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 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | $706.33万 | 0.07% | 234,115 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $707.22万 | 0.07% | 109,223 | 11,343 | 11.6% | $73.45万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $717.86万 | 0.07% | 20,246 | 10,368 | 105.0% | $367.62万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $730.50万 | 0.07% | 29,669 | 3,337 | 12.7% | $82.16万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $746.60万 | 0.07% | 43,949 | -9,658 | -18.0% | -$164.07万 | 减仓 |
| CMI | CUMMINS INC | $750.06万 | 0.07% | 10,517 | 1,798 | 20.6% | $128.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $756.15万 | 0.08% | 81,949 | 499 | 0.6% | $4.60万 | 加仓 |
| KB | KB FINL GROUP INC | $767.91万 | 0.08% | 73,162 | 7,478 | 11.4% | $78.49万 | 加仓 |
| NWG | NATWEST GROUP PLC | $768.09万 | 0.08% | 435,673 | 46,910 | 12.1% | $82.70万 | 加仓 |
| RTX | RTX CORPORATION | $774.45万 | 0.08% | 40,818 | -1,007 | -2.4% | -$19.11万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $777.83万 | 0.08% | 131,880 | -10,874 | -7.6% | -$64.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $789.28万 | 0.08% | 67,651 | -3,483 | -4.9% | -$40.64万 | 减仓 |
| MMM | 3M CO | $793.86万 | 0.08% | 49,031 | -1,695 | -3.3% | -$27.44万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $803.04万 | 0.08% | 992,629 | -46,924 | -4.5% | -$37.96万 | 减仓 |
| AGX | ARGAN INC | $812.33万 | 0.08% | 10,173 | 1,790 | 21.4% | $142.93万 | 加仓 |
| — | TEMA ETF TRUST | $812.49万 | 0.08% | 194,607 | -17,713 | -8.3% | -$73.95万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $815.26万 | 0.08% | 72,224 | -4,670 | -6.1% | -$52.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $818.10万 | 0.08% | 24,186 | 689 | 2.9% | $23.31万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $832.29万 | 0.08% | 66,883 | -27,033 | -28.8% | -$336.40万 | 减仓 |
| MRK | MERCK & CO INC | $833.96万 | 0.08% | 64,900 | -1,702 | -2.6% | -$21.87万 | 减仓 |
| WMB | WILLIAMS COS INC | $847.60万 | 0.08% | 114,017 | -272 | -0.2% | -$2.02万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $851.75万 | 0.09% | 53,135 | 853 | 1.6% | $13.67万 | 加仓 |
| VGT | VANGUARD WORLD FD | $858.79万 | 0.09% | 71,853 | -2,107 | -2.8% | -$25.18万 | 减仓 |
| SGOV | ISHARES TR | $860.60万 | 0.09% | 85,487 | 67,937 | 387.1% | $683.92万 | 加仓 |
| MUB | ISHARES TR | $881.04万 | 0.09% | 81,866 | -9,046 | -10.0% | -$97.35万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $939.33万 | 0.09% | 107,919 | -11,961 | -10.0% | -$104.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $942.75万 | 0.09% | 43,156 | -422 | -1.0% | -$9.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $944.36万 | 0.09% | 107,595 | -4,561 | -4.1% | -$40.03万 | 减仓 |
| IWR | ISHARES TR | $952.46万 | 0.10% | 86,336 | -3,038 | -3.4% | -$33.52万 | 减仓 |
| BAC | BANK OF AMER CORP | $953.03万 | 0.10% | 167,257 | -28,751 | -14.7% | -$163.82万 | 减仓 |
| IAU | ISHARES GOLD TR | $965.94万 | 0.10% | 127,922 | -1,710 | -1.3% | -$12.91万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $971.37万 | 0.10% | 102,153 | 34,455 | 50.9% | $327.63万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $979.33万 | 0.10% | 36,425 | -3,814 | -9.5% | -$102.54万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $989.40万 | 0.10% | 381,271 | -2,293 | -0.6% | -$5.95万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $994.37万 | 0.10% | 110,363 | 29,647 | 36.7% | $267.12万 | 加仓 |
| ETN | EATON CORP PLC | $994.55万 | 0.10% | 23,340 | -1,979 | -7.8% | -$84.33万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,021.53万 | 0.10% | 253,922 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $1,022.24万 | 0.10% | 86,404 | 8,077 | 10.3% | $95.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,041.58万 | 0.10% | 54,670 | 7,488 | 15.9% | $142.66万 | 加仓 |
| SAFE | SAFEHOLD INC | $1,052.94万 | 0.11% | 670,665 | -96,444 | -12.6% | -$151.42万 | 减仓 |
| PULS | PGIM ETF TR | $1,053.05万 | 0.11% | 212,523 | -41,542 | -16.4% | -$205.84万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,054.29万 | 0.11% | 35,961 | -136 | -0.4% | -$3.99万 | 减仓 |
| — | EXXON MOBIL CORP | $1,063.01万 | 0.11% | 77,751 | -2,348 | -2.9% | -$32.10万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,096.04万 | 0.11% | 60,585 | -298 | -0.5% | -$5.39万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $1,097.95万 | 0.11% | 874,863 | -44,607 | -4.9% | -$55.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,109.09万 | 0.11% | 75,633 | -2,227 | -2.9% | -$32.66万 | 减仓 |
| APH | AMPHENOL CORP | $1,129.91万 | 0.11% | 64,083 | 11,175 | 21.1% | $197.04万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,145.32万 | 0.11% | 137,477 | 13,837 | 11.2% | $115.28万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,148.98万 | 0.11% | 208,224 | 79,750 | 62.1% | $440.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,152.96万 | 0.12% | 69,556 | 1,590 | 2.3% | $26.36万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,160.08万 | 0.12% | 126,591 | 118,102 | 1,391.2% | $1,082.29万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,166.90万 | 0.12% | 136,496 | 22,027 | 19.2% | $188.31万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,179.26万 | 0.12% | 12,056 | 750 | 6.6% | $73.36万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,190.12万 | 0.12% | 106,688 | -4,466 | -4.0% | -$49.82万 | 减仓 |
