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 |
|---|---|---|---|---|---|---|---|---|
| REAL | THE REALREAL INC | $1.18万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.19万 | 0.00% | 289 | 31 | 12.0% | $1,272 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1.19万 | 0.00% | 192 | 50 | 35.2% | $3,088 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.19万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.19万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $1.19万 | 0.00% | 128 | 1 | 0.8% | $93 | 加仓 |
| IYF | ISHARES TR | $1.20万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $1.20万 | 0.00% | 121 | 1 | 0.8% | $99 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1.20万 | 0.00% | 650 | 390 | 150.0% | $7,227 | 加仓 |
| CLIP | GLOBAL X FDS | $1.21万 | 0.00% | 120 | 120 | — | $1.21万 | 新建仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $1.21万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1.22万 | 0.00% | 19 | 7 | 58.3% | $4,482 | 加仓 |
| PINS | PINTEREST INC | $1.22万 | 0.00% | 579 | -275 | -32.2% | -$5,783 | 减仓 |
| SUN | SUNOCO LP SUNOCO FIN CORP | $1.22万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.23万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.24万 | 0.00% | 75 | -80 | -51.6% | -$1.32万 | 减仓 |
| NRG | NRG ENERGY INC | $1.24万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $1.26万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA TECHNOLOGY GRO | $1.28万 | 0.00% | 1,654 | 33 | 2.0% | $255 | 加仓 |
| TFI | SPDR SER TR | $1.28万 | 0.00% | 280 | 2 | 0.7% | $92 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1.32万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDUSTRIES | $1.35万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $1.36万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.36万 | 0.00% | 110 | 46 | 71.9% | $5,688 | 加仓 |
| ALLE | ALLEGION PLC | $1.36万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $1.37万 | 0.00% | 171 | 171 | — | $1.37万 | 新建仓 |
| XCHYX | CALAMOS CONV HIGH INCOME F | $1.37万 | 0.00% | 1,009 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $1.38万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| — | SURO CAPITAL CORP | $1.38万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| UTF | COHEN STEERS INFRASTRUCTUR | $1.38万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1.42万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.43万 | 0.00% | 103 | 3 | 3.0% | $417 | 加仓 |
| DHI | D R HORTON INC | $1.43万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $1.44万 | 0.00% | 3,910 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.44万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1.44万 | 0.00% | 427 | 427 | — | $1.44万 | 新建仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $1.45万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.47万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SER TR | $1.47万 | 0.00% | 95 | 95 | — | $1.47万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.48万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1.48万 | 0.00% | 2,925 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SER TR | $1.50万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.52万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $1.53万 | 0.00% | 5,893 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.53万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.53万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.54万 | 0.00% | 112 | -38 | -25.3% | -$5,224 | 减仓 |
| ROL | ROLLINS INC | $1.54万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| — | MONTAUK RENEWABLES INC | $1.56万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.57万 | 0.00% | 204 | 30 | 17.2% | $2,315 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.58万 | 0.00% | 74 | 74 | — | $1.58万 | 新建仓 |
| VTR | VENTAS INC | $1.58万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS RESORTS INC | $1.58万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES PLATINUM TR | $1.59万 | 0.00% | 1,061 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.60万 | 0.00% | 40 | 1 | 2.6% | $399 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $1.61万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1.61万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.62万 | 0.00% | 49 | 3 | 6.5% | $990 | 加仓 |
| RUM | RUMBLE INC | $1.62万 | 0.00% | 2,560 | 33 | 1.3% | $209 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.64万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $1.64万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| — | ORAMED PHARMACEUTICALS INC | $1.65万 | 0.00% | 3,429 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE TRADED FD | $1.67万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.68万 | 0.00% | 353 | 2 | 0.6% | $95 | 加仓 |
| DTD | WISDOMTREE TR | $1.70万 | 0.00% | 182 | 1 | 0.6% | $93 | 加仓 |
| SYM | SYMBOTIC INC | $1.71万 | 0.00% | 381 | 381 | — | $1.71万 | 新建仓 |
| SIL | GLOBAL X FDS | $1.74万 | 0.00% | 225 | 225 | — | $1.74万 | 新建仓 |
| HPQ | HP INC | $1.77万 | 0.00% | 807 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $1.77万 | 0.00% | 282 | 71 | 33.6% | $4,459 | 加仓 |
| IHI | ISHARES TR | $1.79万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1.79万 | 0.00% | 264 | 264 | — | $1.79万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $1.80万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $1.83万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SER TR | $1.83万 | 0.00% | 116 | 1 | 0.9% | $157 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $1.83万 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.85万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1.85万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.87万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| SPGI | S P GLOBAL INC | $1.87万 | 0.00% | 46 | 34 | 283.3% | $1.38万 | 加仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWAR | $1.87万 | 0.00% | 75 | 14 | 23.0% | $3,500 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.89万 | 0.00% | 442 | 42 | 10.5% | $1,793 | 加仓 |
| HYG | ISHARES TR | $1.90万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $1.91万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.91万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $1.93万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1.93万 | 0.00% | 265 | 0 | 0.0% | — | 重新持有 |
| ANET | ARISTA NETWORKS INC | $1.94万 | 0.00% | 114 | 74 | 185.0% | $1.26万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1.94万 | 0.00% | 234 | 1 | 0.4% | $83 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $1.94万 | 0.00% | 3,000 | 1,980 | 194.1% | $1.28万 | 加仓 |
| BLK | BLACKROCK INC | $1.95万 | 0.00% | 20 | 2 | 11.1% | $1,949 | 加仓 |
| JD | JD COM INC | $1.96万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRADED FD III | $2.00万 | 0.00% | 509 | 1 | 0.2% | $39 | 加仓 |
| SCI | SERVICE CORP INTL | $2.01万 | 0.00% | 264 | 1 | 0.4% | $76 | 加仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $2.02万 | 0.00% | 150 | -80 | -34.8% | -$1.08万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $2.02万 | 0.00% | 376 | -150 | -28.5% | -$8,057 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $2.03万 | 0.00% | 123 | -14 | -10.2% | -$2,307 | 减仓 |
| IAT | ISHARES TR | $2.03万 | 0.00% | 327 | 170 | 108.3% | $1.06万 | 加仓 |
| — | EAGLE POINT INCOME COMPANY I | $2.04万 | 0.00% | 2,024 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $2.04万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2.04万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |