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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $3.84亿 | 4.58% | 7,632,376 | -698,026 | -8.4% | -$3,513.86万 | 减仓 |
| AAPL | APPLE INC | $3.45亿 | 4.11% | 1,359,822 | 15,843 | 1.2% | $402.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.85亿 | 3.39% | 768,837 | -19,636 | -2.5% | -$726.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.39亿 | 2.85% | 1,372,227 | -118,645 | -8.0% | -$2,069.17万 | 减仓 |
| GOOGL | ALPHABET INC | $2.34亿 | 2.79% | 813,160 | -74,049 | -8.3% | -$2,129.35万 | 减仓 |
| AVGO | BROADCOM INC | $1.59亿 | 1.89% | 512,688 | 43,411 | 9.3% | $1,343.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.52亿 | 1.81% | 233,940 | 2,772 | 1.2% | $180.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.45亿 | 1.73% | 492,565 | 12,064 | 2.5% | $354.87万 | 加仓 |
| AMZN | AMAZON COM INC | $1.40亿 | 1.67% | 672,432 | -693 | -0.1% | -$14.43万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.31亿 | 1.56% | 2,240,609 | 266,043 | 13.5% | $1,557.42万 | 加仓 |
| META | META PLATFORMS INC | $1.26亿 | 1.50% | 219,387 | -12,552 | -5.4% | -$718.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.19亿 | 1.41% | 198,432 | -18,654 | -8.6% | -$1,114.67万 | 减仓 |
| IWF | ISHARES TR | $1.04亿 | 1.24% | 243,611 | -27,440 | -10.1% | -$1,170.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $9,849.62万 | 1.17% | 706,725 | 60,255 | 9.3% | $839.77万 | 加仓 |
| ABBV | ABBVIE INC | $8,831.44万 | 1.05% | 406,062 | 8,385 | 2.1% | $182.37万 | 加仓 |
| WFC | WELLS FARGO & CO | $8,763.06万 | 1.04% | 1,100,749 | 79,862 | 7.8% | $635.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,718.08万 | 1.04% | 1,360,500 | 263,626 | 24.0% | $1,689.31万 | 加仓 |
| NVS | NOVARTIS AG | $8,347.87万 | 0.99% | 546,505 | 41,166 | 8.1% | $628.81万 | 加仓 |
| KLAC | KLA CORP | $8,284.53万 | 0.99% | 56,265 | 942 | 1.7% | $138.70万 | 加仓 |
| AZO | AUTOZONE INC | $7,971.10万 | 0.95% | 23,599 | 1,962 | 9.1% | $662.71万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $7,612.76万 | 0.91% | 356,302 | -96,577 | -21.3% | -$2,063.47万 | 减仓 |
| HD | HOME DEPOT INC | $7,295.22万 | 0.87% | 221,813 | 11,300 | 5.4% | $371.65万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $7,154.27万 | 0.85% | 1,082,177 | 81,565 | 8.2% | $539.23万 | 加仓 |
| V | VISA INC | $7,105.45万 | 0.85% | 235,093 | 17,297 | 7.9% | $522.78万 | 加仓 |
| ISHG | ISHARES TR | $7,054.73万 | 0.84% | 950,975 | -60,278 | -6.0% | -$447.17万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $7,042.76万 | 0.84% | 601,636 | 41,504 | 7.4% | $485.85万 | 加仓 |
| EBAY | EBAY INC. | $6,612.20万 | 0.79% | 726,456 | 73,770 | 11.3% | $671.45万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $6,437.43万 | 0.77% | 2,452,355 | 268,753 | 12.3% | $705.48万 | 加仓 |
| VST | VISTRA CORP | $6,400.98万 | 0.76% | 425,795 | 76,468 | 21.9% | $1,149.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $6,209.66万 | 0.74% | 254,036 | -5,682 | -2.2% | -$138.89万 | 减仓 |
| BX | BLACKSTONE INC | $6,177.58万 | 0.74% | 537,227 | -177,475 | -24.8% | -$2,040.79万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $6,165.01万 | 0.73% | 1,326,949 | 1,302,234 | 5,269.0% | $6,050.18万 | 加仓 |
| LLY | ELI LILLY & CO | $5,868.48万 | 0.70% | 63,804 | 29 | 0.0% | $2.67万 | 加仓 |
| EOG | EOG RES INC | $5,723.86万 | 0.68% | 395,923 | 32,607 | 9.0% | $471.40万 | 加仓 |
| R | RYDER SYS INC | $5,689.76万 | 0.68% | 277,942 | 27,608 | 11.0% | $565.16万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $5,527.15万 | 0.66% | 1,134,241 | 68,421 | 6.4% | $333.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,417.17万 | 0.65% | 223,490 | 15,722 | 7.6% | $381.09万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5,343.53万 | 0.64% | 88,412 | 6,722 | 8.2% | $406.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,264.47万 | 0.63% | 274,305 | -17,597 | -6.0% | -$337.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,250.54万 | 0.63% | 105,082 | -3,029 | -2.8% | -$151.35万 | 减仓 |
| NRG | NRG ENERGY INC | $5,185.74万 | 0.62% | 354,847 | 16,746 | 5.0% | $244.73万 | 加仓 |
| AMGN | AMGEN INC | $5,162.95万 | 0.62% | 146,737 | 4,299 | 3.0% | $151.26万 | 加仓 |
| EFA | ISHARES TR | $5,006.24万 | 0.60% | 515,417 | -32,034 | -5.9% | -$311.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,985.29万 | 0.59% | 155,397 | -69,170 | -30.8% | -$2,219.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,870.32万 | 0.58% | 248,233 | -4,513 | -1.8% | -$88.54万 | 减仓 |
| NFLX | NETFLIX INC. | $4,780.17万 | 0.57% | 497,157 | 284,456 | 133.7% | $2,735.05万 | 加仓 |
| HAS | HASBRO INC | $4,767.11万 | 0.57% | 509,307 | 509,307 | — | $4,767.11万 | 新建仓 |
| SMH | VANECK ETF TRUST | $4,635.09万 | 0.55% | 120,894 | -1,902 | -1.5% | -$72.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,379.56万 | 0.52% | 152,502 | -355 | -0.2% | -$10.19万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $4,200.59万 | 0.50% | 1,017,831 | 93,216 | 10.1% | $384.70万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $4,146.14万 | 0.49% | 2,163,958 | 274,642 | 14.5% | $526.21万 | 加仓 |
| CRM | SALESFORCE INC | $4,145.90万 | 0.49% | 222,098 | -18,014 | -7.5% | -$336.27万 | 减仓 |
| WELL | WELLTOWER INC | $4,130.94万 | 0.49% | 208,939 | -7,600 | -3.5% | -$150.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,973.09万 | 0.47% | 116,244 | -5,918 | -4.8% | -$202.27万 | 减仓 |
| QCOM | QUALCOMM INC | $3,846.43万 | 0.46% | 298,683 | 19,412 | 7.0% | $249.99万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3,687.49万 | 0.44% | 33,727 | 15,831 | 88.5% | $1,730.86万 | 加仓 |
| IVV | ISHARES TR | $3,643.80万 | 0.43% | 55,783 | 15,303 | 37.8% | $999.61万 | 加仓 |
| KO | COCA COLA CO | $3,626.71万 | 0.43% | 476,885 | 27,266 | 6.1% | $207.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,519.52万 | 0.42% | 35,321 | 1,389 | 4.1% | $138.41万 | 加仓 |
| GOOG | ALPHABET INC | $3,453.80万 | 0.41% | 120,400 | -41,547 | -25.7% | -$1,191.82万 | 减仓 |
| NOW | SERVICENOW INC | $3,431.04万 | 0.41% | 328,172 | 266,938 | 435.9% | $2,790.84万 | 加仓 |
| FTNT | FORTINET INC | $3,291.59万 | 0.39% | 402,789 | -7,907 | -1.9% | -$64.62万 | 减仓 |
| AGG | ISHARES TR | $3,250.04万 | 0.39% | 327,394 | 13,231 | 4.2% | $131.34万 | 加仓 |
| IEFA | ISHARES TR | $3,232.80万 | 0.39% | 357,097 | 23,937 | 7.2% | $216.70万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,221.34万 | 0.38% | 366,729 | -16,861 | -4.4% | -$148.11万 | 减仓 |
| IQLT | ISHARES TR | $3,192.49万 | 0.38% | 690,567 | 2,071 | 0.3% | $9.57万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,177.62万 | 0.38% | 94,026 | 4,280 | 4.8% | $144.64万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,104.45万 | 0.37% | 577,358 | 96,280 | 20.0% | $517.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,096.76万 | 0.37% | 118,233 | -6,353 | -5.1% | -$166.40万 | 减仓 |
