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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 76
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
XLI
INDUSTRIAL SELECT SECTOR SPDR
+$14.8M
112,169
减持
XLE
ENERGY SELECT SECTOR SPDR
-$14.5M
3,930
-98%
减持
SPLB
SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF
-$8.0M
1,048
-100%
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
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$7.3M
93,406
减持
LRCX
LAM RESEARCH CORP
-$7.0M
2,483
-72%
减持
F
FORD MOTOR COMPANY
-$6.3M
10,098
-98%
建仓
CM
CANADIAN IMPERIAL BK COMM COM
+$5.9M
92,521
增持
AMZN
AMAZON.COM INC
+$5.8M
26,982
+4367%
建仓
AXP
AMERICAN EXPRESS CO COM
+$5.4M
18,282
减持
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$4.9M
118
-100%
清仓
DFIN
DONNELLEY FINL SOLUTIONS INC COM
-$4.6M
0
-100%
减持
BKLN
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
-$4.6M
21
-100%
减持
LLY
ELI LILLY & CO COM
-$4.5M
185
-96%
减持
COR
CENCORA INC COM
-$4.5M
3
-100%
建仓
CTAS
CINTAS CORP
+$4.4M
24,222
建仓
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
+$4.4M
58,816
建仓
ENR
ENERGIZER HLDGS INC NEW COM
+$3.8M
108,436
增持
UPS
UNITED PARCEL SERVICE INC
+$3.8M
63,978
+102%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.9M
357,783
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.9M
85,117
+2%
减持
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
+$2.7M
98,428
-2%
减持
UNM
UNUM GROUP COM
+$2.5M
187,851
-0%
增持
SWK
STANLEY BLACK & DECKER INC COM
-$2.4M
84,760
+1%
增持
AAPL
APPLE INC
+$2.3M
46,192
+16%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
-$2.1M
825,634
+5%
减持
CVS
CVS HEALTH CORP COM
-$1.9M
107,062
-0%
增持
RBLX
ROBLOX CORP CL A
+$1.8M
112,056
+6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.7M
347,533
+0%
增持
NVDA
NVIDIA CORP
+$1.7M
61,476
+13%
增持
—
MAKEMYTRIP LIMITED MAURITIUS SHS
+$1.6M
68,690
+5%
增持
—
SEAGATE TECHNOLOGY
-$1.6M
71,830
+1%
增持
BBY
BEST BUY INC
-$1.6M
91,338
+0%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$1.5M
2,310,867
+197%
减持
—
LYONDELLBASELL
-$1.5M
70,793
-0%
增持
AMGN
AMGEN INC
-$1.5M
24,947
+0%
减持
EWN
ISHARES INC MSCI NETHERLANDS INDEX FD
-$1.3M
118
-100%
增持
CVSA
ADTALEM GLOBAL ED INC COM
+$1.3M
74,384
+3%
增持
SCCO
SOUTHERN PERU COPPER CORP
-$1.3M
57,302
+1%
增持
NOW
SERVICENOW INC COM
+$1.3M
6,187
+5%
建仓
EIS
ISHARES MSCI ISRAEL ETF
+$1.3M
16,718
减持
TD
TORONTO DOMINION BANK
-$1.3M
122,940
-1%
增持
EES
WISDOMTREE U.S. SMALLCAP FUND
+$1.2M
42,778
+108%
增持
—
UNILEVER PLC SPON ADR NEW
-$1.2M
149,275
+0%
增持
FISV
FISERV INC COM
+$1.2M
32,891
+6%
增持
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
-$1.2M
230,802
+1%
增持
CMI
CUMMINS INC COM
+$1.1M
36,388
+2%
减持
SNY
SANOFI SA
-$1.1M
111,100
-1%
增持
LCII
LCI INDS COM
-$1.1M
61,506
+0%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$1.0M
14,988
+5%
减持
EPS
WISDOMTREE U.S. LARGECAP FUND
-$1.0M
65,153
-22%
增持
MSM
MSC INDL DIRECT INC CL A
-$1.0M
89,717
+0%
减持
—
GARMIN LTD SHS
+$987.9K
33,852
-0%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$917.6K
309,285
-1%
减持
KHC
KRAFT HEINZ CO COM
-$917.4K
204,394
-0%
增持
MHO
M/I HOMES INC COM
-$911.6K
30,252
+5%
减持
IJR
ISHARES S&P SMALLCAP 600 ETF
-$905.0K
147,385
-4%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$894.2K
106,140
-0%
增持
IP
INTERNATIONAL PAPER CO COM
+$869.3K
176,176
+0%
减持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
-$847.9K
630,394
-1%
减持
MBB
ISHARES MBS BOND ETF
-$847.0K
171,599
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$838.5K
148,053
-4%
增持
PSX
PHILLIPS 66
-$837.0K
50,037
+0%
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$796.8K
2,807
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$794.7K
225,428
-3%
增持
HON
HONEYWELL INTL INC
+$792.3K
3,599
+3499%
建仓
QQQ
POWERSHARES QQQ TR
+$786.3K
1,538
增持
MRK
MERCK & CO INC
-$785.1K
63,370
+1%
减持
—
LINDE PLC SHS
-$783.8K
350
-82%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$718.6K
477,352
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$699.8K
3,780
+3050%
减持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
+$699.7K
337,250
-2%
减持
PEP
PEPSICO INC COM
-$696.1K
38,574
-0%
增持
CSCO
CISCO SYS INC
+$690.2K
108,729
+1%
减持
EFA
ISHARES MSCI EAFE ETF
-$657.7K
67,995
-2%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$608.2K
81,739
+0%
增持
KRE
KBW REGIONAL BANKINGETF
+$606.6K
