申告総資産額
$2.2億
報告対象四半期: 2026-03-31 · 銘柄数: 89
NIA IMPACT ADVISORS, LLCは最新の13F報告書で89件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$2.2億、四半期回転率は42.9%です。
増加 VRT
-18.8% $121.2万
減少 GOOGL
-70.3% -$318.6万
減少 SHOP
-60.2% -$301.9万
減少 NVDA
-62.8% -$294.8万
減少 TEAM
-60.3% -$259.4万
増加 IRM
-4.0% $78.3万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.22% | — | — | |
| 2 | FSLR | First Solar INC | 株式-IT | 4.05% | -0.36% | -8.21% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.75% | +0.46% | -22.53% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.32% | -0.57% | -30.86% | |
| 5 | NXT | Nextpower Inc-cl A | 株式-IT | 3.08% | — | -22.53% | |
| 6 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 3.08% | — | -8.67% | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 3.08% | +0.40% | -12.18% | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 3.05% | +0.03% | -6.88% | |
| 9 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 2.98% | — | -3.93% | |
| 10 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 2.74% | — | -2.87% | |
| 11 | EBAY | Ebay INC | 株式-一般消費財 | 2.72% | — | -6.26% | |
| 12 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 2.65% | +1.06% | -18.82% | |
| 13 | STN | Stantec INC | 株式-その他 | 2.60% | +0.32% | -6.14% | |
| 14 | IRM | Iron Mountain INC | 株式-不動産 | 2.26% | +0.81% | -4.04% | |
| 15 | XYL | Xylem INC | 株式-資本財 | 2.04% | -0.23% | -22.60% | |
| 16 | BEPC | Brookfield Renewable CORP | 株式-公益事業 | 2.01% | — | +0.27% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.99% | +0.08% | -9.56% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.98% | -0.27% | -25.50% | |
| 19 | COCO | Vita Coco Co Inc/the | 株式-その他 | 1.94% | — | +2.15% | |
| 20 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.82% | -0.18% | -2.65% | |
| 21 | LMND | Lemonade INC | 株式-金融 | 1.77% | — | -3.45% | |
| 22 | LRN | Stride INC | 株式-生活必需品 | 1.71% | — | -7.64% | |
| 23 | UNFI | United Natural Foods INC | 株式-生活必需品 | 1.69% | — | -14.43% | |
| 24 | AMAL | Amalgamated Financial CORP | 株式-その他 | 1.67% | — | -19.10% | |
| 25 | HOOD | Robinhood Markets INC - A | 株式-金融 | 1.64% | -0.08% | +17.62% | |
| 26 | FMS | Fresenius Medical Care-adr | 株式-その他 | 1.48% | — | -3.51% | |
| 27 | NET | Cloudflare INC - Class A | 株式-IT | 1.46% | +0.04% | -25.79% | |
| 28 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 1.45% | — | -3.68% | |
| 29 | CNM | Core & Main Inc-class A | 株式-資本財 | 1.43% | — | -3.67% | |
| 30 | NTRA | Natera INC | 株式-ヘルスケア | 1.29% | — | -2.28% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.55% | -31.61% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 1.09% | -0.62% | -49.16% | |
| 33 | AKAM | Akamai Technologies INC | 株式-IT | 1.05% | +1.05% | NEW | |
| 34 | FTDR | Frontdoor INC | 株式-一般消費財 | 1.05% | +1.05% | NEW | |
