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 |
|---|---|---|---|---|---|---|---|---|
| VSGX | VANGUARD WORLD FD | $8.72万 | 0.01% | 1,215 | -3 | -0.2% | -$215 | 减仓 |
| IJR | ISHARES TR | $8.69万 | 0.01% | 699 | 495 | 242.6% | $6.15万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $8.34万 | 0.01% | 1,147 | 1 | 0.1% | $73 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $8.32万 | 0.01% | 1,837 | 1,528 | 494.5% | $6.92万 | 加仓 |
| IYE | ISHARES TR | $8.26万 | 0.01% | 1,276 | 113 | 9.7% | $7,317 | 加仓 |
| QCOM | QUALCOMM INC | $8.20万 | 0.01% | 637 | 2 | 0.3% | $258 | 加仓 |
| FSK | FS KKR CAP CORP | $8.14万 | 0.01% | 7,997 | -3,996 | -33.3% | -$4.07万 | 减仓 |
| OEF | ISHARES TR | $8.08万 | 0.01% | 254 | 250 | 6,250.0% | $7.95万 | 加仓 |
| RPM | RPM INTL INC | $7.95万 | 0.01% | 800 | 4 | 0.5% | $397 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $7.93万 | 0.01% | 1,667 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.92万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $7.83万 | 0.01% | 5,800 | 1,300 | 28.9% | $1.75万 | 加仓 |
| NVO | NOVO NORDISK A S | $7.77万 | 0.01% | 2,114 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $7.74万 | 0.01% | 1,489 | -94 | -5.9% | -$4,889 | 减仓 |
| IHF | ISHARES TR | $7.72万 | 0.01% | 1,845 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $7.42万 | 0.01% | 3,022 | 1,000 | 49.5% | $2.45万 | 加仓 |
| LQD | ISHARES TR | $7.35万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| YEAR | AB ACTIVE ETFS INC | $7.30万 | 0.01% | 1,445 | 7 | 0.5% | $353 | 加仓 |
| IYH | ISHARES TR | $7.28万 | 0.01% | 1,181 | -79 | -6.3% | -$4,870 | 减仓 |
| DVY | ISHARES TR | $7.27万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7.23万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $7.10万 | 0.01% | 2,535 | -2,105 | -45.4% | -$5.89万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $7.08万 | 0.01% | 3,276 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $7.01万 | 0.01% | 1,495 | 1 | 0.1% | $47 | 加仓 |
| — | HOLOGIC INC | $6.99万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.95万 | 0.01% | 613 | -90 | -12.8% | -$1.02万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.73万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $6.64万 | 0.00% | 384 | 255 | 197.7% | $4.41万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $6.59万 | 0.00% | 1,002 | 800 | 396.0% | $5.26万 | 加仓 |
| MSTR | MICROSTRATEGY INC | $6.51万 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SER TR | $6.50万 | 0.00% | 509 | -80 | -13.6% | -$1.02万 | 减仓 |
| IJJ | ISHARES TR | $6.47万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $6.37万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE SEC SOLUTIO | $6.35万 | 0.00% | 900 | 100 | 12.5% | $7,051 | 加仓 |
| — | ISHARES TR | $6.34万 | 0.00% | 2,916 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $6.29万 | 0.00% | 1,003 | -501 | -33.3% | -$3.14万 | 减仓 |
| IYK | ISHARES TR | $6.25万 | 0.00% | 892 | -887 | -49.9% | -$6.21万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $6.24万 | 0.00% | 222 | -193 | -46.5% | -$5.42万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $6.23万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $6.22万 | 0.00% | 400 | -69 | -14.7% | -$1.07万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $6.13万 | 0.00% | 1,169 | -1,683 | -59.0% | -$8.82万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $6.02万 | 0.00% | 1,312 | 775 | 144.3% | $3.56万 | 加仓 |
| AMGN | AMGEN INC | $6.02万 | 0.00% | 171 | -66 | -27.8% | -$2.32万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.97万 | 0.00% | 302 | 302 | — | $5.97万 | 新建仓 |
| WSO | WATSCO INC | $5.82万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $5.69万 | 0.00% | 300 | -290 | -49.2% | -$5.50万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $5.66万 | 0.00% | 173 | -1 | -0.6% | -$327 | 减仓 |
| TER | TERADYNE INC | $5.54万 | 0.00% | 187 | 4 | 2.2% | $1,186 | 加仓 |
