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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -63,123 | -100.0% | -$347.18万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -14,775 | -100.0% | -$338.23万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -5,609 | -100.0% | -$325.01万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,643 | -100.0% | -$312.85万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -58,127 | -100.0% | -$248.14万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13,599 | -100.0% | -$210.51万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -16,490 | -100.0% | -$195.74万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -33,097 | -100.0% | -$154.83万 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -14,810 | -100.0% | -$149.28万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -12,330 | -100.0% | -$145.15万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -8,328 | -100.0% | -$140.55万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,759 | -100.0% | -$91.16万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,823 | -100.0% | -$84.44万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -11,755 | -100.0% | -$76.52万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$75.48万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -666 | -100.0% | -$71.28万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,553 | -100.0% | -$49.76万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -10,347 | -100.0% | -$38.28万 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -4,267 | -100.0% | -$25.00万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,559 | -100.0% | -$24.03万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WHITEHORSE FIN INC | $8.43万 | 0.03% | 11,397 | 386 | 3.5% | $2,856 | 加仓 |
| IWB | ISHARES TR | $20.18万 | 0.08% | 566 | 2 | 0.4% | $713 | 加仓 |
| PBF | PBF ENERGY INC | $20.62万 | 0.08% | 4,330 | 4,330 | — | $20.62万 | 新建仓 |
| EVRG | EVERGY INC | $22.46万 | 0.08% | 2,742 | 0 | 0.0% | — | 重新持有 |
| SHEL | SHELL PLC | $22.90万 | 0.09% | 2,462 | 2,462 | — | $22.90万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $23.10万 | 0.09% | 9,343 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $23.28万 | 0.09% | 1,537 | -7 | -0.5% | -$1,060 | 减仓 |
| O | REALTY INCOME CORP | $24.23万 | 0.09% | 3,960 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $24.24万 | 0.09% | 1,166 | 1,166 | — | $24.24万 | 新建仓 |
| IJH | ISHARES TR | $24.78万 | 0.09% | 3,670 | -86 | -2.3% | -$5,807 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.34万 | 0.09% | 1,935 | 1,935 | — | $25.34万 | 新建仓 |
| EXC | EXELON CORP | $26.10万 | 0.10% | 5,324 | -271 | -4.8% | -$1.33万 | 减仓 |
| CRM | SALESFORCE INC | $26.30万 | 0.10% | 1,409 | 232 | 19.7% | $4.33万 | 重新持有 |
| MRK | MERCK & CO INC | $28.02万 | 0.10% | 2,330 | 2 | 0.1% | $241 | 加仓 |
| EFA | ISHARES TR | $30.58万 | 0.11% | 3,148 | -2,431 | -43.6% | -$23.61万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.72万 | 0.12% | 1,561 | 861 | 123.0% | $17.49万 | 重新持有 |
| WMT | WALMART INC | $32.33万 | 0.12% | 2,602 | -37 | -1.4% | -$4,598 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.97万 | 0.12% | 3,868 | -10,618 | -73.3% | -$90.50万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.53万 | 0.12% | 977 | -55 | -5.3% | -$1.89万 | 减仓 |
| AGG | ISHARES TR | $35.61万 | 0.13% | 3,587 | -26,930 | -88.2% | -$267.33万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $35.87万 | 0.13% | 32,965 | 176 | 0.5% | $1,915 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $38.77万 | 0.14% | 7,755 | 7,755 | — | $38.77万 | 新建仓 |
| OKE | ONEOK INC NEW | $38.99万 | 0.15% | 4,313 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.37万 | 0.15% | 4,987 | 1 | 0.0% | $81 | 加仓 |
| GOOG | ALPHABET INC | $42.83万 | 0.16% | 1,493 | 10 | 0.7% | $2,869 | 加仓 |
| QYLD | GLOBAL X FDS | $42.92万 | 0.16% | 25,024 | 1,062 | 4.4% | $1.82万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $43.23万 | 0.16% | 3,298 | 985 | 42.6% | $12.91万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.90万 | 0.17% | 1,171 | -122 | -9.4% | -$4.68万 | 减仓 |
| IGV | ISHARES TR | $45.65万 | 0.17% | 5,703 | 2,191 | 62.4% | $17.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $47.39万 | 0.18% | 5,102 | 16 | 0.3% | $1,486 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.98万 | 0.18% | 7,644 | -194 | -2.5% | -$1.24万 | 减仓 |
| SYY | SYSCO CORP | $50.40万 | 0.19% | 7,066 | 7,066 | — | $50.40万 | 新建仓 |
| WMB | WILLIAMS COS INC | $53.44万 | 0.20% | 7,343 | -417 | -5.4% | -$3.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $55.45万 | 0.21% | 2,726 | 1,227 | 81.9% | $24.96万 | 加仓 |
| IGM | ISHARES TR | $57.86万 | 0.22% | 4,882 | -49,874 | -91.1% | -$591.06万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $58.65万 | 0.22% | 17,492 | -703 | -3.9% | -$2.36万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $59.29万 | 0.22% | 4,528 | -155 | -3.3% | -$2.03万 | 减仓 |
| CSCO | CISCO SYS INC | $59.93万 | 0.22% | 7,724 | -479 | -5.8% | -$3.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $59.96万 | 0.22% | 2,474 | -1,272 | -34.0% | -$30.83万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $60.66万 | 0.23% | 3,092 | -82 | -2.6% | -$1.61万 | 减仓 |
| LLY | ELI LILLY & CO | $61.81万 | 0.23% | 672 | -4,006 | -85.6% | -$368.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $62.37万 | 0.23% | 3,772 | 5 | 0.1% | $827 | 加仓 |
| MCD | MCDONALDS CORP | $64.71万 | 0.24% | 2,082 | 991 | 90.8% | $30.80万 | 加仓 |
| MPLX | MPLX LP | $68.48万 | 0.25% | 12,000 | 500 | 4.3% | $2.85万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $70.65万 | 0.26% | 1,618 | -24 | -1.5% | -$1.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.79万 | 0.27% | 4,908 | -3,722 | -43.1% | -$54.45万 | 减仓 |
| IJR | ISHARES TR | $72.90万 | 0.27% | 5,864 | -30,324 | -83.8% | -$376.98万 | 减仓 |
| MMM | 3M CO | $73.53万 | 0.27% | 5,063 | -5,223 | -50.8% | -$75.85万 | 减仓 |
| SO | SOUTHERN CO | $73.88万 | 0.28% | 7,654 | 98 | 1.3% | $9,460 | 加仓 |
| LQD | ISHARES TR | $77.36万 | 0.29% | 7,098 | -5,395 | -43.2% | -$58.80万 | 减仓 |
| TOL | TOLL BROTHERS INC | $77.95万 | 0.29% | 5,712 | -7,361 | -56.3% | -$100.46万 | 减仓 |
| MO | ALTRIA GROUP INC | $79.00万 | 0.29% | 11,971 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $79.78万 | 0.30% | 26,314 | -5,926 | -18.4% | -$17.97万 | 减仓 |
| VLO | VALERO ENERGY CORP | $84.87万 | 0.32% | 3,435 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $91.00万 | 0.34% | 105,086 | -956 | -0.9% | -$8,279 | 减仓 |
| PEP | PEPSICO INC | $91.22万 | 0.34% | 5,874 | -23,784 | -80.2% | -$369.34万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $97.14万 | 0.36% | 8,665 | 8,665 | — | $97.14万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $100.67万 | 0.37% | 6,942 | 6,942 | — | $100.67万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $103.16万 | 0.38% | 6,212 | 843 | 15.7% | $14.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $109.53万 | 0.41% | 17,880 | 3,596 | 25.2% | $22.03万 | 加仓 |
| NUE | NUCOR CORP | $133.99万 | 0.50% | 7,924 | 7,924 | — | $133.99万 | 新建仓 |
| GLW | CORNING INC | $137.40万 | 0.51% | 10,105 | -28,240 | -73.6% | -$383.99万 | 减仓 |
| MS | MORGAN STANLEY | $145.96万 | 0.54% | 8,869 | -15,435 | -63.5% | -$254.01万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $147.20万 | 0.55% | 2,816 | 371 | 15.2% | $19.39万 | 加仓 |
| META | META PLATFORMS INC | $148.07万 | 0.55% | 2,588 | -1,974 | -43.3% | -$112.94万 | 减仓 |
| SOXX | ISHARES TR | $153.88万 | 0.57% | 4,682 | 4,682 | — | $153.88万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $155.12万 | 0.58% | 80,373 | -584 | -0.7% | -$1.13万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $156.33万 | 0.58% | 6,381 | 6,381 | — | $156.33万 | 新建仓 |
| KO | COCA COLA CO | $156.66万 | 0.58% | 20,599 | -41,050 | -66.6% | -$312.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $160.27万 | 0.60% | 2,682 | -584 | -17.9% | -$34.90万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $166.55万 | 0.62% | 10,298 | -1,014 | -9.0% | -$16.40万 | 减仓 |
| ADI | ANALOG DEVICES INC | $168.30万 | 0.63% | 5,290 | 5,290 | — | $168.30万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $171.31万 | 0.64% | 2,968 | 93 | 3.2% | $5.37万 | 加仓 |
| IVZ | INVESCO LTD | $174.83万 | 0.65% | 71,978 | 71,978 | — | $174.83万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $175.28万 | 0.65% | 8,875 | 4,319 | 94.8% | $85.30万 | 加仓 |
| IVV | ISHARES TR | $175.39万 | 0.65% | 2,685 | -14,080 | -84.0% | -$919.72万 | 减仓 |