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 |
|---|---|---|---|---|---|---|---|---|
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $479.82万 | 0.23% | 94,788 | 9,951 | 11.7% | $50.37万 | 加仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $476.12万 | 0.23% | 104,849 | 2,760 | 2.7% | $12.53万 | 加仓 |
| PSX | PHILLIPS 66 COM | $474.83万 | 0.23% | 28,087 | 349 | 1.3% | $5.90万 | 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 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $469.13万 | 0.22% | 92,915 | 10,419 | 12.6% | $52.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $462.94万 | 0.22% | 31,570 | 373 | 1.2% | $5.47万 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $460.55万 | 0.22% | 81,919 | 11,981 | 17.1% | $67.36万 | 加仓 |
| HWKN | HAWKINS INC COM | $458.54万 | 0.22% | 32,269 | 263 | 0.8% | $3.74万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $456.96万 | 0.22% | 80,906 | 15,541 | 23.8% | $87.78万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $445.71万 | 0.21% | 12,582 | 658 | 5.5% | $23.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $445.48万 | 0.21% | 50,755 | 1,720 | 3.5% | $15.10万 | 加仓 |
| DRAM | ROUNDHILL MEMORY ETF | $445.19万 | 0.21% | 60,283 | 60,283 | — | $445.19万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $444.68万 | 0.21% | 25,220 | 19,886 | 372.8% | $350.63万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $437.42万 | 0.21% | 136,822 | 8,842 | 6.9% | $28.27万 | 加仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $433.52万 | 0.21% | 88,727 | 15,612 | 21.4% | $76.28万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $424.36万 | 0.20% | 21,018 | -9,000 | -30.0% | -$181.71万 | 减仓 |
| BX | BLACKSTONE INC COM | $422.41万 | 0.20% | 35,897 | 2,122 | 6.3% | $24.97万 | 加仓 |
| DE | DEERE & CO COM | $417.59万 | 0.20% | 6,583 | 12 | 0.2% | $7,612 | 加仓 |
| ETN | EATON CORP PLC SHS | $417.48万 | 0.20% | 9,797 | 6,225 | 174.3% | $265.27万 | 加仓 |
| SNDK | SANDISK CORP COM | $417.46万 | 0.20% | 1,836 | 1,836 | — | $417.46万 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $417.11万 | 0.20% | 55,429 | 3,707 | 7.2% | $27.90万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $411.35万 | 0.20% | 30,067 | 656 | 2.2% | $8.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $409.62万 | 0.20% | 14,566 | -8,589 | -37.1% | -$241.54万 | 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 |
| AMAT | APPLIED MATLS INC COM | $399.02万 | 0.19% | 5,518 | -134 | -2.4% | -$9.69万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $390.74万 | 0.19% | 33,491 | -1,749 | -5.0% | -$20.41万 | 减仓 |
| LIN | LINDE PLC SHS | $385.63万 | 0.18% | 7,431 | 515 | 7.4% | $26.73万 | 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 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $376.52万 | 0.18% | 63,904 | 424 | 0.7% | $2.50万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $376.10万 | 0.18% | 66,969 | -1,711 | -2.5% | -$9.61万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $368.61万 | 0.18% | 15,205 | -545 | -3.5% | -$13.21万 | 减仓 |
| CLS | CELESTICA INC COM | $368.16万 | 0.18% | 10,092 | 333 | 3.4% | $12.15万 | 加仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $367.71万 | 0.18% | 11,094 | -106 | -0.9% | -$3.51万 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $365.65万 | 0.17% | 18,318 | 1,088 | 6.3% | $21.72万 | 加仓 |
| — | PROSHARES MSCI EAFE DIVIDEND GROWERS ETF | $364.16万 | 0.17% | 85,002 | 4,948 | 6.2% | $21.20万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $355.72万 | 0.17% | 44,481 | 2,781 | 6.7% | $22.24万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $351.06万 | 0.17% | 15,460 | 685 | 4.6% | $15.55万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $349.85万 | 0.17% | 67,474 | 877 | 1.3% | $4.55万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $348.31万 | 0.17% | 32,552 | 341 | 1.1% | $3.65万 | 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 |
| 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 |
| HWM | HOWMET AEROSPACE INC COM | $336.24万 | 0.16% | 12,506 | 81 | 0.7% | $2.18万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $334.78万 | 0.16% | 16,605 | 437 | 2.7% | $8.81万 | 加仓 |
| TSLA | TESLA INC COM | $332.61万 | 0.16% | 7,908 | -162 | -2.0% | -$6.81万 | 减仓 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $332.19万 | 0.16% | 27,226 | -2,555 | -8.6% | -$31.17万 | 减仓 |
| INTC | INTEL CORP COM | $331.39万 | 0.16% | 23,733 | 208 | 0.9% | $2.90万 | 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 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $327.46万 | 0.16% | 1,646 | 1,426 | 648.2% | $283.69万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $323.62万 | 0.15% | 118,065 | 310 | 0.3% | $8,497 | 加仓 |
