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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $527.88万 | 1.14% | 42,994 | 42,994 | — | $527.88万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $531.55万 | 1.15% | 12,497 | -2,298 | -15.5% | -$97.74万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $538.14万 | 1.16% | 58,297 | 12,316 | 26.8% | $113.69万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $553.20万 | 1.20% | 68,339 | -1,734 | -2.5% | -$14.04万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $596.71万 | 1.29% | 13,750 | 3,665 | 36.3% | $159.05万 | 加仓 |
| ADBE | ADOBE INC | $606.46万 | 1.31% | 24,949 | 6,102 | 32.4% | $148.33万 | 加仓 |
| MCD | MCDONALDS CORP | $612.26万 | 1.32% | 19,700 | -4,343 | -18.1% | -$134.98万 | 减仓 |
| WELL | WELLTOWER INC | $653.75万 | 1.41% | 33,066 | 30,681 | 1,286.4% | $606.59万 | 加仓 |
| ORCL | ORACLE CORP | $703.83万 | 1.52% | 47,844 | 11,356 | 31.1% | $167.06万 | 加仓 |
| PGR | PROGRESSIVE CORP | $728.55万 | 1.57% | 36,751 | 10,879 | 42.0% | $215.67万 | 加仓 |
| WM | WASTE MGMT INC DEL | $749.74万 | 1.62% | 32,627 | 12,787 | 64.5% | $293.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $805.39万 | 1.74% | 23,564 | -6,666 | -22.1% | -$227.84万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $838.48万 | 1.81% | 110,705 | 110,705 | — | $838.48万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $845.47万 | 1.83% | 134,736 | 134,736 | — | $845.47万 | 新建仓 |
| LIN | LINDE PLC | $849.53万 | 1.84% | 17,136 | 1,348 | 8.5% | $66.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $864.30万 | 1.87% | 349,213 | -76,491 | -18.0% | -$189.32万 | 减仓 |
| DE | DEERE & CO | $868.05万 | 1.88% | 15,410 | -462 | -2.9% | -$26.02万 | 减仓 |
| FTNT | FORTINET INC | $901.83万 | 1.95% | 110,356 | 23,499 | 27.1% | $192.03万 | 加仓 |
| ABBV | ABBVIE INC | $929.14万 | 2.01% | 42,721 | -2,870 | -6.3% | -$62.42万 | 减仓 |
| TXN | TEXAS INSTRS INC | $931.85万 | 2.01% | 47,999 | 38 | 0.1% | $7,377 | 加仓 |
| META | META PLATFORMS INC | $935.26万 | 2.02% | 16,347 | 4,345 | 36.2% | $248.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,012.12万 | 2.19% | 27,342 | 35 | 0.1% | $1.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,028.51万 | 2.22% | 10,322 | -3,424 | -24.9% | -$341.18万 | 减仓 |
| WMT | WALMART INC | $1,043.42万 | 2.25% | 83,957 | -14,471 | -14.7% | -$179.85万 | 减仓 |
| GOOG | ALPHABET INC | $1,055.73万 | 2.28% | 36,803 | -3,128 | -7.8% | -$89.73万 | 减仓 |
| LLY | ELI LILLY & CO | $1,144.19万 | 2.47% | 12,440 | -3,363 | -21.3% | -$309.32万 | 减仓 |
| TJX | TJX COS INC NEW | $1,148.58万 | 2.48% | 71,921 | -810 | -1.1% | -$12.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,212.47万 | 2.62% | 41,218 | 6,492 | 18.7% | $190.97万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,259.30万 | 2.72% | 59,958 | 15,495 | 34.8% | $325.44万 | 加仓 |
| AVGO | BROADCOM INC | $1,278.80万 | 2.76% | 41,317 | -5,448 | -11.6% | -$168.62万 | 减仓 |
| — | EXXON MOBIL CORP | $1,321.84万 | 2.86% | 77,911 | -29,809 | -27.7% | -$505.74万 | 减仓 |
| AAPL | APPLE INC | $1,663.21万 | 3.59% | 65,535 | -5,054 | -7.2% | -$128.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,761.49万 | 3.81% | 101,003 | -11,077 | -9.9% | -$193.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,857.44万 | 4.01% | 28,561 | -6,201 | -17.8% | -$403.28万 | 减仓 |