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 |
|---|---|---|---|---|---|---|---|---|
| QGRO | AMERICAN CENTY ETF TR | $153.13万 | 0.02% | 14,580 | 401 | 2.8% | $4.21万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $152.74万 | 0.02% | 19,420 | 113 | 0.6% | $8,888 | 加仓 |
| CCJ | CAMECO CORP | $152.64万 | 0.02% | 14,054 | 2,438 | 21.0% | $26.48万 | 加仓 |
| ACWX | ISHARES TR | $152.39万 | 0.02% | 22,256 | -48,365 | -68.5% | -$331.16万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $151.98万 | 0.02% | 32,324 | -8,268 | -20.4% | -$38.87万 | 减仓 |
| EQIX | EQUINIX INC | $151.52万 | 0.02% | 1,546 | -1,451 | -48.4% | -$142.21万 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $151.28万 | 0.02% | 16,246 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $151.17万 | 0.02% | 5,667 | -2,148 | -27.5% | -$57.30万 | 减仓 |
| SAIL | SAILPOINT INC | $150.80万 | 0.02% | 113,896 | 113,896 | — | $150.80万 | 新建仓 |
| PPL | PPL CORP | $150.34万 | 0.02% | 39,356 | -1,194 | -2.9% | -$4.56万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $149.88万 | 0.02% | 39,608 | -3,689 | -8.5% | -$13.96万 | 减仓 |
| HWKN | HAWKINS INC | $149.67万 | 0.02% | 9,744 | 5,779 | 145.8% | $88.77万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $149.43万 | 0.02% | 9,878 | -530 | -5.1% | -$8.02万 | 减仓 |
| PLD | PROLOGIS INC. | $148.49万 | 0.02% | 11,234 | -11,265 | -50.1% | -$148.90万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $147.63万 | 0.02% | 57,941 | 57,941 | — | $147.63万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $147.13万 | 0.02% | 7,505 | 2,733 | 57.3% | $53.58万 | 加仓 |
| TFC | TRUIST FINL CORP | $145.36万 | 0.02% | 31,620 | -4,255 | -11.9% | -$19.56万 | 减仓 |
| QLYS | QUALYS INC | $145.29万 | 0.02% | 16,538 | 5,252 | 46.5% | $46.14万 | 加仓 |
| IYW | ISHARES TR | $145.27万 | 0.02% | 8,007 | 5,011 | 167.3% | $90.91万 | 加仓 |
| — | PENNANTPARK INVT CORP | $143.47万 | 0.02% | 319,540 | 114 | 0.0% | $512 | 加仓 |
| ACWV | ISHARES INC | $142.97万 | 0.02% | 11,963 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $142.86万 | 0.02% | 177,682 | 5,938 | 3.5% | $4.77万 | 加仓 |
| CROX | CROCS INC | $142.69万 | 0.02% | 17,187 | 5,831 | 51.3% | $48.41万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $142.18万 | 0.02% | 8,704 | 1,348 | 18.3% | $22.02万 | 加仓 |
| DDS | DILLARDS INC | $140.74万 | 0.02% | 2,460 | 2,460 | — | $140.74万 | 新建仓 |
| SLRC | SLR INVESTMENT CORP | $140.45万 | 0.02% | 98,148 | 1,693 | 1.8% | $2.42万 | 加仓 |
| PAVE | GLOBAL X FDS | $139.37万 | 0.02% | 27,430 | -7 | -0.0% | -$356 | 减仓 |
| SLV | ISHARES SILVER TR | $139.01万 | 0.02% | 20,400 | -22,526 | -52.5% | -$153.49万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $138.89万 | 0.02% | 123,680 | 1,280 | 1.0% | $1.44万 | 加仓 |
| KKR | KKR & CO INC | $138.71万 | 0.02% | 14,996 | -9,386 | -38.5% | -$86.82万 | 减仓 |
| DB | DEUTSCHE BK AG | $138.50万 | 0.02% | 46,507 | -8,894 | -16.1% | -$26.49万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $138.13万 | 0.02% | 12,460 | 4,373 | 54.1% | $48.48万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $137.93万 | 0.02% | 23,291 | 54 | 0.2% | $3,198 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $137.04万 | 0.02% | 19,755 | -3,394 | -14.7% | -$23.54万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $136.72万 | 0.02% | 4,180 | -2,245 | -34.9% | -$73.43万 | 减仓 |
