NewEdge Wealth, LLC
STAMFORD CT · SEC CIK 0001861796
$83.95亿2026Q1 申报市值
1,124持仓数
26.4%前十大占比 · 第一大 4.6%
105 / 136新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FITB 加仓+$6,050.18万
HAS 新建仓+$4,767.11万
NOW 加仓+$2,790.84万
NFLX 加仓+$2,735.05万
MEDP 加仓+$2,181.41万
2026Q1 卖出最多 按季末市值估算
COMERICA INC 清仓-$5,579.10万
LOB 清仓-$4,326.11万
USFR 减仓-$3,513.86万
HRB 减仓-$2,634.15万
VTI 减仓-$2,219.04万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $26.54万 | 0.00% | 5,205 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $26.54万 | 0.00% | 1,688 | -1,819 | -51.9% | -$28.60万 | 减仓 |
| URA | GLOBAL X FDS | $26.69万 | 0.00% | 5,511 | -1,003 | -15.4% | -$4.86万 | 减仓 |
| MSOS | ADVISORSHARES TR | $26.76万 | 0.00% | 75,368 | -835,090 | -91.7% | -$296.46万 | 减仓 |
| ESGD | ISHARES TR | $26.92万 | 0.00% | 2,815 | 55 | 2.0% | $5,259 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $27.04万 | 0.00% | 1,079 | -648 | -37.5% | -$16.24万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $27.07万 | 0.00% | 11,026 | -5,641 | -33.8% | -$13.85万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $27.09万 | 0.00% | 24,760 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $27.13万 | 0.00% | 4,418 | -2,573 | -36.8% | -$15.80万 | 减仓 |
| UBS | UBS GROUP AG | $27.44万 | 0.00% | 7,023 | -7,332 | -51.1% | -$28.65万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $27.51万 | 0.00% | 6,279 | 6,279 | — | $27.51万 | 新建仓 |
| TPG | TPG INC | $27.64万 | 0.00% | 6,824 | -355 | -4.9% | -$1.44万 | 减仓 |
| GATX | GATX CORP | $27.80万 | 0.00% | 1,628 | -71 | -4.2% | -$1.21万 | 减仓 |
| — | GLOBAL X FDS | $27.81万 | 0.00% | 7,861 | 7,861 | — | $27.81万 | 新建仓 |
| ADC | AGREE RLTY CORP | $27.82万 | 0.00% | 3,691 | -145 | -3.8% | -$1.09万 | 减仓 |
| MOG/A | MOOG INC | $27.92万 | 0.00% | 954 | -54 | -5.4% | -$1.58万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $28.00万 | 0.00% | 7,127 | -969 | -12.0% | -$3.81万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $28.06万 | 0.00% | 2,301 | 0 | 0.0% | — | 不变 |
| — | BELPOINTE PREP LLC | $28.09万 | 0.00% | 5,281 | 5,281 | — | $28.09万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.17万 | 0.00% | 5,989 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $28.49万 | 0.00% | 1,378 | 1,378 | — | $28.49万 | 新建仓 |
| LFUS | LITTELFUSE INC | $28.54万 | 0.00% | 841 | -2 | -0.2% | -$679 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $28.54万 | 0.00% | 6,842 | 6,842 | — | $28.54万 | 新建仓 |
| IDA | IDACORP INC | $28.62万 | 0.00% | 2,002 | 2,002 | — | $28.62万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $28.80万 | 0.00% | 1,474 | -1,862 | -55.8% | -$36.38万 | 减仓 |
| — | THE REAL BROKERAGE INC | $28.92万 | 0.00% | 115,691 | -132 | -0.1% | -$330 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $28.94万 | 0.00% | 13,066 | -3,750 | -22.3% | -$8.31万 | 减仓 |
| SMLF | ISHARES TR | $29.07万 | 0.00% | 3,851 | 3,851 | — | $29.07万 | 新建仓 |
| IGV | ISHARES TR | $29.16万 | 0.00% | 3,643 | -561 | -13.3% | -$4.49万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $29.23万 | 0.00% | 7,283 | 7,283 | — | $29.23万 | 新建仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $29.38万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $29.38万 | 0.00% | 11,847 | -325 | -2.7% | -$8,060 | 减仓 |
| EVR | EVERCORE INC | $29.55万 | 0.00% | 990 | -127 | -11.4% | -$3.79万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $29.90万 | 0.00% | 1,737 | -1,620 | -48.3% | -$27.88万 | 减仓 |
| TRP | TC ENERGY CORP | $29.90万 | 0.00% | 4,777 | 453 | 10.5% | $2.84万 | 加仓 |
| IR | INGERSOLL RAND INC | $30.08万 | 0.00% | 3,754 | -2,123 | -36.1% | -$17.01万 | 减仓 |
| ALC | ALCON AG | $30.23万 | 0.00% | 4,012 | -5,604 | -58.3% | -$42.23万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $30.29万 | 0.00% | 17,847 | -1,834 | -9.3% | -$3.11万 | 减仓 |
| CPT | CAMDEN PPTY TR | $30.57万 | 0.00% | 3,130 | -1,869 | -37.4% | -$18.25万 | 减仓 |
| IUSB | ISHARES TR | $30.65万 | 0.00% | 6,636 | 1,380 | 26.3% | $6.37万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $30.77万 | 0.00% | 7,585 | 7,585 | — | $30.77万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $30.78万 | 0.00% | 8,194 | -2,906 | -26.2% | -$10.92万 | 减仓 |
| FORM | FORMFACTOR INC | $30.92万 | 0.00% | 3,188 | 3,188 | — | $30.92万 | 新建仓 |
| DXCM | DEXCOM INC | $30.99万 | 0.00% | 4,934 | 1,081 | 28.1% | $6.79万 | 重新持有 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $31.06万 | 0.00% | 1,420 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $31.07万 | 0.00% | 4,746 | -908 | -16.1% | -$5.94万 | 减仓 |
| CIEN | CIENA CORP | $31.21万 | 0.00% | 804 | 804 | — | $31.21万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $31.28万 | 0.00% | 2,029 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $31.47万 | 0.00% | 7,009 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $31.64万 | 0.00% | 1,776 | 1,776 | — | $31.64万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $31.67万 | 0.00% | 6,318 | 547 | 9.5% | $2.74万 | 加仓 |
