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 |
|---|---|---|---|---|---|---|---|---|
| FLRN | SPDR SER TR | $1.14万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $1.14万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.14万 | 0.00% | 174 | 20 | 13.0% | $1,306 | 加仓 |
| EFX | EQUIFAX INC | $1.13万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $1.13万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $1.13万 | 0.00% | 127 | -101 | -44.3% | -$8,950 | 减仓 |
| RYN | RAYONIER INC | $1.12万 | 0.00% | 545 | 545 | — | $1.12万 | 新建仓 |
| IYF | ISHARES TR | $1.11万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.10万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.10万 | 0.00% | 46 | 30 | 187.5% | $7,200 | 加仓 |
| SD | SANDRIDGE ENERGY INC | $1.10万 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV HIGH INCOME F | $1.10万 | 0.00% | 1,009 | -991 | -49.5% | -$1.08万 | 减仓 |
| CCJ | CAMECO CORP | $1.09万 | 0.00% | 100 | 100 | — | $1.09万 | 新建仓 |
| INTU | INTUIT | $1.08万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.07万 | 0.00% | 116 | -24 | -17.1% | -$2,211 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1.06万 | 0.00% | 309 | -4,050 | -92.9% | -$13.94万 | 减仓 |
| PWR | QUANTA SVCS INC | $1.04万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $1.04万 | 0.00% | 120 | 120 | — | $1.04万 | 新建仓 |
| IUSG | ISHARES TR | $1.04万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V | $1.04万 | 0.00% | 100 | 100 | — | $1.04万 | 新建仓 |
| SPBO | SPDR SER TR | $1.03万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE TRADED FD | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1.03万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $1.03万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $1.03万 | 0.00% | 648 | 188 | 40.9% | $2,976 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.01万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.01万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $1.01万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $1.01万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1.00万 | 0.00% | 41 | -12 | -22.6% | -$2,929 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $9,990 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $9,984 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $9,830 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $9,772 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SPEU | SPDR INDEX SHS FDS | $9,750 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $9,729 | 0.00% | 188 | 188 | — | $9,729 | 新建仓 |
| DTM | DT MIDSTREAM INC | $9,696 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $9,638 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $9,623 | 0.00% | 247 | 247 | — | $9,623 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $9,619 | 0.00% | 60 | -216 | -78.3% | -$3.46万 | 减仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $9,619 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $9,480 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $9,469 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $9,435 | 0.00% | 896 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $9,415 | 0.00% | 32 | -32 | -50.0% | -$9,415 | 减仓 |
| ZS | ZSCALER INC | $9,399 | 0.00% | 67 | -40 | -37.4% | -$5,611 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $9,276 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $9,225 | 0.00% | 85 | -85 | -50.0% | -$9,225 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $9,199 | 0.00% | 379 | 379 | — | $9,199 | 新建仓 |
| REAL | THE REALREAL INC | $9,080 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $9,051 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $9,010 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $8,899 | 0.00% | 426 | 312 | 273.7% | $6,518 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $8,891 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $8,868 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8,864 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $8,800 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $8,788 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $8,732 | 0.00% | 517 | 256 | 98.1% | $4,324 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8,672 | 0.00% | 410 | 250 | 156.2% | $5,288 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $8,640 | 0.00% | 2,052 | -1,948 | -48.7% | -$8,202 | 减仓 |
| — | VANECK ETF TRUST | $8,519 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $8,512 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $8,488 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $8,453 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $8,303 | 0.00% | 142 | -84 | -37.2% | -$4,912 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $8,300 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $8,273 | 0.00% | 24 | -20 | -45.5% | -$6,894 | 减仓 |
| EFG | ISHARES TR | $8,130 | 0.00% | 73 | 73 | — | $8,130 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $8,057 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| POWW | AMMO INC | $8,040 | 0.00% | 4,000 | 2,000 | 100.0% | $4,020 | 加仓 |
| IFRA | ISHARES TR | $8,008 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE TRADED FD | $7,941 | 0.00% | 379 | -207 | -35.3% | -$4,337 | 减仓 |
| EL | LAUDER ESTEE COS INC | $7,937 | 0.00% | 111 | -213 | -65.7% | -$1.52万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $7,916 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7,841 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $7,684 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $7,555 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7,538 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $7,461 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7,376 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $7,354 | 0.00% | 66 | 66 | — | $7,354 | 新建仓 |
| BC | BRUNSWICK CORP | $7,276 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | UNITED STS COMMODITY INDEX F | $7,244 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $7,214 | 0.00% | 92 | -113 | -55.1% | -$8,861 | 减仓 |
| QUAL | ISHARES TR | $7,097 | 0.00% | 37 | 37 | — | $7,097 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $7,051 | 0.00% | 214 | 214 | — | $7,051 | 新建仓 |
| HYFI | AB ACTIVE ETFS INC | $7,041 | 0.00% | 189 | -384 | -67.0% | -$1.43万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $7,036 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $7,027 | 0.00% | 194 | 194 | — | $7,027 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $7,007 | 0.00% | 1,020 | -28 | -2.7% | -$192 | 减仓 |
| MELI | MERCADOLIBRE INC | $6,916 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $6,880 | 0.00% | 500 | 500 | — | $6,880 | 新建仓 |
| GLW | CORNING INC | $6,813 | 0.00% | 50 | 50 | — | $6,813 | 新建仓 |
| CHWY | CHEWY INC | $6,750 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $6,540 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $6,498 | 0.00% | 2,166 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $6,476 | 0.00% | 215 | 0 | 0.0% | — | 不变 |