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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $2,510 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $2,484 | 0.00% | 70 | 20 | 40.0% | $710 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,467 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| WD | WALKER DUNLOP INC | $2,462 | 0.00% | 55 | -48 | -46.6% | -$2,149 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $2,426 | 0.00% | 120 | 15 | 14.3% | $303 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $2,423 | 0.00% | 216 | 166 | 332.0% | $1,862 | 加仓 |
| CI | THE CIGNA GROUP | $2,401 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2,388 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,372 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $2,357 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2,339 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $2,338 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $2,317 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $2,288 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SER TR | $2,280 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | NOVA MINERALS LTD | $2,219 | 0.00% | 378 | 100 | 36.0% | $587 | 加仓 |
| U | UNITY SOFTWARE INC | $2,194 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $2,189 | 0.00% | 33 | 33 | — | $2,189 | 新建仓 |
| MDT | MEDTRONIC PLC | $2,166 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD | $2,144 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SER TR | $2,128 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,029 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $2,006 | 0.00% | 32 | -24 | -42.9% | -$1,504 | 减仓 |
| SPLB | SPDR SER TR | $2,006 | 0.00% | 90 | 1 | 1.1% | $22 | 加仓 |
| TRGP | TARGA RES CORP | $2,006 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $2,005 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,990 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1,987 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1,936 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1,926 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | BAOZUN INC | $1,912 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $1,892 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $1,873 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $1,830 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $1,818 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,780 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $1,735 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1,722 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $1,715 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SER TR | $1,603 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $1,546 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $1,531 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1,506 | 0.00% | 60 | 60 | — | $1,506 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,485 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $1,464 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLS GROUP INC | $1,396 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,389 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $1,377 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $1,359 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $1,342 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1,340 | 0.00% | 18 | -18 | -50.0% | -$1,340 | 减仓 |
| LH | LABCORP HOLDINGS INC | $1,334 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $1,332 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $1,316 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $1,311 | 0.00% | 24 | -18 | -42.9% | -$983 | 减仓 |
| — | HERON THERAPEUTICS INC | $1,295 | 0.00% | 1,619 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $1,295 | 0.00% | 250 | 150 | 150.0% | $777 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1,281 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK CO INC | $1,261 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC | $1,258 | 0.00% | 100 | -10 | -9.1% | -$126 | 减仓 |
| AI | C3 AI INC | $1,246 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $1,210 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $1,182 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $1,129 | 0.00% | 34 | -40 | -54.1% | -$1,328 | 减仓 |
| XSSPX | NUVEEN S P 500 DYNAMIC OVERW | $1,125 | 0.00% | 70 | 70 | — | $1,125 | 新建仓 |
| FDUS | FIDUS INVT CORP | $1,104 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR FINANCIAL INC | $1,093 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,089 | 0.00% | 83 | 40 | 93.0% | $525 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,085 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1,083 | 0.00% | 18 | -1 | -5.3% | -$60 | 减仓 |
| UPB | UPSTREAM BIO INC | $1,080 | 0.00% | 120 | 60 | 100.0% | $540 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,068 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,038 | 0.00% | 69 | 7 | 11.3% | $105 | 加仓 |
| SRTA | BLADE AIR MOBILITY INC | $1,032 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $1,020 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $1,012 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1,003 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $993 | 0.00% | 13 | 13 | — | $993 | 新建仓 |
| UUUU | ENERGY FUELS INC | $967 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $901 | 0.00% | 62 | 62 | — | $901 | 新建仓 |
| VAW | VANGUARD WORLD FD | $901 | 0.00% | 4 | 4 | — | $901 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS INC | $893 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $872 | 0.00% | 34 | -136 | -80.0% | -$3,488 | 减仓 |
| — | COMPUGEN LTD | $852 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $838 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $834 | 0.00% | 1,574 | 388 | 32.7% | $206 | 加仓 |
| JEF | JEFFERIES FINL GROUP INC | $825 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF | $810 | 0.00% | 36 | -268 | -88.2% | -$6,030 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $773 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON CO | $773 | 0.00% | 129 | 48 | 59.3% | $288 | 加仓 |
| — | BEAZER HOMES USA INC | $770 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $751 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $741 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $711 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $702 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $700 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $655 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $646 | 0.00% | 28 | -7,624 | -99.6% | -$17.59万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $644 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TWIN | TWIN DISC INC | $633 | 0.00% | 42 | 0 | 0.0% | — | 不变 |