Newton One Investments LLC
NEWARK DE · SEC CIK 0001842787
$3.68亿2026Q1 申报市值
121持仓数
81.5%前十大占比 · 第一大 15.7%
1 / 0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
VTV 加仓+$2,373.84万
IJR 加仓+$1,288.88万
VSS 加仓+$637.00万
BND 加仓+$197.92万
VCIT 加仓+$108.42万
2026Q1 卖出最多 按季末市值估算
IJT 减仓-$650.22万
VEU 减仓-$274.12万
IVV 减仓-$73.22万
VWO 减仓-$61.37万
IXUS 减仓-$31.72万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $97.05万 | 0.26% | 1,492 | 4 | 0.3% | $2,602 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $100.44万 | 0.27% | 7,261 | -1,177 | -13.9% | -$16.28万 | 减仓 |
| IJT | ISHARES TR | $168.06万 | 0.46% | 11,614 | -44,934 | -79.5% | -$650.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $220.53万 | 0.60% | 10,151 | -104 | -1.0% | -$2.26万 | 减仓 |
| AAPL | APPLE INC | $258.95万 | 0.70% | 10,203 | 9 | 0.1% | $2,284 | 加仓 |
| VB | VANGUARD INDEX FDS | $550.17万 | 1.49% | 21,005 | -5 | -0.0% | -$1,310 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $590.98万 | 1.60% | 190,885 | -2,183 | -1.1% | -$6.76万 | 减仓 |
| IXUS | ISHARES TR | $827.90万 | 2.25% | 95,556 | -3,661 | -3.7% | -$31.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $909.04万 | 2.47% | 28,336 | 715 | 2.6% | $22.94万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $979.66万 | 2.66% | 67,197 | 43,693 | 185.9% | $637.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $990.94万 | 2.69% | 183,337 | -11,354 | -5.8% | -$61.37万 | 减仓 |
| IWD | ISHARES TR | $1,083.44万 | 2.94% | 50,706 | -821 | -1.6% | -$17.54万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,509.06万 | 4.10% | 302,477 | 13,992 | 4.9% | $69.81万 | 加仓 |
| IJR | ISHARES TR | $1,692.41万 | 4.59% | 136,144 | 103,683 | 319.4% | $1,288.88万 | 加仓 |
| IJH | ISHARES TR | $2,025.60万 | 5.50% | 299,955 | 2,799 | 0.9% | $18.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,479.29万 | 6.73% | 330,131 | -36,501 | -10.0% | -$274.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,891.84万 | 7.85% | 147,393 | 120,991 | 458.3% | $2,373.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,776.55万 | 10.25% | 86,461 | 759 | 0.9% | $33.15万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,845.64万 | 10.44% | 464,730 | 13,102 | 2.9% | $108.42万 | 加仓 |
| IVV | ISHARES TR | $4,923.28万 | 13.36% | 75,371 | -1,121 | -1.5% | -$73.22万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,793.74万 | 15.72% | 786,765 | 26,877 | 3.5% | $197.92万 | 加仓 |