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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| NVDA | NVIDIA CORPORATION | $1,761.49万 | 3.81% | 101,003 | -11,077 | -9.9% | -$193.18万 | 减仓 |
| AAPL | APPLE INC | $1,663.21万 | 3.59% | 65,535 | -5,054 | -7.2% | -$128.27万 | 减仓 |
| — | EXXON MOBIL CORP | $1,321.84万 | 2.86% | 77,911 | -29,809 | -27.7% | -$505.74万 | 减仓 |
| AVGO | BROADCOM INC | $1,278.80万 | 2.76% | 41,317 | -5,448 | -11.6% | -$168.62万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,259.30万 | 2.72% | 59,958 | 15,495 | 34.8% | $325.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,212.47万 | 2.62% | 41,218 | 6,492 | 18.7% | $190.97万 | 加仓 |
| TJX | TJX COS INC NEW | $1,148.58万 | 2.48% | 71,921 | -810 | -1.1% | -$12.94万 | 减仓 |
| LLY | ELI LILLY & CO | $1,144.19万 | 2.47% | 12,440 | -3,363 | -21.3% | -$309.32万 | 减仓 |
| GOOG | ALPHABET INC | $1,055.73万 | 2.28% | 36,803 | -3,128 | -7.8% | -$89.73万 | 减仓 |
| WMT | WALMART INC | $1,043.42万 | 2.25% | 83,957 | -14,471 | -14.7% | -$179.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,028.51万 | 2.22% | 10,322 | -3,424 | -24.9% | -$341.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,012.12万 | 2.19% | 27,342 | 35 | 0.1% | $1.30万 | 加仓 |
| META | META PLATFORMS INC | $935.26万 | 2.02% | 16,347 | 4,345 | 36.2% | $248.59万 | 加仓 |
| TXN | TEXAS INSTRS INC | $931.85万 | 2.01% | 47,999 | 38 | 0.1% | $7,377 | 加仓 |
| ABBV | ABBVIE INC | $929.14万 | 2.01% | 42,721 | -2,870 | -6.3% | -$62.42万 | 减仓 |
| FTNT | FORTINET INC | $901.83万 | 1.95% | 110,356 | 23,499 | 27.1% | $192.03万 | 加仓 |
| DE | DEERE & CO | $868.05万 | 1.88% | 15,410 | -462 | -2.9% | -$26.02万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $864.30万 | 1.87% | 349,213 | -76,491 | -18.0% | -$189.32万 | 减仓 |
| LIN | LINDE PLC | $849.53万 | 1.84% | 17,136 | 1,348 | 8.5% | $66.83万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $845.47万 | 1.83% | 134,736 | 134,736 | — | $845.47万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $838.48万 | 1.81% | 110,705 | 110,705 | — | $838.48万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $805.39万 | 1.74% | 23,564 | -6,666 | -22.1% | -$227.84万 | 减仓 |
| WM | WASTE MGMT INC DEL | $749.74万 | 1.62% | 32,627 | 12,787 | 64.5% | $293.83万 | 加仓 |
| PGR | PROGRESSIVE CORP | $728.55万 | 1.57% | 36,751 | 10,879 | 42.0% | $215.67万 | 加仓 |
| ORCL | ORACLE CORP | $703.83万 | 1.52% | 47,844 | 11,356 | 31.1% | $167.06万 | 加仓 |
| WELL | WELLTOWER INC | $653.75万 | 1.41% | 33,066 | 30,681 | 1,286.4% | $606.59万 | 加仓 |
| MCD | MCDONALDS CORP | $612.26万 | 1.32% | 19,700 | -4,343 | -18.1% | -$134.98万 | 减仓 |
| ADBE | ADOBE INC | $606.46万 | 1.31% | 24,949 | 6,102 | 32.4% | $148.33万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $596.71万 | 1.29% | 13,750 | 3,665 | 36.3% | $159.05万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $553.20万 | 1.20% | 68,339 | -1,734 | -2.5% | -$14.04万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $538.14万 | 1.16% | 58,297 | 12,316 | 26.8% | $113.69万 | 加仓 |
| SPGI | S&P GLOBAL INC | $531.55万 | 1.15% | 12,497 | -2,298 | -15.5% | -$97.74万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $527.88万 | 1.14% | 42,994 | 42,994 | — | $527.88万 | 新建仓 |
| AMZN | AMAZON COM INC | $512.91万 | 1.11% | 24,627 | -839 | -3.3% | -$17.47万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $481.43万 | 1.04% | 22,386 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $477.18万 | 1.03% | 15,788 | -158 | -1.0% | -$4.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $470.92万 | 1.02% | 32,603 | -12,160 | -27.2% | -$175.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $447.69万 | 0.97% | 13,955 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $446.34万 | 0.96% | 7,385 | -1,046 | -12.4% | -$63.22万 | 减仓 |
| VLO | VALERO ENERGY CORP | $443.61万 | 0.96% | 17,954 | 12,750 | 245.0% | $315.03万 | 加仓 |
| HD | HOME DEPOT INC | $428.41万 | 0.93% | 13,026 | -1,420 | -9.8% | -$46.70万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $426.35万 | 0.92% | 27,108 | 1,360 | 5.3% | $21.39万 | 加仓 |
| — | HONEYWELL INTL INC | $416.78万 | 0.90% | 18,439 | -1,045 | -5.4% | -$23.62万 | 减仓 |
| — | THOMSON REUTERS CORP | $412.50万 | 0.89% | 45,844 | 5,094 | 12.5% | $45.84万 | 加仓 |
| WMB | WILLIAMS COS INC | $396.46万 | 0.86% | 54,474 | -10,527 | -16.2% | -$76.62万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $392.70万 | 0.85% | 136,782 | 9,976 | 7.9% | $28.64万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $392.00万 | 0.85% | 22,600 | -3,681 | -14.0% | -$63.85万 | 减仓 |
