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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 16
增持 69
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$15.1M
152,982
-64%
减持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
-$13.6M
134,372
-61%
减持
USCI
UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD
-$11.7M
23,956
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。
-91%
增持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
+$9.8M
433,312
+412%
增持
PIE
POWERSHARES DWA EMERGING MARKETS
+$9.8M
669,371
+424%
减持
FXN
FIRST TRUST ENERGY ALPHADEX FUND
-$9.7M
333,625
-66%
减持
FTXG
FIRST TRUST NASDAQ FOOD & BEVERAGE ETF
-$9.7M
212,611
-66%
减持
FTXN
FIRST TRUST NASDAQ OIL & GAS ETF
-$9.6M
211,597
-67%
减持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$8.6M
113,360
-64%
减持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$8.3M
95,810
-65%
建仓
WIP
SPDR INTERNATIONAL GOVERNMENT TIPS ETF
+$7.0M
169,210
减持
DBC
DB COMMODITY INDEX TRACKING
-$6.4M
2,219
-99%
减持
DBE
POWERSHARES DB ENERGY
-$6.1M
1,452
-99%
建仓
MSM
MSC INDL DIRECT INC CL A
+$5.6M
69,013
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.7M
248,835
+4%
增持
ECH
ISHARES MSCI CHILE INDEX
+$4.3M
191,235
+408%
增持
EWC
ISHARES MSCI CANADA INDEX
+$4.3M
213,518
+141%
增持
BKLN
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
+$4.0M
196,246
+45967%
增持
TUR
ISHARES MSCI TURKEY INDEX FUND
+$4.0M
140,752
+158%
减持
SCHP
SCHWAB US TIPS ETF
-$4.0M
411
-99%
增持
INDY
ISHARES TR S&P INDIANIFTY 50 INDEX FD
+$3.9M
111,970
+478%
增持
EWW
ISHARES INC MSCI MEXICO
+$3.8M
97,455
+312%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$3.5M
424,481
+6%
建仓
CAH
CARDINAL HEALTH INC
+$3.5M
45,557
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$3.3M
93
-100%
建仓
—
TRITON INTL LTD CL A
+$3.1M
45,631
减持
WU
WESTERN UNION COMPANY
-$3.0M
55
-100%
建仓
TXRH
TEXAS ROADHOUSE INC COM
+$2.9M
32,347
建仓
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
+$2.8M
35,380
减持
SNPS
SYNOPSYS INC COM
-$2.8M
10
-100%
清仓
—
ARISTA NETWORKS INC COM
-$2.8M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$2.5M
551,247
+4%
减持
TSLA
TESLA INC COM
-$2.4M
84
-99%
增持
GILD
GILEAD SCIENCES INC
+$2.3M
84,103
+6%
增持
MRK
MERCK & CO INC
+$2.1M
74,639
+4%
减持
VLO
VALERO ENERGY CORP
-$2.0M
27,919
-47%
减持
—
SHOCKWAVE MED INC COM
-$2.0M
10
-100%
建仓
INDA
ISHARES MSCI INDIA ETF
+$2.0M
47,910
减持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
-$1.9M
643,980
-7%
减持
T
AT&T INC COM
-$1.9M
1,043
-99%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$1.8M
109,281
+2%
减持
VSS
VANGUARD FTSE ALL WORLD EX-US ETF
-$1.8M
305
-98%
增持
KHC
KRAFT HEINZ CO COM
+$1.6M
168,270
+6%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.5M
42,256
+6%
增持
IBM
INTL BUSINESS MACHINES
+$1.5M
48,021
+8%
建仓
FXF
INVESCO CURRENCYSHARES SWISS FRANC TRUST
+$1.4M
14,815
减持
FXB
INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST
-$1.4M
235
-98%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$1.4M
82,760
+7%
增持
PRU
PRUDENTIAL FINL INC
+$1.3M
64,428
+9%
增持
PFE
PFIZER INC COM
+$1.3M
128,239
+6%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.3M
318,543
-4%
增持
PSX
PHILLIPS 66
+$1.2M
40,477
+7%
增持
SNY
SANOFI SA
+$1.1M
88,391
+7%
增持
WPC
WP CAREY INC COM
+$1.1M
75,805
+10%
增持
GIS
GENERAL MLS INC COM
+$1.1M
123,706
+2%
增持
AMGN
AMGEN INC
+$1.0M
19,796
+7%
减持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$1.0M
176,445
-2%
增持
PKG
PACKAGING CORP OF AMERICA
+$1.0M
44,064
+7%
增持
CMI
CUMMINS INC COM
+$1.0M
15,552
+15%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$996.3K
136,337
+7%
增持
UNM
UNUM GROUP COM
+$952.8K
184,690
+8%
增持
KMB
KIMBERLY-CLARK CORP COM
+$936.1K
30,565
+7%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$917.6K
53,195
+8%
增持
F
FORD MOTOR COMPANY
+$888.3K
469,153
+15%
增持
CSCO
CISCO SYS INC
+$866.3K
87,874
+6%
增持
FAF
FIRST AMERICAN CORP
+$863.8K
90,080
+8%
增持
CMS
CMS ENERGY CORP COM
+$859.7K
92,573
+8%
增持
—
LYONDELLBASELL
+$813.7K
56,940
+10%
增持
IP
INTERNATIONAL PAPER CO COM
+$812.2K
138,411
+10%
减持
MBB
ISHARES MBS BOND ETF
-$794.9K
161,683
-6%
建仓
VOOV
VANGUARD S&P 500 VALUE ETF
+$776.1K
5,541
增持
PEP
PEPSICO INC COM
+$773.1K
30,267
+5%
增持
SO
SOUTHERN CO COM
+$755.1K
83,281
+9%
增持
TD
TORONTO DOMINION BANK
+$736.9K
95,475
+8%
减持
—
EXXON MOBIL CORP COM
+$736.0K
43,119
-6%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$692.9K
