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 |
|---|---|---|---|---|---|---|---|---|
| WSO | WATSCO INC | $342.19万 | 0.04% | 9,406 | -1,244 | -11.7% | -$45.26万 | 减仓 |
| COO | COOPER COS INC | $340.75万 | 0.04% | 47,657 | -3,255 | -6.4% | -$23.27万 | 减仓 |
| SAIA | SAIA INC | $336.03万 | 0.04% | 9,566 | -1,112 | -10.4% | -$39.06万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $333.45万 | 0.04% | 64,330 | 64,330 | — | $333.45万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $332.52万 | 0.04% | 172,289 | -6,725 | -3.8% | -$12.98万 | 减仓 |
| ITA | ISHARES TR | $330.95万 | 0.04% | 15,129 | -50 | -0.3% | -$1.09万 | 减仓 |
| FCN | FTI CONSULTING INC | $330.19万 | 0.04% | 18,679 | -2,129 | -10.2% | -$37.63万 | 减仓 |
| C | CITIGROUP INC | $329.61万 | 0.04% | 29,064 | -8,749 | -23.1% | -$99.22万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $323.21万 | 0.04% | 5,490 | -480 | -8.0% | -$28.26万 | 减仓 |
| IDXX | IDEXX LABS INC | $322.02万 | 0.04% | 5,731 | -866 | -13.1% | -$48.66万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $319.28万 | 0.04% | 6,747 | -2,196 | -24.6% | -$103.92万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $318.94万 | 0.04% | 60,452 | -403 | -0.7% | -$2.13万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $318.49万 | 0.04% | 7,339 | -1,396 | -16.0% | -$60.58万 | 减仓 |
| Z | ZILLOW GROUP INC | $317.62万 | 0.04% | 76,756 | -788 | -1.0% | -$3.26万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $314.61万 | 0.04% | 11,433 | -10,091 | -46.9% | -$277.68万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $312.81万 | 0.04% | 257,244 | 13,260 | 5.4% | $16.12万 | 加仓 |
| USMV | ISHARES TR | $312.23万 | 0.04% | 33,667 | 10,617 | 46.1% | $98.46万 | 加仓 |
| APA | APA CORPORATION | $311.93万 | 0.04% | 73,499 | 11,560 | 18.7% | $49.06万 | 加仓 |
| ADBE | ADOBE INC | $311.90万 | 0.04% | 12,831 | -44,829 | -77.7% | -$1,089.71万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $310.46万 | 0.04% | 19,196 | -96 | -0.5% | -$1.55万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $309.87万 | 0.04% | 15,232 | -6,316 | -29.3% | -$128.49万 | 减仓 |
| COP | CONOCOPHILLIPS | $308.11万 | 0.04% | 23,342 | -6,150 | -20.9% | -$81.18万 | 减仓 |
| DVY | ISHARES TR | $307.80万 | 0.04% | 20,329 | -1,761 | -8.0% | -$26.66万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $307.61万 | 0.04% | 37,454 | 9,375 | 33.4% | $77.00万 | 加仓 |
| MLI | MUELLER INDS INC | $307.37万 | 0.04% | 27,741 | 10,583 | 61.7% | $117.26万 | 加仓 |
| NVO | NOVO-NORDISK A S | $307.29万 | 0.04% | 83,615 | 13,849 | 19.9% | $50.90万 | 加仓 |
| BP | BP PLC | $304.66万 | 0.04% | 64,821 | -11,014 | -14.5% | -$51.77万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $304.43万 | 0.04% | 9,201 | 1,671 | 22.2% | $55.29万 | 加仓 |
| TTAN | SERVICETITAN INC | $300.62万 | 0.04% | 47,371 | 12,416 | 35.5% | $78.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $298.46万 | 0.04% | 8,834 | -10,997 | -55.5% | -$371.54万 | 减仓 |
| EFX | EQUIFAX INC | $297.11万 | 0.04% | 16,500 | -2,669 | -13.9% | -$48.06万 | 减仓 |
| IWV | ISHARES TR | $294.13万 | 0.04% | 7,935 | 48 | 0.6% | $1.78万 | 加仓 |
| UGI | UGI CORP NEW | $291.87万 | 0.03% | 80,140 | 28,476 | 55.1% | $103.71万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $291.51万 | 0.03% | 18,184 | 1,821 | 11.1% | $29.19万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $288.58万 | 0.03% | 11,517 | 290 | 2.6% | $7.27万 | 加仓 |
| ROST | ROSS STORES INC | $288.53万 | 0.03% | 13,319 | -1,426 | -9.7% | -$30.89万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $288.21万 | 0.03% | 94,496 | -25,970 | -21.6% | -$79.21万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $288.14万 | 0.03% | 10,867 | -50 | -0.5% | -$1.33万 | 减仓 |
| EEM | ISHARES TR | $287.36万 | 0.03% | 50,600 | -2,119 | -4.0% | -$12.03万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $284.08万 | 0.03% | 8,277 | -2,762 | -25.0% | -$94.79万 | 减仓 |
| URI | UNITED RENTALS INC | $281.94万 | 0.03% | 3,870 | -396 | -9.3% | -$28.85万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $281.06万 | 0.03% | 57,700 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $280.27万 | 0.03% | 54,708 | 54,708 | — | $280.27万 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $279.58万 | 0.03% | 61,609 | 36,999 | 150.3% | $167.90万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $279.45万 | 0.03% | 101,989 | 8,003 | 8.5% | $21.93万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $275.92万 | 0.03% | 17,543 | -8,373 | -32.3% | -$131.69万 | 减仓 |
| EWJ | ISHARES INC | $275.74万 | 0.03% | 32,655 | 9,541 | 41.3% | $80.56万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $275.51万 | 0.03% | 55,805 | 7,514 | 15.6% | $37.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $272.98万 | 0.03% | 8,307 | -2,950 | -26.2% | -$96.94万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $271.25万 | 0.03% | 18,501 | 1,681 | 10.0% | $24.65万 | 加仓 |
| T | AT&T INC | $270.76万 | 0.03% | 93,399 | -66,447 | -41.6% | -$192.63万 | 减仓 |
| CME | CME GROUP INC | $270.10万 | 0.03% | 9,145 | -3,961 | -30.2% | -$116.99万 | 减仓 |
| MS | MORGAN STANLEY | $268.19万 | 0.03% | 16,296 | -10,001 | -38.0% | -$164.59万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $266.77万 | 0.03% | 45,385 | -4,637 | -9.3% | -$27.26万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $262.30万 | 0.03% | 5,527 | -438 | -7.3% | -$20.79万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $260.92万 | 0.03% | 14,159 | 2,406 | 20.5% | $44.34万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $260.35万 | 0.03% | 28,404 | 3,638 | 14.7% | $33.35万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $258.26万 | 0.03% | 143,316 | 13,776 | 10.6% | $24.82万 | 加仓 |
| EME | EMCOR GROUP INC | $258.11万 | 0.03% | 3,496 | -240 | -6.4% | -$17.72万 | 减仓 |
| INDA | ISHARES TR | $258.11万 | 0.03% | 55,104 | -22 | -0.0% | -$1,030 | 减仓 |
| HLNE | HAMILTON LANE INC | $256.78万 | 0.03% | 25,833 | 9,294 | 56.2% | $92.38万 | 加仓 |
| SRE | SEMPRA | $255.46万 | 0.03% | 26,290 | -6,042 | -18.7% | -$58.71万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $255.41万 | 0.03% | 15,561 | -26,981 | -63.4% | -$442.85万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $253.70万 | 0.03% | 24,512 | 3,140 | 14.7% | $32.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $252.68万 | 0.03% | 17,061 | 4,595 | 36.9% | $68.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $252.20万 | 0.03% | 28,433 | -335 | -1.2% | -$2.97万 | 减仓 |
