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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 27
减持 96
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$5.7M
87,636
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$4.4M
51,206
+591%
减持
ZTS
ZOETIS INC
-$4.2M
2,765
-91%
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
DFAI
DIMENSIONAL ETF TRUST
+$3.8M
1,267,804
+3%
减持
MSFT
MICROSOFT CORP
-$3.8M
80,236
-2%
增持
LLY
ELI LILLY & CO
+$3.3M
10,362
+1%
减持
MANH
MANHATTAN ASSOCIATES INC
-$3.3M
2,198
-88%
建仓
MWA
MUELLER WTR PRODS INC
+$3.1M
132,180
减持
FISV
FISERV INC
-$3.0M
3,246
-87%
清仓
TKR
TIMKEN CO
-$2.8M
0
-100%
建仓
MIR
MIRION TECHNOLOGIES INC
+$2.6M
111,199
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.4M
6,646
+121%
建仓
—
NVENT ELECTRIC PLC
+$2.2M
21,633
减持
PAYC
PAYCOM SOFTWARE INC
-$2.2M
3,118
-76%
减持
GOOGL
ALPHABET INC
+$2.0M
29,512
-1%
减持
META
META PLATFORMS INC
-$1.9M
23,539
-1%
增持
TSLA
TESLA INC
+$1.7M
16,204
+30%
增持
AVGO
BROADCOM INC
+$1.5M
49,317
+4%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
19,212
+24%
清仓
BAX
BAXTER INTL INC
-$1.4M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
209,439
-3%
建仓
CRM
SALESFORCE INC
+$1.1M
4,049
减持
RHI
ROBERT HALF INC.
-$1.1M
25,671
-50%
减持
CDW
CDW CORP
-$1.1M
3,190
-66%
减持
AAPL
APPLE INC
+$1.0M
162,773
-4%
减持
MTZ
MASTEC INC
-$1.0M
22,139
-19%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$1.0M
208,407
-2%
减持
BLK
BLACKROCK INC
-$1.0M
4,195
-11%
减持
COST
COSTCO WHSL CORP NEW
-$975.1K
6,666
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$942.4K
13,570
+16%
增持
ORCL
ORACLE CORP
-$935.5K
26,273
+22%
减持
MDLZ
MONDELEZ INTL INC
-$930.2K
24,787
-32%
减持
GLW
CORNING INC
-$919.9K
45,767
-24%
减持
HD
HOME DEPOT INC
-$888.1K
12,668
-2%
减持
ECL
ECOLAB INC
-$865.0K
4,470
-40%
减持
ABT
ABBOTT LABS
-$835.0K
61,972
-3%
减持
POOL
POOL CORP
-$801.6K
6,191
-13%
减持
BKNG
BOOKING HOLDINGS INC
-$777.5K
865
-14%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$749.2K
42,565
-1%
减持
AMZN
AMAZON COM INC
+$701.1K
92,823
-2%
减持
—
EATON CORP PLC
-$678.4K
9,939
-3%
增持
DG
DOLLAR GEN CORP NEW
+$662.0K
20,275
+3%
增持
BCPC
BALCHEM CORP
+$645.1K
19,820
+24%
减持
TXN
TEXAS INSTRS INC
-$617.7K
10,564
-21%
减持
BRO
BROWN & BROWN INC
-$595.0K
35,009
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$568.1K
5,292
-45%
减持
SO
SOUTHERN CO
-$567.4K
36,509
-8%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$565.7K
13,697
-10%
建仓
PM
PHILIP MORRIS INTL INC
+$550.5K
3,432
减持
AMGN
AMGEN INC
+$540.7K
20,389
-6%
减持
—
ROYAL CARIBBEAN GROUP
-$533.3K
10,197
-2%
减持
TRV
TRAVELERS COMPANIES INC
-$525.3K
6,938
-24%
减持
MS
MORGAN STANLEY
-$516.4K
26,224
-19%
减持
JPM
JPMORGAN CHASE & CO.
-$507.4K
53,386
-5%
减持
TMUS
T-MOBILE US INC
-$498.4K
10,549
-4%
建仓
PYPL
PAYPAL HLDGS INC
+$491.7K
8,423
减持
RTX
RTX CORPORATION
+$488.3K
42,397
-3%
清仓
APD
AIR PRODS & CHEMS INC
-$481.4K
0
-100%
减持
PTC
PTC INC
-$480.3K
14,713
-2%
建仓
NFLX
NETFLIX INC
+$471.5K
5,029
减持
APH
AMPHENOL CORP NEW
-$468.6K
35,190
-17%
减持
KO
COCA COLA CO
-$456.3K
53,694
-15%
减持
WFC
WELLS FARGO CO NEW
+$454.8K
62,742
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$450.0K
215,279
-4%
减持
CFR
CULLEN FROST BANKERS INC
-$444.8K
24,512
-12%
减持
MKL
MARKEL GROUP INC
-$444.0K
1,433
-22%
减持
NEE
NEXTERA ENERGY INC
-$439.6K
87,993
-11%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$439.5K
6,269
-25%
减持
EOG
EOG RES INC
-$438.7K
38,038
-4%
增持
RS
RELIANCE INC
+$437.7K
8,256
+19%
建仓
CI
THE CIGNA GROUP
+$434.9K
1,580
增持
ANET
ARISTA NETWORKS INC
-$428.2K
31,605
+1%
减持
CTAS
CINTAS CORP
