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 |
|---|---|---|---|---|---|---|---|---|
| — | BEYOND MEAT INC | $8 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $114 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $429 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $704 | 0.00% | 19 | 19 | — | $704 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,431 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,568 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,025 | 0.00% | 90 | 2 | 2.3% | $45 | 加仓 |
| VOD | VODAFONE GROUP PLC | $2,809 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3,346 | 0.00% | 34 | 1 | 3.0% | $98 | 加仓 |
| — | AMPLIFY ETF TR | $3,657 | 0.00% | 55 | -11 | -16.7% | -$731 | 减仓 |
| DIS | DISNEY WALT CO | $3,751 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $3,879 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $4,227 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6,289 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $8,267 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $8,475 | 0.00% | 203 | 1 | 0.5% | $42 | 加仓 |
| PINS | PINTEREST INC | $9,170 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $9,252 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $9,477 | 0.00% | 153 | 1 | 0.7% | $62 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $9,725 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $9,925 | 0.00% | 518 | -1,324 | -71.9% | -$2.54万 | 减仓 |
| UNM | UNUM GROUP | $1.01万 | 0.00% | 139 | 1 | 0.7% | $73 | 加仓 |
| KO | COCA COLA CO | $1.04万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1.12万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.19万 | 0.00% | 151 | -65 | -30.1% | -$5,102 | 减仓 |
| CSCO | CISCO SYS INC | $1.25万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1.28万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.31万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $1.37万 | 0.00% | 1,732 | 11 | 0.6% | $87 | 加仓 |
| ECL | ECOLAB INC | $1.37万 | 0.00% | 52 | 1 | 2.0% | $264 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.41万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $1.41万 | 0.00% | 197 | -71 | -26.5% | -$5,096 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1.43万 | 0.00% | 247 | 2 | 0.8% | $115 | 加仓 |
| CTVA | CORTEVA INC | $1.48万 | 0.00% | 177 | 1 | 0.6% | $84 | 加仓 |
| MMM | 3M CO | $1.49万 | 0.00% | 103 | 1 | 1.0% | $145 | 加仓 |
| QCOM | QUALCOMM INC | $1.72万 | 0.00% | 134 | 1 | 0.8% | $128 | 加仓 |
| GE | GE AEROSPACE | $1.79万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $1.98万 | 0.01% | 60 | 20 | 50.0% | $6,602 | 加仓 |
| WFC | WELLS FARGO & CO | $2.49万 | 0.01% | 313 | 2 | 0.6% | $159 | 加仓 |
| T | AT&T INC | $2.75万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $2.77万 | 0.01% | 420 | 8 | 1.9% | $527 | 加仓 |
| MSFT | MICROSOFT CORP | $2.79万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.02万 | 0.01% | 149 | 1 | 0.7% | $203 | 加仓 |
| USMV | ISHARES TR | $3.05万 | 0.01% | 329 | -39 | -10.6% | -$3,617 | 减仓 |
| IEMG | ISHARES INC | $3.29万 | 0.01% | 471 | -26 | -5.2% | -$1,814 | 减仓 |
| — | EXXON MOBIL CORP | $3.49万 | 0.01% | 206 | 2 | 1.0% | $339 | 加仓 |
| NFLX | NETFLIX INC. | $3.65万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3.74万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.92万 | 0.01% | 135 | 1 | 0.7% | $291 | 加仓 |
| DOL | WISDOMTREE TR | $4.29万 | 0.01% | 631 | -1,222 | -65.9% | -$8.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4.80万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $4.82万 | 0.01% | 1,318 | -126 | -8.7% | -$4,612 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.95万 | 0.01% | 987 | 1 | 0.1% | $50 | 加仓 |
| EMR | EMERSON ELEC CO | $5.20万 | 0.01% | 397 | 2 | 0.5% | $262 | 加仓 |
