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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | $4.15万 | 0.01% | 186 | 2 | 1.1% | $447 | 加仓 |
| WPC | WP CAREY INC | $4.17万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.19万 | 0.01% | 462 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.21万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.23万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $4.23万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $4.25万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.39万 | 0.01% | 275 | 1 | 0.4% | $160 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $4.40万 | 0.01% | 102 | 10 | 10.9% | $4,310 | 加仓 |
| SPYD | SPDR SERIES TRUST | $4.44万 | 0.01% | 931 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.54万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $4.60万 | 0.01% | 1,665 | 1,364 | 453.2% | $3.77万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $4.65万 | 0.01% | 602 | 2 | 0.3% | $154 | 加仓 |
| CLX | CLOROX CO DEL | $4.77万 | 0.01% | 500 | 300 | 150.0% | $2.86万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4.78万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $4.80万 | 0.01% | 1,956 | 2 | 0.1% | $49 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4.81万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4.82万 | 0.01% | 924 | 5 | 0.5% | $261 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $4.91万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4.92万 | 0.01% | 390 | 1 | 0.3% | $126 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5.38万 | 0.01% | 500 | -27 | -5.1% | -$2,903 | 减仓 |
| NVT | NVENT ELEC PLC | $5.48万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $5.59万 | 0.01% | 331 | 2 | 0.6% | $338 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5.64万 | 0.01% | 330 | 330 | — | $5.64万 | 新建仓 |
| — | CALAMOS ETF TR | $5.93万 | 0.01% | 2,293 | 144 | 6.7% | $3,722 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $6.06万 | 0.01% | 1,078 | 1 | 0.1% | $56 | 加仓 |
| ALL | ALLSTATE CORP | $6.28万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $6.29万 | 0.02% | 1,702 | -300 | -15.0% | -$1.11万 | 减仓 |
| QCOM | QUALCOMM INC | $6.38万 | 0.02% | 345 | 1 | 0.3% | $185 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $6.39万 | 0.02% | 973 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $6.61万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $6.87万 | 0.02% | 412 | 2 | 0.5% | $333 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.87万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $6.93万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6.97万 | 0.02% | 1,285 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $6.98万 | 0.02% | 1,796 | 104 | 6.1% | $4,044 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $7.04万 | 0.02% | 748 | -18 | -2.3% | -$1,693 | 减仓 |
| COP | CONOCOPHILLIPS | $7.04万 | 0.02% | 677 | 2 | 0.3% | $208 | 加仓 |
| ETN | EATON CORP PLC | $7.12万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $7.33万 | 0.02% | 522 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $7.40万 | 0.02% | 101 | 1 | 1.0% | $733 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $7.42万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.47万 | 0.02% | 1,038 | 14 | 1.4% | $1,008 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.60万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $8.15万 | 0.02% | 788 | -97 | -11.0% | -$1.00万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $8.33万 | 0.02% | 3,124 | -30 | -1.0% | -$800 | 减仓 |
| GARP | ISHARES TR | $8.42万 | 0.02% | 1,020 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $8.63万 | 0.02% | 1,189 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $8.64万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.73万 | 0.02% | 300 | 130 | 76.5% | $3.78万 | 重新持有 |
| CI | THE CIGNA GROUP | $8.88万 | 0.02% | 322 | 1 | 0.3% | $276 | 加仓 |
| PLD | PROLOGIS INC. | $8.98万 | 0.02% | 663 | 3 | 0.5% | $406 | 加仓 |
| ABBV | ABBVIE INC | $9.13万 | 0.02% | 363 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $9.22万 | 0.02% | 771 | 3 | 0.4% | $359 | 加仓 |
| IR | INGERSOLL RAND INC | $9.38万 | 0.02% | 1,144 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $9.40万 | 0.02% | 148 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $9.58万 | 0.02% | 1,225 | -180 | -12.8% | -$1.41万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $9.70万 | 0.02% | 394 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $10.61万 | 0.03% | 560 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $11.34万 | 0.03% | 1,486 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $11.46万 | 0.03% | 1,605 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $11.63万 | 0.03% | 115 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $11.90万 | 0.03% | 240 | -10 | -4.0% | -$4,957 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $12.24万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $12.65万 | 0.03% | 567 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC | $13.12万 | 0.03% | 3,384 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $13.76万 | 0.03% | 5,713 | -13 | -0.2% | -$313 | 减仓 |
| PEP | PEPSICO INC | $14.63万 | 0.03% | 1,080 | 6 | 0.6% | $813 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $14.78万 | 0.04% | 128 | -906 | -87.6% | -$104.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $14.86万 | 0.04% | 821 | 6 | 0.7% | $1,086 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $14.93万 | 0.04% | 1,127 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $15.35万 | 0.04% | 3,626 | 808 | 28.7% | $3.42万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $15.56万 | 0.04% | 545 | 1 | 0.2% | $286 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $16.07万 | 0.04% | 1,270 | 1 | 0.1% | $127 | 加仓 |
| GLD | SPDR GOLD TR | $16.88万 | 0.04% | 458 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $17.03万 | 0.04% | 1,904 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $17.24万 | 0.04% | 5,707 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $17.48万 | 0.04% | 509 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $18.03万 | 0.04% | 615 | 4 | 0.7% | $1,172 | 加仓 |
| HUBB | HUBBELL INC | $18.13万 | 0.04% | 346 | -25 | -6.7% | -$1.31万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $18.21万 | 0.04% | 2,543 | 10 | 0.4% | $716 | 加仓 |
| ORCL | ORACLE CORP | $18.28万 | 0.04% | 1,248 | 3 | 0.2% | $440 | 加仓 |
| GOOG | ALPHABET INC | $18.82万 | 0.05% | 533 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $19.29万 | 0.05% | 1,320 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.17万 | 0.05% | 189 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.13万 | 0.05% | 1,513 | -209 | -12.1% | -$2.92万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.20万 | 0.05% | 548 | 1 | 0.2% | $387 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $22.97万 | 0.05% | 702 | 500 | 247.5% | $16.36万 | 加仓 |
| APH | AMPHENOL CORP | $23.96万 | 0.06% | 1,359 | 331 | 32.2% | $5.83万 | 加仓 |
| CSCO | CISCO SYS INC | $24.05万 | 0.06% | 2,047 | 9 | 0.4% | $1,057 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.89万 | 0.06% | 4,319 | -2,075 | -32.5% | -$11.96万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $25.00万 | 0.06% | 1,240 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $26.22万 | 0.06% | 775 | 1 | 0.1% | $338 | 加仓 |
| DIS | DISNEY WALT CO | $26.62万 | 0.06% | 2,765 | 64 | 2.4% | $6,161 | 加仓 |
| MFC | MANULIFE FINL CORP | $27.35万 | 0.07% | 6,752 | 801 | 13.5% | $3.24万 | 加仓 |
| MRK | MERCK & CO INC | $28.18万 | 0.07% | 2,193 | 11 | 0.5% | $1,413 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $28.21万 | 0.07% | 2,988 | 779 | 35.3% | $7.36万 | 加仓 |
| META | META PLATFORMS INC | $28.47万 | 0.07% | 505 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $28.94万 | 0.07% | 2,468 | 5 | 0.2% | $586 | 加仓 |
| GEV | GE VERNOVA INC | $32.78万 | 0.08% | 279 | 39 | 16.2% | $4.58万 | 加仓 |