| SUB | ISHARES TR | $251.81万 | 0.03% | 23,645 | -2,179 | -8.4% | -$23.21万 | 减仓 |
| SOXX | ISHARES TR | $251.40万 | 0.03% | 7,649 | -54 | -0.7% | -$1.77万 | 减仓 |
| GM | GENERAL MTRS CO | $250.33万 | 0.03% | 33,601 | -4,800 | -12.5% | -$35.76万 | 减仓 |
| MCO | MOODYS CORP | $248.10万 | 0.03% | 5,687 | -2,078 | -26.8% | -$90.65万 | 减仓 |
| TRMB | TRIMBLE INC | $247.76万 | 0.03% | 37,983 | -4,746 | -11.1% | -$30.96万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $246.48万 | 0.03% | 18,227 | -1,133 | -5.9% | -$15.32万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $246.34万 | 0.03% | 26,764 | -3,318 | -11.0% | -$30.54万 | 减仓 |
| DAL | DELTA AIR LINES INC | $246.28万 | 0.03% | 37,045 | -7,329 | -16.5% | -$48.72万 | 减仓 |
| MGK | VANGUARD WORLD FD | $241.91万 | 0.03% | 6,584 | 3,117 | 89.9% | $114.52万 | 加仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $241.19万 | 0.03% | 70,403 | 70,403 | — | $241.19万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $239.81万 | 0.03% | 18,016 | -495 | -2.7% | -$6.59万 | 减仓 |
| NYF | ISHARES TR | $239.76万 | 0.03% | 45,135 | -869 | -1.9% | -$4.62万 | 减仓 |
| ACT | ENACT HLDGS INC | $238.62万 | 0.03% | 58,470 | 20,415 | 53.6% | $83.31万 | 加仓 |
| BSY | BENTLEY SYS INC | $237.85万 | 0.03% | 67,725 | -37,959 | -35.9% | -$133.31万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $237.54万 | 0.03% | 52,036 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $237.12万 | 0.03% | 11,341 | -186 | -1.6% | -$3.89万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $236.15万 | 0.03% | 15,008 | -945 | -5.9% | -$14.87万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $232.99万 | 0.03% | 17,793 | -2,377 | -11.8% | -$31.13万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $232.97万 | 0.03% | 44,777 | 44,777 | — | $232.97万 | 新建仓 |
| LCII | LCI INDS | $232.34万 | 0.03% | 18,892 | -2,246 | -10.6% | -$27.62万 | 减仓 |
| SSO | PROSHARES TR | $231.93万 | 0.03% | 44,705 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST 看跌期权 | $230.58万 | 0.03% | 32,200 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $228.80万 | 0.03% | 57,056 | 57,056 | — | $228.80万 | 新建仓 |
| VTR | VENTAS INC | $228.67万 | 0.03% | 27,962 | 14,963 | 115.1% | $122.37万 | 加仓 |
| MC | MOELIS & CO | $228.39万 | 0.03% | 40,069 | -4,024 | -9.1% | -$22.94万 | 减仓 |
| PFE | PFIZER INC | $228.11万 | 0.03% | 81,237 | -26,519 | -24.6% | -$74.47万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $227.80万 | 0.03% | 48,878 | 48,878 | — | $227.80万 | 新建仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $226.68万 | 0.03% | 52,196 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $226.51万 | 0.03% | 9,167 | -4,597 | -33.4% | -$113.59万 | 减仓 |
| GGG | GRACO INC | $224.17万 | 0.03% | 26,482 | -3,977 | -13.1% | -$33.67万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $222.68万 | 0.03% | 60,495 | 52,886 | 695.0% | $194.67万 | 加仓 |
| DEO | DIAGEO PLC | $221.45万 | 0.03% | 29,744 | 9,350 | 45.8% | $69.61万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $221.39万 | 0.03% | 29,958 | 29,958 | — | $221.39万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $220.32万 | 0.03% | 105,114 | 293 | 0.3% | $6,141 | 加仓 |