Northstar Wealth Partners LLC 13F 持仓 · 最近申报 2020年Q3
Northstar Wealth Partners 在 2020年Q3(报告期截至 2020-09-30)的 SEC 13F 申报中报告了 142 只证券,申报市值合计 2.15 亿美元。前几大持仓:AAPL(3.54%)、SPY(3.41%)、PG(3.18%)。本季前 25 大持仓中:增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $7.6M | 3.54% | 65,663 | 增持 |
| 2 | SPY | SPDR S&P | $7.3M | 3.41% | 21,849 | 增持 |
| 3 | PG | PROCTER & GAMBLE | $6.8M | 3.18% | 49,137 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $6.7M | 3.14% | 32,014 | 减持 |
| 5 | PFE | PFIZER INC | $5.8M | 2.72% | 158,769 | 减持 |
| 6 | ODFL | OLD DOMINION | $5.5M | 2.57% | 30,440 | 持平 |
| 7 | INTC | INTEL CORP | $5.4M | 2.52% | 104,342 | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $5.3M | 2.46% | 35,429 | 减持 |
| 9 | AMZN | AMAZON COM | $5.1M | 2.36% | 1,608 | 减持 |
| 10 | CSCO | CISCO SYSTEMS | $4.8M | 2.23% | 121,373 | 减持 |
| 11 | GLD | SPDR GOLD | $4.8M | 2.22% | 26,883 | 增持 |
| 12 | MRK | MERCK & COMPANY | $4.7M | 2.21% | 57,058 | 减持 |
| 13 | VUG | VANGUARD GROWTH | $4.7M | 2.21% | 20,817 | 减持 |
| 14 | KMB | KIMBERLY CLARK | $3.9M | 1.80% | 26,217 | 减持 |
| 15 | VIG | VANGUARD DIVIDEND | $3.7M | 1.71% | 28,570 | 增持 |
| 16 | SO | SOUTHERN COMPANY | $3.5M | 1.62% | 64,092 | 减持 |
| 17 | QCOM | QUALCOMM INC | $3.3M | 1.55% | 28,248 | 减持 |
| 18 | MMM | 3M COMPANY | $3.3M | 1.52% | 20,373 | 增持 |
| 19 | MCD | MCDONALDS CORP | $3.2M | 1.49% | 14,566 | 减持 |
| 20 | T | AT&T INC | $3.1M | 1.47% | 110,477 | 减持 |
| 21 | NSC | NORFOLK SOUTHERN | $3.1M | 1.44% | 14,476 | 减持 |
| 22 | PEP | PEPSICO INC | $3.0M | 1.38% | 21,405 | 增持 |
| 23 | CAT | CATERPILLAR INC | $2.9M | 1.34% | 19,231 | 减持 |
| 24 | HD | HOME DEPOT | $2.8M | 1.31% | 10,098 | 减持 |
| 25 | GIS | GENERAL MILLS | $2.7M | 1.25% | 43,340 | 增持 |
来源:SEC 13F 申报文件 · 截至 2020-09-30
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