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 |
|---|---|---|---|---|---|---|---|---|
| AMTM | AMENTUM HOLDINGS INC | $33.23万 | 0.05% | 12,742 | 12,742 | — | $33.23万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $33.21万 | 0.05% | 2,401 | 10 | 0.4% | $1,383 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $33.02万 | 0.05% | 6,562 | 6,562 | — | $33.02万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $32.41万 | 0.05% | 2,475 | -2,817 | -53.2% | -$36.89万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $31.91万 | 0.05% | 10,535 | 10,535 | — | $31.91万 | 新建仓 |
| — | TOPBUILD COR | $31.79万 | 0.05% | 905 | 5 | 0.6% | $1,756 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.70万 | 0.05% | 8,158 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $31.27万 | 0.05% | 1,729 | -365 | -17.4% | -$6.60万 | 减仓 |
| ENOV | ENOVIS CORPORATION | $31.25万 | 0.05% | 13,737 | -302 | -2.2% | -$6,871 | 减仓 |
| MKSI | MKS INC. | $30.96万 | 0.05% | 1,347 | -80 | -5.6% | -$1.84万 | 减仓 |
| SMMD | ISHARES TR | $30.94万 | 0.05% | 4,053 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $30.90万 | 0.05% | 3,772 | 11 | 0.3% | $901 | 加仓 |
| RHI | ROBERT HALF INC. | $30.90万 | 0.05% | 12,165 | -13,506 | -52.6% | -$34.31万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $30.89万 | 0.05% | 861 | -15 | -1.7% | -$5,382 | 减仓 |
| QLYS | QUALYS INC | $30.75万 | 0.04% | 3,500 | 392 | 12.6% | $3.44万 | 加仓 |
| UMBF | UMB FINL CORP | $30.72万 | 0.04% | 2,724 | -845 | -23.7% | -$9.53万 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.35万 | 0.04% | 435 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $29.73万 | 0.04% | 2,130 | -87 | -3.9% | -$1.21万 | 减仓 |
| MPC | MARATHON PETE CORP | $28.57万 | 0.04% | 1,170 | 15 | 1.3% | $3,663 | 重新持有 |
| EFA | ISHARES TR | $27.68万 | 0.04% | 2,850 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $27.62万 | 0.04% | 2,460 | 150 | 6.5% | $1.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.06万 | 0.04% | 801 | 801 | — | $27.06万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $26.68万 | 0.04% | 5,899 | -2,524 | -30.0% | -$11.42万 | 减仓 |
| IEMG | ISHARES INC | $26.23万 | 0.04% | 3,760 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $25.81万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $25.78万 | 0.04% | 11,423 | 11,423 | — | $25.78万 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $25.11万 | 0.04% | 13,694 | 2,778 | 25.4% | $5.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.72万 | 0.04% | 3,292 | 29 | 0.9% | $2,178 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.00万 | 0.04% | 1,641 | -521 | -24.1% | -$7.62万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $23.93万 | 0.04% | 11,532 | 11,532 | — | $23.93万 | 新建仓 |
| IEFA | ISHARES TR | $23.45万 | 0.03% | 2,590 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $23.05万 | 0.03% | 553 | 20 | 3.8% | $8,335 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.49万 | 0.03% | 4,970 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.37万 | 0.03% | 1,101 | 9 | 0.8% | $1,829 | 加仓 |
| EQT | EQT CORP | $22.09万 | 0.03% | 3,471 | 3,471 | — | $22.09万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.79万 | 0.03% | 7,591 | -2,885 | -27.5% | -$8.28万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.79万 | 0.03% | 1,020 | 1,020 | — | $21.79万 | 新建仓 |
| BLKB | BLACKBAUD INC | $20.78万 | 0.03% | 5,381 | -131 | -2.4% | -$5,058 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.50万 | 0.03% | 1,318 | -93 | -6.6% | -$1.45万 | 减仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -44,637 | -100.0% | -$353.59万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -35,009 | -100.0% | -$279.02万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -32,696 | -100.0% | -$272.77万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -64,500 | -100.0% | -$160.93万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,118 | -100.0% | -$49.69万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -3,190 | -100.0% | -$43.45万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -7,391 | -100.0% | -$36.97万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,765 | -100.0% | -$34.79万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,295 | -100.0% | -$31.80万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -4,555 | -100.0% | -$31.62万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -1,641 | -100.0% | -$28.48万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,134 | -100.0% | -$22.01万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,246 | -100.0% | -$21.80万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -2,800 | -100.0% | -$21.71万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -11,196 | -100.0% | -$11.18万 | 清仓 |