13F 机构持仓

Northside Capital Management, LLC

Hood River OR · SEC CIK 0001631052

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DVY 8.3%
TXN 5.6%
GLD 4.3%
GOOGL 4.1%
EPD 3.4%
ET 3.1%
MBB 3.1%
MSFT 2.8%
AMZN 2.5%
NEE 2.2%

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
WAT WATERS CORP $00.00%0 -6,975-100.0% -$207.72万 清仓
UBS UBS GROUP AG $00.00%0 -12,823-100.0% -$50.10万 清仓
CVS CVS HEALTH CORP $00.00%0 -4,950-100.0% -$35.55万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -6,266-100.0% -$30.06万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -5,753-100.0% -$28.88万 清仓
ROST ROSS STORES INC $00.00%0 -1,272-100.0% -$27.56万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,535-100.0% -$26.62万 清仓
T AT&T INC $00.00%0 -8,760-100.0% -$25.40万 清仓
TJX TJX COS INC NEW $00.00%0 -1,549-100.0% -$24.74万 清仓
PFE PFIZER INC $00.00%0 -8,283-100.0% -$23.26万 清仓
BUD ANHEUSER BUSCH INBEV SA NV $00.00%0 -3,350-100.0% -$23.24万 清仓
SBUX STARBUCKS CORP $00.00%0 -2,580-100.0% -$23.11万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -6,598-100.0% -$22.12万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -1,180-100.0% -$20.36万 清仓
MQ MARQETA INC $00.00%0 -38,359-100.0% -$15.65万 清仓
CXM SPRINKLR INC $00.00%0 -23,707-100.0% -$14.22万 清仓
KOPN KOPIN CORP $00.00%0 -20,000-100.0% -$4.50万 清仓
— BLACKSTONE MORTGAGE TRUST IN $2.77万0.00%28,000 00.0% — 不变
— EURONET WORLDWIDE INC $3.90万0.00%46,000 00.0% — 不变
NOK NOKIA CORP $15.94万0.01%12,000 00.0% — 不变
MSOS ADVISORSHARES TR $16.40万0.01%32,290 00.0% — 不变
PCG PG&E CORP $18.68万0.02%11,105 -749-6.3% -$1.26万 重新持有
B BARRICK MNG CORP $20.11万0.02%5,475 00.0% — 不变
MTA METALLA RTY & STREAMING LTD $20.16万0.02%26,496 00.0% — 不变
MU MICRON TECHNOLOGY INC $20.20万0.02%174 174— $20.20万 新建仓
CAC CAMDEN NATL CORP $20.28万0.02%3,740 3,740— $20.28万 新建仓
STAG STAG INDUSTRIAL INC $20.55万0.02%5,400 5,400— $20.55万 新建仓
VCIT VANGUARD SCOTTSDALE FDS $20.66万0.02%2,500 00.0% — 不变
KMB KIMBERLY-CLARK CORP $20.68万0.02%1,884 -200-9.6% -$2.20万 重新持有
AMRC AMERESCO INC $20.70万0.02%7,500 00.0% — 重新持有
DINO HF SINCLAIR CORP $20.89万0.02%3,000 3,000— $20.89万 新建仓
BN BROOKFIELD CORP $22.36万0.02%5,250 00.0% — 不变
SCHW SCHWAB CHARLES CORP $23.12万0.02%2,506 00.0% — 不变
— BANK OF AMER CORP $23.21万0.02%185 00.0% — 不变
GIS GENERAL MILLS INC $24.13万0.02%6,933 -1,374-16.5% -$4.78万 减仓
BMI BADGER METER INC $24.48万0.02%1,650 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $24.93万0.02%5,000 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $25.91万0.02%2,134 00.0% — 不变
VTV VANGUARD INDEX FDS $26.15万0.02%1,200 00.0% — 不变
ACN ACCENTURE PLC IRELAND $27.44万0.02%2,205 00.0% — 不变
VOO VANGUARD INDEX FDS $28.41万0.02%413 00.0% — 不变
SYK STRYKER CORPORATION $28.56万0.02%907 00.0% — 不变
MCK MCKESSON CORP $30.22万0.02%400 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S $31.66万0.03%2,475 -2,675-51.9% -$34.21万 减仓
APD AIR PRODUCTS AND CHEMICALS I $32.89万0.03%1,122 00.0% — 不变
ACM AECOM $33.16万0.03%4,750 00.0% — 不变
SHEL SHELL PLC $33.23万0.03%4,285 -225-5.0% -$1.74万 减仓
