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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $132.89万 | 0.01% | 47,975 | -1,132 | -2.3% | -$3.14万 | 减仓 |
| SO | SOUTHERN CO | $132.93万 | 0.01% | 13,889 | 3,582 | 34.8% | $34.28万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $133.69万 | 0.01% | 13,205 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $133.77万 | 0.01% | 4,928 | 1,552 | 46.0% | $42.13万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $134.02万 | 0.01% | 26,923 | -4,800 | -15.1% | -$23.89万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $134.32万 | 0.01% | 12,640 | 2,679 | 26.9% | $28.47万 | 加仓 |
| NYF | ISHARES TR | $134.70万 | 0.01% | 24,989 | -20,146 | -44.6% | -$108.60万 | 减仓 |
| PPL | PPL CORP | $135.00万 | 0.01% | 37,139 | -2,217 | -5.6% | -$8.06万 | 减仓 |
| FDX | FEDEX CORP | $136.02万 | 0.01% | 4,344 | -90 | -2.0% | -$2.82万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $136.37万 | 0.01% | 29,809 | -1,003 | -3.3% | -$4.59万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $136.62万 | 0.01% | 13,624 | 2,598 | 23.6% | $26.05万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $136.94万 | 0.01% | 85,106 | 5,106 | 6.4% | $8.22万 | 加仓 |
| DASH | DOORDASH INC | $137.57万 | 0.01% | 7,455 | -49 | -0.7% | -$9,042 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $137.77万 | 0.01% | 53,356 | -4,585 | -7.9% | -$11.84万 | 减仓 |
| HWKN | HAWKINS INC | $138.86万 | 0.01% | 9,772 | 28 | 0.3% | $3,979 | 加仓 |
| BA | BOEING CO | $139.04万 | 0.01% | 6,423 | 1,668 | 35.1% | $36.11万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $139.40万 | 0.01% | 4,048 | 124 | 3.2% | $4.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $139.84万 | 0.01% | 5,470 | -90 | -1.6% | -$2.30万 | 减仓 |
| WPC | WP CAREY INC | $140.27万 | 0.01% | 19,618 | 824 | 4.4% | $5.89万 | 加仓 |
| MSCI | MSCI INC | $141.07万 | 0.01% | 2,519 | 210 | 9.1% | $11.76万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $141.12万 | 0.01% | 5,732 | -12 | -0.2% | -$2,954 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $141.65万 | 0.01% | 16,372 | 126 | 0.8% | $1.09万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $143.84万 | 0.01% | 7,623 | -1,081 | -12.4% | -$20.40万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $144.30万 | 0.01% | 6,037 | -160 | -2.6% | -$3.82万 | 减仓 |
| ICLR | ICON PUB LTD CO | $144.96万 | 0.01% | 8,345 | 307 | 3.8% | $5.33万 | 加仓 |
| TFC | TRUIST FINL CORP | $145.24万 | 0.01% | 29,153 | -2,467 | -7.8% | -$12.29万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $145.30万 | 0.01% | 12,211 | 3,829 | 45.7% | $45.56万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $145.82万 | 0.01% | 7,268 | 1,265 | 21.1% | $25.38万 | 加仓 |
| CI | THE CIGNA GROUP | $145.87万 | 0.01% | 5,291 | -376 | -6.6% | -$10.37万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $146.22万 | 0.01% | 124,545 | 865 | 0.7% | $1.02万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $146.75万 | 0.01% | 6,562 | -164 | -2.4% | -$3.67万 | 减仓 |
| EDV | VANGUARD WORLD FD | $147.64万 | 0.01% | 22,686 | 2,610 | 13.0% | $16.99万 | 加仓 |
