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 |
|---|---|---|---|---|---|---|---|---|
| AVMC | AMERICAN CENTY ETF TR | $1.37万 | 0.00% | 171 | 171 | — | $1.37万 | 新建仓 |
| ALLE | ALLEGION PLC | $1.36万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.36万 | 0.00% | 110 | 46 | 71.9% | $5,688 | 加仓 |
| NLR | VANECK ETF TRUST | $1.36万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDUSTRIES | $1.35万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1.32万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SER TR | $1.28万 | 0.00% | 280 | 2 | 0.7% | $92 | 加仓 |
| DJT | TRUMP MEDIA TECHNOLOGY GRO | $1.28万 | 0.00% | 1,654 | 33 | 2.0% | $255 | 加仓 |
| IUSG | ISHARES TR | $1.26万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.24万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.24万 | 0.00% | 75 | -80 | -51.6% | -$1.32万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.23万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP SUNOCO FIN CORP | $1.22万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1.22万 | 0.00% | 579 | -275 | -32.2% | -$5,783 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.22万 | 0.00% | 19 | 7 | 58.3% | $4,482 | 加仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $1.21万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $1.21万 | 0.00% | 120 | 120 | — | $1.21万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $1.20万 | 0.00% | 650 | 390 | 150.0% | $7,227 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.20万 | 0.00% | 121 | 1 | 0.8% | $99 | 加仓 |
| IYF | ISHARES TR | $1.20万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $1.19万 | 0.00% | 128 | 1 | 0.8% | $93 | 加仓 |
| IUSV | ISHARES TR | $1.19万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $1.19万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $1.19万 | 0.00% | 192 | 50 | 35.2% | $3,088 | 加仓 |
| NKE | NIKE INC | $1.19万 | 0.00% | 289 | 31 | 12.0% | $1,272 | 加仓 |
| REAL | THE REALREAL INC | $1.18万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1.17万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1.16万 | 0.00% | 73 | 10 | 15.9% | $1,587 | 加仓 |
| NUE | NUCOR CORP | $1.15万 | 0.00% | 51 | 1 | 2.0% | $225 | 加仓 |
| FLRN | SPDR SER TR | $1.14万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.14万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.13万 | 0.00% | 149 | 96 | 181.1% | $7,266 | 加仓 |
| GVI | ISHARES TR | $1.13万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1.12万 | 0.00% | 542 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.12万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $1.12万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $1.11万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.10万 | 0.00% | 266 | -77 | -22.4% | -$3,176 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $1.10万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE TRADED FD | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $1.09万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1.09万 | 0.00% | 200 | 200 | — | $1.09万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1.08万 | 0.00% | 309 | 250 | 423.7% | $8,757 | 加仓 |
| DTM | DT MIDSTREAM INC | $1.06万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.05万 | 0.00% | 92 | 1 | 1.1% | $114 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $1.04万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1.04万 | 0.00% | 90 | -1 | -1.1% | -$115 | 减仓 |
| SPBO | SPDR SER TR | $1.03万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $1.03万 | 0.00% | 728 | -910 | -55.6% | -$1.29万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $1.03万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $1.02万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.02万 | 0.00% | 215 | 215 | — | $1.02万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $1.02万 | 0.00% | 373 | 9 | 2.5% | $246 | 加仓 |
| CCJ | CAMECO CORP | $1.02万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $9,972 | 0.00% | 340 | 70 | 25.9% | $2,053 | 加仓 |
| SMH | VANECK ETF TRUST | $9,838 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $9,784 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP | $9,768 | 0.00% | 2,065 | 13 | 0.6% | $61 | 加仓 |
| SD | SANDRIDGE ENERGY INC | $9,261 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $9,249 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $9,238 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9,168 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| POWW | AMMO INC | $9,120 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $9,090 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $8,914 | 0.00% | 95 | 10 | 11.8% | $938 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $8,896 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $8,629 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $8,610 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,526 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $8,487 | 0.00% | 5 | 1 | 25.0% | $1,697 | 加仓 |
| BC | BRUNSWICK CORP | $8,424 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $8,421 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $8,397 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $8,370 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $8,030 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $7,998 | 0.00% | 300 | 300 | — | $7,998 | 新建仓 |
| TTD | THE TRADE DESK INC | $7,955 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $7,780 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,759 | 0.00% | 75 | 30 | 66.7% | $3,104 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $7,725 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $7,601 | 0.00% | 28 | -16 | -36.4% | -$4,343 | 减仓 |
| BIDU | BAIDU INC | $7,543 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK DECKER INC | $7,530 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $7,489 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $7,433 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $7,422 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $7,353 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $7,342 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $7,334 | 0.00% | 100 | 100 | — | $7,334 | 新建仓 |
| NFRA | FLEXSHARES TR | $7,310 | 0.00% | 114 | 114 | — | $7,310 | 新建仓 |
| — | SPDR SER TR | $7,304 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7,285 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| HYFI | AB ACTIVE ETFS INC | $7,182 | 0.00% | 192 | 3 | 1.6% | $112 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $7,168 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7,158 | 0.00% | 18 | 2 | 12.5% | $795 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $7,148 | 0.00% | 412 | 343 | 497.1% | $5,951 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $7,091 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | PEARL DIVER CREDIT COMPANY I | $7,075 | 0.00% | 710 | 200 | 39.2% | $1,993 | 加仓 |
| WTFC | WINTRUST FINL CORP | $7,072 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | UNITED STS COMMODITY INDEX F | $7,041 | 0.00% | 76 | 0 | 0.0% | — | 不变 |