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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $37.51万 | 0.18% | 1,212 | -95 | -7.3% | -$2.94万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $37.20万 | 0.18% | 572 | 14 | 2.5% | $9,105 | 加仓 |
| DUK | DUKE ENERGY HLDG | $36.52万 | 0.17% | 2,789 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVRG ETF UT SER 1 | $35.90万 | 0.17% | 775 | 0 | 0.0% | — | 不变 |
| PM | PHILLIP MORRIS INTL INC | $35.37万 | 0.17% | 2,139 | -8 | -0.4% | -$1,323 | 减仓 |
| VFMF | VANGUARD US MULTIFACTOR | $34.54万 | 0.16% | 2,227 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA | $32.85万 | 0.16% | 558 | 215 | 62.7% | $12.66万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL | $32.49万 | 0.15% | 1,781 | 99 | 5.9% | $1.81万 | 加仓 |
| PFG | PRINCIPAL FINL GROUP | $30.67万 | 0.14% | 3,404 | -250 | -6.8% | -$2.25万 | 减仓 |
| ADI | ANALOG DEVICES | $30.32万 | 0.14% | 953 | 82 | 9.4% | $2.61万 | 加仓 |
| CASY | CASEYS GENERAL STORES | $29.55万 | 0.14% | 406 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.54万 | 0.14% | 3,180 | -71 | -2.2% | -$6,594 | 重新持有 |
| CSPF | COHEN & STEERS PREFERRED AND INCOME ETF | $29.29万 | 0.14% | 11,425 | 11,425 | — | $29.29万 | 新建仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $28.72万 | 0.14% | 3,143 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $28.11万 | 0.13% | 8,385 | 404 | 5.1% | $1.35万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $27.60万 | 0.13% | 12,011 | 1,466 | 13.9% | $3.37万 | 加仓 |
| SO | SOUTHERN CO COM | $26.93万 | 0.13% | 2,790 | -115 | -4.0% | -$1.11万 | 减仓 |
| L | LOEWS CORP COM | $26.68万 | 0.13% | 2,500 | 86 | 3.6% | $9,180 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.99万 | 0.12% | 1,256 | 1,256 | — | $25.99万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BD ETF | $25.84万 | 0.12% | 2,434 | 558 | 29.7% | $5.92万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $25.32万 | 0.12% | 535 | 14 | 2.7% | $6,625 | 加仓 |
| WMT | WAL MART STORES INC COM | $25.30万 | 0.12% | 2,036 | 2,036 | — | $25.30万 | 新建仓 |
| SPYG | SPDR SER TR PRTFLO S&P500 GW | $25.17万 | 0.12% | 2,571 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $23.79万 | 0.11% | 665 | 3 | 0.5% | $1,073 | 加仓 |
| GILD | GILEAD SCIENCES INC | $23.43万 | 0.11% | 1,681 | 1,681 | — | $23.43万 | 新建仓 |
| DHR | DANAHER CORPORATION | $23.21万 | 0.11% | 1,224 | 200 | 19.5% | $3.79万 | 加仓 |
| MDT | MEDTRONIC PLC | $22.95万 | 0.11% | 2,649 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT CORP STOCK | $22.81万 | 0.11% | 3,178 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $22.06万 | 0.10% | 1,067 | -3 | -0.3% | -$620 | 重新持有 |
| JMST | JP MORGAN ULTRA SHORT MUNI INC ETF | $21.78万 | 0.10% | 4,273 | 281 | 7.0% | $1.43万 | 加仓 |
| XLU | CEF SELECT UTILITIES SPDR | $21.28万 | 0.10% | 4,637 | 4,637 | — | $21.28万 | 新建仓 |
| PWR | QUANTA SERVICES INC ORD SHS | $20.15万 | 0.10% | 367 | -195 | -34.7% | -$10.71万 | 重新持有 |
| MO | ALTRIA GROUP INC | $20.07万 | 0.09% | 3,042 | -1,225 | -28.7% | -$8.08万 | 重新持有 |
| BHK | BLACKROCK CORE BOND TRUST | $9.44万 | 0.04% | 10,310 | 0 | 0.0% | — | 不变 |
| — | NYMOX PHARMACEUTICAL CORP ORD SHS Corp | $2,457 | 0.00% | 35,100 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC TR | $0 | 0.00% | 0 | -15,603 | -100.0% | -$20.38万 | 清仓 |