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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 100
减持 31
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$11.2M
222,144
+1%
减持
MSFT
MICROSOFT CORP
+$10.0M
83,780
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.2M
1,204,753
+3%
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
META
META PLATFORMS INC
+$4.0M
23,240
+1%
增持
ABBV
ABBVIE INC
+$3.9M
22,413
+2087%
减持
AAPL
APPLE INC
-$2.9M
166,834
-0%
增持
AMZN
AMAZON COM INC
+$2.8M
90,080
+1%
建仓
ANET
ARISTA NETWORKS INC
+$2.8M
26,985
增持
JPM
JPMORGAN CHASE & CO.
+$2.7M
59,644
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.6M
3,235
-59%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$2.5M
0
-100%
增持
BCPC
BALCHEM CORP
+$2.0M
15,443
+510%
减持
CMCSA
COMCAST CORP NEW
-$1.9M
24,835
-67%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.7M
56,355
+20%
建仓
DGX
QUEST DIAGNOSTICS INC
+$1.6M
8,980
增持
DIS
DISNEY WALT CO
+$1.6M
23,867
+74%
减持
—
MEDTRONIC PLC
-$1.5M
12,668
-56%
减持
MTZ
MASTEC INC
+$1.4M
26,807
-0%
减持
GOOG
ALPHABET INC
+$1.4M
89,697
-4%
增持
BKNG
BOOKING HOLDINGS INC
+$1.3M
1,053
+1%
减持
—
ROYAL CARIBBEAN GROUP
+$1.3M
12,094
-1%
增持
AVGO
BROADCOM INC
+$1.3M
10,448
+8%
清仓
FMC
FMC CORP
-$1.2M
0
-100%
减持
CDW
CDW CORP
-$1.2M
10,898
-44%
增持
PAYC
PAYCOM SOFTWARE INC
+$1.1M
12,100
+53%
增持
MANH
MANHATTAN ASSOCIATES INC
+$1.1M
15,798
+33%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
3,872
-10%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$1.0M
211,859
-22%
增持
EW
EDWARDS LIFESCIENCES CORP
+$936.7K
41,484
+30%
增持
—
EATON CORP PLC
+$908.8K
10,311
+1%
增持
PWR
QUANTA SVCS INC
+$897.9K
6,802
+3%
减持
APH
AMPHENOL CORP NEW
+$859.9K
53,825
-21%
增持
TSLA
TESLA INC
+$839.3K
12,213
+4%
增持
MS
MORGAN STANLEY
+$825.4K
31,825
+2%
增持
GOOGL
ALPHABET INC
+$819.1K
31,270
+3%
减持
MKSI
MKS INC.
-$808.2K
2,893
-79%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$765.6K
11,781
+27%
增持
LFUS
LITTELFUSE INC
+$733.2K
12,757
+16%
减持
MRK
MERCK & CO INC
-$728.9K
6,213
-54%
增持
VTI
VANGUARD INDEX FDS
+$707.9K
16,161
+6%
增持
WMT
WALMART INC
+$642.2K
61,691
+0%
增持
FISV
FISERV INC
-$605.9K
24,401
+12%
增持
AMGN
AMGEN INC
-$601.0K
20,821
+1%
增持
PEP
PEPSICO INC
-$599.6K
34,573
+0%
清仓
O
REALTY INCOME CORP
-$587.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$580.3K
26,295
+1%
增持
BLK
BLACKROCK INC
+$578.6K
5,061
+1%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$575.2K
82,414
+1%
增持
—
EXXON MOBIL CORP
-$543.1K
49,806
+0%
增持
RHI
ROBERT HALF INC.
-$540.7K
42,951
+2%
减持
RTX
RTX CORPORATION
+$539.6K
42,669
-1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$522.1K
8,435
+91%
减持
WFC
WELLS FARGO CO NEW
+$509.4K
63,250
-0%
增持
GLW
CORNING INC
+$508.7K
57,626
+5%
增持
MKL
MARKEL GROUP INC
+$503.7K
1,789
+9%
增持
UFPT
UFP TECHNOLOGIES INC
+$497.2K
10,103
+3%
增持
CHD
CHURCH & DWIGHT CO INC
-$486.9K
44,170
+3%
减持
BRO
BROWN & BROWN INC
-$480.1K
35,241
-0%
增持
COST
COSTCO WHSL CORP NEW
+$462.0K
7,203
+2%
增持
LNTH
LANTHEUS HLDGS INC
-$419.3K
27,995
+1%
减持
SYF
SYNCHRONY FINANCIAL
+$396.4K
33,567
-4%
增持
TXN
TEXAS INSTRS INC
+$389.0K
13,461
+1%
增持
V
VISA INC
+$385.5K
6,550
+18%
增持
COP
CONOCOPHILLIPS
-$362.3K
24,938
+1%
增持
FICO
FAIR ISAAC CORP
+$361.1K
1,751
+14%
增持
—
SHARKNINJA INC
+$354.9K
20,488
+2%
增持
PTC
PTC INC
+$344.9K
14,549
+4%
增持
TXRH
TEXAS ROADHOUSE INC
+$343.9K
13,450
+3%
增持
LLY
ELI LILLY & CO
-$338.8K
10,129
+2%
建仓
MGK
VANGUARD WORLD FD
+$333.2K
910
减持
CTAS
CINTAS CORP
+$333.1K
19,421
-0%
增持
KO
COCA COLA CO
+$304.8K
72,634
+8%
增持
EOG
EOG RES INC
-$302.6K
39,934
+1%
减持
VOO
VANGUARD INDEX FDS
+$300.5K
5,667
-0%
增持
FANG
