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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 9
增持 100
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
+$14.5M
289,896
+144%
增持
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
+$14.0M
86,118
+57312%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$13.7M
361,760
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。
+151%
增持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
+$10.3M
264,884
+219%
增持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$9.5M
247,045
+159%
增持
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
+$9.5M
201,481
+172%
增持
FTXG
FIRST TRUST NASDAQ FOOD & BEVERAGE ETF
+$8.5M
536,591
+160%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$8.0M
275,770
+7%
建仓
IBND
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
+$7.7M
271,882
减持
SPSB
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
-$7.4M
358
-100%
增持
CVS
CVS HEALTH CORP COM
+$6.5M
93,697
+56006%
减持
WPC
WP CAREY INC COM
-$6.2M
1,600
-98%
建仓
EWP
ISHARES INC MSCI SPAIN
+$5.4M
187,288
建仓
EWI
ISHARES MSCI ITALY ETF
+$5.4M
169,639
减持
EWC
ISHARES MSCI CANADA INDEX
-$5.0M
82,393
-64%
减持
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$4.9M
4,345
-94%
减持
TUR
ISHARES MSCI TURKEY INDEX FUND
-$4.5M
225
-100%
增持
JPM
JPMORGAN CHASE & CO COM
+$4.3M
70,209
+54%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$4.2M
610,758
+6%
增持
NVDA
NVIDIA CORP
+$4.0M
9,847
+1910%
减持
CMA
COMERICA INC COM
-$3.8M
12
-100%
减持
NWL
NEWELL BRANDS INC COM
-$3.6M
46
-100%
减持
—
EXXON MOBIL CORP COM
-$3.5M
10,227
-75%
建仓
EME
EMCOR GROUP INC COM
+$3.2M
17,453
清仓
—
TRITON INTL LTD CL A
-$3.0M
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC CL A
+$3.0M
28,810
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$2.5M
491,706
+9%
减持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
-$2.5M
10
-100%
减持
DE
DEERE & CO COM
-$2.4M
2
-100%
减持
SPY
SPDR S&P 500 ETF
+$2.2M
71,850
-1%
增持
UNM
UNUM GROUP COM
+$2.1M
211,184
+5%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$2.1M
68,979
+5%
增持
F
FORD MOTOR COMPANY
+$1.7M
539,997
+4%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$1.4M
185,563
+5%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$1.4M
77,368
+6%
增持
MSM
MSC INDL DIRECT INC CL A
+$1.3M
79,689
+6%
增持
MRK
MERCK & CO INC
+$1.2M
84,864
+5%
减持
AAPL
APPLE INC
+$908.8K
34,926
-2%
增持
MSFT
MICROSOFT
+$896.5K
13,573
+5%
减持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
-$868.4K
602,743
-2%
增持
TMHC
TAYLOR MORRISON HOME CORP COM
+$865.3K
76,165
+2%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$831.8K
154,804
-0%
增持
CBRL
CRACKER BARREL INC
-$816.5K
64,382
+7%
增持
—
LAM RESEARCH CORP
+$760.0K
6,638
+0%
增持
PRU
PRUDENTIAL FINL INC
+$742.8K
73,446
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$733.8K
349,729
+5%
减持
PFE
PFIZER INC COM
-$727.9K
138,275
-3%
增持
ILF
ISHARES S&P LATIN AMERICA 40 INDEX
+$715.0K
188,715
+2%
增持
BBY
BEST BUY INC
+$694.6K
82,564
+6%
增持
TD
TORONTO DOMINION BANK
+$674.9K
111,936
+7%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$664.7K
55,408
+0%
增持
HUBS
HUBSPOT INC COM
+$651.0K
6,175
+0%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$635.1K
98,338
+7%
增持
CMI
CUMMINS INC COM
+$577.8K
28,101
+6%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$576.6K
29,981
+0%
增持
FAF
FIRST AMERICAN CORP
+$564.2K
122,432
+6%
增持
IBM
INTL BUSINESS MACHINES
+$547.4K
54,258
+6%
增持
INDA
ISHARES MSCI INDIA ETF
+$498.9K
59,688
+11%
减持
GIS
GENERAL MLS INC COM
-$490.4K
50,479
-1%
增持
—
KELLOGG CO COM
+$481.8K
104,300
+7%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$480.2K
120,044
+7%
减持
MBB
ISHARES MBS BOND ETF
-$455.7K
154,812
-2%
增持
SO
SOUTHERN CO COM
+$453.5K
95,768
+6%
增持
HPQ
HP INC COM
+$446.1K
157,514
+5%
增持
PEP
PEPSICO INC COM
+$442.3K
34,834
+6%
增持
TGT
TARGET CORP COM
-$415.1K
17,751
+7%
清仓
AGCO
AGCO CORP COM
-$384.0K
0
-100%
增持
VLO
VALERO ENERGY CORP
-$366.3K
32,355
+9%
增持
PIE
POWERSHARES DWA EMERGING MARKETS
+$332.6K
726,041
+0%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$331.6K
291,882
-1%
增持
TROW
PRICE T ROWE GROUP INC COM
+$326.8K
47,819
+7%
减持
ACHC
ACADIA HEALTHCARE COMPANY INC COM
+$305.3K
42,145
-0%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
+$288.9K
169,000
+4%
增持
AOS
AO SMITH CORP.
+$284.0K
51,189
+3%
增持
SNY
SANOFI SA
+$279.2K
99,876
+6%
减持
AGG
ISHARES AGGREGATE BOND ETF
-$279.1K
133,872
-0%
减持
TFC
TRUIST FINL CORP COM
-$269.1K
393
-95%
增持
BSX
BOSTON SCIENTIFIC CORP
+$257.1K
55,445
+1%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$254.4K
11,380
+5590%
增持
TXRH
TEXAS ROADHOUSE INC COM
+$251.0K
32,207
+3%
增持
IP
INTERNATIONAL PAPER CO COM
-$250.6K
165,043
+8%
增持
EPS
WISDOMTREE U.S. LARGECAP FUND
+$250.6K
78,840
+0%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$247.2K
84,171
+9%
增持
—
GARMIN LTD SHS
+$241.5K
32,120
+4%
增持
BKLN
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
+$240.7K
201,903
+5%
减持
SPHY
SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF
-$240.5K
427,535
-2%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$213.5K
97,336
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$209.5K
306,921
-1%
增持
JNK
SPDR HIGH YIELD BOND ETF
+$206.9K
93,057
+3%
增持
—
LYONDELLBASELL
+$203.7K
64,117
+6%
增持
INTC
INTEL CORP COM
+$190.6K
90,946
+4%
增持
CSCO
CISCO SYS INC
+$189.4K
105,662
+5%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$185.4K
1,346
-12%
建仓
DG
DOLLAR GEN CORP NEW COM
+$169.8K
1,000
增持
KHC
KRAFT HEINZ CO COM
-$162.4K
189,969
+6%
建仓
—
NY COMMUNITY BANCORP INC
+$160.2K
14,250
减持
EWW
ISHARES INC MSCI MEXICO
+$157.3K
101,240
-2%
增持
UPS
UNITED PARCEL SERVICE INC
-$156.2K
28,244
+5%
增持
GLD
SPDR GOLD ETF
+$150.6K
1,044
+438%
增持
LSCC
LATTICE SEMICONDUCTOR CORP COM
+$150.4K
1,580
+10433%
减持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
+$150.0K
464,862
-1%
增持
VFC
V F CORP COM
-$146.2K
83,849
+10%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
+$136.5K
11,630
-4%
增持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
+$134.5K
238,265
+1%
建仓
PDBA
INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF
+$133.9K
4,320
增持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
-$131.1K
29,375
+1%
增持
CMS
CMS ENERGY CORP COM
+$126.3K
107,174
+7%
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
+$125.9K
31,885
+2%
增持
EWQ
ISHARES MSCI FRANCE ETF
+$125.0K
136,740
+0%
增持
QCOM
QUALCOMM INC
+$117.8K
1,330
+318%
减持
DHI
D R HORTON INC COM
+$112.4K
4,825
-1%
增持
WIP
SPDR INTERNATIONAL GOVERNMENT TIPS ETF
-$111.5K
170,980
+2%
增持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
+$108.8K
68,260
+5%
增持
AMGN
AMGEN INC
-$105.1K
23,582
+7%
增持
FXF
INVESCO CURRENCYSHARES SWISS FRANC TRUST
+$102.4K
15,483
+5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$100.7K
131,197
+1%
增持
HYS
PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
+$99.2K
14,056
+9%
增持
CVX
CHEVRON CORP NEW COM
+$88.6K
765
+292%
增持
FLTR
VANECK IG FLOATING RATE ETF
+$88.1K
27,425
+13%
减持
RGEN
REPLIGEN CORP COM
-$84.5K
6
-99%
增持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$83.8K
10,563
+15%
增持
DOC
HEALTH CARE PPTY INVS INC
-$83.0K
195,531
+7%
增持
IVV
ISHARES S&P 500 INDEX
+$81.9K
631
+30%
增持
IHY
VANECK INTERNATIONAL HIGH YIELD BOND ETF
+$78.9K
37,620
+12%
增持
—
SEAGATE TECHNOLOGY
-$78.8K
60,475
+5%
增持
HYD
MARKET VECTORS ETF HIGH YIELD MUNI INDEX
+$77.1K
107,953
+2%
减持
HD
HOME DEPOT
-$75.2K
119
-69%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$73.6K
21,130
-6%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$71.0K
17,205
+13%
减持
MLN
MARKET VECTORS - AMT FREE MUNI
-$69.0K
44,616
-8%
减持
ABBV
ABBVIE INC COM
-$66.7K
507
-40%
增持
LLY
LILLY ELI & CO COM
+$66.0K
241
+76%
清仓
FHTX
FOGHORN THERAPEUTICS INC COM
-$62.0K
0
-100%
增持
MUB
ISHARES AMT-FREE MUNI BOND ETF
+$61.6K
52,083
+2%
减持
RSP
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
-$60.3K
124
-77%
增持
PGX
POWERSHARES GLOBAL PREFERRED ETF
+$60.0K
61,847
+10%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$59.1K
13,100
+0%
增持
ABT
ABBOTT LABS COM
+$57.8K
984
+101%
增持
PG
PROCTER AND GAMBLE CO COM
+$55.2K
827
+75%
减持
PZA
POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
-$55.2K
31,537
-7%
增持
—
BLACKROCK INC
+$54.7K
174
+78%
增持
DON
WISDOMTREE MIDCAP DIVIDEND
+$50.4K
20,100
+4%
增持
TXN
TEXAS INSTRS INC COM
+$46.9K
304
+624%
减持
META
META PLATFORMS INC CL A
-$43.0K
161
-62%
减持
GOOG
ALPHABET INC CAP STK CL C
-$42.9K
800
-40%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$42.3K
105,823
+8%
增持
EES
WISDOMTREE U.S. SMALLCAP FUND
+$42.1K
17,770
+2%
建仓
—
EATON CORP PLC SHS
+$38.6K
192
增持
SCCO
SOUTHERN PERU COPPER CORP
+$38.3K
56,947
+7%
增持
EBND
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
+$38.2K
364,529
+1%
