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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -37 | -100.0% | -$7,097 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -214 | -100.0% | -$7,051 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -194 | -100.0% | -$7,027 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -250 | -100.0% | -$6,750 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$6,375 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -180 | -100.0% | -$5,762 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -125 | -100.0% | -$5,506 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -22 | -100.0% | -$5,348 | 清仓 |
| BLCR | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -127 | -100.0% | -$5,215 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | 0.00% | 0 | -500 | -100.0% | -$4,605 | 清仓 |
| BUR | BURFORD CAP LTD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,520 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -12 | -100.0% | -$3,544 | 清仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -60 | -100.0% | -$3,390 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,613 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $0 | 0.00% | 0 | -320 | -100.0% | -$2,573 | 清仓 |
| WD | WALKER DUNLOP INC | $0 | 0.00% | 0 | -55 | -100.0% | -$2,462 | 清仓 |
| — | NOVA MINERALS LTD | $0 | 0.00% | 0 | -378 | -100.0% | -$2,219 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,194 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -32 | -100.0% | -$2,006 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,873 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -21 | -100.0% | -$1,780 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -130 | -100.0% | -$1,396 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,377 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -34 | -100.0% | -$1,129 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -62 | -100.0% | -$901 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$516 | 清仓 |