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Northside Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Northside Capital Management, LLC
报告期 2026-03-31 · CIK 0001631052
持仓数
193
前50大市值合计
$951.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 130 项
建仓 69
增持 53
减持 3
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$82.2M
398,485
+8%
增持
GLD
SPDR GOLD TR
+$57.7M
190,647
+12059%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$47.6M
1,535,893
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
ET
ENERGY TRANSFER L P
+$34.2M
1,888,076
建仓
VST
VISTRA CORP
+$33.8M
174,547
建仓
MPLX
MPLX LP
+$30.5M
592,056
增持
AMZN
AMAZON COM INC
+$27.8M
136,816
+1055%
增持
GOOGL
ALPHABET INC
+$22.8M
147,826
+603%
增持
MSFT
MICROSOFT CORP
+$21.1M
66,527
+108%
建仓
LNG
CHENIERE ENERGY INC
+$20.4M
83,605
增持
NEE
NEXTERA ENERGY INC
+$19.4M
286,581
+4297%
增持
JPM
JPMORGAN CHASE & CO.
+$16.0M
61,152
+751%
建仓
HR
HEALTHCARE RLTY TR
+$15.7M
990,372
增持
KO
COCA COLA CO
+$14.9M
214,018
+5481%
建仓
C
CITIGROUP INC
+$13.1M
153,329
建仓
BAC
BANK AMERICA CORP
+$12.9M
272,443
增持
MA
MASTERCARD INCORPORATED
+$11.8M
21,566
+4187%
增持
V
VISA INC
+$10.3M
43,047
+203%
建仓
APO
APOLLO GLOBAL MGMT INC
+$9.4M
66,145
建仓
CWEN
CLEARWAY ENERGY INC
+$8.8M
276,484
增持
AAPL
APPLE INC
+$8.7M
104,300
+82%
增持
SPY
SPDR S&P 500 ETF TR
+$8.6M
19,641
+213%
建仓
—
CRH PLC
+$8.6M
93,359
建仓
BDX
BECTON DICKINSON & CO
+$7.9M
46,088
增持
KKR
KKR & CO INC
+$6.0M
47,068
+1871%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$5.9M
79,655
建仓
PCG
PG&E CORP
+$5.9M
423,152
建仓
MDLZ
MONDELEZ INTL INC
+$5.4M
80,670
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$5.3M
78,848
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$5.2M
57,362
建仓
PNC
PNC FINL SVCS GROUP INC
+$5.2M
27,974
建仓
DTE
DTE ENERGY CO
+$5.1M
38,238
建仓
CNP
CENTERPOINT ENERGY INC
+$4.5M
123,415
增持
JNJ
JOHNSON & JOHNSON
+$4.5M
33,408
+831%
增持
MBB
ISHARES TR
+$4.1M
265,731
+20%
增持
BX
BLACKSTONE INC
+$4.1M
29,263
+1234%
建仓
PPL
PPL CORP
+$3.8M
111,138
增持
GOOG
ALPHABET INC
+$3.6M
33,697
+119%
增持
NVS
NOVARTIS AG
+$3.2M
29,290
+789%
建仓
WY
WEYERHAEUSER CO MTN BE
+$3.1M
119,430
增持
MRK
MERCK & CO INC
+$2.7M
36,804
+1390%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$2.6M
78,723
增持
PG
PROCTER AND GAMBLE CO
+$2.5M
29,662
+132%
增持
CSCO
CISCO SYS INC
+$2.5M
44,944
+320%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
41,861
+8%
建仓
NGG
NATIONAL GRID PLC
+$2.3M
31,309
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
5,800
+1015%
建仓
—
UNILEVER PLC
+$1.9M
31,715
建仓
PEP
PEPSICO INC
+$1.9M
14,338
建仓
—
MEDTRONIC PLC
+$1.9M
21,544
建仓
IYW
ISHARES TR
+$1.7M
9,800
增持
UNP
UNION PAC CORP
+$1.7M
9,149
+428%
增持
PFF
ISHARES TR
+$1.5M
479,636
+12%
建仓
—
UBS GROUP AG
+$1.4M
42,761
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
5,419
-8%
增持
DDOG
DATADOG INC
+$1.3M
35,860
+3%
建仓
ORCL
ORACLE CORP
+$1.3M
6,000
建仓
FDX
FEDEX CORP
+$1.3M
5,630
减持
DVY
ISHARES TR
-$1.2M
683,508
-0%
增持
RTX
RTX CORPORATION
+$1.2M
12,919
+141%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
3,553
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
3,618
建仓
SYY
SYSCO CORP
+$1.1M
13,970
增持
LLY
ELI LILLY & CO
+$1.1M
20,053
+14%
建仓
PLD
PROLOGIS INC.
