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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $1.38亿 | 4.70% | 1,163,640 | -15,247 | -1.3% | -$181.42万 | 减仓 |
| AAPL | APPLE INC | $1.31亿 | 4.43% | 451,010 | -98,390 | -17.9% | -$2,847.01万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.15亿 | 3.92% | 1,898,954 | -5,408 | -0.3% | -$32.88万 | 减仓 |
| IEFA | ISHARES TR | $1.01亿 | 3.42% | 1,044,216 | 14,431 | 1.4% | $139.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,382.16万 | 3.18% | 468,897 | -77,244 | -14.1% | -$1,545.58万 | 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 |
| GOOGL | ALPHABET INC | $7,749.39万 | 2.63% | 216,845 | -34,917 | -13.9% | -$1,247.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,519.90万 | 2.55% | 201,595 | -26,606 | -11.7% | -$992.46万 | 减仓 |
| GLD | SPDR GOLD TR | $7,084.76万 | 2.40% | 192,322 | -7,448 | -3.7% | -$274.37万 | 减仓 |
| AVGO | BROADCOM INC | $5,962.97万 | 2.02% | 157,855 | -14,463 | -8.4% | -$546.34万 | 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 |
| JPM | JPMORGAN CHASE & CO | $5,103.70万 | 1.73% | 155,919 | -20,901 | -11.8% | -$684.15万 | 减仓 |
| AMZN | AMAZON COM INC | $4,902.73万 | 1.66% | 205,703 | -24,707 | -10.7% | -$588.87万 | 减仓 |
| IJR | ISHARES TR | $4,716.70万 | 1.60% | 318,030 | -475 | -0.1% | -$7.04万 | 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 |
| MDYG | SPDR SERIES TRUST | $3,979.73万 | 1.35% | 355,048 | -1,518 | -0.4% | -$17.02万 | 减仓 |
| CAT | CATERPILLAR INC | $3,728.32万 | 1.27% | 35,011 | -5,972 | -14.6% | -$635.96万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $3,707.04万 | 1.26% | 390,832 | 8,145 | 2.1% | $77.26万 | 加仓 |
| LLY | ELI LILLY & CO | $3,694.00万 | 1.25% | 30,798 | -3,579 | -10.4% | -$429.28万 | 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 |
| JNJ | JOHNSON & JOHNSON | $3,191.36万 | 1.08% | 125,659 | -3,397 | -2.6% | -$86.27万 | 减仓 |
| CSCO | CISCO SYS INC | $3,086.68万 | 1.05% | 262,786 | -25,669 | -8.9% | -$301.51万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,039.35万 | 1.03% | 1,232,504 | -15,373 | -1.2% | -$37.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,926.57万 | 0.99% | 42,611 | 3,063 | 7.7% | $210.37万 | 加仓 |
| WMT | WALMART INC | $2,719.44万 | 0.92% | 240,106 | -44,041 | -15.5% | -$498.81万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,688.68万 | 0.91% | 397,969 | -8,857 | -2.2% | -$59.84万 | 减仓 |
| META | META PLATFORMS INC | $2,523.20万 | 0.86% | 44,794 | -10,118 | -18.4% | -$569.94万 | 减仓 |
| — | EXXON MOBIL CORP | $2,468.58万 | 0.84% | 180,557 | -24,172 | -11.8% | -$330.48万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $2,457.14万 | 0.83% | 206,257 | 2,576 | 1.3% | $30.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,315.95万 | 0.79% | 46,283 | -4,250 | -8.4% | -$212.67万 | 减仓 |
| MRK | MERCK & CO INC | $2,301.95万 | 0.78% | 179,140 | -24,511 | -12.0% | -$314.97万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $2,298.03万 | 0.78% | 210,616 | 1,444 | 0.7% | $15.76万 | 加仓 |
| V | VISA INC | $2,252.11万 | 0.76% | 65,642 | -6,658 | -9.2% | -$228.43万 | 减仓 |
| INFO | HARBOR ETF TRUST | $2,205.47万 | 0.75% | 811,021 | -8,151 | -1.0% | -$22.17万 | 减仓 |
