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 |
|---|---|---|---|---|---|---|---|---|
| HDB | HDFC BANK LTD | $2,428 | 0.00% | 94 | 94 | — | $2,428 | 新建仓 |
| GPN | GLOBAL PMTS INC | $2,467 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,492 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $2,517 | 0.00% | 8 | 8 | — | $2,517 | 新建仓 |
| MC | MOELIS CO | $2,551 | 0.00% | 39 | 39 | — | $2,551 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $2,568 | 0.00% | 105 | -15 | -12.5% | -$367 | 减仓 |
| E | ENI S P A | $2,577 | 0.00% | 55 | 55 | — | $2,577 | 新建仓 |
| SG | SWEETGREEN INC | $2,599 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SER TR | $2,620 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $2,651 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N V | $2,667 | 0.00% | 85 | 85 | — | $2,667 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,726 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $2,762 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,782 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $2,793 | 0.00% | 16 | 16 | — | $2,793 | 新建仓 |
| CDW | CDW CORP | $2,813 | 0.00% | 20 | 20 | — | $2,813 | 新建仓 |
| COR | CENCORA INC | $2,830 | 0.00% | 10 | 10 | — | $2,830 | 新建仓 |
| — | ELECTRONIC ARTS INC | $2,871 | 0.00% | 14 | 11 | 366.7% | $2,256 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,902 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $2,914 | 0.00% | 24 | 24 | — | $2,914 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $2,932 | 0.00% | 117 | 117 | — | $2,932 | 新建仓 |
| IGF | ISHARES TR | $2,997 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $3,003 | 0.00% | 25 | 25 | — | $3,003 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $3,010 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3,017 | 0.00% | 10 | 10 | — | $3,017 | 新建仓 |
| FOXA | FOX CORP | $3,025 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,043 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $3,060 | 0.00% | 1,000 | -7,000 | -87.5% | -$2.14万 | 减仓 |
| — | U S GOLD CORP | $3,066 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $3,078 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HOLDINGS INC | $3,084 | 0.00% | 383 | 7 | 1.9% | $56 | 加仓 |
| MKSI | MKS INSTRS INC | $3,114 | 0.00% | 7 | 7 | — | $3,114 | 新建仓 |
| LPG | DORIAN LPG LTD | $3,130 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $3,152 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $3,160 | 0.00% | 100 | 100 | — | $3,160 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $3,178 | 0.00% | 6 | 6 | — | $3,178 | 新建仓 |
| AIQ | GLOBAL X FDS | $3,287 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3,308 | 0.00% | 12 | 3 | 33.3% | $827 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,330 | 0.00% | 35 | 35 | — | $3,330 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,335 | 0.00% | 5 | 5 | — | $3,335 | 新建仓 |
| BRO | BROWN BROWN INC | $3,336 | 0.00% | 52 | 52 | — | $3,336 | 新建仓 |
| NGG | NATIONAL GRID PLC | $3,398 | 0.00% | 41 | -28 | -40.6% | -$2,321 | 重新持有 |
| — | QUANTUM SI INC | $3,411 | 0.00% | 3,854 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $3,529 | 0.00% | 25 | -42 | -62.7% | -$5,929 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $3,535 | 0.00% | 369 | 369 | — | $3,535 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3,580 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $3,602 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $3,607 | 0.00% | 38 | -13 | -25.5% | -$1,234 | 减仓 |
| CSL | CARLISLE COS INC | $3,628 | 0.00% | 10 | 10 | — | $3,628 | 新建仓 |
| CCEP | COCA COLA EUROPACIFIC PARTNE | $3,692 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $3,756 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $3,779 | 0.00% | 50 | -100 | -66.7% | -$7,558 | 减仓 |
| BBY | BEST BUY INC | $3,794 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $3,812 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3,835 | 0.00% | 9 | 9 | — | $3,835 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,844 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $3,850 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES | $3,872 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $3,893 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $3,983 | 0.00% | 15 | 15 | — | $3,983 | 新建仓 |
| — | KOSS CORP | $4,010 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $4,015 | 0.00% | 22 | -19 | -46.3% | -$3,468 | 减仓 |
| ROKU | ROKU INC | $4,144 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $4,208 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $4,271 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE TRADED FD | $4,310 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $4,311 | 0.00% | 520 | 88 | 20.4% | $730 | 加仓 |
| UBS | UBS GROUP AG | $4,312 | 0.00% | 87 | 87 | — | $4,312 | 新建仓 |
| — | UTSTARCOM HOLDINGS CORP | $4,358 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4,387 | 0.00% | 15 | 2 | 15.4% | $585 | 加仓 |
| XOP | SPDR SER TR | $4,389 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $4,460 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $4,480 | 0.00% | 16 | 11 | 220.0% | $3,080 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,484 | 0.00% | 169 | -9 | -5.1% | -$239 | 减仓 |
| URI | UNITED RENTALS INC | $4,538 | 0.00% | 4 | 4 | — | $4,538 | 新建仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $4,570 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $4,637 | 0.00% | 9 | 4 | 80.0% | $2,061 | 加仓 |
| MLI | MUELLER INDS INC | $4,671 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $4,689 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $4,740 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $4,873 | 0.00% | 1,100 | 23 | 2.1% | $102 | 加仓 |
| BCS | BARCLAYS PLC | $4,889 | 0.00% | 182 | 182 | — | $4,889 | 新建仓 |
| EMB | ISHARES TR | $4,918 | 0.00% | 51 | 43 | 537.5% | $4,147 | 加仓 |
| INDA | ISHARES TR | $4,939 | 0.00% | 100 | 100 | — | $4,939 | 新建仓 |
| — | VANECK ETF TRUST | $4,945 | 0.00% | 120 | -100 | -45.5% | -$4,121 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $4,957 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $4,979 | 0.00% | 314 | 1 | 0.3% | $16 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY I | $5,019 | 0.00% | 1,349 | -1,752 | -56.5% | -$6,518 | 减仓 |
| NWG | NATWEST GROUP PLC | $5,095 | 0.00% | 289 | 289 | — | $5,095 | 新建仓 |
| COHR | COHERENT CORP | $5,128 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $5,303 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $5,438 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,462 | 0.00% | 120 | 20 | 20.0% | $910 | 加仓 |
| MTUM | ISHARES TR | $5,485 | 0.00% | 16 | -30 | -65.2% | -$1.03万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $5,490 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $5,519 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $5,610 | 0.00% | 2,166 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,630 | 0.00% | 15 | 10 | 200.0% | $3,753 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,746 | 0.00% | 42 | 6 | 16.7% | $821 | 加仓 |
| CDE | COEUR MNG INC | $5,826 | 0.00% | 357 | 57 | 19.0% | $930 | 加仓 |