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 |
|---|---|---|---|---|---|---|---|---|
| — | WHITEHORSE FIN INC | $12.44万 | 0.00% | 16,811 | 581 | 3.6% | $4,299 | 加仓 |
| — | J JILL INC | $11.46万 | 0.00% | 10,001 | -8 | -0.1% | -$92 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $10.65万 | 0.00% | 11,473 | 11,473 | — | $10.65万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $10.46万 | 0.00% | 600 | 600 | — | $10.46万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.94万 | 0.00% | 12,520 | -17,626 | -58.5% | -$14.00万 | 减仓 |
| ADBE | ADOBE INC 看跌期权 | $9.72万 | 0.00% | 400 | 400 | — | $9.72万 | 新建仓 |
| — | TSCAN THERAPEUTICS INC | $9.24万 | 0.00% | 91,463 | 0 | 0.0% | — | 不变 |
| TTI | TETRA TECHNOLOGIES INC DEL | $8.69万 | 0.00% | 10,201 | 72 | 0.7% | $613 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.33万 | 0.00% | 16,790 | -397 | -2.3% | -$1,969 | 减仓 |
| GDRX | GOODRX HLDGS INC | $7.91万 | 0.00% | 40,370 | 0 | 0.0% | — | 不变 |
| BTX | BLACKROCK TECH AND PRIVATE E | $7.11万 | 0.00% | 10,767 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $7.06万 | 0.00% | 20,000 | 5,000 | 33.3% | $1.76万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $5.28万 | 0.00% | 13,068 | 13,068 | — | $5.28万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.21万 | 0.00% | 11,498 | 11,498 | — | $4.21万 | 新建仓 |
| WIT | WIPRO LTD | $4.10万 | 0.00% | 19,325 | -3,625 | -15.8% | -$7,685 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $3.91万 | 0.00% | 10,813 | 10,813 | — | $3.91万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $3.45万 | 0.00% | 16,260 | 1,191 | 7.9% | $2,525 | 重新持有 |
| — | ANIXA BIOSCIENCES INC | $3.23万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $1.81万 | 0.00% | 14,130 | 123 | 0.9% | $157 | 重新持有 |
| DOCU | DOCUSIGN INC 看涨期权 | $9,482 | 0.00% | 200 | 200 | — | $9,482 | 新建仓 |
| — | PSQ HOLDINGS INC | $7,340 | 0.00% | 165,323 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $3,842 | 0.00% | 100 | 100 | — | $3,842 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $2,172 | 0.00% | 600 | 600 | — | $2,172 | 新建仓 |
| MSOS | ADVISORSHARES TR 看涨期权 | $1,775 | 0.00% | 500 | 500 | — | $1,775 | 新建仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -641,793 | -100.0% | -$5,579.10万 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | -1,259,422 | -100.0% | -$4,326.11万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -289,289 | -100.0% | -$1,577.78万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -28,057 | -100.0% | -$515.86万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -122,186 | -100.0% | -$470.29万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -154,827 | -100.0% | -$444.35万 | 清仓 |
| ETOR | ETORO GROUP LTD | $0 | 0.00% | 0 | -126,202 | -100.0% | -$443.35万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -278,884 | -100.0% | -$411.35万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -32,764 | -100.0% | -$204.64万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $0 | 0.00% | 0 | -44,998 | -100.0% | -$191.46万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -37,200 | -100.0% | -$174.56万 | 清仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $0 | 0.00% | 0 | -124,574 | -100.0% | -$171.16万 | 清仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $0 | 0.00% | 0 | -167,081 | -100.0% | -$170.09万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -64,407 | -100.0% | -$165.14万 | 清仓 |
| YEXT | YEXT INC | $0 | 0.00% | 0 | -180,948 | -100.0% | -$145.84万 | 清仓 |
| — | STAR HLDGS | $0 | 0.00% | 0 | -156,821 | -100.0% | -$129.06万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -176,421 | -100.0% | -$108.68万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -4,987 | -100.0% | -$100.24万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -2,684 | -100.0% | -$94.07万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,085 | -100.0% | -$93.00万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -6,385 | -100.0% | -$83.33万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -31,900 | -100.0% | -$82.59万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -10,136 | -100.0% | -$81.39万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -3,282 | -100.0% | -$79.06万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -9,254 | -100.0% | -$76.81万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -32,032 | -100.0% | -$75.37万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -3,479 | -100.0% | -$74.25万 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -14,310 | -100.0% | -$73.01万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,802 | -100.0% | -$72.31万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,419 | -100.0% | -$64.42万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -355 | -100.0% | -$60.02万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -5,575 | -100.0% | -$59.70万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -2,303 | -100.0% | -$58.37万 | 清仓 |
| EVER | EVERQUOTE INC | $0 | 0.00% | 0 | -21,391 | -100.0% | -$57.76万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -35,349 | -100.0% | -$57.23万 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $0 | 0.00% | 0 | -15,533 | -100.0% | -$56.24万 | 清仓 |
| — | BANK AMERICA CORP | $0 | 0.00% | 0 | -433 | -100.0% | -$54.21万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -20,788 | -100.0% | -$50.75万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -2,005 | -100.0% | -$50.61万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -4,913 | -100.0% | -$47.72万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -1,638 | -100.0% | -$47.53万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,653 | -100.0% | -$46.82万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -2,048 | -100.0% | -$46.16万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -4,120 | -100.0% | -$46.07万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -2,601 | -100.0% | -$45.14万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -4,092 | -100.0% | -$44.81万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,658 | -100.0% | -$44.72万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -3,003 | -100.0% | -$44.65万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -6,608 | -100.0% | -$44.59万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -2,470 | -100.0% | -$43.47万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -2,211 | -100.0% | -$42.97万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -6,186 | -100.0% | -$42.14万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -6,300 | -100.0% | -$41.01万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,950 | -100.0% | -$40.03万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -5,730 | -100.0% | -$39.90万 | 清仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $0 | 0.00% | 0 | -15,568 | -100.0% | -$39.73万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -281 | -100.0% | -$39.18万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,525 | -100.0% | -$39.07万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -5,785 | -100.0% | -$38.45万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -3,116 | -100.0% | -$38.33万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -13,532 | -100.0% | -$37.90万 | 清仓 |