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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $1,470.43万 | 0.18% | 199,678 | 18,496 | 10.2% | $136.20万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,412.20万 | 0.17% | 170,658 | -1,903 | -1.1% | -$15.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,406.22万 | 0.17% | 67,966 | -17,788 | -20.7% | -$368.04万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,391.27万 | 0.17% | 186,198 | 7,665 | 4.3% | $57.27万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,367.27万 | 0.16% | 270,158 | 21,879 | 8.8% | $110.73万 | 加仓 |
| — | EXXON MOBIL CORP | $1,358.96万 | 0.16% | 80,099 | -20,719 | -20.6% | -$351.52万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,326.63万 | 0.16% | 95,910 | 5,914 | 6.6% | $81.80万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,322.65万 | 0.16% | 610,642 | -13,581 | -2.2% | -$29.42万 | 减仓 |
| PULS | PGIM ETF TR | $1,257.62万 | 0.15% | 254,065 | -20,435 | -7.4% | -$101.15万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,211.72万 | 0.14% | 253,922 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $1,194.55万 | 0.14% | 261,847 | 125,646 | 92.3% | $573.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,186.81万 | 0.14% | 149,717 | 5,145 | 3.6% | $40.78万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,150.31万 | 0.14% | 383,564 | 371,398 | 3,052.8% | $1,113.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,142.83万 | 0.14% | 129,632 | -24,366 | -15.8% | -$214.81万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $1,140.79万 | 0.14% | 87,203 | 11,737 | 15.6% | $153.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,124.61万 | 0.13% | 77,860 | -12,016 | -13.4% | -$173.56万 | 减仓 |
| CSCO | CISCO SYS INC | $1,080.23万 | 0.13% | 139,223 | -32,100 | -18.7% | -$249.06万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,071.58万 | 0.13% | 41,639 | 5,539 | 15.3% | $142.55万 | 加仓 |
| QNST | QUINSTREET INC | $1,068.00万 | 0.13% | 889,255 | -318,439 | -26.4% | -$382.45万 | 减仓 |
| GLD | SPDR GOLD TR | $1,062.26万 | 0.13% | 24,687 | -498 | -2.0% | -$21.43万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $1,053.47万 | 0.13% | 52,282 | 22,294 | 74.3% | $449.22万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,048.57万 | 0.12% | 36,097 | 4,723 | 15.1% | $137.20万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,041.70万 | 0.12% | 112,156 | -14,695 | -11.6% | -$136.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,040.56万 | 0.12% | 71,134 | 12,861 | 22.1% | $188.13万 | 加仓 |
| SAFE | SAFEHOLD INC | $1,037.90万 | 0.12% | 767,109 | -186,089 | -19.5% | -$251.78万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,012.19万 | 0.12% | 11,306 | -2,404 | -17.5% | -$215.22万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,006.65万 | 0.12% | 60,883 | -5,754 | -8.6% | -$95.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $995.65万 | 0.12% | 36,796 | 1,530 | 4.3% | $41.40万 | 加仓 |
| MUB | ISHARES TR | $965.03万 | 0.11% | 90,912 | -3,421 | -3.6% | -$36.31万 | 减仓 |
| BAC | BANK AMERICA CORP | $955.54万 | 0.11% | 196,008 | -40,380 | -17.1% | -$196.85万 | 减仓 |
| — | HONEYWELL INTL INC | $937.51万 | 0.11% | 41,477 | 13,420 | 47.8% | $303.33万 | 加仓 |