159,595
+0%
减持
DOC
HEALTH CARE PPTY INVS INC
-$588.0K
213,214
-1%
增持
PSK
SPDR ICE PREFERRED SECURITIES ETF
-$576.4K
228,226
+0%
增持
CASY
CASEYS GEN STORES INC COM
+$570.2K
13,141
+6%
减持
HPQ
HP INC COM
-$556.6K
173,153
-0%
减持
—
NORDSTROM INC COM
+$553.1K
360,799
-1%
增持
MSFT
MICROSOFT
+$540.2K
16,294
+11%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$535.3K
66,388
-1%
增持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
+$529.0K
324,000
+0%
减持
WPC
WP CAREY INC COM
-$517.8K
65,729
-0%
减持
PKG
PACKAGING CORP OF AMERICA
+$496.5K
52,761
-0%
增持
GAP
GAP INC
+$495.6K
274,619
+1%
减持
CMS
CMS ENERGY CORP COM
-$483.7K
118,266
-0%
减持
FAF
FIRST AMERICAN CORP
-$478.8K
134,283
-0%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$467.5K
539,800
-1%
减持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$451.2K
282,879
-1%
增持
VLO
VALERO ENERGY CORP
-$436.2K
36,440
+0%
减持
GILD
GILEAD SCIENCES INC
+$433.2K
55,931
-1%
建仓
OLED
UNIVERSAL DISPLAY CORP COM
+$430.0K
2,941
建仓
VTV
VANGUARD VALUE ETF
+$426.6K
2,520
减持
PFE
PFIZER INC COM
-$400.0K
154,655
-1%
减持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$390.2K
31,926
-6%
减持
TGT
TARGET CORP COM
-$385.5K
18,688
-0%
增持
AGG
ISHARES AGGREGATE BOND ETF
-$382.6K
128,349
+1%
减持
SPHY
SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF
-$375.7K
445,232
-1%
减持
BXP
BOSTON PPTYS INC
-$345.7K
54,636
-0%
增持
JNK
SPDR HIGH YIELD BOND ETF
-$319.4K
179,844
+1%
增持
INDA
ISHARES MSCI INDIA ETF
-$310.5K
100,216
+5%
减持
HP
HELMERICH & PAYNE INC COM
+$304.3K
193,130
-0%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$288.6K
2,843
增持
BND
VANGUARD TOTAL BOND MARKET ETF
-$263.9K
406,364
+4%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
-$251.7K
192,311
+3%
增持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$233.6K
108,236
+0%
减持
PRU
PRUDENTIAL FINL INC
-$229.4K
79,926
-0%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$220.5K
1,384
+6820%
增持
VOO
VANGUARD S&P 500 ETF
+$218.8K
407
+40600%
增持
LEN
LENNAR CORP CL A
-$216.8K
4,832
+3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$203.6K
15,096
+29%
减持
TROW
PRICE T ROWE GROUP INC COM
+$184.1K
53,088
-1%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$184.1K
737
+6042%
增持
IYY
ISHARES TR DOW JONES U S TOTAL MKT INDEX
+$183.8K
11,765
+10%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$178.5K
3,018
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$170.2K
151,103
-7%
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ETF
+$155.0K
1,545
减持
IBM
INTL BUSINESS MACHINES
-$152.3K
60,146
-1%
增持
CAT
CATERPILLAR INC COM
-$145.4K
17,622
+5%
增持
MDLZ
MONDELEZ INTL INC CL A
-$140.7K
12,578
+4%
增持
VSS
VANGUARD FTSE ALL WORLD EX-US ETF
+$136.3K
1,218
+4772%
增持
EPOL
ISHARES MSCI ETF POLAND INVESTABLE MARKET
-$132.5K
63,285
+6%
增持
TSLA
TESLA INC COM
+$132.2K
387
+321%
增持
GOOGL
GOOGLE INC
+$129.1K
1,615
+52%
增持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
+$128.5K
74,822
+2%
建仓
AOM
ISHARES TR S&P MODERATE ALLOCATION FD
+$125.1K
2,880
增持
PIE
POWERSHARES DWA EMERGING MARKETS
-$112.7K
190,425
+4%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$111.3K
134,426
+4%
增持
META
META PLATFORMS INC CL A
+$102.6K
276
+168%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$96.4K
3,821
+1%
增持
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN
+$96.1K
170,934
+1%
增持
ABBV
ABBVIE INC COM
+$94.2K
531
+53000%
减持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$92.5K
9,406
-14%
减持
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
-$89.1K
27,742
-5%
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
-$88.4K
63,350
+6%
增持
WFC
WELLS FARGO CO NEW COM
+$87.9K
1,385
+734%
增持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
-$87.9K
111,032
+2%
减持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-$85.1K
4,188
-18%
减持
SPY
SPDR S&P 500 ETF
-$79.8K
43,633
-2%
增持
CTRE
CARETRUST REIT INC COM
-$75.7K
32,230
+5%
增持
EWI
ISHARES MSCI ITALY ETF
-$74.8K
42,768
+3%
清仓
EME
EMCOR GROUP INC COM
-$71.5K
0
-100%
增持
EPU
ISHARES TR MSCI PERU CAP
-$69.9K
33,205
+4%
增持
TJX
TJX COS INC NEW COM
+$68.5K
8,404
+4%
增持
VUG
VANGUARD GROWTH ETF
+$63.5K
1,077
+9%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$63.1K
22,286
-5%
建仓
BAC
BANK AMERICA CORP COM
+$58.8K
1,338
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
+$57.1K
35,868
+2%
