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 |
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | $162.42万 | 0.24% | 20,445 | -11,750 | -36.5% | -$93.34万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $162.22万 | 0.24% | 10,912 | 10,912 | — | $162.22万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $156.96万 | 0.23% | 11,450 | -13,062 | -53.3% | -$179.05万 | 减仓 |
| CSCO | CISCO SYS INC | $153.76万 | 0.22% | 19,817 | -2,310 | -10.4% | -$17.92万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $152.78万 | 0.22% | 5,238 | -1,700 | -24.5% | -$49.59万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $142.94万 | 0.21% | 5,062 | -72 | -1.4% | -$2.03万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $129.42万 | 0.19% | 22,453 | -2,334 | -9.4% | -$13.45万 | 减仓 |
| IJH | ISHARES TR | $128.29万 | 0.19% | 18,997 | -354 | -1.8% | -$2.39万 | 减仓 |
| IDA | IDACORP INC | $124.96万 | 0.18% | 8,740 | -237 | -2.6% | -$3.39万 | 减仓 |
| CRM | SALESFORCE INC | $124.25万 | 0.18% | 6,656 | 2,607 | 64.4% | $48.66万 | 加仓 |
| USB | US BANCORP | $121.29万 | 0.18% | 23,320 | -5,603 | -19.4% | -$29.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.08万 | 0.18% | 24,120 | -3,414 | -12.4% | -$17.14万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $114.54万 | 0.17% | 9,043 | -384 | -4.1% | -$4.86万 | 减仓 |
| POOL | POOL CORP | $113.45万 | 0.17% | 5,606 | -585 | -9.4% | -$11.84万 | 减仓 |
| UNP | UNION PAC CORP | $113.13万 | 0.17% | 4,663 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $107.93万 | 0.16% | 8,528 | -3,109 | -26.7% | -$39.35万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $107.17万 | 0.16% | 11,852 | 7,367 | 164.3% | $66.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $101.74万 | 0.15% | 5,001 | 83 | 1.7% | $1.69万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $101.52万 | 0.15% | 2,869 | -46 | -1.6% | -$1.63万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $98.89万 | 0.14% | 10,688 | 1,689 | 18.8% | $15.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $96.57万 | 0.14% | 4,922 | 1,387 | 39.2% | $27.21万 | 加仓 |
| CHWY | CHEWY INC | $96.48万 | 0.14% | 35,733 | 27,688 | 344.2% | $74.76万 | 加仓 |
| T | AT&T INC | $96.41万 | 0.14% | 33,255 | -566 | -1.7% | -$1.64万 | 减仓 |
| WAB | WABTEC | $95.87万 | 0.14% | 3,836 | 28 | 0.7% | $6,997 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $94.32万 | 0.14% | 181,721 | -26,686 | -12.8% | -$13.85万 | 减仓 |
| MGV | VANGUARD WORLD FD | $93.64万 | 0.14% | 6,460 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $92.96万 | 0.14% | 1,538 | -672 | -30.4% | -$40.62万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $92.63万 | 0.14% | 9,416 | -850 | -8.3% | -$8.36万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $91.72万 | 0.13% | 3,014 | -2,316 | -43.5% | -$70.48万 | 减仓 |
| ECL | ECOLAB INC | $91.03万 | 0.13% | 3,422 | -1,048 | -23.4% | -$27.88万 | 减仓 |
| NDAQ | NASDAQ INC | $87.92万 | 0.13% | 10,357 | -144 | -1.4% | -$1.22万 | 减仓 |
| RPM | RPM INTL INC | $87.43万 | 0.13% | 8,796 | -5,818 | -39.8% | -$57.83万 | 减仓 |
| NFLX | NETFLIX INC. | $86.78万 | 0.13% | 9,026 | 3,997 | 79.5% | $38.43万 | 加仓 |
| BURL | BURLINGTON STORES INC | $84.60万 | 0.12% | 2,600 | -483 | -15.7% | -$15.72万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $84.40万 | 0.12% | 18,632 | -1,559 | -7.7% | -$7.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $83.34万 | 0.12% | 1,908 | 213 | 12.6% | $9.30万 | 加仓 |
| CI | THE CIGNA GROUP | $79.14万 | 0.12% | 2,967 | 1,387 | 87.8% | $37.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $77.99万 | 0.11% | 8,705 | -2,951 | -25.3% | -$26.44万 | 减仓 |
| IJR | ISHARES TR | $74.06万 | 0.11% | 5,958 | 700 | 13.3% | $8.70万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $73.97万 | 0.11% | 8,025 | -188 | -2.3% | -$1.73万 | 减仓 |
| QCOM | QUALCOMM INC | $73.56万 | 0.11% | 5,712 | -957 | -14.3% | -$12.32万 | 减仓 |
| INVH | INVITATION HOMES INC | $72.57万 | 0.11% | 29,205 | 29,205 | — | $72.57万 | 新建仓 |
| CCI | CROWN CASTLE INC | $71.17万 | 0.10% | 8,753 | 5,728 | 189.4% | $46.57万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $69.25万 | 0.10% | 3,377 | -340 | -9.1% | -$6.97万 | 减仓 |
| CACI | CACI INTL INC | $68.64万 | 0.10% | 1,262 | -31 | -2.4% | -$1.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $68.43万 | 0.10% | 4,139 | 707 | 20.6% | $11.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $66.27万 | 0.10% | 4,475 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $65.82万 | 0.10% | 2,626 | -63 | -2.3% | -$1.58万 | 减仓 |
| ICLR | ICON PLC | $65.69万 | 0.10% | 5,936 | -1,637 | -21.6% | -$18.12万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $65.45万 | 0.10% | 9,743 | 9,743 | — | $65.45万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $65.03万 | 0.10% | 30,502 | -10,624 | -25.8% | -$22.65万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $64.26万 | 0.09% | 21,334 | 659 | 3.2% | $1.98万 | 加仓 |
| DIOD | DIODES INC | $62.65万 | 0.09% | 9,178 | 1,060 | 13.1% | $7.24万 | 加仓 |
| SF | STIFEL FINL CORP | $62.44万 | 0.09% | 8,447 | -198 | -2.3% | -$1.46万 | 减仓 |
| PAYX | PAYCHEX INC | $61.55万 | 0.09% | 6,681 | -927 | -12.2% | -$8.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.64万 | 0.09% | 1,016 | 21 | 2.1% | $1.21万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $57.87万 | 0.08% | 6,288 | 483 | 8.3% | $4.45万 | 加仓 |
| MC | MOELIS & CO | $57.80万 | 0.08% | 10,141 | 1,818 | 21.8% | $10.36万 | 加仓 |
| TGT | TARGET CORP | $57.35万 | 0.08% | 4,732 | -1,340 | -22.1% | -$16.24万 | 减仓 |
| RVTY | REVVITY INC | $54.63万 | 0.08% | 6,236 | -8,137 | -56.6% | -$71.29万 | 减仓 |
| ENS | ENERSYS | $52.55万 | 0.08% | 3,025 | -583 | -16.2% | -$10.13万 | 减仓 |
| CSL | CARLISLE COS INC | $52.55万 | 0.08% | 1,575 | -35 | -2.2% | -$1.17万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $51.53万 | 0.08% | 708 | -290 | -29.1% | -$21.11万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $51.46万 | 0.08% | 32,738 | -7 | -0.0% | -$110 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $50.04万 | 0.07% | 16,435 | 1,498 | 10.0% | $4.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.97万 | 0.07% | 753 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $48.22万 | 0.07% | 1,936 | -45 | -2.3% | -$1.12万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $46.37万 | 0.07% | 12,975 | -1,751 | -11.9% | -$6.26万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $46.27万 | 0.07% | 6,138 | -145 | -2.3% | -$1.09万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $46.15万 | 0.07% | 9,013 | 66 | 0.7% | $3,379 | 加仓 |
