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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $313.54万 | 0.46% | 6,379 | -267 | -4.0% | -$13.12万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $315.64万 | 0.46% | 5,323 | -946 | -15.1% | -$56.10万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $318.35万 | 0.47% | 756 | -109 | -12.6% | -$45.90万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $328.82万 | 0.48% | 119,632 | -12,548 | -9.5% | -$34.49万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $330.90万 | 0.48% | 27,894 | -4,017 | -12.6% | -$47.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $334.64万 | 0.49% | 27,253 | -4,352 | -13.8% | -$53.44万 | 减仓 |
| ETN | EATON CORP PLC | $334.87万 | 0.49% | 9,363 | -576 | -5.8% | -$20.60万 | 减仓 |
| ORCL | ORACLE CORP | $338.40万 | 0.50% | 23,004 | -3,269 | -12.4% | -$48.09万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $345.05万 | 0.50% | 37,382 | -5,183 | -12.2% | -$47.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $358.95万 | 0.53% | 11,189 | -8,023 | -41.8% | -$257.39万 | 减仓 |
| HD | HOME DEPOT INC | $363.91万 | 0.53% | 11,066 | -1,602 | -12.6% | -$52.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $366.78万 | 0.54% | 6,138 | 233 | 3.9% | $13.92万 | 加仓 |
| BLK | BLACKROCK INC | $367.80万 | 0.54% | 3,824 | -371 | -8.8% | -$35.68万 | 减仓 |
| APH | AMPHENOL CORP | $372.73万 | 0.55% | 29,499 | -5,691 | -16.2% | -$71.91万 | 减仓 |
| LIN | LINDE PLC | $374.72万 | 0.55% | 7,559 | -892 | -10.6% | -$44.22万 | 减仓 |
| MS | MORGAN STANLEY | $375.87万 | 0.55% | 22,839 | -3,385 | -12.9% | -$55.71万 | 减仓 |
| CME | CME GROUP INC | $377.64万 | 0.55% | 12,787 | -1,986 | -13.4% | -$58.65万 | 减仓 |
| LFUS | LITTELFUSE INC | $389.81万 | 0.57% | 11,486 | -2,126 | -15.6% | -$72.15万 | 减仓 |
| GLW | CORNING INC | $392.09万 | 0.57% | 28,835 | -16,932 | -37.0% | -$230.24万 | 减仓 |
| KO | COCA COLA CO | $392.59万 | 0.57% | 51,628 | -2,066 | -3.8% | -$15.71万 | 减仓 |
| WM | WASTE MGMT INC DEL | $394.73万 | 0.58% | 17,179 | -2,781 | -13.9% | -$63.90万 | 减仓 |
| AME | AMETEK INC | $397.57万 | 0.58% | 18,545 | -2,983 | -13.9% | -$63.95万 | 减仓 |
| CB | CHUBB LTD SWITZ | $406.33万 | 0.59% | 12,467 | -1,871 | -13.0% | -$60.98万 | 减仓 |
| SO | SOUTHERN CO | $410.48万 | 0.60% | 42,532 | 6,023 | 16.5% | $58.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $427.32万 | 0.63% | 20,655 | -3,236 | -13.5% | -$66.95万 | 减仓 |
| CSX | CSX CORP | $435.01万 | 0.64% | 105,971 | -16,522 | -13.5% | -$67.82万 | 减仓 |
| WFC | WELLS FARGO & CO | $436.34万 | 0.64% | 54,806 | -7,936 | -12.6% | -$63.18万 | 减仓 |
| MTZ | MASTEC INC | $442.20万 | 0.65% | 13,744 | -8,395 | -37.9% | -$270.10万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $444.00万 | 0.65% | 47,242 | -3,964 | -7.7% | -$37.26万 | 减仓 |
| ABBV | ABBVIE INC | $452.84万 | 0.66% | 20,823 | -2,952 | -12.4% | -$64.20万 | 减仓 |
| EOG | EOG RES INC | $472.47万 | 0.69% | 32,679 | -5,359 | -14.1% | -$77.48万 | 减仓 |
| PEP | PEPSICO INC | $487.58万 | 0.71% | 31,399 | -1,502 | -4.6% | -$23.32万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $491.60万 | 0.72% | 236,350 | 236,350 | — | $491.60万 | 新建仓 |
| TSLA | TESLA INC | $552.79万 | 0.81% | 14,869 | -1,335 | -8.2% | -$49.63万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $571.37万 | 0.84% | 55,656 | -6,316 | -10.2% | -$64.84万 | 减仓 |
| AMGN | AMGEN INC | $581.85万 | 0.85% | 16,537 | -3,852 | -18.9% | -$135.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $605.92万 | 0.89% | 12,127 | -1,553 | -11.4% | -$77.59万 | 减仓 |
| WMT | WALMART INC | $629.11万 | 0.92% | 50,618 | -6,474 | -11.3% | -$80.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $644.29万 | 0.94% | 6,466 | -200 | -3.0% | -$19.93万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $700.00万 | 1.02% | 75,367 | -12,626 | -14.3% | -$117.27万 | 减仓 |
| RTX | RTX CORPORATION | $704.62万 | 1.03% | 36,526 | -5,871 | -13.8% | -$113.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $737.02万 | 1.08% | 15,380 | 1,810 | 13.3% | $86.74万 | 加仓 |
| — | EXXON MOBIL CORP | $737.90万 | 1.08% | 43,494 | -5,988 | -12.1% | -$101.59万 | 减仓 |
| GOOGL | ALPHABET INC | $855.26万 | 1.25% | 29,743 | 231 | 0.8% | $6.64万 | 加仓 |
| LLY | ELI LILLY & CO | $881.28万 | 1.29% | 9,582 | -780 | -7.5% | -$71.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,149.02万 | 1.68% | 16 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,199.80万 | 1.76% | 211,674 | -3,605 | -1.7% | -$20.43万 | 减仓 |
| META | META PLATFORMS INC | $1,281.65万 | 1.88% | 22,401 | -1,138 | -4.8% | -$65.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,402.04万 | 2.05% | 47,664 | -5,722 | -10.7% | -$168.31万 | 减仓 |
| AVGO | BROADCOM INC | $1,433.64万 | 2.10% | 46,320 | -2,997 | -6.1% | -$92.76万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $1,524.40万 | 2.23% | 421,698 | 421,698 | — | $1,524.40万 | 新建仓 |
| CMDT | PIMCO ETF TR | $1,632.60万 | 2.39% | 505,934 | 505,934 | — | $1,632.60万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,898.70万 | 2.78% | 91,166 | -1,657 | -1.8% | -$34.51万 | 减仓 |
| GOOG | ALPHABET INC | $2,152.77万 | 3.15% | 75,047 | -12,589 | -14.4% | -$361.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,674.91万 | 3.91% | 72,260 | -7,976 | -9.9% | -$295.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,239.79万 | 4.74% | 185,768 | -23,671 | -11.3% | -$412.82万 | 减仓 |
| AAPL | APPLE INC | $3,870.44万 | 5.66% | 152,507 | -10,266 | -6.3% | -$260.54万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,689.91万 | 8.32% | 1,460,459 | 192,655 | 15.2% | $750.58万 | 加仓 |