NewEdge Wealth, LLC
STAMFORD CT · SEC CIK 0001861796
$100.06亿2026Q2 申报市值
1,232持仓数
27.5%前十大占比 · 第一大 5.6%
116 / 47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
USFR 加仓+$1.75亿
P 新建仓+$7,264.25万
NVDA 加仓+$4,474.05万
MS 加仓+$3,448.56万
TXN 加仓+$2,563.13万
2026Q2 卖出最多 按季末市值估算
CRM 减仓-$3,194.90万
WFC 减仓-$2,707.52万
AR 重新持有-$2,024.10万
ISHG 减仓-$1,696.99万
AMGN 减仓-$1,327.64万
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 |
|---|---|---|---|---|---|---|---|---|
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -368,211 | -100.0% | -$785.76万 | 清仓 |
| IAU | ISHARES GOLD TR 看跌期权 | $0 | 0.00% | 0 | -72,500 | -100.0% | -$639.16万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -148,645 | -100.0% | -$606.47万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -141,900 | -100.0% | -$344.96万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -32,200 | -100.0% | -$230.58万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -19,003 | -100.0% | -$194.17万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -43,927 | -100.0% | -$173.60万 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -91,998 | -100.0% | -$136.34万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -37,434 | -100.0% | -$131.54万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -19,583 | -100.0% | -$121.57万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -46,972 | -100.0% | -$121.56万 | 清仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $0 | 0.00% | 0 | -7,400 | -100.0% | -$90.86万 | 清仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $0 | 0.00% | 0 | -5,526 | -100.0% | -$89.69万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$63.45万 | 清仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$61.34万 | 清仓 |
| AVGO | BROADCOM INC 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$46.43万 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -26,640 | -100.0% | -$41.43万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -11,269 | -100.0% | -$40.46万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -17,978 | -100.0% | -$40.43万 | 清仓 |
| INVX | INNOVEX INTERNATIONAL INC | $0 | 0.00% | 0 | -15,814 | -100.0% | -$38.57万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -21,419 | -100.0% | -$38.02万 | 清仓 |
| TSLA | TESLA INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$37.17万 | 清仓 |
| VTES | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -3,335 | -100.0% | -$33.73万 | 清仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -16,639 | -100.0% | -$33.36万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -5,472 | -100.0% | -$33.17万 | 清仓 |
| CWEN | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -7,127 | -100.0% | -$28.00万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -11,257 | -100.0% | -$26.23万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -4,899 | -100.0% | -$25.46万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,439 | -100.0% | -$24.89万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -1,178 | -100.0% | -$24.36万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,731 | -100.0% | -$24.29万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,149 | -100.0% | -$23.69万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -1,646 | -100.0% | -$22.97万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -5,272 | -100.0% | -$22.75万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -642 | -100.0% | -$22.72万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -1,716 | -100.0% | -$21.72万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,733 | -100.0% | -$21.54万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -2,845 | -100.0% | -$21.43万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -3,417 | -100.0% | -$21.38万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,910 | -100.0% | -$20.72万 | 清仓 |
| OUSA | ALPS ETF TR | $0 | 0.00% | 0 | -3,714 | -100.0% | -$20.68万 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $0 | 0.00% | 0 | -11,520 | -100.0% | -$17.11万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,323 | -100.0% | -$14.50万 | 清仓 |
| ADBE | ADOBE INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$9.72万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -40,370 | -100.0% | -$7.91万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -19,325 | -100.0% | -$4.10万 | 清仓 |
| MSOS | ADVISORSHARES TR 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$1,775 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $1,374 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $3,329 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $6,629 | 0.00% | 165,323 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $7,172 | 0.00% | 400 | 400 | — | $7,172 | 新建仓 |
