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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $32.34万 | 0.10% | 3,113 | -35 | -1.1% | -$3,636 | 减仓 |
| GLDM | WORLD GOLD TR | $31.70万 | 0.10% | 3,991 | 3,991 | — | $31.70万 | 新建仓 |
| MRK | MERCK & CO INC | $29.96万 | 0.09% | 2,331 | 1 | 0.0% | $129 | 加仓 |
| WMT | WALMART INC | $29.50万 | 0.09% | 2,604 | 2 | 0.1% | $227 | 加仓 |
| MCD | MCDONALDS CORP | $29.46万 | 0.09% | 1,090 | -992 | -47.6% | -$26.81万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.24万 | 0.09% | 2,001 | 66 | 3.4% | $9,643 | 加仓 |
| TIP | ISHARES TR | $28.39万 | 0.09% | 2,594 | 2,594 | — | $28.39万 | 新建仓 |
| EXC | EXELON CORP | $25.66万 | 0.08% | 5,505 | 181 | 3.4% | $8,438 | 加仓 |
| GLD | SPDR GOLD TR | $24.57万 | 0.08% | 667 | -3,888 | -85.4% | -$143.23万 | 减仓 |
| O | REALTY INCOME CORP | $24.54万 | 0.08% | 3,960 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $23.70万 | 0.07% | 2,742 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $23.69万 | 0.07% | 1,516 | -21 | -1.4% | -$3,282 | 减仓 |
| IWB | ISHARES TR | $23.22万 | 0.07% | 567 | 1 | 0.2% | $410 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $23.04万 | 0.07% | 9,343 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.57万 | 0.07% | 954 | 954 | — | $22.57万 | 新建仓 |
| HD | HOME DEPOT INC | $20.53万 | 0.06% | 582 | -3 | -0.5% | -$1,058 | 重新持有 |
| VB | VANGUARD INDEX FDS | $20.15万 | 0.06% | 665 | 665 | — | $20.15万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $20.05万 | 0.06% | 1,413 | -200 | -12.4% | -$2.84万 | 重新持有 |
| — | WHITEHORSE FIN INC | $7.89万 | 0.02% | 11,777 | 380 | 3.3% | $2,546 | 加仓 |
| 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 |