VO VANGUARD INDEX FDS $33.39万0.03%4,144 40.1% $322 加仓
GS GOLDMAN SACHS GROUP INC $33.63万0.03%332 00.0% — 不变
VDE VANGUARD WORLD FD $34.65万0.03%2,308 00.0% — 不变
MCD MCDONALDS CORP $34.91万0.03%1,291 -285-18.1% -$7.71万 减仓
NRG NRG ENERGY INC $35.05万0.03%2,400 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTA $35.93万0.03%14,336 00.0% — 不变
GPC GENUINE PARTS CO $36.87万0.03%3,125 -930-22.9% -$10.97万 减仓
LMT LOCKHEED MARTIN CORP $37.09万0.03%728 00.0% — 不变
BA BOEING CO $37.36万0.03%1,726 00.0% — 不变
UBER UBER TECHNOLOGIES INC $38.55万0.03%5,342 00.0% — 不变
CRGY CRESCENT ENERGY COMPANY $39.61万0.03%40,333 00.0% — 不变
INTC INTEL CORP $42.48万0.03%3,042 -2,844-48.3% -$39.71万 减仓
LOW LOWES COS INC $42.53万0.03%1,929 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $43.41万0.04%1,891 00.0% — 不变
TSLA TESLA INC $43.53万0.04%1,035 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $44.47万0.04%12,625 -1,000-7.3% -$3.52万 减仓
TTAN SERVICETITAN INC $44.50万0.04%6,293 00.0% — 不变
MMM 3M CO $45.82万0.04%2,829 00.0% — 不变
BALL BALL CORP $46.65万0.04%7,476 00.0% — 不变
IUSG ISHARES TR $48.34万0.04%2,570 00.0% — 不变
EFA ISHARES TR $50.21万0.04%4,833 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $52.34万0.04%1,140 708163.9% $32.51万 重新持有
LECO LINCOLN ELEC HLDGS INC $53.10万0.04%2,000 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $53.82万0.04%1,095 -20-1.8% -$9,830 减仓
UNH UNITEDHEALTH GROUP INC $54.57万0.04%1,313 00.0% — 不变
DMLP DORCHESTER MINERALS L P $55.20万0.05%21,860 00.0% — 不变
AIG AMERICAN INTL GROUP INC $55.25万0.05%7,413 00.0% — 不变
EMR EMERSON ELEC CO $55.83万0.05%3,900 00.0% — 不变
MET METLIFE INC $58.07万0.05%6,863 00.0% — 不变
TDG TRANSDIGM GROUP INC $59.94万0.05%450 450— $59.94万 新建仓
IWB ISHARES TR $59.99万0.05%1,465 00.0% — 不变
IEMG ISHARES INC $61.01万0.05%7,364 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $62.93万0.05%4,600 00.0% — 不变
VLO VALERO ENERGY CORP $64.15万0.05%2,463 00.0% — 不变
QLTY GMO ETF TRUST $65.26万0.05%15,680 00.0% — 不变
SPGI S&P GLOBAL INC $65.49万0.05%1,608 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $66.93万0.05%1,683 1,683— $66.93万 新建仓
EWJV ISHARES TR $67.28万0.06%15,305 00.0% — 不变
CB CHUBB LIMITED $68.01万0.06%1,996 00.0% — 不变
ABT ABBOTT LABORATORIES $70.25万0.06%7,742 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $70.48万0.06%2,606 00.0% — 不变
JSI JANUS DETROIT STR TR $71.69万0.06%14,000 00.0% — 不变
OKE ONEOK INC NEW $73.90万0.06%8,500 -2,000-19.0% -$17.39万 减仓
AXP AMERICAN EXPRESS CO $75.60万0.06%2,235 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $77.35万0.06%3,454 00.0% — 不变
SHOP SHOPIFY INC $78.12万0.06%6,842 6,842— $78.12万 新建仓
QUAL ISHARES TR $78.60万0.06%3,582 00.0% — 不变
MUB ISHARES TR $78.78万0.06%7,319 10.0% $108 加仓
VTI VANGUARD INDEX FDS $80.18万0.07%2,166 28615.2% $10.59万 加仓
DIS DISNEY WALT CO $81.55万0.07%8,473 00.0% — 不变
WMT WALMART INC $81.99万0.07%7,239 -900-11.1% -$10.19万 减仓
PH PARKER-HANNIFIN CORP $82.26万0.07%841 00.0% — 不变
ORCL ORACLE CORP $87.93万0.07%6,000 00.0% — 不变