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 |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | $35.36万 | 0.00% | 2,984 | 2,984 | — | $35.36万 | 新建仓 |
| CNC | CENTENE CORP DEL | $35.44万 | 0.00% | 5,521 | -3,977 | -41.9% | -$25.53万 | 重新持有 |
| CPT | CAMDEN PPTY TR | $35.61万 | 0.00% | 3,110 | -20 | -0.6% | -$2,290 | 减仓 |
| DTM | DT MIDSTREAM INC | $35.65万 | 0.00% | 2,430 | -395 | -14.0% | -$5.80万 | 减仓 |
| IXN | ISHARES TR | $35.70万 | 0.00% | 2,471 | 2,471 | — | $35.70万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $35.77万 | 0.00% | 12,381 | 4,825 | 63.9% | $13.94万 | 加仓 |
| IGF | ISHARES TR | $35.85万 | 0.00% | 5,384 | 507 | 10.4% | $3.38万 | 加仓 |
| EWZ | ISHARES INC | $35.89万 | 0.00% | 10,404 | -2,352 | -18.4% | -$8.11万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $36.04万 | 0.00% | 2,678 | -305 | -10.2% | -$4.10万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $36.04万 | 0.00% | 2,042 | 305 | 17.6% | $5.38万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $36.15万 | 0.00% | 3,619 | 3,619 | — | $36.15万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $36.20万 | 0.00% | 26,177 | 77 | 0.3% | $1,065 | 加仓 |
| LIT | GLOBAL X FDS | $36.23万 | 0.00% | 4,628 | 179 | 4.0% | $1.40万 | 加仓 |
| GMAB | GENMAB A/S | $36.46万 | 0.00% | 13,271 | -530 | -3.8% | -$1.46万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $36.79万 | 0.00% | 12,962 | 1,936 | 17.6% | $5.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.89万 | 0.00% | 11,718 | -73 | -0.6% | -$2,298 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $36.89万 | 0.00% | 14,195 | -171 | -1.2% | -$4,444 | 减仓 |
| Q | QNITY ELECTRONICS INC | $37.08万 | 0.00% | 2,271 | 294 | 14.9% | $4.80万 | 加仓 |
| NI | NISOURCE INC | $37.35万 | 0.00% | 7,854 | 299 | 4.0% | $1.42万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $37.44万 | 0.00% | 24,404 | 1,148 | 4.9% | $1.76万 | 加仓 |
| MOG/A | MOOG INC | $37.52万 | 0.00% | 885 | -69 | -7.2% | -$2.92万 | 减仓 |
| ES | EVERSOURCE ENERGY | $37.54万 | 0.00% | 5,195 | -2,290 | -30.6% | -$16.55万 | 重新持有 |
| — | ROUNDHILL ETF TRUST | $37.59万 | 0.00% | 9,620 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $37.71万 | 0.00% | 2,125 | -290 | -12.0% | -$5.15万 | 重新持有 |
| EXP | EAGLE MATLS INC | $37.72万 | 0.00% | 1,676 | 399 | 31.2% | $8.98万 | 重新持有 |
| PAA | PLAINS ALL AMERN PIPELINE L | $37.81万 | 0.00% | 16,986 | 2,531 | 17.5% | $5.63万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $37.82万 | 0.00% | 21,329 | 11,046 | 107.4% | $19.58万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $37.85万 | 0.00% | 14,813 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $38.09万 | 0.00% | 9,046 | 2 | 0.0% | $84 | 加仓 |
| OIH | VANECK ETF TRUST | $38.10万 | 0.00% | 1,024 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $38.10万 | 0.00% | 286 | -162 | -36.2% | -$21.58万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $38.17万 | 0.00% | 28,418 | 1,632 | 6.1% | $2.19万 | 加仓 |
| SF | STIFEL FINL CORP | $38.17万 | 0.00% | 5,471 | 2,391 | 77.6% | $16.68万 | 加仓 |