| GEV | GE VERNOVA INC | $928.79万 | 0.11% | 10,640 | -1,039 | -8.9% | -$90.70万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $927.35万 | 0.11% | 40,239 | -3,650 | -8.3% | -$84.12万 | 减仓 |
| ETN | EATON CORP PLC | $905.58万 | 0.11% | 25,319 | -4,074 | -13.9% | -$145.71万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $899.36万 | 0.11% | 123,640 | 26,558 | 27.4% | $193.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $897.34万 | 0.11% | 55,972 | -28,679 | -33.9% | -$459.78万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $892.81万 | 0.11% | 919,470 | -222,081 | -19.5% | -$215.64万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $884.12万 | 0.11% | 111,154 | 26,124 | 30.7% | $207.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $882.67万 | 0.11% | 114,469 | 29,357 | 34.5% | $226.37万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $872.72万 | 0.10% | 78,327 | 1,213 | 1.6% | $13.52万 | 加仓 |
| IWR | ISHARES TR | $868.98万 | 0.10% | 89,374 | 6,153 | 7.4% | $59.83万 | 加仓 |
| TXN | TEXAS INSTRS INC | $865.11万 | 0.10% | 44,561 | 6,875 | 18.2% | $133.47万 | 加仓 |
| PGR | PROGRESSIVE CORP | $863.89万 | 0.10% | 43,578 | -7,026 | -13.9% | -$139.28万 | 减仓 |
| SNDK | SANDISK CORP | $854.36万 | 0.10% | 13,447 | -932 | -6.5% | -$59.22万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $850.10万 | 0.10% | 142,754 | 4,963 | 3.6% | $29.55万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $838.82万 | 0.10% | 758,426 | 340,861 | 81.6% | $376.99万 | 加仓 |
| GLW | CORNING INC | $837.93万 | 0.10% | 61,626 | -41,986 | -40.5% | -$570.88万 | 减仓 |
| WMB | WILLIAMS COS INC | $831.79万 | 0.10% | 114,289 | -16,099 | -12.3% | -$117.17万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $829.70万 | 0.10% | 234,115 | -26,828 | -10.3% | -$95.08万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $810.48万 | 0.10% | 210,952 | -332,470 | -61.2% | -$1,277.35万 | 减仓 |
| RTX | RTX CORPORATION | $806.80万 | 0.10% | 41,825 | -6,092 | -12.7% | -$117.51万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $804.04万 | 0.10% | 119,880 | 3,100 | 2.7% | $20.79万 | 加仓 |
| MRK | MERCK & CO INC | $801.16万 | 0.10% | 66,602 | -21,995 | -24.8% | -$264.58万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $794.85万 | 0.09% | 76,894 | -2,676 | -3.4% | -$27.66万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $785.76万 | 0.09% | 368,211 | 30,768 | 9.1% | $65.66万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $783.48万 | 0.09% | 59,803 | 1,679 | 2.9% | $22.00万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $778.41万 | 0.09% | 15,836 | -2,108 | -11.7% | -$103.62万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $765.47万 | 0.09% | 81,450 | -22,039 | -21.3% | -$207.12万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $758.06万 | 0.09% | 36,268 | -5,447 | -13.1% | -$113.85万 | 减仓 |
| GDX | VANECK ETF TRUST | $747.21万 | 0.09% | 81,422 | -7,966 | -8.9% | -$73.10万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $745.94万 | 0.09% | 165,104 | 165,104 | — | $745.94万 | 新建仓 |
| MMM | 3M CO | $736.70万 | 0.09% | 50,726 | -3,088 | -5.7% | -$44.85万 | 减仓 |
| JBS | JBS N.V. | $725.13万 | 0.09% | 403,750 | 62,974 | 18.5% | $113.10万 | 加仓 |
| — | TEMA ETF TRUST | $716.18万 | 0.09% | 212,320 | -6,656 | -3.0% | -$22.45万 | 减仓 |
| PEP | PEPSICO INC | $715.80万 | 0.09% | 46,095 | 3,622 | 8.5% | $56.25万 | 加仓 |