| VO | VANGUARD INDEX FDS | $45.17万 | 0.07% | 1,573 | 593 | 60.5% | $17.03万 | 加仓 |
| LOW | LOWES COS INC | $44.99万 | 0.07% | 1,904 | -6,508 | -77.4% | -$153.77万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $44.90万 | 0.07% | 10,625 | -25,328 | -70.4% | -$107.04万 | 减仓 |
| DORM | DORMAN PRODS INC | $44.76万 | 0.07% | 4,289 | 697 | 19.4% | $7.27万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $44.70万 | 0.07% | 15,292 | -171 | -1.1% | -$4,998 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $44.28万 | 0.06% | 13,124 | 13,124 | — | $44.28万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $43.57万 | 0.06% | 3,423 | 1,604 | 88.2% | $20.42万 | 加仓 |
| AAON | AAON INC | $43.52万 | 0.06% | 5,259 | 537 | 11.4% | $4.44万 | 加仓 |
| ADBE | ADOBE INC | $42.98万 | 0.06% | 1,768 | -528 | -23.0% | -$12.83万 | 减仓 |
| ADC | AGREE RLTY CORP | $42.56万 | 0.06% | 5,646 | -125 | -2.2% | -$9,422 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $41.43万 | 0.06% | 5,773 | 12 | 0.2% | $861 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $39.65万 | 0.06% | 4,881 | -114 | -2.3% | -$9,260 | 减仓 |
| AMAT | APPLIED MATLS INC | $39.58万 | 0.06% | 1,158 | 46 | 4.1% | $1.57万 | 加仓 |
| MCD | MCDONALDS CORP | $39.56万 | 0.06% | 1,273 | -60 | -4.5% | -$1.86万 | 减仓 |
| IWR | ISHARES TR | $37.92万 | 0.06% | 3,900 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $37.88万 | 0.06% | 4,305 | -1,130 | -20.8% | -$9.94万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $37.67万 | 0.06% | 2,035 | -50 | -2.4% | -$9,254 | 减仓 |
| NKE | NIKE INC | $37.19万 | 0.05% | 7,041 | 7,041 | — | $37.19万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $36.99万 | 0.05% | 43,774 | 43,774 | — | $36.99万 | 新建仓 |
| GPC | GENUINE PARTS CO | $36.37万 | 0.05% | 3,439 | 3,439 | — | $36.37万 | 新建仓 |
| HUM | HUMANA INC | $36.36万 | 0.05% | 2,097 | -492 | -19.0% | -$8.53万 | 减仓 |
| MRK | MERCK & CO INC | $35.80万 | 0.05% | 2,976 | -1,020 | -25.5% | -$12.27万 | 减仓 |
| DT | DYNATRACE INC | $35.53万 | 0.05% | 9,608 | 2,390 | 33.1% | $8.84万 | 加仓 |
| ICFI | ICF INTL INC | $35.32万 | 0.05% | 5,409 | -129 | -2.3% | -$8,422 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $35.21万 | 0.05% | 2,645 | 447 | 20.3% | $5.95万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $34.74万 | 0.05% | 16,196 | 16,196 | — | $34.74万 | 新建仓 |
| CAVA | CAVA GROUP INC | $34.63万 | 0.05% | 4,280 | -332 | -7.2% | -$2.69万 | 减仓 |
| HSY | HERSHEY CO | $34.43万 | 0.05% | 1,656 | 6 | 0.4% | $1,247 | 加仓 |
| CPT | CAMDEN PPTY TR | $33.66万 | 0.05% | 3,447 | 3,447 | — | $33.66万 | 新建仓 |
| ATR | APTARGROUP INC | $33.50万 | 0.05% | 2,658 | 2,658 | — | $33.50万 | 新建仓 |