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NewSquare Capital LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NewSquare Capital LLC
报告期 2026-03-31 · CIK 0001546989
持仓数
211
前50大市值合计
$781.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 14
增持 70
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
-$17.1M
1
-100%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$16.3M
227,498
-50%
减持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
-$15.5M
196,886
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-45%
减持
FTXN
FIRST TRUST NASDAQ OIL & GAS ETF
-$13.1M
324,646
-58%
减持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$11.1M
136,940
-48%
减持
FXN
FIRST TRUST ENERGY ALPHADEX FUND
-$10.4M
535,113
-53%
减持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$9.5M
169,659
-46%
减持
TFI
SPDR MUNICIPAL BOND ETF
-$9.0M
200
-100%
建仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
+$8.8M
292,769
减持
XLY
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD
-$8.6M
307
-99%
建仓
FTXG
FIRST TRUST NASDAQ FOOD & BEVERAGE ETF
+$8.2M
321,340
增持
SPSB
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
+$8.0M
296,214
+1012%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$7.6M
106,981
+18702%
减持
JNK
SPDR HIGH YIELD BOND ETF
-$7.6M
78,724
-45%
减持
SPY
SPDR S&P 500 ETF
-$6.2M
76,691
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$5.4M
238,130
+8%
减持
CVS
CVS HEALTH CORP COM
-$5.3M
506
-99%
减持
ABBV
ABBVIE INC COM
-$5.0M
837
-97%
增持
GIS
GENERAL MLS INC COM
+$4.8M
118,549
+95%
减持
NDAQ
NASDAQ STK MKT INC
-$4.4M
6
-100%
减持
PLD
PROLOGIS INC. COM
-$4.4M
167
-99%
减持
—
LIBERTY MEDIA CORP SERIES C
-$4.2M
18
-100%
减持
CDW
CDW CORP COM
-$3.9M
6
-100%
建仓
CBRL
CRACKER BARREL INC
+$3.9M
46,153
增持
—
EXXON MOBIL CORP COM
+$3.8M
47,483
+1678%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$3.8M
177
-99%
建仓
TROW
PRICE T ROWE GROUP INC COM
+$3.8M
33,485
减持
CVX
CHEVRON CORP NEW COM
-$3.8M
359
-98%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$3.8M
10
-100%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$3.8M
39,520
+10355%
减持
TSLA
TESLA INC COM
-$3.7M
6
-100%
清仓
QLYS
QUALYS INC COM
-$3.6M
0
-100%
减持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
-$3.6M
547,104
-9%
清仓
HRI
HERC HLDGS INC COM
-$3.5M
0
-100%
减持
EWBC
EAST WEST BANCORP INC COM
-$3.3M
32
-100%
增持
KHC
KRAFT HEINZ CO COM
+$3.2M
215,277
+70%
建仓
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$3.2M
31,674
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$3.2M
474,186
-7%
建仓
ACHC
ACADIA HEALTHCARE COMPANY INC COM
+$3.2M
46,807
减持
PAYX
PAYCHEX INC
-$3.1M
34,540
-33%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC COM
+$3.1M
29,166
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$2.9M
525,696
+7%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$2.7M
136,256
-25%
增持
IJH
ISHARES CORE S&P MID CAP ETF
-$2.5M
60,586
+0%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$2.5M
325,200
-7%
减持
MBB
ISHARES MBS BOND ETF
-$2.2M
175,240
-7%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.1M
329,024
+2%
增持
IBM
INTL BUSINESS MACHINES
+$2.0M
37,763
+49%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
-$1.9M
179,723
+5%
增持
EWC
ISHARES MSCI CANADA INDEX
+$1.8M
86,774
+221%
减持
IYY
ISHARES TR DOW JONES U S TOTAL MKT INDEX
-$1.5M
0
-100%
减持
EWT
ISHARES MSCI TAIWAN ETF
-$1.5M
1
-100%
增持
AAPL
APPLE INC
-$1.3M
37,944
+1%
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$1.3M
0
-100%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$1.3M
60,934
+8%
增持
MRK
MERCK & CO INC
+$1.1M
67,027
+11%
增持
PFE
PFIZER INC COM
+$1.1M
113,405
+22%
减持
PIE
POWERSHARES DWA EMERGING MARKETS
-$1.1M
126,424
-14%
建仓
TUR
ISHARES MSCI TURKEY INDEX FUND
+$1.0M
54,845
增持
UNM
UNUM GROUP COM
+$974.0K
162,329
+12%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$972.0K
701
-88%
增持
—
KELLOGG CO COM
+$963.0K
76,455
+10%
减持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
-$948.0K
83,848
-14%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$908.0K
26,037
-41%
建仓
ECH
ISHARES MSCI CHILE INDEX
+$901.0K
37,440
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$899.0K
72,399
+2%
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$883.0K
17,430
减持
NUE
NUCOR CORP COM
-$876.0K
1
-100%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
-$848.0K
390,847
+10%
减持
COST
COSTCO WHOLESALE CORP
-$841.0K
300
-82%
减持
DBE
POWERSHARES DB ENERGY
+$829.0K
291,980
-1%
减持
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN
-$803.0K
202,734
-1%
增持
—
