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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 49
增持 54
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$5.2M
220,316
+2%
减持
AAPL
APPLE INC
-$5.2M
167,141
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.7M
1,165,559
+7%
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
KO
COCA COLA CO
+$4.4M
67,501
+983%
增持
MSFT
MICROSOFT CORP
-$3.9M
84,418
+0%
减持
GOOG
ALPHABET INC
-$3.8M
93,117
-3%
减持
AMZN
AMAZON COM INC
-$3.7M
89,058
-5%
减持
STZ
CONSTELLATION BRANDS INC
-$2.5M
1,586
-88%
减持
CSX
CSX CORP
-$2.5M
72,752
-50%
建仓
GLW
CORNING INC
+$2.5M
55,104
清仓
BND
VANGUARD BD INDEX FDS
-$2.4M
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$2.2M
13,063
清仓
NKE
NIKE INC
-$2.1M
0
-100%
减持
SYF
SYNCHRONY FINANCIAL
-$2.0M
34,834
-42%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.9M
46,994
-36%
清仓
GNTX
GENTEX CORP
-$1.8M
0
-100%
减持
UPBD
UPBOUND GROUP INC
-$1.8M
8,395
-87%
建仓
—
SHARKNINJA INC
+$1.7M
20,058
增持
AMGN
AMGEN INC
+$1.6M
20,589
+12%
增持
CHD
CHURCH & DWIGHT CO INC
+$1.5M
42,984
+41%
增持
IR
INGERSOLL RAND INC
+$1.5M
37,001
+127%
增持
UFPT
UFP TECHNOLOGIES INC
+$1.4M
9,767
+318%
减持
HD
HOME DEPOT INC
-$1.4M
12,651
-18%
增持
TMUS
T-MOBILE US INC
+$1.3M
10,061
+57%
减持
META
META PLATFORMS INC
-$1.2M
22,901
-7%
减持
WMT
WALMART INC
-$1.2M
61,389
-16%
增持
AVGO
BROADCOM INC
+$1.1M
9,651
+371%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
93,182
+20%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
1,044
-12%
增持
MANH
MANHATTAN ASSOCIATES INC
-$1.1M
11,846
+2%
增持
BRO
BROWN & BROWN INC
+$1.1M
35,262
+8%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$1.0M
81,329
-1%
增持
ATO
ATMOS ENERGY CORP
+$1.0M
20,573
+34%
减持
MRK
MERCK & CO INC
-$1.0M
13,600
-39%
建仓
—
ICON PLC
+$979.6K
5,598
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$970.8K
272,360
-2%
减持
MS
MORGAN STANLEY
-$929.9K
31,349
-14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$926.0K
218,895
+9%
建仓
IDA
IDACORP INC
+$918.7K
7,905
减持
LLY
ELI LILLY & CO
-$915.1K
9,971
-16%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$902.7K
16,018
+21%
增持
MKL
MARKEL GROUP INC
+$898.6K
1,642
+31%
减持
COST
COSTCO WHSL CORP NEW
-$857.2K
7,051
-14%
建仓
BURL
BURLINGTON STORES INC
+$845.1K
3,546
增持
TSCO
TRACTOR SUPPLY CO
+$788.7K
20,198
+231%
减持
EW
EDWARDS LIFESCIENCES CORP
-$785.7K
31,840
-24%
增持
—
CHUBB LIMITED
+$769.9K
14,189
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$761.2K
9,308
+1%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$759.8K
6,530
建仓
SF
STIFEL FINL CORP
+$738.1K
7,830
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$737.5K
7,786
+65%
建仓
FELE
FRANKLIN ELEC INC
+$729.7K
7,773
减持
ABT
ABBOTT LABS
+$720.7K
65,629
-7%
增持
NEE
NEXTERA ENERGY INC
+$715.8K
95,478
+13%
增持
GOOGL
ALPHABET INC
-$714.5K
30,337
+6%
减持
—
EATON CORP PLC
-$678.3K
10,199
-2%
减持
LW
LAMB WESTON HLDGS INC
-$672.3K
49,455
-0%
建仓
CASY
CASEYS GEN STORES INC
+$668.9K
1,541
增持
SUI
SUN CMNTYS INC
+$664.2K
16,337
+40%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$663.3K
14,049
增持
ADBE
ADOBE INC
-$653.7K
11,445
+1%
清仓
VXUS
VANGUARD STAR FDS
-$625.0K
0
-100%
增持
PTC
PTC INC
+$615.2K
13,956
+66%
增持
CVX
CHEVRON CORP NEW
+$600.9K
25,972
+0%
减持
MTZ
MASTEC INC
-$598.5K
26,884
-2%
建仓
ADC
AGREE RLTY CORP
+$578.5K
7,494
清仓
MUB
ISHARES TR
-$577.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$564.3K
59,414
-6%
建仓
—
SOUTHSTATE CORPORATION
+$564.1K
6,077
建仓
DORM
DORMAN PRODS INC
+$553.6K
4,593
建仓
SIGI
SELECTIVE INS GROUP INC
+$541.6K
5,916
建仓
PR
