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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $1.44万 | 0.00% | 250 | 3 | 1.2% | $173 | 加仓 |
| ECL | ECOLAB INC | $1.44万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1.41万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.36万 | 0.00% | 250 | 250 | — | $1.36万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $1.34万 | 0.00% | 1,746 | 14 | 0.8% | $108 | 加仓 |
| TSLA | TESLA INC | $1.26万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.26万 | 0.00% | 153 | 2 | 1.3% | $165 | 加仓 |
| UNM | UNUM GROUP | $1.25万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $1.22万 | 0.00% | 13 | 13 | — | $1.22万 | 新建仓 |
| KO | COCA COLA CO | $1.12万 | 0.00% | 138 | 1 | 0.7% | $81 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.06万 | 0.00% | 200 | 200 | — | $1.06万 | 新建仓 |
| D | DOMINION ENERGY INC | $1.06万 | 0.00% | 155 | 2 | 1.3% | $136 | 加仓 |
| PINS | PINTEREST INC | $1.05万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $1.05万 | 0.00% | 568 | 568 | — | $1.05万 | 新建仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $1.02万 | 0.00% | 512 | 512 | — | $1.02万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $9,529 | 0.00% | 234 | 234 | — | $9,529 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $9,282 | 0.00% | 52 | 1 | 2.0% | $178 | 加仓 |
| USB | US BANCORP | $9,060 | 0.00% | 150 | 150 | — | $9,060 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $8,604 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $8,331 | 0.00% | 100 | 100 | — | $8,331 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $8,139 | 0.00% | 60 | -120 | -66.7% | -$1.63万 | 重新持有 |
| O | REALTY INCOME CORP | $7,745 | 0.00% | 125 | 125 | — | $7,745 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7,335 | 0.00% | 100 | 100 | — | $7,335 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $6,106 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| — | GABELLI CONV & INC SECS FD I | $5,850 | 0.00% | 1,250 | 1,250 | — | $5,850 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $5,823 | 0.00% | 46 | 46 | — | $5,823 | 新建仓 |
| DOW | DOW HLDGS INC | $5,625 | 0.00% | 206 | 3 | 1.5% | $82 | 加仓 |
| NVO | NOVO-NORDISK A S | $5,514 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $5,235 | 0.00% | 52 | 52 | — | $5,235 | 新建仓 |
| OLN | OLIN CORP | $4,955 | 0.00% | 250 | 250 | — | $4,955 | 新建仓 |
| PFE | PFIZER INC | $4,816 | 0.00% | 200 | 200 | — | $4,816 | 新建仓 |
| — | AMPLIFY ETF TR | $4,461 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $4,038 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3,997 | 0.00% | 125 | 125 | — | $3,997 | 新建仓 |
| CHWY | CHEWY INC | $3,930 | 0.00% | 200 | 200 | — | $3,930 | 新建仓 |
| DIS | DISNEY WALT CO | $3,746 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3,710 | 0.00% | 35 | 1 | 2.9% | $106 | 加仓 |
| VOD | VODAFONE GROUP PLC | $2,474 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,162 | 0.00% | 92 | 2 | 2.2% | $47 | 加仓 |
| SOLV | SOLVENTUM CORP | $1,852 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,288 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $996 | 0.00% | 7 | 7 | — | $996 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $685 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $591 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $123 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $8 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| 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 |