小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 81
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$12.7M
47,194
+352%
增持
AAPL
APPLE INC
+$9.0M
169,740
+2%
建仓
ORCL
ORACLE CORP
+$6.1M
21,532
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。
减持
GOOG
ALPHABET INC
+$5.9M
89,550
-0%
减持
NVDA
NVIDIA CORPORATION
+$5.2M
216,025
-3%
减持
QCOM
QUALCOMM INC
-$4.4M
8,004
-78%
减持
ADBE
ADOBE INC
-$3.4M
3,028
-74%
建仓
BNY
BANK NEW YORK MELLON CORP
+$3.3M
30,327
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.9M
1,225,228
+2%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$2.8M
3,063
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.7M
33,077
-65%
清仓
ENTG
ENTEGRIS INC
-$2.3M
0
-100%
增持
CSX
CSX CORP
+$2.1M
121,593
+76%
建仓
DG
DOLLAR GEN CORP NEW
+$2.0M
19,638
建仓
RS
RELIANCE INC
+$1.9M
6,935
增持
GLW
CORNING INC
+$1.9M
60,059
+4%
减持
LNTH
LANTHEUS HLDGS INC
-$1.9M
7,922
-72%
增持
ANET
ARISTA NETWORKS INC
+$1.8M
31,361
+16%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.8M
28,145
-36%
减持
GOOGL
ALPHABET INC
+$1.8M
29,943
-4%
增持
TSLA
TESLA INC
+$1.7M
12,491
+2%
减持
APD
AIR PRODS & CHEMS INC
-$1.6M
1,765
-76%
减持
LW
LAMB WESTON HLDGS INC
-$1.4M
19,530
-61%
增持
ABBV
ABBVIE INC
+$1.3M
23,546
+5%
增持
MTZ
MASTEC INC
+$1.3M
27,439
+2%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.2M
8,333
+3%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$1.2M
83,812
+2%
增持
RTX
RTX CORPORATION
+$1.1M
43,552
+2%
增持
FISV
FISERV INC
-$992.1K
24,935
+2%
增持
AMZN
AMAZON COM INC
+$961.4K
94,382
+5%
增持
PSX
PHILLIPS 66
+$955.0K
17,028
+49%
减持
KO
COCA COLA CO
-$928.9K
63,481
-13%
减持
MSFT
MICROSOFT CORP
+$890.0K
82,176
-2%
减持
—
MEDTRONIC PLC
-$776.9K
3,437
-73%
增持
NEE
NEXTERA ENERGY INC
+$751.7K
99,404
+2%
增持
DGX
QUEST DIAGNOSTICS INC
+$740.4K
12,346
+37%
建仓
WAB
WABTEC
+$706.7K
3,525
增持
MS
MORGAN STANLEY
+$689.4K
32,539
+2%
减持
BKNG
BOOKING HOLDINGS INC
-$686.8K
1,002
-5%
建仓
SSB
SOUTHSTATE BK CORP
+$669.6K
6,773
减持
ATO
ATMOS ENERGY CORP
-$661.9K
15,167
-28%
减持
—
LINDE PLC
-$642.4K
8,199
-15%
增持
MANH
MANHATTAN ASSOCIATES INC
+$604.5K
18,167
+15%
清仓
—
SOUTHSTATE CORPORATION
-$594.4K
0
-100%
增持
HD
HOME DEPOT INC
+$566.2K
12,949
+1%
增持
BAX
BAXTER INTL INC
+$562.0K
59,925
+126%
增持
LFUS
LITTELFUSE INC
+$554.1K
13,305
+4%
增持
PTC
PTC INC
+$536.1K
14,991
+3%
增持
BRO
BROWN & BROWN INC
-$521.6K
36,098
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$514.0K
223,698
+4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$482.1K
42,958
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$468.3K
2,142
-45%
减持
CMCSA
COMCAST CORP NEW
-$465.6K
13,390
-46%
减持
CDW
CDW CORP
-$457.8K
9,345
-14%
增持
XEL
XCEL ENERGY INC
+$434.3K
34,371
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$418.2K
56,145
-6%
增持
FICO
FAIR ISAAC CORP
-$416.1K
1,861
+6%
减持
—
ROYAL CARIBBEAN GROUP
-$410.0K
10,438
-14%
增持
COST
COSTCO WHSL CORP NEW
-$407.5K
7,263
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$404.7K
15,209
-8%
增持
PWR
QUANTA SVCS INC
+$399.9K
7,170
+5%
增持
UFPT
UFP TECHNOLOGIES INC
-$395.2K
10,377
+3%
建仓
EGP
EASTGROUP PPTYS INC
+$370.0K
2,186
减持
JNJ
JOHNSON & JOHNSON
+$347.1K
13,349
-4%
减持
TXN
TEXAS INSTRS INC
-$344.6K
13,339
-1%
减持
EOG
EOG RES INC
-$342.8K
39,539
-1%
减持
TJX
TJX COS INC NEW
+$340.1K
30,041
-7%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$331.7K
56,579
+0%
增持
WFC
WELLS FARGO CO NEW
+$324.9K
64,334
+2%
增持
FR
FIRST INDL RLTY TR INC
+$322.0K
54,774
+6%
减持
V
VISA INC
-$321.8K
5,869
-10%
增持
—
ICON PLC
+$320.9K
7,600
+10%
增持
AMGN
AMGEN INC
+$319.4K
21,731
+4%
增持
—
EXXON MOBIL CORP
+$292.8K
50,214
+1%
增持
IDA
IDACORP INC
+$278.7K
