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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $1.17万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.17万 | 0.00% | 90 | 90 | — | $1.17万 | 新建仓 |
| — | ADVISORS INNER CIRCLE FD III | $1.16万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.15万 | 0.00% | 76 | 44 | 137.5% | $6,666 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1.14万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.12万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.11万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.11万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1.11万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.09万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1.06万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | LIFETIME BRANDS INC | $1.04万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| — | QT IMAGING HLDGS INC | $1.02万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.01万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $1.01万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $9,833 | 0.00% | 73 | 4 | 5.8% | $539 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9,772 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $9,702 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $9,583 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $9,534 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $9,457 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $9,229 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $9,188 | 0.00% | 266 | -28 | -9.5% | -$967 | 减仓 |
| RSG | REPUBLIC SVCS INC | $9,163 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $8,961 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC | $8,959 | 0.00% | 233 | 40 | 20.7% | $1,538 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $8,896 | 0.00% | 324 | 1 | 0.3% | $27 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $8,825 | 0.00% | 175 | 2 | 1.2% | $101 | 加仓 |
| KHC | KRAFT HEINZ CO | $8,811 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $8,794 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $8,710 | 0.00% | 18 | 10 | 125.0% | $4,839 | 加仓 |
| FIVN | FIVE9 INC | $8,528 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $8,513 | 0.00% | 361 | 269 | 292.4% | $6,343 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $8,474 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| TMS | TEAMSHARES INC | $8,426 | 0.00% | 1,025 | 1,025 | — | $8,426 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $8,267 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8,185 | 0.00% | 24 | 16 | 200.0% | $5,457 | 重新持有 |
| RBA | RB GLOBAL INC | $8,152 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $8,048 | 0.00% | 20 | 2 | 11.1% | $805 | 加仓 |
| NDAQ | NASDAQ INC | $8,040 | 0.00% | 102 | 6 | 6.2% | $473 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $8,011 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $7,988 | 0.00% | 84 | 45 | 115.4% | $4,279 | 加仓 |
| NPO | ENPRO INC | $7,916 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $7,911 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $7,906 | 0.00% | 158 | 2 | 1.3% | $100 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $7,854 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $7,701 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7,682 | 0.00% | 120 | -12 | -9.1% | -$768 | 减仓 |
| FTNT | FORTINET INC | $7,681 | 0.00% | 50 | -91 | -64.5% | -$1.40万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $7,611 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $7,482 | 0.00% | 255 | 219 | 608.3% | $6,426 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $7,427 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $7,325 | 0.00% | 54 | -109 | -66.9% | -$1.48万 | 减仓 |
| EGY | VAALCO ENERGY INC | $7,295 | 0.00% | 1,436 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $7,271 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $7,256 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $7,178 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $7,153 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $7,085 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $7,042 | 0.00% | 354 | 354 | — | $7,042 | 新建仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $7,008 | 0.00% | 141 | 2 | 1.4% | $99 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6,946 | 0.00% | 230 | 112 | 94.9% | $3,382 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $6,936 | 0.00% | 61 | 9 | 17.3% | $1,023 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,925 | 0.00% | 250 | -4 | -1.6% | -$111 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $6,905 | 0.00% | 222 | 22 | 11.0% | $684 | 加仓 |
| RAAX | VANECK ETF TRUST | $6,863 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $6,815 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| VOLT | TEMA ETF TRUST | $6,787 | 0.00% | 162 | 29 | 21.8% | $1,215 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $6,732 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $6,724 | 0.00% | 133 | 2 | 1.5% | $101 | 加仓 |
| MAIN | MAIN STR CAP CORP | $6,693 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $6,663 | 0.00% | 33 | -5 | -13.2% | -$1,010 | 减仓 |
| — | ALPS ETF TR | $6,618 | 0.00% | 147 | 27 | 22.5% | $1,216 | 加仓 |
| EFAV | ISHARES TR | $6,579 | 0.00% | 75 | -13 | -14.8% | -$1,140 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $6,362 | 0.00% | 127 | 1 | 0.8% | $50 | 加仓 |
| JACK | JACK IN THE BOX INC | $6,324 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $6,318 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $6,316 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $6,310 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6,299 | 0.00% | 45 | 19 | 73.1% | $2,660 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $6,253 | 0.00% | 771 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $6,252 | 0.00% | 119 | 1 | 0.8% | $53 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $6,234 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $6,184 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,106 | 0.00% | 8 | 6 | 300.0% | $4,580 | 重新持有 |
| — | WISDOMTREE TR | $6,092 | 0.00% | 84 | 16 | 23.5% | $1,160 | 加仓 |
| SAP | SAP SE | $6,011 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $5,992 | 0.00% | 69 | 69 | — | $5,992 | 新建仓 |
| CLFD | CLEARFIELD INC | $5,969 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $5,876 | 0.00% | 539 | 539 | — | $5,876 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $5,786 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $5,762 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $5,744 | 0.00% | 224 | 44 | 24.4% | $1,128 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $5,651 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $5,585 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $5,530 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $5,511 | 0.00% | 26 | 11 | 73.3% | $2,332 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5,500 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SDSI | AMERICAN CENTY ETF TR | $5,477 | 0.00% | 107 | 2 | 1.9% | $102 | 加仓 |
| EXEL | EXELIXIS INC | $5,441 | 0.00% | 100 | 0 | 0.0% | — | 不变 |