N.E.W. Advisory Services LLC
DE PERE WI · SEC CIK 0001803456
$13.37亿2026Q1 申报市值
914持仓数
52.6%前十大占比 · 第一大 18.2%
62 / 39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
AVLV 加仓+$3,071.42万
VTI 加仓+$1,232.17万
JPIE 加仓+$847.81万
TMSL 加仓+$804.50万
TSPA 加仓+$674.60万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$3,024.40万
SCHM 减仓-$1,001.95万
SCHG 减仓-$914.71万
JQUA 减仓-$680.58万
THYF 减仓-$653.53万
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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK CO INC | $1,261 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $1,281 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $1,295 | 0.00% | 1,619 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $1,295 | 0.00% | 250 | 150 | 150.0% | $777 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1,311 | 0.00% | 24 | -18 | -42.9% | -$983 | 减仓 |
| SFL | SFL CORPORATION LTD | $1,316 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $1,332 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $1,334 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1,340 | 0.00% | 18 | -18 | -50.0% | -$1,340 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1,342 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $1,359 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $1,377 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,389 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLS GROUP INC | $1,396 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $1,464 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $1,485 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1,506 | 0.00% | 60 | 60 | — | $1,506 | 新建仓 |
| SG | SWEETGREEN INC | $1,531 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $1,546 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SER TR | $1,603 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $1,715 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1,722 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $1,735 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,780 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $1,818 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $1,830 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $1,873 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $1,892 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| — | BAOZUN INC | $1,912 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1,926 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1,936 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1,987 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,990 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $2,005 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $2,006 | 0.00% | 32 | -24 | -42.9% | -$1,504 | 减仓 |
| SPLB | SPDR SER TR | $2,006 | 0.00% | 90 | 1 | 1.1% | $22 | 加仓 |
| TRGP | TARGA RES CORP | $2,006 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,029 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SER TR | $2,128 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD | $2,144 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2,166 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $2,189 | 0.00% | 33 | 33 | — | $2,189 | 新建仓 |
| U | UNITY SOFTWARE INC | $2,194 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NOVA MINERALS LTD | $2,219 | 0.00% | 378 | 100 | 36.0% | $587 | 加仓 |
| KRE | SPDR SER TR | $2,280 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $2,288 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $2,317 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $2,338 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2,339 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $2,357 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,372 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2,388 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2,401 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $2,423 | 0.00% | 216 | 166 | 332.0% | $1,862 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $2,426 | 0.00% | 120 | 15 | 14.3% | $303 | 加仓 |
| WD | WALKER DUNLOP INC | $2,462 | 0.00% | 55 | -48 | -46.6% | -$2,149 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,467 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $2,484 | 0.00% | 70 | 20 | 40.0% | $710 | 加仓 |
| IWO | ISHARES TR | $2,510 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $2,573 | 0.00% | 320 | 320 | — | $2,573 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2,579 | 0.00% | 108 | 108 | — | $2,579 | 新建仓 |
| DVA | DAVITA INC | $2,613 | 0.00% | 17 | 17 | — | $2,613 | 新建仓 |
| TOST | TOAST INC | $2,651 | 0.00% | 100 | 40 | 66.7% | $1,060 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $2,732 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $2,739 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $2,780 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO SA PETRO | $2,813 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2,839 | 0.00% | 30 | -592 | -95.2% | -$5.60万 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,911 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $2,983 | 0.00% | 3,854 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $3,002 | 0.00% | 432 | 144 | 50.0% | $1,001 | 加仓 |
| IGF | ISHARES TR | $3,015 | 0.00% | 45 | -14 | -23.7% | -$938 | 减仓 |
| — | U S GOLD CORP | $3,038 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $3,078 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $3,097 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HOLDINGS INC | $3,104 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $3,210 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3,232 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $3,258 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CCEP | COCA COLA EUROPACIFIC PARTNE | $3,311 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $3,368 | 0.00% | 37 | 27 | 270.0% | $2,458 | 加仓 |
| FOXA | FOX CORP | $3,387 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $3,390 | 0.00% | 60 | -15 | -20.0% | -$848 | 减仓 |
| PKG | PACKAGING CORP AMER | $3,396 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3,455 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3,544 | 0.00% | 12 | -11 | -47.8% | -$3,249 | 减仓 |
| — | KOSS CORP | $3,580 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3,731 | 0.00% | 53 | 53 | — | $3,731 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3,834 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $3,854 | 0.00% | 50 | 50 | — | $3,854 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC | $3,872 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $3,872 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3,897 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,939 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $3,961 | 0.00% | 97 | 10 | 11.5% | $408 | 加仓 |
| EWC | ISHARES INC | $4,000 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4,010 | 0.00% | 62 | -14 | -18.4% | -$905 | 减仓 |
| JOBY | JOBY AVIATION INC | $4,130 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4,151 | 0.00% | 17 | 17 | — | $4,151 | 新建仓 |
| KNG | FIRST TR EXCHANGE TRADED FD | $4,157 | 0.00% | 85 | -76 | -47.2% | -$3,717 | 减仓 |