| — | KRANESHARES TRUST | $136.34万 | 0.02% | 91,998 | -128,011 | -58.2% | -$189.71万 | 减仓 |
| GFF | GRIFFON CORP | $136.30万 | 0.02% | 18,754 | 6,859 | 57.7% | $49.85万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $136.24万 | 0.02% | 35,318 | -44 | -0.1% | -$1,697 | 减仓 |
| MPC | MARATHON PETE CORP | $135.77万 | 0.02% | 5,560 | -3,738 | -40.2% | -$91.28万 | 减仓 |
| CSX | CSX CORP | $135.68万 | 0.02% | 33,053 | -7,545 | -18.6% | -$30.97万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $135.64万 | 0.02% | 21,639 | -1,278 | -5.6% | -$8.01万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $135.45万 | 0.02% | 22,946 | 17 | 0.1% | $1,004 | 加仓 |
| ING | ING GROEP N.V. | $135.33万 | 0.02% | 51,951 | 6,218 | 13.6% | $16.20万 | 加仓 |
| RDN | RADIAN GROUP INC | $134.60万 | 0.02% | 40,689 | 13,383 | 49.0% | $44.27万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $133.68万 | 0.02% | 36,736 | -4,133 | -10.1% | -$15.04万 | 减仓 |
| — | COTERRA ENERGY INC | $131.54万 | 0.02% | 37,434 | -5,177 | -12.1% | -$18.19万 | 减仓 |
| EDV | VANGUARD WORLD FD | $130.39万 | 0.02% | 20,076 | 10,932 | 119.6% | $71.00万 | 加仓 |
| MINT | PIMCO ETF TR | $130.35万 | 0.02% | 12,961 | 7,855 | 153.8% | $79.00万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $130.08万 | 0.02% | 15,189 | 15,189 | — | $130.08万 | 新建仓 |
| HYBL | SSGA ACTIVE TR | $129.87万 | 0.02% | 46,648 | 46,648 | — | $129.87万 | 新建仓 |
| ORI | OLD REP INTL CORP | $129.19万 | 0.02% | 32,379 | 6,414 | 24.7% | $25.59万 | 加仓 |
| DE | DEERE & CO | $128.77万 | 0.02% | 2,286 | -3,342 | -59.4% | -$188.25万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $128.70万 | 0.02% | 11,117 | -1,356 | -10.9% | -$15.70万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $128.62万 | 0.02% | 38,893 | 14,529 | 59.6% | $48.05万 | 加仓 |
| WPC | WP CAREY INC | $127.72万 | 0.02% | 18,794 | 3,182 | 20.4% | $21.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $127.59万 | 0.02% | 3,062 | -1,224 | -28.6% | -$51.00万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $127.28万 | 0.02% | 28,141 | -4,298 | -13.2% | -$19.44万 | 减仓 |
| DOV | DOVER CORP | $125.82万 | 0.01% | 6,036 | 2,762 | 84.4% | $57.58万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $125.79万 | 0.01% | 3,924 | -3,050 | -43.7% | -$97.77万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $125.54万 | 0.01% | 25,162 | 974 | 4.0% | $4.86万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $125.45万 | 0.01% | 6,726 | -4,540 | -40.3% | -$84.68万 | 减仓 |
| MSCI | MSCI INC | $124.46万 | 0.01% | 2,309 | -1,445 | -38.5% | -$77.89万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $124.32万 | 0.01% | 15,701 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $124.26万 | 0.01% | 51,157 | 71 | 0.1% | $1,725 | 加仓 |
| FIX | COMFORT SYS USA INC | $124.09万 | 0.01% | 900 | 503 | 126.7% | $69.35万 | 加仓 |
| CTVA | CORTEVA INC | $123.98万 | 0.01% | 14,811 | 3,540 | 31.4% | $29.63万 | 加仓 |
| OKE | ONEOK INC NEW | $122.91万 | 0.01% | 13,598 | -2,961 | -17.9% | -$26.76万 | 减仓 |
