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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SER TR | $91.13万 | 0.07% | 6,245 | 304 | 5.1% | $4.44万 | 加仓 |
| XSOE | WISDOMTREE TR | $88.07万 | 0.07% | 21,963 | 188 | 0.9% | $7,539 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $86.66万 | 0.06% | 17,419 | -6,766 | -28.0% | -$33.66万 | 减仓 |
| IVV | ISHARES TR | $84.36万 | 0.06% | 1,291 | 36 | 2.9% | $2.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.17万 | 0.06% | 16,767 | 3,804 | 29.3% | $19.10万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $83.82万 | 0.06% | 11,004 | 7,577 | 221.1% | $57.71万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $83.61万 | 0.06% | 25,139 | 25,139 | — | $83.61万 | 新建仓 |
| LLY | ELI LILLY CO | $83.23万 | 0.06% | 905 | 242 | 36.5% | $22.26万 | 加仓 |
| TVAL | T ROWE PRICE ETF INC | $82.85万 | 0.06% | 22,898 | -115,454 | -83.4% | -$417.71万 | 减仓 |
| BFC | BANK FIRST CORP | $82.40万 | 0.06% | 6,101 | 635 | 11.6% | $8.58万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $81.21万 | 0.06% | 8,641 | 2 | 0.0% | $188 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $79.08万 | 0.06% | 16,768 | 538 | 3.3% | $2.54万 | 加仓 |
| KO | COCA COLA CO | $77.63万 | 0.06% | 10,208 | -84 | -0.8% | -$6,388 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $76.15万 | 0.06% | 10,140 | -202 | -2.0% | -$1.52万 | 减仓 |
| PLD | PROLOGIS INC | $75.63万 | 0.06% | 5,722 | 6 | 0.1% | $793 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $73.82万 | 0.06% | 8,694 | -374 | -4.1% | -$3.18万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $73.81万 | 0.06% | 13,108 | 101 | 0.8% | $5,688 | 加仓 |
| CAT | CATERPILLAR INC | $73.35万 | 0.05% | 1,035 | 8 | 0.8% | $5,670 | 加仓 |
| GOOG | ALPHABET INC | $71.66万 | 0.05% | 2,498 | -570 | -18.6% | -$16.35万 | 减仓 |
| MO | ALTRIA GROUP INC | $71.10万 | 0.05% | 10,774 | 3,651 | 51.3% | $24.09万 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $70.06万 | 0.05% | 13,736 | -128,134 | -90.3% | -$653.53万 | 减仓 |
| F | FORD MTR CO | $69.46万 | 0.05% | 60,191 | 447 | 0.7% | $5,158 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.69万 | 0.05% | 3,101 | 29 | 0.9% | $6,236 | 加仓 |
| — | EXXON MOBIL CORP | $66.09万 | 0.05% | 3,896 | 12 | 0.3% | $2,036 | 加仓 |
| CVX | CHEVRON CORP NEW | $64.15万 | 0.05% | 3,101 | 1,384 | 80.6% | $28.63万 | 加仓 |
| COWZ | PACER FDS TR | $63.50万 | 0.05% | 10,150 | 126 | 1.3% | $7,883 | 加仓 |
| ABBV | ABBVIE INC | $62.45万 | 0.05% | 2,871 | 133 | 4.9% | $2.89万 | 加仓 |
| IWY | ISHARES TR | $62.16万 | 0.05% | 2,498 | -224 | -8.2% | -$5.57万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $58.95万 | 0.04% | 16,564 | -37,258 | -69.2% | -$132.60万 | 减仓 |
| VFH | VANGUARD WORLD FD | $57.50万 | 0.04% | 4,759 | -269 | -5.4% | -$3.25万 | 减仓 |
| — | HONEYWELL INTL INC | $53.89万 | 0.04% | 2,384 | 7 | 0.3% | $1,582 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $53.78万 | 0.04% | 17,531 | 2,144 | 13.9% | $6.58万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $52.99万 | 0.04% | 12,457 | 12,457 | — | $52.99万 | 新建仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $51.95万 | 0.04% | 1,122 | 1 | 0.1% | $463 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.55万 | 0.04% | 5,443 | 2,833 | 108.5% | $26.31万 | 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 |
| IVW | ISHARES TR | $49.27万 | 0.04% | 4,356 | 139 | 3.3% | $1.57万 | 加仓 |
| PEP | PEPSICO INC | $46.64万 | 0.03% | 3,004 | 52 | 1.8% | $8,074 | 加仓 |
| ASB | ASSOCIATED BANC CORP | $46.56万 | 0.03% | 18,004 | 5 | 0.0% | $129 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $45.75万 | 0.03% | 9,521 | 3 | 0.0% | $144 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.81万 | 0.03% | 2,650 | -20 | -0.7% | -$3,307 | 减仓 |
| IWS | ISHARES TR | $43.05万 | 0.03% | 2,954 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $42.95万 | 0.03% | 3,808 | 9 | 0.2% | $1,015 | 加仓 |
| VOT | VANGUARD INDEX FDS | $42.57万 | 0.03% | 1,654 | -34 | -2.0% | -$8,752 | 减仓 |
| MS | MORGAN STANLEY | $41.88万 | 0.03% | 2,545 | 6 | 0.2% | $987 | 加仓 |
| SGOV | ISHARES TR | $41.74万 | 0.03% | 4,147 | 810 | 24.3% | $8.15万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $41.41万 | 0.03% | 5,428 | 28 | 0.5% | $2,136 | 加仓 |
| ORCL | ORACLE CORP | $40.52万 | 0.03% | 2,754 | -209 | -7.1% | -$3.07万 | 减仓 |
| IWN | ISHARES TR | $39.66万 | 0.03% | 2,092 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.51万 | 0.03% | 1,171 | 343 | 41.4% | $11.28万 | 加仓 |
| DE | DEERE CO | $38.45万 | 0.03% | 683 | -65 | -8.7% | -$3.66万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $38.36万 | 0.03% | 3,976 | 182 | 4.8% | $1.76万 | 加仓 |
| BUFC | AB ACTIVE ETFS INC | $38.04万 | 0.03% | 9,362 | -11,437 | -55.0% | -$46.47万 | 减仓 |
| MMM | 3M CO | $37.66万 | 0.03% | 2,593 | 82 | 3.3% | $1.19万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $36.49万 | 0.03% | 821 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $36.41万 | 0.03% | 982 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $36.11万 | 0.03% | 362 | -27 | -6.9% | -$2.69万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.83万 | 0.03% | 1,283 | 485 | 60.8% | $13.55万 | 加仓 |
| LOW | LOWES COS INC | $35.60万 | 0.03% | 1,507 | -224 | -12.9% | -$5.29万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.30万 | 0.03% | 2,552 | 44 | 1.8% | $6,087 | 加仓 |
| SHM | SPDR SER TR | $34.18万 | 0.03% | 7,147 | -113 | -1.6% | -$5,405 | 减仓 |
| ESGV | VANGUARD WORLD FD | $33.48万 | 0.03% | 2,982 | 74 | 2.5% | $8,308 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $33.14万 | 0.02% | 981 | -351 | -26.4% | -$11.86万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $32.96万 | 0.02% | 20,758 | 18,359 | 765.3% | $29.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.59万 | 0.02% | 1,204 | -865 | -41.8% | -$23.41万 | 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 |
| TIP | ISHARES TR | $31.88万 | 0.02% | 2,888 | -6 | -0.2% | -$662 | 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 |
| VRT | VERTIV HOLDINGS CO | $31.52万 | 0.02% | 1,258 | -1,516 | -54.7% | -$37.99万 | 减仓 |
| DMLP | DORCHESTER MINERALS LP | $31.43万 | 0.02% | 11,599 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SER TR | $31.23万 | 0.02% | 5,890 | 190 | 3.3% | $1.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $30.66万 | 0.02% | 1,290 | 1 | 0.1% | $238 | 加仓 |
| GEV | GE VERNOVA INC | $30.65万 | 0.02% | 351 | 12 | 3.5% | $1.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $30.65万 | 0.02% | 907 | 17 | 1.9% | $5,745 | 加仓 |
| MRK | MERCK CO INC | $30.56万 | 0.02% | 2,540 | -233 | -8.4% | -$2.80万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $30.38万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $30.30万 | 0.02% | 1,068 | 21 | 2.0% | $5,957 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.10万 | 0.02% | 995 | -283 | -22.1% | -$8.56万 | 减仓 |
| ECL | ECOLAB INC | $30.01万 | 0.02% | 1,128 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $29.90万 | 0.02% | 11,663 | 1 | 0.0% | $26 | 加仓 |
| ALL | ALLSTATE CORP | $29.88万 | 0.02% | 1,441 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.78万 | 0.02% | 1,464 | 105 | 7.7% | $2.14万 | 加仓 |
| INTC | INTEL CORP | $29.24万 | 0.02% | 6,626 | 5,220 | 371.3% | $23.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $28.54万 | 0.02% | 3,079 | 4 | 0.1% | $371 | 加仓 |
| STXF | EA SERIES TRUST | $28.32万 | 0.02% | 6,747 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $28.26万 | 0.02% | 3,432 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $27.84万 | 0.02% | 2,885 | -10 | -0.3% | -$965 | 减仓 |
| ITA | ISHARES TR | $27.41万 | 0.02% | 1,253 | 752 | 150.1% | $16.45万 | 加仓 |
| IJH | ISHARES TR | $27.14万 | 0.02% | 4,019 | 875 | 27.8% | $5.91万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $27.09万 | 0.02% | 7,627 | 37 | 0.5% | $1,314 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $26.65万 | 0.02% | 2,104 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.63万 | 0.02% | 533 | -410 | -43.5% | -$20.49万 | 减仓 |
| PFE | PFIZER INC | $26.03万 | 0.02% | 9,269 | 1,508 | 19.4% | $4.23万 | 加仓 |
| AVGO | BROADCOM INC | $25.79万 | 0.02% | 833 | 59 | 7.6% | $1.83万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $25.41万 | 0.02% | 1,571 | 160 | 11.3% | $2.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $25.22万 | 0.02% | 1,161 | 1 | 0.1% | $217 | 加仓 |
| SPSM | SPDR SER TR | $25.21万 | 0.02% | 5,218 | -1,648 | -24.0% | -$7.96万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $23.82万 | 0.02% | 788 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $23.19万 | 0.02% | 3,786 | 222 | 6.2% | $1.36万 | 加仓 |
| GM | GENERAL MTRS CO | $23.11万 | 0.02% | 3,102 | 1,329 | 75.0% | $9.90万 | 加仓 |