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 |
|---|---|---|---|---|---|---|---|---|
| IHG | INTERCONTINENTAL HOTELS GROU | $24.91万 | 0.00% | 1,439 | -1,262 | -46.7% | -$21.85万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $24.88万 | 0.00% | 41,050 | 296 | 0.7% | $1,794 | 加仓 |
| AR | ANTERO RESOURCES CORP | $24.87万 | 0.00% | 7,077 | -576,033 | -98.8% | -$2,024.10万 | 重新持有 |
| HYMB | SPDR SERIES TRUST | $24.85万 | 0.00% | 9,770 | -2,077 | -17.5% | -$5.28万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $24.75万 | 0.00% | 1,845 | 161 | 9.6% | $2.16万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $24.74万 | 0.00% | 1,091 | -1,489 | -57.7% | -$33.77万 | 重新持有 |
| BIV | VANGUARD BD INDEX FDS | $24.66万 | 0.00% | 3,215 | -2,675 | -45.4% | -$20.52万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $24.64万 | 0.00% | 1,285 | 1,285 | — | $24.64万 | 新建仓 |
| TRP | TC ENERGY CORP | $24.52万 | 0.00% | 3,699 | -1,078 | -22.6% | -$7.15万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $24.48万 | 0.00% | 8,280 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $24.41万 | 0.00% | 2,283 | 2,283 | — | $24.41万 | 新建仓 |
| — | COHEN & STEERS SELECT PFD & | $24.30万 | 0.00% | 12,074 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $24.23万 | 0.00% | 4,377 | 4,377 | — | $24.23万 | 新建仓 |
| GIS | GENERAL MILLS INC | $24.08万 | 0.00% | 6,919 | 676 | 10.8% | $2.35万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $24.06万 | 0.00% | 4,068 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $24.00万 | 0.00% | 1,679 | 1,679 | — | $24.00万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $23.96万 | 0.00% | 33,415 | 3,058 | 10.1% | $2.19万 | 加仓 |
| — | BELPOINTE PREP LLC | $23.92万 | 0.00% | 5,281 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $23.89万 | 0.00% | 2,147 | 2,147 | — | $23.89万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $23.78万 | 0.00% | 4,516 | 4,516 | — | $23.78万 | 新建仓 |
| VMI | VALMONT INDS INC | $23.74万 | 0.00% | 411 | -332 | -44.7% | -$19.18万 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $23.62万 | 0.00% | 7,472 | -8,997 | -54.6% | -$28.44万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $23.62万 | 0.00% | 5,266 | -473 | -8.2% | -$2.12万 | 减仓 |
| URA | GLOBAL X FDS | $23.60万 | 0.00% | 5,401 | -110 | -2.0% | -$4,807 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $23.57万 | 0.00% | 4,700 | -1,618 | -25.6% | -$8.11万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $23.57万 | 0.00% | 6,281 | 6,281 | — | $23.57万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $23.47万 | 0.00% | 838 | -158 | -15.9% | -$4.42万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $23.43万 | 0.00% | 4,824 | 1,168 | 31.9% | $5.67万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $23.37万 | 0.00% | 5,182 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $23.33万 | 0.00% | 1,300 | 87 | 7.2% | $1.56万 | 加仓 |
| TPR | TAPESTRY INC | $23.22万 | 0.00% | 1,586 | -1,600 | -50.2% | -$23.42万 | 减仓 |
| AVY | AVERY DENNISON CORP | $23.17万 | 0.00% | 1,427 | -633 | -30.7% | -$10.28万 | 减仓 |
| UMH | UMH PPTYS INC | $23.14万 | 0.00% | 15,287 | -49 | -0.3% | -$742 | 减仓 |
| RS | RELIANCE INC | $23.13万 | 0.00% | 619 | 619 | — | $23.13万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $23.11万 | 0.00% | 5,736 | -1,547 | -21.2% | -$6.23万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $22.98万 | 0.00% | 6,887 | -61 | -0.9% | -$2,035 | 减仓 |
| WTFC | WINTRUST FINL CORP | $22.87万 | 0.00% | 1,423 | -76 | -5.1% | -$1.22万 | 重新持有 |
| RDDT | REDDIT INC | $22.86万 | 0.00% | 1,317 | 202 | 18.1% | $3.51万 | 重新持有 |
| EXC | EXELON CORP | $22.82万 | 0.00% | 4,895 | -169 | -3.3% | -$7,879 | 减仓 |
| CW | CURTISS WRIGHT CORP | $22.81万 | 0.00% | 301 | 301 | — | $22.81万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $22.78万 | 0.00% | 2,361 | 2,361 | — | $22.78万 | 新建仓 |
| GOVT | ISHARES TR | $22.69万 | 0.00% | 9,962 | 862 | 9.5% | $1.96万 | 加仓 |
| — | ARCOSA INC | $22.64万 | 0.00% | 1,558 | 1,558 | — | $22.64万 | 新建仓 |
| MP | MP MATERIALS CORP | $22.57万 | 0.00% | 4,030 | 4,030 | — | $22.57万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $22.57万 | 0.00% | 23,556 | 11,036 | 88.1% | $10.57万 | 加仓 |
| ILMN | ILLUMINA INC | $22.50万 | 0.00% | 1,279 | 1,279 | — | $22.50万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $22.28万 | 0.00% | 8,820 | 209 | 2.4% | $5,279 | 重新持有 |
| JMST | J P MORGAN EXCHANGE TRADED F | $22.24万 | 0.00% | 4,361 | -844 | -16.2% | -$4.30万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $22.24万 | 0.00% | 5,836 | -963 | -14.2% | -$3.67万 | 重新持有 |
| HXL | HEXCEL CORP NEW | $22.23万 | 0.00% | 2,222 | 2,222 | — | $22.23万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $22.21万 | 0.00% | 1,879 | -1,567 | -45.5% | -$18.52万 | 重新持有 |
| F | FORD MTR CO | $22.06万 | 0.00% | 15,869 | 3,081 | 24.1% | $4.28万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.99万 | 0.00% | 1,606 | -967 | -37.6% | -$13.24万 | 减仓 |
| HYG | ISHARES TR | $21.91万 | 0.00% | 2,740 | -309 | -10.1% | -$2.47万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $21.80万 | 0.00% | 4,950 | 4,950 | — | $21.80万 | 新建仓 |
| ALC | ALCON AG | $21.75万 | 0.00% | 3,241 | -771 | -19.2% | -$5.17万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.72万 | 0.00% | 12,516 | 2,135 | 20.6% | $3.70万 | 重新持有 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $21.61万 | 0.00% | 7,265 | 7,265 | — | $21.61万 | 新建仓 |
| RDNT | RADNET INC | $21.59万 | 0.00% | 3,501 | -111 | -3.1% | -$6,845 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $21.56万 | 0.00% | 104 | -1 | -1.0% | -$2,073 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $21.54万 | 0.00% | 2,879 | -247 | -7.9% | -$1.85万 | 减仓 |
| CHE | CHEMED CORP NEW | $21.47万 | 0.00% | 461 | -1,617 | -77.8% | -$75.31万 | 减仓 |
| PLXS | PLEXUS CORP | $21.20万 | 0.00% | 705 | 705 | — | $21.20万 | 新建仓 |
| DORM | DORMAN PRODS INC | $21.19万 | 0.00% | 1,553 | 1,553 | — | $21.19万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $21.06万 | 0.00% | 115,691 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $21.05万 | 0.00% | 6,330 | 6,330 | — | $21.05万 | 新建仓 |
| DOCU | DOCUSIGN INC | $21.04万 | 0.00% | 4,737 | -7,305 | -60.7% | -$32.45万 | 减仓 |
| ALB | ALBEMARLE CORP | $21.04万 | 0.00% | 1,558 | -628 | -28.7% | -$8.48万 | 重新持有 |
| COKE | COCA COLA CONS INC | $21.02万 | 0.00% | 1,101 | 1,101 | — | $21.02万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $20.98万 | 0.00% | 1,175 | 13 | 1.1% | $2,322 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $20.97万 | 0.00% | 8,180 | 8,180 | — | $20.97万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.79万 | 0.00% | 2,903 | -2,052 | -41.4% | -$14.69万 | 重新持有 |
| COPX | GLOBAL X FDS | $20.72万 | 0.00% | 2,692 | 2,692 | — | $20.72万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $20.68万 | 0.00% | 4,337 | -3,412 | -44.0% | -$16.27万 | 重新持有 |
| PRU | PRUDENTIAL FINL INC | $20.66万 | 0.00% | 1,914 | -2,449 | -56.1% | -$26.43万 | 重新持有 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $20.60万 | 0.00% | 17,000 | -170 | -1.0% | -$2,060 | 减仓 |
| EWU | ISHARES TR | $20.60万 | 0.00% | 4,464 | 4,464 | — | $20.60万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $20.58万 | 0.00% | 867 | -208 | -19.3% | -$4.94万 | 重新持有 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.58万 | 0.00% | 951 | 951 | — | $20.58万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $20.58万 | 0.00% | 2,665 | 141 | 5.6% | $1.09万 | 加仓 |
| MRTN | MARTEN TRANS LTD | $20.54万 | 0.00% | 11,839 | 11,839 | — | $20.54万 | 新建仓 |
| ARKK | ARK ETF TR | $20.44万 | 0.00% | 2,529 | 2,529 | — | $20.44万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $20.43万 | 0.00% | 2,186 | 2,186 | — | $20.43万 | 新建仓 |
| ALAB | ASTERA LABS INC | $20.38万 | 0.00% | 422 | 422 | — | $20.38万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $20.36万 | 0.00% | 800 | 800 | — | $20.36万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $20.20万 | 0.00% | 2,576 | -30 | -1.2% | -$2,352 | 重新持有 |
| TXRH | TEXAS ROADHOUSE INC | $20.13万 | 0.00% | 1,042 | 1,042 | — | $20.13万 | 新建仓 |
| MATX | MATSON INC | $20.09万 | 0.00% | 1,045 | 1,045 | — | $20.09万 | 新建仓 |
| EWW | ISHARES INC | $20.08万 | 0.00% | 2,668 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $20.07万 | 0.00% | 4,307 | 4,307 | — | $20.07万 | 新建仓 |
| CPAY | CORPAY INC | $20.06万 | 0.00% | 602 | -341 | -36.2% | -$11.36万 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO | $19.79万 | 0.00% | 18,725 | -185,573 | -90.8% | -$196.15万 | 重新持有 |
| KT | KT CORP | $19.22万 | 0.00% | 11,121 | 426 | 4.0% | $7,361 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $18.74万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $18.03万 | 0.00% | 22,364 | 2,075 | 10.2% | $1.67万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $17.80万 | 0.00% | 21,784 | -6,278 | -22.4% | -$5.13万 | 减仓 |
| SNAP | SNAP INC | $17.48万 | 0.00% | 39,364 | 39,364 | — | $17.48万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $16.88万 | 0.00% | 17,801 | -23,500 | -56.9% | -$22.28万 | 减仓 |
| NOW | SERVICENOW INC 看涨期权 | $15.88万 | 0.00% | 1,600 | 1,600 | — | $15.88万 | 新建仓 |
| — | J JILL INC | $15.87万 | 0.00% | 10,000 | -1 | -0.0% | -$16 | 减仓 |