First National Advisers, LLC
OMAHA NE · SEC CIK 0001941030
$6.83亿2026Q1 申报市值
239持仓数
37.3%前十大占比 · 第一大 8.3%
22 / 15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
CMDT 新建仓+$1,632.60万
RLY 新建仓+$1,524.40万
DFAI 加仓+$750.58万
INVESTMENT MANAG 新建仓+$491.60万
KMT 新建仓+$246.79万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$412.82万
GOOG 减仓-$361.12万
IR 清仓-$353.59万
MSFT 减仓-$295.25万
BRO 清仓-$279.02万
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 |
|---|---|---|---|---|---|---|---|---|
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -44,637 | -100.0% | -$353.59万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -35,009 | -100.0% | -$279.02万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -32,696 | -100.0% | -$272.77万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -64,500 | -100.0% | -$160.93万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,118 | -100.0% | -$49.69万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -3,190 | -100.0% | -$43.45万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -7,391 | -100.0% | -$36.97万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,765 | -100.0% | -$34.79万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,295 | -100.0% | -$31.80万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -4,555 | -100.0% | -$31.62万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -1,641 | -100.0% | -$28.48万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,134 | -100.0% | -$22.01万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,246 | -100.0% | -$21.80万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -2,800 | -100.0% | -$21.71万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -11,196 | -100.0% | -$11.18万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.50万 | 0.03% | 1,318 | -93 | -6.6% | -$1.45万 | 减仓 |
| BLKB | BLACKBAUD INC | $20.78万 | 0.03% | 5,381 | -131 | -2.4% | -$5,058 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.79万 | 0.03% | 1,020 | 1,020 | — | $21.79万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.79万 | 0.03% | 7,591 | -2,885 | -27.5% | -$8.28万 | 减仓 |
| EQT | EQT CORP | $22.09万 | 0.03% | 3,471 | 3,471 | — | $22.09万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.37万 | 0.03% | 1,101 | 9 | 0.8% | $1,829 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.49万 | 0.03% | 4,970 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $23.05万 | 0.03% | 553 | 20 | 3.8% | $8,335 | 加仓 |
| IEFA | ISHARES TR | $23.45万 | 0.03% | 2,590 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $23.93万 | 0.04% | 11,532 | 11,532 | — | $23.93万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.00万 | 0.04% | 1,641 | -521 | -24.1% | -$7.62万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.72万 | 0.04% | 3,292 | 29 | 0.9% | $2,178 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $25.11万 | 0.04% | 13,694 | 2,778 | 25.4% | $5.09万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $25.78万 | 0.04% | 11,423 | 11,423 | — | $25.78万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $25.81万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $26.23万 | 0.04% | 3,760 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $26.68万 | 0.04% | 5,899 | -2,524 | -30.0% | -$11.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $27.06万 | 0.04% | 801 | 801 | — | $27.06万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $27.62万 | 0.04% | 2,460 | 150 | 6.5% | $1.68万 | 加仓 |
| EFA | ISHARES TR | $27.68万 | 0.04% | 2,850 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.57万 | 0.04% | 1,170 | 15 | 1.3% | $3,663 | 重新持有 |
| NTRS | NORTHERN TR CORP | $29.73万 | 0.04% | 2,130 | -87 | -3.9% | -$1.21万 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.35万 | 0.04% | 435 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $30.72万 | 0.04% | 2,724 | -845 | -23.7% | -$9.53万 | 减仓 |
| QLYS | QUALYS INC | $30.75万 | 0.04% | 3,500 | 392 | 12.6% | $3.44万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $30.89万 | 0.05% | 861 | -15 | -1.7% | -$5,382 | 减仓 |
| RHI | ROBERT HALF INC. | $30.90万 | 0.05% | 12,165 | -13,506 | -52.6% | -$34.31万 | 减仓 |
| EVRG | EVERGY INC | $30.90万 | 0.05% | 3,772 | 11 | 0.3% | $901 | 加仓 |
| SMMD | ISHARES TR | $30.94万 | 0.05% | 4,053 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $30.96万 | 0.05% | 1,347 | -80 | -5.6% | -$1.84万 | 减仓 |
