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 |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC CL A COM | $234.82万 | 0.11% | 9,019 | -339 | -3.6% | -$8.83万 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $234.39万 | 0.11% | 8,565 | -153 | -1.8% | -$4.19万 | 减仓 |
| KT | KT CORP SPONSORED ADR | $234.32万 | 0.11% | 135,600 | 3,000 | 2.3% | $5.18万 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $231.83万 | 0.11% | 26,195 | 1,516 | 6.1% | $13.42万 | 加仓 |
| AIZ | ASSURANT INC COM | $231.80万 | 0.11% | 8,632 | 8,632 | — | $231.80万 | 新建仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $227.39万 | 0.11% | 61,454 | -925 | -1.5% | -$3.42万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $227.07万 | 0.11% | 114,162 | -21,578 | -15.9% | -$42.92万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $226.86万 | 0.11% | 4,187 | 71 | 1.7% | $3.85万 | 加仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $224.29万 | 0.11% | 53,876 | 861 | 1.6% | $3.58万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $220.80万 | 0.11% | 4,445 | -45 | -1.0% | -$2.24万 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $220.60万 | 0.11% | 13,339 | 1,912 | 16.7% | $31.62万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $220.36万 | 0.11% | 29,205 | -36,435 | -55.5% | -$274.91万 | 减仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $217.91万 | 0.10% | 199,000 | 199,000 | — | $217.91万 | 新建仓 |
| 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 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $214.80万 | 0.10% | 111,354 | -323 | -0.3% | -$6,231 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $210.74万 | 0.10% | 21,291 | 1,697 | 8.7% | $16.80万 | 加仓 |
| FN | FABRINET SHS | $208.76万 | 0.10% | 3,714 | 64 | 1.8% | $3.60万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $206.37万 | 0.10% | 16,152 | -1,109 | -6.4% | -$14.17万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $202.09万 | 0.10% | 10,073 | -7,893 | -43.9% | -$158.36万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $201.57万 | 0.10% | 44,059 | 6,958 | 18.8% | $31.83万 | 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 |
| HUBB | HUBBELL INC COM | $200.73万 | 0.10% | 3,836 | 1,629 | 73.8% | $85.24万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $200.68万 | 0.10% | 18,219 | 230 | 1.3% | $2.53万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $199.14万 | 0.10% | 8,214 | -140 | -1.7% | -$3.39万 | 减仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $198.02万 | 0.09% | 23,988 | 630 | 2.7% | $5.20万 | 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 |
| BUFR | FT VEST LADDERED BUFFER ETF | $196.18万 | 0.09% | 53,704 | 3,416 | 6.8% | $12.48万 | 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 |
| VLO | VALERO ENERGY CORP COM | $194.17万 | 0.09% | 7,455 | 1,004 | 15.6% | $26.15万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $194.06万 | 0.09% | 26,104 | 488 | 1.9% | $3.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $192.00万 | 0.09% | 3,738 | 3,003 | 408.6% | $154.25万 | 加仓 |
| COR | CENCORA INC COM | $187.05万 | 0.09% | 6,609 | -12,452 | -65.3% | -$352.42万 | 减仓 |
| HAL | HALLIBURTON CO COM | $185.91万 | 0.09% | 54,761 | -39,759 | -42.1% | -$134.98万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $185.90万 | 0.09% | 25,719 | -102 | -0.4% | -$7,373 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $184.69万 | 0.09% | 34,451 | 113 | 0.3% | $6,058 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $184.59万 | 0.09% | 19,653 | -204 | -1.0% | -$1.92万 | 减仓 |
| GWW | WW GRAINGER INC COM | $183.65万 | 0.09% | 1,350 | 9 | 0.7% | $1.22万 | 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 |
| ITW | ILLINOIS TOOL WKS INC COM | $183.28万 | 0.09% | 6,776 | 24 | 0.4% | $6,491 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $182.80万 | 0.09% | 57,647 | -357,931 | -86.1% | -$1,135.00万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $182.31万 | 0.09% | 2,172 | 2,172 | — | $182.31万 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $182.25万 | 0.09% | 7,942 | -20 | -0.3% | -$4,589 | 减仓 |
| CB | CHUBB LIMITED COM | $180.73万 | 0.09% | 5,304 | -1,735 | -24.6% | -$59.12万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $177.86万 | 0.08% | 19,408 | 3,567 | 22.5% | $32.69万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $177.33万 | 0.08% | 13,163 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $176.75万 | 0.08% | 6,400 | 6,400 | — | $176.75万 | 新建仓 |
| EVR | EVERCORE INC CLASS A | $176.63万 | 0.08% | 5,173 | 71 | 1.4% | $2.42万 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $176.38万 | 0.08% | 4,741 | -5,530 | -53.8% | -$205.73万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $174.76万 | 0.08% | 28,541 | -1,048 | -3.5% | -$6.42万 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $172.68万 | 0.08% | 72,920 | 4,195 | 6.1% | $9.93万 | 加仓 |
| TWLO | TWILIO INC CL A | $172.24万 | 0.08% | 8,348 | -160 | -1.9% | -$3.30万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $171.94万 | 0.08% | 40,618 | 2,529 | 6.6% | $10.71万 | 加仓 |
