New England Capital Financial Advisors LLC
MERIDEN CT · SEC CIK 0001964652
$3.65亿2026Q1 申报市值
424持仓数
80.4%前十大占比 · 第一大 24.2%
22 / 23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
HFSI 加仓+$7,738.99万
VCRB 加仓+$4,070.78万
CGMU 加仓+$345.48万
CSRE 加仓+$227.49万
SLYG 加仓+$136.49万
2026Q1 卖出最多 按季末市值估算
CGCP 减仓-$652.18万
CGSD 减仓-$476.53万
EVLN 清仓-$300.10万
CGGR 减仓-$115.37万
SPYG 减仓-$79.84万
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 |
|---|---|---|---|---|---|---|---|---|
| SABR | SABRE CORP | $2,175 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $2,233 | 0.00% | 40 | 40 | — | $2,233 | 新建仓 |
| CRM | SALESFORCE INC | $2,268 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $2,318 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2,375 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $2,415 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | FUEL TECH INC | $2,440 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,539 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2,555 | 0.00% | 69 | 69 | — | $2,555 | 新建仓 |
| BE | BLOOM ENERGY CORP | $2,710 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $2,785 | 0.00% | 175 | 175 | — | $2,785 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $2,840 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $2,859 | 0.00% | 43 | 43 | — | $2,859 | 新建仓 |
| ATI | ATI INC | $2,910 | 0.00% | 20 | 20 | — | $2,910 | 新建仓 |
| MTB | M & T BK CORP | $2,937 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2,956 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $3,024 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3,049 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $3,052 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $3,153 | 0.00% | 126 | 126 | — | $3,153 | 新建仓 |
| UA | UNDER ARMOUR INC | $3,226 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $3,671 | 0.00% | 40 | 40 | — | $3,671 | 新建仓 |
| BBY | BEST BUY INC | $3,812 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $3,924 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,961 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $3,996 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $4,090 | 0.00% | 20 | 20 | — | $4,090 | 新建仓 |
| M | MACYS INC | $4,107 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $4,125 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $4,130 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $4,192 | 0.00% | 225 | 100 | 80.0% | $1,863 | 加仓 |
| — | ELECTRONIC ARTS INC | $4,199 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $4,273 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4,523 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $4,554 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $4,593 | 0.00% | 30 | 20 | 200.0% | $3,062 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,632 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $4,817 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $4,841 | 0.00% | 241 | 1 | 0.4% | $20 | 加仓 |
| IWM | ISHARES TR | $4,960 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4,999 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $5,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $5,223 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $5,300 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5,451 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,452 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5,545 | 0.00% | 78 | 9 | 13.0% | $640 | 加仓 |
| WAT | WATERS CORP | $5,659 | 0.00% | 19 | 19 | — | $5,659 | 新建仓 |
| CDE | COEUR MNG INC | $5,707 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $5,717 | 0.00% | 925 | 925 | — | $5,717 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $5,797 | 0.00% | 643 | 3 | 0.5% | $27 | 加仓 |
| P | EVERPURE INC | $5,904 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6,032 | 0.00% | 136 | 2 | 1.5% | $89 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $6,147 | 0.00% | 304 | 2 | 0.7% | $40 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $6,323 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $6,484 | 0.00% | 251 | 1 | 0.4% | $26 | 加仓 |
| — | ETFIS SER TR I | $6,559 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $6,616 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $6,635 | 0.00% | 1,319 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $6,710 | 0.00% | 536 | 17 | 3.3% | $213 | 加仓 |
| SAFE | SAFEHOLD INC | $6,765 | 0.00% | 500 | 500 | — | $6,765 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $6,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW | $7,079 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $7,092 | 0.00% | 191 | 3 | 1.6% | $111 | 加仓 |
| — | CHART INDS INC | $7,237 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $7,266 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7,365 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,478 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $7,699 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7,794 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $8,116 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $8,179 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $8,192 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $8,243 | 0.00% | 100 | 100 | — | $8,243 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $8,311 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $8,346 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $8,460 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,488 | 0.00% | 36 | -12 | -25.0% | -$2,829 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $8,500 | 0.00% | 206 | 2 | 1.0% | $83 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $8,588 | 0.00% | 229 | -699 | -75.3% | -$2.62万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $8,748 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $8,867 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $8,933 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $8,953 | 0.00% | 215 | 2 | 0.9% | $83 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $9,076 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,085 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $9,150 | 0.00% | 148 | -405 | -73.2% | -$2.50万 | 减仓 |
| TTE | TOTALENERGIES SE | $9,189 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $9,401 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $9,603 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9,691 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $9,750 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1.01万 | 0.00% | 206 | 1 | 0.5% | $49 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.03万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1.06万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1.07万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $1.09万 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.10万 | 0.00% | 408 | -40 | -8.9% | -$1,080 | 减仓 |
| VTRS | VIATRIS INC | $1.11万 | 0.00% | 825 | 7 | 0.9% | $95 | 加仓 |
| SMH | VANECK ETF TRUST | $1.11万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |