NorthLanding Financial Partners, LLC
CIK 1655982 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $144.5M
- 持仓
- 45
- 截至
- 2026年6月30日
按 13F 价值排名第 7515（共 9443） · 前 79.6%
投资组合价值同比（季度）：+16.5% 13F不披露现金
- 前十大持仓权重
- 84.12%
- 前二十五大持仓权重
- 95.52%
- 持仓高于 1%
- 14
- 有效持仓数量
- 7.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.11% 估计买入 $11628154 · 卖出 $145574
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 95.7% 仍持有
- 新仓位
- 4
- 增加
- 28
- 减少
- 6
- 已结清
- 2
本页内容
行业细分
Technology
0.9%
Communication Services
0.3%
Industrials
0.3%
Financials
0.2%
Energy
0.1%
其他/未映射
98.1%
完整投资组合 45 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $38286073 | 26.49% | 51124 | $5676644 | 上涨 ×3 | ||
| IEFA | $25765948 | 17.83% | 266783 | $2368574 | 上涨 ×1 | ||
| VCRB Vanguard Core Bond ETF | $21553828 | 14.91% | 279076 | $261611 | 上涨 ×6 | ||
| VTV | $12858154 | 8.90% | 59001 | $1423878 | 上涨 ×6 | ||
| IEMG | $5599307 | 3.87% | 67592 | $978597 | 上涨 ×1 | ||
| VEA | $4881960 | 3.38% | 68519 | $1292696 | 上涨 ×1 | ||
| VBR | $3473438 | 2.40% | 14295 | $425646 | 上涨 ×1 | ||
| VGT | $3302679 | 2.28% | 27633 | $2367318 | 上涨 ×1 | ||
| IJH | $3208441 | 2.22% | 41609 | $439283 | 上涨 ×1 | ||
| IVE | $2660179 | 1.84% | 11716 | $744413 | 上涨 ×1 | ||
| VUG | $2043371 | 1.41% | 23722 | $313009 | 上涨 ×1 | ||
| FTEC | $1849511 | 1.28% | 6476 | $499062 | 下跌 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $1621696 | 1.12% | 18969 | $172228 | 上涨 ×2 | ||
| BRKA | $1497700 | 1.04% | 2 | $61420 | |||
| IVW | $1433090 | 0.99% | 10420 | $443154 | 上涨 ×2 | ||
| AGG | $1401014 | 0.97% | 14155 | $-47076 | 下跌 ×2 | ||
| EEMS | $1162612 | 0.80% | 15320 | $161037 | 上涨 ×5 | ||
| BRKB | $817867 | 0.57% | 1634 | $250753 | 上涨 ×1 | ||
| VWO | $786390 | 0.54% | 13175 | $74364 | 上涨 ×1 | ||
| IJS | $689730 | 0.48% | 5046 | $220475 | 上涨 ×2 | ||
| VO | $681140 | 0.47% | 8454 | $181546 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $675675 | 0.47% | 9204 | $237728 | 上涨 ×2 | ||
| VNQ | $654054 | 0.45% | 6783 | $33617 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $610705 | 0.42% | 2111 | $82556 | 上涨 ×3 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $554260 | 0.38% | 5936 | 上涨 ×1 | |||
| VEU | $546022 | 0.38% | 6520 | $56395 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $460377 | 0.32% | 1350 | $243945 | |||
| TIP | $451578 | 0.31% | 4127 | $-985 | 上涨 ×1 | ||
| EVSD Eaton Vance Short Duration Income ETF | $448613 | 0.31% | 8821 | $3806 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $425985 | 0.29% | 1192 | $83213 | |||
| PAYX Paychex, Inc. - Common Stock | $400525 | 0.28% | 4073 | $140846 | 上涨 ×4 | ||
| IDEV | $364170 | 0.25% | 4091 | $22494 | 上涨 ×2 | ||
| VDE | $321292 | 0.22% | 2140 | $-46528 | 上涨 ×2 | ||
| VIS | $318861 | 0.22% | 885 | $43196 | 上涨 ×2 | ||
| C Citigroup, Inc. Common Stock | $306929 | 0.21% | 2193 | ||||
| MSFT Microsoft Corporation - Common Stock | $289750 | 0.20% | 777 | $8136 | 上涨 ×1 | ||
| FREL | $268443 | 0.19% | 9162 | $21450 | 下跌 ×2 | ||
| VB | $263261 | 0.18% | 869 | $33538 | 下跌 ×5 | ||
| VGSH Vanguard Short-Term Treasury ETF | $260106 | 0.18% | 4469 | $-77126 | 下跌 ×1 | ||
| GTO | $244048 | 0.17% | 5207 | $2781 | 上涨 ×2 | ||
| EFG | $236454 | 0.16% | 1900 | $24801 | |||
| IVOO | $230004 | 0.16% | 1764 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $228386 | 0.16% | 2763 | $-249 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $210914 | 0.15% | 2187 | $5490 | |||
| XOM Exxon Mobil Corporation Common Stock | $201065 | 0.14% | 1471 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +1K | +$5.7M |
| IEFA | 增持 | +8K | +$2.4M |
| VGT | 增持 | +26K | +$2.4M |
| VTV | 增持 | +722 | +$1.4M |
| VEA | 增持 | +13K | +$1.3M |
| IEMG | 增持 | +1K | +$979K |
| IVE | 增持 | +3K | +$744K |
| FTEC | 削减 | -15 | +$499K |
| IVW | 增持 | +2K | +$443K |
| IJH | 增持 | +603 | +$439K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。