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 |
|---|---|---|---|---|---|---|---|---|
| MLI | MUELLER INDS INC | $4,210 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $4,229 | 0.00% | 313 | 197 | 169.8% | $2,662 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES | $4,256 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | UTSTARCOM HOLDINGS CORP | $4,270 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $4,325 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $4,357 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4,451 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $4,497 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $4,499 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,500 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAP LTD | $4,520 | 0.00% | 1,000 | -500 | -33.3% | -$2,260 | 重新持有 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $4,530 | 0.00% | 90 | -90 | -50.0% | -$4,530 | 减仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $4,552 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $4,605 | 0.00% | 500 | 500 | — | $4,605 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $4,640 | 0.00% | 400 | 400 | — | $4,640 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $4,685 | 0.00% | 260 | 260 | — | $4,685 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $4,719 | 0.00% | 36 | 17 | 89.5% | $2,228 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,737 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $4,758 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $4,911 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | LEGGETT PLATT INC | $4,940 | 0.00% | 500 | 500 | — | $4,940 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,944 | 0.00% | 146 | 146 | — | $4,944 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,994 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $5,030 | 0.00% | 1,077 | 45 | 4.4% | $210 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $5,065 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| EDD | MORGAN STANLEY EMERGING MKTS | $5,070 | 0.00% | 1,000 | 1,000 | — | $5,070 | 新建仓 |
| SPGI | S P GLOBAL INC | $5,104 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SER TR | $5,148 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $5,215 | 0.00% | 127 | 127 | — | $5,215 | 新建仓 |
| ICL | ICL GROUP LTD | $5,252 | 0.00% | 1,019 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,276 | 0.00% | 100 | -4 | -3.8% | -$211 | 减仓 |
| ADBE | ADOBE INC | $5,348 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | PEARL DIVER CREDIT COMPANY I | $5,361 | 0.00% | 510 | -490 | -49.0% | -$5,151 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $5,373 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $5,443 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $5,505 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $5,506 | 0.00% | 125 | -177 | -58.6% | -$7,796 | 减仓 |
| — | GOHEALTH INC | $5,555 | 0.00% | 3,679 | 0 | 0.0% | — | 不变 |
| — | SPDR SER TR | $5,560 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $5,610 | 0.00% | 1,000 | 1,000 | — | $5,610 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $5,622 | 0.00% | 8 | 8 | — | $5,622 | 新建仓 |
| CDE | COEUR MNG INC | $5,631 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $5,672 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK DECKER INC | $5,685 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $5,704 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $5,725 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $5,751 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,762 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $5,793 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $6,019 | 0.00% | 635 | 503 | 381.1% | $4,768 | 加仓 |
| WTFC | WINTRUST FINL CORP | $6,113 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $6,148 | 0.00% | 270 | 20 | 8.0% | $455 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $6,158 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6,219 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $6,247 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $6,253 | 0.00% | 3,860 | 19 | 0.5% | $31 | 加仓 |
| OSPN | ONESPAN INC | $6,318 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $6,375 | 0.00% | 50 | 25 | 100.0% | $3,188 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $6,440 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $6,476 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $6,498 | 0.00% | 2,166 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $6,540 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $6,750 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $6,813 | 0.00% | 50 | 50 | — | $6,813 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $6,880 | 0.00% | 500 | 500 | — | $6,880 | 新建仓 |
| MELI | MERCADOLIBRE INC | $6,916 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $7,007 | 0.00% | 1,020 | -28 | -2.7% | -$192 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $7,027 | 0.00% | 194 | 194 | — | $7,027 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $7,036 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYFI | AB ACTIVE ETFS INC | $7,041 | 0.00% | 189 | -384 | -67.0% | -$1.43万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $7,051 | 0.00% | 214 | 214 | — | $7,051 | 新建仓 |
| QUAL | ISHARES TR | $7,097 | 0.00% | 37 | 37 | — | $7,097 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $7,214 | 0.00% | 92 | -113 | -55.1% | -$8,861 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $7,244 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $7,276 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $7,354 | 0.00% | 66 | 66 | — | $7,354 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $7,376 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $7,461 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7,538 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $7,555 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $7,684 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7,841 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $7,916 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $7,937 | 0.00% | 111 | -213 | -65.7% | -$1.52万 | 减仓 |
| FTCB | FIRST TR EXCHANGE TRADED FD | $7,941 | 0.00% | 379 | -207 | -35.3% | -$4,337 | 减仓 |
| IFRA | ISHARES TR | $8,008 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| POWW | AMMO INC | $8,040 | 0.00% | 4,000 | 2,000 | 100.0% | $4,020 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $8,057 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $8,130 | 0.00% | 73 | 73 | — | $8,130 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $8,273 | 0.00% | 24 | -20 | -45.5% | -$6,894 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $8,300 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $8,303 | 0.00% | 142 | -84 | -37.2% | -$4,912 | 减仓 |
| IAT | ISHARES TR | $8,453 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $8,488 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $8,512 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8,519 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP | $8,640 | 0.00% | 2,052 | -1,948 | -48.7% | -$8,202 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8,672 | 0.00% | 410 | 250 | 156.2% | $5,288 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $8,732 | 0.00% | 517 | 256 | 98.1% | $4,324 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $8,788 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |