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 |
|---|---|---|---|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | $109.35万 | 0.01% | 19,696 | 2,861 | 17.0% | $15.88万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $108.87万 | 0.01% | 25,592 | 25,592 | — | $108.87万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $108.79万 | 0.01% | 5,515 | -1,432 | -20.6% | -$28.25万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $108.76万 | 0.01% | 12,294 | 6 | 0.0% | $531 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $108.43万 | 0.01% | 8,666 | -2,020 | -18.9% | -$25.28万 | 减仓 |
| IWN | ISHARES TR | $108.10万 | 0.01% | 5,702 | -5,013 | -46.8% | -$95.04万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $107.89万 | 0.01% | 51,997 | 94 | 0.2% | $1,951 | 加仓 |
| ETR | ENTERGY CORP NEW | $106.75万 | 0.01% | 9,501 | -1,394 | -12.8% | -$15.66万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $105.83万 | 0.01% | 18,794 | -1,002 | -5.1% | -$5.64万 | 减仓 |
| NVAX | NOVAVAX INC | $105.82万 | 0.01% | 130,000 | -239 | -0.2% | -$1,945 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $105.37万 | 0.01% | 43,712 | 43,712 | — | $105.37万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $105.35万 | 0.01% | 21,129 | 6,649 | 45.9% | $33.15万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $105.19万 | 0.01% | 22,367 | 26 | 0.1% | $1,223 | 加仓 |
| CVS | CVS HEALTH CORP | $104.88万 | 0.01% | 14,603 | -10,496 | -41.8% | -$75.38万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $104.78万 | 0.01% | 13,205 | -79 | -0.6% | -$6,269 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $104.73万 | 0.01% | 6,867 | -450 | -6.2% | -$6.86万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $104.58万 | 0.01% | 2,001 | -266 | -11.7% | -$13.90万 | 减仓 |
| CBRE | CBRE GROUP INC | $104.23万 | 0.01% | 7,694 | -864 | -10.1% | -$11.70万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $103.33万 | 0.01% | 2,325 | -2,442 | -51.2% | -$108.53万 | 减仓 |
| VPU | VANGUARD WORLD FD | $102.92万 | 0.01% | 5,194 | 5,194 | — | $102.92万 | 新建仓 |
| AIQ | GLOBAL X FDS | $102.52万 | 0.01% | 21,966 | 1,589 | 7.8% | $7.42万 | 加仓 |
| WDAY | WORKDAY INC | $101.98万 | 0.01% | 7,849 | -4,231 | -35.0% | -$54.97万 | 减仓 |
| ICSH | ISHARES TR | $101.94万 | 0.01% | 20,138 | 7 | 0.0% | $354 | 加仓 |
| NGG | NATIONAL GRID PLC | $101.33万 | 0.01% | 11,977 | -2,759 | -18.7% | -$23.34万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $101.30万 | 0.01% | 86,800 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $99.59万 | 0.01% | 40,028 | -13,369 | -25.0% | -$33.26万 | 减仓 |
| SO | SOUTHERN CO | $99.48万 | 0.01% | 10,307 | -7,327 | -41.6% | -$70.72万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $99.23万 | 0.01% | 8,957 | -81 | -0.9% | -$8,973 | 减仓 |
| GRMN | GARMIN LTD | $98.35万 | 0.01% | 4,239 | 1,545 | 57.3% | $35.85万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $98.33万 | 0.01% | 107,702 | 62,162 | 136.5% | $56.75万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $98.31万 | 0.01% | 12,909 | 2,753 | 27.1% | $20.97万 | 加仓 |
| TDC | TERADATA CORP DEL | $96.68万 | 0.01% | 37,723 | 13,300 | 54.5% | $34.09万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $96.55万 | 0.01% | 23,452 | 10,000 | 74.3% | $41.17万 | 加仓 |
| ZTS | ZOETIS INC | $96.52万 | 0.01% | 8,165 | -6,908 | -45.8% | -$81.66万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $96.33万 | 0.01% | 4,116 | -8 | -0.2% | -$1,872 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $95.91万 | 0.01% | 15,813 | -9,769 | -38.2% | -$59.25万 | 减仓 |
| — | ISHARES ETHEREUM TR | $95.18万 | 0.01% | 60,125 | 5,950 | 11.0% | $9.42万 | 加仓 |
| SNPS | SYNOPSYS INC | $95.13万 | 0.01% | 2,399 | -6,400 | -72.7% | -$253.79万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $94.92万 | 0.01% | 13,226 | 10,302 | 352.3% | $73.94万 | 加仓 |
| BA | BOEING CO | $94.64万 | 0.01% | 4,755 | -3,086 | -39.4% | -$61.42万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $94.34万 | 0.01% | 57,418 | 22,811 | 65.9% | $37.48万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $93.88万 | 0.01% | 12,408 | 7,408 | 148.2% | $56.05万 | 加仓 |
| MELI | MERCADOLIBRE INC | $93.86万 | 0.01% | 543 | 93 | 20.7% | $16.08万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $93.26万 | 0.01% | 3,086 | -210 | -6.4% | -$6.35万 | 减仓 |
| RBLX | ROBLOX CORP | $93.04万 | 0.01% | 16,450 | 3,884 | 30.9% | $21.97万 | 加仓 |
| — | HIREQUEST INC | $92.85万 | 0.01% | 93,036 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $92.56万 | 0.01% | 5,699 | 1,615 | 39.5% | $26.23万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $92.37万 | 0.01% | 74,555 | 4,630 | 6.6% | $5.74万 | 加仓 |
| EQT | EQT CORP | $92.00万 | 0.01% | 14,456 | -3,328 | -18.7% | -$21.18万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $90.99万 | 0.01% | 4,600 | 1,881 | 69.2% | $37.21万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $90.90万 | 0.01% | 10,400 | -52 | -0.5% | -$4,545 | 减仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $90.86万 | 0.01% | 7,400 | 7,400 | — | $90.86万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $90.56万 | 0.01% | 3,259 | -2,518 | -43.6% | -$69.97万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $90.33万 | 0.01% | 9,961 | 455 | 4.8% | $4.13万 | 加仓 |
| GRNY | TIDAL TRUST I | $90.20万 | 0.01% | 37,790 | -7,318 | -16.2% | -$17.47万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $89.69万 | 0.01% | 5,526 | 1,965 | 55.2% | $31.89万 | 加仓 |
| ICLR | ICON PLC | $88.95万 | 0.01% | 8,038 | 3,619 | 81.9% | $40.05万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $87.03万 | 0.01% | 9,625 | 3,719 | 63.0% | $33.63万 | 加仓 |
| BAP | CREDICORP LTD | $86.46万 | 0.01% | 2,549 | 5 | 0.2% | $1,696 | 加仓 |
| KVUE | KENVUE INC | $86.13万 | 0.01% | 49,960 | -6,818 | -12.0% | -$11.75万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $86.13万 | 0.01% | 2,400 | -1,275 | -34.7% | -$45.76万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $85.01万 | 0.01% | 6,485 | -977 | -13.1% | -$12.81万 | 减仓 |
| NOBL | PROSHARES TR | $84.67万 | 0.01% | 7,987 | -113 | -1.4% | -$1.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $84.44万 | 0.01% | 6,449 | -4,925 | -43.3% | -$64.49万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $84.41万 | 0.01% | 14,508 | 14,508 | — | $84.41万 | 新建仓 |
| TMUS | T-MOBILE US INC | $84.28万 | 0.01% | 4,013 | -6,133 | -60.4% | -$128.81万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $83.97万 | 0.01% | 23,714 | 23,714 | — | $83.97万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $83.94万 | 0.01% | 5,751 | 580 | 11.2% | $8.47万 | 加仓 |
| SNA | SNAP ON INC | $83.90万 | 0.01% | 2,310 | -767 | -24.9% | -$27.86万 | 减仓 |
| XEL | XCEL ENERGY INC | $83.39万 | 0.01% | 10,497 | -4,054 | -27.9% | -$32.20万 | 减仓 |
| ESML | ISHARES TR | $83.10万 | 0.01% | 17,674 | 2,207 | 14.3% | $10.38万 | 加仓 |
| REGL | PROSHARES TR | $82.78万 | 0.01% | 9,580 | 3,430 | 55.8% | $29.64万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $82.70万 | 0.01% | 20,753 | -1,466 | -6.6% | -$5.84万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $82.07万 | 0.01% | 8,382 | 337 | 4.2% | $3.30万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $81.24万 | 0.01% | 18,133 | -4,489 | -19.8% | -$20.11万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $81.01万 | 0.01% | 37,368 | -6,401 | -14.6% | -$13.88万 | 减仓 |
| HLN | HALEON PLC | $80.84万 | 0.01% | 80,759 | -11,007 | -12.0% | -$11.02万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $80.60万 | 0.01% | 7,348 | 4,726 | 180.2% | $51.84万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $80.54万 | 0.01% | 46,769 | 732 | 1.6% | $1.26万 | 加仓 |
| BN | BROOKFIELD CORP | $80.35万 | 0.01% | 19,853 | -4,360 | -18.0% | -$17.64万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $80.24万 | 0.01% | 17,106 | 1,094 | 6.8% | $5.13万 | 加仓 |
| NU | NU HLDGS LTD | $79.85万 | 0.01% | 55,567 | -11,731 | -17.4% | -$16.86万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $79.78万 | 0.01% | 10,989 | 4 | 0.0% | $290 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $79.03万 | 0.01% | 35,139 | -30 | -0.1% | -$675 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $78.91万 | 0.01% | 187 | -373 | -66.6% | -$157.40万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $78.85万 | 0.01% | 10,992 | 1 | 0.0% | $72 | 加仓 |
| SUI | SUN CMNTYS INC | $78.64万 | 0.01% | 6,243 | 6,243 | — | $78.64万 | 新建仓 |
| CHE | CHEMED CORP NEW | $78.49万 | 0.01% | 2,078 | -2,143 | -50.8% | -$80.95万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $78.35万 | 0.01% | 5,313 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $77.85万 | 0.01% | 5,505 | 3,402 | 161.8% | $48.11万 | 加仓 |
| BIL | SPDR SERIES TRUST | $77.79万 | 0.01% | 8,489 | 2,135 | 33.6% | $19.57万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $77.73万 | 0.01% | 5,666 | -665 | -10.5% | -$9.12万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $77.24万 | 0.01% | 14,584 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $76.78万 | 0.01% | 1,412 | 612 | 76.5% | $33.28万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $76.56万 | 0.01% | 6,894 | 196 | 2.9% | $2.18万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $76.41万 | 0.01% | 11,026 | -3,361 | -23.4% | -$23.29万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $76.41万 | 0.01% | 7,960 | -615 | -7.2% | -$5.90万 | 减仓 |
| MNDY | MONDAY COM LTD | $75.99万 | 0.01% | 10,996 | -27,191 | -71.2% | -$187.92万 | 减仓 |
| GL | GLOBE LIFE INC | $75.47万 | 0.01% | 5,423 | -692 | -11.3% | -$9.63万 | 减仓 |
| ALL | ALLSTATE CORP | $75.07万 | 0.01% | 3,620 | -4,483 | -55.3% | -$92.96万 | 减仓 |