63,853
+5%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$677.0K
301,393
-7%
增持
UPS
UNITED PARCEL SERVICE INC
+$625.0K
24,799
+9%
增持
DOC
HEALTH CARE PPTY INVS INC
+$614.9K
165,571
+7%
建仓
—
INVESCO DB SILVER FUND
+$596.0K
18,315
增持
—
KELLOGG CO COM
+$572.9K
88,531
+8%
清仓
CF
CF INDS HLDGS INC COM
-$572.0K
0
-100%
建仓
DBP
INVESCO DB PRECIOUS METALS FUND
+$556.9K
11,590
减持
IJH
ISHARES CORE S&P MID CAP ETF
+$541.9K
55,595
-6%
增持
HPQ
HP INC COM
+$538.6K
137,089
+9%
增持
CBRL
CRACKER BARREL INC
+$528.5K
53,784
+9%
增持
LLY
LILLY ELI & CO COM
+$525.1K
1,449
+9560%
增持
—
GARMIN LTD SHS
+$524.5K
28,915
+8%
减持
EFA
ISHARES MSCI EAFE ETF
+$516.5K
64,678
-3%
减持
SPY
SPDR S&P 500 ETF
+$496.0K
74,186
-5%
减持
AMT
AMERICAN TOWER CORP
-$473.7K
25
-99%
增持
TROW
PRICE T ROWE GROUP INC COM
+$449.0K
38,887
+8%
建仓
DKS
DICKS SPORTING GOODS INC
+$439.7K
3,655
建仓
AOR
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD
+$439.6K
9,321
建仓
DHI
D R HORTON INC COM
+$435.4K
4,885
减持
SPHY
SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF
-$429.6K
449,212
-6%
建仓
PGR
PROGRESSIVE CORP COM
+$417.0K
3,215
建仓
AGCO
AGCO CORP COM
+$398.0K
2,870
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
+$391.2K
49,261
+3%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$370.5K
103,819
-2%
增持
JNK
SPDR HIGH YIELD BOND ETF
+$367.5K
86,139
+2%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$361.2K
19,306
-27%
减持
IVV
ISHARES S&P 500 INDEX
-$347.8K
128
-88%
减持
AAPL
APPLE INC
-$342.7K
36,468
-1%
增持
EPS
WISDOMTREE U.S. LARGECAP FUND
+$340.2K
74,945
+4%
增持
VZ
VERIZON COMMUNICATIONS
+$335.2K
99,446
+5%
减持
HYS
PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
-$316.2K
12,994
-23%
减持
MLN
MARKET VECTORS - AMT FREE MUNI
-$273.4K
51,296
-27%
减持
PGX
POWERSHARES GLOBAL PREFERRED ETF
-$263.7K
59,509
-24%
减持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
-$257.3K
66,055
-1%
增持
—
SEAGATE TECHNOLOGY
+$256.0K
55,427
+11%
增持
MSFT
MICROSOFT
+$249.5K
12,732
+6%
减持
FLTR
VANECK IG FLOATING RATE ETF
-$218.1K
22,825
-28%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$217.4K
341,208
+0%
减持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
-$198.6K
30,389
-2%
增持
TGT
TARGET CORP COM
+$198.1K
15,077
+9%
增持
OUNZ
VANECK MERK GOLD TRUST
+$196.4K
123,706
+0%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$190.6K
156,925
-3%
增持
AMZN
AMAZON.COM INC
+$186.8K
2,736
+620%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$182.3K
14,815
-23%
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
+$180.1K
30,155
+3%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$170.1K
1,540
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$160.2K
132,072
-3%
增持
INTC
INTEL CORP COM
+$159.9K
76,803
+6%
减持
IAU
ISHARES GOLD TRUST ETF
+$157.8K
52,407
-0%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
+$154.8K
165,390
+0%
减持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
-$145.5K
8,601
-26%
减持
HYD
MARKET VECTORS ETF HIGH YIELD MUNI INDEX
-$145.1K
107,990
-4%
减持
COST
COSTCO WHOLESALE CORP
-$140.1K
4
-99%
减持
IHY
VANECK INTERNATIONAL HIGH YIELD BOND ETF
-$134.3K
31,872
-25%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$128.7K
280,169
-2%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$128.0K
0
-100%
减持
PZA
POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
-$125.4K
36,949
-16%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$124.0K
95,334
+1%
增持
CMA
COMERICA INC COM
+$119.4K
78,331
+9%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$97.4K
12,465
+3%
增持
DEM
WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
+$92.1K
20,290
+5%
减持
HD
HOME DEPOT
-$89.1K
313
-54%
减持
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN
-$85.8K
195,383
-1%
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$85.0K
0
-100%
增持
DON
WISDOMTREE MIDCAP DIVIDEND
+$84.2K
18,624
+3%
减持
FDS
FACTSET RESEARCH SYS INC
-$82.9K
6,655
-3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$81.3K
2,523
+126050%
清仓
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
-$81.0K
0
-100%
增持
EES
WISDOMTREE U.S. SMALLCAP FUND
+$79.5K
16,730
+3%
减持
PAYX
PAYCHEX INC
-$78.4K
83
-89%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$74.1K
227
-69%
减持
ACHC
ACADIA HEALTHCARE COMPANY INC COM
+$60.7K
43,862
-3%
减持
VNQ
VANGUARD REIT INDEX ETF
-$60.1K
96
-89%
清仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$59.0K
0
-100%
