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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,330.70万 | 8.68% | 304,507 | 281,577 | 1,228.0% | $2,155.19万 | 加仓 |
| IGSB | ISHARES TR | $1,989.89万 | 7.41% | 378,594 | 116,057 | 44.2% | $610.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,736.27万 | 6.46% | 99,557 | 2,461 | 2.5% | $42.92万 | 加仓 |
| SHY | ISHARES TR | $1,065.05万 | 3.97% | 128,988 | 128,988 | — | $1,065.05万 | 新建仓 |
| IEF | ISHARES TR | $1,023.22万 | 3.81% | 107,211 | -138,995 | -56.5% | -$1,326.57万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $997.79万 | 3.71% | 121,712 | 121,712 | — | $997.79万 | 新建仓 |
| GOOGL | ALPHABET INC | $973.94万 | 3.63% | 33,869 | 7,389 | 27.9% | $212.48万 | 加仓 |
| — | EXXON MOBIL CORP | $845.84万 | 3.15% | 49,855 | -1,192 | -2.3% | -$20.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $774.27万 | 2.88% | 20,917 | -3,768 | -15.3% | -$139.48万 | 减仓 |
| AAPL | APPLE INC | $770.49万 | 2.87% | 30,359 | -9,031 | -22.9% | -$229.20万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $716.32万 | 2.67% | 90,364 | 90,364 | — | $716.32万 | 新建仓 |
| — | 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 |
| AVGO | BROADCOM INC | $529.85万 | 1.97% | 17,119 | 6,182 | 56.5% | $191.34万 | 加仓 |
| NFLX | NETFLIX INC. | $521.92万 | 1.94% | 54,282 | 20,522 | 60.8% | $197.32万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $516.74万 | 1.92% | 103,410 | 103,410 | — | $516.74万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $494.67万 | 1.84% | 20,237 | -9,837 | -32.7% | -$240.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $412.64万 | 1.54% | 12,210 | 4,304 | 54.4% | $145.45万 | 加仓 |
| AMZN | AMAZON COM INC | $354.46万 | 1.32% | 17,019 | -12,901 | -43.1% | -$268.69万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $354.22万 | 1.32% | 29,859 | -6,534 | -18.0% | -$77.51万 | 减仓 |
| CAT | CATERPILLAR INC | $313.68万 | 1.17% | 4,428 | 4,428 | — | $313.68万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $306.58万 | 1.14% | 51,482 | 51,482 | — | $306.58万 | 新建仓 |
| EBAY | EBAY INC. | $303.76万 | 1.13% | 33,373 | -9,124 | -21.5% | -$83.05万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $276.81万 | 1.03% | 4,580 | 4,580 | — | $276.81万 | 新建仓 |
| TSLA | TESLA INC | $262.86万 | 0.98% | 7,071 | -3,712 | -34.4% | -$137.99万 | 减仓 |
| OIH | VANECK ETF TRUST | $259.34万 | 0.97% | 6,416 | -855 | -11.8% | -$34.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $254.48万 | 0.95% | 8,651 | -6,805 | -44.0% | -$200.18万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $233.39万 | 0.87% | 81,039 | 5,583 | 7.4% | $16.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $219.27万 | 0.82% | 16,499 | -15,975 | -49.2% | -$212.31万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $211.50万 | 0.79% | 55,893 | 1,412 | 2.6% | $5.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $209.23万 | 0.78% | 6,917 | 1,574 | 29.5% | $47.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $204.05万 | 0.76% | 2,412 | -1,478 | -38.0% | -$125.04万 | 减仓 |
| GLD | SPDR GOLD TR | $196.00万 | 0.73% | 4,555 | -5,443 | -54.4% | -$234.21万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $186.99万 | 0.70% | 37,248 | 22,581 | 154.0% | $113.36万 | 加仓 |
| GEV | GE VERNOVA INC | $185.25万 | 0.69% | 2,122 | -1,003 | -32.1% | -$87.56万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $181.96万 | 0.68% | 5,272 | 5,272 | — | $181.96万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $177.83万 | 0.66% | 36,020 | -95,252 | -72.6% | -$470.26万 | 减仓 |
| MCK | MCKESSON CORP | $176.97万 | 0.66% | 2,045 | -1,659 | -44.8% | -$143.56万 | 减仓 |
| IVV | ISHARES TR | $175.39万 | 0.65% | 2,685 | -14,080 | -84.0% | -$919.72万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $175.28万 | 0.65% | 8,875 | 4,319 | 94.8% | $85.30万 | 加仓 |
| IVZ | INVESCO LTD | $174.83万 | 0.65% | 71,978 | 71,978 | — | $174.83万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $171.31万 | 0.64% | 2,968 | 93 | 3.2% | $5.37万 | 加仓 |
| ADI | ANALOG DEVICES INC | $168.30万 | 0.63% | 5,290 | 5,290 | — | $168.30万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $166.55万 | 0.62% | 10,298 | -1,014 | -9.0% | -$16.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $160.27万 | 0.60% | 2,682 | -584 | -17.9% | -$34.90万 | 减仓 |
| KO | COCA COLA CO | $156.66万 | 0.58% | 20,599 | -41,050 | -66.6% | -$312.19万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $156.33万 | 0.58% | 6,381 | 6,381 | — | $156.33万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $155.12万 | 0.58% | 80,373 | -584 | -0.7% | -$1.13万 | 减仓 |
| SOXX | ISHARES TR | $153.88万 | 0.57% | 4,682 | 4,682 | — | $153.88万 | 新建仓 |
