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NorthRock Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NorthRock Partners, LLC
报告期 2026-03-31 · CIK 0001632097
持仓数
678
前50大市值合计
$4.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 135
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$335.2M
1,037,424
+179%
增持
SPYV
SPDR SER TR
+$189.6M
5,899,173
+185%
增持
SGOV
ISHARES TR
+$179.4M
2,338,451
+328%
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。
增持
AAPL
APPLE INC
+$143.4M
1,012,178
+237%
增持
SPYG
SPDR SER TR
+$121.0M
2,690,188
+195%
增持
MDYV
SPDR SER TR
+$88.4M
1,761,442
+179%
增持
VOO
VANGUARD INDEX FDS
+$76.8M
177,567
+9441%
增持
MDYG
SPDR SER TR
+$65.5M
1,257,018
+194%
增持
SLYV
SPDR SER TR
+$58.1M
1,034,108
+167%
增持
MSFT
MICROSOFT CORP
+$55.0M
195,084
+236%
增持
SLYG
SPDR SER TR
+$49.3M
859,821
+178%
增持
MDLZ
MONDELEZ INTL INC
+$44.2M
881,288
+207%
增持
IWF
ISHARES TR
+$42.1M
215,266
+147%
增持
EFA
ISHARES TR
+$36.8M
709,923
+192%
增持
IWB
ISHARES TR
+$29.2M
119,703
+1176%
增持
AMZN
AMAZON COM INC
+$23.9M
211,267
+226%
增持
TGT
TARGET CORP
+$23.6M
265,772
+106%
增持
PM
PHILIP MORRIS INTL INC
+$22.9M
361,819
+192%
增持
NVDA
NVIDIA CORPORATION
+$22.1M
103,908
+579%
增持
QQQ
INVESCO QQQ TR
+$20.1M
57,568
+487%
增持
GOOGL
ALPHABET INC
+$16.6M
175,823
+190%
增持
EFG
ISHARES TR
+$16.4M
184,875
+974%
增持
EMXC
ISHARES INC
+$16.1M
307,306
+1503%
增持
EFV
ISHARES TR
+$16.0M
313,796
+4322%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$15.2M
823,779
+203%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.8M
56,857
+206%
建仓
KDP
KEURIG DR PEPPER INC
+$13.6M
407,903
增持
VTI
VANGUARD INDEX FDS
+$13.5M
82,441
+187%
增持
TSLA
TESLA INC
+$13.2M
78,813
+211%
增持
KHC
KRAFT HEINZ CO
+$13.2M
577,987
+137%
增持
META
META PLATFORMS INC
+$11.5M
43,999
+227%
增持
ABBV
ABBVIE INC
+$11.5M
96,422
+318%
增持
IWP
ISHARES TR
+$11.1M
162,721
+152%
增持
IVV
ISHARES TR
+$10.0M
23,076
+884%
增持
MO
ALTRIA GROUP INC
+$10.0M
413,559
+149%
增持
ATI
ATI INC
+$9.9M
397,622
+100%
增持
JPM
JPMORGAN CHASE & CO
+$9.6M
84,349
+159%
增持
IWR
ISHARES TR
+$9.3M
123,354
+3276%
增持
SCHX
SCHWAB STRATEGIC TR
+$9.3M
298,463
+100%
建仓
CAH
CARDINAL HEALTH INC
+$8.9M
87,812
增持
GOOG
ALPHABET INC
+$8.4M
77,178
+310%
建仓
SPTI
SPDR SER TR
+$8.2M
285,482
增持
QUAL
ISHARES TR
+$8.1M
57,904
+1547%
增持
COST
COSTCO WHSL CORP NEW
+$8.0M
16,596
+200%
增持
JNJ
JOHNSON & JOHNSON
+$7.9M
76,564
+189%
增持
SDY
SPDR SER TR
+$7.6M
71,247
+531%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.5M
63,359
+196%
增持
LLY
ELI LILLY & CO
+$7.2M
17,067
+230%
增持
MCD
MCDONALDS CORP
+$7.0M
35,951
+161%
建仓
QEFA
SPDR INDEX SHS FDS
+$7.0M
95,258
增持
UNH
UNITEDHEALTH GROUP INC
+$6.9M
19,371
+196%
增持
PG
PROCTER AND GAMBLE CO
+$6.8M
67,398
+218%
增持
V
VISA INC
+$6.5M
36,791
+174%
建仓
USMV
ISHARES TR
+$6.3M
80,310
增持
BA
BOEING CO
+$6.2M
33,293
+162%
增持
IVW
ISHARES TR
+$6.2M
89,398
+1169%
增持
HD
HOME DEPOT INC
+$6.1M
23,042
+267%
建仓
MBB
ISHARES TR
+$6.0M
63,580
增持
PEP
PEPSICO INC
+$6.0M
45,858
+324%
增持
IJR
ISHARES TR
+$5.8M
56,750
+1643%
增持
CVX
CHEVRON CORP NEW
+$5.7M
51,736
+328%
增持
ABT
ABBOTT LABS
+$5.6M
65,124
+315%
增持
TLT
ISHARES TR
+$5.6M
56,759
+630556%
增持
XLK
SELECT SECTOR SPDR TR
+$5.6M
30,414
+1917%
增持
AMP
AMERIPRISE FINL INC
+$5.4M
41,093
+33%
增持
IWD
ISHARES TR
+$5.4M
48,655
+182%
增持
AVGO
BROADCOM INC
+$5.4M
6,517
+188%
增持
CRM
SALESFORCE INC
+$5.1M
26,702
+179%
增持
SYK
STRYKER CORPORATION
+$5.0M
20,706
+379%
增持
—
EXXON MOBIL CORP
+$4.8M
74,967
+230%
建仓
URBN
URBAN OUTFITTERS INC
+$4.7M
131,773
增持
SHY
ISHARES TR
+$4.5M
76,221
+260%
增持
IWM
ISHARES TR
+$4.5M
30,281
+238%
增持
NFLX
NETFLIX INC
+$4.4M
