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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $7.89万 | 0.02% | 363 | -175 | -32.5% | -$3.81万 | 减仓 |
| INTC | INTEL CORP | $7.60万 | 0.02% | 1,722 | -108 | -5.9% | -$4,767 | 减仓 |
| ALLE | ALLEGION PLC | $7.58万 | 0.02% | 522 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $7.18万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.11万 | 0.02% | 410 | 2 | 0.5% | $347 | 加仓 |
| ENB | ENBRIDGE INC | $6.96万 | 0.02% | 1,285 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $6.89万 | 0.02% | 169 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $6.77万 | 0.02% | 1,700 | 700 | 70.0% | $2.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $6.76万 | 0.02% | 1,024 | 17 | 1.7% | $1,122 | 加仓 |
| VGT | VANGUARD WORLD FD | $6.72万 | 0.02% | 96 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $6.68万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.55万 | 0.02% | 270 | -200 | -42.6% | -$4.85万 | 减仓 |
| GARP | ISHARES TR | $6.52万 | 0.02% | 1,020 | 1,020 | — | $6.52万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $6.36万 | 0.02% | 173 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6.35万 | 0.02% | 885 | 5 | 0.6% | $359 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $6.22万 | 0.02% | 973 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $6.11万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6.00万 | 0.02% | 329 | 1 | 0.3% | $182 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5.98万 | 0.02% | 92 | -25 | -21.4% | -$1.62万 | 减仓 |
| ETN | EATON CORP PLC | $5.97万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5.93万 | 0.02% | 202 | -29 | -12.6% | -$8,513 | 减仓 |
| QQQ | INVESCO QQQ TR | $5.76万 | 0.02% | 100 | 1 | 1.0% | $576 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $5.64万 | 0.02% | 600 | 2 | 0.3% | $188 | 加仓 |
| CMCSA | COMCAST CORP NEW | $5.61万 | 0.02% | 1,954 | 3 | 0.2% | $86 | 加仓 |
| ALL | ALLSTATE CORP | $5.47万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $5.45万 | 0.01% | 766 | -69 | -8.3% | -$4,905 | 减仓 |
| — | CALAMOS ETF TR | $5.43万 | 0.01% | 2,149 | 823 | 62.1% | $2.08万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5.42万 | 0.01% | 389 | -103 | -20.9% | -$1.44万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $5.18万 | 0.01% | 527 | -103 | -16.3% | -$1.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5.13万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $4.97万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.86万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $4.78万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.74万 | 0.01% | 462 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4.43万 | 0.01% | 344 | 2 | 0.6% | $257 | 加仓 |
| UI | UBIQUITI INC | $4.42万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $4.39万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4.33万 | 0.01% | 919 | 5 | 0.5% | $236 | 加仓 |
| YUM | YUM BRANDS INC | $4.25万 | 0.01% | 274 | 1 | 0.4% | $155 | 加仓 |
| SPYD | SPDR SERIES TRUST | $4.24万 | 0.01% | 931 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $4.23万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.13万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $4.03万 | 0.01% | 340 | 2 | 0.6% | $237 | 加仓 |
| WPC | WP CAREY INC | $3.96万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $3.89万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3.87万 | 0.01% | 420 | 5 | 1.2% | $461 | 加仓 |
| NVT | NVENT ELEC PLC | $3.82万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $3.80万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3.59万 | 0.01% | 2,083 | -491 | -19.1% | -$8,464 | 减仓 |
| AVGO | BROADCOM INC | $3.47万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $3.46万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $3.43万 | 0.01% | 184 | 2 | 1.1% | $373 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.29万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3.24万 | 0.01% | 280 | 1 | 0.4% | $116 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3.21万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $3.16万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.14万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $3.05万 | 0.01% | 752 | 1 | 0.1% | $40 | 加仓 |
| — | WEBSTER FINL CORP | $3.04万 | 0.01% | 437 | 311 | 246.8% | $2.16万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $2.94万 | 0.01% | 263 | 1 | 0.4% | $112 | 加仓 |
| MPC | MARATHON PETE CORP | $2.88万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.86万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.84万 | 0.01% | 493 | 4 | 0.8% | $230 | 加仓 |
| KHC | KRAFT HEINZ CO | $2.81万 | 0.01% | 1,251 | 12 | 1.0% | $270 | 加仓 |
| PNR | PENTAIR PLC | $2.81万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $2.81万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $2.80万 | 0.01% | 2,363 | 72 | 3.1% | $853 | 加仓 |
| — | CALAMOS ETF TR | $2.77万 | 0.01% | 1,084 | 686 | 172.4% | $1.76万 | 加仓 |
| FDX | FEDEX CORP | $2.70万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.69万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $2.60万 | 0.01% | 641 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.57万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.56万 | 0.01% | 175 | -35 | -16.7% | -$5,120 | 减仓 |
| NKE | NIKE INC | $2.48万 | 0.01% | 470 | 202 | 75.4% | $1.07万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2.45万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $2.42万 | 0.01% | 6,000 | 4,000 | 200.0% | $1.62万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $2.39万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $2.39万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $2.31万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $2.31万 | 0.01% | 686 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2.30万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $2.29万 | 0.01% | 1,212 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.27万 | 0.01% | 235 | 2 | 0.9% | $193 | 加仓 |
| NUE | NUCOR CORP | $2.11万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $2.11万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.10万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.10万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $2.08万 | 0.01% | 428 | 2 | 0.5% | $97 | 加仓 |
| CLX | CLOROX CO DEL | $2.07万 | 0.01% | 200 | 200 | — | $2.07万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $2.06万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $2.05万 | 0.01% | 301 | 301 | — | $2.05万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.02万 | 0.01% | 849 | 3 | 0.4% | $71 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.99万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.99万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.99万 | 0.01% | 124 | -230 | -65.0% | -$3.69万 | 减仓 |
| F | FORD MTR CO | $1.98万 | 0.01% | 1,715 | -75 | -4.2% | -$866 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.97万 | 0.01% | 643 | 5 | 0.8% | $153 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.94万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.94万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $1.91万 | 0.01% | 2,797 | 101 | 3.7% | $691 | 加仓 |