First National Trust Co
Johnstown PA · SEC CIK 0001277303
$29.46亿2026Q2 申报市值
382持仓数
32.3%前十大占比 · 第一大 4.7%
24 / 56新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BND 加仓+$833.97万
HONA 新建仓+$803.56万
MU 加仓+$792.07万
JMTG 加仓+$273.95万
IAU 加仓+$220.05万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$2,847.01万
NVDA 减仓-$1,545.58万
GOOGL 减仓-$1,247.83万
STX 减仓-$1,177.78万
HON 减仓-$1,024.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC | $333.78万 | 0.11% | 28,467 | -11,351 | -28.5% | -$133.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $334.48万 | 0.11% | 9,039 | -172 | -1.9% | -$6.36万 | 减仓 |
| MDT | MEDTRONIC PLC | $335.62万 | 0.11% | 42,902 | -2,157 | -4.8% | -$16.87万 | 减仓 |
| IWF | ISHARES TR | $343.19万 | 0.12% | 27,639 | -241 | -0.9% | -$2.99万 | 减仓 |
| IAU | ISHARES GOLD TR | $359.14万 | 0.12% | 47,562 | 29,142 | 158.2% | $220.05万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $361.32万 | 0.12% | 28,005 | -321 | -1.1% | -$4.14万 | 减仓 |
| ADI | 1ANALOG DEVICES INC | $366.47万 | 0.12% | 9,227 | -934 | -9.2% | -$37.10万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $367.73万 | 0.12% | 3,636 | 1,665 | 84.5% | $168.39万 | 加仓 |
| WM | WASTE MGMT INC DEL | $372.05万 | 0.13% | 16,693 | -2,437 | -12.7% | -$54.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $379.38万 | 0.13% | 119,642 | 3,936 | 3.4% | $12.48万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $388.45万 | 0.13% | 42,182 | -15,644 | -27.1% | -$144.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $397.20万 | 0.13% | 55,044 | -8,115 | -12.8% | -$58.56万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $409.42万 | 0.14% | 163,571 | 25,487 | 18.5% | $63.79万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $414.80万 | 0.14% | 16,701 | 4,594 | 37.9% | $114.10万 | 加仓 |
| MUB | ISHARES TR | $420.97万 | 0.14% | 39,116 | 347 | 0.9% | $3.73万 | 加仓 |
| RTX | RTX CORPORATION | $424.71万 | 0.14% | 22,385 | -1,641 | -6.8% | -$31.13万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $438.45万 | 0.15% | 34,305 | -1,398 | -3.9% | -$17.87万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $443.85万 | 0.15% | 41,288 | -8,379 | -16.9% | -$90.07万 | 减仓 |
| SPGI | S&P GLOBAL INC | $452.02万 | 0.15% | 11,099 | -1,780 | -13.8% | -$72.49万 | 减仓 |
| DGRW | WISDOMTREE TR | $466.06万 | 0.16% | 48,741 | 54 | 0.1% | $5,163 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $472.69万 | 0.16% | 48,988 | 1,805 | 3.8% | $17.42万 | 加仓 |
| SYK | STRYKER CORPORATION | $482.93万 | 0.16% | 15,339 | -2,603 | -14.5% | -$81.95万 | 减仓 |
| IRM | IRON MTN INC DEL | $501.55万 | 0.17% | 39,708 | -10,910 | -21.6% | -$137.80万 | 减仓 |
| CME | CME GROUP INC | $510.40万 | 0.17% | 23,113 | -63 | -0.3% | -$1.39万 | 减仓 |
| AMAT | APPLIED MATLS INC | $511.16万 | 0.17% | 7,070 | -592 | -7.7% | -$42.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $514.95万 | 0.17% | 72,274 | -7,639 | -9.6% | -$54.43万 | 减仓 |
| COP | CONOCOPHILLIPS | $557.85万 | 0.19% | 53,660 | -4,518 | -7.8% | -$46.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $560.99万 | 0.19% | 7,618 | -125 | -1.6% | -$9.20万 | 减仓 |
| EMR | EMERSON ELEC CO | $562.06万 | 0.19% | 39,264 | 500 | 1.3% | $7.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $566.90万 | 0.19% | 68,849 | -21,156 | -23.5% | -$174.20万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $569.44万 | 0.19% | 11,358 | -1,271 | -10.1% | -$63.72万 | 减仓 |
