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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $33.52万 | 0.00% | 3,700 | 57 | 1.6% | $5,164 | 加仓 |
| BC | BRUNSWICK CORP | $33.49万 | 0.00% | 3,976 | 3,976 | — | $33.49万 | 新建仓 |
| AAON | AAON INC | $33.37万 | 0.00% | 2,630 | 2,630 | — | $33.37万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $33.27万 | 0.00% | 1,253 | 229 | 22.4% | $6.08万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $33.23万 | 0.00% | 3,507 | 3,507 | — | $33.23万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $33.13万 | 0.00% | 2,207 | 978 | 79.6% | $14.68万 | 加仓 |
| IUSB | ISHARES TR | $32.96万 | 0.00% | 7,141 | 505 | 7.6% | $2.33万 | 加仓 |
| EG | EVEREST GROUP LTD | $32.92万 | 0.00% | 922 | 211 | 29.7% | $7.53万 | 重新持有 |
| EMOP | AB ACTIVE ETFS INC | $32.79万 | 0.00% | 6,278 | -1 | -0.0% | -$52 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $32.76万 | 0.00% | 7,009 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $32.58万 | 0.00% | 2,061 | 2,061 | — | $32.58万 | 新建仓 |
| AROC | ARCHROCK INC | $32.57万 | 0.00% | 8,001 | 393 | 5.2% | $1.60万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $32.50万 | 0.00% | 4,144 | -94 | -2.2% | -$7,371 | 减仓 |
| HQY | HEALTHEQUITY INC | $32.45万 | 0.00% | 3,593 | 1,023 | 39.8% | $9.24万 | 重新持有 |
| VLTO | VERALTO CORP | $32.26万 | 0.00% | 3,638 | -2,787 | -43.4% | -$24.71万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $32.18万 | 0.00% | 2,301 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $32.13万 | 0.00% | 4,242 | 551 | 14.9% | $4.17万 | 加仓 |
| PSA | PUBLIC STORAGE | $32.01万 | 0.00% | 1,006 | 176 | 21.2% | $5.60万 | 加仓 |
| SYY | SYSCO CORP | $31.56万 | 0.00% | 3,776 | -8,111 | -68.2% | -$67.80万 | 重新持有 |
| PBR | PETROLEO BRASILEIRO S A | $31.50万 | 0.00% | 19,489 | -318 | -1.6% | -$5,139 | 减仓 |
| TW | TRADEWEB MKTS INC | $31.34万 | 0.00% | 3,145 | 1,098 | 53.6% | $10.94万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $31.07万 | 0.00% | 10,347 | -2,719 | -20.8% | -$8.17万 | 减仓 |
| BUG | GLOBAL X FDS | $30.94万 | 0.00% | 8,101 | -13,165 | -61.9% | -$50.28万 | 减仓 |
| EFAV | ISHARES TR | $30.87万 | 0.00% | 3,519 | -1,166 | -24.9% | -$10.23万 | 减仓 |
| VMC | VULCAN MATLS CO | $30.86万 | 0.00% | 1,046 | -208 | -16.6% | -$6.14万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $30.83万 | 0.00% | 7,585 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $30.64万 | 0.00% | 2,178 | 460 | 26.8% | $6.47万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $30.58万 | 0.00% | 6,016 | 6,016 | — | $30.58万 | 新建仓 |
| ALLY | ALLY FINL INC | $30.27万 | 0.00% | 6,587 | 849 | 14.8% | $3.90万 | 重新持有 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $30.12万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| FPI | FARMLAND PARTNERS INC | $30.12万 | 0.00% | 31,116 | -297 | -0.9% | -$2,875 | 减仓 |
| XYL | XYLEM INC | $30.05万 | 0.00% | 2,542 | -449 | -15.0% | -$5.31万 | 重新持有 |
| IGSB | ISHARES TR | $30.04万 | 0.00% | 5,731 | -3,324 | -36.7% | -$17.42万 | 减仓 |
| — | WELLS FARGO & CO | $29.97万 | 0.00% | 259 | -84 | -24.5% | -$9.72万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $29.96万 | 0.00% | 1,931 | -386 | -16.7% | -$5.99万 | 减仓 |
| MSTR | STRATEGY INC | $29.93万 | 0.00% | 3,443 | 31 | 0.9% | $2,695 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $29.75万 | 0.00% | 17,825 | 2,825 | 18.8% | $4.71万 | 加仓 |
| TPG | TPG INC | $29.70万 | 0.00% | 7,325 | 501 | 7.3% | $2.03万 | 加仓 |
| SMLF | ISHARES TR | $29.70万 | 0.00% | 3,331 | -520 | -13.5% | -$4.64万 | 减仓 |
| MTUM | ISHARES TR | $29.52万 | 0.00% | 861 | -533 | -38.2% | -$18.27万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $29.52万 | 0.00% | 1,286 | -498 | -27.9% | -$11.43万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $29.52万 | 0.00% | 997 | 254 | 34.2% | $7.52万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.51万 | 0.00% | 5,989 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $29.50万 | 0.00% | 14,399 | 47 | 0.3% | $963 | 加仓 |
| — | ABRDN FDS | $29.28万 | 0.00% | 7,990 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $29.21万 | 0.00% | 1,930 | 242 | 14.3% | $3.66万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $29.03万 | 0.00% | 1,879 | 322 | 20.7% | $4.97万 | 加仓 |
| MKSI | MKS INC. | $28.96万 | 0.00% | 651 | 651 | — | $28.96万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $28.92万 | 0.00% | 1,594 | -182 | -10.2% | -$3.30万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $28.91万 | 0.00% | 3,433 | 3,433 | — | $28.91万 | 新建仓 |
