Northstar Advisory Group, LLC
NORTHFIELD NJ · SEC CIK 0001816000
$3.22亿2026Q2 申报市值
119持仓数
46.3%前十大占比 · 第一大 10.6%
20 / 18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
IJH 加仓+$752.50万
SPYM 加仓+$745.57万
IJR 加仓+$728.19万
VZ 加仓+$701.37万
XLK 加仓+$511.89万
2026Q2 卖出最多 按季末市值估算
IEF 清仓-$1,023.22万
XLB 清仓-$516.74万
VGIT 清仓-$306.58万
NVDA 减仓-$303.38万
LMT 清仓-$276.81万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $0 | 0.00% | 0 | -107,211 | -100.0% | -$1,023.22万 | 清仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$650.34万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -103,410 | -100.0% | -$516.74万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -51,482 | -100.0% | -$306.58万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -4,580 | -100.0% | -$276.81万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,272 | -100.0% | -$181.96万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -2,045 | -100.0% | -$176.97万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -71,978 | -100.0% | -$174.83万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -2,816 | -100.0% | -$147.20万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -6,212 | -100.0% | -$103.16万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -5,874 | -100.0% | -$91.22万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -7,066 | -100.0% | -$50.40万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -5,703 | -100.0% | -$45.65万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,561 | -100.0% | -$31.72万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,409 | -100.0% | -$26.30万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,166 | -100.0% | -$24.24万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,462 | -100.0% | -$22.90万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -4,330 | -100.0% | -$20.62万 | 清仓 |
| — | WHITEHORSE FIN INC | $7.89万 | 0.02% | 11,777 | 380 | 3.3% | $2,546 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $20.05万 | 0.06% | 1,413 | -200 | -12.4% | -$2.84万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $20.15万 | 0.06% | 665 | 665 | — | $20.15万 | 新建仓 |
| HD | HOME DEPOT INC | $20.53万 | 0.06% | 582 | -3 | -0.5% | -$1,058 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.57万 | 0.07% | 954 | 954 | — | $22.57万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $23.04万 | 0.07% | 9,343 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.22万 | 0.07% | 567 | 1 | 0.2% | $410 | 加仓 |
| DVY | ISHARES TR | $23.69万 | 0.07% | 1,516 | -21 | -1.4% | -$3,282 | 减仓 |
| EVRG | EVERGY INC | $23.70万 | 0.07% | 2,742 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $24.54万 | 0.08% | 3,960 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $24.57万 | 0.08% | 667 | -3,888 | -85.4% | -$143.23万 | 减仓 |
| EXC | EXELON CORP | $25.66万 | 0.08% | 5,505 | 181 | 3.4% | $8,438 | 加仓 |
| TIP | ISHARES TR | $28.39万 | 0.09% | 2,594 | 2,594 | — | $28.39万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.24万 | 0.09% | 2,001 | 66 | 3.4% | $9,643 | 加仓 |
| MCD | MCDONALDS CORP | $29.46万 | 0.09% | 1,090 | -992 | -47.6% | -$26.81万 | 减仓 |
| WMT | WALMART INC | $29.50万 | 0.09% | 2,604 | 2 | 0.1% | $227 | 加仓 |
| MRK | MERCK & CO INC | $29.96万 | 0.09% | 2,331 | 1 | 0.0% | $129 | 加仓 |
| GLDM | WORLD GOLD TR | $31.70万 | 0.10% | 3,991 | 3,991 | — | $31.70万 | 新建仓 |
| EFA | ISHARES TR | $32.34万 | 0.10% | 3,113 | -35 | -1.1% | -$3,636 | 减仓 |
| TJX | TJX COS INC NEW | $32.92万 | 0.10% | 2,173 | 2,173 | — | $32.92万 | 新建仓 |
| V | VISA INC | $34.32万 | 0.11% | 1,000 | 1,000 | — | $34.32万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $35.73万 | 0.11% | 32,965 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $35.81万 | 0.11% | 1,011 | 34 | 3.5% | $1.20万 | 加仓 |
| INTC | INTEL CORP | $35.98万 | 0.11% | 2,577 | 2,577 | — | $35.98万 | 新建仓 |
| OKE | ONEOK INC NEW | $37.50万 | 0.12% | 4,313 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $37.92万 | 0.12% | 10,244 | 10,244 | — | $37.92万 | 新建仓 |
| SBUX | STARBUCKS CORP | $40.18万 | 0.12% | 3,931 | 3,931 | — | $40.18万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.48万 | 0.13% | 4,988 | 1 | 0.0% | $81 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $41.17万 | 0.13% | 8,796 | 8,796 | — | $41.17万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $41.37万 | 0.13% | 7,755 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $41.45万 | 0.13% | 632 | -539 | -46.0% | -$35.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.78万 | 0.14% | 5,102 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.36万 | 0.14% | 3,888 | -1,020 | -20.8% | -$11.90万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $46.58万 | 0.14% | 3,405 | 107 | 3.2% | $1.46万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $47.77万 | 0.15% | 5,210 | 1,342 | 34.7% | $12.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.44万 | 0.15% | 2,922 | 2,922 | — | $48.44万 | 新建仓 |
