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 |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | $220.27万 | 0.03% | 19,620 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $218.56万 | 0.03% | 21,375 | 997 | 4.9% | $10.19万 | 加仓 |
| PAYX | PAYCHEX INC | $218.18万 | 0.03% | 23,684 | -9,679 | -29.0% | -$89.16万 | 减仓 |
| RLI | RLI CORP | $215.45万 | 0.03% | 37,772 | -4,310 | -10.2% | -$24.58万 | 减仓 |
| KAI | KADANT INC | $215.32万 | 0.03% | 7,365 | -777 | -9.5% | -$22.72万 | 减仓 |
| INTU | INTUIT | $215.09万 | 0.03% | 4,975 | -2,527 | -33.7% | -$109.25万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $213.29万 | 0.03% | 26,958 | -2,832 | -9.5% | -$22.41万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $212.02万 | 0.03% | 84,469 | -24,780 | -22.7% | -$62.20万 | 减仓 |
| ADI | ANALOG DEVICES INC | $210.78万 | 0.03% | 6,625 | -4,054 | -38.0% | -$128.98万 | 减仓 |
| CVSA | COVISTA INC | $209.57万 | 0.02% | 18,184 | 6,301 | 53.0% | $72.62万 | 加仓 |
| IUSG | ISHARES TR | $209.50万 | 0.02% | 13,507 | -1,696 | -11.2% | -$26.31万 | 减仓 |
| BHVN | BIOHAVEN LTD | $208.54万 | 0.02% | 246,503 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $208.50万 | 0.02% | 13,825 | 1,390 | 11.2% | $20.96万 | 加仓 |
| DNL | WISDOMTREE TR | $207.92万 | 0.02% | 51,503 | 1,546 | 3.1% | $6.24万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $205.75万 | 0.02% | 409,053 | -74,983 | -15.5% | -$37.72万 | 减仓 |
| VICI | VICI PPTYS INC | $205.44万 | 0.02% | 75,198 | -36,111 | -32.4% | -$98.66万 | 减仓 |
| THO | THOR INDS INC | $205.21万 | 0.02% | 25,687 | -4,134 | -13.9% | -$33.03万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $205.06万 | 0.02% | 61,159 | -5,414 | -8.1% | -$18.15万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $205.01万 | 0.02% | 11,959 | 11,959 | — | $205.01万 | 新建仓 |
| DT | DYNATRACE INC | $204.14万 | 0.02% | 55,203 | 19,899 | 56.4% | $73.59万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $201.96万 | 0.02% | 17,024 | -3,243 | -16.0% | -$38.47万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $200.69万 | 0.02% | 7,710 | -3,266 | -29.8% | -$85.01万 | 减仓 |
| ADEA | ADEIA INC | $199.16万 | 0.02% | 82,878 | 22,027 | 36.2% | $52.93万 | 加仓 |
| DSI | ISHARES TR | $199.13万 | 0.02% | 16,431 | 73 | 0.4% | $8,847 | 加仓 |
| MDT | MEDTRONIC PLC | $198.89万 | 0.02% | 22,953 | -12,606 | -35.5% | -$109.23万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $198.02万 | 0.02% | 80,366 | -9,744 | -10.8% | -$24.01万 | 减仓 |
| IRM | IRON MTN INC DEL | $197.79万 | 0.02% | 19,365 | 5,663 | 41.3% | $57.84万 | 加仓 |
| AON | AON PLC | $197.63万 | 0.02% | 6,123 | -10,684 | -63.6% | -$344.85万 | 减仓 |
| TLT | ISHARES TR | $197.40万 | 0.02% | 22,771 | 11,496 | 102.0% | $99.66万 | 加仓 |
| TGT | TARGET CORP | $196.91万 | 0.02% | 16,247 | -2,371 | -12.7% | -$28.74万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $196.43万 | 0.02% | 22,597 | -86 | -0.4% | -$7,476 | 减仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $195.28万 | 0.02% | 93,975 | 1,213 | 1.3% | $2.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $195.10万 | 0.02% | 3,000 | -900 | -23.1% | -$58.53万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $194.81万 | 0.02% | 21,147 | 2,461 | 13.2% | $22.67万 | 加仓 |
