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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | EQUITY RESIDENTIAL | $52.66万 | 0.01% | 8,903 | -2,265 | -20.3% | -$13.40万 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $52.78万 | 0.01% | 8,548 | -37 | -0.4% | -$2,284 | 减仓 |
| J | JACOBS SOLUTIONS INC | $52.86万 | 0.01% | 4,153 | 2,039 | 96.5% | $25.95万 | 加仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $53.20万 | 0.01% | 18,364 | -1,355 | -6.9% | -$3.93万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $53.21万 | 0.01% | 16,072 | 16,072 | — | $53.21万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $53.25万 | 0.01% | 11,101 | 11,101 | — | $53.25万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $53.27万 | 0.01% | 4,674 | -1,509 | -24.4% | -$17.20万 | 减仓 |
| BUG | GLOBAL X FDS | $53.40万 | 0.01% | 21,266 | -13,163 | -38.2% | -$33.05万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $54.21万 | 0.01% | 6,613 | 3,070 | 86.6% | $25.17万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $54.26万 | 0.01% | 1,827 | -27 | -1.5% | -$8,018 | 减仓 |
| IOT | SAMSARA INC | $54.29万 | 0.01% | 17,132 | -3,595 | -17.3% | -$11.39万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $54.32万 | 0.01% | 23,824 | -4,107 | -14.7% | -$9.36万 | 减仓 |
| CRWV | COREWEAVE INC | $55.03万 | 0.01% | 7,103 | -1,516 | -17.6% | -$11.74万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $55.05万 | 0.01% | 11,394 | 6,420 | 129.1% | $31.02万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $55.25万 | 0.01% | 8,123 | -304 | -3.6% | -$2.07万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $55.69万 | 0.01% | 8,505 | 4,690 | 122.9% | $30.71万 | 加仓 |
| BOTZ | GLOBAL X FDS | $56.02万 | 0.01% | 16,863 | -2,712 | -13.9% | -$9.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $56.18万 | 0.01% | 14,457 | 989 | 7.3% | $3.84万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $56.24万 | 0.01% | 1,848 | 199 | 12.1% | $6.06万 | 加仓 |
| VLTO | VERALTO CORP | $56.81万 | 0.01% | 6,425 | -4,100 | -39.0% | -$36.25万 | 减仓 |
| SHM | SPDR SERIES TRUST | $56.89万 | 0.01% | 11,894 | 2,289 | 23.8% | $10.95万 | 加仓 |
| DOCU | DOCUSIGN INC | $57.09万 | 0.01% | 12,042 | -5,580 | -31.7% | -$26.45万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $57.12万 | 0.01% | 8,119 | -4 | -0.0% | -$281 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $57.54万 | 0.01% | 18,105 | 7,116 | 64.8% | $22.61万 | 加仓 |
| CSL | CARLISLE COS INC | $57.88万 | 0.01% | 1,735 | 326 | 23.1% | $10.88万 | 加仓 |
| MFC | MANULIFE FINL CORP | $57.95万 | 0.01% | 16,825 | -6,083 | -26.6% | -$20.95万 | 减仓 |
| IDEV | ISHARES TR | $58.25万 | 0.01% | 6,970 | 5 | 0.1% | $418 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $58.41万 | 0.01% | 24,633 | 24,633 | — | $58.41万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $58.42万 | 0.01% | 18,252 | -4,324 | -19.2% | -$13.84万 | 减仓 |
| INGR | INGREDION INC | $58.59万 | 0.01% | 5,201 | -6,806 | -56.7% | -$76.67万 | 减仓 |
| YUM | YUM BRANDS INC | $58.73万 | 0.01% | 3,778 | -3,386 | -47.3% | -$52.64万 | 减仓 |
| RPM | RPM INTL INC | $58.79万 | 0.01% | 5,915 | 7 | 0.1% | $696 | 加仓 |
| PPG | PPG INDS INC | $58.86万 | 0.01% | 5,507 | 629 | 12.9% | $6.72万 | 加仓 |
| SLB | SLB LIMITED | $58.90万 | 0.01% | 11,462 | -4,592 | -28.6% | -$23.60万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $58.95万 | 0.01% | 1,446 | 696 | 92.8% | $28.38万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $59.29万 | 0.01% | 30,022 | -6,131 | -17.0% | -$12.11万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $59.60万 | 0.01% | 14,505 | 1,334 | 10.1% | $5.48万 | 加仓 |
| DTE | DTE ENERGY CO | $59.93万 | 0.01% | 4,098 | 1,634 | 66.3% | $23.89万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $60.06万 | 0.01% | 8,043 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $60.14万 | 0.01% | 824 | -294 | -26.3% | -$21.46万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $60.18万 | 0.01% | 13,805 | 33 | 0.2% | $1,438 | 加仓 |
| PODD | INSULET CORP | $60.51万 | 0.01% | 2,884 | -672 | -18.9% | -$14.10万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $60.84万 | 0.01% | 6,559 | 5 | 0.1% | $464 | 加仓 |
| TBIL | RBB FD INC | $61.12万 | 0.01% | 12,258 | -20 | -0.2% | -$997 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $61.34万 | 0.01% | 18,175 | -127 | -0.7% | -$4,286 | 减仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $61.34万 | 0.01% | 1,600 | -300 | -15.8% | -$11.50万 | 减仓 |
| AGNC | AGNC INVT CORP | $61.74万 | 0.01% | 61,554 | -83,845 | -57.7% | -$84.10万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $61.92万 | 0.01% | 3,663 | 3,663 | — | $61.92万 | 新建仓 |
| DHI | D R HORTON INC | $62.09万 | 0.01% | 4,525 | -9,802 | -68.4% | -$134.49万 | 减仓 |
