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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 117
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$16.5M
388,544
+5%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$9.4M
940,028
+6%
清仓
—
NORDSTROM INC COM
-$8.8M
0
-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。
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$8.5M
2,492,890
+5%
建仓
IBND
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
+$7.7M
235,831
清仓
SPSB
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
-$7.5M
0
-100%
减持
FISV
FISERV INC COM
-$7.5M
220
-99%
减持
KHC
KRAFT HEINZ CO COM
-$6.1M
3,530
-98%
增持
RBLX
ROBLOX CORP CL A
+$5.9M
119,697
+4%
增持
SFM
SPROUTS FMRS MKT INC COM
+$5.4M
32,744
+83859%
减持
HP
HELMERICH & PAYNE INC COM
-$5.0M
512
-100%
增持
JPM
JPMORGAN CHASE & CO. COM
+$4.8M
89,526
+4%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$4.8M
87,617
+5%
增持
NVDA
NVIDIA CORP
+$4.7M
78,875
+10%
增持
SCCO
SOUTHERN PERU COPPER CORP
+$4.5M
97,621
+70%
增持
—
SEAGATE TECHNOLOGY
+$4.5M
73,463
+3%
增持
IBM
INTL BUSINESS MACHINES
+$3.6M
63,132
+5%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$3.6M
582,911
+4%
增持
MSFT
MICROSOFT
+$3.4M
20,985
+11%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$3.2M
101,341
-4%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR
+$3.2M
126,628
+7%
增持
SNA
SNAP ON INC COM
+$3.1M
10,082
+62913%
增持
EMN
EASTMAN CHEMICAL CO
+$2.3M
80,429
+92%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$2.2M
151,004
-0%
增持
TGT
TARGET CORP COM
+$2.2M
41,719
+122%
增持
SPY
SPDR S&P 500 ETF
+$2.1M
34,011
+1%
增持
TD
TORONTO DOMINION BANK
+$2.0M
127,916
+5%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$2.0M
450,761
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.9M
346,452
-1%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$1.9M
16,812
+4%
增持
NOW
SERVICENOW INC COM
+$1.8M
6,678
+5%
增持
CF
CF INDS HLDGS INC COM
+$1.8M
100,605
+5%
增持
CM
CANADIAN IMPERIAL BK COMM COM
+$1.6M
98,357
+3%
增持
LCII
LCI INDS COM
+$1.5M
75,500
+23%
增持
AMZN
AMAZON.COM INC
+$1.5M
33,284
+9%
增持
CASY
CASEYS GEN STORES INC COM
+$1.3M
14,021
+4%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.3M
19,921
+5%
减持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$1.2M
276,524
-0%
增持
EWC
ISHARES MSCI CANADA INDEX
+$1.2M
154,169
+6%
增持
DINO
HF SINCLAIR CORP COM
+$1.1M
120,523
+4%
增持
CSCO
CISCO SYS INC
+$1.1M
113,057
+4%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$1.1M
32,274
+1%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$1.1M
154,560
+2%
减持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
+$1.0M
311,658
-5%
增持
ENR
ENERGIZER HLDGS INC NEW COM
-$979.3K
111,362
+3%
增持
MSM
MSC INDL DIRECT INC CL A
+$968.7K
92,814
+4%
增持
CMI
CUMMINS INC COM
+$968.1K
38,054
+4%
减持
FXO
FIRST TRUST FINANCIALS ALPHADEX FUND
+$954.3K
367,834
-1%
增持
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$915.0K
470,272
+1%
增持
INDA
ISHARES MSCI INDIA ETF
+$879.5K
117,393
+7%
增持
KRE
KBW REGIONAL BANKINGETF
+$877.3K
167,339
+5%
减持
LII
LENNOX INTL INC COM
-$856.2K
18
-99%
增持
JNK
SPDR HIGH YIELD BOND ETF
+$828.1K
183,457
+3%
增持
—
UNILEVER PLC SPON ADR NEW
+$797.1K
157,942
+6%
增持
IP
INTERNATIONAL PAPER CO COM
-$704.7K
185,805
+5%
增持
CTAS
CINTAS CORP
+$688.0K
26,127
+5%
增持
—
LYONDELLBASELL
-$686.9K
74,294
+5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$666.2K
150,998
+0%
减持
PIZ
POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT
+$657.2K
96,029
-3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$642.3K
62,191
+4%
增持
EPS
WISDOMTREE U.S. LARGECAP FUND
+$606.5K
69,955
+7%
增持
IGSB
ISHARES 1-3 YR CREDIT BOND ETF
+$596.9K
648,331
+1%
增持
GAP
GAP INC
+$587.2K
286,851
+4%
增持
ORCL
ORACLE CORPORATION
+$580.6K
4,278
+69%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$547.6K
399,281
+2%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$537.1K
385,265
+2%
增持
DWM
WISDOMTREE DIVIDEND EFA INDEX ETF
+$525.7K
66,324
+5%
减持
EFA
ISHARES MSCI EAFE ETF
+$522.9K
68,759
-0%
增持
SNY
SANOFI SA
-$509.3K
116,355
+5%
增持
HYS
PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
+$502.0K
26,482
+23%
增持
SWK
STANLEY BLACK & DECKER INC COM
-$492.1K
88,654
+5%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$490.8K
150,654
+7%
增持
TROW
PRICE T ROWE GROUP INC COM
+$466.6K
55,462
+4%
增持
CVS
CVS HEALTH CORP COM
+$464.3K
111,518
+5%
减持
PIE
POWERSHARES DWA EMERGING MARKETS
+$443.9K
170,736
-1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$439.9K
232,312
+1%
增持
META
META PLATFORMS INC CL A
+$435.4K
1,306
+42%
减持
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
+$433.5K
79,808
-16%
增持
AMGN
AMGEN INC
-$428.0K
26,371
+5%
增持
MRK
MERCK & CO INC
-$408.4K
66,449
+5%
增持
BXP
BOSTON PPTYS INC
+$401.1K
113,858
+5%
增持
PEP
PEPSICO INC COM
-$392.0K
40,894
+6%
增持
DOC
HEALTH CARE PPTY INVS INC
-$390.7K
223,760
+5%
增持
GOOGL
GOOGLE INC
+$389.6K
6,003
+39%
增持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$385.2K
25,441
+28%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND
+$377.6K
190,063
+2%
增持
HPQ
HP INC COM
-$373.0K
180,511
+4%
增持
IHY
VANECK INTERNATIONAL HIGH YIELD BOND ETF
+$365.1K
77,101
+21%
减持
VUG
VANGUARD GROWTH ETF
-$362.5K
7
-99%
增持
TSLA
TESLA INC COM
+$358.9K
1,908
+100%
增持
AAPL
APPLE INC
-$357.8K
55,768
+5%
增持
PGX
POWERSHARES GLOBAL PREFERRED ETF
+$342.2K
142,689
+28%
清仓
PDBA
INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF
-$336.2K
0
-100%
建仓
GLD
SPDR GOLD ETF
+$332.6K
1,091
增持
UNM
UNUM GROUP COM
+$315.6K
112,831
+4%
增持
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
+$306.2K
37,174
+23%
减持
EIS
ISHARES MSCI ISRAEL ETF
+$302.9K
15,027
-0%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$300.2K
34
-100%
增持
VLO
VALERO ENERGY CORP
+$294.5K
37,757
+4%
增持
EES
WISDOMTREE U.S. SMALLCAP FUND
+$281.9K
47,387
+9%
增持
BBY
BEST BUY INC
-$279.1K
95,819
+5%
增持
EZM
WISDOMTREE U.S. MIDCAP FUND
+$254.7K
39,444
+8%
增持
UPS
UNITED PARCEL SERVICE INC
-$247.2K
67,312
+5%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$242.7K
4,221
+8%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$240.9K
28,950
+20%
增持
GILD
GILEAD SCIENCES INC
+$233.9K
59,027
+5%
增持
FXF
INVESCO CURRENCYSHARES SWISS FRANC TRUST
+$217.3K
18,123
+1%
增持
CMS
CMS ENERGY CORP COM
-$215.2K
124,948
+6%
增持
NFLX
NETFLIX INC COM
+$190.5K
246
+65%
减持
EPOL
ISHARES MSCI ETF POLAND INVESTABLE MARKET
+$190.0K
54,924
-3%
减持
AGG
ISHARES AGGREGATE BOND ETF
-$185.4K
123,778
-2%
增持
SPHY
SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF
+$183.0K
446,262
+0%
增持
DEM
WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
+$169.5K
29,248
+7%
减持
EWI
ISHARES MSCI ITALY ETF
+$164.7K
36,846
-3%
增持
HON
HONEYWELL INTL INC
+$158.9K
4,131
+9%
增持
WM
WASTE MANAGEMENT INC
+$140.9K
1,072
+138%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$140.6K
15,097
+7%
增持
WPC
WP CAREY INC COM
+$139.7K
68,393
+5%
增持
BLK
BLACKROCK INC
+$139.5K
197
+177%
减持
IYY
ISHARES TR DOW JONES U S TOTAL MKT INDEX
+$130.4K
9,702
-1%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$128.2K
69,322
+5%
增持
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
+$127.7K
59,597
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$124.6K
1,426
+72%
增持
FAF
FIRST AMERICAN CORP
-$123.2K
141,141
+5%
减持
EPU
ISHARES TR MSCI PERU CAP
+$121.5K
29,119
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$113.7K
1,112
+159%
增持
V
VISA INC
+$112.3K
957
+47%
增持
DON
WISDOMTREE MIDCAP DIVIDEND
+$112.0K
24,158
+9%
增持
COST
COSTCO WHOLESALE CORP
+$107.0K
260
+64%
增持
INTU
INTUIT INC
+$106.6K
239
+80%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$105.7K
1,065
+38%
增持
BAC
BANK AMERICA CORP COM
+$103.7K
4,489
+72%
增持
MA
MASTERCARD INC
+$99.8K
495
+52%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$99.7K
3,371
-37%
增持
RTX
RTX CORPORATION COM
+$97.9K
1,126
+124%
减持
MBB
ISHARES MBS BOND ETF
-$97.4K
170,550
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$96.1K
230
+89%
增持
ABBV
ABBVIE INC COM
+$92.4K
1,726
+59%
增持
HD
HOME DEPOT
+$91.7K
537
+87%
增持
DIS
DISNEY WALT CO COM
+$91.2K
1,165
+116%
减持
—
THOMSON REUTERS CORPORATION (USA)
+$88.7K
4,178
-4%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$86.9K
2,839
-2%
增持
WMT
WALMART INC COM
+$85.6K
2,562
+36%
增持
CAT
CATERPILLAR INC COM
+$84.0K
416
+77%
增持
MS
MORGAN STANLEY
+$84.0K
958
+119%
减持
LRCX
LAM RESEARCH CORP
-$81.8K
930
-61%
增持
LLY
ELI LILLY & CO COM
+$79.6K
473
+35%
增持
MUB
ISHARES AMT-FREE MUNI BOND ETF
+$79.2K
51,799
+2%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$77.6K
383
+455%
增持
PSX
PHILLIPS 66
+$76.9K
52,111
+5%