| NEU | NEWMARKET CORP | $194.32万 | 0.02% | 3,032 | 1,064 | 54.1% | $68.19万 | 加仓 |
| PDD | PDD HOLDINGS INC | $194.17万 | 0.02% | 19,003 | 3,420 | 21.9% | $34.95万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $193.50万 | 0.02% | 38,847 | -6,312 | -14.0% | -$31.44万 | 减仓 |
| AYI | ACUITY INC | $192.79万 | 0.02% | 6,880 | 2,296 | 50.1% | $64.34万 | 加仓 |
| VHT | VANGUARD WORLD FD | $191.86万 | 0.02% | 7,045 | 35 | 0.5% | $9,532 | 加仓 |
| GWW | WW GRAINGER INC | $191.84万 | 0.02% | 1,759 | -211 | -10.7% | -$23.01万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $191.79万 | 0.02% | 19,495 | -1,066 | -5.2% | -$10.49万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $190.68万 | 0.02% | 13,185 | 3,067 | 30.3% | $44.35万 | 加仓 |
| INTC | INTEL CORP | $190.47万 | 0.02% | 43,160 | -21,687 | -33.4% | -$95.71万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $189.77万 | 0.02% | 26,500 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $185.80万 | 0.02% | 17,049 | 724 | 4.4% | $7.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $185.41万 | 0.02% | 9,126 | -3,998 | -30.5% | -$81.23万 | 减仓 |
| MLN | VANECK ETF TRUST | $185.35万 | 0.02% | 106,279 | -9,749 | -8.4% | -$17.00万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $185.23万 | 0.02% | 16,978 | 2,793 | 19.7% | $30.47万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $184.95万 | 0.02% | 19,747 | 14 | 0.1% | $1,311 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $184.61万 | 0.02% | 16,077 | 26 | 0.2% | $2,986 | 加仓 |
| YOU | CLEAR SECURE INC | $184.08万 | 0.02% | 38,025 | 13,041 | 52.2% | $63.13万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $183.37万 | 0.02% | 29,932 | 6,424 | 27.3% | $39.35万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $182.14万 | 0.02% | 10,712 | 3,052 | 39.8% | $51.89万 | 加仓 |
| USFD | US FOODS HLDG CORP | $182.00万 | 0.02% | 19,737 | -1,014 | -4.9% | -$9.35万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $181.78万 | 0.02% | 24,942 | 7,511 | 43.1% | $54.74万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $181.58万 | 0.02% | 53,770 | 53,770 | — | $181.58万 | 新建仓 |
| EXEL | EXELIXIS INC | $181.56万 | 0.02% | 42,331 | 14,056 | 49.7% | $60.29万 | 加仓 |
| BANF | BANCFIRST CORP | $181.28万 | 0.02% | 16,708 | -1,878 | -10.1% | -$20.38万 | 减仓 |
| ENS | ENERSYS | $180.95万 | 0.02% | 10,416 | 10,416 | — | $180.95万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $180.37万 | 0.02% | 10,452 | -5,267 | -33.5% | -$90.89万 | 减仓 |
| SHY | ISHARES TR | $180.32万 | 0.02% | 21,838 | -250 | -1.1% | -$2.06万 | 减仓 |
| INVA | INNOVIVA INC | $179.72万 | 0.02% | 77,134 | 26,732 | 53.0% | $62.29万 | 加仓 |
| ADSK | AUTODESK INC | $178.77万 | 0.02% | 7,467 | -2,526 | -25.3% | -$60.47万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $178.33万 | 0.02% | 22,054 | 7,231 | 48.8% | $58.47万 | 加仓 |
| NET | CLOUDFLARE INC | $177.63万 | 0.02% | 8,609 | -111 | -1.3% | -$2.29万 | 减仓 |
| CCI | CROWN CASTLE INC | $177.07万 | 0.02% | 21,777 | 3,009 | 16.0% | $24.47万 | 加仓 |
