Northern Financial Advisors Inc 13F 持仓 · 2026年Q2
Northern Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 100 只证券，申报市值合计 1.51 亿美元。前几大持仓：SPY（8.51%）、AVGO（3.86%）、CAT（3.63%）。本季前 25 大持仓中：增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $12.9M | 8.51% | 17,225 | 增持 |
| 2 | AVGO | BROADCOM INC | $5.8M | 3.86% | 15,468 | 持平 |
| 3 | CAT | CATERPILLAR INC | $5.5M | 3.63% | 5,147 | 减持 |
| 4 | AAPL | APPLE INC | $5.4M | 3.59% | 18,779 | 增持 |
| 5 | WMT | WALMART INC | $5.0M | 3.32% | 44,369 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $4.8M | 3.16% | 12,822 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $4.7M | 3.14% | 23,711 | 减持 |
| 8 | DIA | STATE STR SPDR DOW JONES IND | $4.7M | 3.12% | 9,043 | 减持 |
| 9 | MU | MICRON TECHNOLOGY INC | $4.0M | 2.65% | 3,476 | 减持 |
| 10 | GS | GOLDMAN SACHS GROUP INC | $3.8M | 2.49% | 3,721 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $3.5M | 2.35% | 10,837 | 增持 |
| 12 | XOM | EXXON MOBIL CORP | $3.4M | 2.24% | 24,778 | 减持 |
| 13 | NFLX | NETFLIX INC. | $2.9M | 1.95% | 41,227 | 减持 |
| 14 | AXP | AMERICAN EXPRESS CO | $2.9M | 1.93% | 8,647 | 减持 |
| 15 | QQQ | INVESCO QQQ TR | $2.7M | 1.78% | 3,648 | 减持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $2.5M | 1.64% | 4,280 | 增持 |
| 17 | CSCO | CISCO SYS INC | $2.4M | 1.58% | 20,276 | 增持 |
| 18 | LLY | ELI LILLY & CO | $2.3M | 1.52% | 1,910 | 减持 |
| 19 | TRV | TRAVELERS COMPANIES INC | $2.2M | 1.46% | 6,705 | 增持 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 1.44% | 7,720 | 增持 |
| 21 | NVR | NVR INC | $2.1M | 1.37% | 305 | 持平 |
| 22 | KO | COCA COLA CO | $2.0M | 1.36% | 25,208 | 减持 |
| 23 | MMM | 3M CO | $2.0M | 1.35% | 12,606 | 增持 |
| 24 | V | VISA INC | $2.0M | 1.35% | 5,963 | 增持 |
| 25 | RTX | RTX CORPORATION | $2.0M | 1.31% | 10,409 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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