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 |
|---|---|---|---|---|---|---|---|---|
| KMT | KENNAMETAL INC | $0 | 0.00% | 0 | -68,300 | -100.0% | -$246.79万 | 清仓 |
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,914 | -100.0% | -$172.59万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -44,335 | -100.0% | -$164.57万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -5,606 | -100.0% | -$113.45万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,768 | -100.0% | -$42.98万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -7,041 | -100.0% | -$37.19万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -2,475 | -100.0% | -$32.41万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -905 | -100.0% | -$31.79万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -12,165 | -100.0% | -$30.90万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -2,724 | -100.0% | -$30.72万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,899 | -100.0% | -$26.68万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,471 | -100.0% | -$22.09万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,591 | -100.0% | -$21.79万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -5,381 | -100.0% | -$20.78万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,318 | -100.0% | -$20.50万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $18.99万 | 0.03% | 11,752 | 220 | 1.9% | $3,555 | 加仓 |
| IVW | ISHARES TR | $20.16万 | 0.03% | 1,466 | 1,466 | — | $20.16万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $20.57万 | 0.03% | 608 | -2,261 | -78.8% | -$76.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.78万 | 0.03% | 1,781 | 140 | 8.5% | $1.63万 | 加仓 |
| ASML | ASML HLDG NV | $21.09万 | 0.03% | 106 | 106 | — | $21.09万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $21.50万 | 0.03% | 11,992 | -92,687 | -88.5% | -$166.19万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $21.82万 | 0.03% | 737 | -124 | -14.4% | -$3.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.85万 | 0.03% | 6,456 | 0 | 0.0% | — | 重新持有 |
| NOG | NORTHERN OIL & GAS INC | $23.77万 | 0.03% | 13,095 | -2,197 | -14.4% | -$3.99万 | 减仓 |
| IWM | ISHARES TR | $24.22万 | 0.03% | 806 | 806 | — | $24.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.30万 | 0.03% | 864 | -12 | -1.4% | -$3,375 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $24.44万 | 0.03% | 588 | -567 | -49.1% | -$23.57万 | 重新持有 |
| ENOV | ENOVIS CORPORATION | $24.46万 | 0.03% | 11,817 | -1,920 | -14.0% | -$3.97万 | 减仓 |
| LOW | LOWES COS INC | $24.65万 | 0.03% | 1,118 | -786 | -41.3% | -$17.33万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.90万 | 0.03% | 507 | -46 | -8.3% | -$2.26万 | 减仓 |
| IEFA | ISHARES TR | $25.01万 | 0.04% | 2,590 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $25.69万 | 0.04% | 254 | 20 | 8.5% | $2.02万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $26.03万 | 0.04% | 890 | 890 | — | $26.03万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.63万 | 0.04% | 1,189 | 88 | 8.0% | $1.97万 | 加仓 |
| CLH | CLEAN HARBORS INC | $26.89万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $28.20万 | 0.04% | 6,608 | 6,608 | — | $28.20万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $28.25万 | 0.04% | 1,727 | -11,790 | -87.2% | -$192.85万 | 减仓 |
| ATR | APTARGROUP INC | $28.51万 | 0.04% | 2,277 | -381 | -14.3% | -$4.77万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $28.54万 | 0.04% | 9,521 | -1,902 | -16.7% | -$5.70万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $28.99万 | 0.04% | 7,016 | 454 | 6.9% | $1.88万 | 加仓 |
| HSY | HERSHEY CO | $29.12万 | 0.04% | 1,660 | 4 | 0.2% | $702 | 加仓 |
| BAC | BANK OF AMER CORP | $29.28万 | 0.04% | 5,139 | 5,139 | — | $29.28万 | 新建仓 |
| MPC | MARATHON PETE CORP | $30.12万 | 0.04% | 1,178 | 8 | 0.7% | $2,045 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.38万 | 0.04% | 3,627 | 335 | 10.2% | $2.81万 | 加仓 |
| SYK | STRYKER CORPORATION | $30.85万 | 0.04% | 980 | 980 | — | $30.85万 | 新建仓 |
| IEMG | ISHARES INC | $31.15万 | 0.04% | 3,760 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $31.45万 | 0.04% | 5,453 | 5,453 | — | $31.45万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $31.57万 | 0.04% | 2,267 | -378 | -14.3% | -$5.26万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $31.97万 | 0.04% | 1,790 | 61 | 3.5% | $1.09万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.06万 | 0.05% | 4,970 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $32.53万 | 0.05% | 2,460 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $32.85万 | 0.05% | 2,784 | -655 | -19.0% | -$7.73万 | 减仓 |
