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Northstar Financial Companies, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Northstar Financial Companies, Inc.
报告期 2026-03-31 · CIK 0002059828
持仓数
112
前50大市值合计
$104.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 101 项
建仓 6
增持 35
减持 50
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.7M
23,640
-41%
减持
IWB
ISHARES TR
-$2.5M
36,232
-14%
减持
AMZN
AMAZON COM INC
-$2.0M
8,762
-47%
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
V
VISA INC
-$913.5K
22,455
-19%
减持
PM
PHILIP MORRIS INTL INC
-$718.4K
1,503
-81%
减持
VB
VANGUARD INDEX FDS
-$675.3K
11,357
-15%
减持
COST
COSTCO WHSL CORP NEW
-$634.8K
1,200
-38%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$620.4K
11,650
-6%
减持
MSFT
MICROSOFT CORP
-$560.9K
9,296
-3%
清仓
WMT
WALMART INC
-$466.6K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$433.6K
4,990
减持
GOOGL
ALPHABET INC
-$423.5K
5,465
-18%
增持
JNJ
JOHNSON & JOHNSON
+$412.5K
11,437
+11%
增持
CVX
CHEVRON CORP NEW
+$405.7K
10,540
+12%
减持
SPY
SPDR S&P 500 ETF TR
-$395.3K
614
-51%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$353.9K
67,796
-15%
减持
MA
MASTERCARD INCORPORATED
-$322.8K
1,908
-27%
增持
NVDA
NVIDIA CORPORATION
+$301.5K
7,991
+90%
增持
VZ
VERIZON COMMUNICATIONS INC
+$292.1K
40,129
+5%
增持
BP
BP PLC
+$270.6K
29,391
+20%
清仓
BLK
BLACKROCK INC
-$267.9K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$266.8K
7,801
+17%
清仓
TJX
TJX COS INC NEW
-$247.5K
0
-100%
减持
FELC
FIDELITY COVINGTON TRUST
-$246.3K
10,672
-39%
清仓
ADBE
ADOBE INC
-$240.6K
0
-100%
增持
GOOG
ALPHABET INC
-$238.6K
9,580
+5%
建仓
CI
THE CIGNA GROUP
+$234.4K
712
减持
PG
PROCTER AND GAMBLE CO
-$231.4K
4,091
-26%
清仓
AVGO
BROADCOM INC
-$223.2K
0
-100%
减持
META
META PLATFORMS INC
-$218.3K
1,016
-26%
建仓
AMGN
AMGEN INC
+$214.8K
690
清仓
IOO
ISHARES TR
-$210.9K
0
-100%
建仓
—
MEDTRONIC PLC
+$210.5K
2,343
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$206.8K
3,391
清仓
VFVA
VANGUARD WELLINGTON FD
-$201.5K
0
-100%
减持
ABBV
ABBVIE INC
+$194.2K
6,745
-2%
增持
SO
SOUTHERN CO
+$190.8K
8,209
+20%
增持
DUK
DUKE ENERGY CORP NEW
+$176.4K
7,329
+10%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$174.6K
0
-100%
增持
AFL
AFLAC INC
+$168.7K
9,914
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$160.3K
4,774
+2%
增持
RGLD
ROYAL GOLD INC
+$155.8K
2,447
+32%
减持
RTX
RTX CORPORATION
+$150.8K
9,119
-0%
减持
FDX
FEDEX CORP
-$148.9K
1,001
-28%
增持
OXY
OCCIDENTAL PETE CORP
+$147.3K
12,837
+30%
清仓
GUTS
FRACTYL HEALTH INC
-$140.1K
0
-100%
增持
PEP
PEPSICO INC
+$135.6K
5,525
+21%
增持
UGI
UGI CORP NEW
+$126.2K
16,361
+11%
减持
JPM
JPMORGAN CHASE & CO.
-$124.5K
2,521
-19%
减持
XLV
SELECT SECTOR SPDR TR
-$123.0K
1,478
-40%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$119.0K
10,330
减持
HD
HOME DEPOT INC
-$117.9K
2,237
-7%
减持
NEE
NEXTERA ENERGY INC
-$117.3K
4,754
-25%
增持
XLU
SELECT SECTOR SPDR TR
+$113.4K
5,716
+28%
减持
—
EATON CORP PLC
-$112.6K
1,603
-3%
减持
ABT
ABBOTT LABS
+$105.3K
5,623
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$99.9K
2,498
-36%
增持
LLY
ELI LILLY & CO
+$87.2K
1,116
+3%
增持
T
AT&T INC
+$82.7K
14,602
+1%
增持
SHEL
SHELL PLC
+$82.4K
7,712
+0%
减持
XLY
SELECT SECTOR SPDR TR
-$81.8K
1,482
-11%
清仓
SAN
BANCO SANTANDER S.A.
-$70.5K
0
-100%
减持
CAT
CATERPILLAR INC
-$66.5K
1,239
-5%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$64.8K
35,787
-20%
减持
OUNZ
VANECK MERK GOLD ETF
+$61.5K
16,171
-4%
增持
OKE
ONEOK INC NEW
+$57.6K
6,606
+11%
减持
SGOL
ETFS GOLD TR
+$55.8K
12,859
-2%
增持
ORCL
ORACLE CORP
-$54.9K
2,067
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$53.0K
2,724
-12%
增持
BDX
BECTON DICKINSON & CO
+$51.1K
1,599
+15%
减持
MO
ALTRIA GROUP INC
+$49.9K
11,472
-6%
减持
PFE
PFIZER INC
-$45.4K
31,910
-1%
减持
KO
COCA COLA CO
+$44.2K
5,224
-1%
增持
—
ASTRAZENECA PLC
+$41.4K
4,331
+2%
减持
IWM
ISHARES TR
-$39.6K
1,596
-1%
增持
VTI
VANGUARD INDEX FDS
-$38.4K
3,270
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$35.6K
8,657
-8%
减持
CARR
CARRIER GLOBAL CORPORATION
-$29.3K
5,060
-1%
增持
URI
UNITED RENTALS INC
-$28.2K
368
+0%
减持
—
EXXON MOBIL CORP
-$25.0K
9,733
-11%
减持
UNP
UNION PAC CORP
-$24.4K
1,781
-9%
减持
SBUX
STARBUCKS CORP
+$19.8K
3,785
-2%
减持
CSCO
CISCO SYS INC
+$16.1K
11,580
-2%
增持
SEIC
SEI INVTS CO
-$15.9K
3,663
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$15.9K
20,069
-5%
减持
MSTR
MICROSTRATEGY INC
-$15.4K
700
-7%
减持
—
CHUBB LIMITED
+$14.1K
1,001
-4%
减持
TLT
ISHARES TR
+$14.1K
5,930
-1%
减持
MMT
MFS MULTIMARKET INCOME TR
-$12.8K
54,226
-4%
增持
GS
GOLDMAN SACHS GROUP INC
-$9.7K
536
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$9.1K
2,009
+3%
增持
DHR
DANAHER CORPORATION
-$8.9K
1,071
+8%
增持
F
FORD MTR CO
+$7.6K
16,082
+4%
增持
AGG
ISHARES TR
+$6.5K
2,655
+0%
增持
PH
PARKER-HANNIFIN CORP
-$6.0K
386
+2%
增持
QQQ
INVESCO QQQ TR
-$5.0K
636
+7%
减持
COP
CONOCOPHILLIPS
+$5.0K
2,165
-3%
减持
XLP
SELECT SECTOR SPDR TR
+$3.1K
4,884
-3%
增持
QCOM
QUALCOMM INC
+$2.8K
6,057
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.4K
3,426
-3%
增持
VOO
VANGUARD INDEX FDS
-$2.3K
483
+4%
