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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $5.59亿 | 5.59% | 11,099,477 | 3,467,101 | 45.4% | $1.75亿 | 加仓 |
| AAPL | APPLE INC | $4.03亿 | 4.03% | 1,394,101 | 34,279 | 2.5% | $991.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.19亿 | 3.19% | 1,595,829 | 223,602 | 16.3% | $4,474.05万 | 加仓 |
| GOOGL | ALPHABET INC | $3.04亿 | 3.04% | 850,206 | 37,046 | 4.6% | $1,323.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.01亿 | 3.01% | 808,107 | 39,270 | 5.1% | $1,464.85万 | 加仓 |
| AVGO | BROADCOM INC | $1.90亿 | 1.90% | 502,221 | -10,467 | -2.0% | -$395.39万 | 减仓 |
| KLAC | KLA CORP | $1.76亿 | 1.76% | 583,113 | 20,463 | 3.6% | $617.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.68亿 | 1.68% | 225,123 | -8,817 | -3.8% | -$658.43万 | 减仓 |
| AMZN | AMAZON COM INC | $1.64亿 | 1.64% | 688,333 | 15,901 | 2.4% | $378.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.64亿 | 1.64% | 499,797 | 7,232 | 1.5% | $236.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.56亿 | 1.56% | 360,550 | 4,248 | 1.2% | $184.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.44亿 | 1.43% | 209,049 | 10,617 | 5.4% | $729.19万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.35亿 | 1.35% | 2,312,922 | 72,313 | 3.2% | $420.86万 | 加仓 |
| META | META PLATFORMS INC | $1.31亿 | 1.31% | 231,927 | 12,540 | 5.7% | $706.37万 | 加仓 |
| IWF | ISHARES TR | $1.27亿 | 1.27% | 1,019,850 | 45,406 | 4.7% | $563.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.15亿 | 1.15% | 1,608,770 | 248,270 | 18.2% | $1,768.92万 | 加仓 |
| ABBV | ABBVIE INC | $1.06亿 | 1.06% | 422,116 | 16,054 | 4.0% | $403.98万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $9,526.27万 | 0.95% | 754,019 | 47,294 | 6.7% | $597.51万 | 加仓 |
| NVS | NOVARTIS AG | $9,081.71万 | 0.91% | 579,486 | 32,981 | 6.0% | $516.88万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,954.55万 | 0.89% | 123,853 | 7,609 | 6.5% | $550.13万 | 加仓 |
| V | VISA INC | $8,284.86万 | 0.83% | 241,478 | 6,385 | 2.7% | $219.06万 | 加仓 |
| EBAY | EBAY INC. | $8,242.89万 | 0.82% | 737,619 | 11,163 | 1.5% | $124.75万 | 加仓 |
| HD | HOME DEPOT INC | $8,035.33万 | 0.80% | 227,836 | 6,023 | 2.7% | $212.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $8,018.94万 | 0.80% | 122,260 | 1,366 | 1.1% | $89.59万 | 加仓 |
| LLY | ELI LILLY & CO | $7,794.65万 | 0.78% | 64,986 | 1,182 | 1.9% | $141.77万 | 加仓 |
| AZO | AUTOZONE INC | $7,773.28万 | 0.78% | 24,322 | 723 | 3.1% | $231.07万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $7,706.98万 | 0.77% | 1,367,213 | 40,264 | 3.0% | $226.97万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,453.36万 | 0.74% | 145,120 | 40,038 | 38.1% | $2,056.35万 | 加仓 |
| R | RYDER SYS INC | $7,453.09万 | 0.74% | 282,560 | 4,618 | 1.7% | $121.81万 | 加仓 |
| P | EVERPURE INC | $7,264.25万 | 0.73% | 921,976 | 921,976 | — | $7,264.25万 | 新建仓 |
| P | EVERPURE INC 看跌期权 | $7,262.07万 | 0.73% | 921,700 | 921,700 | — | $7,262.07万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $7,137.49万 | 0.71% | 2,531,024 | 78,669 | 3.2% | $221.85万 | 加仓 |
| VST | VISTRA CORP | $7,081.74万 | 0.71% | 446,431 | 20,636 | 4.8% | $327.35万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $6,976.72万 | 0.70% | 618,833 | 17,197 | 2.9% | $193.88万 | 加仓 |
