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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 80
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
+$11.5M
349,563
+30%
减持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
-$10.3M
109,492
-75%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$10.3M
334,852
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。
+4%
减持
PIE
POWERSHARES DWA EMERGING MARKETS
-$10.2M
176,073
-75%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$8.1M
476,660
+28%
建仓
HP
HELMERICH & PAYNE INC COM
+$7.8M
185,467
建仓
CF
CF INDS HLDGS INC COM
+$7.7M
92,155
增持
—
UNILEVER PLC SPON ADR NEW
+$7.4M
146,566
+146466%
建仓
LCII
LCI INDS COM
+$7.3M
59,509
减持
SO
SOUTHERN CO COM
-$7.0M
1,681
-98%
减持
—
KELLANOVA COM
-$6.5M
2,014
-98%
增持
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
+$6.3M
231,000
+29%
增持
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
+$6.3M
100,205
+31%
增持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$6.3M
285,495
+27%
增持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$6.1M
107,183
+31%
增持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
+$5.9M
315,123
+28%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$5.8M
735,026
+4%
清仓
ILF
ISHARES S&P LATIN AMERICA 40 INDEX
-$5.6M
0
-100%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$5.2M
697,766
+10%
减持
VZ
VERIZON COMMUNICATIONS
-$4.5M
2,659
-98%
建仓
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$4.4M
34,495
减持
EWW
ISHARES INC MSCI MEXICO
-$4.4M
20,769
-76%
减持
LULU
LULULEMON ATHLETICA INC
-$4.2M
40
-100%
减持
EWQ
ISHARES MSCI FRANCE ETF
-$4.1M
35,812
-75%
减持
EWI
ISHARES MSCI ITALY ETF
-$4.0M
40,948
-75%
减持
EWP
ISHARES INC MSCI SPAIN
-$4.0M
45,184
-75%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$3.9M
4,050
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$3.8M
505,430
+420%
减持
QLYS
QUALYS INC COM
-$3.7M
65
-100%
建仓
SNPS
SYNOPSYS INC COM
+$3.6M
6,350
减持
SNOW
SNOWFLAKE INC CL A
-$3.5M
60
-100%
增持
SPY
SPDR S&P 500 ETF
+$3.4M
70,043
+0%
减持
FTDR
FRONTDOOR INC COM
-$3.3M
320
-100%
减持
MELI
MERCADOLIBRE INC
-$3.1M
5
-100%
增持
EME
EMCOR GROUP INC COM
+$2.7M
19,630
+1%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$2.5M
152,738
+8%
增持
JPM
JPMORGAN CHASE & CO COM
+$2.3M
76,243
+0%
增持
CMI
CUMMINS INC COM
+$1.9M
32,514
+2%
减持
MRK
MERCK & CO INC
-$1.8M
61,379
-33%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$1.6M
78,254
+2%
增持
—
LAM RESEARCH CORP
+$1.5M
7,476
+1%
增持
VLO
VALERO ENERGY CORP
+$1.5M
34,761
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.4M
335,659
+4%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$1.4M
158,509
+1%
减持
GAP
GAP INC
+$1.4M
260,816
-6%
增持
EPS
WISDOMTREE U.S. LARGECAP FUND
+$1.4M
82,805
+29%
减持
IBM
INTL BUSINESS MACHINES
+$1.4M
57,493
-2%
建仓
EPOL
ISHARES MSCI ETF POLAND INVESTABLE MARKET
+$1.3M
56,365
减持
PKG
PACKAGING CORP OF AMERICA
+$1.3M
51,450
-1%
减持
PSX
PHILLIPS 66
+$1.3M
47,698
-2%
增持
CAT
CATERPILLAR INC COM
+$1.2M
13,888
+5%
增持
SCCO
SOUTHERN PERU COPPER CORP
+$1.1M
55,340
+0%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$1.1M
32,323
+3%
增持
PRU
PRUDENTIAL FINL INC
+$1.0M
76,801
+0%
增持
LLY
ELI LILLY & CO COM
+$949.9K
4,356
+4%
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
+$889.4K
58,325
+33%
建仓
CE
CELANESE CORP DEL COM
+$837.0K
4,870
建仓
GM
GENERAL MOTORS CORP
+$808.4K
17,825
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$789.3K
115,468
+9%
增持
CRM
SALESFORCE INC COM
+$783.4K
15,820
+5%
减持
AAPL
APPLE INC
-$755.4K
35,404
-0%
增持
F
FORD MOTOR COMPANY
+$725.0K
587,393
+1%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$721.6K
102,545
-1%
增持
ALV
AUTOLIV INC COM
+$693.9K
42,525
+6%
建仓
APAM
ARTISAN PARTNERS ASSET MGMT IN CL A
+$693.0K
15,140
减持
TROW
PRICE T ROWE GROUP INC COM
+$688.7K
51,526
-1%
建仓
TJX
TJX COS INC NEW COM
+$679.5K
6,700
建仓
LII
LENNOX INTL INC COM
+$662.3K
1,355
减持
UNM
UNUM GROUP COM
-$608.1K
181,413
-20%
减持
—
GARMIN LTD SHS
+$604.7K
32,976
-1%
清仓
NOG
NORTHERN OIL & GAS INC NEV
-$603.5K
0
-100%
减持
INTC
INTEL CORP COM
-$589.4K
92,436
-1%
增持
INDA
ISHARES MSCI INDIA ETF
+$588.9K
86,376
+9%
建仓
PBR
PETROLEO BRASILEIRO SA PETROBRAS
+$585.3K
38,480
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
+$577.7K
34,260
+30%
增持
EWC
ISHARES MSCI CANADA INDEX
+$567.2K
116,932
+10%
增持
—
LYONDELLBASELL
+$566.9K
68,968
+1%
减持
TGT
TARGET CORP COM
+$564.7K
18,578
-3%
增持
IP