| IWM | ISHARES TR | $5.48万 | 0.00% | 221 | 190 | 612.9% | $4.71万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $5.45万 | 0.00% | 1,625 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $5.38万 | 0.00% | 1,000 | 1,000 | — | $5.38万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $5.34万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW | $5.33万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $5.31万 | 0.00% | 392 | 12 | 3.2% | $1,626 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $5.30万 | 0.00% | 797 | 98 | 14.0% | $6,516 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $5.27万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $5.25万 | 0.00% | 1,216 | 503 | 70.5% | $2.17万 | 加仓 |
| ET | ENERGY TRANSFER L P | $5.24万 | 0.00% | 2,717 | 26 | 1.0% | $502 | 加仓 |
| IGSB | ISHARES TR | $5.24万 | 0.00% | 997 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $5.22万 | 0.00% | 286 | 217 | 314.5% | $3.96万 | 加仓 |
| FTGS | FIRST TR EXCHANGE TRADED FD | $5.21万 | 0.00% | 1,531 | -1,531 | -50.0% | -$5.21万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $5.16万 | 0.00% | 668 | 168 | 33.6% | $1.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.15万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $5.11万 | 0.00% | 12,400 | -7,035 | -36.2% | -$2.90万 | 减仓 |
| TPSC | TIMOTHY PLAN | $5.09万 | 0.00% | 1,199 | -187 | -13.5% | -$7,939 | 减仓 |
| D | DOMINION ENERGY INC | $5.09万 | 0.00% | 823 | 241 | 41.4% | $1.49万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.05万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| SCIO | FIRST TR EXCHANGE TRADED FD | $4.97万 | 0.00% | 2,408 | -7,614 | -76.0% | -$15.72万 | 减仓 |
| DOV | DOVER CORP | $4.94万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $4.94万 | 0.00% | 417 | -547 | -56.7% | -$6.48万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $4.94万 | 0.00% | 249 | -210 | -45.8% | -$4.16万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $4.89万 | 0.00% | 951 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $4.88万 | 0.00% | 413 | -138 | -25.0% | -$1.63万 | 减仓 |
| EEMX | SPDR INDEX SHS FDS | $4.84万 | 0.00% | 1,096 | 28 | 2.6% | $1,237 | 加仓 |
| RDDT | REDDIT INC | $4.82万 | 0.00% | 358 | 10 | 2.9% | $1,347 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.82万 | 0.00% | 464 | 1 | 0.2% | $104 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $4.81万 | 0.00% | 1,300 | -830 | -39.0% | -$3.07万 | 减仓 |
| IOO | ISHARES TR | $4.65万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $4.59万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| TMUS | T MOBILE US INC | $4.46万 | 0.00% | 212 | 100 | 89.3% | $2.10万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.43万 | 0.00% | 228 | -8 | -3.4% | -$1,553 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $4.40万 | 0.00% | 972 | -219 | -18.4% | -$9,908 | 减仓 |
| SERV | SERVE ROBOTICS INC | $4.39万 | 0.00% | 5,196 | 4,000 | 334.4% | $3.38万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $4.36万 | 0.00% | 873 | 8 | 0.9% | $400 | 加仓 |
| THC | TENET HEALTHCARE CORP | $4.28万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $4.28万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4.24万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MLS INC | $4.23万 | 0.00% | 1,137 | 200 | 21.3% | $7,444 | 加仓 |
| IEMG | ISHARES INC | $4.23万 | 0.00% | 606 | 190 | 45.7% | $1.33万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4.23万 | 0.00% | 1,879 | -1,836 | -49.4% | -$4.13万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $4.22万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $4.21万 | 0.00% | 279 | 100 | 55.9% | $1.51万 | 加仓 |
| WELL | WELLTOWER INC | $4.20万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $4.18万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.15万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $4.14万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $4.05万 | 0.00% | 1,412 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SER TR | $4.00万 | 0.00% | 879 | 7 | 0.8% | $319 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $3.99万 | 0.00% | 484 | 6 | 1.3% | $494 | 加仓 |
| IEFA | ISHARES TR | $3.98万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |