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 |
|---|---|---|---|---|---|---|---|---|
| EXR | EXTRA SPACE STORAGE INC | $26.52万 | 0.00% | 2,022 | -1,722 | -46.0% | -$22.58万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $26.51万 | 0.00% | 4,238 | 48 | 1.1% | $3,003 | 加仓 |
| AROC | ARCHROCK INC | $26.48万 | 0.00% | 7,608 | -245 | -3.1% | -$8,526 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $26.46万 | 0.00% | 2,595 | 1,184 | 83.9% | $12.07万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $26.36万 | 0.00% | 3,825 | -3,063 | -44.5% | -$21.11万 | 减仓 |
| ICLN | ISHARES TR | $26.25万 | 0.00% | 14,352 | -1,100 | -7.1% | -$2.01万 | 减仓 |
| DOCS | DOXIMITY INC | $26.23万 | 0.00% | 11,257 | 2,109 | 23.1% | $4.91万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $26.06万 | 0.00% | 7,226 | -405 | -5.3% | -$1.46万 | 减仓 |
| UNM | UNUM GROUP | $25.95万 | 0.00% | 3,554 | -1,385 | -28.0% | -$10.11万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $25.51万 | 0.00% | 5,739 | 344 | 6.4% | $1.53万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $25.51万 | 0.00% | 1,024 | -55 | -5.1% | -$1.37万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $25.46万 | 0.00% | 4,899 | -3,095 | -38.7% | -$16.09万 | 减仓 |
| EES | WISDOMTREE TR | $25.43万 | 0.00% | 4,380 | 4,380 | — | $25.43万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $25.37万 | 0.00% | 4,098 | -4,553 | -52.6% | -$28.19万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $25.29万 | 0.00% | 1,746 | -1,236 | -41.4% | -$17.90万 | 减仓 |
| KR | KROGER CO | $24.89万 | 0.00% | 3,439 | -4,411 | -56.2% | -$31.92万 | 减仓 |
| EXC | EXELON CORP | $24.82万 | 0.00% | 5,064 | -18,804 | -78.8% | -$92.17万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $24.62万 | 0.00% | 11,180 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $24.45万 | 0.00% | 8,904 | -16,099 | -64.4% | -$44.21万 | 减仓 |
| MTB | M & T BK CORP | $24.36万 | 0.00% | 1,178 | -370 | -23.9% | -$7.65万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $24.34万 | 0.00% | 1,246 | -318 | -20.3% | -$6.21万 | 减仓 |
| ZS | ZSCALER INC | $24.29万 | 0.00% | 1,731 | -358 | -17.1% | -$5.02万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $24.27万 | 0.00% | 8,850 | 8,850 | — | $24.27万 | 新建仓 |
| HYG | ISHARES TR | $24.26万 | 0.00% | 3,049 | 46 | 1.5% | $3,659 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $24.19万 | 0.00% | 1,684 | -96 | -5.4% | -$1.38万 | 减仓 |
| TW | TRADEWEB MKTS INC | $24.09万 | 0.00% | 2,047 | -2,529 | -55.3% | -$29.76万 | 减仓 |
| VSAT | VIASAT INC | $23.93万 | 0.00% | 5,224 | -1,270 | -19.6% | -$5.82万 | 减仓 |
| RKLB | ROCKET LAB CORP | $23.90万 | 0.00% | 3,722 | 3,722 | — | $23.90万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.88万 | 0.00% | 4,928 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.84万 | 0.00% | 10,375 | 306 | 3.0% | $7,032 | 加仓 |
| CVLT | COMMVAULT SYS INC | $23.82万 | 0.00% | 3,058 | -2,924 | -48.9% | -$22.78万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $23.76万 | 0.00% | 3,656 | -4,280 | -53.9% | -$27.82万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $23.72万 | 0.00% | 2,524 | -156 | -5.8% | -$1.47万 | 减仓 |
| IXUS | ISHARES TR | $23.69万 | 0.00% | 2,734 | 231 | 9.2% | $2.00万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $23.69万 | 0.00% | 1,149 | -1,407 | -55.0% | -$29.01万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $23.56万 | 0.00% | 30,357 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $23.52万 | 0.00% | 28,062 | 6,392 | 29.5% | $5.36万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $23.41万 | 0.00% | 12,074 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $23.29万 | 0.00% | 320 | -194 | -37.7% | -$14.12万 | 减仓 |
| GIS | GENERAL MILLS INC | $23.24万 | 0.00% | 6,243 | -3,741 | -37.5% | -$13.92万 | 减仓 |
| USRT | ISHARES TR | $23.19万 | 0.00% | 3,918 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $23.07万 | 0.00% | 105 | -17 | -13.9% | -$3.73万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $23.01万 | 0.00% | 1,213 | -2,479 | -67.1% | -$47.03万 | 减仓 |
| NTRS | NORTHERN TR CORP | $22.97万 | 0.00% | 1,646 | -894 | -35.2% | -$12.47万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $22.97万 | 0.00% | 1,120 | 1,120 | — | $22.97万 | 新建仓 |
| KT | KT CORP | $22.94万 | 0.00% | 10,695 | 10,695 | — | $22.94万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $22.82万 | 0.00% | 1,977 | -1,108 | -35.9% | -$12.79万 | 减仓 |
| W | WAYFAIR INC | $22.81万 | 0.00% | 3,033 | 3,033 | — | $22.81万 | 新建仓 |
