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 |
|---|---|---|---|---|---|---|---|---|
| LUNR | INTUITIVE MACHINES INC | $6,440 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $6,375 | 0.00% | 50 | 25 | 100.0% | $3,188 | 加仓 |
| OSPN | ONESPAN INC | $6,318 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $6,253 | 0.00% | 3,860 | 19 | 0.5% | $31 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $6,247 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6,219 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $6,158 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $6,148 | 0.00% | 270 | 20 | 8.0% | $455 | 加仓 |
| WTFC | WINTRUST FINL CORP | $6,113 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $6,019 | 0.00% | 635 | 503 | 381.1% | $4,768 | 加仓 |
| INOD | INNODATA INC | $5,793 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,762 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $5,751 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $5,725 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $5,704 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK DECKER INC | $5,685 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $5,672 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $5,631 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $5,622 | 0.00% | 8 | 8 | — | $5,622 | 新建仓 |
| RWT | REDWOOD TRUST INC | $5,610 | 0.00% | 1,000 | 1,000 | — | $5,610 | 新建仓 |
| — | SPDR SER TR | $5,560 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | GOHEALTH INC | $5,555 | 0.00% | 3,679 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $5,506 | 0.00% | 125 | -177 | -58.6% | -$7,796 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $5,505 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $5,443 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,373 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | PEARL DIVER CREDIT COMPANY I | $5,361 | 0.00% | 510 | -490 | -49.0% | -$5,151 | 减仓 |
| ADBE | ADOBE INC | $5,348 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,276 | 0.00% | 100 | -4 | -3.8% | -$211 | 减仓 |
| ICL | ICL GROUP LTD | $5,252 | 0.00% | 1,019 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $5,215 | 0.00% | 127 | 127 | — | $5,215 | 新建仓 |
| XOP | SPDR SER TR | $5,148 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SPGI | S P GLOBAL INC | $5,104 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EDD | MORGAN STANLEY EMERGING MKTS | $5,070 | 0.00% | 1,000 | 1,000 | — | $5,070 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $5,065 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $5,030 | 0.00% | 1,077 | 45 | 4.4% | $210 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,994 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $4,944 | 0.00% | 146 | 146 | — | $4,944 | 新建仓 |
| — | LEGGETT PLATT INC | $4,940 | 0.00% | 500 | 500 | — | $4,940 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $4,911 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $4,758 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $4,737 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4,719 | 0.00% | 36 | 17 | 89.5% | $2,228 | 加仓 |
| ARCC | ARES CAPITAL CORP | $4,685 | 0.00% | 260 | 260 | — | $4,685 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $4,640 | 0.00% | 400 | 400 | — | $4,640 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $4,605 | 0.00% | 500 | 500 | — | $4,605 | 新建仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $4,552 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $4,530 | 0.00% | 90 | -90 | -50.0% | -$4,530 | 减仓 |
| BUR | BURFORD CAP LTD | $4,520 | 0.00% | 1,000 | -500 | -33.3% | -$2,260 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,500 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $4,499 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $4,497 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4,451 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $4,357 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $4,325 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | UTSTARCOM HOLDINGS CORP | $4,270 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES | $4,256 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $4,229 | 0.00% | 313 | 197 | 169.8% | $2,662 | 加仓 |
| MLI | MUELLER INDS INC | $4,210 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE TRADED FD | $4,157 | 0.00% | 85 | -76 | -47.2% | -$3,717 | 减仓 |
| MPC | MARATHON PETE CORP | $4,151 | 0.00% | 17 | 17 | — | $4,151 | 新建仓 |
| JOBY | JOBY AVIATION INC | $4,130 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4,010 | 0.00% | 62 | -14 | -18.4% | -$905 | 减仓 |
| EWC | ISHARES INC | $4,000 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $3,961 | 0.00% | 97 | 10 | 11.5% | $408 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,939 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3,897 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $3,872 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $3,872 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $3,854 | 0.00% | 50 | 50 | — | $3,854 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3,834 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3,731 | 0.00% | 53 | 53 | — | $3,731 | 新建仓 |
| — | KOSS CORP | $3,580 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3,544 | 0.00% | 12 | -11 | -47.8% | -$3,249 | 减仓 |
| STM | STMICROELECTRONICS N V | $3,455 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $3,396 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $3,390 | 0.00% | 60 | -15 | -20.0% | -$848 | 减仓 |
| FOXA | FOX CORP | $3,387 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $3,368 | 0.00% | 37 | 27 | 270.0% | $2,458 | 加仓 |
| CCEP | COCA COLA EUROPACIFIC PARTNE | $3,311 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $3,258 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3,232 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $3,210 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HOLDINGS INC | $3,104 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $3,097 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $3,078 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | U S GOLD CORP | $3,038 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $3,015 | 0.00% | 45 | -14 | -23.7% | -$938 | 减仓 |
| WEN | WENDYS CO | $3,002 | 0.00% | 432 | 144 | 50.0% | $1,001 | 加仓 |
| — | QUANTUM SI INC | $2,983 | 0.00% | 3,854 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,911 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2,839 | 0.00% | 30 | -592 | -95.2% | -$5.60万 | 重新持有 |
| PBR/A | PETROLEO BRASILEIRO SA PETRO | $2,813 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $2,780 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $2,739 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2,732 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,651 | 0.00% | 100 | 40 | 66.7% | $1,060 | 加仓 |
| DVA | DAVITA INC | $2,613 | 0.00% | 17 | 17 | — | $2,613 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2,579 | 0.00% | 108 | 108 | — | $2,579 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $2,573 | 0.00% | 320 | 320 | — | $2,573 | 新建仓 |