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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $5,609.32万 | 2.68% | 74,901 | 964 | 1.3% | $72.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $5,149.05万 | 2.46% | 257,336 | -17,984 | -6.5% | -$359.84万 | 减仓 |
| AAPL | APPLE INC COM | $5,141.27万 | 2.46% | 177,677 | 6,165 | 3.6% | $178.39万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3,804.29万 | 1.82% | 51,660 | -1,154 | -2.2% | -$84.98万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,635.39万 | 1.74% | 101,726 | -3,547 | -3.4% | -$126.76万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $3,438.47万 | 1.64% | 553,610 | 37,079 | 7.2% | $230.30万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3,434.24万 | 1.64% | 45,987 | 779 | 1.7% | $58.17万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $3,137.25万 | 1.50% | 364,203 | 2,175 | 0.6% | $18.74万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $2,927.53万 | 1.40% | 68,656 | -2,508 | -3.5% | -$106.94万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2,911.37万 | 1.39% | 152,811 | 80 | 0.1% | $1.52万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,909.41万 | 1.39% | 77,996 | 124 | 0.2% | $4.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,562.32万 | 1.22% | 51,206 | -1,261 | -2.4% | -$63.10万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,509.81万 | 1.20% | 325,484 | -132,704 | -29.0% | -$1,023.28万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,369.96万 | 1.13% | 99,436 | 1,395 | 1.4% | $33.25万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,216.79万 | 1.06% | 58,684 | -36 | -0.1% | -$1.36万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2,087.73万 | 1.00% | 132,109 | 460 | 0.3% | $7.27万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1,955.13万 | 0.93% | 37,426 | 725 | 2.0% | $37.87万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,881.86万 | 0.90% | 33,408 | 286 | 0.9% | $16.11万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,825.26万 | 0.87% | 305,790 | 1,702 | 0.6% | $10.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,792.93万 | 0.86% | 54,774 | 648 | 1.2% | $21.21万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,627.61万 | 0.78% | 202,011 | 4,355 | 2.2% | $35.09万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1,547.63万 | 0.74% | 314,047 | 9,432 | 3.1% | $46.48万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,443.86万 | 0.69% | 490,607 | 19,519 | 4.1% | $57.44万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,432.37万 | 0.68% | 145,713 | 6,988 | 5.0% | $68.69万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $1,424.77万 | 0.68% | 303,529 | 29,452 | 10.7% | $138.25万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,365.71万 | 0.65% | 19,884 | 753 | 3.9% | $51.72万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,351.97万 | 0.65% | 11,271 | 4,256 | 60.7% | $510.51万 | 加仓 |
| KLAC | KLA CORP COM NEW | $1,333.64万 | 0.64% | 44,202 | -15,808 | -26.3% | -$476.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,263.83万 | 0.60% | 10,949 | -430 | -3.8% | -$49.63万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,242.10万 | 0.59% | 33,718 | 511 | 1.5% | $18.82万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1,203.16万 | 0.57% | 55,208 | 862 | 1.6% | $18.79万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $1,183.82万 | 0.57% | 80,133 | -550 | -0.7% | -$8.13万 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $1,182.36万 | 0.56% | 129,630 | 6,283 | 5.1% | $57.31万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,177.81万 | 0.56% | 79,415 | -11,169 | -12.3% | -$165.65万 | 减仓 |
| GLW | CORNING INC COM | $1,155.53万 | 0.55% | 45,238 | 5,176 | 12.9% | $132.21万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $1,130.92万 | 0.54% | 441,939 | 198,000 | 81.2% | $506.68万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,113.80万 | 0.53% | 31,522 | -204 | -0.6% | -$7.21万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1,092.69万 | 0.52% | 79,922 | 79,922 | — | $1,092.69万 | 新建仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $1,090.05万 | 0.52% | 265,218 | 5,322 | 2.0% | $21.87万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,088.74万 | 0.52% | 18,742 | -5,205 | -21.7% | -$302.36万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,066.10万 | 0.51% | 110,385 | 3,111 | 2.9% | $30.05万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $1,053.92万 | 0.50% | 65,241 | -3,390 | -4.9% | -$54.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,050.95万 | 0.50% | 11,234 | -163 | -1.4% | -$15.25万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1,038.88万 | 0.50% | 88,452 | 11,746 | 15.3% | $137.96万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,000.12万 | 0.48% | 140,368 | 2,054 | 1.5% | $14.63万 | 加仓 |
