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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $1,943.78万 | 0.66% | 33,461 | -6,333 | -15.9% | -$367.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,014.55万 | 0.68% | 121,534 | -18,619 | -13.3% | -$308.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,096.43万 | 0.71% | 132,660 | -3,231 | -2.4% | -$51.06万 | 减仓 |
| IJH | ISHARES TR | $2,172.46万 | 0.74% | 281,735 | -2,493 | -0.9% | -$19.22万 | 减仓 |
| INFO | HARBOR ETF TRUST | $2,205.47万 | 0.75% | 811,021 | -8,151 | -1.0% | -$22.17万 | 减仓 |
| V | VISA INC | $2,252.11万 | 0.76% | 65,642 | -6,658 | -9.2% | -$228.43万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $2,298.03万 | 0.78% | 210,616 | 1,444 | 0.7% | $15.76万 | 加仓 |
| MRK | MERCK & CO INC | $2,301.95万 | 0.78% | 179,140 | -24,511 | -12.0% | -$314.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,315.95万 | 0.79% | 46,283 | -4,250 | -8.4% | -$212.67万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $2,457.14万 | 0.83% | 206,257 | 2,576 | 1.3% | $30.69万 | 加仓 |
| — | EXXON MOBIL CORP | $2,468.58万 | 0.84% | 180,557 | -24,172 | -11.8% | -$330.48万 | 减仓 |
| META | META PLATFORMS INC | $2,523.20万 | 0.86% | 44,794 | -10,118 | -18.4% | -$569.94万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,688.68万 | 0.91% | 397,969 | -8,857 | -2.2% | -$59.84万 | 减仓 |
| WMT | WALMART INC | $2,719.44万 | 0.92% | 240,106 | -44,041 | -15.5% | -$498.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,926.57万 | 0.99% | 42,611 | 3,063 | 7.7% | $210.37万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,039.35万 | 1.03% | 1,232,504 | -15,373 | -1.2% | -$37.91万 | 减仓 |
| CSCO | CISCO SYS INC | $3,086.68万 | 1.05% | 262,786 | -25,669 | -8.9% | -$301.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,191.36万 | 1.08% | 125,659 | -3,397 | -2.6% | -$86.27万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $3,486.46万 | 1.18% | 733,528 | -22,988 | -3.0% | -$109.26万 | 减仓 |
| LLY | ELI LILLY & CO | $3,694.00万 | 1.25% | 30,798 | -3,579 | -10.4% | -$429.28万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $3,707.04万 | 1.26% | 390,832 | 8,145 | 2.1% | $77.26万 | 加仓 |
| CAT | CATERPILLAR INC | $3,728.32万 | 1.27% | 35,011 | -5,972 | -14.6% | -$635.96万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $3,979.73万 | 1.35% | 355,048 | -1,518 | -0.4% | -$17.02万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,539.49万 | 1.54% | 895,717 | 54,055 | 6.4% | $273.95万 | 加仓 |
| IJR | ISHARES TR | $4,716.70万 | 1.60% | 318,030 | -475 | -0.1% | -$7.04万 | 减仓 |
| AMZN | AMAZON COM INC | $4,902.73万 | 1.66% | 205,703 | -24,707 | -10.7% | -$588.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,103.70万 | 1.73% | 155,919 | -20,901 | -11.8% | -$684.15万 | 减仓 |
| SPY | 1STATE STR SPDR S&P 500 ETF T | $5,898.66万 | 2.00% | 78,989 | 974 | 1.2% | $72.74万 | 加仓 |
| AVGO | BROADCOM INC | $5,962.97万 | 2.02% | 157,855 | -14,463 | -8.4% | -$546.34万 | 减仓 |
| GLD | SPDR GOLD TR | $7,084.76万 | 2.40% | 192,322 | -7,448 | -3.7% | -$274.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,519.90万 | 2.55% | 201,595 | -26,606 | -11.7% | -$992.46万 | 减仓 |
| GOOGL | ALPHABET INC | $7,749.39万 | 2.63% | 216,845 | -34,917 | -13.9% | -$1,247.83万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $9,006.65万 | 3.06% | 1,009,714 | -7,419 | -0.7% | -$66.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,382.16万 | 3.18% | 468,897 | -77,244 | -14.1% | -$1,545.58万 | 减仓 |
| IEFA | ISHARES TR | $1.01亿 | 3.42% | 1,044,216 | 14,431 | 1.4% | $139.37万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.15亿 | 3.92% | 1,898,954 | -5,408 | -0.3% | -$32.88万 | 减仓 |
| AAPL | APPLE INC | $1.31亿 | 4.43% | 451,010 | -98,390 | -17.9% | -$2,847.01万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1.38亿 | 4.70% | 1,163,640 | -15,247 | -1.3% | -$181.42万 | 减仓 |