Northside Capital Management, LLC
Hood River OR · SEC CIK 0001631052
$12.22亿2026Q2 申报市值
187持仓数
39.5%前十大占比 · 第一大 8.3%
7 / 17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
NFLX 加仓+$790.98万
TMO 加仓+$477.24万
GEHC 加仓+$324.11万
MBB 加仓+$213.96万
BSX 加仓+$209.94万
2026Q2 卖出最多 按季末市值估算
C 减仓-$477.14万
SNOW 减仓-$395.75万
VYM 减仓-$255.58万
UL 减仓-$227.78万
WAT 清仓-$207.72万
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 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $88.90万 | 0.07% | 5,242 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.12万 | 0.08% | 3,276 | -205 | -5.9% | -$5.76万 | 减仓 |
| GLW | CORNING INC | $94.51万 | 0.08% | 3,700 | -1,200 | -24.5% | -$30.65万 | 减仓 |
| DE | DEERE & CO | $103.65万 | 0.08% | 1,634 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $114.86万 | 0.09% | 8,479 | -1,045 | -11.0% | -$14.16万 | 减仓 |
| FTNT | FORTINET INC | $115.22万 | 0.09% | 7,500 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $116.34万 | 0.10% | 13,920 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $116.59万 | 0.10% | 857 | -15 | -1.7% | -$2.04万 | 减仓 |
| PEP | PEPSICO INC | $117.24万 | 0.10% | 8,658 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $124.25万 | 0.10% | 3,523 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $130.43万 | 0.11% | 3,010 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $137.74万 | 0.11% | 8,775 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $145.47万 | 0.12% | 39,865 | -3,000 | -7.0% | -$10.95万 | 减仓 |
| CAT | CATERPILLAR INC | $147.80万 | 0.12% | 1,387 | -50 | -3.5% | -$5.33万 | 减仓 |
| GEV | GE VERNOVA INC | $148.27万 | 0.12% | 1,262 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $148.60万 | 0.12% | 4,061 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $154.37万 | 0.13% | 13,118 | 18 | 0.1% | $2,118 | 加仓 |
| RTX | RTX CORPORATION | $161.40万 | 0.13% | 8,506 | -796 | -8.6% | -$15.10万 | 减仓 |
| LIN | LINDE PLC | $181.99万 | 0.15% | 3,506 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $190.69万 | 0.16% | 46,945 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $202.11万 | 0.17% | 5,408 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $213.85万 | 0.18% | 25,805 | -2,830 | -9.9% | -$23.45万 | 减仓 |
| — | EXXON MOBIL CORP | $214.17万 | 0.18% | 15,665 | -125 | -0.8% | -$1.71万 | 减仓 |
| DGRO | ISHARES TR | $217.52万 | 0.18% | 28,700 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $218.05万 | 0.18% | 13,154 | -1,722 | -11.6% | -$28.55万 | 减仓 |
| WY | WEYERHAEUSER CO | $231.87万 | 0.19% | 96,855 | -6,905 | -6.7% | -$16.53万 | 减仓 |
| AVGO | BROADCOM INC | $243.88万 | 0.20% | 6,456 | 3,114 | 93.2% | $117.63万 | 加仓 |
| IYW | ISHARES TR | $247.19万 | 0.20% | 9,800 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $247.71万 | 0.20% | 42,826 | -3,646 | -7.8% | -$21.09万 | 减仓 |
| NVS | NOVARTIS AG | $262.10万 | 0.21% | 16,724 | -160 | -0.9% | -$2.51万 | 减仓 |
| WFC | WELLS FARGO & CO | $266.71万 | 0.22% | 32,273 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $282.74万 | 0.23% | 16,725 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $283.52万 | 0.23% | 11,267 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $300.97万 | 0.25% | 1,512 | 846 | 127.0% | $168.40万 | 加仓 |
| KKR | KKR & CO INC | $321.48万 | 0.26% | 35,026 | -830 | -2.3% | -$7.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $325.52万 | 0.27% | 3,479 | -25 | -0.7% | -$2.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $329.52万 | 0.27% | 22,471 | -200 | -0.9% | -$2.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $340.15万 | 0.28% | 45,047 | -3,000 | -6.2% | -$22.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $354.69万 | 0.29% | 34,118 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $359.07万 | 0.29% | 81,532 | 210 | 0.3% | $9,248 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $389.55万 | 0.32% | 113,969 | -3,915 | -3.3% | -$13.38万 | 减仓 |
| DTE | DTE ENERGY CO | $396.88万 | 0.32% | 26,047 | 121 | 0.5% | $1.84万 | 加仓 |
| MRK | MERCK & CO INC | $453.40万 | 0.37% | 35,283 | -670 | -1.9% | -$8.61万 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $464.77万 | 0.38% | 1,030,526 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $472.95万 | 0.39% | 40,265 | -5,347 | -11.7% | -$62.81万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $479.77万 | 0.39% | 9,420 | -237 | -2.5% | -$12.07万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.43% | 7 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $592.87万 | 0.49% | 98,614 | -37,888 | -27.8% | -$227.78万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $616.09万 | 0.50% | 24,258 | -3,262 | -11.9% | -$82.85万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $675.59万 | 0.55% | 132,885 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $684.44万 | 0.56% | 160,366 | 49,189 | 44.2% | $209.94万 | 加仓 |
| NU | NU HLDGS LTD | $685.00万 | 0.56% | 512,727 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $730.96万 | 0.60% | 61,783 | 185 | 0.3% | $2.19万 | 加仓 |
| DDOG | DATADOG INC | $737.16万 | 0.60% | 28,313 | -2,000 | -6.6% | -$52.07万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $791.35万 | 0.65% | 135,459 | -4,480 | -3.2% | -$26.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $804.50万 | 0.66% | 63,557 | -299 | -0.5% | -$3.78万 | 减仓 |
| NFLX | NETFLIX INC. | $837.89万 | 0.69% | 117,351 | 110,781 | 1,686.2% | $790.98万 | 加仓 |
| IJR | ISHARES TR | $851.53万 | 0.70% | 57,415 | -121 | -0.2% | -$1.79万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $928.02万 | 0.76% | 61,324 | 9,494 | 18.3% | $143.67万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $932.49万 | 0.76% | 130,437 | -46 | -0.0% | -$3,289 | 减仓 |
| NVDA | NVIDIA CORPORATION | $947.77万 | 0.78% | 47,367 | 6,770 | 16.7% | $135.46万 | 加仓 |
| GOOG | ALPHABET INC | $960.10万 | 0.79% | 27,173 | -1,037 | -3.7% | -$36.64万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $970.01万 | 0.79% | 453,276 | -8,047 | -1.7% | -$17.22万 | 减仓 |
| MDT | MEDTRONIC PLC | $992.04万 | 0.81% | 126,811 | -379 | -0.3% | -$2.96万 | 减仓 |
| PPL | PPL CORP | $1,009.98万 | 0.83% | 277,849 | 39,850 | 16.7% | $144.85万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,031.22万 | 0.84% | 41,882 | 798 | 1.9% | $19.65万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,031.66万 | 0.84% | 43,164 | 113 | 0.3% | $2.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,039.52万 | 0.85% | 20,239 | -158 | -0.8% | -$8.12万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,072.74万 | 0.88% | 605,045 | 11,572 | 1.9% | $20.52万 | 加仓 |
| CRH | CRH PLC | $1,096.68万 | 0.90% | 102,493 | 16,428 | 19.1% | $175.78万 | 加仓 |
| UNP | UNION PAC CORP | $1,098.06万 | 0.90% | 40,370 | -147 | -0.4% | -$4.00万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,138.23万 | 0.93% | 132,214 | -3,449 | -2.5% | -$29.69万 | 减仓 |
| CCK | CROWN HLDGS INC | $1,146.39万 | 0.94% | 102,521 | 1,674 | 1.7% | $18.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,185.34万 | 0.97% | 36,212 | -4,937 | -12.0% | -$161.60万 | 减仓 |
| C | CITIGROUP INC | $1,201.43万 | 0.98% | 85,841 | -34,091 | -28.4% | -$477.14万 | 减仓 |
| META | META PLATFORMS INC | $1,307.34万 | 1.07% | 23,209 | 77 | 0.3% | $4.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,375.87万 | 1.13% | 27,496 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1,377.98万 | 1.13% | 169,555 | -172 | -0.1% | -$1.40万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1,396.98万 | 1.14% | 692,605 | -16,858 | -2.4% | -$34.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,431.94万 | 1.17% | 251,306 | -116 | -0.0% | -$6,610 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,439.94万 | 1.18% | 19,282 | -279 | -1.4% | -$20.84万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,548.55万 | 1.27% | 241,923 | 50,634 | 26.5% | $324.11万 | 加仓 |
| EOG | EOG RES INC | $1,551.22万 | 1.27% | 119,573 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $1,590.95万 | 1.30% | 599,905 | 1,562 | 0.3% | $4.14万 | 加仓 |
| IEFA | ISHARES TR | $1,638.63万 | 1.34% | 169,665 | 1,414 | 0.8% | $13.66万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,641.50万 | 1.34% | 32,741 | 9,519 | 41.0% | $477.24万 | 加仓 |
| V | VISA INC | $1,825.27万 | 1.49% | 53,200 | 4,613 | 9.5% | $158.27万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,832.40万 | 1.50% | 72,000 | -15,550 | -17.8% | -$395.75万 | 减仓 |
| PFF | ISHARES TR | $1,891.06万 | 1.55% | 620,223 | -12,446 | -2.0% | -$37.95万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,926.65万 | 1.58% | 121,917 | -16,173 | -11.7% | -$255.58万 | 减仓 |
| MPLX | MPLX LP | $2,044.68万 | 1.67% | 362,982 | 874 | 0.2% | $4.92万 | 加仓 |
| VST | VISTRA CORP | $2,217.39万 | 1.82% | 139,784 | 6,582 | 4.9% | $104.41万 | 加仓 |
| LLY | ELI LILLY & CO | $2,506.10万 | 2.05% | 20,894 | 618 | 3.0% | $74.13万 | 加仓 |
| AAPL | APPLE INC | $2,633.18万 | 2.16% | 91,000 | -2,344 | -2.5% | -$67.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,647.87万 | 2.17% | 301,683 | 40 | 0.0% | $3,511 | 加仓 |
| AMZN | AMAZON COM INC | $3,079.50万 | 2.52% | 129,206 | -96 | -0.1% | -$2.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,468.17万 | 2.84% | 92,975 | -1,718 | -1.8% | -$64.09万 | 减仓 |
| MBB | ISHARES TR | $3,725.91万 | 3.05% | 394,193 | 22,637 | 6.1% | $213.96万 | 加仓 |
| ET | ENERGY TRANSFER L P | $3,841.69万 | 3.14% | 2,009,253 | -8 | -0.0% | -$153 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,138.22万 | 3.39% | 1,125,740 | -1,439 | -0.1% | -$5.29万 | 减仓 |