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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $35.60万 | 0.03% | 1,507 | -224 | -12.9% | -$5.29万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.83万 | 0.03% | 1,283 | 485 | 60.8% | $13.55万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $36.11万 | 0.03% | 362 | -27 | -6.9% | -$2.69万 | 减仓 |
| IWV | ISHARES TR | $36.41万 | 0.03% | 982 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $36.49万 | 0.03% | 821 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $37.66万 | 0.03% | 2,593 | 82 | 3.3% | $1.19万 | 加仓 |
| BUFC | AB ACTIVE ETFS INC | $38.04万 | 0.03% | 9,362 | -11,437 | -55.0% | -$46.47万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $38.36万 | 0.03% | 3,976 | 182 | 4.8% | $1.76万 | 加仓 |
| DE | DEERE CO | $38.45万 | 0.03% | 683 | -65 | -8.7% | -$3.66万 | 减仓 |
| HD | HOME DEPOT INC | $38.51万 | 0.03% | 1,171 | 343 | 41.4% | $11.28万 | 加仓 |
| IWN | ISHARES TR | $39.66万 | 0.03% | 2,092 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $40.52万 | 0.03% | 2,754 | -209 | -7.1% | -$3.07万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $41.41万 | 0.03% | 5,428 | 28 | 0.5% | $2,136 | 加仓 |
| SGOV | ISHARES TR | $41.74万 | 0.03% | 4,147 | 810 | 24.3% | $8.15万 | 加仓 |
| MS | MORGAN STANLEY | $41.88万 | 0.03% | 2,545 | 6 | 0.2% | $987 | 加仓 |
| VOT | VANGUARD INDEX FDS | $42.57万 | 0.03% | 1,654 | -34 | -2.0% | -$8,752 | 减仓 |
| UMBF | UMB FINL CORP | $42.95万 | 0.03% | 3,808 | 9 | 0.2% | $1,015 | 加仓 |
| IWS | ISHARES TR | $43.05万 | 0.03% | 2,954 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $43.81万 | 0.03% | 2,650 | -20 | -0.7% | -$3,307 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $45.75万 | 0.03% | 9,521 | 3 | 0.0% | $144 | 加仓 |
| ASB | ASSOCIATED BANC CORP | $46.56万 | 0.03% | 18,004 | 5 | 0.0% | $129 | 加仓 |
| PEP | PEPSICO INC | $46.64万 | 0.03% | 3,004 | 52 | 1.8% | $8,074 | 加仓 |
| IVW | ISHARES TR | $49.27万 | 0.04% | 4,356 | 139 | 3.3% | $1.57万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $49.70万 | 0.04% | 4,340 | -3,371 | -43.7% | -$38.61万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $50.55万 | 0.04% | 5,443 | 2,833 | 108.5% | $26.31万 | 加仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $51.95万 | 0.04% | 1,122 | 1 | 0.1% | $463 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $52.99万 | 0.04% | 12,457 | 12,457 | — | $52.99万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $53.78万 | 0.04% | 17,531 | 2,144 | 13.9% | $6.58万 | 加仓 |
| — | HONEYWELL INTL INC | $53.89万 | 0.04% | 2,384 | 7 | 0.3% | $1,582 | 加仓 |
| VFH | VANGUARD WORLD FD | $57.50万 | 0.04% | 4,759 | -269 | -5.4% | -$3.25万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $58.95万 | 0.04% | 16,564 | -37,258 | -69.2% | -$132.60万 | 减仓 |
| IWY | ISHARES TR | $62.16万 | 0.05% | 2,498 | -224 | -8.2% | -$5.57万 | 减仓 |
| ABBV | ABBVIE INC | $62.45万 | 0.05% | 2,871 | 133 | 4.9% | $2.89万 | 加仓 |
| COWZ | PACER FDS TR | $63.50万 | 0.05% | 10,150 | 126 | 1.3% | $7,883 | 加仓 |
