Newton One Investments LLC
NEWARK DE · SEC CIK 0001842787
$3.97亿2026Q2 申报市值
146持仓数
80.6%前十大占比 · 第一大 14.0%
26 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTEB 加仓+$38.28万
AMZN 加仓+$23.83万
ALL 新建仓+$7.69万
MS 新建仓+$7.42万
AAPL 加仓+$7.21万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$220.01万
IVV 减仓-$169.55万
VCIT 减仓-$145.85万
VUG 减仓-$110.98万
IJR 减仓-$54.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,000 | -100.0% | -$17.44万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -60 | -100.0% | -$8,267 | 清仓 |
| — | BEYOND MEAT INC | $8 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $123 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $591 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $685 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $996 | 0.00% | 7 | 7 | — | $996 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,288 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,852 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,162 | 0.00% | 92 | 2 | 2.2% | $47 | 加仓 |
| VOD | VODAFONE GROUP PLC | $2,474 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3,710 | 0.00% | 35 | 1 | 2.9% | $106 | 加仓 |
| DIS | DISNEY WALT CO | $3,746 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $3,930 | 0.00% | 200 | 200 | — | $3,930 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $3,997 | 0.00% | 125 | 125 | — | $3,997 | 新建仓 |
| ONON | ON HLDG AG | $4,038 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $4,461 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4,816 | 0.00% | 200 | 200 | — | $4,816 | 新建仓 |
| OLN | OLIN CORP | $4,955 | 0.00% | 250 | 250 | — | $4,955 | 新建仓 |
| SGOV | ISHARES TR | $5,235 | 0.00% | 52 | 52 | — | $5,235 | 新建仓 |
| NVO | NOVO-NORDISK A S | $5,514 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,625 | 0.00% | 206 | 3 | 1.5% | $82 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $5,823 | 0.00% | 46 | 46 | — | $5,823 | 新建仓 |
| — | GABELLI CONV & INC SECS FD I | $5,850 | 0.00% | 1,250 | 1,250 | — | $5,850 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $6,106 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $7,335 | 0.00% | 100 | 100 | — | $7,335 | 新建仓 |
| O | REALTY INCOME CORP | $7,745 | 0.00% | 125 | 125 | — | $7,745 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $8,139 | 0.00% | 60 | -120 | -66.7% | -$1.63万 | 重新持有 |
| BHP | BHP BILLITON LIMITED | $8,331 | 0.00% | 100 | 100 | — | $8,331 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $8,604 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $9,060 | 0.00% | 150 | 150 | — | $9,060 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $9,282 | 0.00% | 52 | 1 | 2.0% | $178 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $9,529 | 0.00% | 234 | 234 | — | $9,529 | 新建仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $1.02万 | 0.00% | 512 | 512 | — | $1.02万 | 新建仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $1.05万 | 0.00% | 568 | 568 | — | $1.05万 | 新建仓 |
| PINS | PINTEREST INC | $1.05万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.06万 | 0.00% | 155 | 2 | 1.3% | $136 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.06万 | 0.00% | 200 | 200 | — | $1.06万 | 新建仓 |
| KO | COCA COLA CO | $1.12万 | 0.00% | 138 | 1 | 0.7% | $81 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.22万 | 0.00% | 13 | 13 | — | $1.22万 | 新建仓 |
| UNM | UNUM GROUP | $1.25万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.26万 | 0.00% | 153 | 2 | 1.3% | $165 | 加仓 |
| TSLA | TESLA INC | $1.26万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $1.34万 | 0.00% | 1,746 | 14 | 0.8% | $108 | 加仓 |
| ENB | ENBRIDGE INC | $1.36万 | 0.00% | 250 | 250 | — | $1.36万 | 新建仓 |
| LYFT | LYFT INC | $1.41万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.44万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.44万 | 0.00% | 250 | 3 | 1.2% | $173 | 加仓 |
