13F 机构持仓

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CEDAR RAPIDS IA · SEC CIK 0001109767

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$20.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 2.7%
NVDA 2.5%
AAPL 2.5%
QQQ 1.8%
GOOGL 1.7%
FBCG 1.6%
SPY 1.6%
VUG 1.5%
IWV 1.4%
XLK 1.4%

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
IBD INSPIRE CORPORATE BOND ETF $00.00%0 -75,819-100.0% -$180.88万 清仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY $00.00%0 -45,734-100.0% -$175.15万 清仓
— INSPIRE CAPITAL APPRECIATION ETF $00.00%0 -57,312-100.0% -$164.43万 清仓
— INSPIRE GROWTH ETF $00.00%0 -44,066-100.0% -$163.53万 清仓
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF $00.00%0 -36,894-100.0% -$152.59万 清仓
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY $00.00%0 -31,810-100.0% -$146.22万 清仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $00.00%0 -72,375-100.0% -$143.16万 清仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $00.00%0 -6,958-100.0% -$137.97万 清仓
ISRG INTUITIVE SURGICAL INC COM NEW $00.00%0 -2,845-100.0% -$131.15万 清仓
DBC INVESCO DB COMMODITY INDEX TRACKING FUND $00.00%0 -44,366-100.0% -$128.44万 清仓
ISMD INSPIRE SMALL/MID CAP ETF $00.00%0 -29,025-100.0% -$116.02万 清仓
ZTS ZOETIS INC CL A $00.00%0 -8,384-100.0% -$99.11万 清仓
WRB BERKLEY W R CORP COM $00.00%0 -14,713-100.0% -$97.52万 清仓
ABG ASBURY AUTOMOTIVE GROUP INC COM $00.00%0 -4,459-100.0% -$87.13万 清仓
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $00.00%0 -39,459-100.0% -$81.88万 清仓
DLR DIGITAL RLTY TR INC COM $00.00%0 -4,415-100.0% -$79.57万 清仓
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF $00.00%0 -7,399-100.0% -$78.80万 清仓
GPRK GEOPARK LTD USD SHS $00.00%0 -72,260-100.0% -$68.65万 清仓
MSTR STRATEGY INC CL A NEW $00.00%0 -4,096-100.0% -$51.12万 清仓
CMCSA COMCAST CORP NEW CL A $00.00%0 -17,118-100.0% -$49.15万 清仓
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $00.00%0 -10,241-100.0% -$41.11万 清仓
— COTERRA ENERGY INC COM $00.00%0 -11,265-100.0% -$39.59万 清仓
— NUVEEN NEW JERSEY COM $00.00%0 -32,141-100.0% -$39.53万 清仓
— FIRST TRUST INDXX CRITICAL METALS ETF $00.00%0 -11,282-100.0% -$37.78万 清仓
DXYZ DESTINY TECH100 INC COM SHS $00.00%0 -14,026-100.0% -$37.56万 清仓
DOW DOW HLDGS INC COM $00.00%0 -8,834-100.0% -$36.79万 清仓
HYD VANECK HIGH YIELD MUNI ETF $00.00%0 -7,021-100.0% -$35.21万 清仓
APAM ARTISAN PARTNERS ASSET MGMT I CL A $00.00%0 -7,059-100.0% -$25.69万 清仓
TIP ISHARES TIPS BOND ETF $00.00%0 -2,085-100.0% -$23.02万 清仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $00.00%0 -2,086-100.0% -$22.74万 清仓
UNM UNUM GROUP COM $00.00%0 -3,102-100.0% -$22.65万 清仓
INTU INTUIT COM $00.00%0 -512-100.0% -$22.14万 清仓
COIN COINBASE GLOBAL INC COM CL A $00.00%0 -1,237-100.0% -$21.60万 清仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $00.00%0 -2,566-100.0% -$21.19万 清仓
MRSH MARSH & MCLENNAN COS INC COM $00.00%0 -1,197-100.0% -$20.76万 清仓
MTBA SIMPLIFY MBS ETF $00.00%0 -4,100-100.0% -$20.28万 清仓
MHD BLACKROCK MUNIHOLDINGS FD INC COM $00.00%0 -13,441-100.0% -$15.16万 清仓
DNP DNP SELECT INCOME FD INC COM $00.00%0 -13,271-100.0% -$13.67万 清仓
— FIRST TR SR FLTG RATE INCOME F COM $00.00%0 -11,922-100.0% -$11.49万 清仓
PATH UIPATH INC CL A $00.00%0 -10,235-100.0% -$11.36万 清仓
WIW WESTERN AST INFL LKD OPP & INM COM $00.00%0 -12,566-100.0% -$10.63万 清仓
NVCT NUVECTIS PHARMA INC COM $00.00%0 -13,000-100.0% -$10.05万 清仓
AMBP ARDAGH METAL PACKAGING S A SHS $00.00%0 -10,963-100.0% -$4.44万 清仓