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 |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | $60.91万 | 0.01% | 6,807 | 769 | 12.7% | $6.88万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $60.76万 | 0.01% | 10,536 | -858 | -7.5% | -$4.95万 | 减仓 |
| CSL | CARLISLE COS INC | $60.54万 | 0.01% | 1,669 | -66 | -3.8% | -$2.39万 | 减仓 |
| KFRC | KFORCE INC | $60.41万 | 0.01% | 12,875 | 66 | 0.5% | $3,097 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $60.40万 | 0.01% | 1,812 | -1,206 | -40.0% | -$40.20万 | 减仓 |
| IWP | ISHARES TR | $60.31万 | 0.01% | 4,120 | 386 | 10.3% | $5.65万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $60.28万 | 0.01% | 967 | 382 | 65.3% | $23.81万 | 加仓 |
| SCZ | ISHARES TR | $59.85万 | 0.01% | 7,274 | 877 | 13.7% | $7.22万 | 加仓 |
| TBIL | RBB FD INC | $59.82万 | 0.01% | 11,998 | -260 | -2.1% | -$1.30万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $59.40万 | 0.01% | 13,621 | -184 | -1.3% | -$8,024 | 减仓 |
| ARGX | ARGENX SE | $59.33万 | 0.01% | 640 | -184 | -22.3% | -$17.06万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $59.33万 | 0.01% | 3,559 | 678 | 23.5% | $11.30万 | 加仓 |
| IYJ | ISHARES TR | $59.03万 | 0.01% | 3,542 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $58.98万 | 0.01% | 12,686 | 1,224 | 10.7% | $5.69万 | 加仓 |
| — | NUVEEN NY DIVI ADV | $58.58万 | 0.01% | 49,938 | 2,938 | 6.3% | $3.45万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $58.36万 | 0.01% | 14,119 | -4,035 | -22.2% | -$16.68万 | 减仓 |
| TER | TERADYNE INC | $58.35万 | 0.01% | 1,206 | -1,115 | -48.0% | -$53.95万 | 重新持有 |
| HDB | HDFC BANK LTD | $57.91万 | 0.01% | 22,419 | -17,609 | -44.0% | -$45.48万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $57.79万 | 0.01% | 12,645 | 797 | 6.7% | $3.64万 | 加仓 |
| RGNX | REGENXBIO INC | $57.14万 | 0.01% | 47,700 | 47,700 | — | $57.14万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $57.07万 | 0.01% | 6,309 | 2,252 | 55.5% | $20.37万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $56.85万 | 0.01% | 3,300 | 1,209 | 57.8% | $20.83万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $56.75万 | 0.01% | 5,130 | 2,067 | 67.5% | $22.87万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $56.67万 | 0.01% | 17,922 | -253 | -1.4% | -$8,000 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $56.38万 | 0.01% | 14,802 | 0 | 0.0% | — | 不变 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $56.05万 | 0.01% | 14,274 | -142 | -1.0% | -$5,576 | 减仓 |
| ONTO | ONTO INNOVATION INC | $56.05万 | 0.01% | 1,481 | 361 | 32.2% | $13.66万 | 加仓 |
| DHI | D R HORTON INC | $56.03万 | 0.01% | 3,440 | -1,085 | -24.0% | -$17.67万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $55.86万 | 0.01% | 22,515 | 22,515 | — | $55.86万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $55.79万 | 0.01% | 3,617 | 3,617 | — | $55.79万 | 新建仓 |
| INGR | INGREDION INC | $55.65万 | 0.01% | 5,876 | 675 | 13.0% | $6.39万 | 加仓 |
| MAS | MASCO CORP | $55.44万 | 0.01% | 6,814 | 187 | 2.8% | $1.52万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $54.69万 | 0.01% | 9,754 | -1,347 | -12.1% | -$7.55万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $54.48万 | 0.01% | 3,844 | 786 | 25.7% | $11.14万 | 加仓 |
| UI | UBIQUITI INC | $54.20万 | 0.01% | 1,015 | 1,015 | — | $54.20万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $54.09万 | 0.01% | 14,500 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $53.95万 | 0.01% | 2,271 | -71 | -3.0% | -$1.69万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $53.87万 | 0.01% | 41,825 | -9,277 | -18.2% | -$11.95万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $53.79万 | 0.01% | 22,218 | -2,415 | -9.8% | -$5.85万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $53.39万 | 0.01% | 759 | 2 | 0.3% | $1,407 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $53.06万 | 0.01% | 4,186 | 1 | 0.0% | $127 | 加仓 |
| MKL | MARKEL GROUP INC | $52.54万 | 0.01% | 269 | 60 | 28.7% | $11.72万 | 加仓 |
| CSGP | COSTAR GROUP INC | $52.50万 | 0.01% | 18,538 | 2,737 | 17.3% | $7.75万 | 加仓 |
| PSFF | PACER FDS TR | $52.43万 | 0.01% | 15,280 | -155 | -1.0% | -$5,318 | 减仓 |
| ONC | BEONE MEDICINES LTD | $52.26万 | 0.01% | 1,834 | 7 | 0.4% | $1,995 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $52.07万 | 0.01% | 10,521 | -833 | -7.3% | -$4.12万 | 减仓 |
| MGV | VANGUARD WORLD FD | $51.71万 | 0.01% | 3,164 | 11 | 0.3% | $1,798 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $51.68万 | 0.01% | 5,113 | 681 | 15.4% | $6.88万 | 加仓 |
