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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.44亿 | 18.21% | 759,045 | 38,408 | 5.3% | $1,232.17万 | 加仓 |
| SPYM | SPDR SER TR | $7,229.30万 | 5.41% | 944,513 | 39,366 | 4.3% | $301.31万 | 加仓 |
| IAGG | ISHARES TR | $6,056.89万 | 4.53% | 1,210,409 | 1,574 | 0.1% | $7.88万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5,869.81万 | 4.39% | 1,159,813 | 2,092 | 0.2% | $10.59万 | 加仓 |
| SPYV | SPDR SER TR | $5,592.80万 | 4.18% | 988,476 | -534,535 | -35.1% | -$3,024.40万 | 减仓 |
| SPAB | SPDR SER TR | $5,407.27万 | 4.04% | 2,110,566 | 2,160 | 0.1% | $5.53万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,496.36万 | 3.36% | 1,323,626 | -3,188 | -0.2% | -$10.83万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,175.99万 | 3.12% | 541,563 | 4,388 | 0.8% | $33.84万 | 加仓 |
| SPTM | SPDR SER TR | $3,606.22万 | 2.70% | 456,136 | 11,222 | 2.5% | $88.72万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,570.65万 | 2.67% | 484,880 | 9,635 | 2.0% | $70.95万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,152.51万 | 2.36% | 285,372 | -21,103 | -6.9% | -$233.12万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,149.21万 | 2.36% | 390,672 | 381,022 | 3,948.4% | $3,071.42万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $3,018.85万 | 2.26% | 296,722 | -12,751 | -4.1% | -$129.73万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,764.46万 | 2.07% | 605,577 | -1,059 | -0.2% | -$4.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,333.15万 | 1.74% | 600,399 | -6,777 | -1.1% | -$26.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,931.90万 | 1.44% | 40,315 | 374 | 0.9% | $17.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,774.15万 | 1.33% | 29,690 | 1,798 | 6.4% | $107.44万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,733.35万 | 1.30% | 84,225 | 4,308 | 5.4% | $88.66万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,723.36万 | 1.29% | 367,377 | 2,438 | 0.7% | $11.44万 | 加仓 |
| AAPL | APPLE INC | $1,716.55万 | 1.28% | 67,637 | -1,654 | -2.4% | -$41.98万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $1,386.89万 | 1.04% | 339,094 | 164,940 | 94.7% | $674.60万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $1,333.27万 | 1.00% | 92,306 | 3,617 | 4.1% | $52.24万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,248.77万 | 0.93% | 85,655 | -85 | -0.1% | -$1.24万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1,185.90万 | 0.89% | 138,476 | -834 | -0.6% | -$7.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,038.47万 | 0.78% | 23,775 | -542 | -2.2% | -$23.67万 | 减仓 |
| EFV | ISHARES TR | $1,006.44万 | 0.75% | 135,365 | -3,979 | -2.9% | -$29.58万 | 减仓 |
| SLYV | SPDR SER TR | $985.55万 | 0.74% | 104,203 | -2,384 | -2.2% | -$22.55万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $964.96万 | 0.72% | 228,502 | -9,189 | -3.9% | -$38.81万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $960.91万 | 0.72% | 86,740 | -12,444 | -12.5% | -$137.86万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $934.84万 | 0.70% | 320,920 | -314,011 | -49.5% | -$914.71万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $883.13万 | 0.66% | 187,582 | -72,289 | -27.8% | -$340.34万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $870.25万 | 0.65% | 188,897 | 184,026 | 3,778.0% | $847.81万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $859.79万 | 0.64% | 125,922 | -26,258 | -17.3% | -$179.29万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $808.19万 | 0.60% | 220,395 | 219,389 | 21,808.1% | $804.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $710.31万 | 0.53% | 23,768 | 1,372 | 6.1% | $41.00万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $668.09万 | 0.50% | 143,984 | 143,984 | — | $668.09万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $661.08万 | 0.49% | 99,982 | -1,052 | -1.0% | -$6.96万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $657.88万 | 0.49% | 124,646 | -9,053 | -6.8% | -$47.78万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $580.74万 | 0.43% | 39,075 | -873 | -2.2% | -$12.97万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $576.46万 | 0.43% | 29,381 | -95 | -0.3% | -$1.86万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $560.49万 | 0.42% | 544,162 | -108,840 | -16.7% | -$112.11万 | 减仓 |
| AMZN | AMAZON COM INC | $529.94万 | 0.40% | 25,445 | -927 | -3.5% | -$19.31万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $502.02万 | 0.38% | 88,570 | 3,524 | 4.1% | $19.97万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $490.96万 | 0.37% | 42,408 | 4,062 | 10.6% | $47.03万 | 加仓 |
| SPSB | SPDR SER TR | $452.59万 | 0.34% | 150,512 | -759 | -0.5% | -$2.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $446.78万 | 0.33% | 25,618 | -223 | -0.9% | -$3.89万 | 减仓 |