| DOCU | DOCUSIGN INC 看涨期权 | $8,884 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $2.06万 | 0.00% | 14,119 | -11 | -0.1% | -$16 | 减仓 |
| MSTR | STRATEGY INC 看涨期权 | $2.61万 | 0.00% | 300 | 300 | — | $2.61万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $2.93万 | 0.00% | 12,813 | 2,000 | 18.5% | $4,580 | 加仓 |
| — | GREENLAND ENERGY CO | $3.30万 | 0.00% | 15,000 | 15,000 | — | $3.30万 | 新建仓 |
| — | ANIXA BIOSCIENCES INC | $3.50万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| RBBN | RIBBON COMMUNICATIONS INC | $3.80万 | 0.00% | 16,260 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $4.20万 | 0.00% | 12,115 | 12,115 | — | $4.20万 | 新建仓 |
| DNN | DENISON MINES CORP | $4.59万 | 0.00% | 15,000 | -5,000 | -25.0% | -$1.53万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $5.63万 | 0.00% | 100 | 100 | — | $5.63万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $7.94万 | 0.00% | 10,077 | 10,077 | — | $7.94万 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $8.79万 | 0.00% | 10,414 | 10,414 | — | $8.79万 | 新建仓 |
| — | TSCAN THERAPEUTICS INC | $8.96万 | 0.00% | 91,463 | 0 | 0.0% | — | 不变 |
| BTX | BLACKROCK TECH AND PRIVATE E | $9.72万 | 0.00% | 10,767 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $9.84万 | 0.00% | 11,789 | 316 | 2.8% | $2,639 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $9.87万 | 0.00% | 16,790 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $10.04万 | 0.00% | 11,254 | 11,254 | — | $10.04万 | 新建仓 |
| VSTM | VERASTEM INC | $10.63万 | 0.00% | 27,826 | 1,941 | 7.5% | $7,415 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $11.04万 | 0.00% | 13,111 | 43 | 0.3% | $362 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $11.48万 | 0.00% | 10,129 | -72 | -0.7% | -$816 | 减仓 |
| — | WHITEHORSE FIN INC | $11.66万 | 0.00% | 17,408 | 597 | 3.6% | $4,000 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $12.01万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC 看涨期权 | $12.53万 | 0.00% | 800 | 800 | — | $12.53万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $13.10万 | 0.00% | 34,760 | 23,262 | 202.3% | $8.77万 | 加仓 |
| AVTR | AVANTOR INC | $13.66万 | 0.00% | 13,800 | 13,800 | — | $13.66万 | 新建仓 |
| NWAX | NEW AMER ACQUISITION I CORP | $13.92万 | 0.00% | 13,713 | 13,713 | — | $13.92万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $15.64万 | 0.00% | 11,070 | 9,963 | 900.0% | $14.08万 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $15.73万 | 0.00% | 11,687 | 11,687 | — | $15.73万 | 新建仓 |
| — | J JILL INC | $15.87万 | 0.00% | 10,000 | -1 | -0.0% | -$16 | 减仓 |
| NOW | SERVICENOW INC 看涨期权 | $15.88万 | 0.00% | 1,600 | 1,600 | — | $15.88万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $16.88万 | 0.00% | 17,801 | -23,500 | -56.9% | -$22.28万 | 减仓 |
| SNAP | SNAP INC | $17.48万 | 0.00% | 39,364 | 39,364 | — | $17.48万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $17.80万 | 0.00% | 21,784 | -6,278 | -22.4% | -$5.13万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $18.03万 | 0.00% | 22,364 | 2,075 | 10.2% | $1.67万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $18.74万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $19.22万 | 0.00% | 11,121 | 426 | 4.0% | $7,361 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $19.79万 | 0.00% | 18,725 | -185,573 | -90.8% | -$196.15万 | 重新持有 |
| CPAY | CORPAY INC | $20.06万 | 0.00% | 602 | -341 | -36.2% | -$11.36万 | 重新持有 |
| GLP | GLOBAL PARTNERS LP | $20.07万 | 0.00% | 4,307 | 4,307 | — | $20.07万 | 新建仓 |
| EWW | ISHARES INC | $20.08万 | 0.00% | 2,668 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $20.09万 | 0.00% | 1,045 | 1,045 | — | $20.09万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $20.13万 | 0.00% | 1,042 | 1,042 | — | $20.13万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $20.20万 | 0.00% | 2,576 | -30 | -1.2% | -$2,352 | 重新持有 |
| SNOW | SNOWFLAKE INC 看涨期权 | $20.36万 | 0.00% | 800 | 800 | — | $20.36万 | 新建仓 |
| ALAB | ASTERA LABS INC | $20.38万 | 0.00% | 422 | 422 | — | $20.38万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $20.43万 | 0.00% | 2,186 | 2,186 | — | $20.43万 | 新建仓 |
| ARKK | ARK ETF TR | $20.44万 | 0.00% | 2,529 | 2,529 | — | $20.44万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $20.54万 | 0.00% | 11,839 | 11,839 | — | $20.54万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $20.58万 | 0.00% | 2,665 | 141 | 5.6% | $1.09万 | 加仓 |