| SF | STIFEL FINL CORP | $22.77万 | 0.00% | 3,080 | 230 | 8.1% | $1.70万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $22.76万 | 0.00% | 7,556 | -2,338 | -23.6% | -$7.04万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $22.75万 | 0.00% | 5,272 | -4,421 | -45.6% | -$19.08万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $22.72万 | 0.00% | 642 | -1,072 | -62.5% | -$37.94万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $22.66万 | 0.00% | 4,068 | 0 | 0.0% | — | 重新持有 |
| IJT | ISHARES TR | $22.57万 | 0.00% | 1,560 | 88 | 6.0% | $1.27万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $22.48万 | 0.00% | 8,280 | 8,280 | — | $22.48万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $22.47万 | 0.00% | 830 | -2,322 | -73.7% | -$62.86万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $22.34万 | 0.00% | 15,000 | 4,624 | 44.6% | $6.89万 | 加仓 |
| PHM | PULTE GROUP INC | $22.13万 | 0.00% | 1,882 | -2,405 | -56.1% | -$28.29万 | 减仓 |
| UMH | UMH PPTYS INC | $22.13万 | 0.00% | 15,336 | 2,423 | 18.8% | $3.50万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $22.09万 | 0.00% | 6,948 | 6,948 | — | $22.09万 | 新建仓 |
| CRH | CRH PLC | $22.08万 | 0.00% | 2,101 | -20 | -0.9% | -$2,102 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $21.97万 | 0.00% | 5,182 | 5,182 | — | $21.97万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $21.95万 | 0.00% | 3,781 | 3,781 | — | $21.95万 | 新建仓 |
| XPH | SPDR SERIES TRUST | $21.81万 | 0.00% | 4,033 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $21.72万 | 0.00% | 1,716 | -1,670 | -49.3% | -$21.14万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $21.68万 | 0.00% | 1,285 | 1,285 | — | $21.68万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.62万 | 0.00% | 2,974 | -5,497 | -64.9% | -$39.96万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $21.60万 | 0.00% | 10,131 | 10,131 | — | $21.60万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $21.54万 | 0.00% | 4,733 | 4,733 | — | $21.54万 | 新建仓 |
| EMGF | ISHARES INC | $21.44万 | 0.00% | 3,548 | 3,548 | — | $21.44万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $21.43万 | 0.00% | 2,845 | -4,162 | -59.4% | -$31.34万 | 减仓 |
| COWZ | PACER FDS TR | $21.38万 | 0.00% | 3,417 | -1,420 | -29.4% | -$8.88万 | 减仓 |
| DIOD | DIODES INC | $21.34万 | 0.00% | 3,127 | 3,127 | — | $21.34万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $21.34万 | 0.00% | 1,557 | -54 | -3.4% | -$7,401 | 减仓 |
| VDE | VANGUARD WORLD FD | $21.27万 | 0.00% | 1,229 | 1,229 | — | $21.27万 | 新建仓 |
| CPER | UNITED STS COMMODITY INDEX F | $21.12万 | 0.00% | 6,135 | 6,135 | — | $21.12万 | 新建仓 |
| NPO | ENPRO INC | $20.88万 | 0.00% | 833 | 833 | — | $20.88万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $20.85万 | 0.00% | 6,924 | -2,337 | -25.2% | -$7.04万 | 减仓 |
| GOVT | ISHARES TR | $20.85万 | 0.00% | 9,100 | 292 | 3.3% | $6,690 | 重新持有 |
| CDW | CDW CORP | $20.79万 | 0.00% | 1,718 | -2,347 | -57.7% | -$28.40万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $20.72万 | 0.00% | 2,910 | -4,080 | -58.4% | -$29.05万 | 减仓 |
| OUSA | ALPS ETF TR | $20.68万 | 0.00% | 3,714 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $20.60万 | 0.00% | 14,457 | 1,253 | 9.5% | $1.79万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.52万 | 0.00% | 3,176 | -3,148 | -49.8% | -$20.34万 | 减仓 |
| HEI | HEICO CORP NEW | $20.51万 | 0.00% | 748 | -364 | -32.7% | -$9.98万 | 减仓 |
| NVR | NVR INC | $20.43万 | 0.00% | 31 | -11 | -26.2% | -$7.25万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $20.35万 | 0.00% | 3,126 | 3,126 | — | $20.35万 | 新建仓 |
| RDNT | RADNET INC | $20.19万 | 0.00% | 3,612 | 23 | 0.6% | $1,285 | 加仓 |
| EWW | ISHARES INC | $20.07万 | 0.00% | 2,668 | 2,668 | — | $20.07万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $19.75万 | 0.00% | 17,170 | 170 | 1.0% | $1,955 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $18.30万 | 0.00% | 23,256 | 3,549 | 18.0% | $2.79万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $18.05万 | 0.00% | 40,754 | 40,754 | — | $18.05万 | 新建仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $17.11万 | 0.00% | 11,520 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $16.94万 | 0.00% | 116,006 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $16.74万 | 0.00% | 20,289 | 2,360 | 13.2% | $1.95万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $16.09万 | 0.00% | 10,283 | -11,048 | -51.8% | -$17.29万 | 减仓 |
| F | FORD MTR CO | $14.76万 | 0.00% | 12,788 | -27,554 | -68.3% | -$31.80万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $14.50万 | 0.00% | 13,323 | -22,867 | -63.2% | -$24.88万 | 减仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $14.48万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $13.72万 | 0.00% | 25,885 | 0 | 0.0% | — | 不变 |