| GATX | GATX CORP | $28.85万 | 0.00% | 1,628 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.84万 | 0.00% | 3,775 | 801 | 26.9% | $6.12万 | 加仓 |
| VRSN | VERISIGN INC | $28.80万 | 0.00% | 1,145 | -419 | -26.8% | -$10.54万 | 重新持有 |
| AEIS | ADVANCED ENERGY INDS | $28.79万 | 0.00% | 772 | 772 | — | $28.79万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $28.66万 | 0.00% | 6,281 | -561 | -8.2% | -$2.56万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $28.49万 | 0.00% | 3,124 | 3,124 | — | $28.49万 | 新建仓 |
| RKT | ROCKET COS INC | $28.43万 | 0.00% | 18,052 | 3,595 | 24.9% | $5.66万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $28.40万 | 0.00% | 12,075 | 1,700 | 16.4% | $4.00万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $28.39万 | 0.00% | 6,710 | 6,710 | — | $28.39万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $28.24万 | 0.00% | 7,421 | 195 | 2.7% | $7,421 | 加仓 |
| TIP | ISHARES TR | $28.15万 | 0.00% | 2,572 | 2,572 | — | $28.15万 | 新建仓 |
| CPNG | COUPANG INC | $28.13万 | 0.00% | 16,193 | -724 | -4.3% | -$1.26万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $28.06万 | 0.00% | 3,702 | 3,702 | — | $28.06万 | 新建仓 |
| VSAT | VIASAT INC | $27.92万 | 0.00% | 3,109 | -2,115 | -40.5% | -$18.99万 | 减仓 |
| HEI | HEICO CORP NEW | $27.89万 | 0.00% | 783 | 35 | 4.7% | $1.25万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $27.73万 | 0.00% | 2,335 | 368 | 18.7% | $4.37万 | 重新持有 |
| USRT | ISHARES TR | $27.58万 | 0.00% | 4,151 | 233 | 5.9% | $1.55万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $27.55万 | 0.00% | 8,850 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $27.47万 | 0.00% | 9,602 | -6,226 | -39.3% | -$17.81万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $27.42万 | 0.00% | 1,803 | 57 | 3.3% | $8,668 | 加仓 |
| HAL | HALLIBURTON CO | $27.39万 | 0.00% | 8,068 | -7,845 | -49.3% | -$26.63万 | 重新持有 |
| TRNO | TERRENO RLTY CORP | $27.25万 | 0.00% | 4,207 | -211 | -4.8% | -$1.37万 | 减仓 |
| CPRT | COPART INC | $27.23万 | 0.00% | 9,660 | -6,352 | -39.7% | -$17.91万 | 重新持有 |
| IVLU | ISHARES TR | $27.16万 | 0.00% | 6,493 | 6,493 | — | $27.16万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $27.11万 | 0.00% | 4,928 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $27.05万 | 0.00% | 3,706 | 3,706 | — | $27.05万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $26.96万 | 0.00% | 1,855 | -167 | -8.3% | -$2.43万 | 减仓 |
| XPH | SPDR SERIES TRUST | $26.73万 | 0.00% | 4,033 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STS COMMODITY INDEX F | $26.68万 | 0.00% | 7,070 | 935 | 15.2% | $3.53万 | 加仓 |
| NVR | NVR INC | $26.57万 | 0.00% | 39 | 8 | 25.8% | $5.45万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $26.51万 | 0.00% | 3,165 | 3,165 | — | $26.51万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $26.45万 | 0.00% | 9,920 | 1,016 | 11.4% | $2.71万 | 加仓 |
| ZTS | ZOETIS INC | $26.25万 | 0.00% | 3,653 | -4,512 | -55.3% | -$32.43万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $26.23万 | 0.00% | 8,730 | 8,730 | — | $26.23万 | 新建仓 |
| IXUS | ISHARES TR | $26.12万 | 0.00% | 2,736 | 2 | 0.1% | $191 | 加仓 |
| BWA | BORGWARNER INC | $26.09万 | 0.00% | 3,930 | 3,930 | — | $26.09万 | 新建仓 |
| CGBD | CARLYLE SECURED LENDING INC | $26.07万 | 0.00% | 24,760 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $26.05万 | 0.00% | 1,290 | 1,290 | — | $26.05万 | 新建仓 |
| IJT | ISHARES TR | $25.92万 | 0.00% | 1,451 | -109 | -7.0% | -$1.95万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $25.90万 | 0.00% | 2,670 | 2,670 | — | $25.90万 | 新建仓 |
| — | CHART INDS INC | $25.90万 | 0.00% | 1,239 | -139 | -10.1% | -$2.91万 | 减仓 |
| PCG | PG&E CORP | $25.86万 | 0.00% | 15,372 | 15,372 | — | $25.86万 | 新建仓 |
| OSK | OSHKOSH CORP | $25.74万 | 0.00% | 1,677 | 1,677 | — | $25.74万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $25.72万 | 0.00% | 1,420 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $25.67万 | 0.00% | 2,512 | -83 | -3.2% | -$8,480 | 减仓 |
| CLBR | COLOMBIER ACQUISITION CORP I | $25.62万 | 0.00% | 25,000 | 25,000 | — | $25.62万 | 新建仓 |
| PHM | PULTE GROUP INC | $25.58万 | 0.00% | 1,864 | -18 | -1.0% | -$2,470 | 减仓 |
| EMGF | ISHARES INC | $25.53万 | 0.00% | 3,485 | -63 | -1.8% | -$4,616 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $25.10万 | 0.00% | 11,180 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $24.94万 | 0.00% | 6,605 | 6,605 | — | $24.94万 | 新建仓 |