| CPNG | COUPANG INC | $31.94万 | 0.00% | 16,917 | 840 | 5.2% | $1.59万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $32.28万 | 0.00% | 14,455 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $32.34万 | 0.00% | 2,734 | 114 | 4.4% | $1.35万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $32.43万 | 0.00% | 14,813 | 0 | 0.0% | — | 不变 |
| BGIG | ETF SER SOLUTIONS | $32.45万 | 0.00% | 9,755 | 9,755 | — | $32.45万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $32.49万 | 0.00% | 4,057 | -2,646 | -39.5% | -$21.19万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $32.60万 | 0.00% | 2,852 | 26 | 0.9% | $2,972 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $32.62万 | 0.00% | 2,983 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $32.68万 | 0.00% | 4,877 | 80 | 1.7% | $5,360 | 加仓 |
| LIT | GLOBAL X FDS | $33.08万 | 0.00% | 4,449 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $33.17万 | 0.00% | 5,472 | 1,815 | 49.6% | $11.00万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $33.36万 | 0.00% | 16,639 | 6,338 | 61.5% | $12.71万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $33.73万 | 0.00% | 3,335 | 3,335 | — | $33.73万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $33.83万 | 0.00% | 11,633 | 15 | 0.1% | $436 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $33.89万 | 0.00% | 3,018 | 387 | 14.7% | $4.35万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $33.93万 | 0.00% | 4,618 | 4,618 | — | $33.93万 | 新建仓 |
| VMC | VULCAN MATLS CO | $34.14万 | 0.00% | 1,254 | -617 | -33.0% | -$16.80万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $34.42万 | 0.00% | 14,500 | -5,272 | -26.7% | -$12.52万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $34.43万 | 0.00% | 2,868 | 2,868 | — | $34.43万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $34.67万 | 0.00% | 3,063 | -3,532 | -53.6% | -$39.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.81万 | 0.00% | 11,791 | 11,791 | — | $34.81万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $34.88万 | 0.00% | 14,724 | 183 | 1.3% | $4,335 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $34.93万 | 0.00% | 3,707 | 156 | 4.4% | $1.47万 | 加仓 |
| INFY | INFOSYS LTD | $34.98万 | 0.00% | 25,889 | -9,280 | -26.4% | -$12.54万 | 减仓 |
| NI | NISOURCE INC | $35.25万 | 0.00% | 7,555 | -2,830 | -27.3% | -$13.20万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $35.28万 | 0.00% | 31,413 | -2,752 | -8.1% | -$3.09万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $35.32万 | 0.00% | 9,620 | 9,620 | — | $35.32万 | 新建仓 |
| NUE | NUCOR CORP | $35.35万 | 0.00% | 2,090 | -1,515 | -42.0% | -$25.62万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $35.45万 | 0.00% | 4,711 | -11,177 | -70.3% | -$84.11万 | 减仓 |
| AVY | AVERY DENNISON CORP | $35.57万 | 0.00% | 2,060 | -875 | -29.8% | -$15.11万 | 减仓 |
| XBI | SPDR SERIES TRUST | $35.83万 | 0.00% | 2,805 | -48 | -1.7% | -$6,131 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $36.02万 | 0.00% | 2,174 | -1 | -0.0% | -$166 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $36.05万 | 0.00% | 2,701 | -2,073 | -43.4% | -$27.67万 | 减仓 |
| HDV | ISHARES TR | $36.31万 | 0.00% | 2,675 | -20,706 | -88.6% | -$281.06万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $36.33万 | 0.00% | 4,262 | -5,731 | -57.4% | -$48.85万 | 减仓 |
| BURL | BURLINGTON STORES INC | $36.41万 | 0.00% | 1,119 | 207 | 22.7% | $6.74万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $36.49万 | 0.00% | 3,108 | -2,686 | -46.4% | -$31.54万 | 减仓 |
| BALL | BALL CORP | $36.59万 | 0.00% | 6,190 | -3,132 | -33.6% | -$18.51万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $36.60万 | 0.00% | 14,366 | 1,430 | 11.1% | $3.64万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $36.68万 | 0.00% | 41,301 | 41,301 | — | $36.68万 | 新建仓 |
| GMAB | GENMAB A/S | $37.03万 | 0.00% | 13,801 | 306 | 2.3% | $8,210 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $37.17万 | 0.00% | 1,000 | 1,000 | — | $37.17万 | 新建仓 |
| GCOW | PACER FDS TR | $37.22万 | 0.00% | 8,050 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $37.27万 | 0.00% | 26,100 | -136 | -0.5% | -$1,942 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $37.35万 | 0.00% | 14,095 | -819 | -5.5% | -$2.17万 | 减仓 |
| KFRC | KFORCE INC | $37.45万 | 0.00% | 12,809 | 1,667 | 15.0% | $4.87万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $37.70万 | 0.00% | 3,668 | -5,201 | -58.6% | -$53.45万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $37.85万 | 0.00% | 996 | -510 | -33.9% | -$19.38万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $37.99万 | 0.00% | 1,916 | 626 | 48.5% | $12.41万 | 加仓 |