North Star Investment Management Corp.
CHICAGO IL · SEC CIK 0001342857
$16.50亿2026Q1 申报市值
1,700持仓数
28.8%前十大占比 · 第一大 4.7%
243 / 82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
VCSH 加仓+$598.19万
SCHD 加仓+$525.34万
AGG 加仓+$392.22万
KRE 加仓+$374.01万
SHV 加仓+$357.01万
2026Q1 卖出最多 按季末市值估算
XLF 减仓-$489.94万
COMERICA INC COM 清仓-$355.72万
SPHR 减仓-$332.36万
IVW 减仓-$191.30万
EWJ 减仓-$173.63万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON COM | $1,395.63万 | 0.85% | 57,095 | 147 | 0.3% | $3.59万 | 加仓 |
| AMLP | ALPS TRUST ETF ALERIAN MLP | $1,506.59万 | 0.91% | 286,205 | 63,244 | 28.4% | $332.92万 | 加仓 |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | $1,606.64万 | 0.97% | 151,355 | 3,522 | 2.4% | $37.39万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,639.07万 | 0.99% | 75,363 | -1,089 | -1.4% | -$23.68万 | 减仓 |
| VTIP | VANGUARD SHORT TERM INFL-PROTECTED | $1,649.37万 | 1.00% | 330,205 | 1,487 | 0.5% | $7.43万 | 加仓 |
| GOOGL | GOOGLE INC | $1,897.73万 | 1.15% | 65,994 | -1,754 | -2.6% | -$50.44万 | 减仓 |
| BX | BLACKSTONE GROUP LP | $1,954.97万 | 1.18% | 170,012 | 9,973 | 6.2% | $114.68万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,654.99万 | 1.61% | 44,431 | -281 | -0.6% | -$16.79万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $3,188.96万 | 1.93% | 799,237 | 18,229 | 2.3% | $72.73万 | 加仓 |
| MSFT | MICROSOFT | $3,573.85万 | 2.17% | 96,546 | 827 | 0.9% | $30.61万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $4,095.30万 | 2.48% | 193,952 | 7,198 | 3.9% | $151.99万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4,205.43万 | 2.55% | 64,665 | 21 | 0.0% | $1.37万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $4,622.31万 | 2.80% | 144,082 | 1,063 | 0.7% | $34.10万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $5,673.40万 | 3.44% | 501,583 | -16,913 | -3.3% | -$191.30万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $5,858.66万 | 3.55% | 739,077 | 75,463 | 11.4% | $598.19万 | 加仓 |
| AAPL | APPLE INC | $5,957.91万 | 3.61% | 234,757 | -2,912 | -1.2% | -$73.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $7,768.45万 | 4.71% | 264,089 | -776 | -0.3% | -$22.83万 | 减仓 |