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First National Advisers, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
First National Advisers, LLC
报告期 2026-03-31 · CIK 0001941030
持仓数
239
前50大市值合计
$475.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 41
增持 105
减持 2
清仓 2
方向
标的
Δ市值
现股数(环比)
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$8.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$5.7M
68,524
+24%
增持
NVDA
NVIDIA CORPORATION
+$5.4M
19,250
+19%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
30,070
+16%
增持
AAPL
APPLE INC
+$2.8M
135,904
+29%
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
53,728
+29%
清仓
BND
VANGUARD BD INDEX FDS
-$2.6M
0
-100%
增持
LLY
ELI LILLY & CO
+$2.1M
11,999
+40%
增持
META
META PLATFORMS INC
+$1.9M
16,166
+20%
增持
RTX
RTX CORPORATION
+$1.8M
49,766
+38%
增持
AMZN
AMAZON COM INC
+$1.8M
73,915
+13%
增持
NEE
NEXTERA ENERGY INC
+$1.4M
69,386
+27%
增持
HD
HOME DEPOT INC
+$1.3M
11,320
+42%
增持
GOOGL
ALPHABET INC
+$1.3M
26,784
+43%
增持
ABT
ABBOTT LABS
+$1.3M
56,421
+25%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.3M
3,700
+41%
增持
PTC
PTC INC
+$1.2M
11,689
+105%
增持
PWR
QUANTA SVCS INC
+$1.2M
8,301
+120%
增持
PEP
PEPSICO INC
+$1.2M
29,249
+25%
增持
WMT
WALMART INC
+$1.1M
56,835
+188%
增持
—
EXXON MOBIL CORP
+$1.1M
38,678
+17%
增持
MTZ
MASTEC INC
+$1.1M
25,595
+49%
增持
MKL
MARKEL GROUP INC
+$1.1M
1,644
+73%
增持
CVX
CHEVRON CORP NEW
+$1.1M
23,097
+33%
增持
—
EATON CORP PLC
+$1.1M
10,212
+35%
增持
MKSI
MKS INSTRS INC
+$1.1M
12,349
+118%
增持
AMN
AMN HEALTHCARE SVCS INC
+$1.0M
23,061
+335%
增持
RVTY
REVVITY INC
+$1.0M
17,179
+129%
增持
MRK
MERCK & CO INC
+$964.1K
19,746
+40%
增持
QCOM
QUALCOMM INC
+$951.7K
26,977
+18%
增持
MA
MASTERCARD INCORPORATED
+$926.6K
11,675
+17%
增持
TJX
TJX COS INC NEW
+$914.0K
32,054
+40%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$901.7K
13,916
+57%
增持
EOG
EOG RES INC
+$895.9K
28,631
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$865.1K
85,163
+22%
增持
FISV
FISERV INC
+$865.0K
25,042
+20%
增持
TGT
TARGET CORP
+$851.2K
10,032
+57%
增持
TSCO
TRACTOR SUPPLY CO
+$832.6K
4,011
+297%
增持
—
BLACKROCK INC
+$826.3K
4,338
+34%
增持
LFUS
LITTELFUSE INC
+$819.7K
5,852
+162%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$799.2K
7,068
+14%
增持
GOOG
ALPHABET INC
+$794.8K
70,285
+11%
增持
WM
WASTE MGMT INC DEL
+$755.1K
19,005
+15%
增持
VOO
VANGUARD INDEX FDS
+$748.3K
9,503
+9%
增持
BRO
BROWN & BROWN INC
+$745.5K
39,775
+25%
增持
DIS
DISNEY WALT CO
+$718.7K
11,835
+46%
增持
RPM
RPM INTL INC
+$673.1K
12,320
+91%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$661.8K
58,495
+17%
增持
WFC
WELLS FARGO CO NEW
+$661.4K
49,459
+27%
增持
JNJ
JOHNSON & JOHNSON
+$651.1K
16,811
+32%
增持
LOW
LOWES COS INC
+$644.3K
8,051
+36%
增持
TRV
TRAVELERS COMPANIES INC
+$626.8K
7,090
+45%
增持
TXN
TEXAS INSTRS INC
+$624.0K
12,721
+34%
增持
CMCSA
COMCAST CORP NEW
+$611.1K
124,445
+19%
增持
JLL
JONES LANG LASALLE INC
+$608.5K
6,558
+85%
增持
FELE
FRANKLIN ELEC INC
+$608.0K
7,682
+249%
增持
—
LINDE PLC
+$605.6K
7,826
+18%
减持
HUM
HUMANA INC
-$604.8K
4,486
-16%
增持
RHI
ROBERT HALF INC.