-$415.6K
19,392
-2%
清仓
LNTH
LANTHEUS HLDGS INC
-$406.3K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$403.3K
4,485
增持
BNY
BANK NEW YORK MELLON CORP
+$400.4K
31,911
+5%
减持
XEL
XCEL ENERGY INC
-$394.2K
32,195
-6%
减持
PWR
QUANTA SVCS INC
-$378.0K
6,145
-14%
清仓
—
AMBARELLA INC
-$375.5K
0
-100%
增持
LW
LAMB WESTON HLDGS INC
+$372.0K
35,953
+84%
清仓
MGK
VANGUARD WORLD FD
-$366.2K
0
-100%
减持
—
CHUBB LIMITED
+$364.6K
14,338
-2%
减持
WMT
WALMART INC
+$364.2K
57,092
-2%
建仓
AAON
AAON INC
+$360.1K
4,722
减持
UNH
UNITEDHEALTH GROUP INC
-$358.4K
1,155
-46%
减持
FR
FIRST INDL RLTY TR INC
-$355.5K
43,020
-21%
减持
LOW
LOWES COS INC
-$349.6K
8,412
-11%
减持
SYF
SYNCHRONY FINANCIAL
+$339.1K
32,696
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$337.2K
753
-41%
减持
VZ
VERIZON COMMUNICATIONS INC
-$332.3K
27,534
-17%
清仓
—
MEDTRONIC PLC
-$327.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$325.6K
23,891
-6%
增持
IR
INGERSOLL RAND INC
+$322.3K
44,637
+15%
减持
PG
PROCTER AND GAMBLE CO
-$319.7K
13,622
-8%
建仓
BND
VANGUARD BD INDEX FDS
+$318.0K
4,295
清仓
SM
SM ENERGY CO
-$314.7K
0
-100%
建仓
DT
DYNATRACE INC
+$312.8K
7,218
减持
STT
STATE STR CORP
-$302.0K
11,637
-25%
减持
AME
AMETEK INC
+$297.6K
21,528
-2%
减持
—
EXXON MOBIL CORP
+$292.3K
49,482
-1%
增持
—
LINDE PLC
-$291.7K
8,451
+3%
减持
AMT
AMERICAN TOWER CORP NEW
-$283.3K
13,458
-2%
增持
VOO
VANGUARD INDEX FDS
+$273.3K
5,905
+5%
减持
CASY
CASEYS GEN STORES INC
-$271.5K
998
-31%
建仓
CAVA
CAVA GROUP INC
+$270.7K
4,612
减持
RPM
RPM INTL INC
-$270.3K
14,614
-4%
建仓
CCI
CROWN CASTLE INC
+$268.8K
3,025
建仓
CHWY
CHEWY INC
+$265.9K
8,045
减持
ADBE
ADOBE INC
-$264.6K
2,296
-24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$260.1K
4,918
+0%
减持
CHD
CHURCH & DWIGHT CO INC
-$260.0K
26,314
-7%
减持
EW
EDWARDS LIFESCIENCES CORP
+$258.4K
41,479
-2%
建仓
J
JACOBS SOLUTIONS INC
+$240.9K
1,819
减持
TJX
TJX COS INC NEW
-$228.9K
26,777
-11%
清仓
SPTM
SPDR SERIES TRUST
-$228.9K
0
-100%
减持
TGT
TARGET CORP
-$228.2K
6,072
-34%
清仓
MPC
MARATHON PETE CORP
-$222.6K
0
-100%
减持
EQH
EQUITABLE HLDGS INC
-$219.5K
51,762
-2%
增持
SBUX
STARBUCKS CORP
+$216.7K
11,656
+29%
减持
FICO
FAIR ISAAC CORP
+$212.7K
1,773
-5%
建仓
GS
GOLDMAN SACHS GROUP INC
+$205.7K
234
减持
QCOM
QUALCOMM INC
-$190.8K
6,669
-17%
减持
TSCO
TRACTOR SUPPLY CO
-$182.0K
20,191
-4%
增持
SSB
SOUTHSTATE BK CORP
+$177.2K
8,999
+33%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$176.1K
54,265
-4%
减持
FAF
FIRST AMERN FINL CORP
-$176.1K
46,121
-2%
减持
ATO
ATMOS ENERGY CORP
-$171.2K
14,432
-5%
减持
MA
MASTERCARD INCORPORATED
-$171.0K
13,680
-3%
减持
—
SHARKNINJA INC
+$166.2K
20,870
-1%
减持
MCO
MOODYS CORP
+$166.1K
7,050
-2%
减持
DORM
DORMAN PRODS INC
-$160.0K
3,592
-7%
减持
SUI
SUN CMNTYS INC
-$156.5K
14,425
-4%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$152.6K
82,656
-1%
减持
WM
WASTE MGMT INC DEL
-$148.0K
19,960
-3%
减持
—
ACCENTURE PLC IRELAND
+$147.9K
11,060
-3%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$144.4K
5,805
-5%
减持
T
AT&T INC
-$125.9K
33,821
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$125.5K
10,266
-4%
增持
REET
ISHARES TR
+$124.2K
64,500
+11%
增持
CSX
CSX CORP
+$123.2K
122,493
+1%
减持
COP
CONOCOPHILLIPS
-$119.6K
24,080
-4%
减持
PAYX
PAYCHEX INC
-$118.4K
7,608
-1%
增持
PSX
PHILLIPS 66
-$113.5K
17,064
+0%
减持
CMCSA
COMCAST CORP NEW
-$107.6K
10,476
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$106.8K
36,400
-8%
增持
NDAQ
NASDAQ INC
+$106.2K
10,501
+2%
增持
WAB
WABTEC
+$106.2K
3,808
+8%
减持
UFPT
UFP TECHNOLOGIES INC
+$104.4K
9,803
-6%
减持
IDA
IDACORP INC
-$94.8K
8,977
-4%
增持
ROP
ROPER TECHNOLOGIES INC
-$93.8K
2,915
+4%
