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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $3.64万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $3.64万 | 0.00% | 242 | -142 | -37.0% | -$2.13万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $3.64万 | 0.00% | 65 | -8 | -11.0% | -$4,485 | 减仓 |
| SANM | SANMINA CORPORATION | $3.64万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| — | SPDR SER TR | $3.65万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.66万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $3.67万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3.67万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3.68万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3.68万 | 0.00% | 235 | 28 | 13.5% | $4,388 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3.72万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $3.73万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $3.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $3.79万 | 0.00% | 538 | 37 | 7.4% | $2,610 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.80万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $3.82万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $3.89万 | 0.00% | 174 | 134 | 335.0% | $3.00万 | 加仓 |
| AMGN | AMGEN INC | $3.91万 | 0.00% | 108 | -63 | -36.8% | -$2.28万 | 减仓 |
| CLX | CLOROX CO DEL | $3.94万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $3.96万 | 0.00% | 290 | -682 | -70.2% | -$9.32万 | 减仓 |
| MDY | SPDR S P MIDCAP 400 ETF TR | $4.00万 | 0.00% | 57 | 30 | 111.1% | $2.10万 | 加仓 |
| CB | CHUBB LIMITED | $4.01万 | 0.00% | 118 | 10 | 9.3% | $3,402 | 加仓 |
| WY | WEYERHAEUSER CO MTN BE | $4.06万 | 0.00% | 1,694 | 713 | 72.7% | $1.71万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $4.06万 | 0.00% | 1,065 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $4.10万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $4.12万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $4.16万 | 0.00% | 1,116 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $4.19万 | 0.00% | 901 | -50 | -5.3% | -$2,324 | 减仓 |
| IONQ | IONQ INC | $4.23万 | 0.00% | 794 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SER TR | $4.23万 | 0.00% | 887 | 8 | 0.9% | $382 | 加仓 |
| TMUS | T MOBILE US INC | $4.23万 | 0.00% | 252 | 40 | 18.9% | $6,722 | 加仓 |
| THC | TENET HEALTHCARE CORP | $4.25万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $4.25万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4.35万 | 0.00% | 491 | 7 | 1.4% | $620 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $4.38万 | 0.00% | 406 | 1 | 0.2% | $108 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4.40万 | 0.00% | 480 | 240 | 100.0% | $2.20万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $4.46万 | 0.00% | 881 | 8 | 0.9% | $405 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $4.46万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $4.52万 | 0.00% | 203 | 126 | 163.6% | $2.80万 | 加仓 |
| MSTR | MICROSTRATEGY INC | $4.54万 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $4.55万 | 0.00% | 2,215 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $4.56万 | 0.00% | 179 | -100 | -35.8% | -$2.55万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $4.64万 | 0.00% | 606 | 2 | 0.3% | $153 | 加仓 |
| GUNR | FLEXSHARES TR | $4.73万 | 0.00% | 959 | 352 | 58.0% | $1.73万 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $4.82万 | 0.00% | 889 | -207 | -18.9% | -$1.12万 | 减仓 |
| IWF | ISHARES TR | $4.82万 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V | $4.86万 | 0.00% | 176 | 76 | 76.0% | $2.10万 | 加仓 |
| PSX | PHILLIPS 66 | $4.88万 | 0.00% | 288 | 2 | 0.7% | $339 | 加仓 |
| SCIO | FIRST TR EXCHANGE TRADED FD | $4.98万 | 0.00% | 2,408 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MLS INC | $5.00万 | 0.00% | 1,437 | 300 | 26.4% | $1.04万 | 加仓 |
| IJJ | ISHARES TR | $5.02万 | 0.00% | 340 | -148 | -30.3% | -$2.19万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $5.16万 | 0.00% | 673 | 5 | 0.7% | $383 | 加仓 |
| IBB | ISHARES TR | $5.17万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $5.22万 | 0.00% | 920 | 500 | 119.0% | $2.84万 | 加仓 |
| IGSB | ISHARES TR | $5.23万 | 0.00% | 997 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $5.23万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $5.24万 | 0.00% | 2,741 | 24 | 0.9% | $459 | 加仓 |
| IOO | ISHARES TR | $5.25万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.26万 | 0.00% | 1,645 | 20 | 1.2% | $639 | 加仓 |
| SNPS | SYNOPSYS INC | $5.26万 | 0.00% | 118 | 38 | 47.5% | $1.70万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.31万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5.32万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $5.37万 | 0.00% | 604 | 95 | 18.7% | $8,442 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $5.37万 | 0.00% | 1,220 | 4 | 0.3% | $176 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $5.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $5.46万 | 0.00% | 799 | -24 | -2.9% | -$1,639 | 减仓 |
| ARKG | ARK ETF TR | $5.47万 | 0.00% | 1,300 | 1,300 | — | $5.47万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.51万 | 0.00% | 465 | 1 | 0.2% | $119 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5.62万 | 0.00% | 646 | 14 | 2.2% | $1,219 | 加仓 |
| FTGS | FIRST TR EXCHANGE TRADED FD | $5.67万 | 0.00% | 1,531 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $5.78万 | 0.00% | 511 | 511 | — | $5.78万 | 新建仓 |
| TPSC | TIMOTHY PLAN | $5.80万 | 0.00% | 1,209 | 10 | 0.8% | $480 | 加仓 |
| NOW | SERVICENOW INC | $5.81万 | 0.00% | 585 | 270 | 85.7% | $2.68万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $5.81万 | 0.00% | 1,496 | 1 | 0.1% | $39 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $5.85万 | 0.00% | 1,852 | 15 | 0.8% | $474 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $5.95万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $6.18万 | 0.00% | 5,800 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $6.22万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $6.34万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $6.46万 | 0.00% | 2,916 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $6.46万 | 0.00% | 890 | -2 | -0.2% | -$145 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $6.53万 | 0.00% | 698 | -99 | -12.4% | -$9,266 | 减仓 |
| — | ISHARES TR | $6.53万 | 0.00% | 1,450 | 660 | 83.5% | $2.97万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $6.55万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $6.56万 | 0.00% | 177 | 4 | 2.3% | $1,482 | 加仓 |
| ARM | ARM HOLDINGS PLC | $6.56万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $6.62万 | 0.00% | 423 | 82 | 24.0% | $1.28万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $6.64万 | 0.00% | 2,235 | -300 | -11.8% | -$8,916 | 减仓 |
| WSO | WATSCO INC | $6.67万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $6.67万 | 0.00% | 743 | -260 | -25.9% | -$2.34万 | 减仓 |
| IGM | ISHARES TR | $6.82万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $6.83万 | 0.00% | 1,002 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6.95万 | 0.00% | 1,282 | -400 | -23.8% | -$2.17万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6.99万 | 0.00% | 176 | 14 | 8.6% | $5,560 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $7.04万 | 0.00% | 1,170 | 1 | 0.1% | $60 | 加仓 |
| AME | AMETEK INC | $7.06万 | 0.00% | 292 | -417 | -58.8% | -$10.09万 | 减仓 |
| TXN | TEXAS INSTRS INC | $7.18万 | 0.00% | 241 | 13 | 5.7% | $3,875 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $7.27万 | 0.00% | 1,444 | -1 | -0.1% | -$50 | 减仓 |
| UUUU | ENERGY FUELS INC | $7.29万 | 0.00% | 5,031 | 4,978 | 9,392.5% | $7.22万 | 加仓 |
| AUR | AURORA INNOVATION INC | $7.32万 | 0.00% | 10,740 | -1,660 | -13.4% | -$1.13万 | 减仓 |