| PODD | INSULET CORP | $51.67万 | 0.01% | 3,394 | 510 | 17.7% | $7.76万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $51.02万 | 0.01% | 2,250 | 334 | 17.4% | $7.57万 | 加仓 |
| — | GLOBAL X FDS | $50.69万 | 0.01% | 11,203 | 3,342 | 42.5% | $15.12万 | 加仓 |
| BN | BROOKFIELD CORP | $50.66万 | 0.01% | 11,895 | -7,958 | -40.1% | -$33.89万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $50.60万 | 0.01% | 11,803 | -763 | -6.1% | -$3.27万 | 减仓 |
| WWD | WOODWARD INC | $50.59万 | 0.01% | 1,189 | -31 | -2.5% | -$1.32万 | 减仓 |
| ICOW | PACER FDS TR | $50.38万 | 0.01% | 12,102 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $50.16万 | 0.01% | 6,391 | 793 | 14.2% | $6.22万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $50.10万 | 0.01% | 22,022 | -1,802 | -7.6% | -$4.10万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $49.98万 | 0.00% | 6,637 | 2,812 | 73.5% | $21.18万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $49.80万 | 0.00% | 5,465 | 5,465 | — | $49.80万 | 新建仓 |
| LEN | LENNAR CORP | $49.67万 | 0.00% | 5,489 | 507 | 10.2% | $4.59万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $49.65万 | 0.00% | 19,787 | -219 | -1.1% | -$5,495 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $49.46万 | 0.00% | 4,041 | 4,041 | — | $49.46万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $49.43万 | 0.00% | 12,659 | -687 | -5.1% | -$2.68万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $49.33万 | 0.00% | 18,511 | 1,758 | 10.5% | $4.69万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $49.26万 | 0.00% | 7,319 | -724 | -9.0% | -$4.87万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $48.87万 | 0.00% | 17,714 | 800 | 4.7% | $2.21万 | 加仓 |
| CATH | GLOBAL X FDS | $48.67万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $48.58万 | 0.00% | 1,067 | 226 | 26.9% | $10.29万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.29万 | 0.00% | 15,989 | -1,329 | -7.7% | -$4.01万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $48.26万 | 0.00% | 9,680 | -110 | -1.1% | -$5,485 | 减仓 |
| DY | DYCOM INDS INC | $48.18万 | 0.00% | 953 | 953 | — | $48.18万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $48.11万 | 0.00% | 14,686 | 591 | 4.2% | $1.94万 | 加仓 |
| DOW | DOW HLDGS INC | $48.01万 | 0.00% | 17,547 | 7,212 | 69.8% | $19.73万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $47.89万 | 0.00% | 6,425 | 1,714 | 36.4% | $12.77万 | 加仓 |
| CMS | CMS ENERGY CORP | $47.85万 | 0.00% | 6,255 | -229 | -3.5% | -$1.75万 | 减仓 |
| EMXC | ISHARES INC | $47.84万 | 0.00% | 4,676 | 4,676 | — | $47.84万 | 新建仓 |
| CALF | PACER FDS TR | $47.59万 | 0.00% | 9,403 | -992 | -9.5% | -$5.02万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $47.50万 | 0.00% | 2,345 | 226 | 10.7% | $4.58万 | 加仓 |
| AFL | AFLAC INC | $47.36万 | 0.00% | 4,039 | -392 | -8.8% | -$4.60万 | 减仓 |
| BALL | BALL CORP | $47.24万 | 0.00% | 7,570 | 1,380 | 22.3% | $8.61万 | 加仓 |
| VFH | VANGUARD WORLD FD | $46.87万 | 0.00% | 3,562 | -292 | -7.6% | -$3.84万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $46.86万 | 0.00% | 22,670 | 209 | 0.9% | $4,320 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $46.78万 | 0.00% | 38,600 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $46.73万 | 0.00% | 4,013 | 3 | 0.1% | $349 | 加仓 |
| LAZ | LAZARD INC | $46.36万 | 0.00% | 11,055 | -33 | -0.3% | -$1,384 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $46.28万 | 0.00% | 5,048 | 786 | 18.4% | $7.21万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $46.18万 | 0.00% | 581 | 261 | 81.6% | $20.74万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $45.79万 | 0.00% | 8,104 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $45.59万 | 0.00% | 12,364 | 28 | 0.2% | $1,032 | 加仓 |
| FORM | FORMFACTOR INC | $45.42万 | 0.00% | 2,840 | -348 | -10.9% | -$5.57万 | 减仓 |
| — | CERAGON NETWORKS LTD | $45.38万 | 0.00% | 175,200 | 175,200 | — | $45.38万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $45.08万 | 0.00% | 5,790 | 5,790 | — | $45.08万 | 新建仓 |
| PFF | ISHARES TR | $44.81万 | 0.00% | 14,698 | 832 | 6.0% | $2.54万 | 加仓 |
| NPO | ENPRO INC | $44.55万 | 0.00% | 1,182 | 349 | 41.9% | $13.15万 | 加仓 |
| — | ALTI GLOBAL INC | $44.18万 | 0.00% | 122,390 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $44.12万 | 0.00% | 8,076 | 0 | 0.0% | — | 不变 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $43.76万 | 0.00% | 35,232 | -54,544 | -60.8% | -$67.74万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $43.64万 | 0.00% | 12,881 | 5,957 | 86.0% | $20.18万 | 加仓 |
| BIDU | BAIDU INC | $43.59万 | 0.00% | 3,814 | 3,814 | — | $43.59万 | 新建仓 |
| W | WAYFAIR INC | $43.53万 | 0.00% | 4,710 | 1,677 | 55.3% | $15.50万 | 加仓 |