9,315
+13%
增持
CTAS
CINTAS CORP
-$265.9K
19,795
+2%
增持
AME
AMETEK INC
+$261.8K
21,926
+3%
增持
EQH
EQUITABLE HLDGS INC
-$259.5K
52,893
+1%
增持
ZTS
ZOETIS INC
-$255.4K
30,827
+1%
增持
META
META PLATFORMS INC
+$245.3K
23,692
+2%
建仓
ESGV
VANGUARD WORLD FD
+$244.0K
2,060
减持
ROP
ROPER TECHNOLOGIES INC
-$243.4K
2,790
-3%
增持
MA
MASTERCARD INCORPORATED
+$241.7K
14,031
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$240.2K
10,688
-5%
增持
MGV
VANGUARD WORLD FD
+$239.0K
6,460
+30%
增持
SO
SOUTHERN CO
+$231.7K
39,585
+3%
清仓
CI
THE CIGNA GROUP
-$228.1K
0
-100%
减持
LOW
LOWES COS INC
+$226.6K
9,463
-2%
增持
DIS
DISNEY WALT CO
-$223.8K
23,903
+0%
建仓
MPC
MARATHON PETE CORP
+$222.6K
1,155
增持
AMT
AMERICAN TOWER CORP NEW
-$220.3K
13,759
+6%
清仓
OKE
ONEOK INC NEW
-$219.7K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$211.7K
14,784
-5%
减持
VOO
VANGUARD INDEX FDS
+$210.9K
5,601
-1%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$207.9K
2,913
建仓
SCHG
SCHWAB STRATEGIC TR
+$206.0K
6,456
减持
CVX
CHEVRON CORP NEW
+$201.8K
25,542
-3%
清仓
EQT
EQT CORP
-$201.0K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC
+$196.6K
9,090
+4%
增持
FAF
FIRST AMERN FINL CORP
+$195.6K
46,849
+2%
减持
MDLZ
MONDELEZ INTL INC
-$188.9K
36,243
-0%
减持
BLK
BLACKROCK INC
+$187.8K
4,716
-7%
减持
SUI
SUN CMNTYS INC
-$186.7K
15,069
-11%
增持
TXRH
TEXAS ROADHOUSE INC
-$185.3K
14,057
+5%
增持
STT
STATE STR CORP
+$174.7K
15,542
+1%
增持
RPM
RPM INTL INC
+$173.9K
15,186
+3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$172.5K
10,359
-1%
减持
—
EATON CORP PLC
+$162.8K
10,272
-0%
减持
PEP
PEPSICO INC
+$161.7K
33,656
-3%
减持
TGT
TARGET CORP
-$159.8K
9,161
-8%
增持
USB
US BANCORP DEL
+$158.0K
32,730
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$155.7K
11,693
-1%
增持
POOL
POOL CORP
+$155.3K
7,150
+1%
减持
ABT
ABBOTT LABS
-$155.0K
64,204
-0%
减持
VTI
VANGUARD INDEX FDS
+$153.2K
15,434
-4%
减持
ADC
AGREE RLTY CORP
-$152.6K
6,045
-24%
增持
SYF
SYNCHRONY FINANCIAL
+$148.2K
33,622
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$146.1K
3,007
-7%
减持
VYM
VANGUARD WHITEHALL FDS
-$143.3K
4,544
-23%
增持
—
SHARKNINJA INC
+$140.8K
21,023
+3%
增持
PAYC
PAYCOM SOFTWARE INC
-$137.5K
12,789
+6%
增持
COP
CONOCOPHILLIPS
+$136.0K
25,090
+1%
增持
ENS
ENERSYS
+$134.9K
4,331
+5%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$133.6K
6,080
-12%
增持
ONTO
ONTO INNOVATION INC
+$130.9K
3,874
+6%
减持
UNP
UNION PAC CORP
-$128.5K
4,662
-13%
增持
POWI
POWER INTEGRATIONS INC
-$125.4K
9,639
+5%
增持
RVTY
REVVITY INC
-$124.2K
15,023
+1%
增持
TMUS
T-MOBILE US INC
+$123.6K
11,031
+4%
增持
FELE
FRANKLIN ELEC INC
+$116.5K
8,560
+10%
减持
MRK
MERCK & CO INC
-$113.1K
4,512
-27%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$113.0K
9,285
+10%
增持
PAYX
PAYCHEX INC
-$112.7K
7,667
+3%
增持
FANG
DIAMONDBACK ENERGY INC
+$110.7K
15,634
+1%
增持
TKR
TIMKEN CO
+$109.7K
37,135
+0%
增持
CFR
CULLEN FROST BANKERS INC
+$107.4K
27,992
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$107.3K
2,229
+3%
增持
ICFI
ICF INTL INC
+$106.9K
5,801
+14%
增持
LLY
ELI LILLY & CO
-$106.3K
10,209
+1%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$104.0K
212,791
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$104.0K
2,176
+1%
增持
MC
MOELIS & CO
+$103.7K
8,720
+5%
增持
MCO
MOODYS CORP
-$101.8K
7,209
+2%
减持
SF
STIFEL FINL CORP
-$100.6K
6,721
-19%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$97.7K
7,743
+26%
增持
—
TOPBUILD CORP
+$94.1K
1,141
+5%
增持
SMMD
ISHARES TR
+$92.6K
4,053
+33%
减持
APH
AMPHENOL CORP NEW
-$90.1K
42,215
-22%
增持
DUK
DUKE ENERGY CORP NEW
+$86.1K
9,603
+3%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$84.0K
15,436
+5%
