13F 机构持仓

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

NEWTOWN PA · SEC CIK 0001339908

2026Q22026Q1 更早 9 个季度 🔒
$4.64亿2026Q1 申报市值
142持仓数
61.3%前十大占比 · 第一大 24.1%
8 / 4新建仓 / 清仓
申报市值走势$4.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 24.1%
VCSH 8.9%
AAPL 6.3%
DVY 4.9%
BIV 4.9%
IEFA 4.3%
JNJ 2.4%
MSFT 2.1%
TIP 1.7%
BINC 1.7%

2026Q1 买入最多 按季末市值估算

BINC 加仓+$326.22万
IVV 加仓+$122.35万
IWD 新建仓+$63.50万
VTV 新建仓+$34.90万
IWF 加仓+$28.99万

2026Q1 卖出最多 按季末市值估算

VTI 减仓-$2,682.72万
VCSH 减仓-$746.34万
AAPL 减仓-$599.07万
NVDA 减仓-$590.78万
IEFA 减仓-$355.07万

2026Q1 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
— DUPONT DE NEMOURS INC. $42.51万0.09%9,284 -1,015-9.9% -$4.65万 减仓
SSO PROSHARES ULTRA S & P 500 EFT $41.82万0.09%8,060 00.0% — 不变
META META PLATFORMS INC $41.19万0.09%720 233.3% $1.32万 加仓
AME AMETEK INC NEW COM $40.73万0.09%1,900 00.0% — 不变
EXC EXELON CORP $39.56万0.09%8,070 00.0% — 不变
MFC MANULIFE FINANCIAL $35.48万0.08%10,306 -586-5.4% -$2.02万 减仓
XEL XCEL ENERGY INC COM $35.15万0.08%4,425 -1,179-21.0% -$9.37万 减仓
VTV VANGUARD VALUE ETF $34.90万0.08%1,779 1,779— $34.90万 新建仓
D DOMINION ENERGY INC NPV $34.69万0.07%5,613 00.0% — 不变
EFA I SHARES MSCI EAFE ETF $34.40万0.07%3,542 00.0% — 不变
HSY THE HERSHEY COMPANY COM $32.24万0.07%1,551 -365-19.1% -$7.59万 减仓
CMCSA COMCAST CORP CLASS A $31.36万0.07%10,926 -3,228-22.8% -$9.26万 减仓
ITW ILLINOIS TOOL WKS INC COM $30.04万0.06%1,154 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $29.98万0.06%3,938 -924-19.0% -$7.04万 减仓
SO SOUTHERN CO COM $28.87万0.06%2,991 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE CO $27.43万0.06%11,524 -1,666-12.6% -$3.97万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $27.41万0.06%3,386 -936-21.7% -$7.58万 减仓
JCI JOHNSON CONTROLS INTERNATIONAL PLC $27.21万0.06%2,078 -257-11.0% -$3.37万 减仓
XLE STATE STREET ENERGY SELECT SEC SPDR ETF $26.95万0.06%4,400 4,400— $26.95万 新建仓
YUMC YUM CHINA HOLDINGS INC $26.45万0.06%5,424 -1,320-19.6% -$6.44万 减仓
LOW LOWES COS INC COM $26.44万0.06%1,119 -390-25.8% -$9.21万 减仓
ICVT I SHRS CONVERTIBLE BOND ETF $25.80万0.06%2,535 00.0% — 不变
DOW DOW HOLDINGS INC $25.72万0.06%6,176 -3,135-33.7% -$13.06万 重新持有
WM WASTE MANAGEMENT INC NEW $25.69万0.06%1,118 504.7% $1.15万 加仓
ALL ALLSTATE CORP COM $25.48万0.05%1,229 -96-7.2% -$1.99万 减仓
BA BOEING CO COM $25.44万0.05%1,278 00.0% — 不变
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND - ETF $25.11万0.05%3,257 44015.6% $3.39万 加仓
HPQ H P INC $24.70万0.05%12,864 -328-2.5% -$6,298 减仓
XLV STATE STREET HEALTH CARE SELECT SEC SPDR ETF $24.31万0.05%1,658 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL INC $22.92万0.05%3,978 -1,689-29.8% -$9.73万 减仓
CL COLGATE PALMOLIVE CO COM $22.81万0.05%2,677 -2,000-42.8% -$17.04万 减仓
GLD SPDR GOLD TRUST $22.68万0.05%527 527— $22.68万 新建仓
XLF STATE STREET FINANCIAL SELECT SEC SPDR ETF $22.46万0.05%4,551 00.0% — 不变
DYNF I SHRS US E F R A ETF-USD INC $21.79万0.05%3,745 3,745— $21.79万 新建仓
SPY STATE STREET SPDR S & P 500 ETF TRUST $21.79万0.05%335 00.0% — 不变
PHYL PGIM ACTIVE HIGH YIELD BOND $21.60万0.05%6,236 6,236— $21.60万 新建仓
GD GENERAL DYNAMICS CORP $21.38万0.05%623 00.0% — 不变
NXP NUVEEN SELECT TAX-FREE INCOME PORTFOLIO $20.74万0.04%14,450 00.0% — 不变
TM TOYOTA MOTOR CORP $20.61万0.04%1,000 00.0% — 不变
DVN DEVON ENERGY CORP NEW $20.17万0.04%4,009 4,009— $20.17万 新建仓
MPC MARATHON PETROLEUM CORP $20.02万0.04%820 820— $20.02万 新建仓
AQST AQUESTIVE THERAPEUTICS INC $6.22万0.01%15,000 00.0% — 不变
CI THE CIGNA GROUP $00.00%0 -1,361-100.0% -$37.46万 清仓
MCO MOODYS CORP $00.00%0 -600-100.0% -$30.65万 清仓
FISV FISERV INC COM $00.00%0 -4,280-100.0% -$28.75万 清仓
V VISA INC. $00.00%0 —— — 申报中断
PANW PALO ALTO NETWORKS INC $00.00%0 —— — 申报中断
GIS GENERAL MLS INC COM $00.00%0 -4,383-100.0% -$20.38万 清仓