13F 机构持仓

NIA IMPACT ADVISORS, LLC

OAKLAND CA · SEC CIK 0001815217

2026Q22026Q1 更早 9 个季度 🔒
$2.25亿2026Q1 申报市值
89持仓数
35.3%前十大占比 · 第一大 6.2%
10 / 22新建仓 / 清仓
申报市值走势$2.41亿2026Q2
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

VTI 6.2%
FSLR 4.0%
TSM 3.8%
AAPL 3.3%
NXT 3.1%
GILD 3.1%
VRTX 3.1%
IBM 3.0%
GSK 3.0%
HASI 2.7%

2026Q1 买入最多 按季末市值估算

AKAM 新建仓+$236.34万
FTDR 新建仓+$236.32万
IBRX 新建仓+$206.17万
ANET 新建仓+$187.40万
VMI 新建仓+$175.34万

2026Q1 卖出最多 按季末市值估算

PG 清仓-$594.08万
TELEFONICA S A 清仓-$366.37万
AAPL 减仓-$333.76万
ADI 减仓-$285.13万
GOOGL 减仓-$282.96万

2026Q1 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
PG PROCTER AND GAMBLE CO $00.00%0 -41,454-100.0% -$594.08万 清仓
— TELEFONICA S A $00.00%0 -904,617-100.0% -$366.37万 清仓
NVO NOVO-NORDISK A S $00.00%0 -22,900-100.0% -$116.52万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -1,502-100.0% -$85.07万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -1,199-100.0% -$69.49万 清仓
DXCM DEXCOM INC $00.00%0 -9,289-100.0% -$61.65万 清仓
VLTO VERALTO CORP $00.00%0 -5,844-100.0% -$58.31万 清仓
FLEX FLEX LTD $00.00%0 -8,817-100.0% -$53.27万 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -2,665-100.0% -$48.29万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -1,032-100.0% -$45.94万 清仓
ABT ABBOTT LABS $00.00%0 -3,556-100.0% -$44.55万 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -800-100.0% -$40.21万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -1,556-100.0% -$32.20万 清仓
PCAR PACCAR INC $00.00%0 -2,636-100.0% -$28.87万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -455-100.0% -$28.53万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -1,514-100.0% -$24.28万 清仓
LLY ELI LILLY & CO $00.00%0 -217-100.0% -$23.33万 清仓
— ADVISORS INNER CIRCLE FD III $00.00%0 -7,450-100.0% -$23.10万 清仓
CCK CROWN HLDGS INC $00.00%0 -2,225-100.0% -$22.91万 清仓
EMR EMERSON ELEC CO $00.00%0 -1,724-100.0% -$22.88万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -1,588-100.0% -$20.72万 清仓
RZLT REZOLUTE INC $00.00%0 -10,359-100.0% -$2.44万 清仓
VOD VODAFONE GROUP PLC $19.57万0.09%13,031 2,52424.0% $3.79万 加仓
DSGX DESCARTES SYS GROUP INC $20.04万0.09%2,800 -1,300-31.7% -$9.30万 减仓
DLR DIGITAL RLTY TR INC $20.59万0.09%1,142 1,142— $20.59万 新建仓
GLW CORNING INC $20.76万0.09%1,527 1,527— $20.76万 新建仓
CAT CATERPILLAR INC $20.97万0.09%296 -525-63.9% -$37.19万 减仓
TIMB TIM S A $22.27万0.10%8,408 8,408— $22.27万 新建仓
GOOG ALPHABET INC $22.45万0.10%783 -113-12.6% -$3.24万 减仓
GRMN GARMIN LTD $23.38万0.10%1,008 -88-8.0% -$2.04万 减仓
QCOM QUALCOMM INC $25.02万0.11%1,943 -244-11.2% -$3.14万 减仓
V VISA INC $25.69万0.11%850 -16-1.8% -$4,836 减仓
ETN EATON CORP PLC $31.34万0.14%876 -413-32.0% -$14.78万 减仓
ATR APTARGROUP INC $32.70万0.15%2,595 -6,870-72.6% -$86.58万 减仓
ORA ORMAT TECHNOLOGIES INC $32.76万0.15%2,927 -2,110-41.9% -$23.62万 减仓
PFE PFIZER INC $37.85万0.17%13,479 -2,955-18.0% -$8.30万 减仓
ABBV ABBVIE INC $39.08万0.17%1,797 -214-10.6% -$4.65万 减仓
ADP AUTOMATIC DATA PROCESSING IN $39.11万0.17%1,925 -4,607-70.5% -$93.61万 减仓
LRCX LAM RESEARCH CORP $41.16万0.18%1,927 -191-9.0% -$4.08万 减仓
STM STMICROELECTRONICS N V $41.96万0.19%12,145 00.0% — 不变
VEEV VEEVA SYS INC $44.79万0.20%2,550 -3,079-54.7% -$54.09万 减仓
JSTC TIDAL TRUST I $45.80万0.20%23,500 -23,809-50.3% -$46.40万 减仓
CARR CARRIER GLOBAL CORPORATION $48.00万0.21%8,525 -17,292-67.0% -$97.37万 减仓
TEAM ATLASSIAN CORPORATION $52.01万0.23%7,621 -11,588-60.3% -$79.09万 减仓
CSCO CISCO SYS INC $52.47万0.23%6,763 -3,157-31.8% -$24.49万 减仓
VEU VANGUARD INTL EQUITY INDEX F $54.16万0.24%7,212 -316-4.2% -$2.37万 减仓
UL UNILEVER PLC $59.35万0.26%10,417 -11,330-52.1% -$64.55万 减仓
NYT NEW YORK TIMES CO MTN BE $59.47万0.26%7,102 -17,145-70.7% -$143.55万 减仓
CNI CANADIAN NATL RY CO $63.67万0.28%6,196 -14,405-69.9% -$148.03万 减仓
MA MASTERCARD INCORPORATED $67.45万0.30%1,350 -3,344-71.2% -$167.09万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.32%1 00.0% — 不变
DHR DANAHER CORP DEL $72.79万0.32%3,839 -5,572-59.2% -$105.65万 减仓
TMUS T-MOBILE US INC $78.24万0.35%3,725 -5,381-59.1% -$113.02万 减仓
ROK ROCKWELL AUTOMATION INC $85.77万0.38%2,390 -5,688-70.4% -$204.13万 减仓
SYK STRYKER CORPORATION $88.16万0.39%2,683 -5,624-67.7% -$184.80万 减仓
GOOGL ALPHABET INC $119.45万0.53%4,154 -9,840-70.3% -$282.96万 减仓
AEIS ADVANCED ENERGY INDS $123.50万0.55%3,827 3,827— $123.50万 新建仓
SHOP SHOPIFY INC $125.14万0.56%10,550 -15,982-60.2% -$189.58万 减仓
AMAT APPLIED MATLS INC $125.82万0.56%3,681 3,681— $125.82万 新建仓
MRK MERCK & CO INC $126.34万0.56%10,503 -1,313-11.1% -$15.79万 减仓
ZG ZILLOW GROUP INC $129.32万0.57%31,243 520.2% $2,152 加仓
ADI ANALOG DEVICES INC $130.08万0.58%4,089 -8,963-68.7% -$285.13万 减仓
— CAPITOL SER TR $153.01万0.68%40,087 00.0% — 不变
NVDA NVIDIA CORPORATION $157.21万0.70%9,014 -15,223-62.8% -$265.49万 减仓
CXT CRANE NXT CO $162.13万0.72%39,944 -200-0.5% -$8,118 减仓
CWT CALIFORNIA WTR SVC GROUP $162.84万0.72%35,916 -1,300-3.5% -$5.89万 减仓
ACM AECOM $170.30万0.76%20,078 -26,157-56.6% -$221.87万 减仓
VMI VALMONT INDS INC $175.34万0.78%4,388 4,388— $175.34万 新建仓
— HOLOGIC INC $176.23万0.78%23,313 -29,738-56.1% -$224.79万 减仓
TOST TOAST INC $178.10万0.79%67,180 -1,954-2.8% -$5.18万 减仓
NGVC NATURAL GROCERS BY VITAMIN $182.93万0.81%70,767 -2,061-2.8% -$5.33万 减仓
ANET ARISTA NETWORKS INC $187.40万0.83%15,263 15,263— $187.40万 新建仓
RUN SUNRUN INC $194.18万0.86%143,198 -6,486-4.3% -$8.80万 减仓
WGS GENEDX HOLDINGS CORP $203.14万0.90%31,631 9993.3% $6.42万 加仓
IBRX IMMUNITYBIO INC $206.17万0.92%268,797 268,797— $206.17万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $215.83万0.96%4,451 -390-8.1% -$18.91万 减仓
ADSK AUTODESK INC $231.32万1.03%9,662 -921-8.7% -$22.05万 减仓
FTDR FRONTDOOR INC $236.32万1.05%44,707 44,707— $236.32万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $236.34万1.05%20,578 20,578— $236.34万 新建仓
AMD ADVANCED MICRO DEVICES INC $245.59万1.09%12,072 -11,673-49.2% -$237.47万 减仓
MSFT MICROSOFT CORP $275.41万1.22%7,440 -3,439-31.6% -$127.30万 减仓
NTRA NATERA INC $290.93万1.29%14,547 -340-2.3% -$6.80万 减仓
CNM CORE & MAIN INC $320.65万1.43%64,910 -2,475-3.7% -$12.23万 减仓
MWA MUELLER WTR PRODS INC $325.85万1.45%118,536 -4,523-3.7% -$12.43万 减仓
NET CLOUDFLARE INC $327.56万1.46%15,875 -5,517-25.8% -$113.84万 减仓
FMS FRESENIUS MEDICAL CARE AG $332.98万1.48%147,597 -5,365-3.5% -$12.10万 减仓
HOOD ROBINHOOD MKTS INC $368.35万1.64%53,153 7,96417.6% $55.19万 加仓
AMAL AMALGAMATED FINANCIAL CORP $374.68万1.67%96,393 -22,763-19.1% -$88.48万 减仓
UNFI UNITED NAT FOODS INC $380.11万1.69%84,357 -14,231-14.4% -$64.12万 减仓
LRN STRIDE INC $384.31万1.71%43,587 -3,603-7.6% -$31.77万 减仓
LMND LEMONADE INC $398.93万1.77%63,645 -2,275-3.5% -$14.26万 减仓
SAP SAP SE $408.53万1.82%23,861 -649-2.6% -$11.11万 减仓
COCO VITA COCO CO INC $435.29万1.94%90,855 1,9082.1% $9.14万 加仓
AVGO BROADCOM INC $445.66万1.98%14,399 -4,929-25.5% -$152.56万 减仓
PANW PALO ALTO NETWORKS INC $447.71万1.99%27,926 -2,951-9.6% -$47.31万 减仓
BEPC BROOKFIELD RENEWABLE CORP $452.23万2.01%113,540 3030.3% $1.21万 加仓
XYL XYLEM INC $459.26万2.04%38,432 -11,224-22.6% -$134.13万 减仓
IRM IRON MTN INC DEL $509.39万2.26%49,872 -2,102-4.0% -$21.47万 减仓
STN STANTEC INC $583.99万2.60%67,592 -4,425-6.1% -$38.23万 减仓
VRT VERTIV HOLDINGS CO $595.49万2.65%23,765 -5,508-18.8% -$138.02万 减仓