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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $103.65万 | 0.08% | 1,634 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $94.51万 | 0.08% | 3,700 | -1,200 | -24.5% | -$30.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.12万 | 0.08% | 3,276 | -205 | -5.9% | -$5.76万 | 减仓 |
| STT | STATE STR CORP | $88.90万 | 0.07% | 5,242 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $87.93万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $82.26万 | 0.07% | 841 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $81.99万 | 0.07% | 7,239 | -900 | -11.1% | -$10.19万 | 减仓 |
| DIS | DISNEY WALT CO | $81.55万 | 0.07% | 8,473 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $80.18万 | 0.07% | 2,166 | 286 | 15.2% | $10.59万 | 加仓 |
| MUB | ISHARES TR | $78.78万 | 0.06% | 7,319 | 1 | 0.0% | $108 | 加仓 |
| QUAL | ISHARES TR | $78.60万 | 0.06% | 3,582 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $78.12万 | 0.06% | 6,842 | 6,842 | — | $78.12万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $77.35万 | 0.06% | 3,454 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $75.60万 | 0.06% | 2,235 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $73.90万 | 0.06% | 8,500 | -2,000 | -19.0% | -$17.39万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $71.69万 | 0.06% | 14,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $70.48万 | 0.06% | 2,606 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $70.25万 | 0.06% | 7,742 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $68.01万 | 0.06% | 1,996 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR | $67.28万 | 0.06% | 15,305 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $66.93万 | 0.05% | 1,683 | 1,683 | — | $66.93万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $65.49万 | 0.05% | 1,608 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $65.26万 | 0.05% | 15,680 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $64.15万 | 0.05% | 2,463 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $62.93万 | 0.05% | 4,600 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $61.01万 | 0.05% | 7,364 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $59.99万 | 0.05% | 1,465 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $59.94万 | 0.05% | 450 | 450 | — | $59.94万 | 新建仓 |
| MET | METLIFE INC | $58.07万 | 0.05% | 6,863 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $55.83万 | 0.05% | 3,900 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $55.25万 | 0.05% | 7,413 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $55.20万 | 0.05% | 21,860 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $54.57万 | 0.04% | 1,313 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $53.82万 | 0.04% | 1,095 | -20 | -1.8% | -$9,830 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $53.10万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $52.34万 | 0.04% | 1,140 | 708 | 163.9% | $32.51万 | 重新持有 |
| EFA | ISHARES TR | $50.21万 | 0.04% | 4,833 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $48.34万 | 0.04% | 2,570 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $46.65万 | 0.04% | 7,476 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $45.82万 | 0.04% | 2,829 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $44.50万 | 0.04% | 6,293 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $44.47万 | 0.04% | 12,625 | -1,000 | -7.3% | -$3.52万 | 减仓 |
| TSLA | TESLA INC | $43.53万 | 0.04% | 1,035 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $43.41万 | 0.04% | 1,891 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $42.53万 | 0.03% | 1,929 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $42.48万 | 0.03% | 3,042 | -2,844 | -48.3% | -$39.71万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $39.61万 | 0.03% | 40,333 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $38.55万 | 0.03% | 5,342 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $37.36万 | 0.03% | 1,726 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $37.09万 | 0.03% | 728 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $36.87万 | 0.03% | 3,125 | -930 | -22.9% | -$10.97万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $35.93万 | 0.03% | 14,336 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $35.05万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $34.91万 | 0.03% | 1,291 | -285 | -18.1% | -$7.71万 | 减仓 |
| VDE | VANGUARD WORLD FD | $34.65万 | 0.03% | 2,308 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $33.63万 | 0.03% | 332 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $33.39万 | 0.03% | 4,144 | 4 | 0.1% | $322 | 加仓 |
| SHEL | SHELL PLC | $33.23万 | 0.03% | 4,285 | -225 | -5.0% | -$1.74万 | 减仓 |
| ACM | AECOM | $33.16万 | 0.03% | 4,750 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.89万 | 0.03% | 1,122 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $31.66万 | 0.03% | 2,475 | -2,675 | -51.9% | -$34.21万 | 减仓 |
| MCK | MCKESSON CORP | $30.22万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $28.56万 | 0.02% | 907 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $28.41万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $27.44万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $26.15万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $25.91万 | 0.02% | 2,134 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $24.93万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $24.48万 | 0.02% | 1,650 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $24.13万 | 0.02% | 6,933 | -1,374 | -16.5% | -$4.78万 | 减仓 |
| — | BANK OF AMER CORP | $23.21万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.12万 | 0.02% | 2,506 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $22.36万 | 0.02% | 5,250 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $20.89万 | 0.02% | 3,000 | 3,000 | — | $20.89万 | 新建仓 |
| AMRC | AMERESCO INC | $20.70万 | 0.02% | 7,500 | 0 | 0.0% | — | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $20.68万 | 0.02% | 1,884 | -200 | -9.6% | -$2.20万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.66万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $20.55万 | 0.02% | 5,400 | 5,400 | — | $20.55万 | 新建仓 |
| CAC | CAMDEN NATL CORP | $20.28万 | 0.02% | 3,740 | 3,740 | — | $20.28万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.20万 | 0.02% | 174 | 174 | — | $20.20万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $20.16万 | 0.02% | 26,496 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $20.11万 | 0.02% | 5,475 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $18.68万 | 0.02% | 11,105 | -749 | -6.3% | -$1.26万 | 重新持有 |
| MSOS | ADVISORSHARES TR | $16.40万 | 0.01% | 32,290 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $15.94万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| — | EURONET WORLDWIDE INC | $3.90万 | 0.00% | 46,000 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE MORTGAGE TRUST IN | $2.77万 | 0.00% | 28,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -6,975 | -100.0% | -$207.72万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -12,823 | -100.0% | -$50.10万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -4,950 | -100.0% | -$35.55万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -6,266 | -100.0% | -$30.06万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,753 | -100.0% | -$28.88万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,272 | -100.0% | -$27.56万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,535 | -100.0% | -$26.62万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,760 | -100.0% | -$25.40万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,549 | -100.0% | -$24.74万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,283 | -100.0% | -$23.26万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $0 | 0.00% | 0 | -3,350 | -100.0% | -$23.24万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -2,580 | -100.0% | -$23.11万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -6,598 | -100.0% | -$22.12万 | 清仓 |