Northeast Financial Group, Inc. 13F 持仓 · 2026年Q1
Northeast Financial Group 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 4.04 亿美元。前几大持仓：SCHX（13.59%）、SPY（6.35%）、SCHM（6.19%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $54.9M | 13.59% | 2.1M | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $25.6M | 6.35% | 39,434 | 减持 |
| 3 | SCHM | SCHWAB STRATEGIC TR | $25.0M | 6.19% | 807,726 | 减持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $21.9M | 5.43% | 752,372 | 增持 |
| 5 | SCHF | SCHWAB STRATEGIC TR | $20.1M | 4.97% | 811,818 | 减持 |
| 6 | SCHV | SCHWAB STRATEGIC TR | $16.8M | 4.15% | 549,657 | 减持 |
| 7 | USHY | ISHARES TR | $13.7M | 3.40% | 373,064 | 减持 |
| 8 | MUB | ISHARES TR | $12.9M | 3.20% | 121,903 | 减持 |
| 9 | SCHO | SCHWAB STRATEGIC TR | $12.7M | 3.14% | 522,603 | 减持 |
| 10 | VNQ | VANGUARD INDEX FDS | $11.9M | 2.94% | 133,902 | 增持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $11.7M | 2.91% | 217,180 | 减持 |
| 12 | IWM | ISHARES TR | $10.9M | 2.69% | 43,848 | 减持 |
| 13 | VCLT | VANGUARD SCOTTSDALE FDS | $10.7M | 2.66% | 143,713 | 减持 |
| 14 | JAAA | JANUS DETROIT STR TR | $10.1M | 2.50% | 200,651 | 增持 |
| 15 | SCHP | SCHWAB STRATEGIC TR | $10.1M | 2.50% | 379,803 | 增持 |
| 16 | SPHY | SPDR SERIES TRUST | $10.0M | 2.48% | 429,967 | 增持 |
| 17 | PDBC | INVESCO ACTVELY MNGD ETC FD | $8.9M | 2.20% | 512,673 | 减持 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.5M | 2.11% | 150,184 | 减持 |
| 19 | SCHD | SCHWAB STRATEGIC TR | $8.0M | 1.97% | 258,864 | 减持 |
| 20 | SPAB | SPDR SERIES TRUST | $8.0M | 1.97% | 310,565 | 减持 |
| 21 | QQQI | NEOS ETF TRUST | $7.6M | 1.89% | 153,434 | 新建仓 |
| 22 | TLT | ISHARES TR | $7.6M | 1.89% | 87,919 | 减持 |
| 23 | SUB | ISHARES TR | $7.1M | 1.76% | 66,914 | 减持 |
| 24 | SCHZ | SCHWAB STRATEGIC TR | $6.7M | 1.67% | 290,058 | 增持 |
| 25 | AGG | ISHARES TR | $6.3M | 1.56% | 63,628 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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