| 35 | ADSK | Autodesk INC | 株式-IT | 1.03% | -0.02% | -8.70% | |
| 36 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.96% | — | -8.06% | |
| 37 | IBRX | Immunitybio INC | 株式-ヘルスケア | 0.92% | +0.92% | NEW | |
| 38 | WGS | Genedx Holdings CORP | 株式-その他 | 0.90% | -0.44% | +3.26% | |
| 39 | RUN | Sunrun INC | 株式-IT | 0.86% | -0.06% | -4.33% | |
| 40 | ANET | Arista Networks INC | 株式-IT | 0.83% | +0.83% | NEW | |
| 41 | NGVC | Natural Grocers By Vitamin C | 株式-その他 | 0.81% | — | -2.83% | |
| 42 | TOST | Toast Inc-class A | 株式-IT | 0.79% | — | -2.83% | |
| 43 | HO1 | Hologic INC | 株式-その他 | 0.78% | -0.55% | -56.06% | |
| 44 | VMI | Valmont Industries | 株式-資本財 | 0.78% | +0.78% | NEW | |
| 45 | ACM | Aecom | 株式-資本財 | 0.76% | -0.72% | -56.57% | |
| 46 | CWT | California Water Service Grp | 株式-公益事業 | 0.72% | — | -3.49% | |
| 47 | CXT | Crane Nxt Co | 株式-資本財 | 0.72% | — | -0.50% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.70% | -0.82% | -62.81% | |
| 49 | HTUS | Hull Tactical US ETF | ETF-その他 | 0.68% | — | — | |
| 50 | ADI | Analog Devices INC | 株式-IT | 0.58% | -0.61% | -68.67% |
Q3 2026のパフォーマンス
+2.3%
直近4四半期のパフォーマンス
+8.1%
価格取得が可能な保有銘柄（報告価値の66%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 89 | $2.2億 | 43 | |
| 2025-12-31 | 101 | $3.0億 | 24 | |
| 2025-09-30 | 101 | $3.1億 | 34 | |
| 2025-06-30 | 97 | $2.9億 | 0 | |
| 2025-03-31 | 99 | $2.7億 | 100 | |
| 2024-12-31 | 112 | $3.1億 | 0 | |
| 2024-09-30 | 109 | $3.0億 | 0 | |
| 2024-06-30 | 103 | $2.8億 | 0 | |
| 2024-03-31 | 91 | $2.5億 | 0 | |
| 2023-06-30 | 53 | $1.8億 | 0 | |
| 2023-03-31 | 60 | $1.9億 | 0 | |
| 2022-12-31 | 58 | $1.7億 | 0 | |
| 2022-09-30 | 62 | $1.6億 | 0 | |
| 2022-06-30 | 65 | $1.7億 | 0 | |
| 2022-03-31 | 61 | $2.1億 | 0 | |
| 2021-12-31 | 56 | $1.9億 | 0 | |
| 2021-09-30 | 58 | $2.3億 | 0 | |
| 2021-06-30 | 54 | $2.1億 | 100 | |
| 2021-03-31 | 53 | $1.8億 | 22 | |
| 2020-12-31 | 54 | $1.9億 | — |
Nia Impact Advisors, LLCの2026-03-31時点における主要なポジション変更： 全売却: Procter & Gamble Co/the (PG); 全売却: Telefonica Sa-spon Adr (TELFY); 新規購入: Akamai Technologies INC (AKAM); 新規購入: Frontdoor INC (FTDR); 新規購入: Immunitybio INC (IBRX).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +1.1% | -18.82% | 減少 |
| 2 | IRM | Iron Mountain INC | +0.8% | -4.04% | 減少 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -22.53% | 減少 |
| 4 | VRTX | Vertex Pharmaceuticals INC | +0.4% | -12.18% | 減少 |
| 5 | STN | Stantec INC | +0.3% | -6.14% | 減少 |
| 6 | PANW | Palo Alto Networks INC | +0.1% | -9.56% | 減少 |
| 7 | NET | Cloudflare INC - Class A | 0% | -25.79% | 減少 |
| 8 | IBM | Intl Business Machines CORP | 0% | -6.88% | 減少 |
| 9 | ADSK | Autodesk INC | 0% | -8.70% | 減少 |
| 10 | RUN | Sunrun INC | -0.1% | -4.33% | 減少 |
| 11 | HOOD | Robinhood Markets INC - A | -0.1% | +17.62% | 増加 |
| 12 | ZG | Zillow Group INC - A | -0.1% | +0.17% | 増加 |
| 13 | SAP | Sap Se-sponsored Adr | -0.2% | -2.65% | 減少 |
| 14 | UL | Unilever Plc-sponsored Adr | -0.2% | -52.10% | 減少 |
| 15 | VEEV | Veeva Systems Inc-class A | -0.2% | -54.70% | 減少 |
| 16 | XYL | Xylem INC | -0.2% | -22.60% | 減少 |
| 17 | ATR | Aptargroup INC | -0.2% | -72.58% | 減少 |
| 18 | CARR | Carrier Global CORP | -0.3% | -66.98% | 減少 |
| 19 | AVGO | Broadcom INC | -0.3% | -25.50% | 減少 |
| 20 | TMUS | T-mobile US INC | -0.3% | -59.09% | 減少 |
| 21 | NYT | New York Times Co-a | -0.3% | -70.71% | 減少 |
| 22 | FSLR | First Solar INC | -0.4% | -8.21% | 減少 |
| 23 | ADP | Automatic Data Processing | -0.4% | -70.53% | 減少 |
| 24 | DHR | Danaher CORP | -0.4% | -59.21% | 減少 |
| 25 | CNI | Canadian Natl Railway Co | -0.4% | -69.92% | 減少 |
| 26 | WGS | Genedx Holdings CORP | -0.4% | +3.26% | 増加 |
| 27 | MSFT | Microsoft CORP | -0.6% | -31.61% | 減少 |
| 28 | HO1 | Hologic INC | -0.6% | -56.06% | 減少 |
| 29 | AAPL | Apple INC | -0.6% | -30.86% | 減少 |
| 30 | SYK | Stryker CORP | -0.6% | -67.70% | 減少 |
| 31 | MA | Mastercard INC - A | -0.6% | -71.24% | 減少 |
| 32 | ADI | Analog Devices INC | -0.6% | -68.67% | 減少 |
| 33 | AMD | Advanced Micro Devices | -0.6% | -49.16% | 減少 |
| 34 | ROK | Rockwell Automation INC | -0.7% | -70.41% | 減少 |
| 35 | ACM | Aecom | -0.7% | -56.57% | 減少 |
| 36 | NVDA | Nvidia CORP | -0.8% | -62.81% | 減少 |
| 37 | TEAM | Atlassian Corp-cl A | -0.8% | -60.33% | 減少 |
| 38 | SHOP | Shopify INC - Class A | -0.9% | -60.24% | 減少 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.9% | -70.32% | 減少 |
| 40 | PG | Procter & Gamble Co/the | — | EXIT | 全売却 |
| 41 | TELFY | Telefonica Sa-spon Adr | — | EXIT | 全売却 |
| 42 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 43 | FTDR | Frontdoor INC | — | NEW | 新規購入 |
| 44 | IBRX | Immunitybio INC | — | NEW | 新規購入 |
| 45 | ANET | Arista Networks INC | — | NEW | 新規購入 |
| 46 | VMI | Valmont Industries | — | NEW | 新規購入 |
| 47 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 48 | AEIS | Advanced Energy Industries | — | NEW | 新規購入 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 全売却 |
| 50 | ISRG | Intuitive Surgical INC | — | EXIT | 全売却 |
運用資産(AUM)が近い機関
CIK 0001964344
申告総資産額
$2.2億
104 stks
2026-03-31
運用資産規模の差はわずか0.0%
CIK 0001167348
申告総資産額
$2.2億
212 stks
2015-09-30
データが古く、未更新
運用資産規模の差はわずか0.0%
CIK 0001802107
申告総資産額
$2.2億
28 stks
2026-03-31
運用資産規模の差はわずか0.0%
上位保有銘柄が重なる機関
CIK 0000709428
申告総資産額
$12.7億
421 stks
2026-03-31
上位5銘柄のうち3銘柄が重複、Vanguard Total Stock Mkt ETFも共通保有
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$32.4億
852 stks
2026-03-31
上位5銘柄のうち2銘柄が重複、Apple INCも共通保有
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$45.8億
1,789 stks
2026-03-31
上位5銘柄のうち2銘柄が重複、Vanguard Total Stock Mkt ETFも共通保有