NC
North Capital, Inc.
趋势追踪型
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 93
North Capital, Inc.在最新一期 13F 报告中披露了 93 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 48.5%。
机构性格雪花图
- 集中度
- 42.94
- 持仓稳定性
- 48.51
- 动能／逆势
- 100
- 行业集中度
- 58.67
- 多样化
- 100
- 仓位均衡度
- 69.86
近期动向
减仓 BIL
+4.1% US$142.1万
减仓 DFAI
+2.9% US$31.4万
减仓 DFAE
+3.2% US$33.5万
减仓 SCHD
-65.0% -US$40.3万
新建仓 SPY
新建仓 QQQ
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 28.74% | -15.83% | +4.08% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-其他 | 11.63% | — | +4.27% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 5.41% | -2.92% | +2.89% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 4.21% | -2.14% | +3.16% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.61% | — | +2.94% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.57% | +3.57% | NEW | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.39% | — | -0.54% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.26% | +2.26% | NEW | |
| 9 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公债 | 1.80% | — | +12.04% | |
| 10 | AMUB | Etracs Alerian Mlp Ind Ser B | ETF-其他 | 1.62% | — | +1.07% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | +1.46% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.44% | +1.44% | NEW | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.40% | — | +0.10% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | +1.24% | NEW | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | +1.16% | NEW | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | +1.10% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | +1.07% | NEW | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | +0.97% | NEW | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.83% | +0.83% | NEW | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.83% | +0.83% | NEW | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.74% | +0.74% | NEW | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.69% | +0.69% | NEW | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | +0.64% | NEW | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.63% | — | -11.93% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | +0.61% | NEW | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.58% | — | — | |
| 27 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | +0.54% | NEW | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.52% | +0.52% | NEW | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | +0.52% | NEW | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | +0.50% | NEW | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.48% | — | +0.01% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | +0.47% | NEW | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | +0.44% | NEW | |
| 34 | AXP | American Express Co | 股票-金融 | 0.40% | +0.40% | NEW | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.39% | +0.39% | NEW | |
| 36 | T | At&t INC | 股票-通信服务 | 0.38% | — | -5.63% | |
| 37 | AMJB | Alerian Mlp Etn2044 | ETF-其他 | 0.37% | — | -0.28% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | +0.36% | NEW | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.36% | +0.36% | NEW | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.36% | +0.36% | NEW | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | +0.36% | NEW | |
| 42 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.36% | +0.36% | NEW | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.35% | NEW | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.35% | +0.35% | NEW | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | +0.34% | NEW | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.34% | NEW | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | +0.34% | NEW | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | +0.34% | NEW | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.33% | +0.33% | NEW | |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.32% | +0.32% | NEW |
1–50 of 93
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
North Capital, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建仓: Invesco Qqq Trust Series 1 (QQQ); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: Alphabet Inc-cl A (GOOGL); 新建仓: Amazon.com INC (AMZN).
FAQ
North Capital, Inc. 是什么机构？属于哪种投资人类型？
North Capital, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.2亿，分布在 93 个已申报仓位之中。
North Capital, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，North Capital, Inc. 按市值排列的前几大持股为：
1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$3393.3万 (28.7%)
2. Dimensional US Core Equity M (DFAU) — US$1373.4万 (11.6%)
3. Dimensional International Co (DFAI) — US$639.1万 (5.4%)
4. Dimensional Emerging Core Eq (DFAE) — US$496.6万 (4.2%)
5. Apple INC (AAPL) — US$425.7万 (3.6%)
North Capital, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，North Capital, Inc. 共进行了 50 项显著调整：新建仓 46 个仓位、加仓 3 个既有持股、减仓 1 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建仓: Invesco Qqq Trust Series 1 (QQQ); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: Alphabet Inc-cl A (GOOGL); 新建仓: Amazon.com INC (AMZN)
North Capital, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，North Capital, Inc. 的主要板块分布如下：
• Information Technology: 30.1%
• Communication Services: 22.4%
• Financials: 19.1%
• Consumer Discretionary: 9.3%
• Health Care: 6.4%
• Industrials: 4.9%