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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $5,555.63万 | 13.99% | 756,795 | -29,970 | -3.8% | -$220.01万 | 减仓 |
| IVV | ISHARES TR | $5,474.92万 | 13.79% | 73,107 | -2,264 | -3.0% | -$169.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,357.67万 | 10.97% | 505,882 | -12,884 | -2.5% | -$110.98万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,695.14万 | 9.31% | 447,083 | -17,647 | -3.8% | -$145.85万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,208.65万 | 8.08% | 147,233 | -160 | -0.1% | -$3.49万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,718.98万 | 6.85% | 324,654 | -5,477 | -1.7% | -$45.87万 | 减仓 |
| IJH | ISHARES TR | $2,265.07万 | 5.70% | 293,746 | -6,209 | -2.1% | -$47.88万 | 减仓 |
| IJR | ISHARES TR | $1,964.40万 | 4.95% | 132,452 | -3,692 | -2.7% | -$54.76万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,568.21万 | 3.95% | 310,046 | 7,569 | 2.5% | $38.28万 | 加仓 |
| IWD | ISHARES TR | $1,215.06万 | 3.06% | 50,120 | -586 | -1.2% | -$14.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,079.89万 | 2.72% | 180,916 | -2,421 | -1.3% | -$14.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,038.29万 | 2.61% | 28,059 | -277 | -1.0% | -$10.25万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,029.01万 | 2.59% | 66,693 | -504 | -0.8% | -$7.78万 | 减仓 |
| IXUS | ISHARES TR | $913.24万 | 2.30% | 95,687 | 131 | 0.1% | $1.25万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $701.97万 | 1.77% | 190,390 | -495 | -0.3% | -$1.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $637.82万 | 1.61% | 21,042 | 37 | 0.2% | $1.12万 | 加仓 |
| AAPL | APPLE INC | $302.45万 | 0.76% | 10,452 | 249 | 2.4% | $7.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $242.58万 | 0.61% | 9,983 | -168 | -1.7% | -$4.08万 | 减仓 |
| IJT | ISHARES TR | $205.12万 | 0.52% | 11,485 | -129 | -1.1% | -$2.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.75万 | 0.28% | 1,483 | -9 | -0.6% | -$6,721 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $108.36万 | 0.27% | 6,904 | -357 | -4.9% | -$5.60万 | 减仓 |
| IJS | ISHARES TR | $105.42万 | 0.27% | 7,713 | 31 | 0.4% | $4,237 | 加仓 |
| IWO | ISHARES TR | $87.43万 | 0.22% | 2,219 | -83 | -3.6% | -$3.27万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $63.35万 | 0.16% | 2,573 | -1 | -0.0% | -$246 | 减仓 |
| AMZN | AMAZON COM INC | $54.34万 | 0.14% | 2,280 | 1,000 | 78.1% | $23.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.02万 | 0.13% | 514 | 2 | 0.4% | $2,024 | 加仓 |
| IVW | ISHARES TR | $47.65万 | 0.12% | 3,465 | -232 | -6.3% | -$3.19万 | 减仓 |
| IWF | ISHARES TR | $46.63万 | 0.12% | 3,755 | -489 | -11.5% | -$6.07万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $46.63万 | 0.12% | 8,476 | 27 | 0.3% | $1,485 | 加仓 |
| AON | AON PLC | $44.40万 | 0.11% | 1,338 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $41.43万 | 0.10% | 653 | 2 | 0.3% | $1,269 | 加仓 |
| VV | VANGUARD INDEX FDS | $41.23万 | 0.10% | 1,199 | -89 | -6.9% | -$3.06万 | 减仓 |
| IVE | ISHARES TR | $39.40万 | 0.10% | 1,735 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $37.88万 | 0.10% | 1,525 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.89万 | 0.09% | 1,097 | 6 | 0.5% | $1,963 | 加仓 |
| META | META PLATFORMS INC | $30.97万 | 0.08% | 550 | 1 | 0.2% | $563 | 加仓 |
| MCD | MCDONALDS CORP | $28.96万 | 0.07% | 1,072 | 7 | 0.7% | $1,891 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.18万 | 0.07% | 630 | 4 | 0.6% | $1,662 | 加仓 |
| ORCL | ORACLE CORP | $22.88万 | 0.06% | 1,561 | 4 | 0.3% | $586 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $22.02万 | 0.06% | 1,903 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $21.34万 | 0.05% | 4,578 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.58万 | 0.05% | 2,325 | 32 | 1.4% | $2,833 | 加仓 |
| IWV | ISHARES TR | $20.01万 | 0.05% | 469 | -4 | -0.8% | -$1,707 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $19.13万 | 0.05% | 2,323 | 4 | 0.2% | $329 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $15.67万 | 0.04% | 866 | 3 | 0.3% | $543 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $15.15万 | 0.04% | 640 | 3 | 0.5% | $710 | 加仓 |
