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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $32.97万 | 0.08% | 923 | 1 | 0.1% | $357 | 加仓 |
| MCD | MCDONALDS CORP | $33.30万 | 0.08% | 1,232 | 3 | 0.2% | $811 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.79万 | 0.08% | 4,607 | 12 | 0.3% | $880 | 加仓 |
| T | AT&T INC | $34.74万 | 0.08% | 16,782 | 2,021 | 13.7% | $4.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.73万 | 0.09% | 884 | -43 | -4.6% | -$1.79万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $39.24万 | 0.09% | 8,911 | 34 | 0.4% | $1,497 | 加仓 |
| HD | HOME DEPOT INC | $39.84万 | 0.10% | 1,130 | -29 | -2.5% | -$1.02万 | 减仓 |
| GE | GE AEROSPACE | $46.21万 | 0.11% | 1,237 | 184 | 17.5% | $6.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.89万 | 0.11% | 2,829 | 4 | 0.1% | $663 | 加仓 |
| EFX | EQUIFAX INC | $48.16万 | 0.12% | 3,034 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.40万 | 0.12% | 1,175 | -10 | -0.8% | -$4,204 | 减仓 |
| SLYV | SPDR SERIES TRUST | $51.56万 | 0.12% | 4,726 | 11 | 0.2% | $1,200 | 加仓 |
| KO | COCA COLA CO | $55.68万 | 0.13% | 6,852 | 825 | 13.7% | $6.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.34万 | 0.13% | 1,126 | 200 | 21.6% | $10.01万 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $59.49万 | 0.14% | 19,876 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $60.72万 | 0.15% | 1,236 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $64.07万 | 0.15% | 8,865 | 11 | 0.1% | $795 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $72.64万 | 0.17% | 2,860 | 509 | 21.7% | $12.93万 | 加仓 |
| AMZN | AMAZON COM INC | $72.99万 | 0.17% | 3,062 | -90 | -2.9% | -$2.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $74.70万 | 0.18% | 3,733 | -138 | -3.6% | -$2.76万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $80.52万 | 0.19% | 14,284 | -268 | -1.8% | -$1.51万 | 减仓 |
| WMT | WALMART INC | $91.04万 | 0.22% | 8,038 | 23 | 0.3% | $2,605 | 加仓 |
| MSFT | MICROSOFT CORP | $92.63万 | 0.22% | 2,483 | 1,001 | 67.5% | $37.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $114.36万 | 0.27% | 7,798 | 491 | 6.7% | $7.20万 | 加仓 |
| — | EXXON MOBIL CORP | $117.80万 | 0.28% | 8,616 | 216 | 2.6% | $2.95万 | 加仓 |
| RTX | RTX CORPORATION | $132.15万 | 0.32% | 6,965 | 1,202 | 20.9% | $22.81万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $139.99万 | 0.33% | 16,340 | 4,757 | 41.1% | $40.75万 | 加仓 |
| — | CALAMOS ETF TR | $145.72万 | 0.35% | 54,586 | -2,000 | -3.5% | -$5.34万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $169.82万 | 0.41% | 66,000 | -8,129 | -11.0% | -$20.92万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $205.98万 | 0.49% | 18,376 | 297 | 1.6% | $3.33万 | 加仓 |
| AAPL | APPLE INC | $229.24万 | 0.55% | 7,922 | -244 | -3.0% | -$7.06万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $296.74万 | 0.71% | 133,126 | -129,858 | -49.4% | -$289.45万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $371.11万 | 0.89% | 233,698 | -26,644 | -10.2% | -$42.31万 | 减仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $491.27万 | 1.17% | 128,034 | 94,877 | 286.1% | $364.04万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $613.97万 | 1.47% | 116,106 | 1,742 | 1.5% | $9.21万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $712.77万 | 1.70% | 251,152 | 8,853 | 3.7% | $25.12万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $787.04万 | 1.88% | 66,065 | -465 | -0.7% | -$5.54万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $800.18万 | 1.91% | 291,291 | 8,526 | 3.0% | $23.42万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,081.12万 | 2.58% | 214,550 | -7,182 | -3.2% | -$36.19万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,140.64万 | 2.73% | 231,462 | 88,657 | 62.1% | $436.90万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,193.02万 | 2.85% | 196,252 | -6,132 | -3.0% | -$37.28万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,207.29万 | 2.89% | 101,462 | -3,977 | -3.8% | -$47.32万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $1,753.96万 | 4.19% | 508,246 | 11,589 | 2.3% | $39.99万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,682.82万 | 6.41% | 126,090 | 11,632 | 10.2% | $247.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,913.78万 | 6.97% | 233,551 | 15,227 | 7.0% | $189.97万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $4,888.59万 | 11.69% | 632,969 | 42,095 | 7.1% | $325.11万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7,230.54万 | 17.29% | 1,531,893 | 138,256 | 9.9% | $652.57万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $9,641.82万 | 23.05% | 2,742,268 | 197,332 | 7.8% | $693.82万 | 加仓 |