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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $0 | 0.00% | 0 | -7,872 | -100.0% | -$42.55万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $6.41万 | 0.01% | 11,446 | 0 | 0.0% | — | 重新持有 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $7.79万 | 0.01% | 13,368 | 29 | 0.2% | $169 | 重新持有 |
| EMXC | ISHARES INC | $20.22万 | 0.02% | 2,570 | 2,570 | — | $20.22万 | 新建仓 |
| IWS | ISHARES TR | $20.28万 | 0.02% | 1,391 | -228 | -14.1% | -$3.32万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $20.53万 | 0.02% | 44,347 | 0 | 0.0% | — | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $20.59万 | 0.02% | 7,080 | 1 | 0.0% | $29 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $21.37万 | 0.02% | 8,561 | 77 | 0.9% | $1,923 | 加仓 |
| PTLC | PACER FDS TR | $21.55万 | 0.02% | 4,108 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.22万 | 0.03% | 4,624 | 18 | 0.4% | $865 | 加仓 |
| IUSV | ISHARES TR | $22.44万 | 0.03% | 2,195 | 9 | 0.4% | $920 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $22.46万 | 0.03% | 20,000 | 0 | 0.0% | — | 重新持有 |
| IBDT | ISHARES TR | $22.56万 | 0.03% | 8,908 | 65 | 0.7% | $1,646 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.69万 | 0.03% | 9,039 | 4 | 0.0% | $100 | 加仓 |
| IBHF | ISHARES TR | $22.76万 | 0.03% | 9,918 | 98 | 1.0% | $2,249 | 加仓 |
| QUAL | ISHARES TR | $23.05万 | 0.03% | 1,201 | 109 | 10.0% | $2.09万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $23.17万 | 0.03% | 5,049 | 8 | 0.2% | $367 | 加仓 |
| IUSG | ISHARES TR | $23.25万 | 0.03% | 1,499 | 2 | 0.1% | $310 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $23.51万 | 0.03% | 1,454 | 3 | 0.2% | $485 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.62万 | 0.03% | 8,480 | 3 | 0.0% | $84 | 加仓 |
| VBK | VANGUARD INDEX FDS | $23.70万 | 0.03% | 784 | 1 | 0.1% | $302 | 加仓 |
| VOE | VANGUARD INDEX FDS | $24.44万 | 0.03% | 1,326 | 1 | 0.1% | $184 | 加仓 |
| XBI | SPDR SERIES TRUST | $25.22万 | 0.03% | 1,975 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $25.37万 | 0.03% | 5,674 | 22 | 0.4% | $984 | 加仓 |
| VOT | VANGUARD INDEX FDS | $25.92万 | 0.03% | 1,007 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $26.03万 | 0.03% | 5,103 | 43 | 0.8% | $2,193 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $26.41万 | 0.03% | 2,977 | -215 | -6.7% | -$1.91万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $27.69万 | 0.03% | 5,658 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $28.12万 | 0.03% | 7,900 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $28.51万 | 0.03% | 7,452 | 85 | 1.2% | $3,252 | 加仓 |
| — | NEOS ETF TRUST | $28.51万 | 0.03% | 5,035 | 5,035 | — | $28.51万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $29.93万 | 0.03% | 8,425 | 8,425 | — | $29.93万 | 新建仓 |
| IWP | ISHARES TR | $30.11万 | 0.03% | 2,350 | -245 | -9.4% | -$3.14万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $30.12万 | 0.03% | 4,340 | 8 | 0.2% | $555 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $30.41万 | 0.04% | 746 | 1 | 0.1% | $408 | 加仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $30.57万 | 0.04% | 60,287 | 1,345 | 2.3% | $6,819 | 加仓 |
| DEM | WISDOMTREE TR | $31.07万 | 0.04% | 6,252 | 3 | 0.0% | $149 | 加仓 |
| IGEB | ISHARES TR | $31.08万 | 0.04% | 6,898 | 55 | 0.8% | $2,478 | 加仓 |
| INFL | LISTED FDS TR | $31.12万 | 0.04% | 5,977 | -1,768 | -22.8% | -$9.20万 | 减仓 |
| QUS | SPDR SERIES TRUST | $31.25万 | 0.04% | 1,821 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $31.78万 | 0.04% | 1,676 | 3 | 0.2% | $569 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.89万 | 0.04% | 5,206 | 13 | 0.3% | $796 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $34.60万 | 0.04% | 3,026 | 9 | 0.3% | $1,029 | 加仓 |
| MINT | PIMCO ETF TR | $34.74万 | 0.04% | 3,454 | 35 | 1.0% | $3,520 | 加仓 |
| HYG | ISHARES TR | $34.92万 | 0.04% | 4,389 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $35.78万 | 0.04% | 6,477 | 39 | 0.6% | $2,154 | 加仓 |
| VBR | VANGUARD INDEX FDS | $36.00万 | 0.04% | 1,657 | 10 | 0.6% | $2,173 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $36.10万 | 0.04% | 42,366 | 231 | 0.5% | $1,968 | 重新持有 |
| FLDR | FIDELITY MERRIMACK STR TR | $36.42万 | 0.04% | 7,277 | 76 | 1.1% | $3,804 | 加仓 |
| OEF | ISHARES TR | $38.23万 | 0.04% | 1,202 | 1 | 0.1% | $318 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $39.06万 | 0.05% | 7,994 | 7,994 | — | $39.06万 | 新建仓 |
| IJR | ISHARES TR | $39.27万 | 0.05% | 3,159 | 1 | 0.0% | $124 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $39.43万 | 0.05% | 52,431 | -1,200 | -2.2% | -$9,024 | 重新持有 |
| ESGD | ISHARES TR | $41.28万 | 0.05% | 4,317 | -1,016 | -19.1% | -$9.72万 | 减仓 |
| HDV | ISHARES TR | $41.77万 | 0.05% | 3,077 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $42.03万 | 0.05% | 6,678 | 4 | 0.1% | $252 | 加仓 |
| BLOK | AMPLIFY ETF TR | $42.60万 | 0.05% | 8,552 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $44.29万 | 0.05% | 6,349 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $47.75万 | 0.06% | 43,327 | 0 | 0.0% | — | 重新持有 |
| VONG | VANGUARD SCOTTSDALE FDS | $48.45万 | 0.06% | 4,417 | 6 | 0.1% | $658 | 加仓 |
| DGRO | ISHARES TR | $48.71万 | 0.06% | 6,940 | 19 | 0.3% | $1,333 | 加仓 |
| — | ETF SER SOLUTIONS | $49.98万 | 0.06% | 20,245 | 250 | 1.3% | $6,172 | 加仓 |
| XAR | SPDR SERIES TRUST | $51.15万 | 0.06% | 2,014 | -385 | -16.0% | -$9.78万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $51.84万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $52.90万 | 0.06% | 1,440 | 2 | 0.1% | $735 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $53.62万 | 0.06% | 33,160 | 594 | 1.8% | $9,605 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $56.24万 | 0.06% | 7,637 | 42 | 0.6% | $3,093 | 加仓 |
| — | NEOS ETF TRUST | $56.39万 | 0.07% | 17,203 | 17,203 | — | $56.39万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $56.54万 | 0.07% | 1,892 | 1 | 0.1% | $299 | 加仓 |
| — | VANECK ETF TRUST | $57.20万 | 0.07% | 55,755 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $57.50万 | 0.07% | 12,645 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $57.90万 | 0.07% | 2,647 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $58.77万 | 0.07% | 23,745 | 0 | 0.0% | — | 不变 |
| EVSM | MORGAN STANLEY ETF TRUST | $63.97万 | 0.07% | 12,745 | 689 | 5.7% | $3.46万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $63.99万 | 0.07% | 8,387 | 2 | 0.0% | $153 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $64.84万 | 0.07% | 59,596 | 914 | 1.6% | $9,944 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $64.92万 | 0.07% | 24,389 | 170 | 0.7% | $4,525 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $67.36万 | 0.08% | 25,032 | 231 | 0.9% | $6,216 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $68.10万 | 0.08% | 26,561 | 61 | 0.2% | $1,564 | 加仓 |
| SOXX | ISHARES TR | $72.71万 | 0.08% | 2,212 | 1 | 0.0% | $329 | 加仓 |
| AOR | ISHARES TR | $75.42万 | 0.09% | 11,721 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $76.87万 | 0.09% | 5,077 | 25 | 0.5% | $3,785 | 加仓 |
| MGV | VANGUARD WORLD FD | $77.23万 | 0.09% | 5,328 | 29 | 0.5% | $4,203 | 加仓 |
| EMB | ISHARES TR | $78.14万 | 0.09% | 8,319 | -180 | -2.1% | -$1.69万 | 减仓 |
| IAUM | ISHARES GOLD TR | $78.33万 | 0.09% | 16,772 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $82.80万 | 0.10% | 5,785 | 0 | 0.0% | — | 不变 |
| GINN | GOLDMAN SACHS ETF TR | $85.78万 | 0.10% | 12,559 | 38 | 0.3% | $2,596 | 加仓 |
| SHLD | GLOBAL X FDS | $88.62万 | 0.10% | 12,511 | 3,718 | 42.3% | $26.34万 | 加仓 |
| — | NEOS ETF TRUST | $97.84万 | 0.11% | 17,205 | 17,205 | — | $97.84万 | 新建仓 |
| ARKK | ARK ETF TR | $102.30万 | 0.12% | 15,136 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $109.50万 | 0.13% | 5,186 | 8 | 0.2% | $1,689 | 加仓 |
| HEDJ | WISDOMTREE TR | $109.88万 | 0.13% | 21,010 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $112.95万 | 0.13% | 37,251 | 514 | 1.4% | $1.56万 | 加仓 |
| IDEV | ISHARES TR | $113.89万 | 0.13% | 13,628 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $115.01万 | 0.13% | 25,072 | 9 | 0.0% | $413 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $119.65万 | 0.14% | 26,141 | 133 | 0.5% | $6,087 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $120.64万 | 0.14% | 9,078 | 9 | 0.1% | $1,196 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $122.91万 | 0.14% | 24,194 | 287 | 1.2% | $1.46万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $123.13万 | 0.14% | 33,947 | 1,566 | 4.8% | $5.68万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $123.31万 | 0.14% | 19,626 | -251 | -1.3% | -$1.58万 | 减仓 |