| ENOV | ENOVIS CORPORATION | $31.25万 | 0.05% | 13,737 | -302 | -2.2% | -$6,871 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $31.27万 | 0.05% | 1,729 | -365 | -17.4% | -$6.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.70万 | 0.05% | 8,158 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $31.79万 | 0.05% | 905 | 5 | 0.6% | $1,756 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $31.91万 | 0.05% | 10,535 | 10,535 | — | $31.91万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $32.41万 | 0.05% | 2,475 | -2,817 | -53.2% | -$36.89万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $33.02万 | 0.05% | 6,562 | 6,562 | — | $33.02万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $33.21万 | 0.05% | 2,401 | 10 | 0.4% | $1,383 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $33.23万 | 0.05% | 12,742 | 12,742 | — | $33.23万 | 新建仓 |
| ATR | APTARGROUP INC | $33.50万 | 0.05% | 2,658 | 2,658 | — | $33.50万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $33.66万 | 0.05% | 3,447 | 3,447 | — | $33.66万 | 新建仓 |
| HSY | HERSHEY CO | $34.43万 | 0.05% | 1,656 | 6 | 0.4% | $1,247 | 加仓 |
| CAVA | CAVA GROUP INC | $34.63万 | 0.05% | 4,280 | -332 | -7.2% | -$2.69万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $34.74万 | 0.05% | 16,196 | 16,196 | — | $34.74万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $35.21万 | 0.05% | 2,645 | 447 | 20.3% | $5.95万 | 加仓 |
| ICFI | ICF INTL INC | $35.32万 | 0.05% | 5,409 | -129 | -2.3% | -$8,422 | 减仓 |
| DT | DYNATRACE INC | $35.53万 | 0.05% | 9,608 | 2,390 | 33.1% | $8.84万 | 加仓 |
| MRK | MERCK & CO INC | $35.80万 | 0.05% | 2,976 | -1,020 | -25.5% | -$12.27万 | 减仓 |
| HUM | HUMANA INC | $36.36万 | 0.05% | 2,097 | -492 | -19.0% | -$8.53万 | 减仓 |
| GPC | GENUINE PARTS CO | $36.37万 | 0.05% | 3,439 | 3,439 | — | $36.37万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $36.99万 | 0.05% | 43,774 | 43,774 | — | $36.99万 | 新建仓 |
| NKE | NIKE INC | $37.19万 | 0.05% | 7,041 | 7,041 | — | $37.19万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $37.67万 | 0.06% | 2,035 | -50 | -2.4% | -$9,254 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $37.88万 | 0.06% | 4,305 | -1,130 | -20.8% | -$9.94万 | 减仓 |
| IWR | ISHARES TR | $37.92万 | 0.06% | 3,900 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $39.56万 | 0.06% | 1,273 | -60 | -4.5% | -$1.86万 | 减仓 |
| AMAT | APPLIED MATLS INC | $39.58万 | 0.06% | 1,158 | 46 | 4.1% | $1.57万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $39.65万 | 0.06% | 4,881 | -114 | -2.3% | -$9,260 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $41.43万 | 0.06% | 5,773 | 12 | 0.2% | $861 | 加仓 |
| ADC | AGREE RLTY CORP | $42.56万 | 0.06% | 5,646 | -125 | -2.2% | -$9,422 | 减仓 |
| ADBE | ADOBE INC | $42.98万 | 0.06% | 1,768 | -528 | -23.0% | -$12.83万 | 减仓 |
| AAON | AAON INC | $43.52万 | 0.06% | 5,259 | 537 | 11.4% | $4.44万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $43.57万 | 0.06% | 3,423 | 1,604 | 88.2% | $20.42万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $44.28万 | 0.06% | 13,124 | 13,124 | — | $44.28万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $44.70万 | 0.07% | 15,292 | -171 | -1.1% | -$4,998 | 减仓 |
| DORM | DORMAN PRODS INC | $44.76万 | 0.07% | 4,289 | 697 | 19.4% | $7.27万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $44.90万 | 0.07% | 10,625 | -25,328 | -70.4% | -$107.04万 | 减仓 |
| LOW | LOWES COS INC | $44.99万 | 0.07% | 1,904 | -6,508 | -77.4% | -$153.77万 | 减仓 |
| VO | VANGUARD INDEX FDS | $45.17万 | 0.07% | 1,573 | 593 | 60.5% | $17.03万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $46.15万 | 0.07% | 9,013 | 66 | 0.7% | $3,379 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $46.27万 | 0.07% | 6,138 | -145 | -2.3% | -$1.09万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $46.37万 | 0.07% | 12,975 | -1,751 | -11.9% | -$6.26万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $48.22万 | 0.07% | 1,936 | -45 | -2.3% | -$1.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.97万 | 0.07% | 753 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $50.04万 | 0.07% | 16,435 | 1,498 | 10.0% | $4.56万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $51.46万 | 0.08% | 32,738 | -7 | -0.0% | -$110 | 减仓 |
| CASY | CASEYS GEN STORES INC | $51.53万 | 0.08% | 708 | -290 | -29.1% | -$21.11万 | 减仓 |
| CSL | CARLISLE COS INC | $52.55万 | 0.08% | 1,575 | -35 | -2.2% | -$1.17万 | 减仓 |
| ENS | ENERSYS | $52.55万 | 0.08% | 3,025 | -583 | -16.2% | -$10.13万 | 减仓 |
| RVTY | REVVITY INC | $54.63万 | 0.08% | 6,236 | -8,137 | -56.6% | -$71.29万 | 减仓 |
| TGT | TARGET CORP | $57.35万 | 0.08% | 4,732 | -1,340 | -22.1% | -$16.24万 | 减仓 |