Northstar Financial Companies, Inc. 13F 持仓 · 2026年Q2
Northstar Financial Companies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 117 只证券，申报市值合计 1.48 亿美元。前几大持仓：IWB（9.18%）、V（6.16%）、VOOG（3.88%）。本季前 25 大持仓中：增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $13.6M | 9.18% | 33,254 | 持平 |
| 2 | V | VISA INC | $9.1M | 6.16% | 26,647 | 增持 |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | $5.8M | 3.88% | 69,714 | 增持 |
| 4 | AAPL | APPLE INC | $5.2M | 3.54% | 18,132 | 减持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 3.08% | 64,217 | 持平 |
| 6 | MU | MICRON TECHNOLOGY INC | $4.4M | 2.95% | 3,796 | 减持 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.45% | 72,039 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $3.5M | 2.38% | 9,473 | 增持 |
| 9 | AMZN | AMAZON COM INC | $3.4M | 2.27% | 14,164 | 增持 |
| 10 | CVX | CHEVRON CORPORATION | $3.3M | 2.20% | 19,706 | 增持 |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $3.2M | 2.17% | 76,119 | 增持 |
| 12 | VB | VANGUARD INDEX FDS | $3.0M | 2.05% | 10,019 | 减持 |
| 13 | XOM | EXXON MOBIL CORP | $3.0M | 2.05% | 22,288 | 增持 |
| 14 | JNJ | JOHNSON & JOHNSON | $3.0M | 2.04% | 11,932 | 增持 |
| 15 | GOOG | ALPHABET INC | $2.8M | 1.89% | 7,942 | 减持 |
| 16 | IAU | ISHARES GOLD TR | $2.7M | 1.81% | 35,557 | 增持 |
| 17 | LLY | ELI LILLY & CO | $2.5M | 1.70% | 2,098 | 增持 |
| 18 | IAK | ISHARES TR | $2.4M | 1.63% | 17,251 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.4M | 1.63% | 12,081 | 增持 |
| 20 | AEP | AMERICAN ELEC PWR CO INC | $2.4M | 1.60% | 17,345 | 增持 |
| 21 | NEE | NEXTERA ENERGY INC | $2.2M | 1.49% | 25,183 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.46% | 6,637 | 增持 |
| 23 | PPA | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.28% | 10,733 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $1.8M | 1.21% | 2,448 | 增持 |
| 25 | KXI | ISHARES TR | $1.8M | 1.20% | 26,415 | 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