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 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | $2.07万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.05万 | 0.00% | 648 | 5 | 0.8% | $159 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.04万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $2.03万 | 0.00% | 116 | 1 | 0.9% | $175 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $2.00万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.99万 | 0.00% | 908 | 8 | 0.9% | $176 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.98万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.93万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.92万 | 0.00% | 150 | -150 | -50.0% | -$1.92万 | 减仓 |
| SMH | VANECK ETF TRUST | $1.91万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.90万 | 0.00% | 221 | 1 | 0.5% | $86 | 加仓 |
| SRE | SEMPRA | $1.90万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1.90万 | 0.00% | 277 | 3 | 1.1% | $205 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.90万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.85万 | 0.00% | 606 | 5 | 0.8% | $153 | 加仓 |
| NKE | NIKE INC | $1.83万 | 0.00% | 446 | -24 | -5.1% | -$986 | 减仓 |
| — | CION INVT CORP | $1.82万 | 0.00% | 2,923 | 126 | 4.5% | $785 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.76万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.73万 | 0.00% | 287 | 3 | 1.1% | $181 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.70万 | 0.00% | 24 | 3 | 14.3% | $2,128 | 加仓 |
| ETR | ENTERGY CORP NEW | $1.70万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.63万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.61万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.60万 | 0.00% | 280 | 2 | 0.7% | $115 | 加仓 |
| SGOL | ETFS GOLD TR | $1.58万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $1.54万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.52万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $1.51万 | 0.00% | 654 | 6 | 0.9% | $139 | 加仓 |
| BAX | BAXTER INTL INC | $1.51万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $1.49万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.48万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.46万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $1.45万 | 0.00% | 177 | 177 | — | $1.45万 | 新建仓 |
| ASH | ASHLAND INC | $1.44万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.43万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMAL | AMALGAMATED FINANCIAL CORP | $1.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.36万 | 0.00% | 713 | 10 | 1.4% | $191 | 加仓 |
| SJM | SMUCKER J M CO | $1.36万 | 0.00% | 121 | 1 | 0.8% | $112 | 加仓 |
| VTR | VENTAS INC | $1.35万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.35万 | 0.00% | 147 | 1 | 0.7% | $92 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.33万 | 0.00% | 145 | 1 | 0.7% | $92 | 加仓 |
| ADBE | ADOBE INC | $1.33万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1.33万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.32万 | 0.00% | 88 | 1 | 1.1% | $150 | 加仓 |
| VTRS | VIATRIS INC | $1.32万 | 0.00% | 830 | 5 | 0.6% | $79 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $1.29万 | 0.00% | 344 | -92 | -21.1% | -$3,456 | 减仓 |
| HBM | HUDBAY MINERALS INC | $1.27万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1.25万 | 0.00% | 102 | 1 | 1.0% | $123 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.25万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.24万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.23万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.23万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1.18万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.15万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.14万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1.12万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1.12万 | 0.00% | 319 | 4 | 1.3% | $140 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.12万 | 0.00% | 135 | -168 | -55.4% | -$1.39万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.10万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1.09万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.07万 | 0.00% | 208 | -21 | -9.2% | -$1,080 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $1.07万 | 0.00% | 351 | -262 | -42.7% | -$7,968 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.06万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1.05万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.04万 | 0.00% | 208 | 2 | 1.0% | $100 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.03万 | 0.00% | 15 | 14 | 1,400.0% | $9,616 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.02万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.01万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.01万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.00万 | 0.00% | 167 | 2 | 1.2% | $120 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.00万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $9,996 | 0.00% | 63 | -38 | -37.6% | -$6,029 | 减仓 |
| DRD | DRDGOLD LIMITED | $9,832 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $9,615 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $9,047 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $8,684 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $8,643 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $8,484 | 0.00% | 208 | 2 | 1.0% | $82 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $8,439 | 0.00% | 77 | 1 | 1.3% | $110 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $8,420 | 0.00% | 1,000 | -5,000 | -83.3% | -$4.21万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $8,224 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8,185 | 0.00% | 24 | -100 | -80.6% | -$3.41万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $8,139 | 0.00% | 60 | -121 | -66.9% | -$1.64万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $7,991 | 0.00% | 97 | 97 | — | $7,991 | 新建仓 |
| P | EVERPURE INC | $7,879 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $7,854 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $7,850 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $7,690 | 0.00% | 1,319 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $7,542 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $7,414 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $7,173 | 0.00% | 251 | 251 | — | $7,173 | 新建仓 |
| WAT | WATERS CORP | $7,126 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW | $7,052 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $6,773 | 0.00% | 645 | 645 | — | $6,773 | 新建仓 |
| GIS | GENERAL MILLS INC | $6,746 | 0.00% | 194 | 3 | 1.6% | $104 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $6,591 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $6,310 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $6,258 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $6,196 | 0.00% | 556 | 20 | 3.7% | $223 | 加仓 |