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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC COM | $61.08万 | 0.03% | 2,964 | 129 | 4.6% | $2.66万 | 加仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $60.77万 | 0.03% | 20,010 | 680 | 3.5% | $2.07万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $60.09万 | 0.03% | 34,996 | 1,829 | 5.5% | $3.14万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $60.07万 | 0.03% | 5,228 | -224 | -4.1% | -$2.57万 | 减仓 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $59.82万 | 0.03% | 21,237 | 5,977 | 39.2% | $16.84万 | 加仓 |
| — | RELATIVE SENTIMENT TACTICAL ALLOCATION ETF | $59.26万 | 0.03% | 13,610 | -1,800 | -11.7% | -$7.84万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $58.95万 | 0.03% | 3,755 | 46 | 1.2% | $7,221 | 加仓 |
| CI | THE CIGNA GROUP COM | $58.93万 | 0.03% | 2,137 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $58.79万 | 0.03% | 7,786 | -52,446 | -87.1% | -$396.02万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $58.36万 | 0.03% | 6,115 | 215 | 3.6% | $2.05万 | 加仓 |
| CCJ | CAMECO CORP COM | $58.22万 | 0.03% | 5,715 | 1,434 | 33.5% | $14.61万 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $57.96万 | 0.03% | 5,292 | -144 | -2.6% | -$1.58万 | 减仓 |
| D | DOMINION ENERGY INC COM | $57.34万 | 0.03% | 8,396 | -564 | -6.3% | -$3.85万 | 减仓 |
| FLXS | FLEXSTEEL INDS INC COM | $56.72万 | 0.03% | 7,616 | -1,625 | -17.6% | -$12.10万 | 减仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $56.49万 | 0.03% | 17,165 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $56.23万 | 0.03% | 8,139 | -158 | -1.9% | -$1.09万 | 减仓 |
| IAPR | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | $55.88万 | 0.03% | 16,825 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $55.55万 | 0.03% | 1,972 | -1,940 | -49.6% | -$54.65万 | 减仓 |
| XYZ | BLOCK INC CL A | $55.50万 | 0.03% | 7,302 | -575 | -7.3% | -$4.37万 | 减仓 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $54.85万 | 0.03% | 15,250 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $54.82万 | 0.03% | 26,662 | 2,010 | 8.2% | $4.13万 | 加仓 |
| MCK | MCKESSON CORP COM | $54.63万 | 0.03% | 723 | 5 | 0.7% | $3,778 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $54.61万 | 0.03% | 1,060 | -108 | -9.2% | -$5.56万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $54.00万 | 0.03% | 26,517 | 10 | 0.0% | $204 | 加仓 |
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $53.76万 | 0.03% | 11,075 | 86 | 0.8% | $4,175 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $53.59万 | 0.03% | 8,556 | -19 | -0.2% | -$1,190 | 减仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $53.45万 | 0.03% | 10,203 | -14,475 | -58.7% | -$75.82万 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $53.38万 | 0.03% | 41,447 | 1,785 | 4.5% | $2.30万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | $53.08万 | 0.03% | 12,843 | 0 | 0.0% | — | 不变 |
| GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $52.99万 | 0.03% | 8,955 | 8,955 | — | $52.99万 | 新建仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $52.96万 | 0.03% | 20,754 | -255 | -1.2% | -$6,508 | 减仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $52.34万 | 0.03% | 10,326 | 150 | 1.5% | $7,603 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $52.28万 | 0.02% | 2,749 | 75 | 2.8% | $1.43万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $52.27万 | 0.02% | 5,872 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $51.12万 | 0.02% | 39,440 | -1,000 | -2.5% | -$1.30万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $51.06万 | 0.02% | 21,283 | -490 | -2.3% | -$1.18万 | 减仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $50.76万 | 0.02% | 17,302 | 6,867 | 65.8% | $20.15万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $50.13万 | 0.02% | 2,838 | 340 | 13.6% | $6.01万 | 加仓 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $50.10万 | 0.02% | 13,058 | 250 | 2.0% | $9,592 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COM | $49.87万 | 0.02% | 19,565 | -1,800 | -8.4% | -$4.59万 | 减仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $49.82万 | 0.02% | 5,418 | 5,418 | — | $49.82万 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $49.73万 | 0.02% | 5,656 | -949 | -14.4% | -$8.34万 | 减仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $49.54万 | 0.02% | 7,262 | 16 | 0.2% | $1,092 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $49.50万 | 0.02% | 2,715 | 1 | 0.0% | $182 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $49.23万 | 0.02% | 25,095 | 11 | 0.0% | $216 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $49.08万 | 0.02% | 11,847 | 427 | 3.7% | $1.77万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $48.90万 | 0.02% | 3,596 | -223 | -5.8% | -$3.03万 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $48.43万 | 0.02% | 1,729 | 54 | 3.2% | $1.51万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $48.39万 | 0.02% | 24,781 | 11 | 0.0% | $215 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $48.17万 | 0.02% | 21,144 | -1,510 | -6.7% | -$3.44万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $47.67万 | 0.02% | 1,302 | -472 | -26.6% | -$17.28万 | 减仓 |
