13F 机构持仓

First National Bank of Mount Dora, Trust Investment Services

MOUNT DORA FL · SEC CIK 0001423045

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.99亿2026Q2
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

SPY 4.9%
NVDA 3.9%
AAPL 3.7%
AMAT 3.3%
FTNT 3.3%
AVGO 3.0%
LLY 3.0%
TXN 2.8%
JPM 2.7%
GOOG 2.5%

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
SPY STATE STR SPDR S&P 500 ETF T $2,425.66万4.86%32,482 3,92113.7% $292.81万 加仓
NVDA NVIDIA CORPORATION $1,950.14万3.91%97,463 -3,540-3.5% -$70.83万 减仓
AAPL APPLE INC $1,849.13万3.70%63,904 -1,631-2.5% -$47.19万 减仓
AMAT APPLIED MATLS INC $1,640.49万3.29%22,690 -874-3.7% -$63.19万 减仓
FTNT FORTINET INC $1,623.30万3.25%105,670 -4,686-4.2% -$71.99万 减仓
AVGO BROADCOM INC $1,508.43万3.02%39,932 -1,385-3.4% -$52.32万 减仓
LLY ELI LILLY & CO $1,482.86万2.97%12,363 -77-0.6% -$9.24万 减仓
TXN TEXAS INSTRS INC $1,393.36万2.79%46,746 -1,253-2.6% -$37.35万 减仓
JPM JPMORGAN CHASE & CO $1,342.38万2.69%41,010 -208-0.5% -$6.81万 减仓
GOOG ALPHABET INC $1,268.14万2.54%35,891 -912-2.5% -$32.22万 减仓
TJX TJX COS INC NEW $1,080.54万2.16%71,323 -598-0.8% -$9.06万 减仓
ABBV ABBVIE INC $1,065.42万2.13%42,339 -382-0.9% -$9.61万 减仓
— EXXON MOBIL CORP $1,040.10万2.08%76,075 -1,836-2.4% -$25.10万 减仓
MSFT MICROSOFT CORP $1,012.56万2.03%27,145 -197-0.7% -$7.35万 减仓
TMUS T-MOBILE US INC $999.05万2.00%59,563 -395-0.7% -$6.63万 减仓
SCHF SCHWAB STRATEGIC TR $968.18万1.94%349,524 3110.1% $8,615 加仓
DE DEERE & CO $962.85万1.93%15,179 -231-1.5% -$14.65万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $957.47万1.92%116,071 5,3664.8% $44.26万 加仓
COST COSTCO WHOLESALE CORPORATION $943.51万1.89%10,086 -236-2.3% -$22.08万 减仓
WMT WALMART INC $931.80万1.87%82,271 -1,686-2.0% -$19.10万 减仓
META META PLATFORMS INC $923.06万1.85%16,387 400.2% $2.25万 加仓
LIN LINDE PLC $877.37万1.76%16,907 -229-1.3% -$11.88万 减仓
PGR PROGRESSIVE CORP $801.78万1.61%36,703 -48-0.1% -$1.05万 减仓
WELL WELLTOWER INC $746.23万1.49%32,878 -188-0.6% -$4.27万 减仓
WM WASTE MGMT INC DEL $729.49万1.46%32,730 1030.3% $2.30万 加仓
ANET ARISTA NETWORKS INC $729.28万1.46%42,929 -65-0.2% -$1.10万 减仓
ORCL ORACLE CORP $685.17万1.37%46,753 -1,091-2.3% -$15.99万 减仓
BSX BOSTON SCIENTIFIC CORP $600.06万1.20%140,595 5,8594.3% $25.01万 加仓
AMZN AMAZON COM INC $578.62万1.16%24,277 -350-1.4% -$8.34万 减仓
MSI MOTOROLA SOLUTIONS INC $566.46万1.13%13,640 -110-0.8% -$4.57万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $553.02万1.11%68,139 -200-0.3% -$1.62万 减仓
ORLY OREILLY AUTOMOTIVE INC $536.07万1.07%58,211 -86-0.1% -$7,920 减仓
V VISA INC $532.48万1.07%15,520 -268-1.7% -$9.19万 减仓
MCD MCDONALDS CORP $530.94万1.06%19,642 -58-0.3% -$1.57万 减仓
VIG VANGUARD SPECIALIZED FUNDS $529.70万1.06%22,386 00.0% — 不变
VTI VANGUARD INDEX FDS $516.39万1.03%13,955 00.0% — 不变
ADBE ADOBE INC $506.15万1.01%24,688 -261-1.0% -$5.35万 减仓
SPGI S&P GLOBAL INC $504.76万1.01%12,394 -103-0.8% -$4.19万 减仓
PG PROCTER & GAMBLE CO $469.94万0.94%32,047 -556-1.7% -$8.15万 减仓
VLO VALERO ENERGY CORP $462.10万0.93%17,743 -211-1.2% -$5.50万 减仓
HD HOME DEPOT INC $462.01万0.93%13,100 740.6% $2.61万 加仓
ALL ALLSTATE CORP $433.65万0.87%18,225 -222-1.2% -$5.28万 减仓
RSP INVESCO EXCHANGE TRADED FD T $421.86万0.84%19,827 00.0% — 不变
UPS UNITED PARCEL SVCS INC $402.74万0.81%37,464 -127-0.3% -$1.37万 减仓
WMB WILLIAMS COS INC $399.02万0.80%53,675 -799-1.5% -$5.94万 减仓
LMT LOCKHEED MARTIN CORP $376.08万0.75%7,382 -3-0.0% -$1,528 减仓
