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 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $1.89万 | 0.01% | 257 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $1.84万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL CORP. | $1.84万 | 0.01% | 613 | 4 | 0.7% | $120 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.83万 | 0.01% | 274 | 1 | 0.4% | $67 | 加仓 |
| PFF | ISHARES TR | $1.82万 | 0.00% | 601 | 2 | 0.3% | $61 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.80万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.79万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.78万 | 0.00% | 278 | 3 | 1.1% | $192 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.78万 | 0.00% | 236 | -66 | -21.9% | -$4,966 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.76万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.74万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.73万 | 0.00% | 900 | 7 | 0.8% | $134 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.71万 | 0.00% | 198 | 198 | — | $1.71万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $1.66万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.63万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $1.62万 | 0.00% | 436 | -92 | -17.4% | -$3,429 | 减仓 |
| ADBE | ADOBE INC | $1.58万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $1.51万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.51万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.51万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1.50万 | 0.00% | 274 | 3 | 1.1% | $164 | 加仓 |
| — | CALAMOS ETF TR | $1.49万 | 0.00% | 566 | -19 | -3.2% | -$502 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1.49万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.48万 | 0.00% | 284 | 3 | 1.1% | $156 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.48万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.45万 | 0.00% | 174 | 1 | 0.6% | $84 | 加仓 |
| ROKU | ROKU INC | $1.42万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.39万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $1.38万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.36万 | 0.00% | 703 | 111 | 18.8% | $2,141 | 加仓 |
| DRD | DRDGOLD LIMITED | $1.36万 | 0.00% | 462 | 3 | 0.7% | $88 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.35万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.32万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1.27万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.26万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.25万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.25万 | 0.00% | 146 | 1 | 0.7% | $85 | 加仓 |
| VTR | VENTAS INC | $1.24万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $1.21万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $1.21万 | 0.00% | 648 | 5 | 0.8% | $93 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.20万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $1.19万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| AMAL | AMALGAMATED FINANCIAL CORP | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1.15万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.15万 | 0.00% | 120 | 1 | 0.8% | $96 | 加仓 |
| HBM | HUDBAY MINERALS INC | $1.13万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1.13万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1.13万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $1.13万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $1.11万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.11万 | 0.00% | 825 | 7 | 0.9% | $95 | 加仓 |
| — | CALAMOS ETF TR | $1.10万 | 0.00% | 408 | -40 | -8.9% | -$1,080 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1.09万 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1.07万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1.06万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.03万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1.01万 | 0.00% | 206 | 1 | 0.5% | $49 | 加仓 |
| XYZ | BLOCK INC | $9,750 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9,691 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $9,603 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $9,401 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $9,189 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $9,150 | 0.00% | 148 | -405 | -73.2% | -$2.50万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,085 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $9,076 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $8,953 | 0.00% | 215 | 2 | 0.9% | $83 | 加仓 |
| O | REALTY INCOME CORP | $8,933 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $8,867 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $8,748 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $8,588 | 0.00% | 229 | -699 | -75.3% | -$2.62万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $8,500 | 0.00% | 206 | 2 | 1.0% | $83 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,488 | 0.00% | 36 | -12 | -25.0% | -$2,829 | 减仓 |
| BHVN | BIOHAVEN LTD | $8,460 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $8,346 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $8,311 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $8,243 | 0.00% | 100 | 100 | — | $8,243 | 新建仓 |
| EVRG | EVERGY INC | $8,192 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $8,179 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $8,116 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7,794 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $7,699 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,478 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7,365 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $7,266 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $7,237 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $7,092 | 0.00% | 191 | 3 | 1.6% | $111 | 加仓 |
| WPP | WPP PLC NEW | $7,079 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $6,765 | 0.00% | 500 | 500 | — | $6,765 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $6,710 | 0.00% | 536 | 17 | 3.3% | $213 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6,635 | 0.00% | 1,319 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $6,616 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $6,559 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $6,484 | 0.00% | 251 | 1 | 0.4% | $26 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $6,323 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $6,147 | 0.00% | 304 | 2 | 0.7% | $40 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6,032 | 0.00% | 136 | 2 | 1.5% | $89 | 加仓 |
| P | EVERPURE INC | $5,904 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $5,797 | 0.00% | 643 | 3 | 0.5% | $27 | 加仓 |
| — | ROUNDHILL ETF TRUST | $5,717 | 0.00% | 925 | 925 | — | $5,717 | 新建仓 |