New Perspectives, Inc
TOUGALOO MS · SEC CIK 0001909565
$2.89亿2026Q1 申报市值
44持仓数
92.8%前十大占比 · 第一大 25.1%
2 / 0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
WCPB 加仓+$221.61万
IEFA 加仓+$105.92万
QQQM 加仓+$101.63万
SPMD 加仓+$57.86万
IWM 加仓+$55.35万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$35.29万
QQQ 减仓-$35.09万
VIG 减仓-$12.69万
EES 减仓-$5.89万
VEU 减仓-$4.51万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $20.73万 | 0.07% | 208 | 208 | — | $20.73万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.84万 | 0.08% | 893 | 893 | — | $21.84万 | 新建仓 |
| ABBV | ABBVIE INC | $22.63万 | 0.08% | 1,041 | 4 | 0.4% | $870 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $23.14万 | 0.08% | 3,224 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $24.84万 | 0.09% | 762 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.12万 | 0.09% | 641 | 1 | 0.2% | $408 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $26.86万 | 0.09% | 10,282 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $27.34万 | 0.09% | 5,990 | -950 | -13.7% | -$4.34万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $28.66万 | 0.10% | 1,550 | 125 | 8.8% | $2.31万 | 加仓 |
| DWM | WISDOMTREE TR | $29.18万 | 0.10% | 4,175 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $29.49万 | 0.10% | 2,250 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $30.42万 | 0.11% | 509 | 2 | 0.4% | $1,195 | 加仓 |
| UNP | UNION PAC CORP | $30.67万 | 0.11% | 1,264 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $31.05万 | 0.11% | 6,491 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $31.85万 | 0.11% | 12,689 | -400 | -3.1% | -$1.00万 | 减仓 |
| AMGN | AMGEN INC | $32.37万 | 0.11% | 920 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $33.52万 | 0.12% | 1,400 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $34.33万 | 0.12% | 1,668 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.55万 | 0.12% | 1,761 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $38.59万 | 0.13% | 2,213 | 25 | 1.1% | $4,360 | 加仓 |
| VHT | VANGUARD WORLD FD | $38.73万 | 0.13% | 1,422 | -50 | -3.4% | -$1.36万 | 减仓 |
| IWF | ISHARES TR | $42.38万 | 0.15% | 994 | -63 | -6.0% | -$2.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $47.09万 | 0.16% | 2,276 | -23 | -1.0% | -$4,759 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $50.11万 | 0.17% | 1,704 | 1 | 0.1% | $294 | 加仓 |
| MSFT | MICROSOFT CORP | $56.36万 | 0.20% | 1,522 | 1 | 0.1% | $370 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $63.57万 | 0.22% | 3,434 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $79.89万 | 0.28% | 1,829 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $93.26万 | 0.32% | 1,014 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $107.38万 | 0.37% | 3,350 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $121.21万 | 0.42% | 16,140 | -600 | -3.6% | -$4.51万 | 减仓 |
| EES | WISDOMTREE TR | $121.40万 | 0.42% | 20,913 | -1,015 | -4.6% | -$5.89万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.50% | 2 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $254.07万 | 0.88% | 8,847 | -96 | -1.1% | -$2.76万 | 减仓 |
| AAPL | APPLE INC | $281.70万 | 0.98% | 11,100 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $727.52万 | 2.52% | 30,617 | 4,277 | 16.2% | $101.63万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $837.57万 | 2.90% | 38,946 | -590 | -1.5% | -$12.69万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,478.50万 | 5.12% | 159,510 | -1 | -0.0% | -$93 | 减仓 |
| IWM | ISHARES TR | $1,552.13万 | 5.38% | 62,586 | 2,232 | 3.7% | $55.35万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,731.73万 | 6.00% | 292,424 | 9,771 | 3.5% | $57.86万 | 加仓 |
| USFR | WISDOMTREE TR | $2,095.74万 | 7.26% | 416,317 | -219 | -0.1% | -$1.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,568.31万 | 8.89% | 44,498 | -608 | -1.3% | -$35.09万 | 减仓 |
| IEFA | ISHARES TR | $2,962.31万 | 10.26% | 327,219 | 11,700 | 3.7% | $105.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,592.07万 | 19.37% | 730,608 | -4,611 | -0.6% | -$35.29万 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $7,250.49万 | 25.11% | 2,866,941 | 87,628 | 3.2% | $221.61万 | 加仓 |