| CTVA | CORTEVA INC | $1.50万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1.61万 | 0.00% | 125 | 125 | — | $1.61万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $1.65万 | 0.00% | 673 | 182 | 37.1% | $4,468 | 加仓 |
| MMM | 3M CO | $1.67万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $1.87万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.90万 | 0.00% | 100 | 100 | — | $1.90万 | 新建仓 |
| T | AT&T INC | $1.97万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2.01万 | 0.01% | 91 | 91 | — | $2.01万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $2.15万 | 0.01% | 261 | 64 | 32.5% | $5,275 | 加仓 |
| QCOM | QUALCOMM INC | $2.48万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.60万 | 0.01% | 315 | 2 | 0.6% | $165 | 加仓 |
| GEV | GE VERNOVA INC | $2.71万 | 0.01% | 23 | 8 | 53.3% | $9,419 | 加仓 |
| MSFT | MICROSOFT CORP | $2.81万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $2.83万 | 0.01% | 207 | 1 | 0.5% | $137 | 加仓 |
| MO | ALTRIA GROUP INC | $3.06万 | 0.01% | 426 | 6 | 1.4% | $431 | 加仓 |
| USMV | ISHARES TR | $3.17万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.35万 | 0.01% | 150 | 1 | 0.7% | $223 | 加仓 |
| GE | GE AEROSPACE | $3.51万 | 0.01% | 94 | 31 | 49.2% | $1.16万 | 加仓 |
| PWR | QUANTA SVCS INC | $3.60万 | 0.01% | 50 | 50 | — | $3.60万 | 新建仓 |
| IEMG | ISHARES INC | $3.90万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3.90万 | 0.01% | 154 | 1 | 0.7% | $253 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.98万 | 0.01% | 136 | 1 | 0.7% | $293 | 加仓 |
| MTZ | MASTEC INC | $4.16万 | 0.01% | 100 | 100 | — | $4.16万 | 新建仓 |
| NFLX | NETFLIX INC. | $4.50万 | 0.01% | 630 | 250 | 65.8% | $1.78万 | 加仓 |
| DOL | WISDOMTREE TR | $4.69万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $4.76万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $4.83万 | 0.01% | 411 | 250 | 155.3% | $2.94万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $5.27万 | 0.01% | 1,297 | -21 | -1.6% | -$854 | 减仓 |
| NI | NISOURCE INC | $5.37万 | 0.01% | 1,129 | 1,129 | — | $5.37万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $5.38万 | 0.01% | 668 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $5.54万 | 0.01% | 1,524 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $5.69万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $5.70万 | 0.01% | 398 | 1 | 0.3% | $143 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.79万 | 0.01% | 1,367 | 380 | 38.5% | $1.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.85万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.48万 | 0.02% | 391 | 53 | 15.7% | $8,783 | 加仓 |
| DGRO | ISHARES TR | $6.53万 | 0.02% | 862 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6.78万 | 0.02% | 96 | -6 | -5.9% | -$4,236 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.09万 | 0.02% | 555 | -75 | -11.9% | -$9,586 | 减仓 |
| GOOGL | ALPHABET INC | $7.15万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7.42万 | 0.02% | 355 | 355 | — | $7.42万 | 新建仓 |
| ALL | ALLSTATE CORP | $7.69万 | 0.02% | 323 | 323 | — | $7.69万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $7.87万 | 0.02% | 740 | -14 | -1.9% | -$1,488 | 减仓 |
| HD | HOME DEPOT INC | $7.88万 | 0.02% | 223 | 163 | 271.7% | $5.76万 | 加仓 |
| PEP | PEPSICO INC | $8.75万 | 0.02% | 646 | 7 | 1.1% | $948 | 加仓 |
| ESGV | VANGUARD WORLD FD | $8.97万 | 0.02% | 678 | 158 | 30.4% | $2.09万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $9.16万 | 0.02% | 1,904 | 5 | 0.3% | $241 | 加仓 |
| IEFA | ISHARES TR | $9.28万 | 0.02% | 961 | 30 | 3.2% | $2,898 | 加仓 |
| IWM | ISHARES TR | $9.39万 | 0.02% | 313 | -4 | -1.3% | -$1,201 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $10.04万 | 0.03% | 2,768 | 4 | 0.1% | $145 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.13万 | 0.03% | 360 | 2 | 0.6% | $563 | 加仓 |
| IYW | ISHARES TR | $12.07万 | 0.03% | 479 | 0 | 0.0% | — | 不变 |