| IWY | ISHARES TR | $122.86万 | 0.01% | 4,937 | -7 | -0.1% | -$1,742 | 减仓 |
| EEMA | ISHARES INC | $122.31万 | 0.01% | 12,776 | 29 | 0.2% | $2,776 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $121.65万 | 0.01% | 30,812 | 784 | 2.6% | $3.10万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $121.57万 | 0.01% | 19,583 | -9,723 | -33.2% | -$60.36万 | 减仓 |
| CCL | CARNIVAL CORP | $121.56万 | 0.01% | 46,972 | -4,451 | -8.7% | -$11.52万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $121.54万 | 0.01% | 49,107 | 9,825 | 25.0% | $24.32万 | 加仓 |
| PSX | PHILLIPS 66 | $121.32万 | 0.01% | 6,659 | -4,882 | -42.3% | -$88.95万 | 减仓 |
| MCK | MCKESSON CORP | $121.09万 | 0.01% | 1,399 | -1,521 | -52.1% | -$131.65万 | 减仓 |
| MHO | M/I HOMES INC | $121.07万 | 0.01% | 9,887 | 3,571 | 56.5% | $43.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $120.10万 | 0.01% | 16,885 | 10,183 | 151.9% | $72.43万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $118.33万 | 0.01% | 11,823 | -2,552 | -17.8% | -$25.54万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $118.32万 | 0.01% | 5,478 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $118.21万 | 0.01% | 5,744 | -493 | -7.9% | -$10.15万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $116.58万 | 0.01% | 23,031 | 19 | 0.1% | $962 | 加仓 |
| SPGI | S&P GLOBAL INC | $116.32万 | 0.01% | 2,735 | -4,391 | -61.6% | -$186.74万 | 减仓 |
| GDS | GDS HLDGS LTD | $115.38万 | 0.01% | 28,637 | 28,637 | — | $115.38万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $114.45万 | 0.01% | 15,795 | -14,123 | -47.2% | -$102.34万 | 减仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $114.20万 | 0.01% | 89,776 | 59,777 | 199.3% | $76.04万 | 加仓 |
| SLM | SLM CORP | $113.07万 | 0.01% | 52,810 | 22,529 | 74.4% | $48.23万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $112.83万 | 0.01% | 18,400 | 18,400 | — | $112.83万 | 新建仓 |
| DASH | DOORDASH INC | $112.67万 | 0.01% | 7,504 | -2,068 | -21.6% | -$31.05万 | 减仓 |
| O | REALTY INCOME CORP | $112.47万 | 0.01% | 18,384 | -8,065 | -30.5% | -$49.34万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $112.41万 | 0.01% | 27,887 | 19,546 | 234.3% | $78.79万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $111.65万 | 0.01% | 8,387 | -2,591 | -23.6% | -$34.49万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $111.37万 | 0.01% | 10,535 | -4,321 | -29.1% | -$45.68万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $111.34万 | 0.01% | 38,223 | -20,023 | -34.4% | -$58.33万 | 减仓 |
| FOR | FORESTAR GROUP INC | $111.06万 | 0.01% | 45,442 | 17,353 | 61.8% | $42.41万 | 加仓 |
| DDOG | DATADOG INC | $111.00万 | 0.01% | 9,403 | -24,682 | -72.4% | -$291.37万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.87万 | 0.01% | 13,450 | 286 | 2.2% | $2.36万 | 加仓 |
| IVE | ISHARES TR | $110.35万 | 0.01% | 5,226 | 130 | 2.6% | $2.74万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $109.52万 | 0.01% | 6,003 | -5,159 | -46.2% | -$94.12万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $109.44万 | 0.01% | 80,000 | 80,000 | — | $109.44万 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $109.40万 | 0.01% | 37,790 | 0 | 0.0% | — | 不变 |