13,208
+166%
增持
MA
MASTERCARD INCORPORATED
+$4.4M
16,240
+152%
增持
ADBE
ADOBE INC
+$4.3M
9,333
+275%
建仓
USFR
WISDOMTREE TR
+$4.2M
84,507
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
34,768
+257%
增持
MRK
MERCK & CO INC
+$4.0M
61,426
+136%
增持
HWKN
HAWKINS INC
+$3.6M
71,186
+194%
增持
AXP
AMERICAN EXPRESS CO
+$3.4M
21,969
+361%
增持
IJH
ISHARES TR
+$3.3M
14,674
+936%
增持
ITW
ILLINOIS TOOL WKS INC
+$3.3M
20,888
+119%
增持
WMT
WALMART INC
+$3.3M
42,458
+256%
增持
VXF
VANGUARD INDEX FDS
+$3.2M
29,130
+168%
增持
IJT
ISHARES TR
+$3.2M
38,072
+159%
增持
BAC
BANK AMERICA CORP
+$3.2M
138,888
+149%
增持
AMGN
AMGEN INC
+$3.1M
14,524
+276%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
15,137
+163%
增持
DIS
DISNEY WALT CO
+$3.1M
47,700
+211%
增持
ORCL
ORACLE CORP
+$3.1M
42,008
+227%
增持
CAT
CATERPILLAR INC
+$2.9M
14,746
+185%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.9M
28,877
+932%
增持
WFC
WELLS FARGO CO NEW
+$2.9M
85,298
+173%
增持
CSCO
CISCO SYS INC
+$2.7M
83,104
+200%
增持
KO
COCA COLA CO
+$2.7M
73,024
+156%
增持
INTC
INTEL CORP
+$2.7M
75,774
+135%
增持
EEM
ISHARES TR
+$2.6M
72,688
+818%
增持
IEFA
ISHARES TR
+$2.6M
42,808
+583%
增持
SPSM
SPDR SER TR
+$2.6M
92,357
+164%
增持
SBUX
STARBUCKS CORP
+$2.6M
41,235
+177%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
20,534
+1081%
建仓
CENTA
CENTRAL GARDEN & PET CO
+$2.5M
55,876
建仓
ANGL
VANECK ETF TRUST
+$2.4M
85,105
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4M
19,864
+246%
建仓
NULG
NUSHARES ETF TR
+$2.3M
33,279
增持
BMO
BANK MONTREAL QUE
+$2.2M
36,933
+121%
增持
NKE
NIKE INC
+$2.2M
23,997
+491%
增持
RTX
RTX CORPORATION
+$2.2M
35,476
+221%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.2M
57,946
+80%
建仓
ABNB
AIRBNB INC
+$2.2M
15,991
增持
UNP
UNION PAC CORP
+$2.1M
12,284
+185%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
83,071
+169%
增持
QCOM
QUALCOMM INC
+$2.1M
18,097
+310%
增持
CMCSA
COMCAST CORP NEW
+$2.1M
71,201
+212%
增持
AMAT
APPLIED MATLS INC
+$2.1M
16,369
+295%
增持
—
ACCENTURE PLC IRELAND
+$2.1M
9,191
+144%
增持
COP
CONOCOPHILLIPS
+$2.0M
24,986
+226%
增持
USB
US BANCORP DEL
+$2.0M
61,433
+188%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
6,292
+129%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.9M
6,285
+130%
增持
HON
HONEYWELL INTL INC
+$1.9M
17,673
+82%
增持
IYY
ISHARES TR
+$1.9M
25,702
+142%
增持
INTU
INTUIT
+$1.9M
3,957
+244%
增持
DHR
DANAHER CORPORATION
+$1.9M
12,198
+185%
增持
VGT
VANGUARD WORLD FDS
+$1.9M
4,877
+323%
建仓
DSI
ISHARES TR
+$1.8M
19,856
增持
DE
DEERE & CO
+$1.8M
6,456
+203%
增持
TSN
TYSON FOODS INC
+$1.8M
52,946
+151%
增持
MS
MORGAN STANLEY
+$1.8M
26,180
+213%
建仓
LQD
ISHARES TR
+$1.8M
15,821
增持
UPS
UNITED PARCEL SERVICE INC
+$1.7M
21,717
+102%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
44,391
+397%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.7M
10,658
+199%
增持
NEE
NEXTERA ENERGY INC
+$1.7M
42,519
+184%
增持
BKNG
BOOKING HOLDINGS INC
+$1.7M
683
+196%
增持
IEI
ISHARES TR
+$1.7M
24,072
+145%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
51,657
+356%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.7M
5,956
+404%
增持
BX
BLACKSTONE INC
+$1.7M
16,801
+234%
增持
GE
GENERAL ELECTRIC CO
+$1.6M
18,461
+185%
建仓
SCHK
SCHWAB STRATEGIC TR
+$1.6M
35,195
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
5,236
+184%
增持
PGR
PROGRESSIVE CORP
+$1.6M
23,147
+55%
增持
PFE
PFIZER INC
+$1.6M
94,018
+183%
增持
CVS
CVS HEALTH CORP
+$1.6M
26,991
+225%
增持
LOW
LOWES COS INC
+$1.5M
11,026
+151%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.5M
31,794
+135%
增持
CTAS
CINTAS CORP
+$1.5M
3,430
+183%
增持
—
LINDE PLC
+$1.5M
5,046
+219%
