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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $2.67万 | 0.00% | 298 | 136 | 84.0% | $1.22万 | 加仓 |
| WMB | WILLIAMS COS INC | $2.69万 | 0.00% | 369 | 16 | 4.5% | $1,164 | 加仓 |
| — | ISHARES TR | $2.69万 | 0.00% | 790 | 790 | — | $2.69万 | 新建仓 |
| ABNB | AIRBNB INC | $2.70万 | 0.00% | 214 | -1 | -0.5% | -$126 | 减仓 |
| GWW | GRAINGER W W INC | $2.73万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.76万 | 0.00% | 600 | 127 | 26.8% | $5,838 | 加仓 |
| AMLP | ALPS ETF TR | $2.80万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $2.80万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $2.82万 | 0.00% | 8,000 | 8,000 | — | $2.82万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $2.84万 | 0.00% | 155 | 65 | 72.2% | $1.19万 | 加仓 |
| NDSN | NORDSON CORP | $2.90万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $2.90万 | 0.00% | 2,523 | 29 | 1.2% | $334 | 加仓 |
| DOW | DOW INC | $2.94万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $2.94万 | 0.00% | 964 | 100 | 11.6% | $3,052 | 加仓 |
| LII | LENNOX INTL INC | $2.97万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.00万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.04万 | 0.00% | 1,940 | -96 | -4.7% | -$1,502 | 减仓 |
| RS | RELIANCE INC | $3.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $3.04万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.05万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $3.10万 | 0.00% | 73 | -3 | -3.9% | -$1,274 | 减仓 |
| UNM | UNUM GROUP | $3.12万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.14万 | 0.00% | 155 | 1 | 0.6% | $203 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.15万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $3.16万 | 0.00% | 241 | -85 | -26.1% | -$1.11万 | 减仓 |
| NVS | NOVARTIS AG | $3.16万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $3.17万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES TR | $3.18万 | 0.00% | 797 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $3.18万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.18万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $3.26万 | 0.00% | 2,279 | -2,039 | -47.2% | -$2.92万 | 减仓 |
| IDEV | ISHARES TR | $3.28万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.28万 | 0.00% | 353 | 210 | 146.9% | $1.95万 | 加仓 |
| CATH | GLOBAL X FDS | $3.29万 | 0.00% | 421 | -421 | -50.0% | -$3.29万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $3.29万 | 0.00% | 3,537 | 3,537 | — | $3.29万 | 新建仓 |
| NOW | SERVICENOW INC | $3.29万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $3.32万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $3.35万 | 0.00% | 229 | 2 | 0.9% | $292 | 加仓 |
| GUNR | FLEXSHARES TR | $3.35万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $3.35万 | 0.00% | 520 | -112 | -17.7% | -$7,213 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $3.38万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $3.38万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $3.39万 | 0.00% | 359 | 2 | 0.6% | $189 | 加仓 |
| — | SPDR SER TR | $3.39万 | 0.00% | 433 | -66 | -13.2% | -$5,169 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3.42万 | 0.00% | 451 | -774 | -63.2% | -$5.86万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3.48万 | 0.00% | 526 | -250 | -32.2% | -$1.65万 | 减仓 |
| MUB | ISHARES TR | $3.48万 | 0.00% | 328 | 92 | 39.0% | $9,773 | 加仓 |
| CB | CHUBB LIMITED | $3.51万 | 0.00% | 108 | -107 | -49.8% | -$3.48万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $3.53万 | 0.00% | 175 | 1 | 0.6% | $202 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.58万 | 0.00% | 321 | 228 | 245.2% | $2.54万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $3.67万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3.79万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $3.79万 | 0.00% | 2,215 | -2,185 | -49.7% | -$3.74万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3.82万 | 0.00% | 119 | -119 | -50.0% | -$3.82万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $3.83万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.88万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.96万 | 0.00% | 405 | 1 | 0.2% | $98 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $3.96万 | 0.00% | 302 | 302 | — | $3.96万 | 新建仓 |
| WWJD | NORTHERN LTS FD TR IV | $3.98万 | 0.00% | 1,065 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $3.98万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $3.99万 | 0.00% | 484 | 6 | 1.3% | $494 | 加仓 |
| SPYD | SPDR SER TR | $4.00万 | 0.00% | 879 | 7 | 0.8% | $319 | 加仓 |
| CMCSA | COMCAST CORP NEW | $4.05万 | 0.00% | 1,412 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $4.14万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.15万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $4.18万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4.20万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $4.21万 | 0.00% | 279 | 100 | 55.9% | $1.51万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $4.22万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4.23万 | 0.00% | 1,879 | -1,836 | -49.4% | -$4.13万 | 减仓 |
| IEMG | ISHARES INC | $4.23万 | 0.00% | 606 | 190 | 45.7% | $1.33万 | 加仓 |
| GIS | GENERAL MLS INC | $4.23万 | 0.00% | 1,137 | 200 | 21.3% | $7,444 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4.24万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $4.28万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $4.28万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $4.36万 | 0.00% | 873 | 8 | 0.9% | $400 | 加仓 |
| SERV | SERVE ROBOTICS INC | $4.39万 | 0.00% | 5,196 | 4,000 | 334.4% | $3.38万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $4.40万 | 0.00% | 972 | -219 | -18.4% | -$9,908 | 减仓 |
| TXN | TEXAS INSTRS INC | $4.43万 | 0.00% | 228 | -8 | -3.4% | -$1,553 | 减仓 |
| TMUS | T MOBILE US INC | $4.46万 | 0.00% | 212 | 100 | 89.3% | $2.10万 | 加仓 |
| IBB | ISHARES TR | $4.59万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $4.65万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $4.81万 | 0.00% | 1,300 | -830 | -39.0% | -$3.07万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.82万 | 0.00% | 464 | 1 | 0.2% | $104 | 加仓 |
| RDDT | REDDIT INC | $4.82万 | 0.00% | 358 | 10 | 2.9% | $1,347 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $4.84万 | 0.00% | 1,096 | 28 | 2.6% | $1,237 | 加仓 |
| ZTS | ZOETIS INC | $4.88万 | 0.00% | 413 | -138 | -25.0% | -$1.63万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $4.89万 | 0.00% | 951 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $4.94万 | 0.00% | 249 | -210 | -45.8% | -$4.16万 | 减仓 |
| IGM | ISHARES TR | $4.94万 | 0.00% | 417 | -547 | -56.7% | -$6.48万 | 减仓 |
| DOV | DOVER CORP | $4.94万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| SCIO | FIRST TR EXCHANGE TRADED FD | $4.97万 | 0.00% | 2,408 | -7,614 | -76.0% | -$15.72万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.05万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $5.09万 | 0.00% | 823 | 241 | 41.4% | $1.49万 | 加仓 |
| TPSC | TIMOTHY PLAN | $5.09万 | 0.00% | 1,199 | -187 | -13.5% | -$7,939 | 减仓 |
| AUR | AURORA INNOVATION INC | $5.11万 | 0.00% | 12,400 | -7,035 | -36.2% | -$2.90万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5.15万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $5.16万 | 0.00% | 668 | 168 | 33.6% | $1.30万 | 加仓 |
| FTGS | FIRST TR EXCHANGE TRADED FD | $5.21万 | 0.00% | 1,531 | -1,531 | -50.0% | -$5.21万 | 减仓 |
| PSX | PHILLIPS 66 | $5.22万 | 0.00% | 286 | 217 | 314.5% | $3.96万 | 加仓 |