| MSOS | ADVISORSHARES TR | $38.19万 | 0.00% | 75,168 | -200 | -0.3% | -$1,016 | 减仓 |
| ESGD | ISHARES TR | $38.20万 | 0.00% | 3,715 | 900 | 32.0% | $9.25万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $38.24万 | 0.00% | 2,165 | -9 | -0.4% | -$1,590 | 减仓 |
| — | RENAISSANCE CAP GREENWICH FD | $38.33万 | 0.00% | 6,450 | 6,450 | — | $38.33万 | 新建仓 |
| IR | INGERSOLL RAND INC | $38.51万 | 0.00% | 4,697 | 943 | 25.1% | $7.73万 | 加仓 |
| EES | WISDOMTREE TR | $38.51万 | 0.00% | 5,681 | 1,301 | 29.7% | $8.82万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $38.72万 | 0.00% | 19,465 | 1,618 | 9.1% | $3.22万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $38.73万 | 0.00% | 3,944 | 237 | 6.4% | $2.33万 | 加仓 |
| EVR | EVERCORE INC | $38.82万 | 0.00% | 1,137 | 147 | 14.8% | $5.02万 | 加仓 |
| HGER | HARBOR ETF TRUST | $38.82万 | 0.00% | 13,232 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $39.23万 | 0.00% | 3,707 | -373 | -9.1% | -$3.95万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $39.32万 | 0.00% | 2,029 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $39.36万 | 0.00% | 3,781 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $39.44万 | 0.00% | 12,161 | -4,971 | -29.0% | -$16.12万 | 减仓 |
| ARW | ARROW ELECTRS INC | $39.46万 | 0.00% | 1,849 | 1,849 | — | $39.46万 | 新建仓 |
| ONON | ON HLDG AG | $39.65万 | 0.00% | 11,193 | -418 | -3.6% | -$1.48万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $39.72万 | 0.00% | 22,154 | 9,792 | 79.2% | $17.56万 | 重新持有 |
| DIOD | DIODES INC | $39.80万 | 0.00% | 3,637 | 510 | 16.3% | $5.58万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $39.84万 | 0.00% | 3,981 | -251 | -5.9% | -$2.51万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $39.92万 | 0.00% | 3,092 | 1,205 | 63.9% | $15.56万 | 重新持有 |
| IDA | IDACORP INC | $40.11万 | 0.00% | 2,651 | 649 | 32.4% | $9.82万 | 加仓 |
| NICE | NICE LTD | $40.26万 | 0.00% | 4,431 | 408 | 10.1% | $3.71万 | 加仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $40.31万 | 0.00% | 12,386 | -5,978 | -32.6% | -$19.45万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.57万 | 0.00% | 1,159 | -2,851 | -71.1% | -$99.80万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $40.58万 | 0.00% | 1,470 | 1,470 | — | $40.58万 | 新建仓 |
| INSM | INSMED INC | $40.62万 | 0.00% | 3,810 | -398 | -9.5% | -$4.24万 | 减仓 |
| — | ELECTRONIC ARTS INC | $40.66万 | 0.00% | 1,983 | -31 | -1.5% | -$6,356 | 减仓 |
| — | NUVEEN NY AMT FREE | $40.80万 | 0.00% | 38,055 | -33,196 | -46.6% | -$35.59万 | 减仓 |
| UBS | UBS GROUP AG | $40.81万 | 0.00% | 8,234 | 1,211 | 17.2% | $6.00万 | 加仓 |
| IGM | ISHARES TR | $40.90万 | 0.00% | 2,500 | -14 | -0.6% | -$2,291 | 重新持有 |
| VALE | VALE S A | $40.95万 | 0.00% | 27,226 | 1,427 | 5.5% | $2.15万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $40.98万 | 0.00% | 4,335 | 237 | 5.8% | $2.24万 | 加仓 |
