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 |
|---|---|---|---|---|---|---|---|---|
| — | US VEGAN CLIMATE ETF | $24.14万 | 0.01% | 2,934 | 2,934 | — | $24.14万 | 新建仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $24.01万 | 0.01% | 5,150 | 5,150 | — | $24.01万 | 新建仓 |
| EDOW | FIRST TRUST DOW 30 EQUAL WEIGHT ETF | $23.92万 | 0.01% | 5,425 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $23.91万 | 0.01% | 17,289 | 164 | 1.0% | $2,268 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $23.86万 | 0.01% | 4,323 | 11 | 0.3% | $607 | 加仓 |
| CTAS | CINTAS CORP COM | $23.71万 | 0.01% | 1,394 | -108 | -7.2% | -$1.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $23.62万 | 0.01% | 471 | 6 | 1.3% | $3,009 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $23.57万 | 0.01% | 2,851 | 2,851 | — | $23.57万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $23.38万 | 0.01% | 10,930 | -150 | -1.4% | -$3,209 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $23.20万 | 0.01% | 6,293 | 6,293 | — | $23.20万 | 新建仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $23.16万 | 0.01% | 5,575 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $23.13万 | 0.01% | 927 | 927 | — | $23.13万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $23.02万 | 0.01% | 819 | 819 | — | $23.02万 | 新建仓 |
| SDSI | AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF | $22.77万 | 0.01% | 4,434 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $22.76万 | 0.01% | 2,722 | 2,722 | — | $22.76万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $22.75万 | 0.01% | 894 | 894 | — | $22.75万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC COM | $22.49万 | 0.01% | 5,870 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $22.47万 | 0.01% | 2,997 | 7 | 0.2% | $525 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $22.46万 | 0.01% | 4,440 | 420 | 10.4% | $2.12万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $22.33万 | 0.01% | 20,596 | -4,618 | -18.3% | -$5.01万 | 减仓 |
| ALL | ALLSTATE CORP COM | $22.22万 | 0.01% | 934 | 934 | — | $22.22万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $22.19万 | 0.01% | 6,143 | 6,143 | — | $22.19万 | 新建仓 |
| — | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | $22.18万 | 0.01% | 3,351 | -26 | -0.8% | -$1,721 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $22.17万 | 0.01% | 2,862 | 195 | 7.3% | $1.51万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $21.97万 | 0.01% | 2,934 | 2,934 | — | $21.97万 | 新建仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $21.92万 | 0.01% | 9,310 | 9 | 0.1% | $212 | 加仓 |
| KVUE | KENVUE INC COM | $21.90万 | 0.01% | 11,459 | 132 | 1.2% | $2,523 | 加仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $21.84万 | 0.01% | 9,998 | 7 | 0.1% | $153 | 加仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $21.81万 | 0.01% | 9,951 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $21.78万 | 0.01% | 1,842 | -103 | -5.3% | -$1.22万 | 减仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $21.73万 | 0.01% | 5,305 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC COM CL A | $21.59万 | 0.01% | 7,115 | -148 | -2.0% | -$4,490 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $21.45万 | 0.01% | 4,690 | 4,690 | — | $21.45万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $21.43万 | 0.01% | 2,805 | -2,483 | -47.0% | -$18.97万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $21.41万 | 0.01% | 10,700 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $21.40万 | 0.01% | 1,893 | -36 | -1.9% | -$4,069 | 减仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $21.39万 | 0.01% | 9,047 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP COM | $21.34万 | 0.01% | 1,023 | -325 | -24.1% | -$6.78万 | 减仓 |
| — | AMPLIFY ONLINE RETAIL ETF | $21.31万 | 0.01% | 3,083 | -106 | -3.3% | -$7,328 | 重新持有 |
| FTNT | FORTINET INC COM | $21.25万 | 0.01% | 1,383 | 1,383 | — | $21.25万 | 新建仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $21.23万 | 0.01% | 11,427 | -174 | -1.5% | -$3,232 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $21.22万 | 0.01% | 2,893 | 2,893 | — | $21.22万 | 新建仓 |
| VALE | VALE S A SPONSORED ADS | $21.02万 | 0.01% | 13,976 | -451 | -3.1% | -$6,784 | 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 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | $20.98万 | 0.01% | 4,502 | -937 | -17.2% | -$4.37万 | 减仓 |
| 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 |
| 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 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | $20.87万 | 0.01% | 4,369 | -943 | -17.8% | -$4.51万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $20.86万 | 0.01% | 1,277 | 1,277 | — | $20.86万 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $20.86万 | 0.01% | 3,956 | 3,956 | — | $20.86万 | 新建仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $20.72万 | 0.01% | 619 | -375 | -37.7% | -$12.55万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC COM | $20.71万 | 0.01% | 11,272 | 11,272 | — | $20.71万 | 新建仓 |
| MRX | MAREX GROUP LTD ORD | $20.68万 | 0.01% | 3,393 | 3,393 | — | $20.68万 | 新建仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $20.60万 | 0.01% | 7,092 | -89 | -1.2% | -$2,585 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC COM | $20.59万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $20.58万 | 0.01% | 7,292 | 7,292 | — | $20.58万 | 新建仓 |
| AON | AON PLC SHS CL A | $20.53万 | 0.01% | 618 | -13 | -2.1% | -$4,318 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $20.31万 | 0.01% | 10,845 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $20.31万 | 0.01% | 8,482 | 156 | 1.9% | $3,735 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $20.25万 | 0.01% | 527 | 527 | — | $20.25万 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $20.19万 | 0.01% | 2,127 | -218 | -9.3% | -$2.07万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $20.19万 | 0.01% | 4,894 | 4,894 | — | $20.19万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $20.16万 | 0.01% | 6,677 | 6,677 | — | $20.16万 | 新建仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $20.14万 | 0.01% | 1,184 | 1,184 | — | $20.14万 | 新建仓 |
| IQQQ | PROSHARES NASDAQ-100 HIGH INCOME ETF | $20.07万 | 0.01% | 3,950 | 3,950 | — | $20.07万 | 新建仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $19.87万 | 0.01% | 12,124 | -220 | -1.8% | -$3,605 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $18.13万 | 0.01% | 18,946 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $16.88万 | 0.01% | 20,212 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $15.36万 | 0.01% | 14,898 | 1 | 0.0% | $10 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $15.13万 | 0.01% | 19,728 | -257 | -1.3% | -$1,971 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $13.74万 | 0.01% | 11,158 | -64 | -0.6% | -$788 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $13.21万 | 0.01% | 11,686 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS INC COM | $13.05万 | 0.01% | 20,200 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $12.98万 | 0.01% | 14,550 | 14,550 | — | $12.98万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $12.36万 | 0.01% | 10,526 | 116 | 1.1% | $1,362 | 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 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $11.10万 | 0.01% | 19,336 | 102 | 0.5% | $586 | 加仓 |
| PGEN | PRECIGEN INC COM | $9.42万 | 0.00% | 16,524 | 1,024 | 6.6% | $5,837 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC COM SER A | $9.28万 | 0.00% | 12,000 | 12,000 | — | $9.28万 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $8.57万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP CLASS A COM | $8.48万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $6.64万 | 0.00% | 14,411 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP COM NEW | $6.58万 | 0.00% | 15,451 | 0 | 0.0% | — | 不变 |
| — | ANIXA BIOSCIENCES INC COM | $6.30万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $5.75万 | 0.00% | 12,150 | 700 | 6.1% | $3,311 | 加仓 |
| — | MIXED MARTIAL ARTS GROUP LTD ORD SHS | $5.16万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | HYPERION DEFI INC COM NEW | $3.49万 | 0.00% | 11,125 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $3.39万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC COM | $2.82万 | 0.00% | 33,500 | 0 | 0.0% | — | 不变 |
| — | 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 |