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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $26.13万 | 0.02% | 1,185 | -322 | -21.4% | -$7.10万 | 减仓 |
| SLYG | SPDR SER TR | $25.91万 | 0.02% | 2,175 | 1 | 0.0% | $119 | 加仓 |
| GLDM | WORLD GOLD TR | $24.57万 | 0.02% | 3,094 | 15 | 0.5% | $1,191 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $23.99万 | 0.02% | 1,196 | -8 | -0.7% | -$1,605 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $23.99万 | 0.02% | 6,506 | 115 | 1.8% | $4,240 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.73万 | 0.02% | 311 | -20 | -6.0% | -$1.53万 | 减仓 |
| BA | BOEING CO | $23.14万 | 0.02% | 1,069 | 29 | 2.8% | $6,278 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.49万 | 0.02% | 832 | -48 | -5.5% | -$1.30万 | 减仓 |
| IGV | ISHARES TR | $21.53万 | 0.01% | 2,376 | -266 | -10.1% | -$2.41万 | 减仓 |
| BAC | BANK AMERICA CORP | $21.18万 | 0.01% | 3,717 | -140 | -3.6% | -$7,976 | 减仓 |
| GM | GENERAL MTRS CO | $20.89万 | 0.01% | 2,710 | -392 | -12.6% | -$3.02万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.76万 | 0.01% | 4,083 | 44 | 1.1% | $2,237 | 加仓 |
| PLXS | PLEXUS CORP | $20.48万 | 0.01% | 681 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $20.35万 | 0.01% | 1,325 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $20.29万 | 0.01% | 1,279 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $20.13万 | 0.01% | 595 | -400 | -40.2% | -$13.53万 | 减仓 |
| SMR | NUSCALE PWR CORP | $19.89万 | 0.01% | 19,833 | 7,171 | 56.6% | $7.19万 | 加仓 |
| ABT | ABBOTT LABS | $19.88万 | 0.01% | 2,191 | 650 | 42.2% | $5.90万 | 加仓 |
| XBI | SPDR SER TR | $19.87万 | 0.01% | 1,256 | 747 | 146.8% | $11.82万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $19.80万 | 0.01% | 5,948 | 406 | 7.3% | $1.35万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $19.74万 | 0.01% | 7,127 | 217 | 3.1% | $6,011 | 加仓 |
| BUFC | AB ACTIVE ETFS INC | $19.59万 | 0.01% | 4,602 | -4,760 | -50.8% | -$20.26万 | 减仓 |
| VMC | VULCAN MATLS CO | $19.18万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE TRADED FD | $19.00万 | 0.01% | 6,464 | 112 | 1.8% | $3,293 | 加仓 |
| XEL | XCEL ENERGY INC | $18.92万 | 0.01% | 2,356 | 7 | 0.3% | $562 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $18.53万 | 0.01% | 1,670 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $18.32万 | 0.01% | 3,467 | 3 | 0.1% | $159 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $18.24万 | 0.01% | 857 | 46 | 5.7% | $9,790 | 加仓 |
| VPU | VANGUARD WORLD FD | $18.14万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $18.04万 | 0.01% | 354 | 24 | 7.3% | $1.22万 | 加仓 |
| IWP | ISHARES TR | $17.98万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $17.90万 | 0.01% | 1,523 | -656 | -30.1% | -$7.71万 | 减仓 |
| IWB | ISHARES TR | $17.77万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $17.75万 | 0.01% | 3,570 | -65 | -1.8% | -$3,231 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $17.61万 | 0.01% | 2,441 | -81 | -3.2% | -$5,845 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $17.41万 | 0.01% | 2,106 | -9 | -0.4% | -$744 | 减仓 |
| ARKK | ARK ETF TR | $17.34万 | 0.01% | 2,145 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $17.33万 | 0.01% | 4,743 | -257 | -5.1% | -$9,388 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $17.31万 | 0.01% | 1,795 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $17.28万 | 0.01% | 3,253 | -533 | -14.1% | -$2.83万 | 减仓 |
| BP | BP PLC | $17.10万 | 0.01% | 4,627 | -151 | -3.2% | -$5,580 | 减仓 |
| DDOG | DATADOG INC | $16.92万 | 0.01% | 650 | -200 | -23.5% | -$5.21万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $16.67万 | 0.01% | 1,141 | -86 | -7.0% | -$1.26万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $16.28万 | 0.01% | 2,134 | 140 | 7.0% | $1.07万 | 加仓 |
| SYK | STRYKER CORPORATION | $16.03万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $15.98万 | 0.01% | 917 | 8 | 0.9% | $1,394 | 加仓 |
| EXC | EXELON CORP | $15.90万 | 0.01% | 3,411 | 13 | 0.4% | $606 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $15.23万 | 0.01% | 6,784 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE | $15.16万 | 0.01% | 858 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $15.10万 | 0.01% | 846 | -407 | -32.5% | -$7.27万 | 减仓 |
