MBS ETF | $0 | 0.00% | 0 | -4,100 | -100.0% | -$20.28万 | 清仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $0 | 0.00% | 0 | -13,441 | -100.0% | -$15.16万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC COM | $0 | 0.00% | 0 | -13,271 | -100.0% | -$13.67万 | 清仓 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $0 | 0.00% | 0 | -11,922 | -100.0% | -$11.49万 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | -10,235 | -100.0% | -$11.36万 | 清仓 |
| WIW | WESTERN AST INFL LKD OPP & INM COM | $0 | 0.00% | 0 | -12,566 | -100.0% | -$10.63万 | 清仓 |
| NVCT | NUVECTIS PHARMA INC COM | $0 | 0.00% | 0 | -13,000 | -100.0% | -$10.05万 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $0 | 0.00% | 0 | -10,963 | -100.0% | -$4.44万 | 清仓 |
| — | SELECTQUOTE INC COM | $2.82万 | 0.00% | 33,500 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $3.39万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| — | HYPERION DEFI INC COM NEW | $3.49万 | 0.00% | 11,125 | 0 | 0.0% | — | 不变 |
| — | MIXED MARTIAL ARTS GROUP LTD ORD SHS | $5.16万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $5.75万 | 0.00% | 12,150 | 700 | 6.1% | $3,311 | 加仓 |
| — | ANIXA BIOSCIENCES INC COM | $6.30万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP COM NEW | $6.58万 | 0.00% | 15,451 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $6.64万 | 0.00% | 14,411 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP CLASS A COM | $8.48万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $8.57万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| SGMT | SAGIMET BIOSCIENCES INC COM SER A | $9.28万 | 0.00% | 12,000 | 12,000 | — | $9.28万 | 新建仓 |
| PGEN | PRECIGEN INC COM | $9.42万 | 0.00% | 16,524 | 1,024 | 6.6% | $5,837 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $11.10万 | 0.01% | 19,336 | 102 | 0.5% | $586 | 加仓 |
| — | WESTERN ASSET INFLT LNK INC FD COM SH BEN INT | $11.13万 | 0.01% | 13,693 | -1,535 | -10.1% | -$1.25万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $12.36万 | 0.01% | 10,526 | 116 | 1.1% | $1,362 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $12.98万 | 0.01% | 14,550 | 14,550 | — | $12.98万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS INC COM | $13.05万 | 0.01% | 20,200 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $13.21万 | 0.01% | 11,686 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $13.74万 | 0.01% | 11,158 | -64 | -0.6% | -$788 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $15.13万 | 0.01% | 19,728 | -257 | -1.3% | -$1,971 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $15.36万 | 0.01% | 14,898 | 1 | 0.0% | $10 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $16.88万 | 0.01% | 20,212 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $18.13万 | 0.01% | 18,946 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $19.87万 | 0.01% | 12,124 | -220 | -1.8% | -$3,605 | 减仓 |
| IQQQ | PROSHARES NASDAQ-100 HIGH INCOME ETF | $20.07万 | 0.01% | 3,950 | 3,950 | — | $20.07万 | 新建仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $20.14万 | 0.01% | 1,184 | 1,184 | — | $20.14万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $20.16万 | 0.01% | 6,677 | 6,677 | — | $20.16万 | 新建仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $20.19万 | 0.01% | 4,894 | 4,894 | — | $20.19万 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $20.19万 | 0.01% | 2,127 | -218 | -9.3% | -$2.07万 | 减仓 |
| TLN | TALEN ENERGY CORP COM | $20.25万 | 0.01% | 527 | 527 | — | $20.25万 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $20.31万 | 0.01% | 8,482 | 156 | 1.9% | $3,735 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $20.31万 | 0.01% | 10,845 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $20.53万 | 0.01% | 618 | -13 | -2.1% | -$4,318 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $20.58万 | 0.01% | 7,292 | 7,292 | — | $20.58万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC COM | $20.59万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $20.60万 | 0.01% | 7,092 | -89 | -1.2% | -$2,585 | 减仓 |
| MRX | MAREX GROUP LTD ORD | $20.68万 | 0.01% | 3,393 | 3,393 | — | $20.68万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC COM | $20.71万 | 0.01% | 11,272 | 11,272 | — | $20.71万 | 新建仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $20.72万 | 0.01% | 619 | -375 | -37.7% | -$12.55万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $20.86万 | 0.01% | 3,956 | 3,956 | — | $20.86万 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $20.86万 | 0.01% | 1,277 | 1,277 | — | $20.86万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | $20.87万 | 0.01% | 4,369 | -943 | -17.8% | -$4.51万 | 减仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $20.90万 | 0.01% | 5,000 | 5,000 | — | $20.90万 | 新建仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $20.91万 | 0.01% | 4,955 | -9,390 | -65.5% | -$39.63万 | 重新持有 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | $20.98万 | 0.01% | 4,502 | -937 | -17.2% | -$4.37万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 APR ETF | $21.02万 | 0.01% | 4,582 | -1,026 | -18.3% | -$4.71万 | 减仓 |