New England Capital Financial Advisors LLC
MERIDEN CT · SEC CIK 0001964652
$4.18亿2026Q2 申报市值
430持仓数
80.7%前十大占比 · 第一大 23.1%
21 / 18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
HFSI 加仓+$693.82万
CGGR 加仓+$652.57万
CGDV 加仓+$436.90万
TOUS 加仓+$364.04万
VCRB 加仓+$325.11万
2026Q2 卖出最多 按季末市值估算
CGCP 减仓-$289.45万
MU 减仓-$104.58万
SPYG 减仓-$47.32万
PDBC 减仓-$42.31万
SPYV 减仓-$37.28万
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 |
|---|---|---|---|---|---|---|---|---|
| HBM | HUDBAY MINERALS INC | $1.27万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $1.29万 | 0.00% | 344 | -92 | -21.1% | -$3,456 | 减仓 |
| VTRS | VIATRIS INC | $1.32万 | 0.00% | 830 | 5 | 0.6% | $79 | 加仓 |
| VDE | VANGUARD WORLD FD | $1.32万 | 0.00% | 88 | 1 | 1.1% | $150 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.33万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.33万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.33万 | 0.00% | 145 | 1 | 0.7% | $92 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1.35万 | 0.00% | 147 | 1 | 0.7% | $92 | 加仓 |
| VTR | VENTAS INC | $1.35万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.36万 | 0.00% | 121 | 1 | 0.8% | $112 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.36万 | 0.00% | 713 | 10 | 1.4% | $191 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $1.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.43万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $1.44万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $1.45万 | 0.00% | 177 | 177 | — | $1.45万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $1.46万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.48万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $1.49万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $1.51万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $1.51万 | 0.00% | 654 | 6 | 0.9% | $139 | 加仓 |
| — | CALAMOS ETF TR | $1.52万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $1.54万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $1.58万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.60万 | 0.00% | 280 | 2 | 0.7% | $115 | 加仓 |
| SLV | ISHARES SILVER TR | $1.61万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.63万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $1.70万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.70万 | 0.00% | 24 | 3 | 14.3% | $2,128 | 加仓 |
| USB | US BANCORP | $1.73万 | 0.00% | 287 | 3 | 1.1% | $181 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.76万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $1.82万 | 0.00% | 2,923 | 126 | 4.5% | $785 | 加仓 |
| NKE | NIKE INC | $1.83万 | 0.00% | 446 | -24 | -5.1% | -$986 | 减仓 |
| PFF | ISHARES TR | $1.85万 | 0.00% | 606 | 5 | 0.8% | $153 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.90万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1.90万 | 0.00% | 277 | 3 | 1.1% | $205 | 加仓 |
| SRE | SEMPRA | $1.90万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.90万 | 0.00% | 221 | 1 | 0.5% | $86 | 加仓 |
| SMH | VANECK ETF TRUST | $1.91万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.92万 | 0.00% | 150 | -150 | -50.0% | -$1.92万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1.93万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.98万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.99万 | 0.00% | 908 | 8 | 0.9% | $176 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $2.00万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $2.03万 | 0.00% | 116 | 1 | 0.9% | $175 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.04万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.05万 | 0.00% | 648 | 5 | 0.8% | $159 | 加仓 |
| ROKU | ROKU INC | $2.07万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.08万 | 0.00% | 793 | -291 | -26.8% | -$7,626 | 减仓 |
| VMC | VULCAN MATLS CO | $2.10万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2.15万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.16万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $2.22万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $2.25万 | 0.01% | 300 | 300 | — | $2.25万 | 新建仓 |
| ARTY | ISHARES TR | $2.26万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2.32万 | 0.01% | 105 | 105 | — | $2.32万 | 新建仓 |
| MMM | 3M CO | $2.35万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $2.36万 | 0.01% | 106 | -106 | -50.0% | -$2.36万 | 减仓 |
| FDX | FEDEX CORP | $2.38万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $2.38万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2.40万 | 0.01% | 1,724 | 9 | 0.5% | $125 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $2.40万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $2.44万 | 0.01% | 428 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $2.47万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $2.48万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2.50万 | 0.01% | 311 | 3 | 1.0% | $241 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.59万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.62万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $2.69万 | 0.01% | 257 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $2.71万 | 0.01% | 686 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $2.78万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.87万 | 0.01% | 496 | 3 | 0.6% | $174 | 加仓 |
| KHC | KRAFT HEINZ CO | $2.88万 | 0.01% | 1,221 | -30 | -2.4% | -$709 | 减仓 |
| SO | SOUTHERN CO | $2.90万 | 0.01% | 303 | 68 | 28.9% | $6,503 | 加仓 |
| UI | UBIQUITI INC | $2.99万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.02万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $3.05万 | 0.01% | 1,212 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.07万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3.09万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $3.21万 | 0.01% | 753 | 1 | 0.1% | $43 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.22万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3.27万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $3.28万 | 0.01% | 641 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $3.31万 | 0.01% | 2,432 | 69 | 2.9% | $939 | 加仓 |
| — | WEBSTER FINL CORP | $3.35万 | 0.01% | 438 | 1 | 0.2% | $76 | 加仓 |
| GLW | CORNING INC | $3.36万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3.38万 | 0.01% | 112 | 76 | 211.1% | $2.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.45万 | 0.01% | 93 | -67 | -41.9% | -$2.48万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $3.51万 | 0.01% | 391 | 1 | 0.3% | $90 | 加仓 |
| MGK | VANGUARD WORLD FD | $3.52万 | 0.01% | 400 | -465 | -53.8% | -$4.09万 | 减仓 |
| C | CITIGROUP INC | $3.53万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $3.63万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3.71万 | 0.01% | 1,000 | -700 | -41.2% | -$2.60万 | 减仓 |
| — | CALAMOS ETF TR | $3.82万 | 0.01% | 1,306 | 1,125 | 621.5% | $3.29万 | 加仓 |
| KVUE | KENVUE INC | $3.83万 | 0.01% | 2,003 | -80 | -3.8% | -$1,529 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.84万 | 0.01% | 852 | 3 | 0.4% | $135 | 加仓 |
| IWD | ISHARES TR | $3.94万 | 0.01% | 163 | 1 | 0.6% | $242 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $4.05万 | 0.01% | 264 | 1 | 0.4% | $153 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.13万 | 0.01% | 500 | -514 | -50.7% | -$4.25万 | 减仓 |
| LLY | ELI LILLY & CO | $4.13万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |