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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $38.02万 | 0.00% | 21,419 | -4,998 | -18.9% | -$8.87万 | 减仓 |
| DTM | DT MIDSTREAM INC | $38.04万 | 0.00% | 2,825 | -788 | -21.8% | -$10.61万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $38.19万 | 0.00% | 12,336 | -255 | -2.0% | -$7,895 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $38.37万 | 0.00% | 4,232 | -1,318 | -23.7% | -$11.95万 | 减仓 |
| RBA | RB GLOBAL INC | $38.44万 | 0.00% | 4,010 | 4,010 | — | $38.44万 | 新建仓 |
| INVX | INNOVEX INTERNATIONAL INC | $38.57万 | 0.00% | 15,814 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $38.62万 | 0.00% | 2,091 | -1,207 | -36.6% | -$22.29万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $38.63万 | 0.00% | 1,784 | -2,196 | -55.2% | -$47.55万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $38.79万 | 0.00% | 552 | -281 | -33.7% | -$19.75万 | 减仓 |
| HUBB | HUBBELL INC | $39.06万 | 0.00% | 796 | -239 | -23.1% | -$11.73万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $39.19万 | 0.00% | 3,094 | -696 | -18.4% | -$8.82万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $39.22万 | 0.00% | 2,119 | -1,048 | -33.1% | -$19.40万 | 减仓 |
| ONON | ON HLDG AG | $39.50万 | 0.00% | 11,611 | 4,596 | 65.5% | $15.64万 | 加仓 |
| — | WELLS FARGO & CO | $39.62万 | 0.00% | 343 | -222 | -39.3% | -$25.64万 | 减仓 |
| DBEF | DBX ETF TR | $39.90万 | 0.00% | 8,076 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $39.98万 | 0.00% | 9,513 | 953 | 11.1% | $4.01万 | 加仓 |
| MKL | MARKEL GROUP INC | $40.00万 | 0.00% | 209 | -44 | -17.4% | -$8.42万 | 减仓 |
| MAS | MASCO CORP | $40.01万 | 0.00% | 6,627 | -4,187 | -38.7% | -$25.28万 | 减仓 |
| KHC | KRAFT HEINZ CO | $40.43万 | 0.00% | 17,978 | -778 | -4.1% | -$1.75万 | 减仓 |
| FXI | ISHARES TR | $40.46万 | 0.00% | 11,269 | -7,372 | -39.5% | -$26.47万 | 减仓 |
| HGER | HARBOR ETF TRUST | $41.03万 | 0.00% | 13,232 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $41.04万 | 0.00% | 22,461 | 8,228 | 57.8% | $15.03万 | 加仓 |
| VALE | VALE S A | $41.05万 | 0.00% | 25,799 | 708 | 2.8% | $1.13万 | 加仓 |
| — | ELECTRONIC ARTS INC | $41.06万 | 0.00% | 2,014 | -2,235 | -52.6% | -$45.56万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $41.10万 | 0.00% | 19,807 | 3,724 | 23.2% | $7.73万 | 加仓 |
| OIH | VANECK ETF TRUST | $41.39万 | 0.00% | 1,024 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW | $41.43万 | 0.00% | 26,640 | 10,862 | 68.8% | $16.89万 | 加仓 |
| ATI | ATI INC | $41.56万 | 0.00% | 2,857 | 834 | 41.2% | $12.13万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $41.81万 | 0.00% | 2,573 | -2,328 | -47.5% | -$37.83万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $41.85万 | 0.00% | 3,427 | -1,236 | -26.5% | -$15.09万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $41.96万 | 0.00% | 8,104 | -226 | -2.7% | -$1.17万 | 减仓 |
| NEM | NEWMONT CORP | $41.98万 | 0.01% | 3,878 | -13,671 | -77.9% | -$147.98万 | 减仓 |
| PFF | ISHARES TR | $42.04万 | 0.01% | 13,866 | -3,168 | -18.6% | -$9.61万 | 减仓 |
