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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 74
减持 60
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$22.1M
376,705
减持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
-$20.9M
380
-100%
减持
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
-$20.1M
80
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。
-100%
建仓
FXO
FIRST TRUST FINANCIALS ALPHADEX FUND
+$19.7M
371,065
建仓
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$19.0M
463,671
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$15.7M
5,318
-98%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$8.1M
2,065
-98%
减持
—
MAKEMYTRIP LIMITED MAURITIUS SHS
-$7.6M
692
-99%
减持
PSK
SPDR ICE PREFERRED SECURITIES ETF
-$7.5M
485
-100%
增持
SPSB
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
+$7.5M
247,635
+1238075%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$7.3M
80
-100%
建仓
SPIB
SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF
+$7.1M
212,361
清仓
CVSA
ADTALEM GLOBAL ED INC COM
-$6.8M
0
-100%
减持
SPY
SPDR S&P 500 ETF
-$6.7M
33,792
-23%
减持
CAT
CATERPILLAR INC COM
-$6.3M
235
-99%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$6.2M
884,832
+7%
增持
BSX
BOSTON SCIENTIFIC CORP
+$6.0M
59,850
+62900%
减持
UNM
UNUM GROUP COM
-$4.9M
108,015
-42%
减持
PKG
PACKAGING CORP OF AMERICA
-$4.6M
36,540
-31%
清仓
MHO
M/I HOMES INC COM
-$4.0M
0
-100%
建仓
DINO
HF SINCLAIR CORP COM
+$3.8M
115,650
增持
EMN
EASTMAN CHEMICAL CO
+$3.7M
41,857
+72067%
减持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
-$3.5M
328,030
-3%
增持
BXP
BOSTON PPTYS INC
+$3.2M
108,363
+98%
减持
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
-$2.9M
94,806
-4%
减持
CVS
CVS HEALTH CORP COM
+$2.4M
106,664
-0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$2.2M
368,824
+3%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$2.0M
106,035
-2%
减持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$1.9M
276,975
-2%
增持
IBM
INTL BUSINESS MACHINES
+$1.8M
60,394
+0%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$1.7M
83,628
+2%
增持
NOW
SERVICENOW INC COM
-$1.5M
6,362
+3%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$1.4M
465,589
-2%
增持
AMGN
AMGEN INC
+$1.3M
25,037
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.2M
350,559
+1%
增持
CMI
CUMMINS INC COM
-$1.2M
36,659
+1%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$1.2M
2,372,809
+3%
减持
HP
HELMERICH & PAYNE INC COM
-$1.1M
192,903
-0%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
-$1.1M
151,193
+3%
增持
GILD
GILEAD SCIENCES INC
+$1.1M
56,326
+1%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$1.1M
151,245
+0%
增持
TROW
PRICE T ROWE GROUP INC COM
-$1.1M
53,137
+0%
减持
BBY
BEST BUY INC
-$1.1M
91,300
-0%
增持
IJH
ISHARES CORE S&P MID CAP ETF
-$1.0M
558,637
+3%
增持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
+$1.0M
641,761
+2%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
64,059
+0%
减持
LCII
LCI INDS COM
-$996.4K
61,337
-0%
减持
CMS
CMS ENERGY CORP COM
+$984.5K
118,255
-0%
减持
FLTR
VANECK IG FLOATING RATE ETF
-$959.6K
350
-99%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$889.5K
66,044
-1%
增持
T
AT&T INC COM
+$870.1K
31,058
+8480%
增持
HPQ
HP INC COM
-$839.0K
173,248
+0%
增持
GAP
GAP INC
-$820.2K
275,063
+0%
减持
HYD
MARKET VECTORS ETF HIGH YIELD MUNI INDEX
-$810.5K
94,564
-13%
减持
SNY
SANOFI SA
+$771.9K
110,714
-0%
减持
TD
TORONTO DOMINION BANK
+$771.7K
122,269
-1%
增持
AVGO
AVAGO TECHNOLOGIES LTD
-$758.9K
16,221
+8%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$753.7K
24,220
+158%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR
+$746.1K
118,452
+6%
增持
FISV
FISERV INC COM
+$731.9K
33,910
+3%
减持
CF
CF INDS HLDGS INC COM
-$726.5K
95,669
-0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$718.0K
490
-96%
增持
CTAS
CINTAS CORP
+$709.6K
24,984
+3%
建仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$686.2K
26,889
增持
JPM
JPMORGAN CHASE & CO. COM
+$665.3K
85,906
+1%
增持
QQQ
POWERSHARES QQQ TR
+$638.3K
3,038
+98%
减持
LEN
LENNAR CORP CL A
-$633.0K
226
-95%
增持
CASY
CASEYS GEN STORES INC COM
+$621.9K
13,429
+2%
建仓
SHYD
VANECK SHORT HIGH YIELD MUNI ETF
+$610.8K
27,160
减持
MRK
MERCK & CO INC
-$610.3K
63,299
-0%
减持
KRE
KBW REGIONAL BANKINGETF
-$570.5K
159,385
-0%
增持
TGT
TARGET CORP COM
-$560.1K
18,751
+0%
减持
ENR
ENERGIZER HLDGS INC NEW COM
-$559.0K
107,766
-1%
减持
PRU
PRUDENTIAL FINL INC
-$550.3K
79,841
-0%
建仓
MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF
+$549.8K
22,938
减持
WPC
WP CAREY INC COM
+$545.7K
65,388
-1%
减持
PIE
POWERSHARES DWA EMERGING MARKETS
-$528.6K
172,242
-10%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$526.1K
140,845
+5%
增持
CM
CANADIAN IMPERIAL BK COMM COM
-$493.0K
95,152
+3%
增持
EFA
ISHARES MSCI EAFE ETF
+$482.3K
68,805
+1%
增持
NVDA
NVIDIA CORP
-$469.7K
71,839
+17%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$445.8K
32,077
+0%
增持
HYS
PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
+$441.1K
21,504
+28%
增持
GOOG
ALPHABET INC CAP STK CL C
+$437.3K
7,407
+96%
减持
PSX
PHILLIPS 66
+$435.8K
49,747
-1%
减持
OLED
UNIVERSAL DISPLAY CORP COM
-$427.2K
20
-99%
增持
EWC
ISHARES MSCI CANADA INDEX
+$415.3K
145,586
+6%
减持
FAF
FIRST AMERICAN CORP
+$405.4K
134,032
-0%
减持
—
UNILEVER PLC SPON ADR NEW
+$400.4K
148,854
-0%
增持
—
GARMIN LTD SHS
+$386.2K
33,959
+0%
增持
MBB
ISHARES MBS BOND ETF
+$378.2K
171,789
+0%
增持
INDA
ISHARES MSCI INDIA ETF
+$372.5K
109,644
+9%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$370.2K
392,804
-3%
增持
META
META PLATFORMS INC CL A
+$366.9K
917
+232%
增持
GOOGL
GOOGLE INC
+$362.6K
4,322
+168%
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
+$351.6K
63,448
+0%
减持
IYY
ISHARES TR DOW JONES U S TOTAL MKT INDEX
-$350.1K
9,797
-17%
减持
MLN
MARKET VECTORS - AMT FREE MUNI
-$343.9K
7,890
-71%
减持
PZA
POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
-$336.9K
3,000
-83%
建仓
PDBA
INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF
+$336.2K
9,561
增持
ORCL
ORACLE CORPORATION
+$333.7K
2,537
+1913%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$329.2K
30,232
+30%
清仓
RVNU
DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD
-$324.4K
0
-100%
增持
IHY
VANECK INTERNATIONAL HIGH YIELD BOND ETF
+$324.2K
63,690
+29%
增持
AXP
AMERICAN EXPRESS CO COM
-$323.7K
18,964
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$320.6K
773
+285%
增持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$317.8K
19,897
+31%
减持
VLO
VALERO ENERGY CORP
+$308.1K
36,190
-1%
建仓
OILK
PROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST
+$307.3K
7,052
建仓
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$306.0K
12,521
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$304.8K
5,912
减持
SWK
STANLEY BLACK & DECKER INC COM
-$289.5K
84,692
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$281.9K
150,291
+2%
增持
PGX
POWERSHARES GLOBAL PREFERRED ETF
+$280.3K
111,046
+33%
减持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
-$276.8K
98,617
-11%
减持
IAU
ISHARES GOLD TRUST ETF
+$272.3K
47,308
-7%
减持
EPOL
ISHARES MSCI ETF POLAND INVESTABLE MARKET
+$261.1K
56,474
-11%
增持
—
LYONDELLBASELL
-$256.7K
70,986
+0%
减持
CSCO
CISCO SYS INC
+$252.5K
108,450
-0%
增持
AAPL
APPLE INC
+$232.1K
53,120
+15%
增持
RBLX
ROBLOX CORP CL A
+$226.8K
115,121
+3%
减持
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN
-$225.9K
167,935
-2%
减持
VOO
VANGUARD S&P 500 ETF
-$218.8K
1
-100%
减持
MSM
MSC INDL DIRECT INC CL A
+$209.4K
89,015
-1%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$198.9K
2,884
+3%
增持
MSFT
MICROSOFT
+$198.8K
18,825
+16%
增持
V
VISA INC
+$192.4K
649
+485%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$191.0K
229,476
+2%
增持
—
EXXON MOBIL CORP COM
+$187.8K
1,782
+696%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$176.1K
50,576
-2%
增持
EES
WISDOMTREE U.S. SMALLCAP FUND
-$174.5K
43,672
+2%
增持
PFE
PFIZER INC COM
-$169.2K
155,148
+0%
减持
EIS
ISHARES MSCI ISRAEL ETF
-$165.2K
15,101
-10%
减持
JNK
SPDR HIGH YIELD BOND ETF
-$155.3K
178,532
-1%
增持
MA
MASTERCARD INC
+$151.8K
325
+550%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$147.0K
25,115
+13%
增持
LLY
ELI LILLY & CO COM
+$146.2K
350
+89%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
-$145.4K
95
-94%
减持
IVV
ISHARES S&P 500 INDEX
-$135.7K
674
-23%
增持
JNJ
JOHNSON & JOHNSON COM
+$134.5K
1,064
+267%
增持
ABBV
ABBVIE INC COM
+$133.6K
1,088
+105%
减持
SCCO
SOUTHERN PERU COPPER CORP
+$131.3K
57,300
-0%
清仓
AOM
ISHARES TR S&P MODERATE ALLOCATION FD
-$125.1K
0
-100%
增持
AMZN
AMAZON.COM INC
-$124.6K
30,458
+13%
增持
COST
COSTCO WHOLESALE CORP
+$118.3K
159
+354%
增持
EPS
WISDOMTREE U.S. LARGECAP FUND
-$114.7K
65,306
+0%
减持
—
SEAGATE TECHNOLOGY
-$114.3K
71,623
-0%
增持
UNH
UNITEDHEALTH GROUP
+$110.4K
259
+418%
增持
PG
PROCTER AND GAMBLE CO COM
+$106.8K
779
+403%
减持
—
NORDSTROM INC COM
+$104.8K
360,659
-0%
