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North Star Investment Management Corp. · 13F 持仓分析
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North Star Investment Management Corp.

No.1854 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$18.40亿
环比变动 Q1 2026
+$1.90亿+11.5%
持仓股票数
1733
新买入
158
加仓
435
减仓
402
清仓
125
持股不变
738
持仓市值走势图
持仓板块构成
「其他/未归类」= 无 GICS 行业分类的持仓,主要是 ETF/基金(指数基金持仓本身即 ETF)、期权、债券、外股等;占比分母为全部持仓市值。
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
摩根大通JPM
4.68%4.71%$8,606.4万26.3万股$7,768.4万26.4万股-1,162股-0.44%减仓
IiShares安硕信托IVW
3.78%3.44%$6,958.6万50.6万股$5,673.4万50.2万股+4,383股+0.87%加仓
苹果AAPL
3.76%3.61%$6,919.2万23.9万股$5,957.9万23.5万股+4,365股+1.86%加仓
V先锋领航斯科茨代尔基金VCSH
3.21%3.55%$5,915.2万74.8万股$5,858.7万73.9万股+9,397股+1.27%加仓
G通用动力GD
2.86%2.8%$5,262.1万14.2万股$4,622.3万14.4万股-1,878股-1.30%减仓
SSPDR标普500 ETFSPY
2.62%2.55%$4,822.0万6.5万股$4,205.4万6.5万股-93股-0.14%减仓
IiShares安硕·S&PIVE
2.44%2.48%$4,493.2万19.8万股$4,095.3万19.4万股+3,935股+2.03%加仓
微软MSFT
1.97%2.17%$3,626.8万9.7万股$3,573.9万9.7万股+682股+0.71%加仓
OLD REP INTLORI
1.78%1.93%$3,274.1万80.0万股$3,189.0万79.9万股+888股+0.11%加仓
V先锋领航指数基金VOO
1.64%1.61%$3,022.8万4.4万股$2,655.0万4.4万股-418股-0.94%减仓
谷歌AGOOGL
1.25%1.15%$2,298.4万6.4万股$1,897.7万6.6万股-1,679股-2.54%减仓
黑石集团BX
1.08%1.18%$1,996.7万17.0万股$1,955.0万17.0万股-328股-0.19%减仓
艾伯维ABBV
1.01%0.99%$1,857.2万7.4万股$1,639.1万7.5万股-1,560股-2.07%减仓
V先锋领航·MALVERN FDSVTIP
0.91%1%$1,672.7万33.3万股$1,649.4万33.0万股+2,807股+0.85%加仓
IiShares安硕信托MUB
0.89%0.97%$1,629.4万15.1万股$1,606.6万15.1万股+47股+0.03%加仓
亚马逊AMZN
0.84%0.8%$1,544.5万6.5万股$1,326.6万6.4万股+1,107股+1.74%加仓
IiShares安硕信托IVV
0.84%0.82%$1,543.3万2.1万股$1,360.2万2.1万股-217股-1.04%减仓
AALPS ETF信托AMLP
0.83%0.91%$1,529.7万29.5万股$1,506.6万28.6万股+8,823股+3.08%加仓
联合太平洋铁路UNP
0.83%0.82%$1,524.7万5.6万股$1,359.4万5.6万股+27股+0.05%加仓
强生JNJ
0.78%0.85%$1,443.2万5.7万股$1,395.6万5.7万股-270股-0.47%减仓
I景顺QQQ信托QQQ
0.78%0.68%$1,427.8万1.9万股$1,115.7万1.9万股+60股+0.31%加仓
甲骨文ORCL
0.74%0.83%$1,367.6万9.3万股$1,371.8万9.3万股+69股+0.07%加仓
卡特彼勒CAT
0.71%0.51%$1,298.7万1.2万股$835.4万1.2万股+403股+3.42%加仓
IiShares安硕信托DVY
0.7%0.76%$1,294.6万8.3万股$1,249.5万8.3万股+308股+0.37%加仓
AAlphabet Inc Class CGOOG
0.7%0.61%$1,282.2万3.6万股$1,007.2万3.5万股+1,176股+3.35%加仓
SPHERE ENTERTAINMENTSPHR
0.69%0.55%$1,263.7万7.3万股$913.1万7.8万股-4,748股-6.10%减仓
POSTAL REALTY TRUST CL APSTL
0.65%0.58%$1,191.1万48.3万股$952.8万51.3万股-3.0万股-5.83%减仓
AACME UTD CORP COMACU
0.64%0.69%$1,181.8万24.8万股$1,134.6万25.3万股-4,986股-1.97%减仓
V先锋领航指数基金VXF
0.64%0.6%$1,171.9万4.8万股$988.4万4.8万股-429股-0.89%减仓
IiShares安硕·RUSSELLIWB
0.63%0.61%$1,159.3万2.8万股$1,009.4万2.8万股00.00%持仓不变
BBANK OF AMERBAC
0.59%0.59%$1,087.9万19.1万股$968.2万19.9万股-7,672股-3.86%减仓
FIFTH THIRD BANCORP COMFITB
0.58%0.53%$1,070.3万19.0万股$882.3万19.0万股-27股-0.01%减仓
V先锋领航·FTSEVEA
0.57%0.56%$1,056.8万14.8万股$932.5万14.6万股+2,802股+1.93%加仓
思科CSCO
0.57%0.45%$1,045.9万8.9万股$737.4万9.5万股-5,999股-6.31%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.57%0.57%$1,044.0万4.4万股$940.5万4.4万股+387股+0.88%加仓
好市多COST
0.55%0.65%$1,003.0万1.1万股$1,068.7万1.1万股-3股-0.03%减仓
SSPDR黄金信托GLD
0.53%0.71%$984.1万2.7万股$1,166.7万2.7万股-401股-1.48%减仓
AMD超威AMD
0.53%0.32%$971.8万1.7万股$520.2万2.6万股-8,844股-34.58%减仓
S嘉信策略信托SCHD
0.52%0.52%$954.3万30.1万股$865.1万28.2万股+1.9万股+6.73%加仓
伯克希尔哈撒韦BRK.B
0.5%0.54%$928.7万1.9万股$889.0万1.9万股+8股+0.04%加仓
KKKR & COMKKR
0.5%0.56%$911.2万9.9万股$920.9万10.0万股-276股-0.28%减仓
礼来LLY
0.48%0.47%$887.7万7,401股$769.4万8,365股-964股-11.52%减仓
IiShares安硕信托EFV
0.48%0.52%$876.8万11.5万股$860.4万11.6万股-1,180股-1.02%减仓
BBLUE BIRD COMBLBD
0.47%0.38%$873.4万11.1万股$628.2万11.1万股00.00%持仓不变
AMGEN COMAMGN
0.44%0.48%$803.7万2.2万股$787.2万2.2万股-177股-0.79%减仓
英特尔INTC
0.43%0.16%$795.4万5.7万股$265.9万6.0万股-3,283股-5.45%减仓
EESCALADE INC COMESCA
0.43%0.44%$789.4万42.0万股$725.2万42.2万股-2,000股-0.47%减仓
埃克森美孚XOM
0.43%0.59%$789.1万5.8万股$979.5万5.8万股-16股-0.03%减仓
WESTWOOD HLDGS GROUP INC COMWHG
0.4%0.38%$743.0万38.8万股$627.2万38.1万股+6,991股+1.84%加仓
默沙东MRK
0.4%0.42%$739.2万5.8万股$691.2万5.7万股+69股+0.12%加仓

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