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 |
|---|---|---|---|---|---|---|---|---|
| JEF | JEFFERIES FINL GROUP INC | $1,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $1,001 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1,002 | 0.00% | 9 | 9 | — | $1,002 | 新建仓 |
| IGIB | ISHARES TR | $1,010 | 0.00% | 19 | 19 | — | $1,010 | 新建仓 |
| STT | STATE STR CORP | $1,018 | 0.00% | 6 | 6 | — | $1,018 | 新建仓 |
| BSY | BENTLEY SYS INC | $1,046 | 0.00% | 35 | -294 | -89.4% | -$8,786 | 重新持有 |
| AFL | AFLAC INC | $1,055 | 0.00% | 9 | 9 | — | $1,055 | 新建仓 |
| USMV | ISHARES TR | $1,061 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $1,071 | 0.00% | 13 | 13 | — | $1,071 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,077 | 0.00% | 3 | 3 | — | $1,077 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,083 | 0.00% | 21 | 21 | — | $1,083 | 新建仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,090 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1,100 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $1,118 | 0.00% | 10 | -27 | -73.0% | -$3,019 | 减仓 |
| — | BEAZER HOMES USA INC | $1,122 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $1,134 | 0.00% | 15 | 15 | — | $1,134 | 新建仓 |
| UPST | UPSTART HLDGS INC | $1,205 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORP | $1,209 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1,212 | 0.00% | 7 | 7 | — | $1,212 | 新建仓 |
| ILCV | ISHARES TR | $1,215 | 0.00% | 12 | 3 | 33.3% | $304 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $1,236 | 0.00% | 8 | 8 | — | $1,236 | 新建仓 |
| FLG | FLAGSTAR FINANCIAL INC | $1,240 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $1,244 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1,256 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK CO INC | $1,261 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $1,273 | 0.00% | 18 | 18 | — | $1,273 | 新建仓 |
| UAA | UNDER ARMOUR INC | $1,278 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $1,299 | 0.00% | 138 | -497 | -78.3% | -$4,678 | 减仓 |
| SRTA | BLADE AIR MOBILITY INC | $1,302 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S P 500 DYNAMIC OVERW | $1,305 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $1,320 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $1,323 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $1,334 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1,344 | 0.00% | 22 | 22 | — | $1,344 | 新建仓 |
| AI | C3 AI INC | $1,345 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,354 | 0.00% | 4 | 4 | — | $1,354 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,360 | 0.00% | 21 | 21 | — | $1,360 | 新建仓 |
| WAB | WABTEC | $1,361 | 0.00% | 5 | -610 | -99.2% | -$16.60万 | 减仓 |
| XYZ | BLOCK INC | $1,368 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $1,371 | 0.00% | 395 | 395 | — | $1,371 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,390 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS INC | $1,416 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| — | GOHEALTH INC | $1,420 | 0.00% | 3,679 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $1,426 | 0.00% | 11 | 11 | — | $1,426 | 新建仓 |
| DEO | DIAGEO PLC | $1,447 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1,473 | 0.00% | 3 | 3 | — | $1,473 | 新建仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $1,483 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $1,490 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,490 | 0.00% | 3 | 3 | — | $1,490 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $1,518 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $1,593 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $1,616 | 0.00% | 12 | 12 | — | $1,616 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,636 | 0.00% | 19 | 7 | 58.3% | $603 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $1,716 | 0.00% | 25 | 25 | — | $1,716 | 新建仓 |
| AA | ALCOA CORP | $1,721 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD | $1,738 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1,738 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $1,743 | 0.00% | 6 | 6 | — | $1,743 | 新建仓 |
| OGN | ORGANON CO | $1,747 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,749 | 0.00% | 39 | 39 | — | $1,749 | 新建仓 |
| CNX | CNX RES CORP | $1,764 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $1,792 | 0.00% | 40 | 16 | 66.7% | $717 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,793 | 0.00% | 11 | 11 | — | $1,793 | 新建仓 |
| INSM | INSMED INC | $1,813 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $1,856 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1,930 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $1,932 | 0.00% | 100 | 50 | 100.0% | $966 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,934 | 0.00% | 21 | 21 | — | $1,934 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,949 | 0.00% | 9 | 9 | — | $1,949 | 新建仓 |
| MDT | MEDTRONIC PLC | $1,956 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $1,963 | 0.00% | 12 | 12 | — | $1,963 | 新建仓 |
| TMFC | RBB FD INC | $1,980 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $1,980 | 0.00% | 17 | 17 | — | $1,980 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,983 | 0.00% | 6 | 6 | — | $1,983 | 新建仓 |
| BX | BLACKSTONE INC | $2,000 | 0.00% | 17 | -114 | -87.0% | -$1.34万 | 减仓 |
| MRSH | MARSH MCLENNAN COS INC | $2,000 | 0.00% | 12 | 12 | — | $2,000 | 新建仓 |
| FND | FLOOR DECOR HLDGS INC | $2,018 | 0.00% | 34 | 34 | — | $2,018 | 新建仓 |
| SPTL | SPDR SER TR | $2,035 | 0.00% | 78 | 17 | 27.9% | $444 | 加仓 |
| HAL | HALLIBURTON CO | $2,037 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $2,050 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SPLB | SPDR SER TR | $2,050 | 0.00% | 92 | 2 | 2.2% | $45 | 加仓 |
| QS | QUANTUMSCAPE CORP | $2,056 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2,087 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $2,145 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $2,146 | 0.00% | 431 | -588 | -57.7% | -$2,928 | 减仓 |
| SPIP | SPDR SER TR | $2,148 | 0.00% | 84 | 2 | 2.4% | $51 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,167 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2,167 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $2,173 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO SA PETRO | $2,196 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $2,220 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,250 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2,250 | 0.00% | 6 | 6 | — | $2,250 | 新建仓 |
| — | BAOZUN INC | $2,264 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $2,265 | 0.00% | 5 | 5 | — | $2,265 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $2,289 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $2,308 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $2,369 | 0.00% | 30 | -81 | -73.0% | -$6,396 | 减仓 |
| HLN | HALEON PLC | $2,398 | 0.00% | 257 | 257 | — | $2,398 | 新建仓 |
| — | AVANOS MED INC | $2,413 | 0.00% | 97 | 0 | 0.0% | — | 不变 |