First National Bank of Mount Dora, Trust Investment Services
MOUNT DORA FL · SEC CIK 0001423045
$4.63亿2026Q1 申报市值
126持仓数
29.6%前十大占比 · 第一大 4.0%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSX 新建仓+$845.47万
JIRE 新建仓+$838.48万
WELL 加仓+$606.59万
ANET 新建仓+$527.88万
TMUS 加仓+$325.44万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$505.74万
SHW 减仓-$483.10万
SPY 减仓-$403.28万
COST 减仓-$341.18万
NEE 减仓-$333.96万
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 |
|---|---|---|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -4,147 | -100.0% | -$36.85万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,356 | -100.0% | -$34.88万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -3,161 | -100.0% | -$31.89万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,632 | -100.0% | -$31.67万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -847 | -100.0% | -$24.45万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -3,234 | -100.0% | -$21.65万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -4,002 | -100.0% | -$21.59万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -348 | -100.0% | -$20.16万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $3.99万 | 0.01% | 15,300 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $14.85万 | 0.03% | 10,399 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENGY INFRSTR & INC | $18.39万 | 0.04% | 17,500 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $18.97万 | 0.04% | 16,600 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $21.03万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $21.26万 | 0.05% | 17,641 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $22.03万 | 0.05% | 1,948 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $22.67万 | 0.05% | 3,178 | -2,026 | -38.9% | -$14.45万 | 减仓 |
| COP | CONOCOPHILLIPS | $23.09万 | 0.05% | 1,749 | -1,107 | -38.8% | -$14.61万 | 减仓 |
| SLV | ISHARES SILVER TR | $23.61万 | 0.05% | 3,465 | 3,465 | — | $23.61万 | 新建仓 |
| LOW | LOWES COS INC | $23.82万 | 0.05% | 1,008 | -157 | -13.5% | -$3.71万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $24.39万 | 0.05% | 4,892 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.79万 | 0.05% | 3,195 | -309 | -8.8% | -$2.40万 | 减仓 |
| PCAR | PACCAR INC | $26.67万 | 0.06% | 2,309 | -5,304 | -69.7% | -$61.26万 | 减仓 |
| F | FORD MTR CO | $26.83万 | 0.06% | 23,250 | 23,250 | — | $26.83万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $27.16万 | 0.06% | 1,949 | -1,358 | -41.1% | -$18.93万 | 减仓 |
| — | ELECTRONIC ARTS INC | $27.40万 | 0.06% | 1,344 | -539 | -28.6% | -$10.99万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $27.86万 | 0.06% | 9,000 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $29.24万 | 0.06% | 9,653 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $30.62万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.95万 | 0.07% | 1,146 | -595 | -34.2% | -$17.11万 | 减仓 |
| TSLA | TESLA INC | $34.87万 | 0.08% | 938 | -8 | -0.8% | -$2,974 | 减仓 |
| SJM | SMUCKER J M CO | $37.24万 | 0.08% | 3,862 | 3,862 | — | $37.24万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $38.52万 | 0.08% | 1,326 | -512 | -27.9% | -$14.87万 | 减仓 |
| VO | VANGUARD INDEX FDS | $39.66万 | 0.09% | 1,381 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $40.71万 | 0.09% | 3,432 | 3,432 | — | $40.71万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $42.93万 | 0.09% | 1,639 | -9 | -0.5% | -$2,357 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $43.20万 | 0.09% | 29,246 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $43.40万 | 0.09% | 8,646 | -3,378 | -28.1% | -$16.96万 | 减仓 |
| GLD | SPDR GOLD TR | $44.10万 | 0.10% | 1,025 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $44.20万 | 0.10% | 15,200 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $45.11万 | 0.10% | 2,905 | 23 | 0.8% | $3,572 | 加仓 |
| VXF | VANGUARD INDEX FDS | $45.85万 | 0.10% | 2,228 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $49.34万 | 0.11% | 6,273 | -2,661 | -29.8% | -$20.93万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $50.67万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $53.13万 | 0.11% | 2,708 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $57.90万 | 0.13% | 2,371 | -85 | -3.5% | -$2.08万 | 减仓 |
| EQIX | EQUINIX INC | $59.11万 | 0.13% | 603 | -256 | -29.8% | -$25.09万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $64.81万 | 0.14% | 35,964 | -10,038 | -21.8% | -$18.09万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $67.36万 | 0.15% | 7,148 | 0 | 0.0% | — | 不变 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $68.86万 | 0.15% | 27,800 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $69.32万 | 0.15% | 5,126 | -1,223 | -19.3% | -$16.54万 | 减仓 |
