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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $12.92万 | 0.01% | 331 | -1 | -0.3% | -$390 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $13.01万 | 0.01% | 2,146 | 384 | 21.8% | $2.33万 | 加仓 |
| PFF | ISHARES TR | $13.04万 | 0.01% | 4,302 | 2,400 | 126.2% | $7.28万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $13.18万 | 0.01% | 5,000 | 1 | 0.0% | $26 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $13.21万 | 0.01% | 2,293 | 5 | 0.2% | $288 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $13.29万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $13.56万 | 0.01% | 2,999 | -180 | -5.7% | -$8,140 | 减仓 |
| TPHD | TIMOTHY PLAN | $13.56万 | 0.01% | 3,279 | -190 | -5.5% | -$7,859 | 减仓 |
| SMR | NUSCALE PWR CORP | $13.73万 | 0.01% | 12,662 | 2,507 | 24.7% | $2.72万 | 加仓 |
| PLXS | PLEXUS CORP | $13.79万 | 0.01% | 681 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $13.85万 | 0.01% | 921 | 9 | 1.0% | $1,353 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $14.31万 | 0.01% | 1,994 | 622 | 45.3% | $4.46万 | 加仓 |
| IDU | ISHARES TR | $14.44万 | 0.01% | 1,244 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $14.50万 | 0.01% | 2,145 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $14.94万 | 0.01% | 6,784 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $14.94万 | 0.01% | 2,042 | 2,042 | — | $14.94万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $15.06万 | 0.01% | 5,486 | 2,008 | 57.7% | $5.51万 | 加仓 |
| AME | AMETEK INC | $15.20万 | 0.01% | 709 | -42 | -5.6% | -$9,003 | 减仓 |
| WAB | WABTEC | $15.37万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $15.47万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $15.56万 | 0.01% | 811 | 14 | 1.8% | $2,686 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $15.64万 | 0.01% | 909 | 533 | 141.8% | $9.17万 | 加仓 |
| IWP | ISHARES TR | $15.73万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $15.77万 | 0.01% | 1,789 | 270 | 17.8% | $2.38万 | 加仓 |
| ABT | ABBOTT LABS | $15.82万 | 0.01% | 1,541 | -133 | -7.9% | -$1.37万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $15.92万 | 0.01% | 1,795 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $16.07万 | 0.01% | 1,227 | 45 | 3.8% | $5,893 | 加仓 |
| RDVI | FIRST TR EXCHANGE TRADED FD | $16.23万 | 0.01% | 6,352 | 46 | 0.7% | $1,175 | 加仓 |
| FDX | FEDEX CORP | $16.59万 | 0.01% | 466 | 12 | 2.6% | $4,271 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $16.64万 | 0.01% | 3,635 | -270 | -6.9% | -$1.24万 | 减仓 |
| EXC | EXELON CORP | $16.66万 | 0.01% | 3,398 | 1,456 | 75.0% | $7.14万 | 加仓 |
| SYK | STRYKER CORPORATION | $16.73万 | 0.01% | 509 | -235 | -31.6% | -$7.72万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $17.10万 | 0.01% | 6,910 | 2,794 | 67.9% | $6.92万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $17.15万 | 0.01% | 3,464 | 7 | 0.2% | $347 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $17.50万 | 0.01% | 2,115 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $17.70万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $18.03万 | 0.01% | 1,366 | 567 | 71.0% | $7.49万 | 加仓 |
| IJT | ISHARES TR | $18.13万 | 0.01% | 1,253 | 1 | 0.1% | $145 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $18.14万 | 0.01% | 2,522 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $18.37万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $18.66万 | 0.01% | 2,349 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $18.75万 | 0.01% | 1,279 | -38 | -2.9% | -$5,571 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $18.76万 | 0.01% | 275 | 7 | 2.6% | $4,776 | 加仓 |
| BAC | BANK AMERICA CORP | $18.80万 | 0.01% | 3,857 | 64 | 1.7% | $3,120 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $19.79万 | 0.01% | 6,391 | -323,620 | -98.1% | -$1,001.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $19.94万 | 0.01% | 330 | 180 | 120.0% | $10.88万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.04万 | 0.01% | 4,039 | 101 | 2.6% | $5,011 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.39万 | 0.02% | 2,059 | 192 | 10.3% | $1.90万 | 加仓 |
| CSCO | CISCO SYS INC | $20.68万 | 0.02% | 2,665 | 601 | 29.1% | $4.66万 | 加仓 |
| BA | BOEING CO | $20.70万 | 0.02% | 1,040 | -88 | -7.8% | -$1.75万 | 减仓 |
| SLYG | SPDR SER TR | $21.01万 | 0.02% | 2,174 | 546 | 33.5% | $5.28万 | 加仓 |
| IGV | ISHARES TR | $21.15万 | 0.02% | 2,642 | -29 | -1.1% | -$2,321 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.29万 | 0.02% | 5,542 | 338 | 6.5% | $1.30万 | 加仓 |
| IJK | ISHARES TR | $21.93万 | 0.02% | 2,179 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $21.96万 | 0.02% | 1,204 | 16 | 1.3% | $2,919 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $21.98万 | 0.02% | 1,654 | 141 | 9.3% | $1.87万 | 加仓 |
| BP | BP PLC | $22.46万 | 0.02% | 4,778 | 39 | 0.8% | $1,833 | 加仓 |
| FISV | FISERV INC | $22.70万 | 0.02% | 4,068 | -2,575 | -38.8% | -$14.37万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.90万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $23.11万 | 0.02% | 3,102 | 1,329 | 75.0% | $9.90万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.19万 | 0.02% | 3,786 | 222 | 6.2% | $1.36万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $23.82万 | 0.02% | 788 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SER TR | $25.21万 | 0.02% | 5,218 | -1,648 | -24.0% | -$7.96万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.22万 | 0.02% | 1,161 | 1 | 0.1% | $217 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $25.41万 | 0.02% | 1,571 | 160 | 11.3% | $2.59万 | 加仓 |
| AVGO | BROADCOM INC | $25.79万 | 0.02% | 833 | 59 | 7.6% | $1.83万 | 加仓 |
| PFE | PFIZER INC | $26.03万 | 0.02% | 9,269 | 1,508 | 19.4% | $4.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $26.63万 | 0.02% | 533 | -410 | -43.5% | -$20.49万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $26.65万 | 0.02% | 2,104 | 0 | 0.0% | — | 不变 |
| SYFI | AB ACTIVE ETFS INC | $27.09万 | 0.02% | 7,627 | 37 | 0.5% | $1,314 | 加仓 |
| IJH | ISHARES TR | $27.14万 | 0.02% | 4,019 | 875 | 27.8% | $5.91万 | 加仓 |
| ITA | ISHARES TR | $27.41万 | 0.02% | 1,253 | 752 | 150.1% | $16.45万 | 加仓 |
| SO | SOUTHERN CO | $27.84万 | 0.02% | 2,885 | -10 | -0.3% | -$965 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $28.26万 | 0.02% | 3,432 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $28.32万 | 0.02% | 6,747 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $28.54万 | 0.02% | 3,079 | 4 | 0.1% | $371 | 加仓 |
| INTC | INTEL CORP | $29.24万 | 0.02% | 6,626 | 5,220 | 371.3% | $23.03万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.78万 | 0.02% | 1,464 | 105 | 7.7% | $2.14万 | 加仓 |
| ALL | ALLSTATE CORP | $29.88万 | 0.02% | 1,441 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $29.90万 | 0.02% | 11,663 | 1 | 0.0% | $26 | 加仓 |
| ECL | ECOLAB INC | $30.01万 | 0.02% | 1,128 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.10万 | 0.02% | 995 | -283 | -22.1% | -$8.56万 | 减仓 |
| GE | GE AEROSPACE | $30.30万 | 0.02% | 1,068 | 21 | 2.0% | $5,957 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $30.38万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| MRK | MERCK CO INC | $30.56万 | 0.02% | 2,540 | -233 | -8.4% | -$2.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $30.65万 | 0.02% | 907 | 17 | 1.9% | $5,745 | 加仓 |
| GEV | GE VERNOVA INC | $30.65万 | 0.02% | 351 | 12 | 3.5% | $1.05万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $30.66万 | 0.02% | 1,290 | 1 | 0.1% | $238 | 加仓 |
| SPYX | SPDR SER TR | $31.23万 | 0.02% | 5,890 | 190 | 3.3% | $1.01万 | 加仓 |
| DMLP | DORCHESTER MINERALS LP | $31.43万 | 0.02% | 11,599 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $31.52万 | 0.02% | 1,258 | -1,516 | -54.7% | -$37.99万 | 减仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $31.79万 | 0.02% | 6,759 | -30,763 | -82.0% | -$144.68万 | 减仓 |
| TIP | ISHARES TR | $31.88万 | 0.02% | 2,888 | -6 | -0.2% | -$662 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.42万 | 0.02% | 5,840 | 2,334 | 66.6% | $12.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.59万 | 0.02% | 1,204 | -865 | -41.8% | -$23.41万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $32.96万 | 0.02% | 20,758 | 18,359 | 765.3% | $29.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $33.14万 | 0.02% | 981 | -351 | -26.4% | -$11.86万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $33.48万 | 0.03% | 2,982 | 74 | 2.5% | $8,308 | 加仓 |
| SHM | SPDR SER TR | $34.18万 | 0.03% | 7,147 | -113 | -1.6% | -$5,405 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.30万 | 0.03% | 2,552 | 44 | 1.8% | $6,087 | 加仓 |