SEAGATE TECHNOLOGY
-$799.0K
46,288
+1%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$789.0K
31,914
+8%
建仓
TAP
MOLSON COORS BEVERAGE CO CL B
+$750.0K
13,760
减持
MLN
MARKET VECTORS - AMT FREE MUNI
-$723.0K
114,252
-19%
增持
PRU
PRUDENTIAL FINL INC
-$716.0K
56,127
+9%
增持
WPC
WP CAREY INC COM
+$707.0K
65,025
+12%
清仓
—
LSI LOGIC CORP
-$698.0K
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC COM
-$698.0K
0
-100%
增持
DOC
HEALTH CARE PPTY INVS INC
-$689.0K
142,545
+12%
增持
EFA
ISHARES MSCI EAFE ETF
-$674.0K
65,719
+1%
清仓
RIO
RIO TINTO PLC SPON ADR
-$673.0K
0
-100%
减持
R
RYDER SYS INC COM
-$657.0K
0
-100%
增持
AGG
ISHARES AGGREGATE BOND ETF
-$651.0K
129,438
+0%
减持
HYD
MARKET VECTORS ETF HIGH YIELD MUNI INDEX
-$641.0K
120,282
-3%
减持
PZA
POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
-$629.0K
76,244
-21%
增持
KMB
KIMBERLY-CLARK CORP COM
+$625.0K
27,022
+10%
增持
PKG
PACKAGING CORP OF AMERICA
-$620.0K
38,179
+2%
增持
MSFT
MICROSOFT
-$605.0K
12,705
+1%
增持
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$598.0K
29,875
+69%
增持
VLO
VALERO ENERGY CORP
+$597.0K
48,441
+8%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$591.0K
78,455
-6%
增持
TGT
TARGET CORP COM
-$583.0K
12,905
+14%
增持
SPIP
SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETF
-$577.0K
261,361
+2%
增持
CSCO
CISCO SYS INC
-$566.0K
77,935
+12%
增持
GILD
GILEAD SCIENCES INC
+$564.0K
74,695
+10%
增持
CMA
COMERICA INC COM
-$546.0K
67,580
+11%
减持
OUNZ
VAN ECK MERK GOLD TRUST
-$508.0K
33,526
-42%
减持
IAU
ISHARES GOLD TRUST ETF
-$499.0K
127,206
-4%
增持
INTC
INTEL CORP COM
-$493.0K
66,447
+11%
增持
TD
TORONTO DOMINION BANK
-$487.0K
82,891
+11%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$447.0K
23,876
-25%
增持
EPS
WISDOMTREE U.S. LARGECAP FUND
-$439.0K
70,685
+3%
减持
EWW
ISHARES INC MSCI MEXICO
-$431.0K
23,710
-15%
建仓
VONE
VANGUARD RUSSELL 1000 ETF
+$425.0K
2,475
增持
VFC
V F CORP COM
-$393.0K
54,960
+11%
增持
FAF
FIRST AMERICAN CORP
-$393.0K
77,409
+12%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$383.0K
57,513
-3%
增持
JPM
JPMORGAN CHASE & CO COM
-$377.0K
37,518
+11%
增持
VZ
VERIZON COMMUNICATIONS
+$376.0K
86,903
+10%
增持
AMGN
AMGEN INC
+$375.0K
17,176
+9%
增持
PEP
PEPSICO INC COM
+$370.0K
26,954
+9%
增持
CMS
CMS ENERGY CORP COM
+$327.0K
79,593
+10%
增持
SO
SOUTHERN CO COM
+$326.0K
71,431
+9%
增持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
+$321.0K
28,197
+35%
减持
USCI
UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD
-$304.0K
258,785
-1%
减持
HYS
PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
-$289.0K
16,377
-9%
减持
DBO
INVESCO DB OIL FUND
+$283.0K
412,857
-1%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$280.0K
5,570
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
-$272.0K
46,191
+3%
增持
—
LYONDELLBASELL
-$267.0K
47,936
+11%
减持
PGX
POWERSHARES GLOBAL PREFERRED ETF
-$266.0K
78,458
-14%
增持
—
GARMIN LTD SHS
-$238.0K
24,755
+10%
增持
SNY
SANOFI SA
+$222.0K
75,138
+9%
增持
IVV
ISHARES S&P 500 INDEX
+$222.0K
1,329
+114%
减持
INDY
ISHARES TR S&P INDIANIFTY 50 INDEX FD
-$221.0K
19,192
-12%
增持
AVGO
AVAGO TECHNOLOGIES LTD
-$219.0K
1,655
+2%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$204.0K
101,840
+12%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$200.0K
45,577
+9%
增持
VSS
VANGUARD FTSE ALL WORLD EX-US ETF
-$182.0K
19,528
+10%
减持
IHY
VANECK INTERNATIONAL HIGH YIELD BOND ETF
-$179.0K
41,055
-6%
增持
USDU
WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND
+$167.0K
68,080
+4%
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
-$158.0K
21,775
+3%
增持
SCHP
SCHWAB U.S. TIPS ETF
-$158.0K
80,280
+5%
建仓
HYG
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
+$156.0K
2,115
清仓
MCHP
MICROCHIP TECHNOLOGY INC
-$144.0K
0
-100%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$143.0K
1
-100%
增持
OXY
OCCIDENTAL PETE CORP COM
+$141.0K
2,409
+17107%
减持
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
-$140.0K
0
-100%
减持
FTXR
FIRST TRUST NASDAQ TRANSPORTATION ETF
-$139.0K
81
-98%
减持
QSIG
WISDOMTREE FUNDAMENTAL U.S. SHORT-TERM CORPORATE BOND FUND
-$124.0K
7,730
-23%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
-$123.0K
24,400
+2%
增持
AMZN
AMAZON.COM INC
+$119.0K
1,708
+8889%
减持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
-$116.0K
4,880
-30%
增持
MMM
3M CO COM
-$113.0K
24,464
+11%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
+$113.0K
93,178
+5%
增持
WU
WESTERN UNION COMPANY
-$109.0K
201,479
+10%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
+$105.0K
171,633
+6%
增持
PSX
PHILLIPS 66
+$100.0K
34,919
+9%