| RELX | RELX PLC | $714.99万 | 0.09% | 215,682 | -9,298 | -4.1% | -$30.82万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $712.70万 | 0.08% | 619,742 | -91,120 | -12.8% | -$104.79万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $711.17万 | 0.08% | 128,474 | -830 | -0.6% | -$4.59万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $710.74万 | 0.08% | 23,497 | -16,061 | -40.6% | -$485.82万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $693.30万 | 0.08% | 257,158 | 12,776 | 5.2% | $34.44万 | 加仓 |
| TIC | TIC SOLUTIONS INC | $684.03万 | 0.08% | 1,039,553 | -357,565 | -25.6% | -$235.28万 | 减仓 |
| SHOP | SHOPIFY INC | $683.53万 | 0.08% | 57,623 | 1,282 | 2.3% | $15.21万 | 加仓 |
| BLK | BLACKROCK INC | $678.54万 | 0.08% | 7,056 | -1,952 | -21.7% | -$187.72万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $676.95万 | 0.08% | 53,957 | 8,879 | 19.7% | $111.40万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $674.34万 | 0.08% | 24,148 | 5,951 | 32.7% | $166.18万 | 加仓 |
| APH | AMPHENOL CORP | $668.49万 | 0.08% | 52,908 | -22,076 | -29.4% | -$278.93万 | 减仓 |
| FAST | FASTENAL CO | $658.34万 | 0.08% | 141,884 | -6,775 | -4.6% | -$31.44万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $658.18万 | 0.08% | 53,607 | -5,507 | -9.3% | -$67.61万 | 减仓 |
| KB | KB FINL GROUP INC | $655.06万 | 0.08% | 65,684 | -13,987 | -17.6% | -$139.49万 | 减仓 |
| IWD | ISHARES TR | $646.57万 | 0.08% | 30,260 | -58,036 | -65.7% | -$1,240.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $645.05万 | 0.08% | 9,245 | 108 | 1.2% | $7.54万 | 加仓 |
| IAU | ISHARES GOLD TR 看跌期权 | $639.16万 | 0.08% | 72,500 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $634.56万 | 0.08% | 23,460 | -7,937 | -25.3% | -$214.69万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $629.51万 | 0.07% | 102,659 | 10,050 | 10.9% | $61.63万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $627.05万 | 0.07% | 47,182 | 10,853 | 29.9% | $144.24万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $626.46万 | 0.07% | 20,602 | 7,642 | 59.0% | $232.38万 | 加仓 |
| KWEB | KRANESHARES TRUST | $620.84万 | 0.07% | 218,373 | -2,313 | -1.0% | -$6.58万 | 减仓 |
| EFG | ISHARES TR | $611.72万 | 0.07% | 54,927 | 7,047 | 14.7% | $78.48万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $606.91万 | 0.07% | 80,716 | 24,394 | 43.3% | $183.42万 | 加仓 |
| EPI | WISDOMTREE TR | $606.47万 | 0.07% | 148,645 | -93,321 | -38.6% | -$380.75万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $603.64万 | 0.07% | 154,939 | 118,305 | 322.9% | $460.92万 | 加仓 |
| NWG | NATWEST GROUP PLC | $579.26万 | 0.07% | 388,763 | 65,355 | 20.2% | $97.38万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 0.07% | 8 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $571.28万 | 0.07% | 81,403 | 1,590 | 2.0% | $11.16万 | 加仓 |
| IWS | ISHARES TR | $569.72万 | 0.07% | 39,092 | -1,873 | -4.6% | -$27.30万 | 减仓 |
| AZN | ASTRAZENECA PLC | $565.90万 | 0.07% | 28,697 | 28,697 | — | $565.90万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $565.74万 | 0.07% | 97,880 | 13,149 | 15.5% | $76.00万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $564.46万 | 0.07% | 13,291 | 5,554 | 71.8% | $235.87万 | 加仓 |
| OEF | ISHARES TR | $559.68万 | 0.07% | 17,596 | 4,073 | 30.1% | $129.55万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $558.44万 | 0.07% | 67,698 | 3,834 | 6.0% | $31.63万 | 加仓 |