| DGRW | WISDOMTREE TR | $5.23万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.61万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $5.76万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $5.82万 | 0.02% | 1,524 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $5.84万 | 0.02% | 520 | -98 | -15.9% | -$1.10万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $5.98万 | 0.02% | 5,500 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $6.05万 | 0.02% | 862 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6.31万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $6.91万 | 0.02% | 630 | -1 | -0.2% | -$110 | 减仓 |
| CVX | CHEVRON CORPORATION | $6.99万 | 0.02% | 338 | 3 | 0.9% | $620 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $7.07万 | 0.02% | 754 | -45 | -5.6% | -$4,218 | 减仓 |
| IWM | ISHARES TR | $7.87万 | 0.02% | 317 | -12 | -3.6% | -$2,977 | 减仓 |
| IEFA | ISHARES TR | $8.43万 | 0.02% | 931 | -402 | -30.2% | -$3.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.67万 | 0.02% | 358 | 2 | 0.6% | $485 | 加仓 |
| IYW | ISHARES TR | $8.68万 | 0.02% | 479 | 1 | 0.2% | $181 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $8.88万 | 0.02% | 1,899 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $9.11万 | 0.02% | 2,764 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $9.93万 | 0.03% | 639 | 12 | 1.9% | $1,864 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $12.53万 | 0.03% | 846 | -442 | -34.3% | -$6.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $12.92万 | 0.04% | 894 | 6 | 0.7% | $867 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $13.71万 | 0.04% | 637 | 2 | 0.3% | $430 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $14.27万 | 0.04% | 863 | 3 | 0.3% | $496 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $16.50万 | 0.04% | 2,319 | 2 | 0.1% | $142 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $16.95万 | 0.05% | 626 | 4 | 0.6% | $1,083 | 加仓 |
| NVDA | NVIDIA CORPORATION | $17.44万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $17.54万 | 0.05% | 473 | -113 | -19.3% | -$4.19万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $18.60万 | 0.05% | 1,903 | -227 | -10.7% | -$2.22万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $18.90万 | 0.05% | 2,293 | -346 | -13.1% | -$2.85万 | 减仓 |
| EXC | EXELON CORP | $22.44万 | 0.06% | 4,578 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.91万 | 0.06% | 1,557 | 4 | 0.3% | $588 | 加仓 |
| AMZN | AMAZON COM INC | $26.66万 | 0.07% | 1,280 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.42万 | 0.09% | 549 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $32.10万 | 0.09% | 1,091 | 5 | 0.5% | $1,471 | 加仓 |
| MCD | MCDONALDS CORP | $33.09万 | 0.09% | 1,065 | 6 | 0.6% | $1,864 | 加仓 |
| IVE | ISHARES TR | $36.64万 | 0.10% | 1,735 | -17 | -1.0% | -$3,590 | 减仓 |
| DE | DEERE & CO | $36.69万 | 0.10% | 651 | 1 | 0.2% | $564 | 加仓 |
| VV | VANGUARD INDEX FDS | $38.49万 | 0.10% | 1,288 | -36 | -2.7% | -$1.08万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $40.94万 | 0.11% | 8,449 | 30 | 0.4% | $1,454 | 加仓 |
| IVW | ISHARES TR | $41.82万 | 0.11% | 3,697 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $42.59万 | 0.12% | 1,525 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $43.20万 | 0.12% | 1,338 | 3 | 0.2% | $969 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.33万 | 0.12% | 512 | 3 | 0.6% | $2,539 | 加仓 |
| IWF | ISHARES TR | $45.25万 | 0.12% | 1,061 | -14 | -1.3% | -$5,971 | 减仓 |
| VXF | VANGUARD INDEX FDS | $52.97万 | 0.14% | 2,574 | 2 | 0.1% | $412 | 加仓 |
| IWO | ISHARES TR | $72.23万 | 0.20% | 2,302 | -78 | -3.3% | -$2.45万 | 减仓 |
| IJS | ISHARES TR | $90.99万 | 0.25% | 7,682 | 1,535 | 25.0% | $18.18万 | 加仓 |