| IJH | ISHARES TR | $2,172.46万 | 0.74% | 281,735 | -2,493 | -0.9% | -$19.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,096.43万 | 0.71% | 132,660 | -3,231 | -2.4% | -$51.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,014.55万 | 0.68% | 121,534 | -18,619 | -13.3% | -$308.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,943.78万 | 0.66% | 33,461 | -6,333 | -15.9% | -$367.89万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,928.66万 | 0.65% | 244,041 | -2,652 | -1.1% | -$20.96万 | 减仓 |
| ABBV | ABBVIE INC | $1,863.85万 | 0.63% | 74,068 | -13,791 | -15.7% | -$347.04万 | 减仓 |
| IVV | 1ISHARES TR | $1,816.58万 | 0.62% | 24,257 | 200 | 0.8% | $14.98万 | 加仓 |
| MCD | MCDONALDS CORP | $1,808.48万 | 0.61% | 66,904 | -5,038 | -7.0% | -$136.18万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,796.60万 | 0.61% | 217,375 | 4,083 | 1.9% | $33.75万 | 加仓 |
| LIN | LINDE PLC | $1,763.46万 | 0.60% | 33,982 | -1,895 | -5.3% | -$98.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,699.97万 | 0.58% | 193,685 | -21,334 | -9.9% | -$187.25万 | 减仓 |
| IBDU | ISHARES TR | $1,657.84万 | 0.56% | 715,822 | 54,568 | 8.3% | $126.38万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,601.54万 | 0.54% | 36,959 | -2,492 | -6.3% | -$107.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,584.80万 | 0.54% | 38,130 | -2,810 | -6.9% | -$116.79万 | 减仓 |
| HD | HOME DEPOT INC | $1,584.17万 | 0.54% | 44,918 | -6,591 | -12.8% | -$232.45万 | 减仓 |
| IEMG | ISHARES INC | $1,570.13万 | 0.53% | 189,538 | 7,632 | 4.2% | $63.22万 | 加仓 |
| AMGN | AMGEN INC | $1,521.30万 | 0.52% | 42,011 | -5,935 | -12.4% | -$214.92万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,480.96万 | 0.50% | 316,376 | 14,218 | 4.7% | $66.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,442.65万 | 0.49% | 42,304 | -7,043 | -14.3% | -$240.18万 | 减仓 |
| IBDV | ISHARES TR | $1,424.50万 | 0.48% | 653,441 | 64,204 | 10.9% | $139.96万 | 加仓 |
| IBDS | ISHARES TR | $1,413.74万 | 0.48% | 583,708 | 3,959 | 0.7% | $9.59万 | 加仓 |
| TSLA | TESLA INC | $1,384.11万 | 0.47% | 32,908 | -2,728 | -7.7% | -$114.74万 | 减仓 |
| IWM | ISHARES TR | $1,366.69万 | 0.46% | 45,488 | 262 | 0.6% | $7.87万 | 加仓 |
| IWR | ISHARES TR | $1,347.68万 | 0.46% | 122,161 | 3,666 | 3.1% | $40.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,330.09万 | 0.45% | 73,522 | -6,395 | -8.0% | -$115.69万 | 减仓 |
| IBDT | ISHARES TR | $1,282.41万 | 0.44% | 507,886 | 10,017 | 2.0% | $25.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,206.38万 | 0.41% | 12,896 | -1,364 | -9.6% | -$127.60万 | 减仓 |
| KO | 1COCA COLA CO | $1,204.37万 | 0.41% | 148,194 | -11,296 | -7.1% | -$91.80万 | 减仓 |
| IWP | ISHARES TR | $1,159.52万 | 0.39% | 79,197 | 848 | 1.1% | $12.42万 | 加仓 |
| TJX | TJX COS INC NEW | $1,140.42万 | 0.39% | 75,275 | -7,661 | -9.2% | -$116.06万 | 减仓 |
| STIP | ISHARES TR | $1,134.49万 | 0.39% | 111,050 | 3,421 | 3.2% | $34.95万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,121.20万 | 0.38% | 464,458 | -1,565 | -0.3% | -$3.78万 | 减仓 |
| BLK | BLACKROCK INC | $1,112.04万 | 0.38% | 11,565 | -800 | -6.5% | -$76.92万 | 减仓 |
| IBDW | ISHARES TR | $1,083.94万 | 0.37% | 520,124 | 69,978 | 15.5% | $145.83万 | 加仓 |