| CVX | CHEVRON CORP NEW | $64.15万 | 0.05% | 3,101 | 1,384 | 80.6% | $28.63万 | 加仓 |
| — | EXXON MOBIL CORP | $66.09万 | 0.05% | 3,896 | 12 | 0.3% | $2,036 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.69万 | 0.05% | 3,101 | 29 | 0.9% | $6,236 | 加仓 |
| F | FORD MTR CO | $69.46万 | 0.05% | 60,191 | 447 | 0.7% | $5,158 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $70.06万 | 0.05% | 13,736 | -128,134 | -90.3% | -$653.53万 | 减仓 |
| MO | ALTRIA GROUP INC | $71.10万 | 0.05% | 10,774 | 3,651 | 51.3% | $24.09万 | 加仓 |
| GOOG | ALPHABET INC | $71.66万 | 0.05% | 2,498 | -570 | -18.6% | -$16.35万 | 减仓 |
| CAT | CATERPILLAR INC | $73.35万 | 0.05% | 1,035 | 8 | 0.8% | $5,670 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $73.81万 | 0.06% | 13,108 | 101 | 0.8% | $5,688 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $73.82万 | 0.06% | 8,694 | -374 | -4.1% | -$3.18万 | 减仓 |
| PLD | PROLOGIS INC | $75.63万 | 0.06% | 5,722 | 6 | 0.1% | $793 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $76.15万 | 0.06% | 10,140 | -202 | -2.0% | -$1.52万 | 减仓 |
| KO | COCA COLA CO | $77.63万 | 0.06% | 10,208 | -84 | -0.8% | -$6,388 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $79.08万 | 0.06% | 16,768 | 538 | 3.3% | $2.54万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $81.21万 | 0.06% | 8,641 | 2 | 0.0% | $188 | 加仓 |
| BFC | BANK FIRST CORP | $82.40万 | 0.06% | 6,101 | 635 | 11.6% | $8.58万 | 加仓 |
| TVAL | T ROWE PRICE ETF INC | $82.85万 | 0.06% | 22,898 | -115,454 | -83.4% | -$417.71万 | 减仓 |
| LLY | ELI LILLY CO | $83.23万 | 0.06% | 905 | 242 | 36.5% | $22.26万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $83.61万 | 0.06% | 25,139 | 25,139 | — | $83.61万 | 新建仓 |
| AVNM | AMERICAN CENTY ETF TR | $83.82万 | 0.06% | 11,004 | 7,577 | 221.1% | $57.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.17万 | 0.06% | 16,767 | 3,804 | 29.3% | $19.10万 | 加仓 |
| IVV | ISHARES TR | $84.36万 | 0.06% | 1,291 | 36 | 2.9% | $2.35万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $86.66万 | 0.06% | 17,419 | -6,766 | -28.0% | -$33.66万 | 减仓 |
| XSOE | WISDOMTREE TR | $88.07万 | 0.07% | 21,963 | 188 | 0.9% | $7,539 | 加仓 |
| SDY | SPDR SER TR | $91.13万 | 0.07% | 6,245 | 304 | 5.1% | $4.44万 | 加仓 |
| META | META PLATFORMS INC | $94.34万 | 0.07% | 1,649 | -268 | -14.0% | -$15.33万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $94.77万 | 0.07% | 19,197 | 874 | 4.8% | $4.31万 | 加仓 |
| V | VISA INC | $95.12万 | 0.07% | 3,147 | 19 | 0.6% | $5,743 | 加仓 |
| IYW | ISHARES TR | $96.23万 | 0.07% | 5,304 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $96.63万 | 0.07% | 19,345 | 1,818 | 10.4% | $9.08万 | 加仓 |
| IVE | ISHARES TR | $97.61万 | 0.07% | 4,623 | 185 | 4.2% | $3.91万 | 加仓 |
| VIS | VANGUARD WORLD FD | $98.73万 | 0.07% | 3,162 | 612 | 24.0% | $19.11万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $100.91万 | 0.08% | 25,593 | -11,831 | -31.6% | -$46.65万 | 减仓 |
| SOXX | ISHARES TR | $103.18万 | 0.08% | 3,139 | 274 | 9.6% | $9.01万 | 加仓 |
