Northstar Advisory Group, LLC
NORTHFIELD NJ · SEC CIK 0001816000
$2.69亿2026Q1 申报市值
113持仓数
46.6%前十大占比 · 第一大 8.7%
22 / 20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
SPYM 加仓+$2,155.19万
SHY 新建仓+$1,065.05万
XLP 新建仓+$997.79万
VCSH 新建仓+$716.32万
IGSB 加仓+$610.00万
2026Q1 卖出最多 按季末市值估算
IEF 减仓-$1,326.57万
IVV 减仓-$919.72万
IGM 减仓-$591.06万
XLF 减仓-$470.26万
GLW 减仓-$383.99万
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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $176.97万 | 0.66% | 2,045 | -1,659 | -44.8% | -$143.56万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $177.83万 | 0.66% | 36,020 | -95,252 | -72.6% | -$470.26万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $181.96万 | 0.68% | 5,272 | 5,272 | — | $181.96万 | 新建仓 |
| GEV | GE VERNOVA INC | $185.25万 | 0.69% | 2,122 | -1,003 | -32.1% | -$87.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $186.99万 | 0.70% | 37,248 | 22,581 | 154.0% | $113.36万 | 加仓 |
| GLD | SPDR GOLD TR | $196.00万 | 0.73% | 4,555 | -5,443 | -54.4% | -$234.21万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $204.05万 | 0.76% | 2,412 | -1,478 | -38.0% | -$125.04万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $209.23万 | 0.78% | 6,917 | 1,574 | 29.5% | $47.61万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $211.50万 | 0.79% | 55,893 | 1,412 | 2.6% | $5.34万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $219.27万 | 0.82% | 16,499 | -15,975 | -49.2% | -$212.31万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $233.39万 | 0.87% | 81,039 | 5,583 | 7.4% | $16.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $254.48万 | 0.95% | 8,651 | -6,805 | -44.0% | -$200.18万 | 减仓 |
| OIH | VANECK ETF TRUST | $259.34万 | 0.97% | 6,416 | -855 | -11.8% | -$34.56万 | 减仓 |
| TSLA | TESLA INC | $262.86万 | 0.98% | 7,071 | -3,712 | -34.4% | -$137.99万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $276.81万 | 1.03% | 4,580 | 4,580 | — | $276.81万 | 新建仓 |
| EBAY | EBAY INC. | $303.76万 | 1.13% | 33,373 | -9,124 | -21.5% | -$83.05万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $306.58万 | 1.14% | 51,482 | 51,482 | — | $306.58万 | 新建仓 |
| CAT | CATERPILLAR INC | $313.68万 | 1.17% | 4,428 | 4,428 | — | $313.68万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $354.22万 | 1.32% | 29,859 | -6,534 | -18.0% | -$77.51万 | 减仓 |
| AMZN | AMAZON COM INC | $354.46万 | 1.32% | 17,019 | -12,901 | -43.1% | -$268.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $412.64万 | 1.54% | 12,210 | 4,304 | 54.4% | $145.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $494.67万 | 1.84% | 20,237 | -9,837 | -32.7% | -$240.46万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $516.74万 | 1.92% | 103,410 | 103,410 | — | $516.74万 | 新建仓 |
| NFLX | NETFLIX INC. | $521.92万 | 1.94% | 54,282 | 20,522 | 60.8% | $197.32万 | 加仓 |
| AVGO | BROADCOM INC | $529.85万 | 1.97% | 17,119 | 6,182 | 56.5% | $191.34万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $650.34万 | 2.42% | 10,000 | 10,000 | — | $650.34万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $716.32万 | 2.67% | 90,364 | 90,364 | — | $716.32万 | 新建仓 |
| AAPL | APPLE INC | $770.49万 | 2.87% | 30,359 | -9,031 | -22.9% | -$229.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $774.27万 | 2.88% | 20,917 | -3,768 | -15.3% | -$139.48万 | 减仓 |
| — | EXXON MOBIL CORP | $845.84万 | 3.15% | 49,855 | -1,192 | -2.3% | -$20.22万 | 减仓 |
| GOOGL | ALPHABET INC | $973.94万 | 3.63% | 33,869 | 7,389 | 27.9% | $212.48万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $997.79万 | 3.71% | 121,712 | 121,712 | — | $997.79万 | 新建仓 |
| IEF | ISHARES TR | $1,023.22万 | 3.81% | 107,211 | -138,995 | -56.5% | -$1,326.57万 | 减仓 |
| SHY | ISHARES TR | $1,065.05万 | 3.97% | 128,988 | 128,988 | — | $1,065.05万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,736.27万 | 6.46% | 99,557 | 2,461 | 2.5% | $42.92万 | 加仓 |
| IGSB | ISHARES TR | $1,989.89万 | 7.41% | 378,594 | 116,057 | 44.2% | $610.00万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,330.70万 | 8.68% | 304,507 | 281,577 | 1,228.0% | $2,155.19万 | 加仓 |