| ALL | ALLSTATE CORP | $382.48万 | 0.83% | 18,447 | 2,174 | 13.4% | $45.08万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $380.52万 | 0.82% | 19,827 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $369.82万 | 0.80% | 37,591 | -27,058 | -41.9% | -$266.20万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $353.87万 | 0.76% | 12,672 | 5,396 | 74.2% | $150.68万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $343.57万 | 0.74% | 7,260 | 4,644 | 177.5% | $219.77万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $322.00万 | 0.70% | 7,211 | 999 | 16.1% | $44.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $310.28万 | 0.67% | 6,475 | -284 | -4.2% | -$13.61万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $294.06万 | 0.64% | 13,426 | 13,426 | — | $294.06万 | 新建仓 |
| CTAS | CINTAS CORP | $293.91万 | 0.64% | 17,377 | 2,887 | 19.9% | $48.83万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $252.96万 | 0.55% | 82,452 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $217.82万 | 0.47% | 6,311 | -1,879 | -22.9% | -$64.85万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $208.49万 | 0.45% | 83,063 | 1,124 | 1.4% | $2.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $177.81万 | 0.38% | 7,274 | -2,499 | -25.6% | -$61.09万 | 减仓 |
| MUB | ISHARES TR | $159.99万 | 0.35% | 15,072 | 813 | 5.7% | $8.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $151.57万 | 0.33% | 16,319 | -35,956 | -68.8% | -$333.96万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $146.94万 | 0.32% | 7,974 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $141.16万 | 0.31% | 10,769 | -1,462 | -12.0% | -$19.16万 | 减仓 |
| PSX | PHILLIPS 66 | $119.93万 | 0.26% | 6,583 | -1,310 | -16.6% | -$23.87万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $112.88万 | 0.24% | 5,196 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $110.77万 | 0.24% | 1,796 | -32 | -1.8% | -$1.97万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $109.45万 | 0.24% | 4,205 | -1,853 | -30.6% | -$48.23万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $104.49万 | 0.23% | 13,551 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $103.74万 | 0.22% | 7,806 | -2,122 | -21.4% | -$28.20万 | 减仓 |
| APH | AMPHENOL CORP | $94.14万 | 0.20% | 7,451 | -1,652 | -18.1% | -$20.87万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $90.44万 | 0.20% | 6,107 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $90.10万 | 0.19% | 1,065 | -207 | -16.3% | -$17.51万 | 减仓 |
| CVX | CHEVRON CORPORATION | $86.55万 | 0.19% | 4,183 | -1,072 | -20.4% | -$22.18万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $85.89万 | 0.19% | 9,709 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $85.89万 | 0.19% | 7,573 | -2,369 | -23.8% | -$26.87万 | 减仓 |
| KO | COCA COLA CO | $85.47万 | 0.18% | 11,239 | 1,574 | 16.3% | $11.97万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $80.55万 | 0.17% | 2,513 | -15,071 | -85.7% | -$483.10万 | 减仓 |
| MRK | MERCK & CO INC | $79.87万 | 0.17% | 6,640 | -2,433 | -26.8% | -$29.27万 | 减仓 |
| IVV | ISHARES TR | $79.04万 | 0.17% | 1,210 | -89 | -6.9% | -$5.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $74.81万 | 0.16% | 1,252 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $70.78万 | 0.15% | 3,669 | -432 | -10.5% | -$8.33万 | 减仓 |
| WPC | WP CAREY INC | $70.00万 | 0.15% | 10,300 | 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 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $68.86万 | 0.15% | 27,800 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $67.36万 | 0.15% | 7,148 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $64.81万 | 0.14% | 35,964 | -10,038 | -21.8% | -$18.09万 | 减仓 |
| EQIX | EQUINIX INC | $59.11万 | 0.13% | 603 | -256 | -29.8% | -$25.09万 | 减仓 |
| MPC | MARATHON PETE CORP | $57.90万 | 0.13% | 2,371 | -85 | -3.5% | -$2.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $53.13万 | 0.11% | 2,708 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $50.67万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $49.34万 | 0.11% | 6,273 | -2,661 | -29.8% | -$20.93万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $45.85万 | 0.10% | 2,228 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $45.11万 | 0.10% | 2,905 | 23 | 0.8% | $3,572 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.20万 | 0.10% | 15,200 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $44.10万 | 0.10% | 1,025 | 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 |
| HTGC | HERCULES CAPITAL INC | $43.20万 | 0.09% | 29,246 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $42.93万 | 0.09% | 1,639 | -9 | -0.5% | -$2,357 | 减仓 |