New England Private Wealth Advisors LLC
WELLESLEY MA · SEC CIK 0001582813
$8.66亿2026Q1 申报市值
194持仓数
35.5%前十大占比 · 第一大 5.5%
8 / 1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
CSHI 加仓+$914.84万
RAAX 加仓+$531.32万
FLMI 加仓+$390.05万
FEGE 新建仓+$329.37万
IEFA 加仓+$294.18万
2026Q1 卖出最多 按季末市值估算
JAAA 重新持有-$119.62万
VIG 减仓-$109.90万
RPG 减仓-$105.51万
RSP 减仓-$91.91万
SPLV 减仓-$87.13万
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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $125.03万 | 0.14% | 24,540 | 162 | 0.7% | $8,254 | 加仓 |
| VO | VANGUARD INDEX FDS | $125.21万 | 0.14% | 4,360 | -142 | -3.2% | -$4.08万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $129.18万 | 0.15% | 26,656 | 88 | 0.3% | $4,265 | 加仓 |
| MCHI | ISHARES TR | $131.69万 | 0.15% | 23,441 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $135.35万 | 0.16% | 3,651 | -506 | -12.2% | -$18.76万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $139.89万 | 0.16% | 26,937 | 21,478 | 393.4% | $111.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $140.73万 | 0.16% | 3,222 | -34 | -1.0% | -$1.49万 | 减仓 |
| IVW | ISHARES TR | $140.96万 | 0.16% | 12,463 | 5 | 0.0% | $566 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $146.30万 | 0.17% | 22,831 | 173 | 0.8% | $1.11万 | 加仓 |
| CWB | SPDR SERIES TRUST | $157.92万 | 0.18% | 17,256 | 149 | 0.9% | $1.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $158.33万 | 0.18% | 8,070 | 18 | 0.2% | $3,532 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $173.04万 | 0.20% | 21,830 | 148 | 0.7% | $1.17万 | 加仓 |
| DXJ | WISDOMTREE TR | $176.30万 | 0.20% | 11,117 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $176.47万 | 0.20% | 7,092 | -180 | -2.5% | -$4.48万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $176.71万 | 0.20% | 60,662 | 6 | 0.0% | $175 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $179.30万 | 0.21% | 16,697 | 105 | 0.6% | $1.13万 | 加仓 |
| IBDS | ISHARES TR | $182.16万 | 0.21% | 75,147 | 355 | 0.5% | $8,605 | 加仓 |
| IBMO | ISHARES TR | $188.01万 | 0.22% | 73,357 | 18 | 0.0% | $461 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $192.31万 | 0.22% | 25,607 | -51 | -0.2% | -$3,830 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $199.52万 | 0.23% | 15,844 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $206.44万 | 0.24% | 31,892 | -7 | -0.0% | -$453 | 减仓 |
| SMDV | PROSHARES TR | $207.55万 | 0.24% | 30,172 | 24 | 0.1% | $1,651 | 加仓 |
| IBB | ISHARES TR | $220.86万 | 0.25% | 13,080 | 8 | 0.1% | $1,351 | 加仓 |
| VSGX | VANGUARD WORLD FD | $230.39万 | 0.27% | 32,119 | -63 | -0.2% | -$4,519 | 减仓 |
| AGG | ISHARES TR | $235.30万 | 0.27% | 23,703 | 5,054 | 27.1% | $50.17万 | 加仓 |
| MTUM | ISHARES TR | $246.39万 | 0.28% | 10,267 | 16 | 0.2% | $3,840 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $249.83万 | 0.29% | 63,346 | 23 | 0.0% | $907 | 加仓 |
| GMOI | GMO ETF TRUST | $253.73万 | 0.29% | 70,033 | 70,033 | — | $253.73万 | 新建仓 |
| IJH | ISHARES TR | $256.17万 | 0.30% | 37,934 | -6,963 | -15.5% | -$47.02万 | 减仓 |
| SDY | SPDR SERIES TRUST | $262.19万 | 0.30% | 17,966 | -10 | -0.1% | -$1,459 | 减仓 |
| VB | VANGUARD INDEX FDS | $285.31万 | 0.33% | 10,893 | -525 | -4.6% | -$13.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $288.47万 | 0.33% | 4,677 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $296.93万 | 0.34% | 33,681 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $309.71万 | 0.36% | 28,036 | 104 | 0.4% | $1.15万 | 加仓 |
| FEGE | RBB FUND TRUST | $329.37万 | 0.38% | 70,079 | 70,079 | — | $329.37万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $349.16万 | 0.40% | 64,599 | 3,302 | 5.4% | $17.85万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $358.03万 | 0.41% | 24,421 | 55 | 0.2% | $8,063 | 加仓 |
| GLD | SPDR GOLD TR | $379.06万 | 0.44% | 8,809 | 2 | 0.0% | $861 | 加仓 |
| VGT | VANGUARD WORLD FD | $380.49万 | 0.44% | 5,453 | 1 | 0.0% | $698 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $386.65万 | 0.45% | 86,306 | 1,358 | 1.6% | $6.08万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $394.21万 | 0.46% | 26,618 | 133 | 0.5% | $1.97万 | 加仓 |
| GLDM | WORLD GOLD TR | $396.68万 | 0.46% | 42,796 | 5,934 | 16.1% | $55.00万 | 加仓 |
| IBDR | ISHARES TR | $403.80万 | 0.47% | 166,583 | -6,469 | -3.7% | -$15.68万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $409.78万 | 0.47% | 36,500 | 2,077 | 6.0% | $23.32万 | 加仓 |
| IVV | ISHARES TR | $461.31万 | 0.53% | 7,062 | 9 | 0.1% | $5,879 | 加仓 |
| VPU | VANGUARD WORLD FD | $482.59万 | 0.56% | 24,356 | 158 | 0.7% | $3.13万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $493.99万 | 0.57% | 103,931 | 199 | 0.2% | $9,459 | 加仓 |
| IWD | ISHARES TR | $523.47万 | 0.60% | 24,499 | 48 | 0.2% | $1.03万 | 加仓 |
