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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC | $246.74万 | 0.02% | 423,223 | 14,170 | 3.5% | $8.26万 | 加仓 |
| SUB | ISHARES TR | $246.13万 | 0.02% | 23,118 | -527 | -2.2% | -$5.61万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $245.33万 | 0.02% | 9,319 | -2,022 | -17.8% | -$53.23万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $244.90万 | 0.02% | 84,564 | 95 | 0.1% | $2,751 | 加仓 |
| HCA | HCA HEALTHCARE INC | $244.00万 | 0.02% | 6,258 | -489 | -7.2% | -$19.07万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $243.75万 | 0.02% | 83,192 | 2,826 | 3.5% | $8.28万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $243.65万 | 0.02% | 52,196 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $242.60万 | 0.02% | 31,675 | 6,733 | 27.0% | $51.57万 | 加仓 |
| ABNB | AIRBNB INC | $242.51万 | 0.02% | 16,947 | 3,509 | 26.1% | $50.21万 | 加仓 |
| GM | GENERAL MTRS CO | $241.85万 | 0.02% | 31,376 | -2,225 | -6.6% | -$17.15万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $240.78万 | 0.02% | 16,211 | 3,026 | 23.0% | $44.95万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $236.66万 | 0.02% | 74,892 | 13,283 | 21.6% | $41.97万 | 加仓 |
| DSI | ISHARES TR | $233.97万 | 0.02% | 16,432 | 1 | 0.0% | $142 | 加仓 |
| KAI | KADANT INC | $232.88万 | 0.02% | 7,411 | 46 | 0.6% | $1.45万 | 加仓 |
| TGT | TARGET CORP | $232.55万 | 0.02% | 17,805 | 1,558 | 9.6% | $20.35万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $231.66万 | 0.02% | 16,020 | -1,004 | -5.9% | -$14.52万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $230.34万 | 0.02% | 16,747 | 670 | 4.2% | $9.22万 | 加仓 |
| FIX | COMFORT SYS USA INC | $230.12万 | 0.02% | 1,161 | 261 | 29.0% | $51.73万 | 加仓 |
| COP | CONOCOPHILLIPS | $228.47万 | 0.02% | 21,977 | -1,365 | -5.8% | -$14.19万 | 减仓 |
| DDOG | DATADOG INC | $227.52万 | 0.02% | 8,739 | -664 | -7.1% | -$17.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $227.07万 | 0.02% | 14,369 | -2,692 | -15.8% | -$42.54万 | 减仓 |
| EFX | EQUIFAX INC | $226.91万 | 0.02% | 14,296 | -2,204 | -13.4% | -$34.98万 | 减仓 |
| PAYX | PAYCHEX INC | $226.87万 | 0.02% | 23,072 | -612 | -2.6% | -$6.02万 | 减仓 |
| INVA | INNOVIVA INC | $225.66万 | 0.02% | 99,367 | 22,233 | 28.8% | $50.49万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $224.66万 | 0.02% | 20,899 | 1,404 | 7.2% | $15.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $224.22万 | 0.02% | 8,609 | -558 | -6.1% | -$14.53万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $224.17万 | 0.02% | 31,626 | -5,828 | -15.6% | -$41.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $224.03万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $224.02万 | 0.02% | 22,970 | 4,216 | 22.5% | $41.12万 | 加仓 |
| RLI | RLI CORP | $223.82万 | 0.02% | 37,891 | 119 | 0.3% | $7,029 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $222.77万 | 0.02% | 8,236 | 526 | 6.8% | $14.23万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $222.68万 | 0.02% | 20,194 | -4,318 | -17.6% | -$47.62万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $222.51万 | 0.02% | 29,178 | 7,124 | 32.3% | $54.33万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $221.45万 | 0.02% | 69,267 | 8,108 | 13.3% | $25.92万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $220.84万 | 0.02% | 29,904 | 29,904 | — | $220.84万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $220.23万 | 0.02% | 35,834 | 16,138 | 81.9% | $99.18万 | 加仓 |
| SSO | PROSHARES TR | $220.22万 | 0.02% | 32,684 | -12,021 | -26.9% | -$81.00万 | 减仓 |
| DNL | WISDOMTREE TR | $219.75万 | 0.02% | 47,586 | -3,917 | -7.6% | -$18.09万 | 减仓 |
| EWJ | ISHARES INC | $218.29万 | 0.02% | 23,404 | -9,251 | -28.3% | -$86.28万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $218.29万 | 0.02% | 23,477 | -3,481 | -12.9% | -$32.37万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $217.58万 | 0.02% | 14,189 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $216.63万 | 0.02% | 7,245 | 200 | 2.8% | $5.98万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $216.63万 | 0.02% | 17,597 | 54 | 0.3% | $6,648 | 加仓 |
| CVS | CVS HEALTH CORP | $216.58万 | 0.02% | 20,936 | 6,333 | 43.4% | $65.51万 | 加仓 |
| NMIH | NMI HLDGS INC | $215.75万 | 0.02% | 52,507 | 11,183 | 27.1% | $45.95万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $215.07万 | 0.02% | 18,721 | -1,026 | -5.2% | -$11.79万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $214.79万 | 0.02% | 29,622 | -336 | -1.1% | -$2.44万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $213.75万 | 0.02% | 45,143 | -3,735 | -7.6% | -$17.69万 | 减仓 |
