Northern Lights Advisors, Inc. 13F 持仓 · 2026年Q2
Northern Lights Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 72 只证券,申报市值合计 1.84 亿美元。前几大持仓:VEA(14.86%)、MSFT(6.28%)、IEMG(5.37%)。本季前 25 大持仓中:增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $27.3M | 14.86% | 383,239 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $11.5M | 6.28% | 30,925 | 增持 |
| 3 | IEMG | ISHARES INC | $9.9M | 5.37% | 119,188 | 减持 |
| 4 | IWF | ISHARES TR | $9.7M | 5.30% | 78,413 | 增持 |
| 5 | VTEB | VANGUARD MUN BD FDS | $8.4M | 4.59% | 166,939 | 增持 |
| 6 | IWD | ISHARES TR | $8.4M | 4.58% | 34,695 | 减持 |
| 7 | AMZN | AMAZON COM INC | $8.2M | 4.46% | 34,362 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $7.3M | 4.00% | 19,842 | 增持 |
| 9 | AAPL | APPLE INC | $6.6M | 3.61% | 22,956 | 增持 |
| 10 | VTIP | VANGUARD MALVERN FDS | $5.7M | 3.09% | 113,207 | 增持 |
| 11 | VTV | VANGUARD INDEX FDS | $5.4M | 2.96% | 24,971 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 2.77% | 85,133 | 增持 |
| 13 | AGG | ISHARES TR | $5.1M | 2.75% | 51,148 | 增持 |
| 14 | EFA | ISHARES TR | $4.8M | 2.64% | 46,675 | 增持 |
| 15 | IWB | ISHARES TR | $4.3M | 2.32% | 10,400 | 持平 |
| 16 | GOOG | ALPHABET INC | $3.8M | 2.09% | 10,856 | 增持 |
| 17 | LQD | ISHARES TR | $3.8M | 2.08% | 35,070 | 增持 |
| 18 | VBK | VANGUARD INDEX FDS | $3.6M | 1.94% | 9,773 | 减持 |
| 19 | VUG | VANGUARD INDEX FDS | $3.5M | 1.89% | 40,337 | 增持 |
| 20 | GOOGL | ALPHABET INC | $3.1M | 1.69% | 8,687 | 增持 |
| 21 | VOE | VANGUARD INDEX FDS | $3.1M | 1.69% | 15,718 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 1.57% | 14,389 | 增持 |
| 23 | META | META PLATFORMS INC | $2.4M | 1.28% | 4,177 | 增持 |
| 24 | SCHZ | SCHWAB STRATEGIC TR | $2.3M | 1.27% | 100,681 | 减持 |
| 25 | IAGG | ISHARES TR | $2.1M | 1.12% | 40,769 | 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