Northstar Financial Companies, Inc.
CONSHOHOCKEN PA · SEC CIK 0002059828
$1.26亿2026Q1 申报市值
112持仓数
39.8%前十大占比 · 第一大 9.4%
7 / 9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
JPST 加仓+$133.79万
IAK 加仓+$94.84万
IUSB 加仓+$84.75万
AEP 加仓+$83.51万
NEE 加仓+$82.30万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$109.33万
IJH 清仓-$64.64万
ED 减仓-$63.25万
BP 减仓-$60.53万
PEP 减仓-$54.57万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $152.94万 | 1.22% | 4,527 | -1,151 | -20.3% | -$38.89万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $156.09万 | 1.24% | 9,420 | 3,484 | 58.7% | $57.73万 | 加仓 |
| KXI | ISHARES TR | $157.02万 | 1.25% | 23,433 | 9,077 | 63.2% | $60.82万 | 加仓 |
| LLY | ELI LILLY & CO | $167.86万 | 1.33% | 1,825 | 345 | 23.3% | $31.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $177.42万 | 1.41% | 6,031 | 1,287 | 27.1% | $37.86万 | 加仓 |
| IAK | ISHARES TR | $183.28万 | 1.46% | 14,286 | 7,393 | 107.3% | $94.84万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $185.37万 | 1.47% | 14,142 | 6,371 | 82.0% | $83.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $187.56万 | 1.49% | 20,194 | 8,861 | 78.2% | $82.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $199.91万 | 1.59% | 11,463 | -502 | -4.2% | -$8.75万 | 减仓 |
| GOOG | ALPHABET INC | $254.47万 | 2.02% | 8,871 | -132 | -1.5% | -$3.79万 | 减仓 |
| VB | VANGUARD INDEX FDS | $263.55万 | 2.10% | 10,062 | -524 | -4.9% | -$13.73万 | 减仓 |
| AMZN | AMAZON COM INC | $272.40万 | 2.17% | 13,079 | 1,367 | 11.7% | $28.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $275.23万 | 2.19% | 11,260 | 410 | 3.8% | $10.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $282.06万 | 2.24% | 31,994 | 301 | 0.9% | $2.65万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $307.93万 | 2.45% | 60,844 | 26,435 | 76.8% | $133.79万 | 加仓 |
| — | EXXON MOBIL CORP | $326.78万 | 2.60% | 19,261 | 4,140 | 27.4% | $70.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $333.18万 | 2.65% | 9,001 | -780 | -8.0% | -$28.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $343.65万 | 2.73% | 68,457 | 5,833 | 9.3% | $29.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $373.81万 | 2.97% | 18,067 | 1,211 | 7.2% | $25.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $411.50万 | 3.27% | 64,217 | -3,109 | -4.6% | -$19.92万 | 减仓 |
| AAPL | APPLE INC | $468.89万 | 3.73% | 18,476 | -4,308 | -18.9% | -$109.33万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $473.69万 | 3.77% | 11,619 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $774.52万 | 6.16% | 25,626 | 723 | 2.9% | $21.85万 | 加仓 |
| IWB | ISHARES TR | $1,185.70万 | 9.43% | 33,254 | -444 | -1.3% | -$15.83万 | 减仓 |