| WPC | WP CAREY INC | $70.00万 | 0.15% | 10,300 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $70.78万 | 0.15% | 3,669 | -432 | -10.5% | -$8.33万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $74.81万 | 0.16% | 1,252 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $79.04万 | 0.17% | 1,210 | -89 | -6.9% | -$5.81万 | 减仓 |
| MRK | MERCK & CO INC | $79.87万 | 0.17% | 6,640 | -2,433 | -26.8% | -$29.27万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $80.55万 | 0.17% | 2,513 | -15,071 | -85.7% | -$483.10万 | 减仓 |
| KO | COCA COLA CO | $85.47万 | 0.18% | 11,239 | 1,574 | 16.3% | $11.97万 | 加仓 |
| C | CITIGROUP INC | $85.89万 | 0.19% | 7,573 | -2,369 | -23.8% | -$26.87万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $85.89万 | 0.19% | 9,709 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $86.55万 | 0.19% | 4,183 | -1,072 | -20.4% | -$22.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $90.10万 | 0.19% | 1,065 | -207 | -16.3% | -$17.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $90.44万 | 0.20% | 6,107 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $94.14万 | 0.20% | 7,451 | -1,652 | -18.1% | -$20.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $103.74万 | 0.22% | 7,806 | -2,122 | -21.4% | -$28.20万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $104.49万 | 0.23% | 13,551 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $109.45万 | 0.24% | 4,205 | -1,853 | -30.6% | -$48.23万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $110.77万 | 0.24% | 1,796 | -32 | -1.8% | -$1.97万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $112.88万 | 0.24% | 5,196 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $119.93万 | 0.26% | 6,583 | -1,310 | -16.6% | -$23.87万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $141.16万 | 0.31% | 10,769 | -1,462 | -12.0% | -$19.16万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $146.94万 | 0.32% | 7,974 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $151.57万 | 0.33% | 16,319 | -35,956 | -68.8% | -$333.96万 | 减仓 |
| MUB | ISHARES TR | $159.99万 | 0.35% | 15,072 | 813 | 5.7% | $8.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $177.81万 | 0.38% | 7,274 | -2,499 | -25.6% | -$61.09万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $208.49万 | 0.45% | 83,063 | 1,124 | 1.4% | $2.82万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $217.82万 | 0.47% | 6,311 | -1,879 | -22.9% | -$64.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $252.96万 | 0.55% | 82,452 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $293.91万 | 0.64% | 17,377 | 2,887 | 19.9% | $48.83万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $294.06万 | 0.64% | 13,426 | 13,426 | — | $294.06万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $310.28万 | 0.67% | 6,475 | -284 | -4.2% | -$13.61万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $322.00万 | 0.70% | 7,211 | 999 | 16.1% | $44.61万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $343.57万 | 0.74% | 7,260 | 4,644 | 177.5% | $219.77万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $353.87万 | 0.76% | 12,672 | 5,396 | 74.2% | $150.68万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $369.82万 | 0.80% | 37,591 | -27,058 | -41.9% | -$266.20万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $380.52万 | 0.82% | 19,827 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $382.48万 | 0.83% | 18,447 | 2,174 | 13.4% | $45.08万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $392.00万 | 0.85% | 22,600 | -3,681 | -14.0% | -$63.85万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $392.70万 | 0.85% | 136,782 | 9,976 | 7.9% | $28.64万 | 加仓 |
| WMB | WILLIAMS COS INC | $396.46万 | 0.86% | 54,474 | -10,527 | -16.2% | -$76.62万 | 减仓 |
| — | THOMSON REUTERS CORP | $412.50万 | 0.89% | 45,844 | 5,094 | 12.5% | $45.84万 | 加仓 |
| — | HONEYWELL INTL INC | $416.78万 | 0.90% | 18,439 | -1,045 | -5.4% | -$23.62万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $426.35万 | 0.92% | 27,108 | 1,360 | 5.3% | $21.39万 | 加仓 |
| HD | HOME DEPOT INC | $428.41万 | 0.93% | 13,026 | -1,420 | -9.8% | -$46.70万 | 减仓 |
| VLO | VALERO ENERGY CORP | $443.61万 | 0.96% | 17,954 | 12,750 | 245.0% | $315.03万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $446.34万 | 0.96% | 7,385 | -1,046 | -12.4% | -$63.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $447.69万 | 0.97% | 13,955 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $470.92万 | 1.02% | 32,603 | -12,160 | -27.2% | -$175.64万 | 减仓 |
| V | VISA INC | $477.18万 | 1.03% | 15,788 | -158 | -1.0% | -$4.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $481.43万 | 1.04% | 22,386 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $512.91万 | 1.11% | 24,627 | -839 | -3.3% | -$17.47万 | 减仓 |