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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $621.58万 | 0.21% | 17,592 | -1,233 | -6.5% | -$43.57万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $620.56万 | 0.21% | 34,816 | -5,209 | -13.0% | -$92.85万 | 减仓 |
| FDX | FEDEX CORP | $620.34万 | 0.21% | 19,811 | -1,991 | -9.1% | -$62.34万 | 减仓 |
| MPC | MARATHON PETE CORP | $604.38万 | 0.21% | 23,639 | -9,628 | -28.9% | -$246.16万 | 减仓 |
| PEP | PEPSICO INC | $597.75万 | 0.20% | 44,147 | -5,565 | -11.2% | -$75.35万 | 减仓 |
| TXN | TEXAS INSTRS INC | $587.23万 | 0.20% | 19,701 | -181 | -0.9% | -$5.40万 | 减仓 |
| INTC | INTEL CORP | $577.44万 | 0.20% | 41,355 | -5,719 | -12.1% | -$79.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $569.44万 | 0.19% | 11,358 | -1,271 | -10.1% | -$63.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $566.90万 | 0.19% | 68,849 | -21,156 | -23.5% | -$174.20万 | 减仓 |
| EMR | EMERSON ELEC CO | $562.06万 | 0.19% | 39,264 | 500 | 1.3% | $7.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $560.99万 | 0.19% | 7,618 | -125 | -1.6% | -$9.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $557.85万 | 0.19% | 53,660 | -4,518 | -7.8% | -$46.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $514.95万 | 0.17% | 72,274 | -7,639 | -9.6% | -$54.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $511.16万 | 0.17% | 7,070 | -592 | -7.7% | -$42.80万 | 减仓 |
| CME | CME GROUP INC | $510.40万 | 0.17% | 23,113 | -63 | -0.3% | -$1.39万 | 减仓 |
| IRM | IRON MTN INC DEL | $501.55万 | 0.17% | 39,708 | -10,910 | -21.6% | -$137.80万 | 减仓 |
| SYK | STRYKER CORPORATION | $482.93万 | 0.16% | 15,339 | -2,603 | -14.5% | -$81.95万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $472.69万 | 0.16% | 48,988 | 1,805 | 3.8% | $17.42万 | 加仓 |
| DGRW | WISDOMTREE TR | $466.06万 | 0.16% | 48,741 | 54 | 0.1% | $5,163 | 加仓 |
| SPGI | S&P GLOBAL INC | $452.02万 | 0.15% | 11,099 | -1,780 | -13.8% | -$72.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $443.85万 | 0.15% | 41,288 | -8,379 | -16.9% | -$90.07万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $438.45万 | 0.15% | 34,305 | -1,398 | -3.9% | -$17.87万 | 减仓 |
| RTX | RTX CORPORATION | $424.71万 | 0.14% | 22,385 | -1,641 | -6.8% | -$31.13万 | 减仓 |
| MUB | ISHARES TR | $420.97万 | 0.14% | 39,116 | 347 | 0.9% | $3.73万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $414.80万 | 0.14% | 16,701 | 4,594 | 37.9% | $114.10万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $409.42万 | 0.14% | 163,571 | 25,487 | 18.5% | $63.79万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $397.20万 | 0.13% | 55,044 | -8,115 | -12.8% | -$58.56万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $388.45万 | 0.13% | 42,182 | -15,644 | -27.1% | -$144.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $379.38万 | 0.13% | 119,642 | 3,936 | 3.4% | $12.48万 | 加仓 |
| WM | WASTE MGMT INC DEL | $372.05万 | 0.13% | 16,693 | -2,437 | -12.7% | -$54.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $367.73万 | 0.12% | 3,636 | 1,665 | 84.5% | $168.39万 | 加仓 |
