NewCorp Financial Services, Inc.
ALPHARETTA GA · SEC CIK 0002110453
$1.31亿2026Q2 申报市值
54持仓数
75.1%前十大占比 · 第一大 16.0%
3 / 1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
VOO 加仓+$74.11万
SFLR 加仓+$52.63万
IEFA 加仓+$47.81万
BND 加仓+$47.76万
VO 加仓+$43.76万
2026Q2 卖出最多 按季末市值估算
SCMB 清仓-$89.53万
DY 重新持有-$22.85万
VTI 减仓-$13.91万
INNOVATOR ETFS T 重新持有-$9.50万
IBIT 减仓-$8.37万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCMB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -35,138 | -100.0% | -$89.53万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $20.27万 | 0.16% | 4,973 | -2,330 | -31.9% | -$9.50万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.38万 | 0.16% | 5,803 | 5,803 | — | $20.38万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $20.61万 | 0.16% | 4,547 | 4,547 | — | $20.61万 | 新建仓 |
| MSFT | MICROSOFT CORP | $21.12万 | 0.16% | 566 | 2 | 0.4% | $746 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.52万 | 0.16% | 430 | 1 | 0.2% | $500 | 加仓 |
| GOOGL | ALPHABET INC | $21.55万 | 0.16% | 603 | -138 | -18.6% | -$4.93万 | 减仓 |
| HD | HOME DEPOT INC | $22.19万 | 0.17% | 629 | 1 | 0.2% | $353 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $22.68万 | 0.17% | 10,429 | 496 | 5.0% | $1.08万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $23.48万 | 0.18% | 4,211 | -412 | -8.9% | -$2.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.74万 | 0.19% | 7,911 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $25.38万 | 0.19% | 502 | -452 | -47.4% | -$22.85万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $25.66万 | 0.20% | 7,127 | 235 | 3.4% | $8,459 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $26.23万 | 0.20% | 8,267 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $27.98万 | 0.21% | 1,174 | -113 | -8.8% | -$2.69万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $30.13万 | 0.23% | 7,131 | -401 | -5.3% | -$1.69万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $31.71万 | 0.24% | 8,572 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $32.83万 | 0.25% | 5,808 | 14 | 0.2% | $791 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.93万 | 0.26% | 12,554 | 1,291 | 11.5% | $3.49万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $34.89万 | 0.27% | 9,563 | 247 | 2.7% | $9,011 | 加仓 |
| GPC | GENUINE PARTS CO | $39.16万 | 0.30% | 3,319 | 3,319 | — | $39.16万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $42.02万 | 0.32% | 13,926 | -104 | -0.7% | -$3,138 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $44.51万 | 0.34% | 10,679 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $44.90万 | 0.34% | 10,922 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $50.21万 | 0.38% | 20,800 | 3,977 | 23.6% | $9.60万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.05万 | 0.39% | 15,336 | -2,513 | -14.1% | -$8.37万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $53.56万 | 0.41% | 11,719 | 357 | 3.1% | $1.63万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.14万 | 0.42% | 27,076 | 3,198 | 13.4% | $6.51万 | 加仓 |
| MTZ | MASTEC INC | $55.54万 | 0.43% | 1,335 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $62.70万 | 0.48% | 23,950 | 877 | 3.8% | $2.30万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $63.86万 | 0.49% | 32,558 | 3,330 | 11.4% | $6.53万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $66.32万 | 0.51% | 14,452 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $66.83万 | 0.51% | 17,550 | -1,401 | -7.4% | -$5.33万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $70.05万 | 0.54% | 35,875 | 3,510 | 10.8% | $6.85万 | 加仓 |
| AFL | AFLAC INC | $75.86万 | 0.58% | 6,470 | -54 | -0.8% | -$6,331 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $78.95万 | 0.60% | 24,897 | 285 | 1.2% | $9,038 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $88.47万 | 0.68% | 3,739 | 6 | 0.2% | $1,420 | 加仓 |
| VTI | VANGUARD INDEX FDS | $105.80万 | 0.81% | 2,859 | -376 | -11.6% | -$13.91万 | 减仓 |
| AAPL | APPLE INC | $107.76万 | 0.82% | 3,724 | -176 | -4.5% | -$5.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $119.83万 | 0.92% | 36,556 | 459 | 1.3% | $1.50万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $136.54万 | 1.05% | 52,820 | 1,746 | 3.4% | $4.51万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $179.93万 | 1.38% | 46,554 | -433 | -0.9% | -$1.67万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $315.19万 | 2.41% | 91,974 | 4,034 | 4.6% | $13.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $392.66万 | 3.01% | 74,018 | 6,246 | 9.2% | $33.13万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $396.60万 | 3.04% | 145,115 | 5,757 | 4.1% | $15.73万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $532.07万 | 4.07% | 105,194 | -432 | -0.4% | -$2.19万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $540.01万 | 4.13% | 144,155 | 7,235 | 5.3% | $27.10万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $705.24万 | 5.40% | 149,416 | 2,461 | 1.7% | $11.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $738.11万 | 5.65% | 24,350 | 727 | 3.1% | $22.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $860.80万 | 6.59% | 163,464 | 6,711 | 4.3% | $35.34万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $932.70万 | 7.14% | 241,758 | 13,641 | 6.0% | $52.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $951.17万 | 7.28% | 118,055 | 5,431 | 4.8% | $43.76万 | 加仓 |
| IEFA | ISHARES TR | $1,183.99万 | 9.06% | 122,591 | 4,950 | 4.2% | $47.81万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,285.40万 | 9.84% | 175,099 | 6,506 | 3.9% | $47.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,084.16万 | 15.95% | 30,346 | 1,079 | 3.7% | $74.11万 | 加仓 |