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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 18
增持 62
减持 55
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF
-$13.2M
44,709
-37%
清仓
—
LAM RESEARCH CORP
-$8.5M
0
-100%
建仓
PSK
SPDR ICE PREFERRED SECURITIES ETF
+$8.1M
227,301
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。
建仓
SPLB
SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF
+$8.0M
331,356
减持
EME
EMCOR GROUP INC COM
-$7.7M
166
-99%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$7.3M
233,128
+127%
建仓
LRCX
LAM RESEARCH CORP
+$7.2M
8,777
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$7.1M
355,804
+2%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$7.1M
152,980
+51%
清仓
SPSB
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
-$7.0M
0
-100%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$6.9M
5
-100%
建仓
FISV
FISERV INC COM
+$5.6M
30,921
建仓
CVSA
ADTALEM GLOBAL ED INC COM
+$5.4M
72,065
增持
NOW
SERVICENOW INC COM
+$5.2M
5,882
+19507%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$5.2M
787,015
+4%
减持
ALV
AUTOLIV INC COM
-$5.0M
400
-99%
建仓
MHO
M/I HOMES INC COM
+$4.9M
28,791
清仓
NU
NU HLDGS LTD ORD SHS CL A
-$4.8M
0
-100%
建仓
RBLX
ROBLOX CORP CL A
+$4.7M
106,075
清仓
FIX
COMFORT SYS USA INC COM
-$4.7M
0
-100%
建仓
CASY
CASEYS GEN STORES INC COM
+$4.6M
12,341
建仓
DFIN
DONNELLEY FINL SOLUTIONS INC COM
+$4.6M
70,238
建仓
COR
CENCORA INC COM
+$4.5M
19,951
减持
CRM
SALESFORCE INC COM
-$4.5M
58
-100%
建仓
BXP
BOSTON PPTYS INC
+$4.4M
54,791
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$4.1M
305
-100%
增持
WPC
WP CAREY INC COM
+$4.1M
65,791
+25600%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$3.6M
778,883
+2%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$3.3M
475,857
+0%
增持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
+$3.2M
635,004
+8%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$3.0M
547,215
+3%
减持
INTC
INTEL CORP COM
-$3.0M
2,586
-97%
减持
IBM
INTL BUSINESS MACHINES
+$2.8M
60,499
-1%
减持
SWK
STANLEY BLACK & DECKER INC COM
+$2.4M
84,226
-2%
增持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$2.4M
285,287
+1%
增持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
+$2.1M
344,681
+1%
增持
CMI
CUMMINS INC COM
+$2.0M
35,779
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.7M
346,637
+3%
减持
BBY
BEST BUY INC
+$1.6M
91,167
-1%
增持
MBB
ISHARES MBS BOND ETF
+$1.6M
173,042
+6%
减持
PKG
PACKAGING CORP OF AMERICA
+$1.6M
52,808
-2%
增持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
+$1.5M
322,502
+2%
减持
FAF
FIRST AMERICAN CORP
+$1.5M
134,384
-1%
建仓
IYY
ISHARES TR DOW JONES U S TOTAL MKT INDEX
+$1.5M
10,743
减持
UNM
UNUM GROUP COM
+$1.5M
188,638
-1%
增持
AAPL
APPLE INC
+$1.5M
39,891
+7%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.4M
313,642
+4%
减持
—
UNILEVER PLC SPON ADR NEW
+$1.4M
148,973
-1%
增持
CAT
CATERPILLAR INC COM
+$1.4M
16,716
+9%
建仓
EWN
ISHARES INC MSCI NETHERLANDS INDEX FD
+$1.3M
26,070
清仓
EWP
ISHARES INC MSCI SPAIN
-$1.3M
0
-100%
清仓
EWQ
ISHARES MSCI FRANCE ETF
-$1.2M
0
-100%
增持
—
MAKEMYTRIP LIMITED MAURITIUS SHS
+$1.2M
65,588
+14%
减持
F
FORD MOTOR COMPANY
-$1.2M
603,224
-1%
减持
CMS
CMS ENERGY CORP COM
+$1.2M
118,551
-1%
减持
HP
HELMERICH & PAYNE INC COM
-$1.2M
193,286
-1%
增持
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
-$1.2M
228,609
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.2M
392,565
-0%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.1M
83,136
+3%
减持
KRE
KBW REGIONAL BANKINGETF
+$1.1M
159,451
-1%
清仓
—
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY
-$1.0M
0
-100%
减持
CF
CF INDS HLDGS INC COM
+$988.4K
96,079
-2%
增持
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
+$987.6K
100,418
+1%
减持
LCII
LCI INDS COM
+$972.7K
61,505
-1%
减持
IP
INTERNATIONAL PAPER CO COM
+$947.6K
176,066
-1%
建仓
CTRE
CARETRUST REIT INC COM
+$947.6K
30,705
减持
SNY
SANOFI SA
+$936.8K
112,040
-1%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$935.3K
66,739
-1%
增持
SPHY
SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF
+$912.1K
450,116
+5%
减持
TD
TORONTO DOMINION BANK
+$895.0K
124,095
-2%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$889.7K
153,788
+4%
清仓
GM
GENERAL MOTORS CORP
-$887.4K
0
-100%
增持
MDLZ
MONDELEZ INTL INC CL A
+$884.1K
12,108
+9907%
建仓
LEN
LENNAR CORP CL A
+$875.7K
4,671
增持
TFC
TRUIST FINL CORP COM
+$859.4K
20,450
+5104%
减持
VLO
VALERO ENERGY CORP
-$828.4K
36,356
-1%
减持
GILD
GILEAD SCIENCES INC
+$778.0K
56,381
-2%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$763.8K
33,956
+2%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION COM
-$760.4K
0
-100%
增持
EWC
ISHARES MSCI CANADA INDEX
+$755.5K
132,917
+4%
清仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
-$704.5K
0
-100%
减持
MRK
MERCK & CO INC
-$689.0K
62,582
-1%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$671.3K
106,218
-1%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$671.2K
126,589
+1%
减持
DOC
HEALTH CARE PPTY INVS INC
+$660.9K
215,074
-1%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
+$651.1K
186,591
+0%
增持
JNK
SPDR HIGH YIELD BOND ETF
+$647.5K
178,875
+0%
增持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
+$641.4K
108,736
+12%
减持
GAP
GAP INC
-$614.6K
271,820
-2%
增持
EFA
ISHARES MSCI EAFE ETF
+$575.2K
69,339
+4%
减持
PSX
PHILLIPS 66
-$564.1K
49,823
-1%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$522.4K
162,191
+1%
减持
CSCO
CISCO SYS INC
+$513.2K
107,833
-2%
减持
KHC
KRAFT HEINZ CO COM
+$504.9K
205,257
-1%
建仓
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$499.2K
10,935
减持
IVV
ISHARES S&P 500 INDEX
-$490.7K
874
-52%
减持
MSM
MSC INDL DIRECT INC CL A
+$490.2K
89,671
-1%
增持
NVDA
NVIDIA CORP
+$484.8K
54,206
+10%
增持
—
SEAGATE TECHNOLOGY
+$441.7K
71,239
+0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$438.8K
11,744
+924%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$419.3K
41,625
+11%
减持
—
GARMIN LTD SHS
+$412.2K
33,975
-0%
增持
PIE
POWERSHARES DWA EMERGING MARKETS
+$400.6K
182,962
+16%
增持
INDA
ISHARES MSCI INDIA ETF
+$394.4K
95,735
+3%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$383.5K
14,230
+1003%
减持
TROW
PRICE T ROWE GROUP INC COM
-$379.6K
53,393
-1%
建仓
VUG
VANGUARD GROWTH ETF
+$378.6K
986
减持
—
NORDSTROM INC COM
+$376.9K
362,835
-1%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$374.8K
4,514
+150367%
清仓
GLD
SPDR GOLD ETF
-$365.5K
0
-100%
减持
SCCO
SOUTHERN PERU COPPER CORP
+$358.3K
56,571
-1%
清仓
PDBA
INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF
-$334.4K
0
-100%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$331.3K
5,129
增持
LLY
ELI LILLY & CO COM
+$318.1K
5,248
+10%
减持
CVS
CVS HEALTH CORP COM
+$312.3K
107,549
-1%
增持
EPU
ISHARES TR MSCI PERU CAP
+$299.4K
32,079
+19%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$292.4K
129,851
+4%
增持
EWI
ISHARES MSCI ITALY ETF
+$290.6K
41,406
+12%
减持
PRU
PRUDENTIAL FINL INC
+$261.5K
80,145
-1%
减持
EPS
WISDOMTREE U.S. LARGECAP FUND
+$242.7K
83,214
-0%
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
+$242.1K
59,534
+0%
减持
IAU
ISHARES GOLD TRUST ETF
+$231.6K
51,326
-3%
减持
—
EXXON MOBIL CORP COM
-$223.7K
133
-94%
增持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$218.3K
107,743
+2%
增持
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN
+$216.7K
168,511
+3%
增持
EPOL
ISHARES MSCI ETF POLAND INVESTABLE MARKET
+$183.2K
59,953
+16%
减持
AMGN
AMGEN INC
+$169.5K
24,918
-1%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$165.1K
81,437
+1%
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
+$160.3K
35,050
+0%
增持
MSFT
MICROSOFT
+$152.1K
14,705
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$148.2K
120
-76%
增持
—
LINDE PLC SHS
+$139.2K
1,951
+8%
增持
LII
LENNOX INTL INC COM
+$126.9K
1,538
+3%
增持
FXF
INVESCO CURRENCYSHARES SWISS FRANC TRUST
+$124.1K
17,589
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$123.9K
3,783
+9%
减持
PEP
PEPSICO INC COM
+$120.1K
38,643
-1%
增持
TJX
TJX COS INC NEW COM
+$116.6K
8,055
+7%
清仓
FTXN
FIRST TRUST NASDAQ OIL & GAS ETF
-$112.8K
0
-100%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$111.4K
169,220
+5%
减持
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
-$111.4K
29,144
-8%
减持
EES
WISDOMTREE U.S. SMALLCAP FUND
+$108.7K
20,550
-1%
增持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$107.2K
14,609
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$100.9K
31,684
-2%
清仓
CSX
CSX CORP
-$100.3K
0
-100%
减持
HYD
MARKET VECTORS ETF HIGH YIELD MUNI INDEX
+$100.1K
107,266
-1%
减持
PFE
PFIZER INC COM
+$98.1K
155,764
-1%
清仓
FXN
FIRST TRUST ENERGY ALPHADEX FUND
-$97.4K
0
-100%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$94.4K
23,424
-8%
增持
PGX
POWERSHARES GLOBAL PREFERRED ETF
+$89.4K
81,022
+3%
减持
HPQ
HP INC COM
+$86.4K
173,282
-1%