| — | TIDAL TRUST II | $49.62万 | 0.15% | 5,630 | 5,630 | — | $49.62万 | 新建仓 |
| QYLD | GLOBAL X FDS | $52.41万 | 0.16% | 28,440 | 3,416 | 13.7% | $6.30万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $52.71万 | 0.16% | 3,085 | 3,085 | — | $52.71万 | 新建仓 |
| GOOG | ALPHABET INC | $52.75万 | 0.16% | 1,493 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.46万 | 0.17% | 7,644 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $57.25万 | 0.18% | 17,907 | 415 | 2.4% | $1.33万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $58.32万 | 0.18% | 4,607 | 79 | 1.7% | $1.00万 | 加仓 |
| MPLX | MPLX LP | $64.78万 | 0.20% | 11,500 | -500 | -4.2% | -$2.82万 | 减仓 |
| IGM | ISHARES TR | $66.04万 | 0.20% | 4,037 | -845 | -17.3% | -$13.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $67.47万 | 0.21% | 3,096 | 4 | 0.1% | $872 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $68.34万 | 0.21% | 3,778 | 6 | 0.2% | $1,085 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.97万 | 0.22% | 2,488 | 14 | 0.6% | $3,937 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $72.31万 | 0.22% | 3,904 | -6,394 | -62.1% | -$118.44万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $72.44万 | 0.22% | 1,030 | 1,030 | — | $72.44万 | 新建仓 |
| SO | SOUTHERN CO | $73.31万 | 0.23% | 7,659 | 5 | 0.1% | $479 | 加仓 |
| ITOT | ISHARES TR | $74.18万 | 0.23% | 4,516 | 4,516 | — | $74.18万 | 新建仓 |
| — | ISHARES TR 看涨期权 | $75.11万 | 0.23% | 2,500 | 2,500 | — | $75.11万 | 新建仓 |
| LQD | ISHARES TR | $77.42万 | 0.24% | 7,098 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $80.28万 | 0.25% | 26,331 | 17 | 0.1% | $518 | 加仓 |
| MMM | 3M CO | $81.98万 | 0.25% | 5,063 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $83.10万 | 0.26% | 9,648 | -60 | -0.6% | -$5,168 | 减仓 |
| VST | VISTRA CORP | $85.83万 | 0.27% | 5,411 | 5,411 | — | $85.83万 | 新建仓 |
| MO | ALTRIA GROUP INC | $86.14万 | 0.27% | 11,972 | 1 | 0.0% | $72 | 加仓 |
| NUE | NUCOR CORP | $86.58万 | 0.27% | 3,887 | -4,037 | -50.9% | -$89.92万 | 减仓 |
| VLO | VALERO ENERGY CORP | $89.75万 | 0.28% | 3,446 | 11 | 0.3% | $2,865 | 加仓 |
| TOL | TOLL BROTHERS INC | $94.37万 | 0.29% | 5,728 | 16 | 0.3% | $2,636 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $102.96万 | 0.32% | 104,953 | -133 | -0.1% | -$1,305 | 减仓 |
| OIH | VANECK ETF TRUST | $104.88万 | 0.33% | 2,819 | -3,597 | -56.1% | -$133.82万 | 减仓 |
| SOXX | ISHARES TR | $110.98万 | 0.34% | 1,732 | -2,950 | -63.0% | -$189.02万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $115.51万 | 0.36% | 12,423 | 9,326 | 301.1% | $86.71万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $123.38万 | 0.38% | 5,440 | 5,440 | — | $123.38万 | 新建仓 |
| NFLX | NETFLIX INC. | $124.14万 | 0.38% | 17,386 | -36,896 | -68.0% | -$263.44万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $124.24万 | 0.39% | 7,302 | 360 | 5.2% | $6.13万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $125.08万 | 0.39% | 3,698 | -3,219 | -46.5% | -$108.88万 | 减仓 |
| C | CITIGROUP INC | $133.23万 | 0.41% | 9,519 | 9,519 | — | $133.23万 | 新建仓 |
| META | META PLATFORMS INC | $145.61万 | 0.45% | 2,585 | -3 | -0.1% | -$1,690 | 减仓 |
| ET | ENERGY TRANSFER L P | $153.76万 | 0.48% | 80,417 | 44 | 0.1% | $841 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $158.36万 | 0.49% | 2,726 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $184.40万 | 0.57% | 2,685 | 3 | 0.1% | $2,060 | 加仓 |
| MS | MORGAN STANLEY | $191.71万 | 0.59% | 9,171 | 302 | 3.4% | $6.31万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $192.65万 | 0.60% | 35,935 | -85 | -0.2% | -$4,557 | 减仓 |
| IVV | ISHARES TR | $200.63万 | 0.62% | 2,679 | -6 | -0.2% | -$4,493 | 减仓 |
| FTAI | FTAI AVIATION LTD | $201.22万 | 0.62% | 7,438 | 1,057 | 16.6% | $28.60万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $205.61万 | 0.64% | 55,933 | 40 | 0.1% | $1,470 | 加仓 |
| ROST | ROSS STORES INC | $205.97万 | 0.64% | 9,677 | 9,677 | — | $205.97万 | 新建仓 |
| AGG | ISHARES TR | $207.88万 | 0.64% | 21,002 | 17,415 | 485.5% | $172.37万 | 加仓 |