| FTNT | FORTINET INC | $6,482.06万 | 0.65% | 421,954 | 19,165 | 4.8% | $294.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $6,481.90万 | 0.65% | 255,223 | 1,187 | 0.5% | $30.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,472.21万 | 0.65% | 230,156 | 6,666 | 3.0% | $187.45万 | 加仓 |
| BX | BLACKSTONE INC | $6,429.28万 | 0.64% | 546,382 | 9,155 | 1.7% | $107.73万 | 加仓 |
| WFC | WELLS FARGO & CO | $6,389.07万 | 0.64% | 773,121 | -327,628 | -29.8% | -$2,707.52万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $6,162.60万 | 0.62% | 1,148,025 | 65,848 | 6.1% | $353.47万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,082.19万 | 0.61% | 285,858 | 11,553 | 4.2% | $245.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,933.45万 | 0.59% | 160,346 | 4,949 | 3.2% | $183.13万 | 加仓 |
| QCOM | QUALCOMM INC | $5,599.61万 | 0.56% | 303,026 | 4,343 | 1.5% | $80.25万 | 加仓 |
| EFA | ISHARES TR | $5,537.26万 | 0.55% | 533,044 | 17,627 | 3.4% | $183.11万 | 加仓 |
| NRG | NRG ENERGY INC | $5,518.75万 | 0.55% | 377,841 | 22,994 | 6.5% | $335.85万 | 加仓 |
| ISHG | ISHARES TR | $5,363.52万 | 0.54% | 722,409 | -228,566 | -24.0% | -$1,696.99万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5,270.71万 | 0.53% | 241,853 | -6,380 | -2.6% | -$139.04万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $5,234.52万 | 0.52% | 2,207,728 | 43,770 | 2.0% | $103.78万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $4,990.07万 | 0.50% | 998,413 | -19,418 | -1.9% | -$97.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,878.26万 | 0.49% | 605,468 | -4,540 | -0.7% | -$36.58万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4,821.19万 | 0.48% | 1,220,556 | 86,315 | 7.6% | $340.94万 | 加仓 |
| NOW | SERVICENOW INC | $4,812.17万 | 0.48% | 484,707 | 156,535 | 47.7% | $1,554.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4,806.60万 | 0.48% | 94,347 | 5,935 | 6.7% | $302.36万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,736.55万 | 0.47% | 34,264 | 537 | 1.6% | $74.23万 | 加仓 |
| WELL | WELLTOWER INC | $4,679.29万 | 0.47% | 206,164 | -2,775 | -1.3% | -$62.98万 | 减仓 |
| GOOG | ALPHABET INC | $4,647.01万 | 0.46% | 131,520 | 11,120 | 9.2% | $392.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,606.28万 | 0.46% | 96,452 | 2,426 | 2.6% | $115.86万 | 加仓 |
| HAS | HASBRO INC | $4,361.17万 | 0.44% | 528,051 | 18,744 | 3.7% | $154.81万 | 加仓 |
| IVV | ISHARES TR | $4,266.45万 | 0.43% | 56,970 | 1,187 | 2.1% | $88.89万 | 加仓 |
| AMGN | AMGEN INC | $3,986.00万 | 0.40% | 110,074 | -36,663 | -25.0% | -$1,327.64万 | 减仓 |
| KO | COCA COLA CO | $3,930.61万 | 0.39% | 483,648 | 6,763 | 1.4% | $54.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,891.36万 | 0.39% | 130,552 | 85,991 | 193.0% | $2,563.13万 | 加仓 |
| NFLX | NETFLIX INC. | $3,879.80万 | 0.39% | 543,390 | 46,233 | 9.3% | $330.10万 | 加仓 |
| EOG | EOG RES INC | $3,840.91万 | 0.38% | 296,070 | -99,853 | -25.2% | -$1,295.39万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,799.90万 | 0.38% | 49,793 | -671 | -1.3% | -$51.21万 | 减仓 |
| MS | MORGAN STANLEY | $3,789.21万 | 0.38% | 181,267 | 164,971 | 1,012.3% | $3,448.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,549.79万 | 0.35% | 117,108 | -1,125 | -1.0% | -$34.10万 | 减仓 |
