小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
1 NORTH WEALTH SERVICES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
1 NORTH WEALTH SERVICES LLC
报告期 2026-03-31 · CIK 0001641761
持仓数
270
前50大市值合计
$270.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 96
增持 8
减持 45
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
JAAA
JANUS DETROIT STR TR
+$14.7M
289,062
建仓
PULS
PGIM ETF TR
+$12.1M
242,536
减持
MINT
PIMCO ETF TR
-$11.3M
1,006
-99%
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。
减持
TLH
ISHARES TR
-$7.9M
320
-100%
减持
IYC
ISHARES TR
-$6.4M
935
-99%
减持
EMXC
ISHARES INC
-$4.2M
106,032
-42%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$4.2M
212,905
-21%
建仓
XLU
SELECT SECTOR SPDR TR
+$3.3M
41,236
减持
QQQ
INVESCO QQQ TR
-$2.7M
10,937
-29%
清仓
IYT
ISHARES TR
-$2.6M
0
-100%
减持
IAI
ISHARES TR
-$2.6M
19,588
-47%
减持
IHI
ISHARES TR
-$2.3M
574
-99%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$2.2M
10,560
-96%
建仓
VTI
VANGUARD INDEX FDS
+$1.5M
5,577
减持
GCOW
PACER FDS TR
-$1.5M
175,920
-25%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.4M
148,139
+22%
减持
CALF
PACER FDS TR
-$1.3M
86,394
-17%
减持
GLD
SPDR GOLD TR
+$1.2M
37,049
-5%
减持
AAPL
APPLE INC
-$1.2M
32,636
-3%
减持
AVGO
BROADCOM INC
-$1.1M
13,304
-8%
增持
EMB
ISHARES TR
+$1.1M
129,179
+8%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
1,755
-94%
减持
TOTL
SSGA ACTIVE ETF TR
-$958.9K
324,365
-9%
减持
SOXX
ISHARES TR
-$912.9K
14,160
-15%
减持
IVV
ISHARES TR
-$708.2K
10,177
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$584.8K
258,319
+5%
增持
IJH
ISHARES TR
+$578.6K
173,875
+13%
减持
PTLC
PACER FDS TR
-$556.5K
116,552
-5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$524.0K
17,602
-5%
减持
BOTZ
GLOBAL X FDS
-$523.7K
99,751
-5%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$482.3K
70,512
-10%
减持
ORCL
ORACLE CORP
-$405.4K
13,217
-2%
减持
HDV
ISHARES TR
-$400.9K
4,235
-48%
减持
CAT
CATERPILLAR INC
-$385.3K
4,453
-13%
减持
AMLP
ALPS ETF TR
-$358.7K
80,950
-15%
减持
IHAK
ISHARES TR
-$305.9K
42,103
-10%
建仓
VXUS
VANGUARD STAR FDS
+$300.4K
4,838
减持
BLK
BLACKROCK INC
-$253.0K
1,979
-5%
增持
TSLA
TESLA INC
-$247.8K
1,763
+1%
减持
JNJ
JOHNSON & JOHNSON
-$234.6K
980
-64%
建仓
JPM
JPMORGAN CHASE & CO.
+$196.2K
800
建仓
VOE
VANGUARD INDEX FDS
+$173.5K
1,081
建仓
NFLX
NETFLIX INC
+$155.7K
167
建仓
VB
VANGUARD INDEX FDS
+$151.5K
683
减持
AMZN
AMAZON COM INC
-$149.8K
4,466
-2%
减持
GIS
GENERAL MLS INC
-$148.6K
19,785
-5%
减持
IUSG
ISHARES TR
-$146.5K
650
-60%
增持
FLOT
ISHARES TR
+$143.3K
27,659
+11%
建仓
MO
ALTRIA GROUP INC
+$143.0K
2,382
减持
CGW
INVESCO EXCH TRADED FD TR II
-$140.6K
30,523
-10%
建仓
FITB
FIFTH THIRD BANCORP
+$139.0K
3,546
建仓
HD
HOME DEPOT INC
+$130.8K
357
减持
GOOG
ALPHABET INC
-$126.3K
3,413
-1%
减持
IUSV
ISHARES TR
-$118.6K
900
-59%
建仓
COWZ
PACER FDS TR
+$118.2K
2,158
减持
EQIX
EQUINIX INC
-$116.1K
792
-2%
建仓
KO
COCA COLA CO
+$113.9K
1,590
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$112.3K
1,851
增持
SPY
SPDR S&P 500 ETF TR
-$112.0K
5,977
+1%
建仓
—
LINDE PLC
+$108.5K
233
建仓
WMT
WALMART INC
+$100.3K
1,143
减持
NVDA
NVIDIA CORPORATION
-$99.0K
2,935
-6%
减持
GOOGL
ALPHABET INC
-$95.7K
2,270
-4%
建仓
BAC
BANK AMERICA CORP
+$87.2K
2,089
建仓
IXN
ISHARES TR
+$80.0K
1,056
建仓
FNDF
SCHWAB STRATEGIC TR