| GLD | SPDR GOLD TR | $1,203.57万 | 0.12% | 32,672 | 7,985 | 32.3% | $294.15万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,209.71万 | 0.12% | 12,536 | 267 | 2.2% | $25.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,214.52万 | 0.12% | 20,907 | 5,675 | 37.3% | $329.67万 | 加仓 |
| QNST | QUINSTREET INC | $1,215.72万 | 0.12% | 829,840 | -59,415 | -6.7% | -$87.04万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,228.54万 | 0.12% | 155,452 | 5,735 | 3.8% | $45.32万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,277.06万 | 0.13% | 41,693 | 54 | 0.1% | $1.65万 | 加仓 |
| IWD | ISHARES TR | $1,291.73万 | 0.13% | 53,283 | 23,023 | 76.1% | $558.14万 | 加仓 |
| TJX | TJX COS INC NEW | $1,302.31万 | 0.13% | 85,961 | -8,043 | -8.6% | -$121.85万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,319.78万 | 0.13% | 290,125 | 28,278 | 10.8% | $128.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,341.43万 | 0.13% | 265,262 | -4,896 | -1.8% | -$24.76万 | 减仓 |
| GEV | GE VERNOVA INC | $1,360.06万 | 0.14% | 11,576 | 936 | 8.8% | $109.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,369.53万 | 0.14% | 34,438 | 903 | 2.7% | $35.91万 | 加仓 |
| GLW | CORNING INC | $1,379.12万 | 0.14% | 53,992 | -7,634 | -12.4% | -$195.00万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $1,391.13万 | 0.14% | 482,028 | -137,714 | -22.2% | -$397.44万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,444.11万 | 0.14% | 191,908 | 5,710 | 3.1% | $42.97万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,446.59万 | 0.14% | 22,648 | -812 | -3.5% | -$51.86万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,448.55万 | 0.14% | 12,549 | 3,715 | 42.1% | $428.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,506.98万 | 0.15% | 205,282 | 5,604 | 2.8% | $41.14万 | 加仓 |
| WMT | WALMART INC | $1,587.28万 | 0.16% | 140,145 | -6,142 | -4.2% | -$69.56万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,594.07万 | 0.16% | 101,566 | 5,656 | 5.9% | $88.77万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,626.20万 | 0.16% | 208,728 | -55,104 | -20.9% | -$429.32万 | 减仓 |
| CSCO | CISCO SYS INC | $1,638.38万 | 0.16% | 139,484 | 261 | 0.2% | $3.07万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,655.25万 | 0.17% | 845,808 | -74,519 | -8.1% | -$145.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,656.35万 | 0.17% | 200,405 | 29,747 | 17.4% | $245.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,766.01万 | 0.18% | 42,490 | 5,694 | 15.5% | $236.66万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,775.14万 | 0.18% | 708,357 | 97,715 | 16.0% | $244.87万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $1,881.58万 | 0.19% | 2,180,278 | -412,472 | -15.9% | -$355.96万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,927.03万 | 0.19% | 56,508 | 536 | 1.0% | $18.28万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,970.90万 | 0.20% | 273,130 | 3,517 | 1.3% | $25.38万 | 加仓 |
| LOW | LOWES COS INC | $2,116.22万 | 0.21% | 95,978 | 3,068 | 3.3% | $67.65万 | 加仓 |
| IJR | ISHARES TR | $2,157.32万 | 0.22% | 145,460 | 13,602 | 10.3% | $201.73万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2,168.56万 | 0.22% | 524,820 | 45,139 | 9.4% | $186.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,272.99万 | 0.23% | 30,866 | -170 | -0.5% | -$12.52万 | 减仓 |
| IEMG | ISHARES INC | $2,275.00万 | 0.23% | 274,625 | -612 | -0.2% | -$5.07万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,283.30万 | 0.23% | 495,830 | -71,223 | -12.6% | -$327.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,311.60万 | 0.23% | 276,012 | 28,854 | 11.7% | $241.65万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $2,364.26万 | 0.24% | 218,387 | 6,176 | 2.9% | $66.86万 | 加仓 |
| QUAL | ISHARES TR | $2,393.90万 | 0.24% | 109,096 | -6,394 | -5.5% | -$140.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,406.77万 | 0.24% | 101,715 | -3,660 | -3.5% | -$86.60万 | 减仓 |
| TSLA | TESLA INC | $2,438.90万 | 0.24% | 57,986 | 232 | 0.4% | $9.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,445.06万 | 0.24% | 283,847 | 3,293 | 1.2% | $28.37万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,603.82万 | 0.26% | 75,712 | -2,324 | -3.0% | -$79.92万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,670.69万 | 0.27% | 26,407 | 382 | 1.5% | $38.63万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,693.26万 | 0.27% | 348,721 | -2,129 | -0.6% | -$16.44万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $2,750.85万 | 0.27% | 51,943 | 2,166 | 4.4% | $114.71万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,868.60万 | 0.29% | 480,584 | 23,661 | 5.2% | $141.23万 | 加仓 |