| MS | MORGAN STANLEY | $1,061.78万 | 0.36% | 50,793 | 51 | 0.1% | $1.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,047.48万 | 0.36% | 37,249 | -7,424 | -16.6% | -$208.77万 | 减仓 |
| FNB | F N B CORP | $1,044.26万 | 0.35% | 547,307 | -3,060 | -0.6% | -$5.84万 | 减仓 |
| UNP | UNION PAC CORP | $1,028.60万 | 0.35% | 37,816 | -2,982 | -7.3% | -$81.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,017.04万 | 0.35% | 8,811 | 6,862 | 352.1% | $792.07万 | 加仓 |
| QCOM | QUALCOMM INC | $937.98万 | 0.32% | 50,759 | -8,476 | -14.3% | -$156.63万 | 减仓 |
| ORCL | ORACLE CORP | $932.03万 | 0.32% | 63,598 | -9,540 | -13.0% | -$139.81万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $898.24万 | 0.30% | 97,349 | -12,693 | -11.5% | -$117.12万 | 减仓 |
| EFA | ISHARES TR | $892.59万 | 0.30% | 85,925 | -414 | -0.5% | -$4.30万 | 减仓 |
| IBDR | ISHARES TR | $892.16万 | 0.30% | 368,206 | -53,742 | -12.7% | -$130.22万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $880.91万 | 0.30% | 119,999 | 113,604 | 1,776.5% | $833.97万 | 加仓 |
| ETN | EATON CORP PLC | $868.13万 | 0.29% | 20,373 | 3,815 | 23.0% | $162.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $839.80万 | 0.29% | 23,707 | -1,968 | -7.7% | -$69.71万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $826.58万 | 0.28% | 117,965 | -6,522 | -5.2% | -$45.70万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $823.41万 | 0.28% | 30,626 | -4,848 | -13.7% | -$130.34万 | 减仓 |
| MO | ALTRIA GROUP INC | $815.19万 | 0.28% | 113,299 | -70,055 | -38.2% | -$504.05万 | 减仓 |
| HON | HONEYWELL INTL INC | $813.81万 | 0.28% | 36,347 | -45,736 | -55.7% | -$1,024.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $805.60万 | 0.27% | 190,270 | -12,055 | -6.0% | -$51.04万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $803.56万 | 0.27% | 36,347 | 36,347 | — | $803.56万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $789.55万 | 0.27% | 30,316 | -1,388 | -4.4% | -$36.15万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $777.86万 | 0.26% | 56,857 | -3,288 | -5.5% | -$44.98万 | 减仓 |
| BAC | BANK OF AMER CORP | $777.24万 | 0.26% | 136,406 | -22,854 | -14.4% | -$130.22万 | 减仓 |
| EEM | ISHARES TR | $740.63万 | 0.25% | 108,264 | 2,439 | 2.3% | $16.69万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $736.41万 | 0.25% | 25,342 | -3,158 | -11.1% | -$91.77万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $733.04万 | 0.25% | 132,846 | 6,413 | 5.1% | $35.39万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $721.59万 | 0.24% | 30,375 | -13,455 | -30.7% | -$319.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $704.40万 | 0.24% | 48,036 | -6,335 | -11.7% | -$92.90万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $695.26万 | 0.24% | 39,898 | 394 | 1.0% | $6.87万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $645.63万 | 0.22% | 28,829 | -3,033 | -9.5% | -$67.92万 | 减仓 |
| GVI | ISHARES TR | $645.11万 | 0.22% | 60,805 | 2,041 | 3.5% | $21.65万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $637.73万 | 0.22% | 31,788 | -11,468 | -26.5% | -$230.07万 | 减仓 |
| EQIX | EQUINIX INC | $630.75万 | 0.21% | 6,051 | -751 | -11.0% | -$78.28万 | 减仓 |