| SGOV | ISHARES TR | $176.66万 | 0.02% | 17,550 | 4,717 | 36.8% | $47.48万 | 加仓 |
| B | BARRICK MNG CORP | $176.36万 | 0.02% | 43,236 | -4,693 | -9.8% | -$19.14万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $175.87万 | 0.02% | 41,324 | 15,652 | 61.0% | $66.61万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $175.85万 | 0.02% | 6,197 | 2,683 | 76.4% | $76.14万 | 加仓 |
| EXPO | EXPONENT INC | $174.30万 | 0.02% | 26,713 | 3,329 | 14.2% | $21.72万 | 加仓 |
| MDB | MONGODB INC | $174.19万 | 0.02% | 7,117 | 6,422 | 924.0% | $157.18万 | 加仓 |
| ACWI | ISHARES TR | $173.76万 | 0.02% | 12,558 | -43,877 | -77.7% | -$607.12万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $173.60万 | 0.02% | 43,927 | 5,158 | 13.3% | $20.38万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $173.53万 | 0.02% | 8,515 | 8,515 | — | $173.53万 | 新建仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $173.09万 | 0.02% | 31,632 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $172.31万 | 0.02% | 50,611 | -43 | -0.1% | -$1,464 | 减仓 |
| DIS | DISNEY WALT CO | $171.77万 | 0.02% | 17,822 | -10,352 | -36.7% | -$99.77万 | 减仓 |
| CRVL | CORVEL CORP | $170.09万 | 0.02% | 31,124 | 4,736 | 17.9% | $25.88万 | 加仓 |
| ABNB | AIRBNB INC | $169.70万 | 0.02% | 13,438 | -827 | -5.8% | -$10.44万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $169.51万 | 0.02% | 8,441 | -17 | -0.2% | -$3,414 | 减仓 |
| PWR | QUANTA SVCS INC | $169.44万 | 0.02% | 3,086 | -10 | -0.3% | -$5,491 | 减仓 |
| IEF | ISHARES TR | $168.99万 | 0.02% | 17,707 | 17,707 | — | $168.99万 | 新建仓 |
| HSY | HERSHEY CO | $168.23万 | 0.02% | 8,092 | -3,480 | -30.1% | -$72.35万 | 减仓 |
| BCS | BARCLAYS PLC | $167.21万 | 0.02% | 79,021 | 7,424 | 10.4% | $15.71万 | 加仓 |
| DCI | DONALDSON INC | $166.56万 | 0.02% | 19,626 | -4,413 | -18.4% | -$37.45万 | 减仓 |
| USB | US BANCORP | $163.78万 | 0.02% | 31,490 | -5,237 | -14.3% | -$27.24万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $162.90万 | 0.02% | 56,740 | -13,361 | -19.1% | -$38.36万 | 减仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $161.61万 | 0.02% | 2,800 | -3,500 | -55.6% | -$202.01万 | 减仓 |
| IWB | ISHARES TR | $160.93万 | 0.02% | 4,513 | 167 | 3.8% | $5.96万 | 加仓 |
| ENB | ENBRIDGE INC | $159.85万 | 0.02% | 29,525 | 156 | 0.5% | $8,446 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $158.81万 | 0.02% | 14,189 | -68 | -0.5% | -$7,611 | 减仓 |
| IBB | ISHARES TR | $158.57万 | 0.02% | 9,391 | 55 | 0.6% | $9,287 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $157.93万 | 0.02% | 31,723 | -19,476 | -38.0% | -$96.96万 | 减仓 |
| FDX | FEDEX CORP | $157.92万 | 0.02% | 4,434 | -1,105 | -19.9% | -$39.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $157.53万 | 0.02% | 15,904 | 5,468 | 52.4% | $54.16万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $155.90万 | 0.02% | 15,563 | 1,483 | 10.5% | $14.86万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $155.21万 | 0.02% | 16,806 | 14 | 0.1% | $1,293 | 加仓 |
| NMIH | NMI HLDGS INC | $155.01万 | 0.02% | 41,324 | 14,708 | 55.3% | $55.17万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $154.30万 | 0.02% | 33,624 | 5,047 | 17.7% | $23.16万 | 加仓 |