| V | VISA INC COM CL A | $968.63万 | 0.46% | 28,232 | -1,128 | -3.8% | -$38.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $966.04万 | 0.46% | 20,228 | 300 | 1.5% | $14.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $946.44万 | 0.45% | 37,265 | 1,905 | 5.4% | $48.38万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $924.36万 | 0.44% | 214,270 | -10,727 | -4.8% | -$46.28万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $916.99万 | 0.44% | 55,320 | -13,272 | -19.3% | -$220.00万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $913.42万 | 0.44% | 42,929 | -3,112 | -6.8% | -$66.22万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $911.96万 | 0.44% | 38,541 | 1,238 | 3.3% | $29.29万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $909.29万 | 0.43% | 199,888 | 12,531 | 6.7% | $57.00万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $908.58万 | 0.43% | 247,164 | -11,215 | -4.3% | -$41.23万 | 减仓 |
| OBIL | US TREASURY 12 MONTH BILL ETF | $874.43万 | 0.42% | 174,973 | 25,576 | 17.1% | $127.82万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $859.33万 | 0.41% | 97,784 | -10,313 | -9.5% | -$90.63万 | 减仓 |
| CSCO | CISCO SYS INC COM | $853.33万 | 0.41% | 72,648 | 1,221 | 1.7% | $14.34万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $851.26万 | 0.41% | 19,644 | 7,651 | 63.8% | $331.55万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $843.34万 | 0.40% | 51,338 | -363 | -0.7% | -$5.96万 | 减仓 |
| BKDV | BNY MELLON DYNAMIC VALUE ETF | $819.96万 | 0.39% | 244,837 | 39,985 | 19.5% | $133.91万 | 加仓 |
| WMT | WALMART INC COM | $814.53万 | 0.39% | 71,916 | -6,980 | -8.8% | -$79.06万 | 减仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $806.43万 | 0.39% | 136,892 | 1,046 | 0.8% | $6.16万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $804.58万 | 0.38% | 21,743 | 780 | 3.7% | $28.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $760.37万 | 0.36% | 7,518 | 10 | 0.1% | $1.01万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $756.37万 | 0.36% | 9,516 | 13 | 0.1% | $1.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $748.85万 | 0.36% | 10 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $735.51万 | 0.35% | 88,787 | -5,425 | -5.8% | -$44.94万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $711.09万 | 0.34% | 20,852 | -3,049 | -12.8% | -$103.98万 | 减仓 |
| SA | SEABRIDGE GOLD INC COM | $708.58万 | 0.34% | 275,284 | 275,284 | — | $708.58万 | 新建仓 |
| RTX | RTX CORPORATION COM | $706.90万 | 0.34% | 37,258 | 1,123 | 3.1% | $21.31万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $683.60万 | 0.33% | 74,135 | 2,677 | 3.7% | $24.68万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $660.76万 | 0.32% | 144,585 | -4,466 | -3.0% | -$20.41万 | 减仓 |
| BA | BOEING CO COM | $642.40万 | 0.31% | 29,676 | 393 | 1.3% | $8.51万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $641.05万 | 0.31% | 126,663 | 1,169 | 0.9% | $5.92万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $637.80万 | 0.30% | 173,409 | 29,948 | 20.9% | $110.15万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $628.25万 | 0.30% | 8,725 | -117 | -1.3% | -$8.42万 | 减仓 |
| FINS | ANGEL OAK FINL STRATEGIES INCM COM BEN INT | $620.09万 | 0.30% | 484,445 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $608.98万 | 0.29% | 5,718 | -123 | -2.1% | -$13.10万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $605.50万 | 0.29% | 44,026 | 625 | 1.4% | $8.60万 | 加仓 |
| AMGN | AMGEN INC COM | $599.77万 | 0.29% | 16,562 | 125 | 0.8% | $4.53万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $596.03万 | 0.28% | 136,392 | -62,129 | -31.3% | -$271.50万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $590.50万 | 0.28% | 94,936 | 1,994 | 2.1% | $12.40万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $573.32万 | 0.27% | 19,246 | 12,109 | 169.7% | $360.72万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $565.30万 | 0.27% | 295,660 | -2,050 | -0.7% | -$3.92万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $562.50万 | 0.27% | 105,199 | -144 | -0.1% | -$7,700 | 减仓 |
| EMR | EMERSON ELEC CO COM | $552.74万 | 0.26% | 38,612 | 664 | 1.7% | $9.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $552.38万 | 0.26% | 130,462 | -12,644 | -8.8% | -$53.54万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $548.83万 | 0.26% | 67,706 | 1,839 | 2.8% | $14.91万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $541.49万 | 0.26% | 13,633 | 120 | 0.9% | $4.77万 | 加仓 |
| ABBV | ABBVIE INC COM | $536.90万 | 0.26% | 21,335 | -144 | -0.7% | -$3.62万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $531.27万 | 0.25% | 18,144 | 12,553 | 224.5% | $367.56万 | 加仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $519.43万 | 0.25% | 117,120 | -1,002 | -0.8% | -$4.44万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $511.10万 | 0.24% | 36,021 | -452 | -1.2% | -$6.41万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $501.66万 | 0.24% | 55,833 | 1,565 | 2.9% | $14.06万 | 加仓 |
| BAR | GRANITESHARES GOLD SHARES | $500.05万 | 0.24% | 126,498 | -82,187 | -39.4% | -$324.89万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $497.13万 | 0.24% | 293,289 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $493.03万 | 0.24% | 4,196 | 812 | 24.0% | $95.41万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $488.83万 | 0.23% | 121,510 | -6,520 | -5.1% | -$26.23万 | 减仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $488.04万 | 0.23% | 331,322 | 10,929 | 3.4% | $16.10万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $486.26万 | 0.23% | 134,104 | -18 | -0.0% | -$653 | 减仓 |