NR

North Ridge Wealth Advisors, Inc.

趨勢追蹤型長期持有型產業集中型

申報總市值

US$1.8億

申報季度: 2026-03-31 · 持股檔數: 193

North Ridge Wealth Advisors, Inc.在最新一期 13F 報告中揭露了 193 項持股，申報期為 2026-03-31，總持股市值約為 US$1.8億，季度換手率為 6.6%。

機構性格雪花圖

集中度
36.39
持倉穩定性
6.64
動能／逆勢
100
產業集中度
73.65
多樣化
100
倉位均衡度
59.2

近期動向

  • 減碼 DFAC

    -2.6%　-US$197.5萬

  • 減碼 MSFT

    -5.7%　-US$158.3萬

  • 加碼 EDV

    +6.9%　US$69.5萬

  • 加碼 DFNM

    +29.8%　US$66.9萬

  • 加碼 VOO

    +607.7%　US$65.9萬

  • 加碼 DFGR

    +7.3%　US$61.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1DFACDimensional US Core Equity 2ETF-其他23.91%-0.98%-2.65%
2DFAXDimensional World Ex US CoreETF-其他8.80%-0.28%-7.15%
3VGITVanguard Intermediate-term TETF-其他8.26%+0.24%+3.14%
4EDVVanguard Extended Dur TreasETF-其他6.15%+0.42%+6.89%
5DFICDimensional International CoETF-其他5.36%-0.07%-4.81%
6VWOBVanguard Emerg Mkts Gov BndETF-其他4.82%-0.07%+0.68%
7DFGRDim Global Real Estate ETFETF-其他4.70%+0.36%+7.25%
8VTIPVanguard Short-term TipsETF-其他4.53%+0.14%+1.57%
9IGOVIshares International TreasuETF-其他4.41%+0.19%+5.64%
10DFEMDimensional Emrg Mrkt CoreETF-其他3.25%-0.05%-6.41%
11AVUSAvantis U.s. Equity ETFETF-其他2.56%-0.04%-1.49%
12AVREAvantis Real Estate ETFETF-其他2.55%-0.01%-2.10%
13MSFTMicrosoft CORP股票-科技2.31%-0.88%-5.67%
14DFNMDimensional National Muni BdETF-其他1.67%+0.39%+29.84%
15VTVVanguard Value ETFETF-其他1.10%+0.04%—
16AVDEAvantis International EquityETF-其他1.05%-0.16%-15.77%
17DFSUDimensional US Sus Core1 ETFETF-其他0.98%-0.01%+4.25%
18SCHRSchwab Intermediate-term USETF-其他0.94%+0.02%+2.31%
19VUGVanguard Growth ETFETF-其他0.94%-0.13%-2.85%
20VTIVanguard Total Stock Mkt ETFETF-其他0.90%+0.03%+7.61%
21REETIshares Global Reit ETFETF-其他0.61%—+0.01%
22DFUSDimensional US Eq Mkt ETFETF-其他0.58%-0.03%—
23VOOVanguard S&p 500 ETFETF-大型股與成長0.44%+0.38%+607.65%
24DFSIDimensional Int Sus Cor1 ETFETF-其他0.43%—+1.36%
25AVNMAvantis All Intl Mkts Eq ETFETF-其他0.41%—-1.17%
26BRK-BBerkshire Hathaway Inc-cl B股票-其他0.40%+0.27%+220.00%
27AVEMAvantis Emerging Markets EqETF-新興市場0.38%-0.05%-16.55%
28AVSUAvantis Resp US Equity ETFETF-其他0.33%——
29VNQVanguard Real Estate ETFETF-其他0.32%—+0.13%
30BABoeing Co/the股票-工業0.31%-0.04%-3.45%
31DFSEDimensional Em Sus Core1 ETFETF-其他0.31%—-0.98%
32ITOTIshares Core S&p Total U.s.ETF-其他0.29%-0.01%—
33JPMJpmorgan Chase & Co股票-金融0.28%-0.03%—
34ROKRockwell Automation INC股票-工業0.27%-0.03%—
35STIPIshares 0-5 Year Tips Bond EETF-其他0.26%—+0.02%
36UNHUnitedhealth Group INC股票-醫療保健0.23%-0.05%—
37MAMastercard INC - A股票-金融0.22%-0.04%—
38EMBIshares Jp Morgan Usd EmergiETF-其他0.21%——
39ZROZPimco 25+ Yr Zero Cpn US TifETF-其他0.20%-0.08%-29.70%
40AVSDAvantis Reps Intern Equi ETFETF-其他0.20%—-0.35%
41AAPLApple INC股票-科技0.18%-0.04%-9.67%
42VNQIVanguard Glbl Ex-us Real EstETF-其他0.18%—+0.40%
43CATCaterpillar INC股票-工業0.16%+0.03%—
44SHELShell Plc-adr股票-能源0.15%+0.03%—
45VEAVanguard Ftse Developed ETFETF-其他0.15%+0.09%+157.08%
46VOVanguard Mid-cap ETFETF-其他0.14%+0.07%+104.77%
47TSLATesla INC股票-循環性消費0.14%-0.02%—
48VBVanguard Small-cap ETFETF-其他0.13%——
49PNCPnc Financial Services Group股票-金融0.12%——
50VEUVanguard Ftse All-world Ex-uETF-其他0.12%+0.08%+205.56%
1–50 of 193

本季持股變動

North Ridge Wealth Advisors, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Ss Spdr P Int C CORP ETF (SPIB); 新建倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Vanguard S&p Small-cap 600 V (VIOV); 新建倉: Vanguard S&p Mid-cap 400 ETF (IVOO); 減碼: Dimensional US Core Equity 2 (DFAC) — 股數 -2.65%.

North Ridge Wealth Advisors, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1EDVVanguard Extended Dur Treas+0.4%+6.89%加碼
2DFNMDimensional National Muni Bd+0.4%+29.84%加碼
3VOOVanguard S&p 500 ETF+0.4%+607.65%加碼
4DFGRDim Global Real Estate ETF+0.4%+7.25%加碼
5BRK-BBerkshire Hathaway Inc-cl B+0.3%+220.00%加碼
6VGITVanguard Intermediate-term T+0.2%+3.14%加碼
7IGOVIshares International Treasu+0.2%+5.64%加碼
8VTIPVanguard Short-term Tips+0.1%+1.57%加碼
9VEAVanguard Ftse Developed ETF+0.1%+157.08%加碼
10VEUVanguard Ftse All-world Ex-u+0.1%+205.56%加碼
11VOVanguard Mid-cap ETF+0.1%+104.77%加碼
12VTVVanguard Value ETF0%—不變
13XOMExxon Mobil CORP0%+200.67%加碼
14SHELShell Plc-adr0%—不變
15VBRVanguard Small-cap Value ETF0%+1814.29%加碼
16CATCaterpillar INC0%—不變
17VTIVanguard Total Stock Mkt ETF0%+7.61%加碼
18VOEVanguard Mid-cap Value ETF0%+1068.18%加碼
19IVVIshares Core S&p 500 ETF0%+31.11%加碼
20QQQInvesco Qqq Trust Series 10%+33.86%加碼
21LMTLockheed Martin CORP0%—不變
22SCHRSchwab Intermediate-term US0%+2.31%加碼
23HONHoneywell International INC0%—不變
24AVREAvantis Real Estate ETF0%-2.10%減碼
25DFSUDimensional US Sus Core1 ETF0%+4.25%加碼
26ITOTIshares Core S&p Total U.s.0%—不變
27TSLATesla INC0%—不變
28JPMJpmorgan Chase & Co0%—不變
29DFUSDimensional US Eq Mkt ETF0%—不變
30ROKRockwell Automation INC0%—不變
31AVUSAvantis U.s. Equity ETF0%-1.49%減碼
32FBTCFidelity Wise Origin Bitcoin0%-78.69%減碼
33BABoeing Co/the0%-3.45%減碼
34AAPLApple INC0%-9.67%減碼
35MAMastercard INC - A0%—不變
36DFEMDimensional Emrg Mrkt Core-0.1%-6.41%減碼
37AVEMAvantis Emerging Markets Eq-0.1%-16.55%減碼
38UNHUnitedhealth Group INC-0.1%—不變
39DFICDimensional International Co-0.1%-4.81%減碼
40VWOBVanguard Emerg Mkts Gov Bnd-0.1%+0.68%加碼
41ZROZPimco 25+ Yr Zero Cpn US Tif-0.1%-29.70%減碼
42VUGVanguard Growth ETF-0.1%-2.85%減碼
43AVDEAvantis International Equity-0.2%-15.77%減碼
44DFAXDimensional World Ex US Core-0.3%-7.15%減碼
45MSFTMicrosoft CORP-0.9%-5.67%減碼
46DFACDimensional US Core Equity 2-1%-2.65%減碼
47SPIBSs Spdr P Int C CORP ETF—NEW新建倉
48QUALIshares Msci USA Quality Fac—NEW新建倉
49VIOVVanguard S&p Small-cap 600 V—NEW新建倉
50IVOOVanguard S&p Mid-cap 400 ETF—NEW新建倉

FAQ

North Ridge Wealth Advisors, Inc. 是什麼機構？屬於哪種投資人類型？
North Ridge Wealth Advisors, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.8億，分佈在 193 個已申報部位之中。
North Ridge Wealth Advisors, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，North Ridge Wealth Advisors, Inc. 按市值排列的前幾大持股為： 1. Dimensional US Core Equity 2 (DFAC) — US$4250.4萬 (23.9%) 2. Dimensional World Ex US Core (DFAX) — US$1563.7萬 (8.8%) 3. Vanguard Intermediate-term T (VGIT) — US$1468.8萬 (8.3%) 4. Vanguard Extended Dur Treas (EDV) — US$1092.2萬 (6.2%) 5. Dimensional International Co (DFIC) — US$952.3萬 (5.4%)
North Ridge Wealth Advisors, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，North Ridge Wealth Advisors, Inc. 共進行了 38 項顯著調整：新建倉 4 個部位、加碼 20 個既有持股、減碼 14 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Ss Spdr P Int C CORP ETF (SPIB); 新建倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Vanguard S&p Small-cap 600 V (VIOV); 新建倉: Vanguard S&p Mid-cap 400 ETF (IVOO); 減碼: Dimensional US Core Equity 2 (DFAC) — 股數 -2.65%
North Ridge Wealth Advisors, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，North Ridge Wealth Advisors, Inc. 的主要板塊分佈如下： • Information Technology: 41.6% • Financials: 18.3% • Industrials: 17.1% • Health Care: 6.6% • Consumer Discretionary: 5.3% • Energy: 3.3%