JNBA Financial Advisors
BLOOMINGTON MN · SEC CIK 0001569118
$13.21亿2026Q2 申报市值
829持仓数
55.9%前十大占比 · 第一大 13.2%
80 / 82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
APG 加仓+$1,183.46万
SGOV 加仓+$772.49万
AVDE 加仓+$550.36万
SPYM 加仓+$196.20万
AVGO 加仓+$142.90万
2026Q2 卖出最多 按季末市值估算
SPSM 减仓-$1,004.78万
IVV 减仓-$721.56万
SPDW 减仓-$385.73万
AGG 减仓-$258.40万
SPMD 减仓-$239.13万
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 |
|---|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | $2,961.29万 | 2.24% | 699,242 | 279,448 | 66.6% | $1,183.46万 | 加仓 |
| MOAT | VANECK ETF TRUST | $3,523.54万 | 2.67% | 338,932 | -19,134 | -5.3% | -$198.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,814.19万 | 2.89% | 535,325 | 13,409 | 2.6% | $95.54万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,126.34万 | 3.12% | 796,899 | 1,960 | 0.2% | $10.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,009.61万 | 3.79% | 581,566 | -4,910 | -0.8% | -$42.29万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $5,512.12万 | 4.17% | 815,885 | -35,395 | -4.2% | -$239.13万 | 减仓 |
| IJH | ISHARES TR | $6,123.49万 | 4.64% | 794,124 | -8,619 | -1.1% | -$66.46万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,867.60万 | 5.20% | 769,910 | 61,699 | 8.7% | $550.36万 | 加仓 |
| SGOV | ISHARES TR | $9,301.98万 | 7.04% | 924,007 | 76,735 | 9.1% | $772.49万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.22亿 | 9.27% | 2,430,445 | -76,548 | -3.1% | -$385.73万 | 减仓 |
| IVV | ISHARES TR | $1.74亿 | 13.16% | 232,149 | -9,635 | -4.0% | -$721.56万 | 减仓 |