| PFE | PFIZER INC COM | $171.37万 | 0.08% | 71,165 | -19,424 | -21.4% | -$46.77万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $170.54万 | 0.08% | 21,889 | -1,414 | -6.1% | -$11.02万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $170.32万 | 0.08% | 14,585 | 1,049 | 7.7% | $12.25万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $168.64万 | 0.08% | 9,442 | -632 | -6.3% | -$11.29万 | 减仓 |
| FDX | FEDEX CORP COM | $168.50万 | 0.08% | 5,381 | 124 | 2.4% | $3.88万 | 加仓 |
| AFL | AFLAC INC COM | $167.37万 | 0.08% | 14,274 | -5,113 | -26.4% | -$59.95万 | 减仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $166.69万 | 0.08% | 34,519 | 1,268 | 3.8% | $6.12万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $165.59万 | 0.08% | 9,420 | -8 | -0.1% | -$1,406 | 减仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $165.24万 | 0.08% | 36,631 | 6,565 | 21.8% | $29.61万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $165.18万 | 0.08% | 6,797 | -351 | -4.9% | -$8.53万 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $162.45万 | 0.08% | 40,464 | -1,250 | -3.0% | -$5.02万 | 减仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $160.55万 | 0.08% | 67,316 | 5,769 | 9.4% | $13.76万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $158.96万 | 0.08% | 34,830 | 431 | 1.3% | $1.97万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $157.16万 | 0.08% | 16,298 | 476 | 3.0% | $4.59万 | 加仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $157.02万 | 0.08% | 27,949 | -341 | -1.2% | -$1.92万 | 减仓 |
| HTGC | HERCULES CAPITAL INC COM | $155.51万 | 0.07% | 98,614 | 3,998 | 4.2% | $6.30万 | 加仓 |
| — | FT VEST HIGH YIELD & TARGET INCOME ETF | $155.06万 | 0.07% | 81,126 | 14 | 0.0% | $268 | 加仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $154.94万 | 0.07% | 16,920 | 2,300 | 15.7% | $21.06万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $154.41万 | 0.07% | 32,714 | 3,751 | 13.0% | $17.71万 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $154.10万 | 0.07% | 2,031 | 3 | 0.1% | $2,276 | 加仓 |
| GOLD | GOLD COM INC COM | $153.23万 | 0.07% | 36,825 | 500 | 1.4% | $2.08万 | 加仓 |
| KO | COCA COLA CO COM | $153.10万 | 0.07% | 18,838 | -417 | -2.2% | -$3.39万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $152.43万 | 0.07% | 26,751 | -515 | -1.9% | -$2.93万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $151.70万 | 0.07% | 12,934 | -154 | -1.2% | -$1.81万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $150.70万 | 0.07% | 51,258 | 6,099 | 13.5% | $17.93万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $150.46万 | 0.07% | 43,461 | 3,238 | 8.1% | $11.21万 | 加仓 |
| LSGR | NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF | $148.73万 | 0.07% | 35,303 | 520 | 1.5% | $2.19万 | 加仓 |
| F | FORD MTR CO COM | $148.52万 | 0.07% | 106,847 | -8,413 | -7.3% | -$11.69万 | 减仓 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $148.39万 | 0.07% | 19,651 | -289 | -1.4% | -$2.18万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $147.87万 | 0.07% | 47,546 | -328 | -0.7% | -$1.02万 | 减仓 |
| ONDS | ONDAS INC COM NEW | $146.23万 | 0.07% | 177,460 | 750 | 0.4% | $6,180 | 加仓 |
| COP | CONOCOPHILLIPS COM | $144.80万 | 0.07% | 13,928 | -1,656 | -10.6% | -$17.22万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $143.67万 | 0.07% | 19,570 | -325 | -1.6% | -$2.39万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $142.17万 | 0.07% | 4,690 | -61 | -1.3% | -$1.85万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $142.02万 | 0.07% | 5,768 | 461 | 8.7% | $11.35万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $141.99万 | 0.07% | 52,493 | -100,725 | -65.7% | -$272.46万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $141.98万 | 0.07% | 6,470 | 232 | 3.7% | $5.09万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $141.74万 | 0.07% | 14,905 | 555 | 3.9% | $5.28万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $141.72万 | 0.07% | 13,228 | -345 | -2.5% | -$3.70万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $141.23万 | 0.07% | 16,519 | -148 | -0.9% | -$1.27万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $141.16万 | 0.07% | 58,474 | 1,664 | 2.9% | $4.02万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $139.16万 | 0.07% | 4,420 | 396 | 9.8% | $12.47万 | 加仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $139.02万 | 0.07% | 18,047 | 1,481 | 8.9% | $11.41万 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $138.43万 | 0.07% | 10,205 | -19,573 | -65.7% | -$265.50万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $137.67万 | 0.07% | 4,604 | 228 | 5.2% | $6.82万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $137.52万 | 0.07% | 7,891 | 69 | 0.9% | $1.20万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $137.26万 | 0.07% | 4,604 | 436 | 10.5% | $13.00万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $136.97万 | 0.07% | 3,601 | 69 | 2.0% | $2.62万 | 加仓 |