| IWR | ISHARES TR | $580.41万 | 0.67% | 59,694 | 155 | 0.3% | $1.51万 | 加仓 |
| FRDM | EA SERIES TRUST | $618.00万 | 0.71% | 113,084 | -1,740 | -1.5% | -$9.51万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $674.69万 | 0.78% | 121,522 | -3,004 | -2.4% | -$16.68万 | 减仓 |
| RAAX | VANECK ETF TRUST | $674.74万 | 0.78% | 165,743 | 130,513 | 370.5% | $531.32万 | 加仓 |
| IEFA | ISHARES TR | $694.01万 | 0.80% | 76,661 | 32,495 | 73.6% | $294.18万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $695.57万 | 0.80% | 41,978 | 501 | 1.2% | $8.30万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $721.29万 | 0.83% | 127,257 | -2,155 | -1.7% | -$12.21万 | 减仓 |
| IWM | ISHARES TR | $724.09万 | 0.84% | 29,197 | 41 | 0.1% | $1.02万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $740.00万 | 0.85% | 83,654 | 3,487 | 4.3% | $30.85万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $740.78万 | 0.86% | 159,652 | 21,887 | 15.9% | $101.56万 | 加仓 |
| EFA | ISHARES TR | $743.55万 | 0.86% | 76,552 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $766.70万 | 0.89% | 71,454 | 1,889 | 2.7% | $20.27万 | 加仓 |
| QLTY | GMO ETF TRUST | $771.38万 | 0.89% | 213,207 | 27,182 | 14.6% | $98.34万 | 加仓 |
| IWF | ISHARES TR | $776.83万 | 0.90% | 18,218 | -17 | -0.1% | -$7,249 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $793.27万 | 0.92% | 258,563 | 962 | 0.4% | $2.95万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $880.61万 | 1.02% | 390,515 | 7,773 | 2.0% | $17.53万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $880.78万 | 1.02% | 69,367 | -18 | -0.0% | -$2,286 | 减仓 |
| USMV | ISHARES TR | $903.14万 | 1.04% | 97,384 | -4,191 | -4.1% | -$38.87万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $917.07万 | 1.06% | 47,784 | -4,789 | -9.1% | -$91.91万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $944.15万 | 1.09% | 260,241 | 49,034 | 23.2% | $177.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $988.16万 | 1.14% | 158,233 | 632 | 0.4% | $3.95万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,017.26万 | 1.17% | 185,589 | 9 | 0.0% | $493 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,033.44万 | 1.19% | 37,948 | 244 | 0.6% | $6.64万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,051.24万 | 1.21% | 206,896 | 1,732 | 0.8% | $8.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,128.25万 | 1.30% | 19,548 | 61 | 0.3% | $3.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,155.76万 | 1.33% | 19,340 | 383 | 2.0% | $22.89万 | 加仓 |
| CSHI | NEOS ETF TRUST | $1,193.26万 | 1.38% | 239,707 | 183,776 | 328.6% | $914.84万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1,340.85万 | 1.55% | 143,161 | 416 | 0.3% | $3.90万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1,393.12万 | 1.61% | 319,084 | 8,972 | 2.9% | $39.17万 | 加仓 |
| XT | ISHARES TR | $1,470.20万 | 1.70% | 215,732 | 4,427 | 2.1% | $30.17万 | 加仓 |
| IWB | ISHARES TR | $1,490.05万 | 1.72% | 41,790 | -446 | -1.1% | -$15.90万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,567.62万 | 1.81% | 296,618 | -15,992 | -5.1% | -$84.52万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,579.59万 | 1.82% | 114,199 | -660 | -0.6% | -$9.13万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,600.98万 | 1.85% | 207,231 | 28,745 | 16.1% | $222.07万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,664.04万 | 1.92% | 172,083 | -6,389 | -3.6% | -$61.78万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1,693.70万 | 1.96% | 683,218 | 157,342 | 29.9% | $390.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,864.41万 | 2.15% | 28,668 | -1,016 | -3.4% | -$66.08万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,057.75万 | 2.38% | 218,352 | 27,171 | 14.2% | $256.06万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,297.69万 | 2.65% | 540,125 | 32,684 | 6.4% | $139.04万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,492.47万 | 2.88% | 121,111 | 480 | 0.4% | $9.88万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $2,636.59万 | 3.04% | 564,096 | -22,574 | -3.8% | -$105.51万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,674.37万 | 3.09% | 365,651 | -11,913 | -3.2% | -$87.13万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $2,895.95万 | 3.34% | 1,585,086 | 6,175 | 0.4% | $11.28万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,183.96万 | 3.68% | 632,115 | -23,749 | -3.6% | -$119.62万 | 重新持有 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $3,591.32万 | 4.15% | 763,623 | 833 | 0.1% | $3.92万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,171.85万 | 4.82% | 130,731 | 2,356 | 1.8% | $75.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,749.83万 | 5.48% | 220,861 | -5,110 | -2.3% | -$109.90万 | 减仓 |