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Northwest Financial Advisors · 13F 持仓分析
期权收益计算器 机构排行

Northwest Financial Advisors

No.9539 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5,075.8万
环比变动 Q1 2026
-$106.1万-2.0%
持仓股票数
66
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
66
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
I景顺·TOTAL RETURN BOND ETFGTO
7.15%7%$362.7万7.7万股$362.7万7.7万股00.00%持仓不变
I景顺·S&PSPHQ
6.82%6.68%$346.3万4.6万股$346.3万4.6万股00.00%持仓不变
V先锋领航指数基金VOO
5.91%5.79%$300.0万5,197股$300.0万5,197股00.00%持仓不变
J骏利Detroit策略信托JMBS
5.07%4.96%$257.2万5.7万股$257.2万5.7万股00.00%持仓不变
CCAPITAL GBL GROWTH EQTCGGR
4.23%4.15%$214.8万6.4万股$214.8万6.4万股00.00%持仓不变
C资本集团股息价值CCBG
4.2%4.11%$213.1万5.0万股$213.1万5.0万股00.00%持仓不变
C资本集团固定收益ETF信托CGMU
4.18%4.09%$212.2万7.8万股$212.2万7.8万股00.00%持仓不变
AAMPLIFY ETF TRDIVO
3.89%3.81%$197.7万4.4万股$197.7万4.4万股00.00%持仓不变
布鲁克菲尔德BN
3.74%3.66%$189.9万4.7万股$189.9万4.7万股00.00%持仓不变
AAMPLIFY ETF TRIDVO
2.93%2.87%$148.9万3.7万股$148.9万3.7万股00.00%持仓不变
C资本集团成长ETFCGGR
2.53%2.48%$128.4万3.2万股$128.4万3.2万股00.00%持仓不变
JJOHN HANCOCK EXCHANGE TRADEDJHMD
2.51%2.46%$127.2万3.0万股$127.2万3.0万股00.00%持仓不变
IiShares安硕信托IVV
2.47%2.42%$125.2万1,916股$125.2万1,916股00.00%持仓不变
CCAPITAL CORE BALANCEDCGBL
1.79%1.75%$90.9万2.6万股$90.9万2.6万股00.00%持仓不变
PProShares信托NOBL
1.75%3.24%$88.6万1.6万股$167.8万1.6万股00.00%持仓不变
IiShares安硕信托USMV
1.71%1.68%$86.9万9,371股$86.9万9,371股00.00%持仓不变
PProShares信托REGL
1.46%1.43%$74.2万8,588股$74.2万8,588股00.00%持仓不变
SSPDR黄金信托GLD
1.36%1.33%$68.9万1,602股$68.9万1,602股00.00%持仓不变
PPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFSMDV
1.31%1.28%$66.4万9,656股$66.4万9,656股00.00%持仓不变
PPimco Active Bond ETFBOND
1.27%1.25%$64.7万7,007股$64.7万7,007股00.00%持仓不变
I景顺·NASDAQ 100 ETFQQQM
1.22%1.19%$61.8万2,601股$61.8万2,601股00.00%持仓不变
V先锋领航全球基金VPU
1.21%1.19%$61.5万3,106股$61.5万3,106股00.00%持仓不变
J摩根大通交易所交易基金JBND
1.2%1.18%$60.9万1.1万股$60.9万1.1万股00.00%持仓不变
NUVEEN VA QUALITY MUN INCOMNPV
1.08%1.06%$54.9万4.8万股$54.9万4.8万股00.00%持仓不变
沃尔玛WMT
1.06%1.04%$53.9万4,334股$53.9万4,334股00.00%持仓不变
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
1.06%1.04%$53.8万1.5万股$53.8万1.5万股00.00%持仓不变
V先锋领航STAR基金VXUS
1.03%1.01%$52.4万6,792股$52.4万6,792股00.00%持仓不变
A美国世纪ETF信托AVLV
1.01%0.99%$51.1万6,345股$51.1万6,345股00.00%持仓不变
F第一信托交易所交易基金RDVY
0.99%0.97%$50.4万7,378股$50.4万7,378股00.00%持仓不变
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.98%0.96%$49.6万4,796股$49.6万4,796股00.00%持仓不变
J摩根大通交易所交易基金JGRO
0.95%0.93%$48.4万5,729股$48.4万5,729股00.00%持仓不变
洛克希德马丁LMT
0.93%0.91%$47.4万784股$47.4万784股00.00%持仓不变
卡特彼勒CAT
0.92%0.9%$46.8万660股$46.8万660股00.00%持仓不变
IiShares安硕·S&PIVE
0.89%0.87%$45.1万2,137股$45.1万2,137股00.00%持仓不变
强生JNJ
0.84%0.82%$42.7万1,746股$42.7万1,746股00.00%持仓不变
F第一信托交易所交易基金MISL
0.84%0.82%$42.4万9,485股$42.4万9,485股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.82%0.8%$41.4万1,924股$41.4万1,924股00.00%持仓不变
微软MSFT
0.81%0.79%$41.1万1,111股$41.1万1,111股00.00%持仓不变
F第一信托·USTCIBR
0.8%0.78%$40.5万6,468股$40.5万6,468股00.00%持仓不变
苹果AAPL
0.78%0.76%$39.5万1,558股$39.5万1,558股00.00%持仓不变
IiShares安硕信托IVW
0.78%0.76%$39.4万3,483股$39.4万3,483股00.00%持仓不变
V先锋领航全球基金VDC
0.78%0.76%$39.4万1,754股$39.4万1,754股00.00%持仓不变
通用动力GD
0.76%0.75%$38.7万1,127股$38.7万1,127股00.00%持仓不变
埃克森美孚XOM
0.72%0.7%$36.4万2,146股$36.4万2,146股00.00%持仓不变
V先锋领航·TOTALBND
0.71%0.69%$35.8万4,866股$35.8万4,866股00.00%持仓不变
WESTERN ASSET INTER MUNISBI
0.7%0.69%$35.7万4.6万股$35.7万4.6万股00.00%持仓不变
G通用动力VTI
0.7%0.68%$35.4万1,105股$35.4万1,105股00.00%持仓不变
宝洁PG
0.65%0.64%$33.2万2,299股$33.2万2,299股00.00%持仓不变
威瑞森VZ
0.62%0.6%$31.2万6,225股$31.2万6,225股00.00%持仓不变
IiShares安硕·7-10YRIEF
0.6%0.59%$30.6万3,204股$30.6万3,204股00.00%持仓不变

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