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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC | $0 | 0.00% | 0 | -814 | -100.0% | -$3.39万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$3.05万 | 清仓 |
| SPIB | SPDR SER TR | $0 | 0.00% | 0 | -815 | -100.0% | -$2.76万 | 清仓 |
| UBND | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -1,196 | -100.0% | -$2.63万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -424 | -100.0% | -$2.16万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -1,375 | -100.0% | -$1.95万 | 清仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $0 | 0.00% | 0 | -420 | -100.0% | -$1.73万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -300 | -100.0% | -$1.19万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -105 | -100.0% | -$1.06万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$1.05万 | 清仓 |
| DXYZ | DESTINY TECH100 INC | $0 | 0.00% | 0 | -300 | -100.0% | -$9,189 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -150 | -100.0% | -$6,173 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -337 | -100.0% | -$5,763 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -104 | -100.0% | -$4,970 | 清仓 |
| SNY | SANOFI | $0 | 0.00% | 0 | -88 | -100.0% | -$4,264 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -83 | -100.0% | -$4,142 | 清仓 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -235 | -100.0% | -$4,089 | 清仓 |
| — | WESTWATER RES INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$3,750 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -10 | -100.0% | -$3,696 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$3,301 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$3,150 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -62 | -100.0% | -$3,040 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -177 | -100.0% | -$2,666 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -38 | -100.0% | -$2,484 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -58 | -100.0% | -$2,031 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -206 | -100.0% | -$1,549 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,386 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -12 | -100.0% | -$1,247 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -80 | -100.0% | -$1,214 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$1,181 | 清仓 |
| — | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -34 | -100.0% | -$1,085 | 清仓 |
| OCGN | OCUGEN INC | $0 | 0.00% | 0 | -698 | -100.0% | -$942 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -32 | -100.0% | -$898 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -100 | -100.0% | -$807 | 清仓 |
| LAB | STANDARD BIOTOOLS INC | $0 | 0.00% | 0 | -530 | -100.0% | -$678 | 清仓 |
| QBTS | D WAVE QUANTUM INC | $0 | 0.00% | 0 | -24 | -100.0% | -$628 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$593 | 清仓 |
| — | VUZIX CORP | $0 | 0.00% | 0 | -155 | -100.0% | -$586 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -7 | -100.0% | -$581 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KSS | KOHLS CORP | $516 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CDXS | CODEXIS INC | $530 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $547 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $548 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $563 | 0.00% | 5 | 5 | — | $563 | 新建仓 |
| PLUG | PLUG POWER INC | $565 | 0.00% | 250 | 0 | 0.0% | — | 重新持有 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $571 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $572 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $579 | 0.00% | 8 | -19 | -70.4% | -$1,375 | 减仓 |
| DUOL | DUOLINGO INC | $591 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $600 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $610 | 0.00% | 12 | 12 | — | $610 | 新建仓 |
| — | ELECTRONIC ARTS INC | $612 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $629 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TWIN | TWIN DISC INC | $633 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $644 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $646 | 0.00% | 28 | -7,624 | -99.6% | -$17.59万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $655 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $700 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $702 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $711 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $741 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $751 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $770 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $773 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON CO | $773 | 0.00% | 129 | 48 | 59.3% | $288 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $810 | 0.00% | 36 | -268 | -88.2% | -$6,030 | 减仓 |
| JEF | JEFFERIES FINL GROUP INC | $825 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $834 | 0.00% | 1,574 | 388 | 32.7% | $206 | 加仓 |
| ILCV | ISHARES TR | $838 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD | $852 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $872 | 0.00% | 34 | -136 | -80.0% | -$3,488 | 减仓 |
| INN | SUMMIT HOTEL PPTYS INC | $893 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $901 | 0.00% | 62 | 62 | — | $901 | 新建仓 |
| VAW | VANGUARD WORLD FD | $901 | 0.00% | 4 | 4 | — | $901 | 新建仓 |
| UUUU | ENERGY FUELS INC | $967 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $993 | 0.00% | 13 | 13 | — | $993 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $1,003 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $1,012 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $1,020 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SRTA | BLADE AIR MOBILITY INC | $1,032 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,038 | 0.00% | 69 | 7 | 11.3% | $105 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,068 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $1,080 | 0.00% | 120 | 60 | 100.0% | $540 | 加仓 |
| XYZ | BLOCK INC | $1,083 | 0.00% | 18 | -1 | -5.3% | -$60 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,085 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,089 | 0.00% | 83 | 40 | 93.0% | $525 | 加仓 |
| FLG | FLAGSTAR FINANCIAL INC | $1,093 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORP | $1,104 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S P 500 DYNAMIC OVERW | $1,125 | 0.00% | 70 | 70 | — | $1,125 | 新建仓 |
| BOTZ | GLOBAL X FDS | $1,129 | 0.00% | 34 | -40 | -54.1% | -$1,328 | 减仓 |
| UAA | UNDER ARMOUR INC | $1,182 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $1,210 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $1,246 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC | $1,258 | 0.00% | 100 | -10 | -9.1% | -$126 | 减仓 |