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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TR EXCHANGE TRADED FD | $1.47万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.48万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDUSTRIES | $1.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 重新持有 |
| TEX | TEREX CORP NEW | $1.49万 | 0.00% | 252 | 1 | 0.4% | $59 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1.50万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA TECHNOLOGY GRO | $1.50万 | 0.00% | 1,621 | 24 | 1.5% | $223 | 加仓 |
| IREN | IREN LIMITED | $1.51万 | 0.00% | 440 | 300 | 214.3% | $1.03万 | 加仓 |
| BX | BLACKSTONE INC | $1.51万 | 0.00% | 131 | 65 | 98.5% | $7,494 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.52万 | 0.00% | 152 | 1 | 0.7% | $100 | 加仓 |
| WH | WYNDHAM HOTELS RESORTS INC | $1.53万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.55万 | 0.00% | 807 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $1.56万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $1.56万 | 0.00% | 181 | 1 | 0.6% | $86 | 加仓 |
| PINS | PINTEREST INC | $1.57万 | 0.00% | 854 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $1.57万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.57万 | 0.00% | 90 | 75 | 500.0% | $1.31万 | 重新持有 |
| ENS | ENERSYS | $1.58万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SER TR | $1.58万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1.59万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.61万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.62万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $1.64万 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1.64万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $1.65万 | 0.00% | 512 | 512 | — | $1.65万 | 新建仓 |
| MDY | SPDR S P MIDCAP 400 ETF TR | $1.65万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $1.67万 | 0.00% | 350 | 350 | — | $1.67万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1.71万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.72万 | 0.00% | 343 | 125 | 57.3% | $6,282 | 加仓 |
| S | SENTINELONE INC | $1.75万 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.75万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $1.76万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1.76万 | 0.00% | 2,925 | -2 | -0.1% | -$12 | 减仓 |
| PHM | PULTE GROUP INC | $1.77万 | 0.00% | 150 | 100 | 200.0% | $1.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.78万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.78万 | 0.00% | 351 | 213 | 154.3% | $1.08万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $1.81万 | 0.00% | 5,893 | 3,600 | 157.0% | $1.11万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $1.82万 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1.84万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORPORATION | $1.87万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC | $1.87万 | 0.00% | 1,605 | -321 | -16.7% | -$3,740 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $1.87万 | 0.00% | 1,324 | -1,076 | -44.8% | -$1.52万 | 减仓 |
| CCL | CARNIVAL CORP | $1.87万 | 0.00% | 724 | -198 | -21.5% | -$5,124 | 减仓 |
| HYG | ISHARES TR | $1.89万 | 0.00% | 237 | -45 | -16.0% | -$3,580 | 减仓 |
| IWR | ISHARES TR | $1.91万 | 0.00% | 196 | 10 | 5.4% | $972 | 加仓 |
| — | EAGLE POINT INCOME COMPANY I | $1.91万 | 0.00% | 2,024 | -1,976 | -49.4% | -$1.86万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1.91万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.93万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.95万 | 0.00% | 164 | 20 | 13.9% | $2,372 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.95万 | 0.00% | 69 | 1 | 1.5% | $282 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $1.95万 | 0.00% | 508 | 2 | 0.4% | $77 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.97万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.98万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES PLATINUM TR | $2.01万 | 0.00% | 1,061 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $2.01万 | 0.00% | 434 | -433 | -49.9% | -$2.01万 | 减仓 |
| FAST | FASTENAL CO | $2.03万 | 0.00% | 438 | -433 | -49.7% | -$2.01万 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $2.03万 | 0.00% | 1,638 | 910 | 125.0% | $1.13万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2.05万 | 0.00% | 240 | -240 | -50.0% | -$2.05万 | 减仓 |
| — | SPECTRAL AI INC | $2.06万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2.07万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $2.07万 | 0.00% | 2,160 | 8 | 0.4% | $77 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $2.08万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $2.09万 | 0.00% | 420 | 420 | — | $2.09万 | 新建仓 |
| BMI | BADGER METER INC | $2.15万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $2.17万 | 0.00% | 263 | 1 | 0.4% | $83 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $2.18万 | 0.00% | 2,000 | 2,000 | — | $2.18万 | 新建仓 |
| OKLO | OKLO INC | $2.18万 | 0.00% | 440 | 400 | 1,000.0% | $1.98万 | 加仓 |
| BHP | BHP GROUP LTD | $2.18万 | 0.00% | 300 | 300 | — | $2.18万 | 新建仓 |
| FAD | FIRST TR MULTI CAP GROWTH AL | $2.19万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD FINL SVCS GROUP INC | $2.20万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $2.22万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $2.22万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $2.25万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $2.26万 | 0.00% | 295 | 295 | — | $2.26万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $2.27万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| JD | JD COM INC | $2.28万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2.29万 | 0.00% | 794 | -10 | -1.2% | -$288 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $2.29万 | 0.00% | 490 | 490 | — | $2.29万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $2.30万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SSNC | SS C TECHNOLOGIES HLDGS INC | $2.37万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $2.37万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $2.39万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO MTN BE | $2.40万 | 0.00% | 981 | 225 | 29.8% | $5,497 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2.41万 | 0.00% | 147 | 1 | 0.7% | $164 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $2.41万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $2.42万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $2.42万 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $2.49万 | 0.00% | 350 | -15 | -4.1% | -$1,069 | 减仓 |
| SYY | SYSCO CORP | $2.50万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2.51万 | 0.00% | 400 | -300 | -42.9% | -$1.88万 | 减仓 |
| CVNA | CARVANA CO | $2.52万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $2.52万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $2.54万 | 0.00% | 2,528 | -2,472 | -49.4% | -$2.48万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2.54万 | 0.00% | 366 | 20 | 5.8% | $1,386 | 加仓 |
| KEY | KEYCORP | $2.57万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $2.59万 | 0.00% | 120 | 80 | 200.0% | $1.73万 | 加仓 |
| — | AMPLIFY ETF TR | $2.61万 | 0.00% | 1,750 | 1,750 | — | $2.61万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.61万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $2.63万 | 0.00% | 272 | 4 | 1.5% | $386 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $2.65万 | 0.00% | 1,116 | 140 | 14.3% | $3,324 | 加仓 |