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 |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC | $8,800 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8,864 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $8,868 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $8,891 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $8,899 | 0.00% | 426 | 312 | 273.7% | $6,518 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $9,010 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $9,051 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $9,080 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $9,199 | 0.00% | 379 | 379 | — | $9,199 | 新建仓 |
| NEM | NEWMONT CORP | $9,225 | 0.00% | 85 | -85 | -50.0% | -$9,225 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $9,276 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $9,399 | 0.00% | 67 | -40 | -37.4% | -$5,611 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $9,415 | 0.00% | 32 | -32 | -50.0% | -$9,415 | 减仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $9,435 | 0.00% | 896 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $9,469 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $9,480 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $9,619 | 0.00% | 60 | -216 | -78.3% | -$3.46万 | 减仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $9,619 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $9,623 | 0.00% | 247 | 247 | — | $9,623 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $9,638 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $9,696 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $9,729 | 0.00% | 188 | 188 | — | $9,729 | 新建仓 |
| SPEU | SPDR INDEX SHS FDS | $9,750 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $9,772 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $9,830 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $9,984 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $9,990 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1.00万 | 0.00% | 41 | -12 | -22.6% | -$2,929 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $1.01万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $1.01万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.01万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.01万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $1.03万 | 0.00% | 648 | 188 | 40.9% | $2,976 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.03万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1.03万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE TRADED FD | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPBO | SPDR SER TR | $1.03万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V | $1.04万 | 0.00% | 100 | 100 | — | $1.04万 | 新建仓 |
| IUSG | ISHARES TR | $1.04万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $1.04万 | 0.00% | 120 | 120 | — | $1.04万 | 新建仓 |
| PWR | QUANTA SVCS INC | $1.04万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1.06万 | 0.00% | 309 | -4,050 | -92.9% | -$13.94万 | 减仓 |
| PAYX | PAYCHEX INC | $1.07万 | 0.00% | 116 | -24 | -17.1% | -$2,211 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.08万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $1.09万 | 0.00% | 100 | 100 | — | $1.09万 | 新建仓 |
| XCHYX | CALAMOS CONV HIGH INCOME F | $1.10万 | 0.00% | 1,009 | -991 | -49.5% | -$1.08万 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $1.10万 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.10万 | 0.00% | 46 | 30 | 187.5% | $7,200 | 加仓 |
| IUSV | ISHARES TR | $1.10万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $1.11万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $1.12万 | 0.00% | 545 | 545 | — | $1.12万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1.13万 | 0.00% | 127 | -101 | -44.3% | -$8,950 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $1.13万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1.13万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.14万 | 0.00% | 174 | 20 | 13.0% | $1,306 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.14万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SER TR | $1.14万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| — | MONTAUK RENEWABLES INC | $1.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CREDIT COMPANY I | $1.17万 | 0.00% | 3,101 | -2,199 | -41.5% | -$8,268 | 减仓 |
| — | ORAMED PHARMACEUTICALS INC | $1.17万 | 0.00% | 3,429 | 229 | 7.2% | $779 | 加仓 |
| SUN | SUNOCO LP SUNOCO FIN CORP | $1.18万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | SURO CAPITAL CORP | $1.18万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $1.18万 | 0.00% | 600 | 600 | — | $1.18万 | 新建仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWAR | $1.20万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1.21万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $1.21万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.24万 | 0.00% | 85 | 1 | 1.2% | $146 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.24万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.26万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SER TR | $1.26万 | 0.00% | 278 | 1 | 0.4% | $45 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $1.26万 | 0.00% | 300 | 300 | — | $1.26万 | 新建仓 |
| RUM | RUMBLE INC | $1.29万 | 0.00% | 2,527 | 238 | 10.4% | $1,214 | 加仓 |
| UTF | COHEN STEERS INFRASTRUCTUR | $1.29万 | 0.00% | 500 | 500 | — | $1.29万 | 新建仓 |
| JKHY | HENRY JACK ASSOC INC | $1.30万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.30万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $1.33万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.33万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.34万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SER TR | $1.35万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.35万 | 0.00% | 295 | 27 | 10.1% | $1,237 | 加仓 |
| NKE | NIKE INC | $1.36万 | 0.00% | 258 | -83 | -24.3% | -$4,386 | 减仓 |
| MP | MP MATERIALS CORP | $1.37万 | 0.00% | 284 | 271 | 2,084.6% | $1.31万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.37万 | 0.00% | 120 | 1 | 0.8% | $114 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $1.37万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $1.38万 | 0.00% | 3,910 | -98 | -2.4% | -$345 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.38万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.39万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.40万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1.41万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $1.41万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.41万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1.41万 | 0.00% | 542 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $1.43万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.43万 | 0.00% | 39 | 12 | 44.4% | $4,413 | 加仓 |
| COMP | COMPASS INC | $1.44万 | 0.00% | 1,974 | 1,974 | — | $1.44万 | 新建仓 |
| VTR | VENTAS INC | $1.46万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $1.47万 | 0.00% | 252 | 252 | — | $1.47万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $1.47万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |