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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $26.30万 | 0.10% | 1,409 | 232 | 19.7% | $4.33万 | 重新持有 |
| EXC | EXELON CORP | $26.10万 | 0.10% | 5,324 | -271 | -4.8% | -$1.33万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.34万 | 0.09% | 1,935 | 1,935 | — | $25.34万 | 新建仓 |
| IJH | ISHARES TR | $24.78万 | 0.09% | 3,670 | -86 | -2.3% | -$5,807 | 减仓 |
| HSY | HERSHEY CO | $24.24万 | 0.09% | 1,166 | 1,166 | — | $24.24万 | 新建仓 |
| O | REALTY INCOME CORP | $24.23万 | 0.09% | 3,960 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $23.28万 | 0.09% | 1,537 | -7 | -0.5% | -$1,060 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $23.10万 | 0.09% | 9,343 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.90万 | 0.09% | 2,462 | 2,462 | — | $22.90万 | 新建仓 |
| EVRG | EVERGY INC | $22.46万 | 0.08% | 2,742 | 0 | 0.0% | — | 重新持有 |
| PBF | PBF ENERGY INC | $20.62万 | 0.08% | 4,330 | 4,330 | — | $20.62万 | 新建仓 |
| IWB | ISHARES TR | $20.18万 | 0.08% | 566 | 2 | 0.4% | $713 | 加仓 |
| — | WHITEHORSE FIN INC | $8.43万 | 0.03% | 11,397 | 386 | 3.5% | $2,856 | 加仓 |
| 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 |