| GE | GE AEROSPACE COM NEW | $320.45万 | 0.15% | 8,574 | 147 | 1.7% | $5.49万 | 加仓 |
| WELL | WELLTOWER INC COM | $320.38万 | 0.15% | 14,115 | -9 | -0.1% | -$2,043 | 减仓 |
| 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 |
| BLK | BLACKROCK INC COM | $315.30万 | 0.15% | 3,279 | 91 | 2.9% | $8.75万 | 加仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $312.04万 | 0.15% | 95,719 | 2,747 | 3.0% | $8.96万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $308.61万 | 0.15% | 4,044 | -60 | -1.5% | -$4.58万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $308.43万 | 0.15% | 18,156 | 374 | 2.1% | $6.35万 | 加仓 |
| MRK | MERCK & CO INC COM | $307.26万 | 0.15% | 23,911 | 478 | 2.0% | $6.14万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $305.93万 | 0.15% | 10,182 | 61 | 0.6% | $1.83万 | 加仓 |
| — | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $305.07万 | 0.15% | 77,567 | 2,043 | 2.7% | $8.04万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $298.67万 | 0.14% | 18,145 | -523 | -2.8% | -$8.61万 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $296.88万 | 0.14% | 60,687 | 9,581 | 18.7% | $46.87万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $295.95万 | 0.14% | 18,652 | -472 | -2.5% | -$7.49万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $295.68万 | 0.14% | 47,014 | -626 | -1.3% | -$3.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $295.67万 | 0.14% | 8,741 | -66 | -0.7% | -$2.23万 | 减仓 |
| OKE | ONEOK INC NEW COM | $294.25万 | 0.14% | 33,845 | 324 | 1.0% | $2.82万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $293.02万 | 0.14% | 29,721 | 1,065 | 3.7% | $10.50万 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $286.76万 | 0.14% | 67,632 | 12,580 | 22.9% | $53.34万 | 加仓 |
| NUE | NUCOR CORP COM | $285.76万 | 0.14% | 12,828 | 4,905 | 61.9% | $109.27万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $281.61万 | 0.13% | 6,138 | 162 | 2.7% | $7.43万 | 加仓 |
| PEP | PEPSICO INC COM | $279.45万 | 0.13% | 20,639 | 926 | 4.7% | $12.54万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $279.38万 | 0.13% | 25,324 | 856 | 3.5% | $9.44万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $273.61万 | 0.13% | 26,774 | 316 | 1.2% | $3.23万 | 加仓 |
| HD | HOME DEPOT INC COM | $271.67万 | 0.13% | 7,703 | -367 | -4.5% | -$12.94万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $270.89万 | 0.13% | 12,095 | 68 | 0.6% | $1.52万 | 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 |
| BE | BLOOM ENERGY CORP COM CL A | $268.10万 | 0.13% | 8,857 | 6,251 | 239.9% | $189.22万 | 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 |
| MCD | MCDONALDS CORP COM | $264.62万 | 0.13% | 9,789 | 63 | 0.6% | $1.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $260.29万 | 0.12% | 28,684 | 451 | 1.6% | $4.09万 | 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 |
| VV | VANGUARD LARGE-CAP ETF | $253.47万 | 0.12% | 7,370 | 16 | 0.2% | $5,503 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $252.68万 | 0.12% | 26,332 | 521 | 2.0% | $5.00万 | 加仓 |
| LOW | LOWES COS INC COM | $251.45万 | 0.12% | 11,404 | -26 | -0.2% | -$5,733 | 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 |
| FIX | COMFORT SYS USA INC COM | $250.52万 | 0.12% | 1,264 | -445 | -26.0% | -$88.20万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $246.11万 | 0.12% | 8,469 | 203 | 2.5% | $5.90万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $245.80万 | 0.12% | 10,346 | 937 | 10.0% | $22.26万 | 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 |
| AM | ANTERO MIDSTREAM CORP COM | $243.99万 | 0.12% | 107,246 | 339 | 0.3% | $7,712 | 加仓 |
| ORCL | ORACLE CORP COM | $242.87万 | 0.12% | 16,572 | -14,218 | -46.2% | -$208.37万 | 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 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $241.19万 | 0.12% | 25,129 | -39 | -0.2% | -$3,743 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $240.34万 | 0.11% | 4,893 | 382 | 8.5% | $18.76万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $240.02万 | 0.11% | 78,721 | 2,530 | 3.3% | $7.71万 | 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 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $237.41万 | 0.11% | 53,375 | 5,222 | 10.8% | $23.23万 | 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 |
| MS | MORGAN STANLEY COM NEW | $236.20万 | 0.11% | 11,299 | 302 | 2.7% | $6.31万 | 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 |
| CEG | CONSTELLATION ENERGY CORP COM | $235.07万 | 0.11% | 9,464 | 1,023 | 12.1% | $25.41万 | 加仓 |