NorthLanding Financial Partners, LLC
ROCHESTER NY · SEC CIK 0001655982
$1.24亿2026Q1 申报市值
41持仓数
85.8%前十大占比 · 第一大 26.3%
0 / 0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
VCRB 加仓+$1,065.89万
VTV 加仓+$90.88万
IVV 加仓+$68.72万
EVSD 加仓+$2,955
GTO 加仓+$2,576
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$860.14万
VNQ 减仓-$196.32万
IEFA 减仓-$29.69万
IEMG 减仓-$26.53万
VEA 减仓-$8.54万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,260.94万 | 26.29% | 49,922 | 1,052 | 2.2% | $68.72万 | 加仓 |
| IEFA | ISHARES TR | $2,339.74万 | 18.86% | 258,449 | -3,280 | -1.3% | -$29.69万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,129.22万 | 17.17% | 275,164 | 137,747 | 100.2% | $1,065.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,143.43万 | 9.22% | 58,279 | 4,632 | 8.6% | $90.88万 | 加仓 |
| IEMG | ISHARES INC | $462.07万 | 3.73% | 66,247 | -3,803 | -5.4% | -$26.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $358.93万 | 2.89% | 56,012 | -1,333 | -2.3% | -$8.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $304.78万 | 2.46% | 14,029 | -10 | -0.1% | -$2,172 | 减仓 |
| IJH | ISHARES TR | $276.92万 | 2.23% | 41,006 | -11 | -0.0% | -$743 | 减仓 |
| IVE | ISHARES TR | $191.58万 | 1.54% | 9,073 | -313 | -3.3% | -$6.61万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $173.04万 | 1.40% | 3,962 | -90 | -2.2% | -$3.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $144.95万 | 1.17% | 18,797 | 19 | 0.1% | $1,465 | 加仓 |
| AGG | ISHARES TR | $144.81万 | 1.17% | 14,587 | -86,644 | -85.6% | -$860.14万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 1.16% | 2 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $135.04万 | 1.09% | 6,491 | -152 | -2.3% | -$3.16万 | 减仓 |
| EEMS | ISHARES INC | $100.16万 | 0.81% | 14,478 | 10 | 0.1% | $692 | 加仓 |
| IVW | ISHARES TR | $98.99万 | 0.80% | 8,752 | 5 | 0.1% | $566 | 加仓 |
| VGT | VANGUARD WORLD FD | $93.54万 | 0.75% | 1,341 | -12 | -0.9% | -$8,370 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $71.20万 | 0.57% | 13,173 | -159 | -1.2% | -$8,594 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $62.04万 | 0.50% | 6,995 | -22,134 | -76.0% | -$196.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.71万 | 0.46% | 1,183 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $52.81万 | 0.43% | 2,081 | 1 | 0.0% | $254 | 加仓 |
| VO | VANGUARD INDEX FDS | $49.96万 | 0.40% | 1,740 | -12 | -0.7% | -$3,445 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $48.96万 | 0.39% | 6,520 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $46.93万 | 0.38% | 3,962 | 5 | 0.1% | $592 | 加仓 |
| TIP | ISHARES TR | $45.26万 | 0.36% | 4,101 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $44.48万 | 0.36% | 8,732 | 58 | 0.7% | $2,955 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $43.79万 | 0.35% | 5,947 | 33 | 0.6% | $2,430 | 加仓 |
| VDE | VANGUARD WORLD FD | $36.78万 | 0.30% | 2,126 | 12 | 0.6% | $2,076 | 加仓 |
| GOOGL | ALPHABET INC | $34.28万 | 0.28% | 1,192 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $34.17万 | 0.28% | 4,088 | 18 | 0.4% | $1,504 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $33.72万 | 0.27% | 5,761 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $28.16万 | 0.23% | 761 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $27.57万 | 0.22% | 883 | 2 | 0.2% | $624 | 加仓 |
| PAYX | PAYCHEX INC | $25.97万 | 0.21% | 2,819 | 3 | 0.1% | $276 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $24.70万 | 0.20% | 9,178 | -577 | -5.9% | -$1.55万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $24.13万 | 0.19% | 5,152 | 55 | 1.1% | $2,576 | 加仓 |
| VB | VANGUARD INDEX FDS | $22.97万 | 0.19% | 877 | -100 | -10.2% | -$2.62万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.86万 | 0.18% | 2,763 | 26 | 0.9% | $2,151 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $21.64万 | 0.17% | 1,350 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $21.17万 | 0.17% | 1,900 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $20.54万 | 0.17% | 2,187 | 0 | 0.0% | — | 不变 |