| RTX | RTX CORPORATION | $105.34万 | 0.08% | 5,461 | 154 | 2.9% | $2.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $113.46万 | 0.08% | 19,381 | 1,551 | 8.7% | $9.08万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $115.54万 | 0.09% | 23,613 | 114 | 0.5% | $5,578 | 加仓 |
| OSK | OSHKOSH CORP | $119.00万 | 0.09% | 8,084 | -407 | -4.8% | -$5.99万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $120.30万 | 0.09% | 23,888 | -10,182 | -29.9% | -$51.28万 | 减仓 |
| T | AT T INC | $122.49万 | 0.09% | 42,252 | 8,381 | 24.7% | $24.30万 | 加仓 |
| VHT | VANGUARD WORLD FD | $126.86万 | 0.09% | 4,658 | 146 | 3.2% | $3.98万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $127.22万 | 0.10% | 12,931 | 573 | 4.6% | $5.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $128.81万 | 0.10% | 16,250 | 992 | 6.5% | $7.86万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $132.13万 | 0.10% | 39,126 | -96,528 | -71.2% | -$325.98万 | 减仓 |
| TSLA | TESLA INC | $136.92万 | 0.10% | 3,683 | 10 | 0.3% | $3,717 | 加仓 |
| GOOGL | ALPHABET INC | $142.72万 | 0.11% | 4,963 | 95 | 2.0% | $2.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $143.64万 | 0.11% | 10,306 | -209 | -2.0% | -$2.91万 | 减仓 |
| O | REALTY INCOME CORP | $145.80万 | 0.11% | 23,832 | 3,854 | 19.3% | $23.58万 | 加仓 |
| SPY | SPDR S P 500 ETF TR | $149.03万 | 0.11% | 2,292 | -16 | -0.7% | -$1.04万 | 减仓 |
| JNJ | JOHNSON JOHNSON | $150.50万 | 0.11% | 6,157 | 143 | 2.4% | $3.50万 | 加仓 |
| GLD | SPDR GOLD TR | $163.08万 | 0.12% | 3,790 | 163 | 4.5% | $7.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $177.83万 | 0.13% | 32,901 | 2,462 | 8.1% | $13.31万 | 加仓 |
| SLV | ISHARES SILVER TR | $182.55万 | 0.14% | 26,791 | 165 | 0.6% | $1.12万 | 加仓 |
| MCD | MCDONALDS CORP | $189.07万 | 0.14% | 6,083 | 959 | 18.7% | $29.81万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $207.44万 | 0.16% | 33,829 | -110,988 | -76.6% | -$680.58万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $226.97万 | 0.17% | 229,958 | 105,498 | 84.8% | $104.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $230.36万 | 0.17% | 8,021 | 167 | 2.1% | $4.80万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $238.30万 | 0.18% | 29,933 | 1,490 | 5.2% | $11.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $239.26万 | 0.18% | 16,155 | 3,370 | 26.4% | $49.91万 | 加仓 |
| MGK | VANGUARD WORLD FD | $242.36万 | 0.18% | 6,596 | 473 | 7.7% | $17.38万 | 加仓 |
| FDD | FIRST TR STOXX EUROPEAN SELE | $243.11万 | 0.18% | 136,504 | 131,688 | 2,734.4% | $234.54万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $248.81万 | 0.19% | 31,281 | 31,281 | — | $248.81万 | 新建仓 |
| WMT | WALMART INC | $254.53万 | 0.19% | 20,481 | -785 | -3.7% | -$9.76万 | 减仓 |
| VCR | VANGUARD WORLD FD | $270.19万 | 0.20% | 7,526 | -126 | -1.6% | -$4.52万 | 减仓 |
| JPM | JPMORGAN CHASE CO | $273.11万 | 0.20% | 9,284 | -31 | -0.3% | -$9,119 | 减仓 |
| VDC | VANGUARD WORLD FD | $281.71万 | 0.21% | 12,543 | -38 | -0.3% | -$8,534 | 减仓 |