INTERNATIONAL PAPER CO COM
+$529.6K
175,605
+1%
减持
MBB
ISHARES MBS BOND ETF
-$458.3K
159,089
-1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$448.7K
389,308
+3%
清仓
DHI
D R HORTON INC COM
-$448.3K
0
-100%
减持
CSCO
CISCO SYS INC
-$444.4K
105,423
-7%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$434.8K
100,352
+2%
减持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
-$427.5K
574,384
-1%
增持
EFA
ISHARES MSCI EAFE ETF
+$419.6K
64,727
+3%
增持
FAF
FIRST AMERICAN CORP
-$410.8K
130,937
+0%
增持
VTV
VANGUARD VALUE ETF
+$396.4K
2,453
+11581%
增持
TD
TORONTO DOMINION BANK
-$381.2K
120,669
+2%
减持
—
SEAGATE TECHNOLOGY
+$362.7K
60,637
-2%
增持
BBY
BEST BUY INC
+$361.9K
89,343
+0%
减持
KRE
KBW REGIONAL BANKINGETF
-$353.6K
154,253
-0%
减持
MSFT
MICROSOFT
+$342.5K
13,245
-5%
增持
CMS
CMS ENERGY CORP COM
+$333.6K
116,277
+1%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$323.4K
1,226
+5%
清仓
GIS
GENERAL MLS INC COM
-$306.7K
0
-100%
增持
GILD
GILEAD SCIENCES INC
-$302.8K
54,777
+3%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$299.9K
13,650
+30%
增持
DON
WISDOMTREE MIDCAP DIVIDEND
+$297.4K
21,214
+31%
减持
KLG
WK KELLOGG CO COM SHS
-$291.1K
33
-100%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$288.7K
141,976
+3%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$286.7K
293,041
-1%
增持
DEM
WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
+$285.0K
25,090
+33%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$280.3K
97,844
+1%
增持
VFC
V F CORP COM
-$268.1K
92,325
+3%
清仓
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
-$256.5K
0
-100%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
-$253.5K
7,639
-40%
增持
EES
WISDOMTREE U.S. SMALLCAP FUND
+$245.4K
20,100
+31%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$242.7K
4,188
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$241.5K
2,999
+1822%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$239.5K
11,760
+68%
增持
PEP
PEPSICO INC COM
+$239.1K
37,601
+1%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
+$236.5K
184,962
+3%
增持
QHY
WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND
+$236.3K
13,145
+66%
增持
PGR
PROGRESSIVE CORP COM
+$229.3K
4,035
+6%
清仓
AOA
ISHARES TR S&P AGGRESSIVE ALLOCATION FD
-$226.6K
0
-100%
增持
CBRL
CRACKER BARREL INC
-$223.3K
74,002
+2%
增持
IAU
ISHARES GOLD TRUST ETF
+$216.4K
53,532
+3%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$212.0K
1,384
+5223%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$191.0K
1
-100%
增持
DOC
HEALTH CARE PPTY INVS INC
-$189.7K
211,445
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$185.4K
30,818
+2%
减持
SPSB
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
-$181.5K
236,740
-2%
清仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
-$181.5K
0
-100%
增持
EMCB
WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND
+$178.8K
6,820
+66%
增持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
+$174.4K
10,240
+67%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$172.4K
815
+806%
减持
AGG
ISHARES AGGREGATE BOND ETF
-$170.7K
125,517
-0%
增持
QSIG
WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND
+$170.3K
9,450
+62%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$169.5K
3,018
增持
QIG
WISDOMTREE U.S. CORPORATE BOND FUND
+$169.0K
10,165
+62%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$161.4K
118,190
+6%
增持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
+$159.6K
72,059
+5%
增持
MSM
MSC INDL DIRECT INC CL A
-$159.5K
86,476
+2%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$155.5K
224,476
-3%
清仓
DVY
ISHARES DJ SELECT DIVIDEND
-$146.5K
0
-100%
增持
HYD
MARKET VECTORS ETF HIGH YIELD MUNI INDEX
+$145.9K
111,197
+1%
增持
TAP
MOLSON COORS BEVERAGE CO CL B
+$145.8K
13,440
+9%
增持
BKLN
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
+$143.4K
215,336
+3%
增持
VSS
VANGUARD FTSE ALL WORLD EX-US ETF
+$136.0K
1,223
+1938%
清仓
TMHC
TAYLOR MORRISON HOME CORP COM
-$135.5K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN
-$129.4K
163,165
-2%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
+$124.8K
15,010
+32%
清仓
LPLA
LPL FINL HLDGS INC COM
-$124.1K
0
-100%
清仓
HUBS
HUBSPOT INC COM
-$122.5K
0
-100%
清仓
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$120.0K
0
-100%
减持
NVDA
NVIDIA CORP
-$115.8K
68
-81%
减持
AOS
AO SMITH CORP.
-$114.7K
300
-83%
增持
IVV
ISHARES S&P 500 INDEX
+$110.3K
1,708
+4%
减持
—
EXXON MOBIL CORP COM
-$108.0K
2,010
-41%