PERMIAN RESOURCES CORP
+$536.2K
38,716
减持
WFC
WELLS FARGO CO NEW
-$532.9K
63,500
-12%
减持
WM
WASTE MGMT INC DEL
+$522.6K
19,867
-2%
建仓
CSL
CARLISLE COS INC
+$515.5K
1,514
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$501.5K
4,408
增持
LFUS
LITTELFUSE INC
+$496.8K
10,971
+56%
建仓
CACI
CACI INTL INC
+$495.0K
1,349
建仓
TTEK
TETRA TECH INC NEW
+$490.4K
16,767
增持
CFR
CULLEN FROST BANKERS INC
+$488.5K
26,428
+26%
增持
AMT
AMERICAN TOWER CORP NEW
+$474.9K
12,753
+2%
减持
JNJ
JOHNSON & JOHNSON
-$473.4K
13,769
-28%
增持
RPM
RPM INTL INC
+$471.9K
14,340
+49%
增持
RVTY
REVVITY INC
+$468.1K
15,225
+49%
建仓
MC
MOELIS & CO
+$456.7K
7,825
建仓
ENOV
ENOVIS CORPORATION
+$454.3K
11,889
增持
—
LINDE PLC
+$450.0K
9,579
+0%
建仓
NPO
ENPRO INC
+$439.6K
2,717
减持
PWR
QUANTA SVCS INC
-$439.0K
6,585
-1%
减持
CME
CME GROUP INC
+$436.7K
14,663
-1%
减持
TKR
TIMKEN CO
-$436.3K
37,071
-15%
建仓
ITGR
INTEGER HLDGS CORP
+$435.6K
3,691
增持
JLL
JONES LANG LASALLE INC
+$427.1K
6,999
+35%
建仓
WH
WYNDHAM HOTELS & RESORTS INC
+$425.4K
4,700
增持
SO
SOUTHERN CO
+$421.2K
37,875
+2%
建仓
BCPC
BALCHEM CORP
+$420.3K
2,532
增持
COP
CONOCOPHILLIPS
+$417.0K
24,754
+12%
建仓
ENS
ENERSYS
+$416.6K
4,549
减持
VTI
VANGUARD INDEX FDS
-$413.5K
15,296
-4%
建仓
ICFI
ICF INTL INC
+$407.2K
4,792
建仓
MOH
MOLINA HEALTHCARE INC
+$401.5K
1,219
增持
SPY
SPDR S&P 500 ETF TR
+$399.5K
1,283
+136%
减持
UPS
UNITED PARCEL SERVICE INC
-$397.4K
11,118
-13%
增持
EOG
EOG RES INC
+$397.0K
39,604
+4%
减持
CTAS
CINTAS CORP
+$395.8K
19,440
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$389.1K
8,661
+10%
建仓
POWI
POWER INTEGRATIONS INC
+$385.7K
7,638
减持
—
ROYAL CARIBBEAN GROUP
-$382.7K
12,193
-3%
清仓
ESGV
VANGUARD WORLD FD
-$378.7K
0
-100%
建仓
BLKB
BLACKBAUD INC
+$375.8K
6,056
增持
MDLZ
MONDELEZ INTL INC
+$375.0K
35,850
+4%
增持
BLK
BLACKROCK INC
-$373.3K
4,999
+0%
建仓
UMBF
UMB FINL CORP
+$371.5K
3,675
建仓
QLYS
QUALYS INC
+$368.6K
2,927
增持
—
ACCENTURE PLC IRELAND
-$362.6K
9,420
+0%
建仓
MZTI
LANCASTER COLONY CORP
+$354.0K
2,023
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$352.9K
1,969
建仓
LECO
LINCOLN ELEC HLDGS INC
+$352.8K
1,865
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$351.3K
5,770
建仓
NOG
NORTHERN OIL & GAS INC
+$343.8K
11,374
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$342.5K
10,998
建仓
SM
SM ENERGY CO
+$339.0K
11,318
建仓
ONTO
ONTO INNOVATION INC
+$336.4K
2,772
增持
ENTG
ENTEGRIS INC
-$331.5K
28,741
+0%
建仓
DPZ
DOMINOS PIZZA INC
+$330.3K
719
建仓
—
TOPBUILD CORP
+$311.7K
1,022
减持
EQH
EQUITABLE HLDGS INC
-$309.8K
52,993
-19%
减持
SCHW
SCHWAB CHARLES CORP
-$303.4K
10,400
-31%
增持
CDW
CDW CORP
+$300.9K
19,594
+20%
增持
—
MEDTRONIC PLC
+$297.8K
28,580
+1%
建仓
NTRS
NORTHERN TR CORP
+$280.5K
2,843
建仓
—
AMBARELLA INC
+$276.6K
5,495
增持
RHI
ROBERT HALF INC.
+$276.3K
42,241
+47%
建仓
LDOS
LEIDOS HOLDINGS INC
+$275.4K
2,041
减持
TXN
TEXAS INSTRS INC
-$273.4K
13,389
-6%
建仓
BDX
BECTON DICKINSON & CO
+$271.9K
1,187
增持
PAYX
PAYCHEX INC
+$265.3K
8,731
+13%
增持
APH
AMPHENOL CORP NEW
-$261.4K
67,912
+0%
减持
FISV
FISERV INC
+$259.3K
21,793
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$246.7K
2,989
-12%
增持
FR
FIRST INDL RLTY TR INC
+$245.5K
51,198
+2%
减持
MA
MASTERCARD INCORPORATED
+$244.3K
13,684
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$237.1K
2,766
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$236.6K
9,977
+0%
建仓
DIOD
DIODES INC
+$236.1K
5,469
增持
VOO
VANGUARD INDEX FDS
+$233.1K
5,679
+14%
增持
PG
PROCTER AND GAMBLE CO
+$232.1K
15,399
+8%
清仓
VNQ
VANGUARD INDEX FDS
-$231.0K
0
-100%
增持
HUM
HUMANA INC
+$228.0K
3,464
+28%
建仓
CI
THE CIGNA GROUP
+$225.4K
685
