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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $22.90万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $22.70万 | 0.02% | 4,068 | -2,575 | -38.8% | -$14.37万 | 减仓 |
| BP | BP PLC | $22.46万 | 0.02% | 4,778 | 39 | 0.8% | $1,833 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $21.98万 | 0.02% | 1,654 | 141 | 9.3% | $1.87万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $21.96万 | 0.02% | 1,204 | 16 | 1.3% | $2,919 | 加仓 |
| IJK | ISHARES TR | $21.93万 | 0.02% | 2,179 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.29万 | 0.02% | 5,542 | 338 | 6.5% | $1.30万 | 加仓 |
| IGV | ISHARES TR | $21.15万 | 0.02% | 2,642 | -29 | -1.1% | -$2,321 | 减仓 |
| SLYG | SPDR SER TR | $21.01万 | 0.02% | 2,174 | 546 | 33.5% | $5.28万 | 加仓 |
| BA | BOEING CO | $20.70万 | 0.02% | 1,040 | -88 | -7.8% | -$1.75万 | 减仓 |
| CSCO | CISCO SYS INC | $20.68万 | 0.02% | 2,665 | 601 | 29.1% | $4.66万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.39万 | 0.02% | 2,059 | 192 | 10.3% | $1.90万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.04万 | 0.01% | 4,039 | 101 | 2.6% | $5,011 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $19.94万 | 0.01% | 330 | 180 | 120.0% | $10.88万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $19.79万 | 0.01% | 6,391 | -323,620 | -98.1% | -$1,001.95万 | 减仓 |
| BAC | BANK AMERICA CORP | $18.80万 | 0.01% | 3,857 | 64 | 1.7% | $3,120 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $18.76万 | 0.01% | 275 | 7 | 2.6% | $4,776 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $18.75万 | 0.01% | 1,279 | -38 | -2.9% | -$5,571 | 减仓 |
| XEL | XCEL ENERGY INC | $18.66万 | 0.01% | 2,349 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $18.37万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $18.14万 | 0.01% | 2,522 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $18.13万 | 0.01% | 1,253 | 1 | 0.1% | $145 | 加仓 |
| COP | CONOCOPHILLIPS | $18.03万 | 0.01% | 1,366 | 567 | 71.0% | $7.49万 | 加仓 |
| VMC | VULCAN MATLS CO | $17.70万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $17.50万 | 0.01% | 2,115 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $17.15万 | 0.01% | 3,464 | 7 | 0.2% | $347 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $17.10万 | 0.01% | 6,910 | 2,794 | 67.9% | $6.92万 | 加仓 |
| SYK | STRYKER CORPORATION | $16.73万 | 0.01% | 509 | -235 | -31.6% | -$7.72万 | 减仓 |
| EXC | EXELON CORP | $16.66万 | 0.01% | 3,398 | 1,456 | 75.0% | $7.14万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $16.64万 | 0.01% | 3,635 | -270 | -6.9% | -$1.24万 | 减仓 |
| FDX | FEDEX CORP | $16.59万 | 0.01% | 466 | 12 | 2.6% | $4,271 | 加仓 |
| RDVI | FIRST TR EXCHANGE TRADED FD | $16.23万 | 0.01% | 6,352 | 46 | 0.7% | $1,175 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $16.07万 | 0.01% | 1,227 | 45 | 3.8% | $5,893 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $15.92万 | 0.01% | 1,795 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $15.82万 | 0.01% | 1,541 | -133 | -7.9% | -$1.37万 | 减仓 |
| IAU | ISHARES GOLD TR | $15.77万 | 0.01% | 1,789 | 270 | 17.8% | $2.38万 | 加仓 |
| IWP | ISHARES TR | $15.73万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $15.64万 | 0.01% | 909 | 533 | 141.8% | $9.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $15.56万 | 0.01% | 811 | 14 | 1.8% | $2,686 | 加仓 |
| IWB | ISHARES TR | $15.47万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $15.37万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $15.20万 | 0.01% | 709 | -42 | -5.6% | -$9,003 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $15.06万 | 0.01% | 5,486 | 2,008 | 57.7% | $5.51万 | 加仓 |
| EIX | EDISON INTL | $14.94万 | 0.01% | 2,042 | 2,042 | — | $14.94万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $14.94万 | 0.01% | 6,784 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $14.50万 | 0.01% | 2,145 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $14.44万 | 0.01% | 1,244 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $14.31万 | 0.01% | 1,994 | 622 | 45.3% | $4.46万 | 加仓 |
| VST | VISTRA CORP | $13.85万 | 0.01% | 921 | 9 | 1.0% | $1,353 | 加仓 |
| PLXS | PLEXUS CORP | $13.79万 | 0.01% | 681 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $13.73万 | 0.01% | 12,662 | 2,507 | 24.7% | $2.72万 | 加仓 |
