North Ridge Wealth Advisors, Inc.
BEAVERTON OR · SEC CIK 0001974277
$1.78亿2026Q1 申报市值
193持仓数
74.2%前十大占比 · 第一大 23.9%
16 / 7新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EDV 加仓+$70.45万
DFNM 加仓+$68.05万
VOO 加仓+$66.44万
DFGR 加仓+$56.54万
BRK/B 加仓+$48.50万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$120.34万
DIMENSIONAL ETF 减仓-$115.51万
DFIC 减仓-$48.11万
DFEM 减仓-$39.49万
AVDE 减仓-$35.02万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -70 | -100.0% | -$6,014 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -160 | -100.0% | -$4,300 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -14 | -100.0% | -$2,269 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,142 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,111 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1,507 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$589 | 清仓 |
| — | USBC INC. | $0 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $40 | 0.00% | 1 | -53 | -98.1% | -$2,120 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $50 | 0.00% | 1 | 1 | — | $50 | 新建仓 |
| IAGG | ISHARES TR | $132 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC | $202 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $214 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $223 | 0.00% | 6 | 6 | — | $223 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $259 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $310 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $386 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $518 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $564 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $708 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $987 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,149 | 0.00% | 4 | 4 | — | $1,149 | 新建仓 |
| XYL | XYLEM INC | $1,195 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $1,419 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1,445 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1,456 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,504 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,572 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1,619 | 0.00% | 5 | 5 | — | $1,619 | 新建仓 |
| RTX | RTX CORPORATION | $1,929 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1,956 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2,025 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $2,242 | 0.00% | 49 | -3 | -5.8% | -$137 | 减仓 |
| KO | COCA COLA CO | $2,282 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $2,330 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2,389 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $2,710 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2,883 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $3,211 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $3,286 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3,695 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $3,978 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $4,169 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,449 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $4,853 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $4,934 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $5,448 | 0.00% | 111 | 111 | — | $5,448 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,603 | 0.00% | 219 | 159 | 265.0% | $4,068 | 加仓 |
| ARKK | ARK ETF TR | $5,817 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $6,373 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $6,599 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $7,529 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $7,565 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,759 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,771 | 0.00% | 162 | 6 | 3.8% | $288 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $7,860 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $8,104 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $8,112 | 0.00% | 49 | 44 | 880.0% | $7,284 | 加仓 |
| VDE | VANGUARD WORLD FD | $8,826 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $8,988 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $9,670 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.00万 | 0.01% | 213 | 213 | — | $1.00万 | 新建仓 |
| WMT | WALMART INC | $1.06万 | 0.01% | 86 | 41 | 91.1% | $5,066 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.06万 | 0.01% | 61 | 61 | — | $1.06万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $1.11万 | 0.01% | 84 | 84 | — | $1.11万 | 新建仓 |
| DIS | DISNEY WALT CO | $1.12万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1.20万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| CAM | AB ACTIVE ETFS INC | $1.21万 | 0.01% | 485 | 485 | — | $1.21万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.23万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.26万 | 0.01% | 654 | 4 | 0.6% | $77 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.29万 | 0.01% | 46 | 46 | — | $1.29万 | 新建仓 |
| DOW | DOW HLDGS INC | $1.33万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $1.34万 | 0.01% | 226 | -59 | -20.7% | -$3,497 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1.34万 | 0.01% | 278 | 18 | 6.9% | $869 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $1.39万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.43万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $1.44万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.52万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.52万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.53万 | 0.01% | 260 | -960 | -78.7% | -$5.67万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.60万 | 0.01% | 172 | 152 | 760.0% | $1.41万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.71万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.71万 | 0.01% | 73 | 73 | — | $1.71万 | 新建仓 |
| M | MACYS INC | $1.81万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.85万 | 0.01% | 779 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.87万 | 0.01% | 379 | 379 | — | $1.87万 | 新建仓 |
| IEMG | ISHARES INC | $1.88万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.93万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.96万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $2.18万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $2.40万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.45万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $2.49万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.51万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2.56万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $2.84万 | 0.02% | 286 | -77 | -21.2% | -$7,639 | 减仓 |
| ORCL | ORACLE CORP | $3.02万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |