NorthLanding Financial Partners, LLC 13F 持仓 · 2026年Q2
NorthLanding Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 45 只证券,申报市值合计 1.45 亿美元。前几大持仓:IVV(26.49%)、IEFA(17.83%)、VCRB(14.91%)。本季前 25 大持仓中:增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.3M | 26.49% | 51,124 | 增持 |
| 2 | IEFA | ISHARES TR | $25.8M | 17.83% | 266,783 | 增持 |
| 3 | VCRB | VANGUARD MALVERN FDS | $21.6M | 14.91% | 279,076 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $12.9M | 8.90% | 59,001 | 增持 |
| 5 | IEMG | ISHARES INC | $5.6M | 3.87% | 67,592 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $4.9M | 3.38% | 68,519 | 增持 |
| 7 | VBR | VANGUARD INDEX FDS | $3.5M | 2.40% | 14,295 | 增持 |
| 8 | VGT | VANGUARD WORLD FD | $3.3M | 2.28% | 27,633 | 增持 |
| 9 | IJH | ISHARES TR | $3.2M | 2.22% | 41,609 | 增持 |
| 10 | IVE | ISHARES TR | $2.7M | 1.84% | 11,716 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $2.0M | 1.41% | 23,722 | 增持 |
| 12 | FTEC | FIDELITY COVINGTON TRUST | $1.8M | 1.28% | 6,476 | 减持 |
| 13 | VXUS | VANGUARD STAR FDS | $1.6M | 1.12% | 18,969 | 增持 |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.04% | 2 | 持平 |
| 15 | IVW | ISHARES TR | $1.4M | 0.99% | 10,420 | 增持 |
| 16 | AGG | ISHARES TR | $1.4M | 0.97% | 14,155 | 减持 |
| 17 | EEMS | ISHARES INC | $1.2M | 0.80% | 15,320 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $817,867 | 0.57% | 1,634 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $786,390 | 0.54% | 13,175 | 增持 |
| 20 | IJS | ISHARES TR | $689,730 | 0.48% | 5,046 | 增持 |
| 21 | BND | VANGUARD BD INDEX FDS | $675,675 | 0.47% | 9,204 | 增持 |
| 22 | VO | VANGUARD INDEX FDS | $681,140 | 0.47% | 8,454 | 增持 |
| 23 | VNQ | VANGUARD INDEX FDS | $654,054 | 0.45% | 6,783 | 减持 |
| 24 | AAPL | APPLE INC | $610,705 | 0.42% | 2,111 | 增持 |
| 25 | VEU | VANGUARD INTL EQUITY INDEX F | $546,022 | 0.38% | 6,520 | 持平 |
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