DIAMONDBACK ENERGY INC
-$300.1K
15,470
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$293.0K
2,149
清仓
STZ
CONSTELLATION BRANDS INC
-$291.1K
0
-100%
增持
MCO
MOODYS CORP
+$282.6K
7,051
+1%
增持
FR
FIRST INDL RLTY TR INC
-$265.4K
51,885
+1%
减持
PAYX
PAYCHEX INC
-$262.5K
7,456
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$260.2K
41,436
+0%
减持
HUM
HUMANA INC
-$255.5K
2,705
-22%
减持
STT
STATE STR CORP
+$250.1K
15,315
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$249.0K
215,641
-1%
增持
MA
MASTERCARD INCORPORATED
+$238.5K
13,773
+1%
建仓
—
TRANE TECHNOLOGIES PLC
+$234.9K
537
建仓
IEMG
ISHARES INC
+$229.0K
3,815
增持
TJX
TJX COS INC NEW
+$227.4K
32,406
+5%
增持
QCOM
QUALCOMM INC
+$227.0K
36,165
+0%
增持
CSCO
CISCO SYS INC
+$217.9K
23,362
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$217.1K
5,879
+34%
建仓
IEFA
ISHARES TR
+$216.2K
2,590
建仓
SPTM
SPDR SERIES TRUST
+$212.5K
2,838
增持
AMD
ADVANCED MICRO DEVICES INC
+$211.8K
5,095
+2%
建仓
CLH
CLEAN HARBORS INC
+$208.1K
900
建仓
SMMD
ISHARES TR
+$206.3K
3,043
建仓
AMAT
APPLIED MATLS INC
+$203.6K
1,112
建仓
SCZ
ISHARES TR
+$203.5K
2,800
增持
VUG
VANGUARD INDEX FDS
+$202.9K
1,779
+14%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$202.7K
4,970
清仓
UPBD
UPBOUND GROUP INC
-$201.1K
0
-100%
建仓
EQT
EQT CORP
+$201.0K
3,447
增持
ECL
ECOLAB INC
+$200.9K
7,658
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$196.8K
10,453
+5%
增持
IR
INGERSOLL RAND INC
+$195.0K
37,942
+3%
减持
POOL
POOL CORP
-$194.7K
7,072
-0%
增持
AME
AMETEK INC
+$190.1K
21,335
+0%
增持
CACI
CACI INTL INC
+$188.1K
1,433
+6%
减持
EQH
EQUITABLE HLDGS INC
+$185.2K
52,517
-1%
增持
ENTG
ENTEGRIS INC
-$183.6K
28,895
+1%
增持
NPO
ENPRO INC
+$171.8K
3,192
+17%
减持
RVTY
REVVITY INC
-$169.9K
14,898
-2%
增持
CASY
CASEYS GEN STORES INC
+$167.0K
1,638
+6%
增持
TMUS
T-MOBILE US INC
-$166.4K
10,563
+5%
增持
NDAQ
NASDAQ INC
+$165.4K
10,474
+3%
增持
FAF
FIRST AMERN FINL CORP
-$160.0K
45,829
+1%
增持
CME
CME GROUP INC
+$156.0K
14,677
+0%
增持
JNJ
JOHNSON & JOHNSON
-$155.7K
13,932
+1%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$154.5K
6,938
+6%
增持
DIOD
DIODES INC
+$152.5K
7,348
+34%
增持
TTEK
TETRA TECH INC NEW
+$150.3K
17,819
+6%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$143.7K
16,571
+3%
增持
PG
PROCTER AND GAMBLE CO
-$140.6K
15,588
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$137.8K
7,413
-29%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$132.9K
46,042
+1440%
增持
CFR
CULLEN FROST BANKERS INC
+$132.0K
26,771
+1%
增持
POWI
POWER INTEGRATIONS INC
+$127.3K
9,177
+20%
增持
SF
STIFEL FINL CORP
+$125.2K
8,318
+6%
增持
—
CHUBB LIMITED
-$123.5K
14,363
+1%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$118.3K
14,730
+34%
减持
CSX
CSX CORP
+$116.1K
69,175
-5%
增持
—
AMBARELLA INC
+$109.3K
5,840
+6%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$99.3K
6,635
+1%
增持
ZTS
ZOETIS INC
+$98.9K
30,555
+8%
增持
USB
US BANCORP DEL
+$95.6K
31,467
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$94.5K
95,511
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$91.4K
12,969
+2%
增持
VTV
VANGUARD INDEX FDS
+$91.3K
3,743
+13%
增持
LOW
LOWES COS INC
-$90.9K
9,699
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$89.9K
11,224
+1%
增持
CSL
CARLISLE COS INC
+$85.7K
1,610
+6%
增持
JLL
JONES LANG LASALLE INC
+$84.0K
7,112
+2%
减持
UNP
UNION PAC CORP
-$81.4K
5,348
-4%
增持
ADBE
ADOBE INC
+$79.6K
11,552
+1%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
-$77.8K
8,082
+4%
增持
—
LINDE PLC
+$77.1K
9,671
+1%
增持
APD
AIR PRODS & CHEMS INC
-$76.5K
7,323
+1%
增持
—
ACCENTURE PLC IRELAND
-$76.0K
9,579
+2%
增持
QLYS
QUALYS INC
+$75.7K
3,110
+6%
减持
TGT
TARGET CORP
-$73.0K
9,950
-2%
