Northstar Financial Companies, Inc.
CONSHOHOCKEN PA · SEC CIK 0002059828
$1.48亿2026Q2 申报市值
117持仓数
38.1%前十大占比 · 第一大 9.2%
10 / 8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
IWF 加仓+$57.77万
JPST 加仓+$56.61万
IUSB 加仓+$55.73万
AEP 加仓+$43.82万
NEE 加仓+$43.79万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$84.39万
BMOP 清仓-$43.10万
GOOG 减仓-$32.82万
BKMI 清仓-$31.75万
BDX 清仓-$24.63万
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 |
|---|---|---|---|---|---|---|---|---|
| KXI | ISHARES TR | $178.38万 | 1.20% | 26,415 | 2,982 | 12.7% | $20.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $180.26万 | 1.21% | 2,448 | 368 | 17.7% | $27.10万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $189.60万 | 1.28% | 10,733 | 1,313 | 13.9% | $23.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $217.24万 | 1.46% | 6,637 | 606 | 10.0% | $19.84万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $221.03万 | 1.49% | 25,183 | 4,989 | 24.7% | $43.79万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $237.30万 | 1.60% | 17,345 | 3,203 | 22.6% | $43.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $241.73万 | 1.63% | 12,081 | 618 | 5.4% | $12.37万 | 加仓 |
| IAK | ISHARES TR | $242.48万 | 1.63% | 17,251 | 2,965 | 20.8% | $41.68万 | 加仓 |
| LLY | ELI LILLY & CO | $251.65万 | 1.70% | 2,098 | 273 | 15.0% | $32.75万 | 加仓 |
| IAU | ISHARES GOLD TR | $268.49万 | 1.81% | 35,557 | 3,563 | 11.1% | $26.90万 | 加仓 |
| GOOG | ALPHABET INC | $280.61万 | 1.89% | 7,942 | -929 | -10.5% | -$32.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $303.04万 | 2.04% | 11,932 | 672 | 6.0% | $17.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $303.71万 | 2.05% | 10,019 | -43 | -0.4% | -$1.30万 | 减仓 |
| — | EXXON MOBIL CORP | $304.72万 | 2.05% | 22,288 | 3,027 | 15.7% | $41.39万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $322.29万 | 2.17% | 76,119 | 7,662 | 11.2% | $32.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $326.64万 | 2.20% | 19,706 | 1,639 | 9.1% | $27.17万 | 加仓 |
| AMZN | AMAZON COM INC | $337.59万 | 2.27% | 14,164 | 1,085 | 8.3% | $25.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $353.36万 | 2.38% | 9,473 | 472 | 5.2% | $17.61万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $364.30万 | 2.45% | 72,039 | 11,195 | 18.4% | $56.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $438.22万 | 2.95% | 3,796 | -731 | -16.1% | -$84.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $457.55万 | 3.08% | 64,217 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $524.67万 | 3.54% | 18,132 | -344 | -1.9% | -$9.95万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $575.98万 | 3.88% | 69,714 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $914.22万 | 6.16% | 26,647 | 1,021 | 4.0% | $35.03万 | 加仓 |
| IWB | ISHARES TR | $1,361.75万 | 9.18% | 33,254 | 0 | 0.0% | — | 不变 |