13FBOX
NORTHEAST PLANNING ASSOCIATES, INC. / NH / · 13F 持仓分析
期权收益计算器 机构排行

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

No.8534 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.33亿
环比变动 Q1 2026
-$1,542.7万-10.4%
持仓股票数
65
新买入
13
加仓
13
减仓
20
清仓
3
持股不变
19
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares白银信托SLV
15.91%20.62%$2,124.1万43.8万股$3,070.9万45.1万股-1.3万股-2.78%减仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
9.16%9.02%$1,222.2万26.4万股$1,343.4万26.6万股-1,351股-0.51%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
8.33%13.63%$1,112.0万26.2万股$2,028.9万43.2万股-17.0万股-39.34%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
7.86%7.73%$1,049.4万22.6万股$1,151.6万22.8万股-1,045股-0.46%减仓
VVanEck ETF信托GDX
5.6%6.78%$748.0万10.8万股$1,010.0万11.0万股-2,123股-1.93%减仓
CENTRAL SECSCET
2.95%5.65%$394.1万8.4万股$841.6万16.7万股-8.3万股-49.68%减仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
2.88%2.22%$385.1万8.9万股$330.2万8.4万股+5,586股+6.68%加仓
DDBX ETF信托DBEF
2.77%2.43%$369.3万7.2万股$362.4万7.3万股-988股-1.35%减仓
B贝莱德·ETF TRUST IIBINC
2.53%$337.1万6.9万股$00股+6.9万股新买入
GGLOBAL X SILVER MINERS ETFSIL
2.26%2.34%$302.0万4.3万股$348.3万3.9万股+4,570股+11.82%加仓
VVICTORYSHARES EMERGING MARKETS VALUE MOMENTUM ETFUEVM
2.23%1.99%$298.2万5.5万股$296.2万5.2万股+3,364股+6.50%加仓
GGlobal X·COPPER MINERS ETFCOPX
2.22%2.17%$296.9万4.2万股$322.5万4.2万股-84股-0.20%减仓
F第一信托交易所交易基金SDVY
2.07%1.7%$275.7万6.9万股$253.3万6.4万股+4,395股+6.84%加仓
G通用动力VTI
2.03%1.58%$271.1万7,325股$235.0万7,325股00.00%持仓不变
IiShares安硕·RUSSELLIWF
2.02%1.69%$269.7万2.3万股$252.4万5,919股+1.7万股+291.45%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
1.85%2.3%$246.5万5.3万股$341.9万6.9万股-1.6万股-22.73%减仓
F第一信托交易所交易基金RDVY
1.64%1.42%$218.9万2.9万股$211.8万3.1万股-2,086股-6.72%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.63%1.21%$217.0万1.6万股$180.8万1.4万股+1,749股+12.40%加仓
S嘉信·USSCHP
1.61%$215.4万8.7万股$00股+8.7万股新买入
GGlobal X基金AUSF
1.58%1.4%$210.4万4.6万股$208.3万4.3万股+3,111股+7.22%加仓
V先锋领航·TOTALBND
1.52%$203.1万3.0万股$00股+3.0万股新买入
J摩根大通交易所交易基金JPIE
1.49%$198.4万4.6万股$00股+4.6万股新买入
FIRST INDL RLTY TRFR
1.47%0.18%$195.7万3.5万股$26.2万4,699股+3.0万股+648.31%加仓
F第一信托交易所交易基金VIQJUN
1.47%$195.6万6.2万股$00股+6.2万股新买入
IiShares安硕信托AGG
1.06%$141.7万1.5万股$00股+1.5万股新买入
AAvantis·U SAVUV
1%$134.0万1.2万股$00股+1.2万股新买入
IiShares安硕信托IWY
0.86%1.44%$114.6万4,199股$214.6万8,626股-4,427股-51.32%减仓
IiShares安硕信托LQD
0.84%$112.3万1.1万股$00股+1.1万股新买入
IiShares安硕信托IWV
0.68%0.55%$91.3万2,210股$81.9万2,210股00.00%持仓不变
V先锋领航指数基金VOO
0.62%0.45%$82.7万1,159股$66.5万1,153股+6股+0.52%加仓
DDimensional维度ETF信托DFAC
0.59%0.47%$79.3万1.8万股$70.5万1.8万股00.00%持仓不变
苹果AAPL
0.55%0.47%$72.9万2,905股$70.6万2,780股+125股+4.50%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.51%0.35%$68.5万2.5万股$51.9万1.7万股+7,992股+47.74%加仓
SSPDR标普500 ETFSPY
0.48%0.41%$64.1万859股$61.2万941股-82股-8.71%减仓
SSPDR道富系列信托SPYG
0.45%0.36%$59.9万5,372股$53.7万5,487股-115股-2.10%减仓
V先锋领航国际股票指数基金VEU
0.42%0.34%$56.0万6,685股$50.2万6,685股00.00%持仓不变
DDimensional维度·USDFUV
0.39%0.31%$52.5万9,551股$46.3万9,551股00.00%持仓不变
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.36%0.29%$48.4万5,901股$43.3万6,101股-200股-3.28%减仓
应用材料AMAT
0.31%$41.6万575股$00股+575股新买入
甲骨文ORCL
0.3%0.27%$40.4万2,756股$40.5万2,756股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.3%0.24%$40.1万570股$35.2万570股00.00%持仓不变
FFIRST TR EXCHANGE TRADED FD VIII FT VEST NASDAQ 100 MODERATE BUFF ETFQMNV
0.3%1.79%$39.9万1.8万股$266.3万11.7万股-9.9万股-84.75%减仓
F第一信托交易所交易基金VIFNOV
0.3%1.79%$39.4万7,658股$266.7万5.0万股-4.2万股-84.67%减仓
V先锋领航STAR基金VXUS
0.29%0.23%$38.4万4,491股$34.6万4,491股00.00%持仓不变
VVICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETFCDL
0.26%0.28%$35.0万5,685股$42.4万5,685股00.00%持仓不变
J摩根大通交易所交易基金JEPI
0.25%$32.9万6,325股$00股+6,325股新买入
埃克森美孚XOM
0.24%0.26%$31.8万2,323股$39.4万2,323股00.00%持仓不变
SSPDR行业精选信托XLU
0.23%0.22%$31.4万6,916股$32.8万7,154股-238股-3.33%减仓
RRBB FDTBIL
0.23%0.3%$31.0万8,400股$43.9万8,812股-412股-4.68%减仓
Arista网络ANET
0.23%0.15%$30.4万1,792股$22.0万1,792股00.00%持仓不变

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