| META | META PLATFORMS INC | $148.07万 | 0.55% | 2,588 | -1,974 | -43.3% | -$112.94万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $147.20万 | 0.55% | 2,816 | 371 | 15.2% | $19.39万 | 加仓 |
| MS | MORGAN STANLEY | $145.96万 | 0.54% | 8,869 | -15,435 | -63.5% | -$254.01万 | 减仓 |
| GLW | CORNING INC | $137.40万 | 0.51% | 10,105 | -28,240 | -73.6% | -$383.99万 | 减仓 |
| NUE | NUCOR CORP | $133.99万 | 0.50% | 7,924 | 7,924 | — | $133.99万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $109.53万 | 0.41% | 17,880 | 3,596 | 25.2% | $22.03万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $103.16万 | 0.38% | 6,212 | 843 | 15.7% | $14.00万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $100.67万 | 0.37% | 6,942 | 6,942 | — | $100.67万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $97.14万 | 0.36% | 8,665 | 8,665 | — | $97.14万 | 新建仓 |
| PEP | PEPSICO INC | $91.22万 | 0.34% | 5,874 | -23,784 | -80.2% | -$369.34万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $91.00万 | 0.34% | 105,086 | -956 | -0.9% | -$8,279 | 减仓 |
| VLO | VALERO ENERGY CORP | $84.87万 | 0.32% | 3,435 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $79.78万 | 0.30% | 26,314 | -5,926 | -18.4% | -$17.97万 | 减仓 |
| MO | ALTRIA GROUP INC | $79.00万 | 0.29% | 11,971 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $77.95万 | 0.29% | 5,712 | -7,361 | -56.3% | -$100.46万 | 减仓 |
| LQD | ISHARES TR | $77.36万 | 0.29% | 7,098 | -5,395 | -43.2% | -$58.80万 | 减仓 |
| SO | SOUTHERN CO | $73.88万 | 0.28% | 7,654 | 98 | 1.3% | $9,460 | 加仓 |
| MMM | 3M CO | $73.53万 | 0.27% | 5,063 | -5,223 | -50.8% | -$75.85万 | 减仓 |
| IJR | ISHARES TR | $72.90万 | 0.27% | 5,864 | -30,324 | -83.8% | -$376.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.79万 | 0.27% | 4,908 | -3,722 | -43.1% | -$54.45万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.65万 | 0.26% | 1,618 | -24 | -1.5% | -$1.05万 | 减仓 |
| MPLX | MPLX LP | $68.48万 | 0.25% | 12,000 | 500 | 4.3% | $2.85万 | 加仓 |
| MCD | MCDONALDS CORP | $64.71万 | 0.24% | 2,082 | 991 | 90.8% | $30.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.37万 | 0.23% | 3,772 | 5 | 0.1% | $827 | 加仓 |
| LLY | ELI LILLY & CO | $61.81万 | 0.23% | 672 | -4,006 | -85.6% | -$368.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $60.66万 | 0.23% | 3,092 | -82 | -2.6% | -$1.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $59.96万 | 0.22% | 2,474 | -1,272 | -34.0% | -$30.83万 | 减仓 |
| CSCO | CISCO SYS INC | $59.93万 | 0.22% | 7,724 | -479 | -5.8% | -$3.72万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $59.29万 | 0.22% | 4,528 | -155 | -3.3% | -$2.03万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $58.65万 | 0.22% | 17,492 | -703 | -3.9% | -$2.36万 | 减仓 |
| IGM | ISHARES TR | $57.86万 | 0.22% | 4,882 | -49,874 | -91.1% | -$591.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $55.45万 | 0.21% | 2,726 | 1,227 | 81.9% | $24.96万 | 加仓 |
| WMB | WILLIAMS COS INC | $53.44万 | 0.20% | 7,343 | -417 | -5.4% | -$3.03万 | 减仓 |
| SYY | SYSCO CORP | $50.40万 | 0.19% | 7,066 | 7,066 | — | $50.40万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.98万 | 0.18% | 7,644 | -194 | -2.5% | -$1.24万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $47.39万 | 0.18% | 5,102 | 16 | 0.3% | $1,486 | 加仓 |
| IGV | ISHARES TR | $45.65万 | 0.17% | 5,703 | 2,191 | 62.4% | $17.54万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.90万 | 0.17% | 1,171 | -122 | -9.4% | -$4.68万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $43.23万 | 0.16% | 3,298 | 985 | 42.6% | $12.91万 | 加仓 |
| QYLD | GLOBAL X FDS | $42.92万 | 0.16% | 25,024 | 1,062 | 4.4% | $1.82万 | 加仓 |
| GOOG | ALPHABET INC | $42.83万 | 0.16% | 1,493 | 10 | 0.7% | $2,869 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.37万 | 0.15% | 4,987 | 1 | 0.0% | $81 | 加仓 |
| OKE | ONEOK INC NEW | $38.99万 | 0.15% | 4,313 | 0 | 0.0% | — | 不变 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $38.77万 | 0.14% | 7,755 | 7,755 | — | $38.77万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $35.87万 | 0.13% | 32,965 | 176 | 0.5% | $1,915 | 加仓 |
| AGG | ISHARES TR | $35.61万 | 0.13% | 3,587 | -26,930 | -88.2% | -$267.33万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.53万 | 0.12% | 977 | -55 | -5.3% | -$1.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.97万 | 0.12% | 3,868 | -10,618 | -73.3% | -$90.50万 | 减仓 |
| WMT | WALMART INC | $32.33万 | 0.12% | 2,602 | -37 | -1.4% | -$4,598 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.72万 | 0.12% | 1,561 | 861 | 123.0% | $17.49万 | 重新持有 |
| EFA | ISHARES TR | $30.58万 | 0.11% | 3,148 | -2,431 | -43.6% | -$23.61万 | 减仓 |
| MRK | MERCK & CO INC | $28.02万 | 0.10% | 2,330 | 2 | 0.1% | $241 | 加仓 |