| — | ISHARES ETHEREUM TR | $41.09万 | 0.00% | 34,560 | -25,565 | -42.5% | -$30.40万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $41.58万 | 0.00% | 4,818 | 4,818 | — | $41.58万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $41.59万 | 0.00% | 4,123 | 4,123 | — | $41.59万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $41.91万 | 0.00% | 2,539 | 111 | 4.6% | $1.83万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $41.99万 | 0.00% | 8,167 | -27 | -0.3% | -$1,388 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $42.11万 | 0.00% | 8,265 | 8,265 | — | $42.11万 | 新建仓 |
| NEM | NEWMONT CORP | $42.20万 | 0.00% | 4,518 | 640 | 16.5% | $5.98万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $42.22万 | 0.00% | 1,949 | 475 | 32.2% | $10.29万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $42.72万 | 0.00% | 11,823 | 190 | 1.6% | $6,865 | 加仓 |
| J | JACOBS SOLUTIONS INC | $42.85万 | 0.00% | 3,401 | -752 | -18.1% | -$9.47万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC 看涨期权 | $43.16万 | 0.00% | 5,000 | 5,000 | — | $43.16万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $43.40万 | 0.00% | 4,759 | 1,583 | 49.8% | $14.44万 | 加仓 |
| NU | NU HLDGS LTD | $43.45万 | 0.00% | 32,522 | -23,045 | -41.5% | -$30.79万 | 减仓 |
| UNM | UNUM GROUP | $43.48万 | 0.00% | 4,864 | 1,310 | 36.9% | $11.71万 | 加仓 |
| W | WAYFAIR INC | $43.53万 | 0.00% | 4,710 | 1,677 | 55.3% | $15.50万 | 加仓 |
| BIDU | BAIDU INC | $43.59万 | 0.00% | 3,814 | 3,814 | — | $43.59万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $43.64万 | 0.00% | 12,881 | 5,957 | 86.0% | $20.18万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $43.76万 | 0.00% | 35,232 | -54,544 | -60.8% | -$67.74万 | 减仓 |
| DBEF | DBX ETF TR | $44.12万 | 0.00% | 8,076 | 0 | 0.0% | — | 不变 |
| — | ALTI GLOBAL INC | $44.18万 | 0.00% | 122,390 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $44.55万 | 0.00% | 1,182 | 349 | 41.9% | $13.15万 | 加仓 |
| PFF | ISHARES TR | $44.81万 | 0.00% | 14,698 | 832 | 6.0% | $2.54万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $45.08万 | 0.00% | 5,790 | 5,790 | — | $45.08万 | 新建仓 |
| — | CERAGON NETWORKS LTD | $45.38万 | 0.00% | 175,200 | 175,200 | — | $45.38万 | 新建仓 |
| FORM | FORMFACTOR INC | $45.42万 | 0.00% | 2,840 | -348 | -10.9% | -$5.57万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $45.59万 | 0.00% | 12,364 | 28 | 0.2% | $1,032 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $45.79万 | 0.00% | 8,104 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $46.18万 | 0.00% | 581 | 261 | 81.6% | $20.74万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $46.28万 | 0.00% | 5,048 | 786 | 18.4% | $7.21万 | 加仓 |
| LAZ | LAZARD INC | $46.36万 | 0.00% | 11,055 | -33 | -0.3% | -$1,384 | 减仓 |
| RBA | RB GLOBAL INC | $46.73万 | 0.00% | 4,013 | 3 | 0.1% | $349 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $46.78万 | 0.00% | 38,600 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $46.86万 | 0.00% | 22,670 | 209 | 0.9% | $4,320 | 加仓 |
| VFH | VANGUARD WORLD FD | $46.87万 | 0.00% | 3,562 | -292 | -7.6% | -$3.84万 | 减仓 |
| BALL | BALL CORP | $47.24万 | 0.00% | 7,570 | 1,380 | 22.3% | $8.61万 | 加仓 |