| ADI | 1ANALOG DEVICES INC | $366.47万 | 0.12% | 9,227 | -934 | -9.2% | -$37.10万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $361.32万 | 0.12% | 28,005 | -321 | -1.1% | -$4.14万 | 减仓 |
| IAU | ISHARES GOLD TR | $359.14万 | 0.12% | 47,562 | 29,142 | 158.2% | $220.05万 | 加仓 |
| IWF | ISHARES TR | $343.19万 | 0.12% | 27,639 | -241 | -0.9% | -$2.99万 | 减仓 |
| MDT | MEDTRONIC PLC | $335.62万 | 0.11% | 42,902 | -2,157 | -4.8% | -$16.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $334.48万 | 0.11% | 9,039 | -172 | -1.9% | -$6.36万 | 减仓 |
| AFL | AFLAC INC | $333.78万 | 0.11% | 28,467 | -11,351 | -28.5% | -$133.09万 | 减仓 |
| — | CVC CAP PARTNERS PLC | $333.49万 | 0.11% | 238,204 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $329.09万 | 0.11% | 13,908 | -447 | -3.1% | -$10.58万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $324.79万 | 0.11% | 165,962 | 7,631 | 4.8% | $14.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $318.21万 | 0.11% | 35,068 | -6,830 | -16.3% | -$61.98万 | 减仓 |
| LOW | LOWES COS INC | $308.18万 | 0.10% | 13,977 | 5,086 | 57.2% | $112.14万 | 加仓 |
| SO | SOUTHERN CO | $307.26万 | 0.10% | 32,103 | -419 | -1.3% | -$4.01万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $305.88万 | 0.10% | 16,055 | -279 | -1.7% | -$5.32万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $305.17万 | 0.10% | 5,990 | -34 | -0.6% | -$1.73万 | 减仓 |
| VGT | VANGUARD WORLD FD | $293.40万 | 0.10% | 24,548 | -372 | -1.5% | -$4.45万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $287.18万 | 0.10% | 2,936 | -28 | -0.9% | -$2.74万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $280.85万 | 0.10% | 44,658 | -4,094 | -8.4% | -$25.75万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $277.02万 | 0.09% | 23,415 | -3,190 | -12.0% | -$37.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $275.52万 | 0.09% | 12,949 | -1,046 | -7.5% | -$22.26万 | 减仓 |
| ACWX | ISHARES TR | $273.13万 | 0.09% | 35,886 | 121 | 0.3% | $9,209 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $271.77万 | 0.09% | 6,834 | -7,479 | -52.3% | -$297.42万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $258.85万 | 0.09% | 10,513 | -6,926 | -39.7% | -$170.53万 | 减仓 |
| FITB | 1FIFTH THIRD BANCORP | $252.32万 | 0.09% | 44,762 | -4,621 | -9.4% | -$26.05万 | 减仓 |
| GEV | GE VERNOVA INC | $245.43万 | 0.08% | 2,089 | 118 | 6.0% | $13.86万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $242.24万 | 0.08% | 47,901 | -31,912 | -40.0% | -$161.38万 | 减仓 |
| IWV | ISHARES TR | $241.98万 | 0.08% | 5,675 | 265 | 4.9% | $11.30万 | 加仓 |
| IBDX | ISHARES TR | $232.15万 | 0.08% | 92,160 | 13,291 | 16.9% | $33.48万 | 加仓 |
| IYW | ISHARES TR | $227.99万 | 0.08% | 9,039 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $221.93万 | 0.08% | 19,022 | -2,175 | -10.3% | -$25.38万 | 减仓 |
| AGG | ISHARES TR | $219.61万 | 0.07% | 22,187 | 757 | 3.5% | $7.49万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $218.30万 | 0.07% | 13,346 | -1,971 | -12.9% | -$32.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $216.95万 | 0.07% | 6,414 | -27 | -0.4% | -$9,133 | 减仓 |
| MMM | 3M CO | $207.81万 | 0.07% | 12,835 | -247 | -1.9% | -$4.00万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $207.56万 | 0.07% | 8,303 | -882 | -9.6% | -$22.05万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $204.39万 | 0.07% | 47,888 | -64,589 | -57.4% | -$275.67万 | 减仓 |
