Northeast Financial Consultants Inc 13F 持仓 · 最近申报 2025年Q2
Northeast Financial Consultants 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 299 只证券，申报市值合计 24.46 亿美元。前几大持仓：VUG（13.89%）、VOO（11.12%）、VIG（5.40%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $339.7M | 13.89% | 774,827 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $272.0M | 11.12% | 478,910 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $132.0M | 5.40% | 645,156 | 增持 |
| 4 | BXSL | BLACKSTONE SECD LENDING FD | $103.3M | 4.22% | 3.4M | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $101.8M | 4.16% | 184,612 | 增持 |
| 6 | SPY | SPDR S&P 500 ETF TR | $101.8M | 4.16% | 164,807 | 减持 |
| 7 | DGRO | ISHARES TR | $93.4M | 3.82% | 1.5M | 减持 |
| 8 | MSFT | MICROSOFT CORP | $67.1M | 2.74% | 134,971 | 减持 |
| 9 | AMZN | AMAZON COM INC | $64.0M | 2.62% | 291,623 | 减持 |
| 10 | VYM | VANGUARD WHITEHALL FDS | $62.0M | 2.54% | 465,351 | 减持 |
| 11 | GBDC | GOLUB CAP BDC INC | $56.9M | 2.33% | 3.9M | 减持 |
| 12 | AAPL | APPLE INC | $47.8M | 1.96% | 233,136 | 减持 |
| 13 | FDN | FIRST TR EXCHANGE-TRADED FD | $40.6M | 1.66% | 150,719 | 减持 |
| 14 | COWZ | PACER FDS TR | $37.1M | 1.52% | 673,134 | 减持 |
| 15 | GOOG | ALPHABET INC | $36.6M | 1.50% | 206,148 | 减持 |
| 16 | IGV | ISHARES TR | $35.4M | 1.45% | 323,518 | 减持 |
| 17 | GOOGL | ALPHABET INC | $33.1M | 1.35% | 187,704 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $32.7M | 1.34% | 107,643 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO. | $32.4M | 1.32% | 111,715 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION | $28.6M | 1.17% | 181,135 | 增持 |
| 21 | XLK | SELECT SECTOR SPDR TR | $25.7M | 1.05% | 101,375 | 减持 |
| 22 | PFE | PFIZER INC | $25.2M | 1.03% | 1.0M | 减持 |
| 23 | AVGO | BROADCOM INC | $24.9M | 1.02% | 90,240 | 减持 |
| 24 | ITOT | ISHARES TR | $22.4M | 0.92% | 166,245 | 增持 |
| 25 | KKR | KKR & CO INC | $19.1M | 0.78% | 143,450 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR