JNBA Financial Advisors
BLOOMINGTON MN · SEC CIK 0001569118
$12.01亿2026Q1 申报市值
819持仓数
55.8%前十大占比 · 第一大 13.2%
97 / 66新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$8,515.89万
AVDE 新建仓+$6,008.46万
SPDW 加仓+$1,139.18万
VV 加仓+$455.54万
SPYM 加仓+$433.57万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$8,009.66万
SCHD 减仓-$211.54万
SPMD 减仓-$200.71万
MOAT 减仓-$159.92万
IVLU 减仓-$155.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KLAR | KLARNA GROUP PLC | $4,922 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $4,719 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $4,688 | 0.00% | 52 | -8 | -13.3% | -$721 | 减仓 |
| EWY | ISHARES INC | $4,675 | 0.00% | 38 | 38 | — | $4,675 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $4,672 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $4,604 | 0.00% | 64 | 15 | 30.6% | $1,079 | 加仓 |
| VOLT | TEMA ETF TRUST | $4,554 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | WATERDROP INC | $4,549 | 0.00% | 2,808 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $4,548 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $4,507 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $4,473 | 0.00% | 45 | 45 | — | $4,473 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $4,420 | 0.00% | 87 | 87 | — | $4,420 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,374 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $4,336 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $4,289 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $4,273 | 0.00% | 21 | -28 | -57.1% | -$5,697 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $4,263 | 0.00% | 21 | -65 | -75.6% | -$1.32万 | 减仓 |
| LOW | LOWES COS INC | $4,254 | 0.00% | 18 | -34 | -65.4% | -$8,035 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4,251 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $4,249 | 0.00% | 131 | -23 | -14.9% | -$746 | 减仓 |
| CCJ | CAMECO CORP | $4,236 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $4,134 | 0.00% | 35 | 35 | — | $4,134 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $4,119 | 0.00% | 150 | -108 | -41.9% | -$2,966 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,102 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $4,097 | 0.00% | 180 | -38 | -17.4% | -$865 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4,094 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $4,094 | 0.00% | 199 | 199 | — | $4,094 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $4,068 | 0.00% | 71 | 71 | — | $4,068 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $4,002 | 0.00% | 771 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3,980 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC | $3,971 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $3,967 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $3,958 | 0.00% | 43 | 43 | — | $3,958 | 新建仓 |
| BP | BP PLC | $3,948 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,922 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $3,913 | 0.00% | 37 | -10 | -21.3% | -$1,058 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $3,899 | 0.00% | 24 | 24 | — | $3,899 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $3,889 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $3,887 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $3,870 | 0.00% | 42 | 42 | — | $3,870 | 新建仓 |
| JACK | JACK IN THE BOX INC | $3,868 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $3,857 | 0.00% | 125 | 125 | — | $3,857 | 新建仓 |
| FOX | FOX CORP | $3,824 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS INC | $3,810 | 0.00% | 150 | 150 | — | $3,810 | 新建仓 |
| PUK | PRUDENTIAL PLC | $3,782 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,762 | 0.00% | 66 | 66 | — | $3,762 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $3,759 | 0.00% | 11 | 11 | — | $3,759 | 新建仓 |
| FROG | JFROG LTD | $3,755 | 0.00% | 80 | 80 | — | $3,755 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,740 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $3,680 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3,663 | 0.00% | 15 | -25 | -62.5% | -$6,105 | 减仓 |
| RGEN | REPLIGEN CORP | $3,653 | 0.00% | 31 | 31 | — | $3,653 | 新建仓 |
| WSO | WATSCO INC | $3,638 | 0.00% | 10 | 10 | — | $3,638 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $3,624 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $3,621 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,573 | 0.00% | 8 | 8 | — | $3,573 | 新建仓 |
| VVV | VALVOLINE INC | $3,571 | 0.00% | 106 | 106 | — | $3,571 | 新建仓 |
| — | SCHWAB STRATEGIC TR | $3,535 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $3,534 | 0.00% | 589 | 589 | — | $3,534 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $3,530 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $3,480 | 0.00% | 61 | 61 | — | $3,480 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $3,479 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $3,476 | 0.00% | 42 | 42 | — | $3,476 | 新建仓 |
| — | LEXINFINTECH HLDGS LTD | $3,417 | 0.00% | 1,567 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $3,334 | 0.00% | 81 | 1 | 1.2% | $41 | 加仓 |
| VCR | VANGUARD WORLD FD | $3,332 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3,300 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| XPEL | XPEL INC | $3,276 | 0.00% | 74 | 74 | — | $3,276 | 新建仓 |
| IX | ORIX CORP | $3,269 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,262 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3,249 | 0.00% | 13 | 1 | 8.3% | $250 | 加仓 |
| WHR | WHIRLPOOL CORP | $3,236 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3,218 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $3,204 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $3,203 | 0.00% | 3 | 3 | — | $3,203 | 新建仓 |
| JBL | JABIL INC | $3,188 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3,184 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $3,183 | 0.00% | 11 | 11 | — | $3,183 | 新建仓 |
| NWG | NATWEST GROUP PLC | $3,159 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $3,099 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $3,083 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $3,069 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3,062 | 0.00% | 38 | -40 | -51.3% | -$3,223 | 减仓 |
| EMN | EASTMAN CHEM CO | $3,053 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | WM TECHNOLOGY INC | $3,048 | 0.00% | 4,629 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $3,005 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2,999 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES LTD | $2,980 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2,949 | 0.00% | 26 | -143 | -84.6% | -$1.62万 | 减仓 |
| KLAC | KLA CORP | $2,945 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2,940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $2,901 | 0.00% | 39 | 39 | — | $2,901 | 新建仓 |
| MTB | M & T BK CORP | $2,895 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $2,859 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $2,848 | 0.00% | 158 | -282 | -64.1% | -$5,083 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $2,792 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $2,779 | 0.00% | 58 | 58 | — | $2,779 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,770 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ZENTEK LTD | $2,639 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $2,635 | 0.00% | 17 | 17 | — | $2,635 | 新建仓 |