NewSquare Capital LLC
NEWTOWN SQUARE PA · SEC CIK 0001546989
$11.53亿2026Q1 申报市值
211持仓数
35.7%前十大占比 · 第一大 10.1%
35 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IGIB 新建仓+$950.26万
FBT 新建仓+$821.05万
FTGC 新建仓+$820.75万
FTXR 新建仓+$799.58万
FIRST TR EXCHANG 新建仓+$795.18万
2026Q1 卖出最多 按季末市值估算
FXR 清仓-$1,464.01万
FXO 清仓-$1,462.84万
FXU 清仓-$1,405.41万
QTEC 减仓-$1,397.50万
FDN 减仓-$1,206.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,024.64万 | 0.89% | 26,155 | -6,210 | -19.2% | -$243.28万 | 减仓 |
| AAPL | APPLE INC | $1,061.18万 | 0.92% | 41,813 | 3,781 | 9.9% | $95.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,146.95万 | 0.99% | 47,318 | -354 | -0.7% | -$8.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,166.54万 | 1.01% | 66,889 | 7,179 | 12.0% | $125.20万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,221.30万 | 1.06% | 127,591 | -3,096 | -2.4% | -$29.63万 | 减仓 |
| MBB | ISHARES TR | $1,290.61万 | 1.12% | 135,925 | 302 | 0.2% | $2.87万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $1,305.44万 | 1.13% | 108,116 | -97,285 | -47.4% | -$1,174.66万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,320.35万 | 1.15% | 180,524 | -127,650 | -41.4% | -$933.63万 | 减仓 |
| IJR | ISHARES TR | $1,327.74万 | 1.15% | 106,809 | -2,202 | -2.0% | -$27.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,463.98万 | 1.27% | 49,768 | 599 | 1.2% | $17.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,492.26万 | 1.29% | 232,875 | -6,508 | -2.7% | -$41.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,535.91万 | 1.33% | 23,617 | 767 | 3.4% | $49.88万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,543.72万 | 1.34% | 200,015 | 9,065 | 4.7% | $69.96万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,016.83万 | 1.75% | 124,703 | 2,687 | 2.2% | $43.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,072.71万 | 1.80% | 155,960 | 3,478 | 2.3% | $46.22万 | 加仓 |
| IGSB | ISHARES TR | $3,049.36万 | 2.64% | 580,167 | 59,661 | 11.5% | $313.58万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,174.83万 | 2.75% | 431,128 | 19,320 | 4.7% | $142.27万 | 加仓 |
| IJH | ISHARES TR | $3,345.90万 | 2.90% | 495,469 | 5,932 | 1.2% | $40.06万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $6,030.11万 | 5.23% | 2,351,837 | 75,152 | 3.3% | $192.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,655.43万 | 5.77% | 886,209 | 15,570 | 1.8% | $116.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.17亿 | 10.14% | 364,503 | 11,693 | 3.3% | $375.12万 | 加仓 |