First National Bank of Mount Dora, Trust Investment Services
MOUNT DORA FL · SEC CIK 0001423045
$4.99亿2026Q2 申报市值
126持仓数
33.0%前十大占比 · 第一大 4.9%
3 / 3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
SPY 加仓+$292.81万
HONA 新建仓+$203.32万
JIRE 加仓+$44.26万
BSX 加仓+$25.01万
SCHV 新建仓+$21.93万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$216.92万
FTNT 减仓-$71.99万
NVDA 减仓-$70.83万
AMAT 减仓-$63.19万
AVGO 减仓-$52.32万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $578.62万 | 1.16% | 24,277 | -350 | -1.4% | -$8.34万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $600.06万 | 1.20% | 140,595 | 5,859 | 4.3% | $25.01万 | 加仓 |
| ORCL | ORACLE CORP | $685.17万 | 1.37% | 46,753 | -1,091 | -2.3% | -$15.99万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $729.28万 | 1.46% | 42,929 | -65 | -0.2% | -$1.10万 | 减仓 |
| WM | WASTE MGMT INC DEL | $729.49万 | 1.46% | 32,730 | 103 | 0.3% | $2.30万 | 加仓 |
| WELL | WELLTOWER INC | $746.23万 | 1.49% | 32,878 | -188 | -0.6% | -$4.27万 | 减仓 |
| PGR | PROGRESSIVE CORP | $801.78万 | 1.61% | 36,703 | -48 | -0.1% | -$1.05万 | 减仓 |
| LIN | LINDE PLC | $877.37万 | 1.76% | 16,907 | -229 | -1.3% | -$11.88万 | 减仓 |
| META | META PLATFORMS INC | $923.06万 | 1.85% | 16,387 | 40 | 0.2% | $2.25万 | 加仓 |
| WMT | WALMART INC | $931.80万 | 1.87% | 82,271 | -1,686 | -2.0% | -$19.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $943.51万 | 1.89% | 10,086 | -236 | -2.3% | -$22.08万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $957.47万 | 1.92% | 116,071 | 5,366 | 4.8% | $44.26万 | 加仓 |
| DE | DEERE & CO | $962.85万 | 1.93% | 15,179 | -231 | -1.5% | -$14.65万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $968.18万 | 1.94% | 349,524 | 311 | 0.1% | $8,615 | 加仓 |
| TMUS | T-MOBILE US INC | $999.05万 | 2.00% | 59,563 | -395 | -0.7% | -$6.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,012.56万 | 2.03% | 27,145 | -197 | -0.7% | -$7.35万 | 减仓 |
| — | EXXON MOBIL CORP | $1,040.10万 | 2.08% | 76,075 | -1,836 | -2.4% | -$25.10万 | 减仓 |
| ABBV | ABBVIE INC | $1,065.42万 | 2.13% | 42,339 | -382 | -0.9% | -$9.61万 | 减仓 |
| TJX | TJX COS INC NEW | $1,080.54万 | 2.16% | 71,323 | -598 | -0.8% | -$9.06万 | 减仓 |
| GOOG | ALPHABET INC | $1,268.14万 | 2.54% | 35,891 | -912 | -2.5% | -$32.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,342.38万 | 2.69% | 41,010 | -208 | -0.5% | -$6.81万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,393.36万 | 2.79% | 46,746 | -1,253 | -2.6% | -$37.35万 | 减仓 |
| LLY | ELI LILLY & CO | $1,482.86万 | 2.97% | 12,363 | -77 | -0.6% | -$9.24万 | 减仓 |
| AVGO | BROADCOM INC | $1,508.43万 | 3.02% | 39,932 | -1,385 | -3.4% | -$52.32万 | 减仓 |
| FTNT | FORTINET INC | $1,623.30万 | 3.25% | 105,670 | -4,686 | -4.2% | -$71.99万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,640.49万 | 3.29% | 22,690 | -874 | -3.7% | -$63.19万 | 减仓 |
| AAPL | APPLE INC | $1,849.13万 | 3.70% | 63,904 | -1,631 | -2.5% | -$47.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,950.14万 | 3.91% | 97,463 | -3,540 | -3.5% | -$70.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,425.66万 | 4.86% | 32,482 | 3,921 | 13.7% | $292.81万 | 加仓 |