| EEMA | ISHARES INC | $147.73万 | 0.01% | 12,631 | -145 | -1.1% | -$1.70万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $148.39万 | 0.01% | 20,231 | 1,437 | 7.6% | $10.54万 | 加仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $148.65万 | 0.01% | 27,800 | 27,800 | — | $148.65万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $148.98万 | 0.01% | 26,500 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $149.32万 | 0.01% | 22,759 | 793 | 3.6% | $5.20万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $149.41万 | 0.01% | 31,899 | -425 | -1.3% | -$1.99万 | 减仓 |
| HSY | HERSHEY CO | $149.53万 | 0.01% | 8,523 | 431 | 5.3% | $7.56万 | 加仓 |
| B | BARRICK MNG CORP | $150.23万 | 0.02% | 40,902 | -2,334 | -5.4% | -$8.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $151.17万 | 0.02% | 18,359 | 1,474 | 8.7% | $12.14万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $151.36万 | 0.02% | 50,503 | 9,179 | 22.2% | $27.51万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $151.39万 | 0.02% | 5,313 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $151.69万 | 0.02% | 2,391 | 105 | 4.6% | $6.66万 | 加仓 |
| BP | BP PLC | $151.91万 | 0.02% | 41,111 | -23,710 | -36.6% | -$87.61万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $152.29万 | 0.02% | 41,158 | -9,453 | -18.7% | -$34.98万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $152.30万 | 0.02% | 53,307 | 53,307 | — | $152.30万 | 新建仓 |
| THO | THOR INDS INC | $153.13万 | 0.02% | 20,374 | -5,313 | -20.7% | -$39.93万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $153.55万 | 0.02% | 93,741 | 46,972 | 100.4% | $76.94万 | 加仓 |
| IWY | ISHARES TR | $154.27万 | 0.02% | 5,308 | 371 | 7.5% | $10.78万 | 加仓 |
| TLN | TALEN ENERGY CORP | $154.40万 | 0.02% | 4,018 | 4,018 | — | $154.40万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $154.79万 | 0.02% | 16,104 | 309 | 2.0% | $2.97万 | 加仓 |
| IEF | ISHARES TR | $154.84万 | 0.02% | 16,373 | -1,334 | -7.5% | -$12.62万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $155.24万 | 0.02% | 7,535 | 30 | 0.4% | $6,181 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $155.61万 | 0.02% | 31,259 | -7,588 | -19.5% | -$37.77万 | 减仓 |
| DIS | DISNEY WALT CO | $155.93万 | 0.02% | 16,200 | -1,622 | -9.1% | -$15.61万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $157.00万 | 0.02% | 23,238 | -53 | -0.2% | -$3,581 | 减仓 |
| IBB | ISHARES TR | $158.11万 | 0.02% | 8,313 | -1,078 | -11.5% | -$20.50万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $158.31万 | 0.02% | 1,845 | 1,293 | 234.2% | $110.95万 | 加仓 |
| ACWI | ISHARES TR | $158.45万 | 0.02% | 10,094 | -2,464 | -19.6% | -$38.68万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $159.63万 | 0.02% | 4,308 | 128 | 3.1% | $4.74万 | 加仓 |
| TRMB | TRIMBLE INC | $159.70万 | 0.02% | 31,203 | -6,780 | -17.9% | -$34.70万 | 减仓 |
| CCI | CROWN CASTLE INC | $160.35万 | 0.02% | 21,174 | -603 | -2.8% | -$4.57万 | 减仓 |
| GRMN | GARMIN LTD | $161.43万 | 0.02% | 6,796 | 2,557 | 60.3% | $60.74万 | 加仓 |
| PAVE | GLOBAL X FDS | $161.60万 | 0.02% | 27,428 | -2 | -0.0% | -$118 | 减仓 |
| PLD | PROLOGIS INC. | $162.26万 | 0.02% | 11,978 | 744 | 6.6% | $10.08万 | 加仓 |
| ENB | ENBRIDGE INC | $162.66万 | 0.02% | 30,006 | 481 | 1.6% | $2.61万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $163.12万 | 0.02% | 26,314 | 5,185 | 24.5% | $32.14万 | 加仓 |
| DDS | DILLARDS INC | $164.29万 | 0.02% | 3,109 | 649 | 26.4% | $34.30万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $164.75万 | 0.02% | 14,047 | -3,002 | -17.6% | -$35.21万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $164.95万 | 0.02% | 9,654 | 9,654 | — | $164.95万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $165.84万 | 0.02% | 9,833 | -2,126 | -17.8% | -$35.86万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $166.67万 | 0.02% | 36,760 | 3,136 | 9.3% | $14.22万 | 加仓 |
| BSY | BENTLEY SYS INC | $166.80万 | 0.02% | 55,804 | -11,921 | -17.6% | -$35.63万 | 减仓 |
| TDC | TERADATA CORP DEL | $167.88万 | 0.02% | 48,450 | 10,727 | 28.4% | $37.17万 | 加仓 |
| ORI | OLD REP INTL CORP | $168.28万 | 0.02% | 41,125 | 8,746 | 27.0% | $35.79万 | 加仓 |
| BE | BLOOM ENERGY CORP | $168.76万 | 0.02% | 5,575 | 1,890 | 51.3% | $57.21万 | 加仓 |
| ADSK | AUTODESK INC | $168.80万 | 0.02% | 8,682 | 1,215 | 16.3% | $23.62万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $170.15万 | 0.02% | 14,571 | 3,454 | 31.1% | $40.33万 | 加仓 |
| IWB | ISHARES TR | $170.63万 | 0.02% | 4,167 | -346 | -7.7% | -$14.17万 | 减仓 |
| HLNE | HAMILTON LANE INC | $172.14万 | 0.02% | 21,836 | -3,997 | -15.5% | -$31.51万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $174.49万 | 0.02% | 13,167 | -5,060 | -27.8% | -$67.05万 | 减仓 |
| ADBE | ADOBE INC | $175.01万 | 0.02% | 8,536 | -4,295 | -33.5% | -$88.06万 | 减仓 |
| CME | CME GROUP INC | $175.77万 | 0.02% | 7,959 | -1,186 | -13.0% | -$26.19万 | 减仓 |
| ING | ING GROEP N.V. | $176.94万 | 0.02% | 56,386 | 4,435 | 8.5% | $13.92万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $176.98万 | 0.02% | 23,020 | -3,744 | -14.0% | -$28.78万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $177.34万 | 0.02% | 48,989 | 10,096 | 26.0% | $36.55万 | 加仓 |
| DCI | DONALDSON INC | $177.47万 | 0.02% | 19,769 | 143 | 0.7% | $1.28万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $180.46万 | 0.02% | 56,641 | -3,854 | -6.4% | -$12.28万 | 减仓 |
| FOR | FORESTAR GROUP INC | $181.64万 | 0.02% | 57,390 | 11,948 | 26.3% | $37.82万 | 加仓 |
| ACWX | ISHARES TR | $181.92万 | 0.02% | 23,903 | 1,647 | 7.4% | $12.54万 | 加仓 |
| VICI | VICI PPTYS INC | $182.57万 | 0.02% | 68,765 | -6,433 | -8.6% | -$17.08万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $182.93万 | 0.02% | 11,184 | 732 | 7.0% | $11.97万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $183.16万 | 0.02% | 15,085 | -478 | -3.1% | -$5.80万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $183.18万 | 0.02% | 98,856 | -44,460 | -31.0% | -$82.38万 | 减仓 |
| TLT | ISHARES TR | $186.53万 | 0.02% | 21,584 | -1,187 | -5.2% | -$10.26万 | 减仓 |
| BANF | BANCFIRST CORP | $186.56万 | 0.02% | 16,788 | 80 | 0.5% | $8,890 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $186.66万 | 0.02% | 8,515 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $187.05万 | 0.02% | 51,205 | -2,565 | -4.8% | -$9.37万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $187.16万 | 0.02% | 13,078 | 2,366 | 22.1% | $33.86万 | 加仓 |