NorthLanding Financial Partners, LLC
ROCHESTER NY · SEC CIK 0001655982
$1.45亿2026Q2 申报市值
45持仓数
84.1%前十大占比 · 第一大 26.5%
4 / 0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
VGT 加仓+$202.05万
IVV 加仓+$90.02万
VEA 加仓+$89.11万
IEFA 加仓+$80.49万
IVE 加仓+$60.01万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$7.52万
AGG 减仓-$4.28万
VNQ 减仓-$2.04万
VUG 减仓-$4,307
FTEC 减仓-$4,284
2026Q2 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 | $3,828.61万 | 26.49% | 51,124 | 1,202 | 2.4% | $90.02万 | 加仓 |
| IEFA | ISHARES TR | $2,576.59万 | 17.83% | 266,783 | 8,334 | 3.2% | $80.49万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,155.38万 | 14.91% | 279,076 | 3,912 | 1.4% | $30.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,285.82万 | 8.90% | 59,001 | 722 | 1.2% | $15.73万 | 加仓 |
| IEMG | ISHARES INC | $559.93万 | 3.87% | 67,592 | 1,345 | 2.0% | $11.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $488.20万 | 3.38% | 68,519 | 12,507 | 22.3% | $89.11万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $347.34万 | 2.40% | 14,295 | 266 | 1.9% | $6.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $330.27万 | 2.28% | 27,633 | 16,905 | 157.6% | $202.05万 | 加仓 |
| IJH | ISHARES TR | $320.84万 | 2.22% | 41,609 | 603 | 1.5% | $4.65万 | 加仓 |
| IVE | ISHARES TR | $266.02万 | 1.84% | 11,716 | 2,643 | 29.1% | $60.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $204.34万 | 1.41% | 23,722 | -50 | -0.2% | -$4,307 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $184.95万 | 1.28% | 6,476 | -15 | -0.2% | -$4,284 | 减仓 |
| VXUS | VANGUARD STAR FDS | $162.17万 | 1.12% | 18,969 | 172 | 0.9% | $1.47万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 1.04% | 2 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $143.31万 | 0.99% | 10,420 | 1,668 | 19.1% | $22.94万 | 加仓 |
| AGG | ISHARES TR | $140.10万 | 0.97% | 14,155 | -432 | -3.0% | -$4.28万 | 减仓 |
| EEMS | ISHARES INC | $116.26万 | 0.80% | 15,320 | 842 | 5.8% | $6.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.79万 | 0.57% | 1,634 | 451 | 38.1% | $22.57万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $78.64万 | 0.54% | 13,175 | 2 | 0.0% | $119 | 加仓 |
| IJS | ISHARES TR | $68.97万 | 0.48% | 5,046 | 1,084 | 27.4% | $14.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $68.11万 | 0.47% | 8,454 | 1,494 | 21.5% | $12.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $67.57万 | 0.47% | 9,204 | 3,257 | 54.8% | $23.91万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $65.41万 | 0.45% | 6,783 | -212 | -3.0% | -$2.04万 | 减仓 |
| AAPL | APPLE INC | $61.07万 | 0.42% | 2,111 | 30 | 1.4% | $8,679 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $55.43万 | 0.38% | 5,936 | 5,936 | — | $55.43万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $54.60万 | 0.38% | 6,520 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $46.04万 | 0.32% | 1,350 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $45.16万 | 0.31% | 4,127 | 26 | 0.6% | $2,845 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $44.86万 | 0.31% | 8,821 | 89 | 1.0% | $4,526 | 加仓 |
| GOOGL | ALPHABET INC | $42.60万 | 0.29% | 1,192 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $40.05万 | 0.28% | 4,073 | 1,254 | 44.5% | $12.33万 | 加仓 |
| IDEV | ISHARES TR | $36.42万 | 0.25% | 4,091 | 3 | 0.1% | $267 | 加仓 |
| VDE | VANGUARD WORLD FD | $32.13万 | 0.22% | 2,140 | 14 | 0.7% | $2,102 | 加仓 |
| VIS | VANGUARD WORLD FD | $31.89万 | 0.22% | 885 | 2 | 0.2% | $721 | 加仓 |
| C | CITIGROUP INC | $30.69万 | 0.21% | 2,193 | 2,193 | — | $30.69万 | 新建仓 |
| MSFT | MICROSOFT CORP | $28.98万 | 0.20% | 777 | 16 | 2.1% | $5,967 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $26.84万 | 0.19% | 9,162 | -16 | -0.2% | -$469 | 减仓 |
| VB | VANGUARD INDEX FDS | $26.33万 | 0.18% | 869 | -8 | -0.9% | -$2,424 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $26.01万 | 0.18% | 4,469 | -1,292 | -22.4% | -$7.52万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $24.40万 | 0.17% | 5,207 | 55 | 1.1% | $2,578 | 加仓 |
| EFG | ISHARES TR | $23.65万 | 0.16% | 1,900 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $23.00万 | 0.16% | 1,764 | 1,764 | — | $23.00万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.84万 | 0.16% | 2,763 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $21.09万 | 0.15% | 2,187 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.11万 | 0.14% | 1,471 | 1,471 | — | $20.11万 | 新建仓 |