13F 机构持仓

New Perspectives, Inc

TOUGALOO MS · SEC CIK 0001909565

2026Q22026Q1 更早 9 个季度 🔒
$3.26亿2026Q2 申报市值
49持仓数
92.3%前十大占比 · 第一大 24.1%
6 / 1新建仓 / 清仓
申报市值走势$3.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

WCPB 24.1%
SPYM 19.8%
IEFA 10.2%
QQQ 9.8%
USFR 6.8%
SPMD 6.4%
IWM 6.0%
GLDM 3.5%
QQQM 3.1%
VIG 2.8%

2026Q2 买入最多 按季末市值估算

WCPB 加仓+$570.48万
IEFA 加仓+$147.75万
USFR 加仓+$111.11万
ALLSPRING EXCHAN 新建仓+$102.52万
SPMD 加仓+$94.81万

2026Q2 卖出最多 按季末市值估算

GLDM 减仓-$116.74万
QQQ 减仓-$77.03万
COST 清仓-$20.73万
AAPL 减仓-$11.00万
VIG 减仓-$10.70万

2026Q2 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 $00.00%0 -208-100.0% -$20.73万 清仓
VB VANGUARD INDEX FDS $20.43万0.06%674 674— $20.43万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $20.92万0.06%418 418— $20.92万 新建仓
JNJ JOHNSON & JOHNSON $22.69万0.07%893 00.0% — 不变
INTC INTEL CORP $23.86万0.07%1,709 1,709— $23.86万 新建仓
GOOGL ALPHABET INC $24.34万0.07%681 681— $24.34万 新建仓
LNT ALLIANT ENERGY CORP $24.60万0.08%3,224 00.0% — 不变
CB CHUBB LIMITED $25.96万0.08%762 00.0% — 不变
ABBV ABBVIE INC $26.19万0.08%1,041 00.0% — 不变
ADSK AUTODESK INC $27.22万0.08%1,400 00.0% — 不变
SPDW SPDR INDEX SHS FDS $30.18万0.09%5,990 00.0% — 不变
DWM WISDOMTREE TR $30.57万0.09%4,175 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $30.78万0.09%2,250 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $31.05万0.10%10,282 00.0% — 不变
SHM SPDR SERIES TRUST $31.13万0.10%6,491 00.0% — 不变
BOXX EA SERIES TRUST $32.33万0.10%2,761 2,761— $32.33万 新建仓
AMGN AMGEN INC $33.31万0.10%920 00.0% — 不变
UNP UNION PAC CORP $34.38万0.11%1,264 00.0% — 不变
VOO VANGUARD INDEX FDS $34.96万0.11%509 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $36.75万0.11%12,689 00.0% — 不变
CVX CHEVRON CORPORATION $37.73万0.12%2,276 00.0% — 不变
VTV VANGUARD INDEX FDS $38.38万0.12%1,761 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $39.11万0.12%4,734 88823.1% $7.34万 加仓
VXF VANGUARD INDEX FDS $41.07万0.13%1,668 00.0% — 不变
VHT VANGUARD WORLD FD $42.52万0.13%1,422 00.0% — 不变
NVDA NVIDIA CORPORATION $44.28万0.14%2,213 00.0% — 不变
SPXL DIREXION SHARES ETF TRUST $47.37万0.15%1,750 20012.9% $5.41万 加仓
IWF ISHARES TR $47.78万0.15%3,848 -128-3.2% -$1.59万 减仓
JPM JPMORGAN CHASE & CO $55.77万0.17%1,704 00.0% — 不变
MSFT MICROSOFT CORP $56.79万0.17%1,522 00.0% — 不变
EGP EASTGROUP PPTYS INC $69.56万0.21%3,435 10.0% $203 加仓
VUG VANGUARD INDEX FDS $94.53万0.29%10,974 00.0% — 不变
— ALLSPRING EXCHANGE TRADED FU $102.52万0.31%40,902 40,902— $102.52万 新建仓
SHW SHERWIN WILLIAMS CO $115.35万0.35%3,350 00.0% — 不变
LLY ELI LILLY & CO $121.62万0.37%1,014 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $126.92万0.39%15,155 -985-6.1% -$8.25万 减仓
EES WISDOMTREE TR $139.19万0.43%20,533 -380-1.8% -$2.58万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.46%2 00.0% — 不变
VO VANGUARD INDEX FDS $283.02万0.87%35,127 -261-0.7% -$2.10万 减仓
AAPL APPLE INC $310.18万0.95%10,720 -380-3.4% -$11.00万 减仓
VIG VANGUARD SPECIALIZED FUNDS $910.84万2.80%38,494 -452-1.2% -$10.70万 减仓
QQQM INVESCO EXCH TRADED FD TR II $1,006.50万3.09%33,221 2,6048.5% $78.89万 加仓
GLDM WORLD GOLD TR $1,150.09万3.53%144,811 -14,699-9.2% -$116.74万 减仓
IWM ISHARES TR $1,942.50万5.96%64,653 2,0673.3% $62.10万 加仓
SPMD SPDR SERIES TRUST $2,070.42万6.35%306,457 14,0334.8% $94.81万 加仓
USFR WISDOMTREE TR $2,207.27万6.77%438,385 22,0685.3% $111.11万 加仓
QQQ INVESCO QQQ TR $3,199.78万9.82%43,452 -1,046-2.4% -$77.03万 减仓
IEFA ISHARES TR $3,308.03万10.15%342,517 15,2984.7% $147.75万 加仓
SPYM SPDR SERIES TRUST $6,446.50万19.78%733,557 2,9490.4% $25.92万 加仓
WCPB NORTHERN LTS FD TR II $7,838.17万24.05%3,091,982 225,0417.8% $570.48万 加仓