N.E.W. Advisory Services LLC
DE PERE WI · SEC CIK 0001803456
$14.95亿2026Q2 申报市值
980持仓数
52.6%前十大占比 · 第一大 18.8%
106 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPST 加仓+$569.38万
IAGG 加仓+$489.68万
BND 加仓+$460.05万
DFAX 加仓+$278.65万
SPAB 加仓+$241.67万
2026Q2 卖出最多 按季末市值估算
SPYM 减仓-$593.71万
VIOV 减仓-$341.88万
JCPB 减仓-$177.28万
NVDA 减仓-$146.59万
TFLR 减仓-$84.26万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,196.96万 | 0.80% | 89,828 | 3,088 | 3.6% | $41.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,213.53万 | 0.81% | 140,879 | -1,771 | -1.2% | -$15.26万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1,317.98万 | 0.88% | 143,330 | 4,854 | 3.5% | $44.63万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,382.24万 | 0.92% | 89,587 | 3,932 | 4.6% | $60.67万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $1,399.95万 | 0.94% | 95,468 | 3,162 | 3.4% | $46.37万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $1,632.31万 | 1.09% | 343,427 | 4,333 | 1.3% | $20.59万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,858.42万 | 1.24% | 358,906 | -8,471 | -2.3% | -$43.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,987.15万 | 1.33% | 39,712 | -603 | -1.5% | -$30.17万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,072.19万 | 1.39% | 84,163 | -62 | -0.1% | -$1.53万 | 减仓 |
| AAPL | APPLE INC | $2,140.58万 | 1.43% | 73,976 | 6,339 | 9.4% | $183.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,188.29万 | 1.46% | 31,862 | 2,172 | 7.3% | $149.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,666.01万 | 1.78% | 600,995 | 596 | 0.1% | $2.64万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,013.32万 | 2.02% | 598,000 | -7,577 | -1.3% | -$38.18万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $3,139.56万 | 2.10% | 267,584 | -29,138 | -9.8% | -$341.88万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,665.40万 | 2.45% | 293,796 | 8,424 | 3.0% | $105.10万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,707.87万 | 2.48% | 406,520 | 15,848 | 4.1% | $144.55万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,019.56万 | 2.69% | 547,549 | 62,669 | 12.9% | $460.05万 | 加仓 |
| SPTM | SPDR SER TR | $4,290.92万 | 2.87% | 472,621 | 16,485 | 3.6% | $149.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,758.10万 | 3.18% | 556,568 | 15,005 | 2.8% | $128.28万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,154.89万 | 3.45% | 1,399,265 | 75,639 | 5.7% | $278.65万 | 加仓 |
| SPAB | SPDR SER TR | $5,627.84万 | 3.76% | 2,205,265 | 94,699 | 4.5% | $241.67万 | 加仓 |
| SPYV | SPDR SER TR | $5,939.84万 | 3.97% | 977,108 | -11,368 | -1.2% | -$69.11万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $6,434.55万 | 4.30% | 1,272,405 | 112,592 | 9.7% | $569.38万 | 加仓 |
| IAGG | ISHARES TR | $6,614.35万 | 4.42% | 1,307,184 | 96,775 | 8.0% | $489.68万 | 加仓 |
| SPYM | SPDR SER TR | $7,706.68万 | 5.15% | 876,954 | -67,559 | -7.2% | -$593.71万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.81亿 | 18.78% | 758,657 | -388 | -0.1% | -$14.36万 | 减仓 |