| PFE | PFIZER INC | $14.90万 | 0.01% | 6,188 | -3,081 | -33.2% | -$7.42万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $14.56万 | 0.01% | 4,183 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $14.52万 | 0.01% | 285 | 10 | 3.6% | $5,093 | 加仓 |
| COP | CONOCOPHILLIPS | $14.52万 | 0.01% | 1,396 | 30 | 2.2% | $3,119 | 加仓 |
| IDU | ISHARES TR | $14.26万 | 0.01% | 1,244 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $13.97万 | 0.01% | 5,337 | 1,898 | 55.2% | $4.97万 | 加仓 |
| IAU | ISHARES GOLD TR | $13.97万 | 0.01% | 1,850 | 61 | 3.4% | $4,606 | 加仓 |
| VST | VISTRA CORP | $13.90万 | 0.01% | 876 | -45 | -4.9% | -$7,139 | 减仓 |
| TPHD | TIMOTHY PLAN | $13.87万 | 0.01% | 3,280 | 1 | 0.0% | $42 | 加仓 |
| IJR | ISHARES TR | $13.84万 | 0.01% | 933 | 234 | 33.5% | $3.47万 | 加仓 |
| MET | METLIFE INC | $13.59万 | 0.01% | 1,607 | 4 | 0.2% | $338 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $13.56万 | 0.01% | 5,086 | -400 | -7.3% | -$1.07万 | 减仓 |
| FISV | FISERV INC | $13.35万 | 0.01% | 2,721 | -1,347 | -33.1% | -$6.61万 | 减仓 |
| BE | BLOOM ENERGY CORP | $13.02万 | 0.01% | 430 | 38 | 9.7% | $1.15万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $12.65万 | 0.01% | 999 | 226 | 29.2% | $2.86万 | 加仓 |
| — | RBB FUND TRUST | $12.55万 | 0.01% | 8,518 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $12.54万 | 0.01% | 1,207 | 58 | 5.0% | $6,025 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $12.33万 | 0.01% | 246 | -14 | -5.4% | -$7,020 | 减仓 |
| PGR | PROGRESSIVE CORP | $12.26万 | 0.01% | 561 | 8 | 1.4% | $1,749 | 加仓 |
| C | CITIGROUP INC | $12.25万 | 0.01% | 875 | 262 | 42.7% | $3.67万 | 加仓 |
| QCOM | QUALCOMM INC | $12.20万 | 0.01% | 660 | 23 | 3.6% | $4,250 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $12.05万 | 0.01% | 2,458 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $11.91万 | 0.01% | 1,204 | 12 | 1.0% | $1,187 | 加仓 |
| PFF | ISHARES TR | $11.90万 | 0.01% | 3,902 | -400 | -9.3% | -$1.22万 | 减仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $11.78万 | 0.01% | 8,598 | 231 | 2.8% | $3,165 | 加仓 |
| VOE | VANGUARD INDEX FDS | $11.43万 | 0.01% | 578 | -24 | -4.0% | -$4,745 | 减仓 |
| TJX | TJX COS INC NEW | $11.39万 | 0.01% | 752 | 149 | 24.7% | $2.26万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $11.35万 | 0.01% | 262 | 12 | 4.8% | $5,200 | 加仓 |
| DIS | DISNEY WALT CO | $11.34万 | 0.01% | 1,178 | 29 | 2.5% | $2,791 | 加仓 |
| BIL | SPDR SER TR | $11.15万 | 0.01% | 1,216 | 127 | 11.7% | $1.16万 | 加仓 |
| FDX | FEDEX CORP | $11.12万 | 0.01% | 355 | -111 | -23.8% | -$3.48万 | 减仓 |
| ETR | ENTERGY CORP NEW | $11.02万 | 0.01% | 959 | 5 | 0.5% | $574 | 加仓 |
| J | JACOBS SOLUTIONS INC | $10.94万 | 0.01% | 868 | 1 | 0.1% | $126 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $10.92万 | 0.01% | 1,616 | -119 | -6.9% | -$8,042 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $10.84万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $10.77万 | 0.01% | 1,592 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $10.55万 | 0.01% | 1,824 | -469 | -20.5% | -$2.71万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.23万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $10.21万 | 0.01% | 1,845 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $10.17万 | 0.01% | 1,766 | -380 | -17.7% | -$2.19万 | 减仓 |
| JNK | SPDR SER TR | $10.12万 | 0.01% | 1,050 | -56 | -5.1% | -$5,396 | 减仓 |
| VSGX | VANGUARD WORLD FD | $10.06万 | 0.01% | 1,222 | 7 | 0.6% | $576 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $9.96万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $9.87万 | 0.01% | 379 | 2 | 0.5% | $521 | 加仓 |
| TGT | TARGET CORP | $9.73万 | 0.01% | 745 | 2 | 0.3% | $261 | 加仓 |
| VCEB | VANGUARD WORLD FD | $9.70万 | 0.01% | 1,546 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $9.70万 | 0.01% | 1,993 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $9.69万 | 0.01% | 96 | 2 | 2.1% | $2,018 | 加仓 |
| FTCS | FIRST TR EXCHANGE TRADED FD | $9.62万 | 0.01% | 1,025 | -350 | -25.5% | -$3.29万 | 减仓 |
| USB | US BANCORP DEL | $9.35万 | 0.01% | 1,548 | 59 | 4.0% | $3,564 | 加仓 |