| ORCL | ORACLE CORP | $3,033.10万 | 0.36% | 206,179 | -17,275 | -7.7% | -$254.13万 | 减仓 |
| UNP | UNION PAC CORP | $3,010.81万 | 0.36% | 124,096 | 2,177 | 1.8% | $52.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,010.73万 | 0.36% | 62,828 | -4,348 | -6.5% | -$208.36万 | 减仓 |
| IJH | ISHARES TR | $2,773.28万 | 0.33% | 410,673 | 50,977 | 14.2% | $344.25万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $2,755.34万 | 0.33% | 212,211 | -165,494 | -43.8% | -$2,148.77万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,714.88万 | 0.32% | 350,850 | 20,654 | 6.3% | $159.82万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,612.41万 | 0.31% | 567,053 | 32,638 | 6.1% | $150.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,469.67万 | 0.29% | 456,923 | -16,460 | -3.5% | -$88.97万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2,413.76万 | 0.29% | 479,681 | 80,000 | 20.0% | $402.56万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2,390.24万 | 0.28% | 49,777 | 45,428 | 1,044.6% | $2,181.41万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,332.11万 | 0.28% | 78,036 | -15,546 | -16.6% | -$464.59万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,266.19万 | 0.27% | 105,375 | -4,379 | -4.0% | -$94.17万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $2,245.32万 | 0.27% | 2,592,750 | 189,635 | 7.9% | $164.22万 | 加仓 |
| QUAL | ISHARES TR | $2,215.22万 | 0.26% | 115,490 | -20,617 | -15.1% | -$395.46万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,201.72万 | 0.26% | 26,025 | 1,675 | 6.9% | $141.71万 | 加仓 |
| LOW | LOWES COS INC | $2,195.27万 | 0.26% | 92,910 | -3,946 | -4.1% | -$93.24万 | 减仓 |
| TSLA | TESLA INC | $2,146.99万 | 0.26% | 57,754 | -21,618 | -27.2% | -$803.64万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,068.71万 | 0.25% | 263,832 | 12,029 | 4.8% | $94.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,042.37万 | 0.24% | 46,759 | 7,669 | 19.6% | $334.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,970.16万 | 0.23% | 50,464 | 24,023 | 90.9% | $937.88万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,939.33万 | 0.23% | 269,613 | 11,439 | 4.4% | $82.28万 | 加仓 |
| ASML | ASML HLDG NV | $1,935.19万 | 0.23% | 14,651 | 912 | 6.6% | $120.46万 | 加仓 |
| IEMG | ISHARES INC | $1,919.78万 | 0.23% | 275,237 | -5,556 | -2.0% | -$38.75万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,862.27万 | 0.22% | 93,916 | -7,445 | -7.3% | -$147.63万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,856.16万 | 0.22% | 247,158 | 45,998 | 22.9% | $345.45万 | 加仓 |
| WMT | WALMART INC | $1,818.05万 | 0.22% | 146,287 | -34,234 | -19.0% | -$425.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,791.33万 | 0.21% | 31,036 | -3,225 | -9.4% | -$186.14万 | 减仓 |
| IJR | ISHARES TR | $1,639.13万 | 0.20% | 131,858 | 6,520 | 5.2% | $81.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,545.95万 | 0.18% | 33,535 | 5,950 | 21.6% | $274.29万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,543.39万 | 0.18% | 920,327 | -41,173 | -4.3% | -$69.05万 | 减仓 |
| TJX | TJX COS INC NEW | $1,501.24万 | 0.18% | 94,004 | -12,928 | -12.1% | -$206.46万 | 减仓 |