| MET | METLIFE INC | $42.45万 | 0.01% | 6,002 | -2,473 | -29.2% | -$17.49万 | 减仓 |
| JBL | JABIL INC | $42.55万 | 0.01% | 1,602 | -565 | -26.1% | -$15.01万 | 减仓 |
| MSTR | STRATEGY INC | $42.58万 | 0.01% | 3,412 | 1,909 | 127.0% | $23.82万 | 重新持有 |
| EFAV | ISHARES TR | $42.81万 | 0.01% | 4,685 | 293 | 6.7% | $2.68万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $42.87万 | 0.01% | 4,432 | 651 | 17.2% | $6.30万 | 加仓 |
| CATH | GLOBAL X FDS | $42.98万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $43.05万 | 0.01% | 10,335 | -6,066 | -37.0% | -$25.27万 | 减仓 |
| LEN | LENNAR CORP | $43.26万 | 0.01% | 4,982 | -55,620 | -91.8% | -$482.97万 | 减仓 |
| MXI | ISHARES TR | $43.34万 | 0.01% | 4,080 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $43.45万 | 0.01% | 9,600 | -7,835 | -44.9% | -$35.46万 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $43.51万 | 0.01% | 13,323 | 509 | 4.0% | $1.66万 | 加仓 |
| WWD | WOODWARD INC | $43.67万 | 0.01% | 1,220 | -192 | -13.6% | -$6.87万 | 减仓 |
| CG | CARLYLE GROUP INC | $43.76万 | 0.01% | 9,044 | 35 | 0.4% | $1,694 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $43.77万 | 0.01% | 16,914 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $43.94万 | 0.01% | 13,843 | -829,906 | -98.4% | -$2,634.15万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $44.29万 | 0.01% | 16,753 | -3,058 | -15.4% | -$8.09万 | 减仓 |
| — | ALTI GLOBAL INC | $44.31万 | 0.01% | 122,390 | 2,500 | 2.1% | $9,050 | 加仓 |
| NICE | NICE LTD | $44.36万 | 0.01% | 4,023 | 533 | 15.3% | $5.88万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $44.44万 | 0.01% | 2,428 | -1,281 | -34.5% | -$23.45万 | 减仓 |
| TPR | TAPESTRY INC | $44.96万 | 0.01% | 3,186 | 85 | 2.7% | $1.20万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $44.97万 | 0.01% | 38,600 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $45.19万 | 0.01% | 10,954 | 281 | 2.6% | $1.16万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $45.23万 | 0.01% | 585 | -781 | -57.2% | -$60.39万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $45.23万 | 0.01% | 17,318 | -3,730 | -17.7% | -$9.74万 | 减仓 |
| MPLX | MPLX LP | $45.26万 | 0.01% | 7,931 | 1,194 | 17.7% | $6.81万 | 加仓 |
| CAVA | CAVA GROUP INC | $45.29万 | 0.01% | 5,598 | 1,651 | 41.8% | $13.36万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $45.46万 | 0.01% | 5,890 | 628 | 11.9% | $4.85万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $45.62万 | 0.01% | 19,161 | -23,401 | -55.0% | -$55.72万 | 减仓 |
| MGV | VANGUARD WORLD FD | $45.70万 | 0.01% | 3,153 | 14 | 0.4% | $2,029 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $46.13万 | 0.01% | 20,006 | 20,006 | — | $46.13万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $46.43万 | 0.01% | 1,500 | 1,500 | — | $46.43万 | 新建仓 |
| IWO | ISHARES TR | $46.55万 | 0.01% | 1,483 | -16 | -1.1% | -$5,022 | 减仓 |
| VFH | VANGUARD WORLD FD | $46.56万 | 0.01% | 3,854 | 194 | 5.3% | $2.34万 | 加仓 |