| TPHD | TIMOTHY PLAN | $13.56万 | 0.01% | 3,279 | -190 | -5.5% | -$7,859 | 减仓 |
| TEM | TEMPUS AI INC | $13.56万 | 0.01% | 2,999 | -180 | -5.7% | -$8,140 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $13.29万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $13.21万 | 0.01% | 2,293 | 5 | 0.2% | $288 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $13.18万 | 0.01% | 5,000 | 1 | 0.0% | $26 | 加仓 |
| PFF | ISHARES TR | $13.04万 | 0.01% | 4,302 | 2,400 | 126.2% | $7.28万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $13.01万 | 0.01% | 2,146 | 384 | 21.8% | $2.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $12.92万 | 0.01% | 331 | -1 | -0.3% | -$390 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.78万 | 0.01% | 260 | -164 | -38.7% | -$8.06万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $12.76万 | 0.01% | 4,183 | 3,000 | 253.6% | $9.15万 | 加仓 |
| FTCS | FIRST TR EXCHANGE TRADED FD | $12.76万 | 0.01% | 1,375 | -935 | -40.5% | -$8.67万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $12.67万 | 0.01% | 1,670 | -70 | -4.0% | -$5,310 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $12.63万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $12.17万 | 0.01% | 356 | 1 | 0.3% | $342 | 加仓 |
| AGG | ISHARES TR | $11.83万 | 0.01% | 1,192 | 8 | 0.7% | $794 | 加仓 |
| — | RBB FUND TRUST | $11.69万 | 0.01% | 8,518 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE | $11.61万 | 0.01% | 858 | 142 | 19.8% | $1.92万 | 加仓 |
| IJS | ISHARES TR | $11.51万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $11.34万 | 0.01% | 1,603 | 37 | 2.4% | $2,617 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $11.32万 | 0.01% | 8,367 | 76 | 0.9% | $1,028 | 加仓 |
| EFA | ISHARES TR | $11.16万 | 0.01% | 1,149 | -100 | -8.0% | -$9,713 | 减仓 |
| VOE | VANGUARD INDEX FDS | $11.09万 | 0.01% | 602 | 51 | 9.3% | $9,398 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $11.09万 | 0.01% | 1,735 | -228 | -11.6% | -$1.46万 | 减仓 |
| DIS | DISNEY WALT CO | $11.07万 | 0.01% | 1,149 | 3 | 0.3% | $289 | 加仓 |
| J | JACOBS SOLUTIONS INC | $11.04万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| TDVG | T ROWE PRICE ETF INC | $10.97万 | 0.01% | 2,458 | 1 | 0.0% | $45 | 加仓 |
| PGR | PROGRESSIVE CORP | $10.96万 | 0.01% | 553 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $10.83万 | 0.01% | 1,325 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $10.72万 | 0.01% | 954 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SER TR | $10.59万 | 0.01% | 1,106 | -40 | -3.5% | -$3,830 | 减仓 |
| NFLX | NETFLIX INC | $10.49万 | 0.01% | 1,091 | 35 | 3.3% | $3,365 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $10.19万 | 0.01% | 900 | 433 | 92.7% | $4.90万 | 加仓 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $10.13万 | 0.01% | 1,993 | -55,169 | -96.5% | -$280.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $10.12万 | 0.01% | 773 | 523 | 209.2% | $6.85万 | 加仓 |
| DDOG | DATADOG INC | $10.03万 | 0.01% | 850 | 100 | 13.3% | $1.18万 | 加仓 |
| BIL | SPDR SER TR | $9.98万 | 0.01% | 1,089 | 172 | 18.8% | $1.58万 | 加仓 |
| ICF | ISHARES TR | $9.85万 | 0.01% | 1,592 | 600 | 60.5% | $3.71万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $9.71万 | 0.01% | 1,546 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $9.71万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $9.62万 | 0.01% | 603 | 1 | 0.2% | $160 | 加仓 |
| VLO | VALERO ENERGY CORP | $9.31万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $9.20万 | 0.01% | 7,031 | 1,675 | 31.3% | $2.19万 | 加仓 |
| AZO | AUTOZONE INC | $9.12万 | 0.01% | 27 | -25 | -48.1% | -$8.44万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $9.12万 | 0.01% | 1,832 | 49 | 2.7% | $2,439 | 加仓 |
| ENB | ENBRIDGE INC | $9.11万 | 0.01% | 1,682 | 292 | 21.0% | $1.58万 | 加仓 |
| TGT | TARGET CORP | $9.01万 | 0.01% | 743 | 0 | 0.0% | — | 不变 |
| EVTR | MORGAN STANLEY ETF TRUST | $8.97万 | 0.01% | 1,768 | -127,914 | -98.6% | -$649.27万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $8.94万 | 0.01% | 3,439 | 3,439 | — | $8.94万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $8.72万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |