First National Advisers, LLC
OMAHA NE · SEC CIK 0001941030
$7.12亿2026Q2 申报市值
251持仓数
36.5%前十大占比 · 第一大 8.4%
23 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 加仓+$847.14万
AMD 加仓+$589.48万
AMAT 加仓+$490.99万
LIVN 新建仓+$326.51万
AVT 新建仓+$279.19万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$608.76万
MSFT 减仓-$450.39万
ABT 减仓-$301.91万
KMT 清仓-$246.79万
GLW 减仓-$238.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BCPC | BALCHEM CORP | $285.39万 | 0.40% | 16,890 | -1,316 | -7.2% | -$22.24万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $287.99万 | 0.40% | 2,083 | -612 | -22.7% | -$84.61万 | 减仓 |
| TXN | TEXAS INSTRS INC | $291.75万 | 0.41% | 9,788 | -180 | -1.8% | -$5.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $292.41万 | 0.41% | 4,061 | -1,110 | -21.5% | -$79.92万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $293.80万 | 0.41% | 113,761 | -5,871 | -4.9% | -$15.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $296.91万 | 0.42% | 41,672 | 1,198 | 3.0% | $8.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $312.54万 | 0.44% | 18,855 | -1,800 | -8.7% | -$29.84万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $316.41万 | 0.44% | 34,693 | -11,821 | -25.4% | -$107.81万 | 减仓 |
| EOG | EOG RES INC | $317.60万 | 0.45% | 24,485 | -8,194 | -25.1% | -$106.29万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $322.40万 | 0.45% | 35,004 | -2,378 | -6.4% | -$21.90万 | 减仓 |
| LIVN | LIVANOVA PLC | $326.51万 | 0.46% | 39,711 | 39,711 | — | $326.51万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $330.23万 | 0.46% | 22,834 | -5,060 | -18.1% | -$73.18万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $342.47万 | 0.48% | 37,854 | 1,842 | 5.1% | $16.66万 | 加仓 |
| CB | CHUBB LIMITED | $342.81万 | 0.48% | 10,061 | -2,406 | -19.3% | -$81.98万 | 减仓 |
| BLK | BLACKROCK INC | $354.20万 | 0.50% | 3,684 | -140 | -3.7% | -$13.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $355.21万 | 0.50% | 15,935 | -1,244 | -7.2% | -$27.73万 | 减仓 |
| ORCL | ORACLE CORP | $361.50万 | 0.51% | 24,668 | 1,664 | 7.2% | $24.39万 | 加仓 |
| NVT | NVENT ELEC PLC | $368.06万 | 0.52% | 21,698 | -1,404 | -6.1% | -$23.82万 | 减仓 |
| HD | HOME DEPOT INC | $371.10万 | 0.52% | 10,521 | -545 | -4.9% | -$19.22万 | 减仓 |
| LIN | LINDE PLC | $372.11万 | 0.52% | 7,171 | -388 | -5.1% | -$20.13万 | 减仓 |
| ETN | EATON CORP PLC | $385.66万 | 0.54% | 9,051 | -312 | -3.3% | -$13.29万 | 减仓 |
| KO | COCA COLA CO | $387.43万 | 0.54% | 47,667 | -3,961 | -7.7% | -$32.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $387.78万 | 0.54% | 7,735 | 1,356 | 21.3% | $67.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $409.75万 | 0.58% | 11,073 | -116 | -1.0% | -$4.29万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $416.00万 | 0.58% | 45,087 | -2,155 | -4.6% | -$19.88万 | 减仓 |
| PEP | PEPSICO INC | $417.18万 | 0.59% | 30,808 | -591 | -1.9% | -$8.00万 | 减仓 |
| APH | AMPHENOL CORP | $418.31万 | 0.59% | 23,725 | -5,774 | -19.6% | -$101.80万 | 减仓 |
| AME | AMETEK INC | $419.75万 | 0.59% | 17,351 | -1,194 | -6.4% | -$28.88万 | 减仓 |
| WFC | WELLS FARGO & CO | $424.80万 | 0.60% | 51,409 | -3,397 | -6.2% | -$28.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $428.09万 | 0.60% | 6,233 | 95 | 1.5% | $6.52万 | 加仓 |
| MTZ | MASTEC INC | $432.24万 | 0.61% | 10,390 | -3,354 | -24.4% | -$139.53万 | 减仓 |