| GPC | GENUINE PARTS CO | $202.18万 | 0.07% | 17,137 | -761 | -4.3% | -$8.98万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $198.29万 | 0.07% | 18,372 | -14,358 | -43.9% | -$154.97万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $197.35万 | 0.07% | 5,978 | -1,547 | -20.6% | -$51.07万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $196.23万 | 0.07% | 8,552 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $195.66万 | 0.07% | 7,660 | -227 | -2.9% | -$5.80万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $193.48万 | 0.07% | 67,720 | 67,720 | — | $193.48万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $189.41万 | 0.06% | 7,003 | -180 | -2.5% | -$4.87万 | 减仓 |
| CB | CHUBB LIMITED | $184.61万 | 0.06% | 5,418 | -1,517 | -21.9% | -$51.69万 | 减仓 |
| DGRO | ISHARES TR | $181.85万 | 0.06% | 23,994 | 188 | 0.8% | $1.42万 | 加仓 |
| PPL | PPL CORP | $175.72万 | 0.06% | 48,340 | -18,932 | -28.1% | -$68.82万 | 减仓 |
| STT | STATE STR CORP | $173.91万 | 0.06% | 10,254 | -619 | -5.7% | -$10.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $168.20万 | 0.06% | 19,526 | -3,370 | -14.7% | -$29.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $164.19万 | 0.06% | 20,379 | -1,713 | -7.8% | -$13.80万 | 减仓 |
| DIS | DISNEY WALT CO | $160.86万 | 0.05% | 16,713 | -30 | -0.2% | -$2,887 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $157.47万 | 0.05% | 12,440 | -2,934 | -19.1% | -$37.14万 | 减仓 |
| PAYX | PAYCHEX INC | $157.24万 | 0.05% | 15,991 | -2,026 | -11.2% | -$19.92万 | 减仓 |
| TIP | ISHARES TR | $157.14万 | 0.05% | 14,360 | 184 | 1.3% | $2.01万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $156.54万 | 0.05% | 4,976 | -483 | -8.8% | -$15.19万 | 减仓 |
| USB | US BANCORP | $155.49万 | 0.05% | 25,743 | -7,520 | -22.6% | -$45.42万 | 减仓 |
| GE | GE AEROSPACE | $153.04万 | 0.05% | 4,095 | 511 | 14.3% | $19.10万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $150.34万 | 0.05% | 5,128 | -104 | -2.0% | -$3.05万 | 减仓 |
| PFF | ISHARES TR | $144.47万 | 0.05% | 47,382 | 3,608 | 8.2% | $11.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $143.55万 | 0.05% | 2,795 | -721 | -20.5% | -$37.03万 | 减仓 |
| IWS | ISHARES TR | $140.22万 | 0.05% | 8,519 | -386 | -4.3% | -$6.35万 | 减仓 |
| IVW | ISHARES TR | $140.17万 | 0.05% | 10,192 | -65 | -0.6% | -$8,939 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $139.67万 | 0.05% | 26,299 | -1,466 | -5.3% | -$7.79万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $137.49万 | 0.05% | 26,268 | 11,146 | 73.7% | $58.34万 | 加仓 |
| SYY | SYSCO CORP | $137.36万 | 0.05% | 16,435 | -8,941 | -35.2% | -$74.73万 | 减仓 |
| APH | AMPHENOL CORP | $135.29万 | 0.05% | 7,673 | -1,186 | -13.4% | -$20.91万 | 减仓 |
| TGT | TARGET CORP | $135.09万 | 0.05% | 10,343 | -63 | -0.6% | -$8,228 | 减仓 |
| VST | VISTRA CORP | $135.04万 | 0.05% | 8,513 | -195 | -2.2% | -$3.09万 | 减仓 |
| MET | METLIFE INC | $133.76万 | 0.05% | 15,809 | -27,748 | -63.7% | -$234.78万 | 减仓 |
| MTB | M & T BK CORP | $133.10万 | 0.05% | 5,592 | -5,098 | -47.7% | -$121.34万 | 减仓 |