+$598.8K
22,434
+67%
增持
ECL
ECOLAB INC
+$596.1K
7,916
+42%
增持
PG
PROCTER AND GAMBLE CO
+$593.6K
11,926
+33%
增持
—
MEDTRONIC PLC
+$583.8K
25,438
+31%
建仓
BURL
BURLINGTON STORES INC
+$582.8K
2,510
增持
AME
AMETEK INC
+$580.9K
21,561
+15%
建仓
IDA
IDACORP INC
+$576.3K
6,204
增持
COP
CONOCOPHILLIPS
+$567.2K
17,598
+31%
增持
GNTX
GENTEX CORP
+$567.2K
59,142
+36%
增持
CSX
CSX CORP
+$556.4K
92,161
+20%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$551.5K
18,812
+68%
增持
LNTH
LANTHEUS HLDGS INC
+$548.2K
24,680
+29%
增持
CHD
CHURCH & DWIGHT CO INC
+$543.2K
26,212
+22%
增持
ROP
ROPER TECHNOLOGIES INC
+$528.8K
2,730
+58%
增持
EW
EDWARDS LIFESCIENCES CORP
+$523.3K
29,776
+2%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$515.8K
197,563
+8%
增持
CTAS
CINTAS CORP
+$508.0K
6,149
+14%
建仓
SF
STIFEL FINL CORP
+$507.4K
6,491
增持
ADBE
ADOBE INC
-$501.7K
7,052
+11%
建仓
CSL
CARLISLE COS INC
+$501.2K
1,279
建仓
DORM
DORMAN PRODS INC
+$495.3K
5,139
建仓
MOH
MOLINA HEALTHCARE INC
+$494.2K
1,203
增持
—
ACCENTURE PLC IRELAND
+$491.7K
8,514
+27%
增持
CFR
CULLEN FROST BANKERS INC
+$484.2K
17,224
+28%
增持
EQH
EQUITABLE HLDGS INC
+$480.3K
44,325
+42%
增持
V
VISA INC
+$472.9K
5,661
+40%
建仓
ICFI
ICF INTL INC
+$467.9K
3,106
建仓
TTEK
TETRA TECH INC NEW
+$466.9K
2,528
增持
LMT
LOCKHEED MARTIN CORP
+$454.7K
2,152
+83%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$453.3K
11,701
+39%
建仓
CACI
CACI INTL INC
+$439.8K
1,161
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$432.5K
5,435
增持
BKNG
BOOKING HOLDINGS INC
+$426.8K
1,106
+24%
建仓
SIGI
SELECTIVE INS GROUP INC
+$426.3K
3,905
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$425.4K
34,392
+23%
增持
UPS
UNITED PARCEL SERVICE INC
+$423.2K
10,898
+32%
增持
UNP
UNION PAC CORP
+$409.8K
6,044
+38%
增持
PAYC
PAYCOM SOFTWARE INC
+$402.2K
6,015
+22%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$396.7K
3,322
增持
—
CHUBB LIMITED
+$396.2K
13,568
+11%
增持
DUK
DUKE ENERGY CORP NEW
+$391.4K
8,992
+83%
增持
AMGN
AMGEN INC
+$391.4K
11,079
+17%
增持
FMC
FMC CORP
+$389.7K
11,963
+22%
建仓
—
SOUTHSTATE CORPORATION
+$389.6K
4,582
增持
COST
COSTCO WHSL CORP NEW
+$385.6K
7,485
+9%
增持
FAF
FIRST AMERN FINL CORP
+$381.0K
31,094
+36%
建仓
CASY
CASEYS GEN STORES INC
+$380.9K
1,196
建仓
POWI
POWER INTEGRATIONS INC
+$372.6K
5,207
建仓
SM
SM ENERGY CO
+$366.2K
7,346
增持
UNH
UNITEDHEALTH GROUP INC
+$364.1K
4,312
+30%
建仓
ENOV
ENOVIS CORPORATION
+$362.8K
5,810
增持
LW
LAMB WESTON HLDGS INC
+$355.4K
37,020
+12%
增持
DG
DOLLAR GEN CORP NEW
+$354.9K
8,614
+18%
建仓
ONTO
ONTO INNOVATION INC
+$354.4K
1,957
建仓
CNX
CNX RES CORP
+$349.7K
14,743
建仓
—
MARATHON OIL CORP
+$348.8K
12,308
建仓
OSK
OSHKOSH CORP
+$344.6K
2,763
增持
CME
CME GROUP INC
+$337.7K
14,284
+15%
增持
—
JAZZ PHARMACEUTICALS PLC
+$335.2K
19,007
+12%
建仓
MC
MOELIS & CO
+$334.9K
5,900
建仓
NTRS
NORTHERN TR CORP
+$334.6K
3,763
建仓
BLKB
BLACKBAUD INC
+$326.8K
4,408
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$326.0K
10,253
建仓
LDOS
LEIDOS HOLDINGS INC
+$325.4K
2,482
建仓
ENS
ENERSYS
+$323.7K
3,427
建仓
—
ICON PLC
+$319.8K
952
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$311.9K
3,684
建仓
ADC
AGREE RLTY CORP
+$310.6K
5,437
增持
TKR
TIMKEN CO
+$307.4K
20,737
+13%
增持
APD
AIR PRODS & CHEMS INC
+$303.5K
5,566
+39%
建仓
NPO
ENPRO INC
+$295.9K
1,753
建仓
BCPC
BALCHEM CORP
+$295.8K
1,909
建仓
ABBV
ABBVIE INC
+$293.4K
1,611
增持
KO
COCA COLA CO
+$289.9K
18,806
+28%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$286.4K
1,500
增持
CDW
CDW CORP
+$285.4K
11,929
+5%
减持
GPN
GLOBAL PMTS INC
-$284.6K
1,794
-57%
增持
XEL
XCEL ENERGY INC
+$281.1K
28,600
+32%
增持
FR
FIRST INDL RLTY TR INC
+$280.9K
28,139
+24%
增持
USB
US BANCORP DEL
+$275.9K
61,090
+11%
增持
MS
MORGAN STANLEY
+$274.6K
16,555
+24%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$271.4K
1,575
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$269.6K
11,280
+23%
建仓
OKE
ONEOK INC NEW
+$262.2K
3,271
增持
AMD
ADVANCED MICRO DEVICES INC
+$258.3K
3,036
+55%
建仓
ITGR
INTEGER HLDGS CORP
+$257.9K
2,210
增持
STT
STATE STR CORP
+$253.3K
14,662
+30%
建仓
MPC
MARATHON PETE CORP
+$251.9K
1,250
建仓
QLYS
QUALYS INC
+$249.0K
1,492
建仓
AMAT
APPLIED MATLS INC
+$247.5K
1,200
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$245.7K
6,959
增持
VEA
VANGUARD TAX-MANAGED FDS
+$241.3K
46,150
+7%