| EVRG | EVERGY INC | $32.88万 | 0.05% | 3,804 | 32 | 0.8% | $2,766 | 加仓 |
| QCOM | QUALCOMM INC | $33.41万 | 0.05% | 1,808 | -3,904 | -68.3% | -$72.14万 | 减仓 |
| ICFI | ICF INTL INC | $33.82万 | 0.05% | 4,642 | -767 | -14.2% | -$5.59万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $34.51万 | 0.05% | 3,693 | -612 | -14.2% | -$5.72万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $34.96万 | 0.05% | 1,521 | 1,521 | — | $34.96万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $35.28万 | 0.05% | 4,190 | -691 | -14.2% | -$5.82万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $35.38万 | 0.05% | 1,747 | -288 | -14.2% | -$5.83万 | 减仓 |
| CAVA | CAVA GROUP INC | $35.69万 | 0.05% | 4,548 | 268 | 6.3% | $2.10万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $36.07万 | 0.05% | 3,355 | -6,061 | -64.4% | -$65.16万 | 减仓 |
| PAYX | PAYCHEX INC | $36.08万 | 0.05% | 3,669 | -3,012 | -45.1% | -$29.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.19万 | 0.05% | 8,158 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $36.44万 | 0.05% | 14,093 | -2,342 | -14.3% | -$6.06万 | 减仓 |
| MCD | MCDONALDS CORP | $36.68万 | 0.05% | 1,357 | 84 | 6.6% | $2.27万 | 加仓 |
| ADC | AGREE RLTY CORP | $36.76万 | 0.05% | 4,854 | -792 | -14.0% | -$6.00万 | 减仓 |
| SMMD | ISHARES TR | $37.14万 | 0.05% | 4,053 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $39.27万 | 0.06% | 3,440 | 1,039 | 43.3% | $11.86万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $39.32万 | 0.06% | 12,146 | -1,548 | -11.3% | -$5.01万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $39.56万 | 0.06% | 13,855 | 13,855 | — | $39.56万 | 新建仓 |
| CAT | CATERPILLAR INC | $39.61万 | 0.06% | 372 | 372 | — | $39.61万 | 新建仓 |
| QLYS | QUALYS INC | $41.27万 | 0.06% | 3,002 | -498 | -14.2% | -$6.85万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $41.31万 | 0.06% | 13,887 | -2,309 | -14.3% | -$6.87万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $41.47万 | 0.06% | 5,394 | -894 | -14.2% | -$6.87万 | 减仓 |
| VGT | VANGUARD WORLD FD | $41.59万 | 0.06% | 3,480 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $42.91万 | 0.06% | 2,715 | -1,760 | -39.3% | -$27.81万 | 减仓 |
| IWR | ISHARES TR | $43.02万 | 0.06% | 3,900 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $43.49万 | 0.06% | 3,043 | 3,043 | — | $43.49万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $44.10万 | 0.06% | 32,766 | 28 | 0.1% | $377 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $44.15万 | 0.06% | 1,663 | -273 | -14.1% | -$7.25万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $44.28万 | 0.06% | 10,255 | -370 | -3.5% | -$1.60万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $44.33万 | 0.06% | 5,811 | 38 | 0.7% | $2,899 | 加仓 |
| DT | DYNATRACE INC | $44.44万 | 0.06% | 10,120 | 512 | 5.3% | $2.25万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $44.55万 | 0.06% | 13,397 | 2,862 | 27.2% | $9.52万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $46.16万 | 0.06% | 5,327 | 5,327 | — | $46.16万 | 新建仓 |
| MRK | MERCK & CO INC | $46.92万 | 0.07% | 3,651 | 675 | 22.7% | $8.67万 | 加仓 |
| MC | MOELIS & CO | $46.96万 | 0.07% | 7,178 | -2,963 | -29.2% | -$19.38万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $47.11万 | 0.07% | 11,134 | -1,841 | -14.2% | -$7.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $47.84万 | 0.07% | 1,104 | 84 | 8.2% | $3.64万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $48.15万 | 0.07% | 26,156 | -4,346 | -14.2% | -$8.00万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $48.40万 | 0.07% | 609 | -99 | -14.0% | -$7.87万 | 减仓 |
| TFC | TRUIST FINL CORP | $48.50万 | 0.07% | 9,736 | 9,736 | — | $48.50万 | 新建仓 |
| TGT | TARGET CORP | $48.57万 | 0.07% | 3,719 | -1,013 | -21.4% | -$13.23万 | 减仓 |
| CSL | CARLISLE COS INC | $49.04万 | 0.07% | 1,352 | -223 | -14.2% | -$8.09万 | 减仓 |
| CACI | CACI INTL INC | $50.08万 | 0.07% | 1,081 | -181 | -14.3% | -$8.39万 | 减仓 |
| EFA | ISHARES TR | $50.15万 | 0.07% | 4,828 | 1,978 | 69.4% | $20.55万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $50.45万 | 0.07% | 53,722 | 9,948 | 22.7% | $9.34万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $51.12万 | 0.07% | 5,270 | -868 | -14.1% | -$8.42万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $52.14万 | 0.07% | 13,809 | 685 | 5.2% | $2.59万 | 加仓 |
| ENS | ENERSYS | $53.36万 | 0.07% | 2,282 | -743 | -24.6% | -$17.37万 | 减仓 |