| PG | PROCTER & GAMBLE CO | $15.05万 | 0.04% | 1,026 | 132 | 14.8% | $1.94万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $12.85万 | 0.03% | 813 | -33 | -3.9% | -$5,216 | 减仓 |
| IYW | ISHARES TR | $12.07万 | 0.03% | 479 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.13万 | 0.03% | 360 | 2 | 0.6% | $563 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $10.04万 | 0.03% | 2,768 | 4 | 0.1% | $145 | 加仓 |
| IWM | ISHARES TR | $9.39万 | 0.02% | 313 | -4 | -1.3% | -$1,201 | 减仓 |
| IEFA | ISHARES TR | $9.28万 | 0.02% | 961 | 30 | 3.2% | $2,898 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $9.16万 | 0.02% | 1,904 | 5 | 0.3% | $241 | 加仓 |
| ESGV | VANGUARD WORLD FD | $8.97万 | 0.02% | 678 | 158 | 30.4% | $2.09万 | 加仓 |
| PEP | PEPSICO INC | $8.75万 | 0.02% | 646 | 7 | 1.1% | $948 | 加仓 |
| HD | HOME DEPOT INC | $7.88万 | 0.02% | 223 | 163 | 271.7% | $5.76万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $7.87万 | 0.02% | 740 | -14 | -1.9% | -$1,488 | 减仓 |
| ALL | ALLSTATE CORP | $7.69万 | 0.02% | 323 | 323 | — | $7.69万 | 新建仓 |
| MS | MORGAN STANLEY | $7.42万 | 0.02% | 355 | 355 | — | $7.42万 | 新建仓 |
| GOOGL | ALPHABET INC | $7.15万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.09万 | 0.02% | 555 | -75 | -11.9% | -$9,586 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6.78万 | 0.02% | 96 | -6 | -5.9% | -$4,236 | 减仓 |
| DGRO | ISHARES TR | $6.53万 | 0.02% | 862 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.48万 | 0.02% | 391 | 53 | 15.7% | $8,783 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.85万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $5.79万 | 0.01% | 1,367 | 380 | 38.5% | $1.61万 | 加仓 |
| EMR | EMERSON ELEC CO | $5.70万 | 0.01% | 398 | 1 | 0.3% | $143 | 加仓 |
| DGRW | WISDOMTREE TR | $5.69万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $5.54万 | 0.01% | 1,524 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $5.38万 | 0.01% | 668 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $5.37万 | 0.01% | 1,129 | 1,129 | — | $5.37万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $5.27万 | 0.01% | 1,297 | -21 | -1.6% | -$854 | 减仓 |
| CSCO | CISCO SYS INC | $4.83万 | 0.01% | 411 | 250 | 155.3% | $2.94万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $4.76万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TR | $4.69万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $4.50万 | 0.01% | 630 | 250 | 65.8% | $1.78万 | 加仓 |
| MTZ | MASTEC INC | $4.16万 | 0.01% | 100 | 100 | — | $4.16万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.98万 | 0.01% | 136 | 1 | 0.7% | $293 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.90万 | 0.01% | 154 | 1 | 0.7% | $253 | 加仓 |
| IEMG | ISHARES INC | $3.90万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $3.60万 | 0.01% | 50 | 50 | — | $3.60万 | 新建仓 |
| GE | GE AEROSPACE | $3.51万 | 0.01% | 94 | 31 | 49.2% | $1.16万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.35万 | 0.01% | 150 | 1 | 0.7% | $223 | 加仓 |
| USMV | ISHARES TR | $3.17万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.06万 | 0.01% | 426 | 6 | 1.4% | $431 | 加仓 |
| — | EXXON MOBIL CORP | $2.83万 | 0.01% | 207 | 1 | 0.5% | $137 | 加仓 |
| MSFT | MICROSOFT CORP | $2.81万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2.71万 | 0.01% | 23 | 8 | 53.3% | $9,419 | 加仓 |
| WFC | WELLS FARGO & CO | $2.60万 | 0.01% | 315 | 2 | 0.6% | $165 | 加仓 |
| QCOM | QUALCOMM INC | $2.48万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $2.15万 | 0.01% | 261 | 64 | 32.5% | $5,275 | 加仓 |
| LOW | LOWES COS INC | $2.01万 | 0.01% | 91 | 91 | — | $2.01万 | 新建仓 |
| T | AT&T INC | $1.97万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.90万 | 0.00% | 100 | 100 | — | $1.90万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.87万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.67万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1.65万 | 0.00% | 673 | 182 | 37.1% | $4,468 | 加仓 |
| MRK | MERCK & CO INC | $1.61万 | 0.00% | 125 | 125 | — | $1.61万 | 新建仓 |
| CTVA | CORTEVA INC | $1.50万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |