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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 126 项
建仓 14
增持 40
减持 49
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
IYC
ISHARES TR
-$4.3M
5
-100%
减持
AAPL
APPLE INC
-$1.4M
28,726
-11%
减持
AVGO
BROADCOM INC
-$1.1M
10,263
-17%
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
LLY
ELI LILLY & CO
-$1.1M
3,403
-14%
减持
GCOW
PACER FDS TR
+$961.6K
224,244
-2%
增持
PULS
PGIM ETF TR
+$921.4K
279,119
+7%
减持
GLD
SPDR GOLD TR
+$915.4K
28,910
-1%
增持
IGF
ISHARES TR
+$707.3K
108,177
+1%
减持
ORCL
ORACLE CORP
-$653.9K
11,131
-5%
增持
AMLP
ALPS ETF TR
+$585.0K
86,028
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$511.5K
186,197
-2%
增持
QQQ
INVESCO QQQ TR
-$428.8K
12,641
+1%
减持
TSLA
TESLA INC
-$375.8K
898
-43%
增持
XLU
SELECT SECTOR SPDR TR
+$354.0K
93,387
+1%
减持
CAT
CATERPILLAR INC
-$344.3K
3,050
-30%
减持
EMXC
ISHARES INC
+$342.9K
112,177
-4%
减持
BOTZ
GLOBAL X FDS
-$320.8K
98,770
-1%
减持
IAI
ISHARES TR
-$316.3K
18,544
-1%
减持
BLK
BLACKROCK INC
-$305.2K
1,972
-4%
增持
EMB
ISHARES TR
-$304.3K
135,357
+0%
减持
SOXX
ISHARES TR
+$290.8K
13,842
-2%
增持
IVV
ISHARES TR
-$268.4K
9,494
+1%
增持
DIA
STATE STR SPDR DOW JONES IND
-$248.5K
16,758
+1%
减持
DHS
WISDOMTREE TR
+$235.9K
62,781
-3%
增持
EQIX
EQUINIX INC
+$219.1K
934
+3%
减持
—
EXXON MOBIL CORP
+$209.4K
4,551
-3%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$207.1K
76,032
-5%
增持
IHAK
ISHARES TR
-$166.4K
44,178
+1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$132.0K
5,175
+1%
减持
IEI
ISHARES TR
-$115.5K
43,618
-2%
增持
TOTL
SSGA ACTIVE ETF TR
-$110.6K
353,704
+1%
增持
JAAA
JANUS DETROIT STR TR
+$101.9K
310,427
+1%
增持
PICB
INVESCO EXCH TRADED FD TR II
-$92.8K
131,187
+0%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$92.2K
31,991
+3%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$91.8K
153,337
-1%
减持
GOOGL
ALPHABET INC
-$87.4K
2,145
-5%
减持
VTI
VANGUARD INDEX FDS
-$69.7K
4,808
-0%
增持
HDV
ISHARES TR
+$64.5K
3,940
+2%
减持
IUSG
ISHARES TR
-$51.0K
375
-42%
减持
NVDA
NVIDIA CORPORATION
-$50.8K
2,890
-3%
增持
FLOT
ISHARES TR
+$49.2K
28,586
+3%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$48.9K
121
-45%
减持
TRV
TRAVELERS COMPANIES INC
-$48.6K
3,464
-5%
减持
IUSV
ISHARES TR
-$46.3K
450
-50%
增持
MSFT
MICROSOFT CORP
-$41.4K
663
+12%
增持
BINC
BLACKROCK ETF TRUST II
-$37.6K
237,669
+1%
减持
VOO
VANGUARD INDEX FDS
-$37.5K
101
-35%
减持
RKLB
ROCKET LAB CORP
-$33.3K
755
-36%
清仓
SU
SUNCOR ENERGY INC NEW
-$32.4K
0
-100%
减持
BX
BLACKSTONE INC
-$29.9K
36
-84%
减持
IJH
ISHARES TR
-$29.2K
150,627
-3%
建仓
IVLU
ISHARES TR
+$28.1K
707
减持
RTX
RTX CORPORATION
-$24.8K
30
-82%
减持
COST
COSTCO WHOLESALE CORPORATION
+$22.2K
294
-6%
减持
MRK
MERCK & CO INC
+$21.2K
1,597
-2%
建仓
—
ASTRAZENECA PLC
+$21.1K
107
减持
JNJ
JOHNSON & JOHNSON
-$21.0K
681
-25%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$20.3K
287,459
+1%
减持
MINT
PIMCO ETF TR
-$20.1K
18
-92%
清仓
—
ASTRAZENECA PLC
-$19.8K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$19.4K
90
减持
PTLC
PACER FDS TR
-$18.3K
2,205
-9%
建仓
DTCR
GLOBAL X FDS
+$18.0K
750
增持
META
META PLATFORMS INC
-$17.6K
485
+9%
减持
EMR
EMERSON ELEC CO
-$16.9K
1,331
-8%
清仓
OKE
ONEOK INC NEW
-$15.7K
0
-100%
减持
HD
HOME DEPOT INC
-$15.3K
327
-8%
减持
MA
MASTERCARD INCORPORATED
-$15.0K
50
-29%
减持
DIS
DISNEY WALT CO
-$14.9K
40
-76%
建仓
SCHM
SCHWAB STRATEGIC TR
+$14.7K
475
增持
COWZ
PACER FDS TR
+$13.6K
3,393
+3%
增持
VOE
VANGUARD INDEX FDS
+$13.4K
1,430
+1%
建仓
VKTX
VIKING THERAPEUTICS INC
+$13.0K
400
增持
VB
VANGUARD INDEX FDS
+$12.9K
582
+8%
建仓
SVAL
ISHARES TR
+$12.6K
350
减持
ABT
ABBOTT LABORATORIES
-$11.6K
315
-10%
增持
AOM
ISHARES TR
+$11.4K
1,596
+19%
清仓
CNR
CORE NATURAL RESOURCES INC
-$10.6K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$10.5K
1,671
+1%
增持
FNDF
SCHWAB STRATEGIC TR
+$10.1K
2,415
+1%
增持
GEV
GE VERNOVA INC
+$10.1K
28
+27%
减持
V
VISA INC
-$9.8K
94
-14%
减持
IHI
ISHARES TR
-$7.6K
483
-10%
清仓
IWN
ISHARES TR
-$7.2K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$7.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$6.8K
0
-100%
清仓
FISV
FISERV INC
-$6.7K
0
-100%
增持
IWM
ISHARES TR
+$6.6K
230
+12%
增持
QTUM
ETF SER SOLUTIONS
+$6.4K
35,205
+2%
增持
DLR
DIGITAL RLTY TR INC
+$6.1K
222
+1%
清仓
NOV
NOV INC
-$5.4K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$5.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.1K
168
+12%
增持
MPLX
MPLX LP
+$5.0K
1,060
+2%
增持
GE
GE AEROSPACE
+$4.9K
116
+27%
增持
BBEU
J P MORGAN EXCHANGE TRADED F
-$4.8K
117,732
+1%
减持
CALF
PACER FDS TR
-$4.6K
0
-100%
建仓
ABBV
ABBVIE INC
+$4.6K
21
清仓
VFC
V F CORP
-$4.4K
0
-100%
建仓
ARKX
ARK ETF TR
+$4.2K
142
清仓
HWC
HANCOCK WHITNEY CORPORATION
-$4.1K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$3.4K
17
-43%
清仓
PJP
INVESCO EXCHANGE TRADED FD T
-$3.2K
0
-100%
建仓
SHLD
GLOBAL X FDS
+$3.2K
45
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$3.1K
0
-100%
增持
ITA
ISHARES TR
+$3.0K
216
+5%
增持
AXP
AMERICAN EXPRESS CO
+$2.8K
178
+29%
减持
CVX
CHEVRON CORPORATION
+$2.8K
333
-23%
建仓
YETI
YETI HLDGS INC
+$2.7K
75
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$2.7K
38
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$2.5K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$2.4K
0
-100%
建仓
AVAV
AEROVIRONMENT INC
+$2.2K
12
清仓
PAYC
PAYCOM SOFTWARE INC
-$2.1K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.8K
0
-100%
清仓
KTB
KONTOOR BRANDS INC
-$1.6K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$1.6K
105
-5%
清仓
TRIP
TRIPADVISOR INC
-$1.4K
0
-100%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$1.4K
37
清仓
DAR
DARLING INGREDIENTS INC
-$1.3K
0
-100%
增持
NKE
NIKE INC
-$1.0K
95
+1%
清仓
DELL
DELL TECHNOLOGIES INC
-$629
0
-100%
增持
DLB
DOLBY LABORATORIES INC
-$440
116
+1%
减持
XLP
SELECT SECTOR SPDR TR
+$385
180
-3%
清仓
GTN
GRAY MEDIA INC
-$290
0
-100%
增持
AOA
ISHARES TR
-$104
264
+1%