+$70.7K
1,955
减持
LLY
ELI LILLY & CO
+$69.1K
3,874
-4%
建仓
AOK
ISHARES TR
+$68.9K
1,830
建仓
AOM
ISHARES TR
+$67.5K
1,538
增持
IEI
ISHARES TR
+$66.5K
17,427
+1%
减持
MRK
MERCK & CO INC
-$65.5K
1,624
-24%
建仓
SHOP
SHOPIFY INC
+$64.0K
670
建仓
MKC
MCCORMICK & CO INC
+$61.7K
750
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$61.2K
115
建仓
PSX
PHILLIPS 66
+$58.5K
474
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$52.3K
98
建仓
ALL
ALLSTATE CORP
+$51.4K
248
建仓
DKNG
DRAFTKINGS INC NEW
+$49.4K
1,488
建仓
ABT
ABBOTT LABS
+$46.6K
351
减持
TRV
TRAVELERS COMPANIES INC
+$46.1K
3,703
-4%
建仓
CVX
CHEVRON CORP NEW
+$45.0K
269
建仓
MA
MASTERCARD INCORPORATED
+$43.9K
80
建仓
AMGN
AMGEN INC
+$42.4K
136
减持
MSFT
MICROSOFT CORP
-$40.9K
658
-4%
建仓
PKG
PACKAGING CORP AMER
+$39.6K
200
建仓
V
VISA INC
+$38.3K
109
建仓
AXP
AMERICAN EXPRESS CO
+$37.1K
138
建仓
LRCX
LAM RESEARCH CORP
+$36.4K
500
建仓
PM
PHILIP MORRIS INTL INC
+$34.9K
220
建仓
IWM
ISHARES TR
+$33.9K
170
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$31.8K
95
建仓
CW
CURTISS WRIGHT CORP
+$31.7K
100
建仓
ITA
ISHARES TR
+$31.5K
206
建仓
DLR
DIGITAL RLTY TR INC
+$30.9K
216
建仓
ORI
OLD REP INTL CORP
+$29.0K
740
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$29.0K
140
建仓
VZ
VERIZON COMMUNICATIONS INC
+$28.6K
631
建仓
NEE
NEXTERA ENERGY INC
+$25.8K
364
减持
EMR
EMERSON ELEC CO
-$24.6K
1,711
-0%
建仓
VTS
VITESSE ENERGY INC
+$24.2K
985
建仓
GNTX
GENTEX CORP
+$23.3K
1,000
建仓
IWB
ISHARES TR
+$23.0K
75
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$22.9K
75
建仓
SBUX
STARBUCKS CORP
+$22.4K
228
建仓
DUK
DUKE ENERGY CORP NEW
+$22.3K
183
建仓
FISV
FISERV INC
+$22.1K
100
建仓
RPM
RPM INTL INC
+$20.2K
175
建仓
DDOG
DATADOG INC
+$19.8K
200
建仓
AOA
ISHARES TR
+$19.8K
259
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$19.8K
246
建仓
SYNA
SYNAPTICS INC
+$19.1K
300
建仓
GE
GE AEROSPACE
+$18.2K
91
建仓
QRVO
QORVO INC
+$18.1K
250
建仓
—
FERRARI N V
+$17.1K
40
建仓
R
RYDER SYS INC
+$17.0K
118
建仓
TTD
THE TRADE DESK INC
+$17.0K
310
建仓
PEP
PEPSICO INC
+$16.9K
113
减持
MCD
MCDONALDS CORP
+$16.5K
942
-2%
建仓
GLW
CORNING INC
+$16.5K
360
建仓
KMB
KIMBERLY-CLARK CORP
+$16.4K
115
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$15.9K
32
建仓
—
ASTRAZENECA PLC
+$15.8K
215
建仓
BX
BLACKSTONE INC
+$15.5K
111
建仓
SYK
STRYKER CORPORATION
+$14.9K
40
建仓
EA
ELECTRONIC ARTS INC
+$14.5K
100
建仓
TD
TORONTO DOMINION BK ONT
+$14.4K
240
建仓
EUSB
ISHARES TR
+$13.4K
310
建仓
XVV
ISHARES TR
+$13.3K
310
建仓
USSG
DBX ETF TR
+$13.1K
260
减持
META
META PLATFORMS INC
-$13.0K
460
-3%
建仓
HAL
HALLIBURTON CO
+$12.7K
500
建仓
SUSC
ISHARES TR
+$12.6K
545
建仓
BBH
VANECK ETF TRUST
+$12.3K
78
建仓
MSI
MOTOROLA SOLUTIONS INC
+$12.3K
28
建仓
FDUS
FIDUS INVT CORP
+$12.2K
600
建仓
PIO
INVESCO EXCH TRADED FD TR II
+$12.2K
304
建仓
—
EATON CORP PLC
+$11.7K
43
建仓
ED
CONSOLIDATED EDISON INC
+$11.1K
100
建仓
CACI
CACI INTL INC
+$11.0K
30
建仓
MLI
MUELLER INDS INC
+$10.7K
140
建仓
COP
CONOCOPHILLIPS
+$10.5K
100
建仓
UNH
UNITEDHEALTH GROUP INC
+$10.5K
20
建仓
BAX
BAXTER INTL INC
+$10.4K
305
建仓
NVO
NOVO-NORDISK A S
+$10.4K
150
建仓
GRNB
VANECK ETF TRUST
+$10.3K
430
建仓
XJH
ISHARES TR
+$9.6K
245
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$9.5K
156
建仓
SNOW
SNOWFLAKE INC
+$9.5K
65
建仓
TJX
TJX COS INC NEW
+$9.3K
76
建仓
ZTS
ZOETIS INC
+$9.2K
56