| IEFA | ISHARES TR | $3,500.69万 | 0.35% | 362,466 | 5,369 | 1.5% | $51.85万 | 加仓 |
| UNP | UNION PAC CORP | $3,492.92万 | 0.35% | 128,416 | 4,320 | 3.5% | $117.50万 | 加仓 |
| ASML | ASML HLDG NV | $3,491.17万 | 0.35% | 17,549 | 2,898 | 19.8% | $576.52万 | 加仓 |
| IQLT | ISHARES TR | $3,462.75万 | 0.35% | 698,840 | 8,273 | 1.2% | $40.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,313.44万 | 0.33% | 35,420 | 99 | 0.3% | $9.26万 | 加仓 |
| IJH | ISHARES TR | $3,239.75万 | 0.32% | 420,147 | 9,474 | 2.3% | $73.05万 | 加仓 |
| AGG | ISHARES TR | $3,233.17万 | 0.32% | 326,649 | -745 | -0.2% | -$7.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,228.09万 | 0.32% | 64,512 | 1,684 | 2.7% | $84.27万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,153.71万 | 0.32% | 329,817 | -36,912 | -10.1% | -$352.95万 | 减仓 |
| ORCL | ORACLE CORP | $3,071.27万 | 0.31% | 209,571 | 3,392 | 1.6% | $49.71万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,041.06万 | 0.30% | 568,422 | -8,936 | -1.5% | -$47.81万 | 减仓 |
| SNDK | SANDISK CORP | $2,991.62万 | 0.30% | 13,157 | -290 | -2.2% | -$65.94万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,868.60万 | 0.29% | 480,584 | 23,661 | 5.2% | $141.23万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2,750.85万 | 0.27% | 51,943 | 2,166 | 4.4% | $114.71万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,693.26万 | 0.27% | 348,721 | -2,129 | -0.6% | -$16.44万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,670.69万 | 0.27% | 26,407 | 382 | 1.5% | $38.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,603.82万 | 0.26% | 75,712 | -2,324 | -3.0% | -$79.92万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,445.06万 | 0.24% | 283,847 | 3,293 | 1.2% | $28.37万 | 加仓 |
| TSLA | TESLA INC | $2,438.90万 | 0.24% | 57,986 | 232 | 0.4% | $9.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,406.77万 | 0.24% | 101,715 | -3,660 | -3.5% | -$86.60万 | 减仓 |
| QUAL | ISHARES TR | $2,393.90万 | 0.24% | 109,096 | -6,394 | -5.5% | -$140.30万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $2,364.26万 | 0.24% | 218,387 | 6,176 | 2.9% | $66.86万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,311.60万 | 0.23% | 276,012 | 28,854 | 11.7% | $241.65万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,283.30万 | 0.23% | 495,830 | -71,223 | -12.6% | -$327.98万 | 减仓 |
| IEMG | ISHARES INC | $2,275.00万 | 0.23% | 274,625 | -612 | -0.2% | -$5.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,272.99万 | 0.23% | 30,866 | -170 | -0.5% | -$12.52万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2,168.56万 | 0.22% | 524,820 | 45,139 | 9.4% | $186.51万 | 加仓 |
| IJR | ISHARES TR | $2,157.32万 | 0.22% | 145,460 | 13,602 | 10.3% | $201.73万 | 加仓 |
| LOW | LOWES COS INC | $2,116.22万 | 0.21% | 95,978 | 3,068 | 3.3% | $67.65万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,970.90万 | 0.20% | 273,130 | 3,517 | 1.3% | $25.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,927.03万 | 0.19% | 56,508 | 536 | 1.0% | $18.28万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $1,881.58万 | 0.19% | 2,180,278 | -412,472 | -15.9% | -$355.96万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,775.14万 | 0.18% | 708,357 | 97,715 | 16.0% | $244.87万 | 加仓 |