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 |
|---|---|---|---|---|---|---|---|---|
| MC | MOELIS & CO | $57.80万 | 0.08% | 10,141 | 1,818 | 21.8% | $10.36万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $57.87万 | 0.08% | 6,288 | 483 | 8.3% | $4.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $58.64万 | 0.09% | 1,016 | 21 | 2.1% | $1.21万 | 加仓 |
| PAYX | PAYCHEX INC | $61.55万 | 0.09% | 6,681 | -927 | -12.2% | -$8.54万 | 减仓 |
| SF | STIFEL FINL CORP | $62.44万 | 0.09% | 8,447 | -198 | -2.3% | -$1.46万 | 减仓 |
| DIOD | DIODES INC | $62.65万 | 0.09% | 9,178 | 1,060 | 13.1% | $7.24万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $64.26万 | 0.09% | 21,334 | 659 | 3.2% | $1.98万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $65.03万 | 0.10% | 30,502 | -10,624 | -25.8% | -$22.65万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $65.45万 | 0.10% | 9,743 | 9,743 | — | $65.45万 | 新建仓 |
| ICLR | ICON PLC | $65.69万 | 0.10% | 5,936 | -1,637 | -21.6% | -$18.12万 | 减仓 |
| NPO | ENPRO INC | $65.82万 | 0.10% | 2,626 | -63 | -2.3% | -$1.58万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $66.27万 | 0.10% | 4,475 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $68.43万 | 0.10% | 4,139 | 707 | 20.6% | $11.69万 | 加仓 |
| CACI | CACI INTL INC | $68.64万 | 0.10% | 1,262 | -31 | -2.4% | -$1.69万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $69.25万 | 0.10% | 3,377 | -340 | -9.1% | -$6.97万 | 减仓 |
| CCI | CROWN CASTLE INC | $71.17万 | 0.10% | 8,753 | 5,728 | 189.4% | $46.57万 | 加仓 |
| INVH | INVITATION HOMES INC | $72.57万 | 0.11% | 29,205 | 29,205 | — | $72.57万 | 新建仓 |
| QCOM | QUALCOMM INC | $73.56万 | 0.11% | 5,712 | -957 | -14.3% | -$12.32万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $73.97万 | 0.11% | 8,025 | -188 | -2.3% | -$1.73万 | 减仓 |
| IJR | ISHARES TR | $74.06万 | 0.11% | 5,958 | 700 | 13.3% | $8.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $77.99万 | 0.11% | 8,705 | -2,951 | -25.3% | -$26.44万 | 减仓 |
| CI | THE CIGNA GROUP | $79.14万 | 0.12% | 2,967 | 1,387 | 87.8% | $37.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $83.34万 | 0.12% | 1,908 | 213 | 12.6% | $9.30万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $84.40万 | 0.12% | 18,632 | -1,559 | -7.7% | -$7.06万 | 减仓 |
| BURL | BURLINGTON STORES INC | $84.60万 | 0.12% | 2,600 | -483 | -15.7% | -$15.72万 | 减仓 |
| NFLX | NETFLIX INC. | $86.78万 | 0.13% | 9,026 | 3,997 | 79.5% | $38.43万 | 加仓 |
| RPM | RPM INTL INC | $87.43万 | 0.13% | 8,796 | -5,818 | -39.8% | -$57.83万 | 减仓 |
| NDAQ | NASDAQ INC | $87.92万 | 0.13% | 10,357 | -144 | -1.4% | -$1.22万 | 减仓 |
| ECL | ECOLAB INC | $91.03万 | 0.13% | 3,422 | -1,048 | -23.4% | -$27.88万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $91.72万 | 0.13% | 3,014 | -2,316 | -43.5% | -$70.48万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $92.63万 | 0.14% | 9,416 | -850 | -8.3% | -$8.36万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $92.96万 | 0.14% | 1,538 | -672 | -30.4% | -$40.62万 | 减仓 |
| MGV | VANGUARD WORLD FD | $93.64万 | 0.14% | 6,460 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $94.32万 | 0.14% | 181,721 | -26,686 | -12.8% | -$13.85万 | 减仓 |
| WAB | WABTEC | $95.87万 | 0.14% | 3,836 | 28 | 0.7% | $6,997 | 加仓 |
| T | AT&T INC | $96.41万 | 0.14% | 33,255 | -566 | -1.7% | -$1.64万 | 减仓 |
| CHWY | CHEWY INC | $96.48万 | 0.14% | 35,733 | 27,688 | 344.2% | $74.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $96.57万 | 0.14% | 4,922 | 1,387 | 39.2% | $27.21万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $98.89万 | 0.14% | 10,688 | 1,689 | 18.8% | $15.63万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $101.52万 | 0.15% | 2,869 | -46 | -1.6% | -$1.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $101.74万 | 0.15% | 5,001 | 83 | 1.7% | $1.69万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $107.17万 | 0.16% | 11,852 | 7,367 | 164.3% | $66.61万 | 加仓 |
| STT | STATE STR CORP | $107.93万 | 0.16% | 8,528 | -3,109 | -26.7% | -$39.35万 | 减仓 |
| UNP | UNION PAC CORP | $113.13万 | 0.17% | 4,663 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $113.45万 | 0.17% | 5,606 | -585 | -9.4% | -$11.84万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $114.54万 | 0.17% | 9,043 | -384 | -4.1% | -$4.86万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.08万 | 0.18% | 24,120 | -3,414 | -12.4% | -$17.14万 | 减仓 |
| USB | US BANCORP | $121.29万 | 0.18% | 23,320 | -5,603 | -19.4% | -$29.14万 | 减仓 |
| CRM | SALESFORCE INC | $124.25万 | 0.18% | 6,656 | 2,607 | 64.4% | $48.66万 | 加仓 |
| IDA | IDACORP INC | $124.96万 | 0.18% | 8,740 | -237 | -2.6% | -$3.39万 | 减仓 |
| IJH | ISHARES TR | $128.29万 | 0.19% | 18,997 | -354 | -1.8% | -$2.39万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $129.42万 | 0.19% | 22,453 | -2,334 | -9.4% | -$13.45万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $142.94万 | 0.21% | 5,062 | -72 | -1.4% | -$2.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $152.78万 | 0.22% | 5,238 | -1,700 | -24.5% | -$49.59万 | 减仓 |
| CSCO | CISCO SYS INC | $153.76万 | 0.22% | 19,817 | -2,310 | -10.4% | -$17.92万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $156.96万 | 0.23% | 11,450 | -13,062 | -53.3% | -$179.05万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $162.22万 | 0.24% | 10,912 | 10,912 | — | $162.22万 | 新建仓 |
| XEL | XCEL ENERGY INC | $162.42万 | 0.24% | 20,445 | -11,750 | -36.5% | -$93.34万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $164.03万 | 0.24% | 10,429 | -29 | -0.3% | -$4,561 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $164.57万 | 0.24% | 44,335 | -7,427 | -14.3% | -$27.57万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $172.59万 | 0.25% | 8,914 | -889 | -9.1% | -$17.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $178.31万 | 0.26% | 12,345 | -1,277 | -9.4% | -$18.44万 | 减仓 |
| V | VISA INC | $178.68万 | 0.26% | 5,912 | -17 | -0.3% | -$5,138 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $185.24万 | 0.27% | 9,342 | -1,718 | -15.5% | -$34.07万 | 减仓 |
| SUI | SUN CMNTYS INC | $186.22万 | 0.27% | 14,784 | 359 | 2.5% | $4.52万 | 加仓 |
| DIS | DISNEY WALT CO | $188.66万 | 0.28% | 19,575 | -4,450 | -18.5% | -$42.89万 | 减仓 |
| SN | SHARKNINJA INC | $189.62万 | 0.28% | 17,909 | -2,961 | -14.2% | -$31.35万 | 减仓 |
| TXN | TEXAS INSTRS INC | $193.52万 | 0.28% | 9,968 | -596 | -5.6% | -$11.57万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $194.64万 | 0.28% | 104,679 | -6,520 | -5.9% | -$12.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $195.91万 | 0.29% | 9,326 | -1,223 | -11.6% | -$25.69万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $199.64万 | 0.29% | 12,092 | -1,895 | -13.5% | -$31.29万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $205.77万 | 0.30% | 35,569 | -7,451 | -17.3% | -$43.10万 | 减仓 |
| PTC | PTC INC | $208.68万 | 0.31% | 14,645 | -68 | -0.5% | -$9,689 | 减仓 |
| DG | DOLLAR GEN CORP | $209.95万 | 0.31% | 17,686 | -2,589 | -12.8% | -$30.73万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $210.75万 | 0.31% | 12,971 | -726 | -5.3% | -$11.80万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $221.41万 | 0.32% | 23,728 | -2,586 | -9.8% | -$24.13万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $233.28万 | 0.34% | 13,517 | 59 | 0.4% | $1.02万 | 加仓 |
| FICO | FAIR ISAAC CORP | $238.28万 | 0.35% | 2,232 | 459 | 25.9% | $49.00万 | 加仓 |
| MKL | MARKEL GROUP INC | $241.17万 | 0.35% | 1,260 | -173 | -12.1% | -$33.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $241.21万 | 0.35% | 9,868 | -1,975 | -16.7% | -$48.28万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $241.53万 | 0.35% | 8,778 | -1,419 | -13.9% | -$39.04万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $245.60万 | 0.36% | 40,730 | -5,391 | -11.7% | -$32.51万 | 减仓 |
| KMT | KENNAMETAL INC | $246.79万 | 0.36% | 68,300 | 68,300 | — | $246.79万 | 新建仓 |
| RS | RELIANCE INC | $248.09万 | 0.36% | 8,163 | -93 | -1.1% | -$2.83万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $256.82万 | 0.38% | 12,982 | -2,015 | -13.4% | -$39.86万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $259.36万 | 0.38% | 40,474 | 4,074 | 11.2% | $26.11万 | 加仓 |
| PSX | PHILLIPS 66 | $267.04万 | 0.39% | 14,658 | -2,406 | -14.1% | -$43.83万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $267.34万 | 0.39% | 13,641 | -187 | -1.4% | -$3.66万 | 减仓 |
| NVT | NVENT ELEC PLC | $273.25万 | 0.40% | 23,102 | 1,469 | 6.8% | $17.38万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $273.66万 | 0.40% | 14,813 | 381 | 2.6% | $7.04万 | 加仓 |
| MCO | MOODYS CORP | $273.72万 | 0.40% | 6,274 | -776 | -11.0% | -$33.85万 | 减仓 |
| CTAS | CINTAS CORP | $281.92万 | 0.41% | 16,667 | -2,725 | -14.1% | -$46.09万 | 减仓 |
| PWR | QUANTA SVCS INC | $283.90万 | 0.42% | 5,171 | -974 | -15.9% | -$53.47万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $284.61万 | 0.42% | 72,247 | -10,409 | -12.6% | -$41.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $285.22万 | 0.42% | 21,607 | -2,473 | -10.3% | -$32.64万 | 减仓 |
| TJX | TJX COS INC NEW | $286.84万 | 0.42% | 17,961 | -8,816 | -32.9% | -$140.79万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $288.36万 | 0.42% | 36,012 | -5,467 | -13.2% | -$43.78万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $294.70万 | 0.43% | 2,695 | -396 | -12.8% | -$43.30万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $300.53万 | 0.44% | 46,514 | -7,751 | -14.3% | -$50.08万 | 减仓 |
| BCPC | BALCHEM CORP | $308.51万 | 0.45% | 18,206 | -1,614 | -8.1% | -$27.35万 | 减仓 |