| E | ENI SPA SPONSORED ADR | $47.35万 | 0.02% | 10,105 | 30 | 0.3% | $1,406 | 加仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $46.64万 | 0.02% | 10,360 | -180 | -1.7% | -$8,104 | 减仓 |
| — | BLACKROCK ENERGY & RES TR COM | $46.64万 | 0.02% | 31,469 | 3,541 | 12.7% | $5.25万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $46.60万 | 0.02% | 1,822 | 463 | 34.1% | $11.84万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $46.55万 | 0.02% | 3,512 | -136 | -3.7% | -$1.80万 | 减仓 |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | $46.53万 | 0.02% | 17,600 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $46.53万 | 0.02% | 20,809 | -133 | -0.6% | -$2,974 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF | $46.10万 | 0.02% | 10,475 | -1,016 | -8.8% | -$4.47万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $45.83万 | 0.02% | 37,905 | -1,525 | -3.9% | -$1.84万 | 减仓 |
| GEN | GEN DIGITAL INC COM | $45.79万 | 0.02% | 18,397 | 2,871 | 18.5% | $7.15万 | 加仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $45.05万 | 0.02% | 3,080 | 131 | 4.4% | $1.92万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $44.87万 | 0.02% | 3,995 | -334 | -7.7% | -$3.75万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $44.87万 | 0.02% | 5,881 | 235 | 4.2% | $1.79万 | 加仓 |
| CTRE | CARETRUST REIT INC COM | $44.83万 | 0.02% | 11,111 | 269 | 2.5% | $1.09万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $44.59万 | 0.02% | 4,062 | -2,827 | -41.0% | -$31.04万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $44.52万 | 0.02% | 1,765 | -20 | -1.1% | -$5,045 | 减仓 |
| RH | RH COM | $44.48万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $44.33万 | 0.02% | 11,975 | 2,712 | 29.3% | $10.04万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $44.25万 | 0.02% | 15,051 | 37 | 0.2% | $1,088 | 加仓 |
| KF | KOREA FD INC COM NEW | $43.63万 | 0.02% | 5,801 | -200 | -3.3% | -$1.50万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $43.19万 | 0.02% | 6,393 | 77 | 1.2% | $5,202 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $43.04万 | 0.02% | 5,139 | 45 | 0.9% | $3,769 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $42.95万 | 0.02% | 8,090 | 2,251 | 38.6% | $11.95万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $42.91万 | 0.02% | 5,605 | 241 | 4.5% | $1.84万 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $42.42万 | 0.02% | 16,484 | 1,453 | 9.7% | $3.74万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $42.30万 | 0.02% | 2,510 | 2 | 0.1% | $337 | 加仓 |
| OKLO | OKLO INC COM CL A | $42.27万 | 0.02% | 8,078 | -1,481 | -15.5% | -$7.75万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $42.01万 | 0.02% | 2,521 | 1 | 0.0% | $167 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $41.99万 | 0.02% | 5,540 | -282 | -4.8% | -$2.14万 | 减仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $41.84万 | 0.02% | 2,859 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $41.57万 | 0.02% | 39,327 | 39,327 | — | $41.57万 | 新建仓 |
| CSL | CARLISLE COS INC COM | $41.32万 | 0.02% | 1,139 | 42 | 3.8% | $1.52万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $41.29万 | 0.02% | 5,383 | -427 | -7.3% | -$3.28万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $40.91万 | 0.02% | 3,438 | 40 | 1.2% | $4,760 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $40.87万 | 0.02% | 2,706 | 2,706 | — | $40.87万 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $40.44万 | 0.02% | 7,220 | 7,220 | — | $40.44万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $40.20万 | 0.02% | 6,951 | 338 | 5.1% | $1.96万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $40.11万 | 0.02% | 4,497 | 63 | 1.4% | $5,620 | 加仓 |
| KKR | KKR & CO INC COM | $39.85万 | 0.02% | 4,341 | 963 | 28.5% | $8.84万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $39.22万 | 0.02% | 614 | 614 | — | $39.22万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $39.14万 | 0.02% | 345 | -1,463 | -80.9% | -$165.98万 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $38.29万 | 0.02% | 10,060 | -184 | -1.8% | -$7,003 | 减仓 |
| URNM | SPROTT URANIUM MINERS ETF | $38.26万 | 0.02% | 7,275 | -100 | -1.4% | -$5,259 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $37.99万 | 0.02% | 1,295 | -234 | -15.3% | -$6.87万 | 减仓 |
| ROST | ROSS STORES INC COM | $37.99万 | 0.02% | 1,785 | 119 | 7.1% | $2.53万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $37.89万 | 0.02% | 14,286 | -1,764 | -11.0% | -$4.68万 | 减仓 |
| TY | TRI CONTL CORP COM | $37.89万 | 0.02% | 11,006 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $37.83万 | 0.02% | 6,275 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $37.77万 | 0.02% | 12,519 | -5,651 | -31.1% | -$17.05万 | 减仓 |