+$979.9K
9,322
建仓
SPGI
S&P GLOBAL INC
+$974.7K
1,849
增持
COST
COSTCO WHSL CORP NEW
+$951.9K
2,944
+42%
建仓
PAGP
PLAINS GP HLDGS L P
+$843.2K
43,398
建仓
WMB
WILLIAMS COS INC
+$824.8K
13,132
建仓
KMI
KINDER MORGAN INC DEL
+$819.5K
27,873
增持
—
EXXON MOBIL CORP
+$802.0K
16,037
+106%
建仓
—
CHUBB LIMITED
+$795.6K
2,746
建仓
GWW
GRAINGER W W INC
+$744.8K
716
建仓
EMR
EMERSON ELEC CO
+$713.3K
5,350
增持
AXP
AMERICAN EXPRESS CO
+$699.7K
3,613
+115%
增持
DIS
DISNEY WALT CO
+$653.3K
9,394
+81%
增持
GE
GE AEROSPACE
+$625.4K
5,947
+31%
增持
WFC
WELLS FARGO CO NEW
+$615.4K
32,349
+18%
增持
AIG
AMERICAN INTL GROUP INC
+$591.0K
9,263
+299%
增持
—
LINDE PLC
+$589.3K
2,057
+155%
建仓
STT
STATE STR CORP
+$587.7K
5,527
增持
DE
DEERE & CO
+$587.7K
1,921
+132%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$556.3K
13,625
建仓
MET
METLIFE INC
+$551.9K
6,863
增持
ABT
ABBOTT LABS
+$532.7K
7,720
+98%
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$530.3K
5,150
建仓
OKE
ONEOK INC NEW
+$525.6K
6,439
建仓
UBER
UBER TECHNOLOGIES INC
+$505.1K
5,414
建仓
GPC
GENUINE PARTS CO
+$464.0K
3,825
增持
COP
CONOCOPHILLIPS
-$452.6K
34,118
+2%
增持
CAT
CATERPILLAR INC
+$423.3K
1,985
+89%
增持
GEV
GE VERNOVA INC
+$395.1K
1,282
+38%
建仓
NRG
NRG ENERGY INC
+$385.4K
2,400
建仓
LDOS
LEIDOS HOLDINGS INC
+$366.0K
2,320
建仓
BA
BOEING CO
+$361.6K
1,726
建仓
SYK
STRYKER CORPORATION
+$356.1K
900
增持
CVX
CHEVRON CORP NEW
+$342.4K
14,476
+40%
建仓
—
SPOTIFY TECHNOLOGY S A
+$331.5K
432
建仓
CVS
CVS HEALTH CORP
+$327.0K
4,740
建仓
GLW
CORNING INC
+$325.2K
6,184
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$310.9K
7
+17%
建仓
HIMU
BLACKROCK ETF TRUST II
+$304.7K
6,266
建仓
MCK
MCKESSON CORP
+$293.1K
400
建仓
TTAN
SERVICETITAN INC
+$283.9K
2,649
建仓
SHEL
SHELL PLC
+$282.3K
4,010
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$276.3K
27,205
+12%
建仓
KMB
KIMBERLY-CLARK CORP
+$268.7K
2,084
建仓
APD
AIR PRODS & CHEMS INC
+$246.0K
872
增持
ITW
ILLINOIS TOOL WKS INC
+$243.6K
2,531
+64%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$232.3K
5,000
增持
MMM
3M CO
+$230.6K
2,930
+100%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$230.2K
3,350
建仓
SCHW
SCHWAB CHARLES CORP
+$228.6K
2,506
建仓
BN
BROOKFIELD CORP
+$216.5K
3,500
增持
WMT
WALMART INC
+$213.9K
8,139
+23%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$209.9K
3,990
建仓
PRU
PRUDENTIAL FINL INC
+$204.1K
1,900
建仓
PFE
PFIZER INC
+$200.8K
8,283
清仓
—
NEOGENOMICS INC
-$148.9K
0
-100%
增持
HD
HOME DEPOT INC
+$103.2K
3,523
+9%
增持
MCD
MCDONALDS CORP
+$88.4K
1,576
+32%
清仓
—
BOOKING HOLDINGS INC
-$75.7K
0
-100%
增持
TSLA
TESLA INC
+$74.0K
1,035
+5%
增持
SBUX
STARBUCKS CORP
+$35.1K
2,955
+23%
减持
EFA
ISHARES TR
+$32.0K
4,603
-1%
清仓
—
SOUTHWEST AIRLS CO
-$27.9K
0
-100%
增持
GIS
GENERAL MLS INC
-$24.4K
8,307
+9%
清仓
—
AKAMAI TECHNOLOGIES INC
-$18.8K
0
-100%
清仓
—
VISHAY INTERTECHNOLOGY INC
-$16.7K
0
-100%
增持
T
AT&T INC
+$7.6K
8,490
+1%