| VGT | VANGUARD WORLD FD | $446.61万 | 0.33% | 6,401 | -24 | -0.4% | -$1.67万 | 减仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $433.52万 | 0.32% | 26,502 | 20,316 | 328.4% | $332.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $428.22万 | 0.32% | 17,666 | 295 | 1.7% | $7.15万 | 加仓 |
| IBND | SPDR SER TR | $425.49万 | 0.32% | 136,901 | 1,700 | 1.3% | $5.28万 | 加仓 |
| ITOT | ISHARES TR | $369.25万 | 0.28% | 25,925 | -147 | -0.6% | -$2.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $364.19万 | 0.27% | 24,897 | -218 | -0.9% | -$3.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $359.28万 | 0.27% | 6,225 | -166 | -2.6% | -$9.58万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $346.90万 | 0.26% | 37,038 | 31,623 | 584.0% | $296.18万 | 加仓 |
| VEA | VANGUARD TAX MANAGED FDS | $338.10万 | 0.25% | 52,762 | 3,008 | 6.0% | $19.28万 | 加仓 |
| SPYG | SPDR SER TR | $335.55万 | 0.25% | 34,271 | -3,217 | -8.6% | -$31.50万 | 减仓 |
| VB | VANGUARD INDEX FDS | $333.72万 | 0.25% | 12,741 | 292 | 2.3% | $7.65万 | 加仓 |
| NOBL | PROSHARES TR | $322.17万 | 0.24% | 30,390 | 274 | 0.9% | $2.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $311.88万 | 0.23% | 8,425 | 823 | 10.8% | $30.47万 | 加仓 |
| VDC | VANGUARD WORLD FD | $281.71万 | 0.21% | 12,543 | -38 | -0.3% | -$8,534 | 减仓 |
| JPM | JPMORGAN CHASE CO | $273.11万 | 0.20% | 9,284 | -31 | -0.3% | -$9,119 | 减仓 |
| VCR | VANGUARD WORLD FD | $270.19万 | 0.20% | 7,526 | -126 | -1.6% | -$4.52万 | 减仓 |
| WMT | WALMART INC | $254.53万 | 0.19% | 20,481 | -785 | -3.7% | -$9.76万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $248.81万 | 0.19% | 31,281 | 31,281 | — | $248.81万 | 新建仓 |
| FDD | FIRST TR STOXX EUROPEAN SELE | $243.11万 | 0.18% | 136,504 | 131,688 | 2,734.4% | $234.54万 | 加仓 |
| MGK | VANGUARD WORLD FD | $242.36万 | 0.18% | 6,596 | 473 | 7.7% | $17.38万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $239.26万 | 0.18% | 16,155 | 3,370 | 26.4% | $49.91万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $238.30万 | 0.18% | 29,933 | 1,490 | 5.2% | $11.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $230.36万 | 0.17% | 8,021 | 167 | 2.1% | $4.80万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $226.97万 | 0.17% | 229,958 | 105,498 | 84.8% | $104.13万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $207.44万 | 0.16% | 33,829 | -110,988 | -76.6% | -$680.58万 | 减仓 |
| MCD | MCDONALDS CORP | $189.07万 | 0.14% | 6,083 | 959 | 18.7% | $29.81万 | 加仓 |
| SLV | ISHARES SILVER TR | $182.55万 | 0.14% | 26,791 | 165 | 0.6% | $1.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $177.83万 | 0.13% | 32,901 | 2,462 | 8.1% | $13.31万 | 加仓 |
| GLD | SPDR GOLD TR | $163.08万 | 0.12% | 3,790 | 163 | 4.5% | $7.01万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $150.50万 | 0.11% | 6,157 | 143 | 2.4% | $3.50万 | 加仓 |
| SPY | SPDR S P 500 ETF TR | $149.03万 | 0.11% | 2,292 | -16 | -0.7% | -$1.04万 | 减仓 |
| O | REALTY INCOME CORP | $145.80万 | 0.11% | 23,832 | 3,854 | 19.3% | $23.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $143.64万 | 0.11% | 10,306 | -209 | -2.0% | -$2.91万 | 减仓 |
| GOOGL | ALPHABET INC | $142.72万 | 0.11% | 4,963 | 95 | 2.0% | $2.73万 | 加仓 |
| TSLA | TESLA INC | $136.92万 | 0.10% | 3,683 | 10 | 0.3% | $3,717 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $132.13万 | 0.10% | 39,126 | -96,528 | -71.2% | -$325.98万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $128.81万 | 0.10% | 16,250 | 992 | 6.5% | $7.86万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $127.22万 | 0.10% | 12,931 | 573 | 4.6% | $5.64万 | 加仓 |
| VHT | VANGUARD WORLD FD | $126.86万 | 0.09% | 4,658 | 146 | 3.2% | $3.98万 | 加仓 |
| T | AT T INC | $122.49万 | 0.09% | 42,252 | 8,381 | 24.7% | $24.30万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $120.30万 | 0.09% | 23,888 | -10,182 | -29.9% | -$51.28万 | 减仓 |
| OSK | OSHKOSH CORP | $119.00万 | 0.09% | 8,084 | -407 | -4.8% | -$5.99万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $115.54万 | 0.09% | 23,613 | 114 | 0.5% | $5,578 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $113.46万 | 0.08% | 19,381 | 1,551 | 8.7% | $9.08万 | 加仓 |
| RTX | RTX CORPORATION | $105.34万 | 0.08% | 5,461 | 154 | 2.9% | $2.97万 | 加仓 |
| SOXX | ISHARES TR | $103.18万 | 0.08% | 3,139 | 274 | 9.6% | $9.01万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $100.91万 | 0.08% | 25,593 | -11,831 | -31.6% | -$46.65万 | 减仓 |
| VIS | VANGUARD WORLD FD | $98.73万 | 0.07% | 3,162 | 612 | 24.0% | $19.11万 | 加仓 |
| IVE | ISHARES TR | $97.61万 | 0.07% | 4,623 | 185 | 4.2% | $3.91万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $96.63万 | 0.07% | 19,345 | 1,818 | 10.4% | $9.08万 | 加仓 |
| IYW | ISHARES TR | $96.23万 | 0.07% | 5,304 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $95.12万 | 0.07% | 3,147 | 19 | 0.6% | $5,743 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $94.77万 | 0.07% | 19,197 | 874 | 4.8% | $4.31万 | 加仓 |
| META | META PLATFORMS INC | $94.34万 | 0.07% | 1,649 | -268 | -14.0% | -$15.33万 | 减仓 |