| MDT | MEDTRONIC PLC | $211.35万 | 0.02% | 27,017 | 4,064 | 17.7% | $31.79万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $209.82万 | 0.02% | 4,272 | 1,210 | 39.5% | $59.43万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $208.96万 | 0.02% | 23,256 | 1,617 | 7.5% | $14.53万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $208.90万 | 0.02% | 93,175 | -800 | -0.9% | -$1.79万 | 减仓 |
| BCS | BARCLAYS PLC | $207.25万 | 0.02% | 77,160 | -1,861 | -2.4% | -$5.00万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $206.96万 | 0.02% | 9,241 | 115 | 1.3% | $2.58万 | 加仓 |
| T | AT&T INC | $206.82万 | 0.02% | 99,912 | 6,513 | 7.0% | $13.48万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $206.36万 | 0.02% | 56,138 | 16,530 | 41.7% | $60.76万 | 加仓 |
| USFD | US FOODS HLDG CORP | $206.11万 | 0.02% | 20,158 | 421 | 2.1% | $4.30万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $205.61万 | 0.02% | 18,471 | 1,493 | 8.8% | $16.62万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $203.22万 | 0.02% | 23,469 | -4,935 | -17.4% | -$42.73万 | 减仓 |
| PFE | PFIZER INC | $201.93万 | 0.02% | 83,856 | 2,619 | 3.2% | $6.31万 | 加仓 |
| GGG | GRACO INC | $200.95万 | 0.02% | 26,577 | 95 | 0.4% | $7,183 | 加仓 |
| AON | AON PLC | $198.41万 | 0.02% | 5,982 | -141 | -2.3% | -$4.68万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $198.09万 | 0.02% | 16,780 | 2,200 | 15.1% | $25.97万 | 加仓 |
| IYW | ISHARES TR | $197.93万 | 0.02% | 7,847 | -160 | -2.0% | -$4.04万 | 减仓 |
| MHO | M/I HOMES INC | $197.63万 | 0.02% | 12,291 | 2,404 | 24.3% | $38.65万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $197.62万 | 0.02% | 45,513 | 10,195 | 28.9% | $44.27万 | 加仓 |
| CRVL | CORVEL CORP | $195.61万 | 0.02% | 31,288 | 164 | 0.5% | $1.03万 | 加仓 |
| RDN | RADIAN GROUP INC | $194.62万 | 0.02% | 51,666 | 10,977 | 27.0% | $41.35万 | 加仓 |
| MLN | VANECK ETF TRUST | $194.27万 | 0.02% | 109,265 | 2,986 | 2.8% | $5.31万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $193.12万 | 0.02% | 16,880 | -1,136 | -6.3% | -$13.00万 | 减仓 |
| USB | US BANCORP | $192.86万 | 0.02% | 31,931 | 441 | 1.4% | $2.66万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $192.45万 | 0.02% | 12,835 | 12,835 | — | $192.45万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $191.91万 | 0.02% | 21,149 | 2 | 0.0% | $181 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $191.46万 | 0.02% | 2,600 | -200 | -7.1% | -$14.73万 | 减仓 |
| CSX | CSX CORP | $190.17万 | 0.02% | 40,011 | 6,958 | 21.1% | $33.07万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $188.34万 | 0.02% | 31,632 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $188.04万 | 0.02% | 1,804 | 258 | 16.7% | $26.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $187.90万 | 0.02% | 2,610 | -476 | -15.4% | -$34.27万 | 减仓 |
| LCII | LCI INDS | $187.38万 | 0.02% | 17,697 | -1,195 | -6.3% | -$12.65万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $187.16万 | 0.02% | 13,078 | 2,366 | 22.1% | $33.86万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $187.05万 | 0.02% | 51,205 | -2,565 | -4.8% | -$9.37万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $186.66万 | 0.02% | 8,515 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $186.56万 | 0.02% | 16,788 | 80 | 0.5% | $8,890 | 加仓 |
| TLT | ISHARES TR | $186.53万 | 0.02% | 21,584 | -1,187 | -5.2% | -$10.26万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $183.18万 | 0.02% | 98,856 | -44,460 | -31.0% | -$82.38万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $183.16万 | 0.02% | 15,085 | -478 | -3.1% | -$5.80万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $182.93万 | 0.02% | 11,184 | 732 | 7.0% | $11.97万 | 加仓 |
| VICI | VICI PPTYS INC | $182.57万 | 0.02% | 68,765 | -6,433 | -8.6% | -$17.08万 | 减仓 |
| ACWX | ISHARES TR | $181.92万 | 0.02% | 23,903 | 1,647 | 7.4% | $12.54万 | 加仓 |
| FOR | FORESTAR GROUP INC | $181.64万 | 0.02% | 57,390 | 11,948 | 26.3% | $37.82万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $180.46万 | 0.02% | 56,641 | -3,854 | -6.4% | -$12.28万 | 减仓 |
| DCI | DONALDSON INC | $177.47万 | 0.02% | 19,769 | 143 | 0.7% | $1.28万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $177.34万 | 0.02% | 48,989 | 10,096 | 26.0% | $36.55万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $176.98万 | 0.02% | 23,020 | -3,744 | -14.0% | -$28.78万 | 减仓 |
| ING | ING GROEP N.V. | $176.94万 | 0.02% | 56,386 | 4,435 | 8.5% | $13.92万 | 加仓 |
| CME | CME GROUP INC | $175.77万 | 0.02% | 7,959 | -1,186 | -13.0% | -$26.19万 | 减仓 |
| ADBE | ADOBE INC | $175.01万 | 0.02% | 8,536 | -4,295 | -33.5% | -$88.06万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $174.49万 | 0.02% | 13,167 | -5,060 | -27.8% | -$67.05万 | 减仓 |
| HLNE | HAMILTON LANE INC | $172.14万 | 0.02% | 21,836 | -3,997 | -15.5% | -$31.51万 | 减仓 |
| IWB | ISHARES TR | $170.63万 | 0.02% | 4,167 | -346 | -7.7% | -$14.17万 | 减仓 |