First Citizens Financial Corp
MASON CITY IA · SEC CIK 0001800597
$2.12亿2026Q1 申报市值
135持仓数
33.6%前十大占比 · 第一大 7.7%
5 / 1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
JPST 加仓+$318.08万
NEAR 加仓+$166.14万
PULS 加仓+$160.61万
JPIE 加仓+$70.11万
PYLD 加仓+$67.42万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$56.55万
QQQ 减仓-$41.56万
EFA 减仓-$26.12万
BIT 清仓-$20.38万
JPIB 减仓-$18.47万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON COM | $178.69万 | 0.84% | 7,310 | 57 | 0.8% | $1.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $179.86万 | 0.85% | 2,126 | -3 | -0.1% | -$2,538 | 减仓 |
| VWO | ETF VANGUARD EMERGING MARKETS | $183.59万 | 0.87% | 33,967 | -767 | -2.2% | -$4.15万 | 减仓 |
| DYNF | ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | $192.58万 | 0.91% | 33,100 | 5,602 | 20.4% | $32.59万 | 加仓 |
| IDU | ISHARE DOW JONES UTILITIES | $195.13万 | 0.92% | 16,806 | -20 | -0.1% | -$2,322 | 减仓 |
| PYLD | PIMCO MULTISECTOR BD | $211.06万 | 1.00% | 80,557 | 25,733 | 46.9% | $67.42万 | 加仓 |
| IVW | ISHARE S&P 500/ GROWTH INDEXFUND | $215.62万 | 1.02% | 19,063 | 2,868 | 17.7% | $32.44万 | 加仓 |
| PTRB | PGIM ETF TR TOTAL RETURN BOND | $218.16万 | 1.03% | 52,557 | 11,160 | 27.0% | $46.33万 | 加仓 |
| PHYL | PGIM ACTIVE HIGH YIELD BD ETF | $223.01万 | 1.05% | 64,399 | 13,363 | 26.2% | $46.28万 | 加仓 |
| LLY | ELI LILLY & CO | $223.32万 | 1.05% | 2,428 | -174 | -6.7% | -$16.00万 | 减仓 |
| IYE | ISHARE DOW JONES ENERGY | $230.97万 | 1.09% | 35,660 | -9 | -0.0% | -$583 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $254.88万 | 1.20% | 4,416 | -720 | -14.0% | -$41.56万 | 减仓 |
| CAT | CATERPILLAR INC STOCK | $259.79万 | 1.23% | 3,667 | -2 | -0.1% | -$1,417 | 减仓 |
| IYK | ISHARE U.S. CONSUMER STAPLES ETF | $269.00万 | 1.27% | 38,412 | -254 | -0.7% | -$1.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $290.51万 | 1.37% | 9,876 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $299.50万 | 1.41% | 8,091 | 68 | 0.8% | $2.52万 | 加仓 |
| CMI | CUMMINS INC COM | $308.82万 | 1.46% | 5,740 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FD | $312.75万 | 1.48% | 23,533 | 1,190 | 5.3% | $15.82万 | 加仓 |
| PULS | PGIM ULTRA SHORT ETF BOND | $317.53万 | 1.50% | 64,148 | 32,446 | 102.3% | $160.61万 | 加仓 |
| JPIE | J P MORGAN INCOME ETF | $343.39万 | 1.62% | 74,537 | 15,219 | 25.7% | $70.11万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $365.22万 | 1.72% | 71,844 | 32,683 | 83.5% | $166.14万 | 加仓 |
| QUAL | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $443.96万 | 2.10% | 23,146 | 3,310 | 16.7% | $63.49万 | 加仓 |
| IJT | ISHARE S&P SMALL CAP 600 GROWTH INDEX | $477.37万 | 2.25% | 32,988 | -197 | -0.6% | -$2.85万 | 减仓 |
| IJS | ISHARE S&P SMALLCAP 600 BARRA VALUE IND | $478.57万 | 2.26% | 40,403 | -69 | -0.2% | -$8,173 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $479.49万 | 2.26% | 10,006 | -1,180 | -10.5% | -$56.55万 | 减仓 |
| IYC | ISHARE DOW JONES CONSUMER DISCRETIONARY ETF | $482.15万 | 2.28% | 49,747 | -184 | -0.4% | -$1.78万 | 减仓 |
| IYJ | ISHARE DOW JONES INDUSTRIAL | $483.78万 | 2.28% | 32,790 | -313 | -0.9% | -$4.62万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MKT INDEX | $532.32万 | 2.51% | 16,593 | 1,847 | 12.5% | $59.25万 | 加仓 |
| JPST | JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $549.38万 | 2.59% | 108,551 | 62,849 | 137.5% | $318.08万 | 加仓 |
| AAPL | APPLE INC | $551.33万 | 2.60% | 21,724 | 1,043 | 5.0% | $26.47万 | 加仓 |
| IYH | ISHARE DOW JONES HEALTHCARE | $572.51万 | 2.70% | 92,880 | -737 | -0.8% | -$4.54万 | 减仓 |
| IYF | ISHARE DOW JONES FINANCIAL SECTOR | $639.24万 | 3.02% | 54,329 | -94 | -0.2% | -$1.11万 | 减仓 |
| IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | $668.37万 | 3.16% | 50,443 | -550 | -1.1% | -$7.29万 | 减仓 |
| IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | $738.87万 | 3.49% | 73,432 | -117 | -0.2% | -$1.18万 | 减仓 |
| EFA | ISHARE MSCI EAFE FUND | $744.40万 | 3.51% | 76,640 | -2,689 | -3.4% | -$26.12万 | 减仓 |
| IYW | ISHARE DOW JONES TECH | $1,633.09万 | 7.71% | 90,017 | -302 | -0.3% | -$5.48万 | 减仓 |