MRSH MARSH & MCLENNAN COS INC $373.92万0.75%22,435 -165-0.7% -$2.75万 减仓
TRI THOMSON REUTERS CORP $365.08万0.73%44,702 -1,142-2.5% -$9.33万 减仓
VRTX VERTEX PHARMACEUTICALS INC $357.35万0.72%7,194 -17-0.2% -$8,444 减仓
ICE INTERCONTINENTAL EXCHANGE IN $332.98万0.67%27,047 -61-0.2% -$7,510 减仓
CMCSA COMCAST CORP NEW $331.29万0.66%134,945 -1,837-1.3% -$4.51万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $320.00万0.64%6,395 -80-1.2% -$4.00万 减仓
CEG CONSTELLATION ENERGY CORP $313.05万0.63%12,604 -68-0.5% -$1.69万 减仓
CTAS CINTAS CORP $296.74万0.59%17,447 700.4% $1.19万 加仓
HCA HCA HEALTHCARE INC $289.10万0.58%7,415 1552.1% $6.04万 加仓
RSG REPUBLIC SVCS INC $288.32万0.58%13,531 1050.8% $2.24万 加仓
SCHD SCHWAB STRATEGIC TR $261.46万0.52%82,452 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $240.55万0.48%83,063 00.0% — 不变
HON HONEYWELL INTL INC $215.82万0.43%9,196 -9,243-50.1% -$216.92万 减仓
HONA HONEYWELL AEROSPACE INC $203.32万0.41%9,196 9,196— $203.32万 新建仓
JNJ JOHNSON & JOHNSON $184.43万0.37%7,262 -12-0.2% -$3,048 减仓
LHX L3HARRIS TECHNOLOGIES INC $180.34万0.36%6,206 -105-1.7% -$3.05万 减仓
VOE VANGUARD INDEX FDS $157.57万0.32%7,974 00.0% — 不变
MUB ISHARES TR $152.94万0.31%14,211 -861-5.7% -$9.27万 减仓
XLK SELECT SECTOR SPDR TR $148.22万0.30%7,780 -26-0.3% -$4,954 减仓
AEP AMERICAN ELEC PWR CO INC $146.89万0.29%10,737 -32-0.3% -$4,378 减仓
NEE NEXTERA ENERGY INC $132.65万0.27%15,113 -1,206-7.4% -$10.59万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $126.32万0.25%1,796 00.0% — 不变
VBR VANGUARD INDEX FDS $126.26万0.25%5,196 00.0% — 不变
APH AMPHENOL CORP $122.61万0.25%6,954 -497-6.7% -$8.76万 减仓
VXUS VANGUARD STAR FDS $115.85万0.23%13,551 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $113.00万0.23%4,178 -27-0.6% -$7,303 减仓
PSX PHILLIPS 66 $110.09万0.22%6,512 -71-1.1% -$1.20万 减仓
C CITIGROUP INC $105.99万0.21%7,573 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $103.36万0.21%1,022 -43-4.0% -$4.35万 减仓
VYM VANGUARD WHITEHALL FDS $96.51万0.19%6,107 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $90.66万0.18%9,709 00.0% — 不变
IVV ISHARES TR $90.62万0.18%1,210 00.0% — 不变
VOO VANGUARD INDEX FDS $85.99万0.17%1,252 00.0% — 不变
MRK MERCK & CO INC $83.01万0.17%6,460 -180-2.7% -$2.31万 减仓
KO COCA COLA CO $81.63万0.16%10,044 -1,195-10.6% -$9.71万 减仓
WPC WP CAREY INC $73.64万0.15%10,300 00.0% — 不变
SHW SHERWIN WILLIAMS CO $72.96万0.15%2,119 -394-15.7% -$13.57万 减仓
HTD HANCOCK JOHN TAX-ADVANTAGED $70.86万0.14%27,800 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $70.19万0.14%7,148 00.0% — 不变
RTX RTX CORPORATION $69.61万0.14%3,669 00.0% — 不变
CVX CHEVRON CORPORATION $68.06万0.14%4,106 -77-1.8% -$1.28万 减仓
HIG HARTFORD INSURANCE GROUP INC $67.93万0.14%5,126 00.0% — 不变
ARCC ARES CAPITAL CORP $66.64万0.13%35,964 00.0% — 不变
EMXC ISHARES INC $64.17万0.13%6,273 00.0% — 不变
EQIX EQUINIX INC $62.86万0.13%603 00.0% — 不变
MPC MARATHON PETE CORP $60.62万0.12%2,371 00.0% — 不变
VTV VANGUARD INDEX FDS $59.02万0.12%2,708 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $54.92万0.11%15,200 00.0% — 不变
VXF VANGUARD INDEX FDS $54.86万0.11%2,228 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $51.13万0.10%11,400 00.0% — 不变
BNY BANK OF NY MELLON CORP $50.15万0.10%3,468 361.0% $5,206 加仓
VB VANGUARD INDEX FDS $49.68万0.10%1,639 00.0% — 不变
GLD SPDR GOLD TR $46.60万0.09%1,265 24023.4% $8.84万 加仓
HTGC HERCULES CAPITAL INC $46.12万0.09%29,246 00.0% — 不变