| INTC | INTEL CORP | $577.44万 | 0.20% | 41,355 | -5,719 | -12.1% | -$79.85万 | 减仓 |
| TXN | TEXAS INSTRS INC | $587.23万 | 0.20% | 19,701 | -181 | -0.9% | -$5.40万 | 减仓 |
| PEP | PEPSICO INC | $597.75万 | 0.20% | 44,147 | -5,565 | -11.2% | -$75.35万 | 减仓 |
| MPC | MARATHON PETE CORP | $604.38万 | 0.21% | 23,639 | -9,628 | -28.9% | -$246.16万 | 减仓 |
| FDX | FEDEX CORP | $620.34万 | 0.21% | 19,811 | -1,991 | -9.1% | -$62.34万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $620.56万 | 0.21% | 34,816 | -5,209 | -13.0% | -$92.85万 | 减仓 |
| GOOG | ALPHABET INC | $621.58万 | 0.21% | 17,592 | -1,233 | -6.5% | -$43.57万 | 减仓 |
| EQIX | EQUINIX INC | $630.75万 | 0.21% | 6,051 | -751 | -11.0% | -$78.28万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $637.73万 | 0.22% | 31,788 | -11,468 | -26.5% | -$230.07万 | 减仓 |
| GVI | ISHARES TR | $645.11万 | 0.22% | 60,805 | 2,041 | 3.5% | $21.65万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $645.63万 | 0.22% | 28,829 | -3,033 | -9.5% | -$67.92万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $695.26万 | 0.24% | 39,898 | 394 | 1.0% | $6.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $704.40万 | 0.24% | 48,036 | -6,335 | -11.7% | -$92.90万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $721.59万 | 0.24% | 30,375 | -13,455 | -30.7% | -$319.64万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $733.04万 | 0.25% | 132,846 | 6,413 | 5.1% | $35.39万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $736.41万 | 0.25% | 25,342 | -3,158 | -11.1% | -$91.77万 | 减仓 |
| EEM | ISHARES TR | $740.63万 | 0.25% | 108,264 | 2,439 | 2.3% | $16.69万 | 加仓 |
| BAC | BANK OF AMER CORP | $777.24万 | 0.26% | 136,406 | -22,854 | -14.4% | -$130.22万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $777.86万 | 0.26% | 56,857 | -3,288 | -5.5% | -$44.98万 | 减仓 |
| VLO | VALERO ENERGY CORP | $789.55万 | 0.27% | 30,316 | -1,388 | -4.4% | -$36.15万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $803.56万 | 0.27% | 36,347 | 36,347 | — | $803.56万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $805.60万 | 0.27% | 190,270 | -12,055 | -6.0% | -$51.04万 | 减仓 |
| HON | HONEYWELL INTL INC | $813.81万 | 0.28% | 36,347 | -45,736 | -55.7% | -$1,024.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $815.19万 | 0.28% | 113,299 | -70,055 | -38.2% | -$504.05万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $823.41万 | 0.28% | 30,626 | -4,848 | -13.7% | -$130.34万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $826.58万 | 0.28% | 117,965 | -6,522 | -5.2% | -$45.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $839.80万 | 0.29% | 23,707 | -1,968 | -7.7% | -$69.71万 | 减仓 |
| ETN | EATON CORP PLC | $868.13万 | 0.29% | 20,373 | 3,815 | 23.0% | $162.56万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $880.91万 | 0.30% | 119,999 | 113,604 | 1,776.5% | $833.97万 | 加仓 |
| IBDR | ISHARES TR | $892.16万 | 0.30% | 368,206 | -53,742 | -12.7% | -$130.22万 | 减仓 |
| EFA | ISHARES TR | $892.59万 | 0.30% | 85,925 | -414 | -0.5% | -$4.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $898.24万 | 0.30% | 97,349 | -12,693 | -11.5% | -$117.12万 | 减仓 |
| ORCL | ORACLE CORP | $932.03万 | 0.32% | 63,598 | -9,540 | -13.0% | -$139.81万 | 减仓 |
| QCOM | QUALCOMM INC | $937.98万 | 0.32% | 50,759 | -8,476 | -14.3% | -$156.63万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,017.04万 | 0.35% | 8,811 | 6,862 | 352.1% | $792.07万 | 加仓 |
| UNP | UNION PAC CORP | $1,028.60万 | 0.35% | 37,816 | -2,982 | -7.3% | -$81.11万 | 减仓 |
| FNB | F N B CORP | $1,044.26万 | 0.35% | 547,307 | -3,060 | -0.6% | -$5.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,047.48万 | 0.36% | 37,249 | -7,424 | -16.6% | -$208.77万 | 减仓 |
| MS | MORGAN STANLEY | $1,061.78万 | 0.36% | 50,793 | 51 | 0.1% | $1.07万 | 加仓 |
| IBDW | ISHARES TR | $1,083.94万 | 0.37% | 520,124 | 69,978 | 15.5% | $145.83万 | 加仓 |
| BLK | BLACKROCK INC | $1,112.04万 | 0.38% | 11,565 | -800 | -6.5% | -$76.92万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,121.20万 | 0.38% | 464,458 | -1,565 | -0.3% | -$3.78万 | 减仓 |
| STIP | ISHARES TR | $1,134.49万 | 0.39% | 111,050 | 3,421 | 3.2% | $34.95万 | 加仓 |
| TJX | TJX COS INC NEW | $1,140.42万 | 0.39% | 75,275 | -7,661 | -9.2% | -$116.06万 | 减仓 |
| IWP | ISHARES TR | $1,159.52万 | 0.39% | 79,197 | 848 | 1.1% | $12.42万 | 加仓 |
| KO | 1COCA COLA CO | $1,204.37万 | 0.41% | 148,194 | -11,296 | -7.1% | -$91.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,206.38万 | 0.41% | 12,896 | -1,364 | -9.6% | -$127.60万 | 减仓 |
| IBDT | ISHARES TR | $1,282.41万 | 0.44% | 507,886 | 10,017 | 2.0% | $25.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,330.09万 | 0.45% | 73,522 | -6,395 | -8.0% | -$115.69万 | 减仓 |
| IWR | ISHARES TR | $1,347.68万 | 0.46% | 122,161 | 3,666 | 3.1% | $40.44万 | 加仓 |
| IWM | ISHARES TR | $1,366.69万 | 0.46% | 45,488 | 262 | 0.6% | $7.87万 | 加仓 |
| TSLA | TESLA INC | $1,384.11万 | 0.47% | 32,908 | -2,728 | -7.7% | -$114.74万 | 减仓 |
| IBDS | ISHARES TR | $1,413.74万 | 0.48% | 583,708 | 3,959 | 0.7% | $9.59万 | 加仓 |
| IBDV | ISHARES TR | $1,424.50万 | 0.48% | 653,441 | 64,204 | 10.9% | $139.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,442.65万 | 0.49% | 42,304 | -7,043 | -14.3% | -$240.18万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,480.96万 | 0.50% | 316,376 | 14,218 | 4.7% | $66.55万 | 加仓 |
| AMGN | AMGEN INC | $1,521.30万 | 0.52% | 42,011 | -5,935 | -12.4% | -$214.92万 | 减仓 |
| IEMG | ISHARES INC | $1,570.13万 | 0.53% | 189,538 | 7,632 | 4.2% | $63.22万 | 加仓 |
| HD | HOME DEPOT INC | $1,584.17万 | 0.54% | 44,918 | -6,591 | -12.8% | -$232.45万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,584.80万 | 0.54% | 38,130 | -2,810 | -6.9% | -$116.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,601.54万 | 0.54% | 36,959 | -2,492 | -6.3% | -$107.99万 | 减仓 |
| IBDU | ISHARES TR | $1,657.84万 | 0.56% | 715,822 | 54,568 | 8.3% | $126.38万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,699.97万 | 0.58% | 193,685 | -21,334 | -9.9% | -$187.25万 | 减仓 |
| LIN | LINDE PLC | $1,763.46万 | 0.60% | 33,982 | -1,895 | -5.3% | -$98.34万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,796.60万 | 0.61% | 217,375 | 4,083 | 1.9% | $33.75万 | 加仓 |
| MCD | MCDONALDS CORP | $1,808.48万 | 0.61% | 66,904 | -5,038 | -7.0% | -$136.18万 | 减仓 |
| IVV | 1ISHARES TR | $1,816.58万 | 0.62% | 24,257 | 200 | 0.8% | $14.98万 | 加仓 |
| ABBV | ABBVIE INC | $1,863.85万 | 0.63% | 74,068 | -13,791 | -15.7% | -$347.04万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,928.66万 | 0.65% | 244,041 | -2,652 | -1.1% | -$20.96万 | 减仓 |