| CALF | PACER FDS TR | $46.64万 | 0.01% | 10,395 | -1,905 | -15.5% | -$8.55万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $46.69万 | 0.01% | 757 | -10,581 | -93.3% | -$652.59万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $47.03万 | 0.01% | 2,317 | -175 | -7.0% | -$3.55万 | 减仓 |
| LAZ | LAZARD INC | $47.10万 | 0.01% | 11,088 | 28 | 0.3% | $1,189 | 加仓 |
| COHR | COHERENT CORP | $47.21万 | 0.01% | 1,982 | -778 | -28.2% | -$18.53万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $47.40万 | 0.01% | 2,400 | -1,129 | -32.0% | -$22.30万 | 减仓 |
| IGSB | ISHARES TR | $47.60万 | 0.01% | 9,055 | -2,180 | -19.4% | -$11.46万 | 减仓 |
| IWP | ISHARES TR | $47.84万 | 0.01% | 3,734 | -5,375 | -59.0% | -$68.86万 | 减仓 |
| IFRA | ISHARES TR | $48.26万 | 0.01% | 8,436 | -148 | -1.7% | -$8,466 | 减仓 |
| AFL | AFLAC INC | $48.61万 | 0.01% | 4,431 | -7,493 | -62.8% | -$82.21万 | 减仓 |
| EWZ | ISHARES INC | $48.97万 | 0.01% | 12,756 | 12,756 | — | $48.97万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $49.05万 | 0.01% | 13,346 | 13,346 | — | $49.05万 | 新建仓 |
| NKE | NIKE INC | $49.27万 | 0.01% | 9,327 | -8,601 | -48.0% | -$45.43万 | 减仓 |
| PSFF | PACER FDS TR | $49.46万 | 0.01% | 15,435 | 15,435 | — | $49.46万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $49.49万 | 0.01% | 2,342 | -1,012 | -30.2% | -$21.38万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $49.71万 | 0.01% | 14,802 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $49.71万 | 0.01% | 6,038 | 1,216 | 25.2% | $10.01万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $49.83万 | 0.01% | 15,828 | -7,509 | -32.2% | -$23.64万 | 减仓 |
| BE | BLOOM ENERGY CORP | $49.93万 | 0.01% | 3,685 | -3,207 | -46.5% | -$43.45万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $49.96万 | 0.01% | 2,881 | -13,024 | -81.9% | -$225.86万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $50.04万 | 0.01% | 26,786 | 1,009 | 3.9% | $1.88万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $50.06万 | 0.01% | 4,185 | -204 | -4.6% | -$2.44万 | 减仓 |
| SCZ | ISHARES TR | $50.16万 | 0.01% | 6,397 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $50.27万 | 0.01% | 2,115 | 3 | 0.1% | $713 | 加仓 |
| CMS | CMS ENERGY CORP | $50.30万 | 0.01% | 6,484 | -2,196 | -25.3% | -$17.04万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $50.92万 | 0.01% | 14,416 | 14,416 | — | $50.92万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $51.10万 | 0.01% | 11,848 | 3,252 | 37.8% | $14.03万 | 加仓 |
| ICOW | PACER FDS TR | $51.36万 | 0.01% | 12,102 | -18 | -0.1% | -$764 | 减仓 |
| CLH | CLEAN HARBORS INC | $51.53万 | 0.01% | 1,797 | 177 | 10.9% | $5.08万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $51.94万 | 0.01% | 448 | -782 | -63.6% | -$90.65万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $52.22万 | 0.01% | 6,142 | 196 | 3.3% | $1.67万 | 加仓 |
| IYJ | ISHARES TR | $52.26万 | 0.01% | 3,542 | 3,542 | — | $52.26万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $52.37万 | 0.01% | 11,354 | 11,354 | — | $52.37万 | 新建仓 |
| — | NUVEEN NY DIVI ADV | $52.41万 | 0.01% | 47,000 | 20,000 | 74.1% | $22.30万 | 加仓 |