| LFUS | LITTELFUSE INC | $436.05万 | 0.61% | 9,576 | -1,910 | -16.6% | -$86.97万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $437.96万 | 0.62% | 25,781 | -1,472 | -5.4% | -$25.01万 | 减仓 |
| SO | SOUTHERN CO | $449.36万 | 0.63% | 46,945 | 4,413 | 10.4% | $42.24万 | 加仓 |
| MS | MORGAN STANLEY | $450.35万 | 0.63% | 21,543 | -1,296 | -5.7% | -$27.09万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $466.80万 | 0.66% | 219,280 | -17,070 | -7.2% | -$36.34万 | 减仓 |
| CSX | CSX CORP | $473.75万 | 0.67% | 99,683 | -6,288 | -5.9% | -$29.88万 | 减仓 |
| GLW | CORNING INC | $498.23万 | 0.70% | 19,506 | -9,329 | -32.4% | -$238.28万 | 减仓 |
| — | EXXON MOBIL CORP | $525.67万 | 0.74% | 38,448 | -5,046 | -11.6% | -$68.99万 | 减仓 |
| WMT | WALMART INC | $548.12万 | 0.77% | 48,394 | -2,224 | -4.4% | -$25.19万 | 减仓 |
| AMGN | AMGEN INC | $552.62万 | 0.78% | 15,261 | -1,276 | -7.7% | -$46.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $574.71万 | 0.81% | 7,949 | 6,791 | 586.4% | $490.99万 | 加仓 |
| ABBV | ABBVIE INC | $583.13万 | 0.82% | 23,174 | 2,351 | 11.3% | $59.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $584.79万 | 0.82% | 6,251 | -215 | -3.3% | -$20.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $590.97万 | 0.83% | 11,507 | -620 | -5.1% | -$31.84万 | 减仓 |
| TSLA | TESLA INC | $599.61万 | 0.84% | 14,257 | -612 | -4.1% | -$25.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $618.74万 | 0.87% | 70,500 | -4,867 | -6.5% | -$42.72万 | 减仓 |
| RTX | RTX CORPORATION | $657.94万 | 0.92% | 34,676 | -1,850 | -5.1% | -$35.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $879.97万 | 1.24% | 15,149 | 10,148 | 202.9% | $589.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $937.40万 | 1.32% | 18,733 | 3,353 | 21.8% | $167.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $939.59万 | 1.32% | 8,140 | 7,339 | 916.2% | $847.14万 | 加仓 |
| GOOGL | ALPHABET INC | $984.55万 | 1.38% | 27,550 | -2,193 | -7.4% | -$78.37万 | 减仓 |
| LLY | ELI LILLY & CO | $1,105.47万 | 1.55% | 9,217 | -365 | -3.8% | -$43.78万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,123.28万 | 1.58% | 15 | -1 | -6.2% | -$74.89万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,123.50万 | 1.58% | 198,912 | -12,762 | -6.0% | -$72.08万 | 减仓 |
| META | META PLATFORMS INC | $1,214.66万 | 1.71% | 21,564 | -837 | -3.7% | -$47.15万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $1,350.70万 | 1.90% | 391,401 | -30,297 | -7.2% | -$104.55万 | 减仓 |
| CMDT | PIMCO ETF TR | $1,416.40万 | 1.99% | 461,835 | -44,099 | -8.7% | -$135.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,450.40万 | 2.04% | 44,312 | -3,352 | -7.0% | -$109.72万 | 减仓 |
| AVGO | BROADCOM INC | $1,556.82万 | 2.19% | 41,212 | -5,108 | -11.0% | -$192.96万 | 减仓 |
| AMZN | AMAZON COM INC | $2,157.10万 | 3.03% | 90,504 | -662 | -0.7% | -$15.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,245.08万 | 3.15% | 60,186 | -12,074 | -16.7% | -$450.39万 | 减仓 |
| GOOG | ALPHABET INC | $2,503.79万 | 3.52% | 70,861 | -4,186 | -5.6% | -$147.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,570.48万 | 5.02% | 178,445 | -7,323 | -3.9% | -$146.52万 | 减仓 |
| AAPL | APPLE INC | $3,804.19万 | 5.34% | 131,469 | -21,038 | -13.8% | -$608.76万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,946.92万 | 8.35% | 1,441,680 | -18,779 | -1.3% | -$77.46万 | 减仓 |