| XYZ | BLOCK INC | $62.44万 | 0.01% | 10,376 | -3,643 | -26.0% | -$21.92万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $62.48万 | 0.01% | 3,174 | -1,425 | -31.0% | -$28.05万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $62.64万 | 0.01% | 12,566 | -680 | -5.1% | -$3.39万 | 减仓 |
| QQQI | NEOS ETF TRUST | $62.73万 | 0.01% | 12,623 | 50 | 0.4% | $2,485 | 加仓 |
| BAX | BAXTER INTL INC | $62.76万 | 0.01% | 37,357 | 5,282 | 16.5% | $8.87万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $62.78万 | 0.01% | 1,593 | 629 | 65.2% | $24.79万 | 加仓 |
| HUBG | HUB GROUP INC | $62.79万 | 0.01% | 17,421 | 6,243 | 55.9% | $22.50万 | 加仓 |
| CNO | CNO FINL GROUP INC | $63.03万 | 0.01% | 15,350 | -93 | -0.6% | -$3,819 | 减仓 |
| RBRK | RUBRIK INC. | $63.40万 | 0.01% | 12,946 | 12,946 | — | $63.40万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $63.45万 | 0.01% | 2,500 | 2,500 | — | $63.45万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $63.74万 | 0.01% | 15,801 | 2,792 | 21.5% | $11.26万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $64.30万 | 0.01% | 37,580 | 712 | 1.9% | $1.22万 | 加仓 |
| XPO | XPO INC | $64.42万 | 0.01% | 3,311 | 1,040 | 45.8% | $20.23万 | 加仓 |
| SPYI | NEOS ETF TRUST | $64.44万 | 0.01% | 13,053 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $64.70万 | 0.01% | 51,102 | 22,975 | 81.7% | $29.09万 | 加仓 |
| MLRG | ISHARES TR | $64.83万 | 0.01% | 7,215 | -12 | -0.2% | -$1,078 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $65.26万 | 0.01% | 2,322 | 18 | 0.8% | $5,059 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $65.48万 | 0.01% | 21,859 | 5 | 0.0% | $150 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $65.66万 | 0.01% | 18,154 | -221 | -1.2% | -$7,994 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $65.73万 | 0.01% | 15,513 | 644 | 4.3% | $2.73万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $66.21万 | 0.01% | 8,375 | 8,375 | — | $66.21万 | 新建仓 |
| CVNA | CARVANA CO | $66.50万 | 0.01% | 2,115 | -714 | -25.2% | -$22.45万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $66.59万 | 0.01% | 3,695 | -17,047 | -82.2% | -$307.21万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $66.61万 | 0.01% | 19,903 | 19,903 | — | $66.61万 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $67.51万 | 0.01% | 15,937 | -3,517 | -18.1% | -$14.90万 | 减仓 |
| NTRA | NATERA INC | $67.52万 | 0.01% | 3,376 | 715 | 26.9% | $14.30万 | 加仓 |
| GPC | GENUINE PARTS CO | $68.43万 | 0.01% | 6,471 | -1,499 | -18.8% | -$15.85万 | 减仓 |
| INSM | INSMED INC | $68.81万 | 0.01% | 4,208 | 668 | 18.9% | $10.92万 | 加仓 |
| COR | CENCORA INC | $68.88万 | 0.01% | 2,193 | -2,766 | -55.8% | -$86.88万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $69.03万 | 0.01% | 9,790 | -4,495 | -31.5% | -$31.69万 | 减仓 |
| DLN | WISDOMTREE TR | $69.23万 | 0.01% | 7,750 | -300 | -3.7% | -$2.68万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $69.37万 | 0.01% | 28,572 | -910 | -3.1% | -$2.21万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $70.04万 | 0.01% | 7,167 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $70.16万 | 0.01% | 6,606 | -331 | -4.8% | -$3.52万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $71.02万 | 0.01% | 21,880 | 21,880 | — | $71.02万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $71.12万 | 0.01% | 21,856 | 21,856 | — | $71.12万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $71.12万 | 0.01% | 41,065 | -366 | -0.9% | -$6,339 | 减仓 |
| SPYV | SPDR SERIES TRUST | $71.20万 | 0.01% | 12,584 | 1,006 | 8.7% | $5.69万 | 加仓 |
| PUK | PRUDENTIAL PLC | $71.51万 | 0.01% | 25,155 | -3,369 | -11.8% | -$9.58万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $71.65万 | 0.01% | 23,827 | -1 | -0.0% | -$30 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.04万 | 0.01% | 24,595 | 24,595 | — | $72.04万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $72.30万 | 0.01% | 3,301 | -4,553 | -58.0% | -$99.72万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $72.34万 | 0.01% | 13,247 | 4 | 0.0% | $218 | 加仓 |
| SE | SEA LTD | $72.52万 | 0.01% | 8,757 | -2,345 | -21.1% | -$19.42万 | 减仓 |
| — | NUVEEN NY AMT FREE | $72.75万 | 0.01% | 71,251 | 1,655 | 2.4% | $1.69万 | 加仓 |
| DG | DOLLAR GEN CORP | $73.14万 | 0.01% | 6,160 | -1,033 | -14.4% | -$12.26万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $73.30万 | 0.01% | 12,007 | 3,055 | 34.1% | $18.65万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $74.53万 | 0.01% | 11,147 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $74.60万 | 0.01% | 16,469 | -2,422 | -12.8% | -$10.97万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $74.91万 | 0.01% | 3,669 | 861 | 30.7% | $17.58万 | 加仓 |
| ALL | ALLSTATE CORP | $75.07万 | 0.01% | 3,620 | -4,483 | -55.3% | -$92.96万 | 减仓 |