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NewEdge Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

NewEdge Wealth, LLC

报告期 2026-03-31 · CIK 0001861796

持仓数

1,124

前50大市值合计

$4.90B

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 21Q4 21Q3 21Q2

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 22增持 84减持 33清仓 11

方向

标的

Δ市值

现股数(环比)

减持

— ISTAR INC

-$48.4M

4,861,044 -1%

减持

— SAFEHOLD INC

-$33.2M

1,553,469 -2%

减持

— ZUORA INC

-$29.6M

18,523 -99%

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。

清仓

XT ISHARES TR

-$20.2M

0 -100%

增持

CRM SALESFORCE INC

+$17.4M

119,199 +1012%

增持

Z ZILLOW GROUP INC

-$13.8M

824,808 +2%

增持

LLY LILLY ELI & CO

+$13.7M

43,317 +3465%

建仓

WFC WELLS FARGO CO NEW

+$12.9M

329,882

减持

— BERRY GLOBAL GROUP INC

-$12.2M

639,481 -21%

增持

AZO AUTOZONE INC

+$11.8M

9,087 +142%

增持

— NEW RELIC INC

-$11.1M

829,307 +5%

减持

DLB DOLBY LABORATORIES INC

-$10.7M

24,266 -85%

清仓

HYMB SPDR SER TR

-$10.6M

0 -100%

增持

— MOMENTIVE GLOBAL INC

+$10.4M

1,475,340 +833%

减持

EFA ISHARES TR

-$10.2M

660,739 -6%

减持

QNST QUINSTREET INC

-$10.0M

2,196,122 -21%

增持

BX BLACKSTONE INC

-$9.8M

610,679 +18%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$9.6M

298,606 +183%

减持

IWF ISHARES TR

-$9.6M

149,903 -2%

减持

SPY SPDR S&P 500 ETF TR

-$9.3M

111,337 -2%

减持

— DUN & BRADSTREET HLDGS INC

-$9.2M

20,900 -96%

清仓

BPOP POPULAR INC

-$9.0M

0 -100%

减持

PFF ISHARES TR

-$8.7M

181,561 -55%

增持

AMZN AMAZON COM INC

-$7.8M

214,470 +2184%

减持

ASH ASHLAND GLOBAL HLDGS INC

-$7.6M

352,233 -21%

增持

AAPL APPLE INC

-$7.4M

420,192 +13%

减持

TIP ISHARES TR

-$7.0M

10,975 -83%

减持

VTV VANGUARD INDEX FDS

-$6.5M

299,872 -4%

增持

HRB BLOCK H & R INC

+$6.3M

610,349 +4%

建仓

ALSN ALLISON TRANSMISSION HLDGS I

+$6.3M

163,746

清仓

EVR EVERCORE INC

-$6.3M

0 -100%

增持

BUG GLOBAL X FDS

+$5.9M

587,733 +109%

增持

VO VANGUARD INDEX FDS

+$5.9M

112,266 +64%

增持

GOOGL ALPHABET INC

-$5.7M

15,669 +9%

清仓

BBWI BATH & BODY WORKS INC

-$5.2M

0 -100%

增持

KWEB KRANESHARES TR

+$5.2M

638,995 +16%

增持

CCI CROWN CASTLE INTL CORP NEW

+$5.2M

34,527 +894%

减持

LQD ISHARES TR

-$4.8M

36,055 -50%

清仓

— CRANE CO

-$4.8M

0 -100%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$4.7M

476,599 -10%

增持

MRK MERCK & CO INC

+$4.7M

57,843 +664%

增持

CVX CHEVRON CORP NEW

+$4.6M

38,089 +616%

增持

UNH UNITEDHEALTH GROUP INC

+$4.5M

58,207 +17%

减持

CMCSA COMCAST CORP NEW

-$4.4M

86,802 -48%

清仓

IDXX IDEXX LABS INC

-$4.4M

0 -100%

减持

— LAZARD LTD

-$4.4M

11,676 -92%

增持

ICSH ISHARES TR

+$4.2M

88,460 +2117%

增持

MSFT MICROSOFT CORP

-$4.2M

303,719 +14%

增持

INTC INTEL CORP

-$4.2M

417,212 +4%

增持

PFE PFIZER INC

+$4.1M

436,355 +21%

增持

META META PLATFORMS INC

-$4.1M

97,218 +9%

建仓

CXT CRANE HLDGS CO

+$4.0M

45,116

增持

VZ VERIZON COMMUNICATIONS INC

+$3.9M

81,378 +1461%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$3.8M

105,293 +93%

清仓

— ASPEN TECHNOLOGY INC

-$3.6M

0 -100%

清仓

EL LAUDER ESTEE COS INC

-$3.6M

0 -100%

减持

ROK ROCKWELL AUTOMATION INC

-$3.6M

1,832 -87%

增持

PEP PEPSICO INC

+$3.5M

26,411 +402%

减持

CG CARLYLE GROUP INC

-$3.4M

7,339 -90%

减持

JNK SPDR SER TR

-$3.4M

64,260 -29%

增持

ABBV ABBVIE INC

+$3.4M

58,045 +71%

增持

JNJ JOHNSON & JOHNSON

+$3.3M

89,803 +26%

增持

TXN TEXAS INSTRS INC

+$3.2M

29,383 +312%

增持

D DOMINION ENERGY INC

+$3.2M

44,485 +962%

增持

AMT AMERICAN TOWER CORP NEW

+$3.1M

41,620 +38%

减持

IEFA ISHARES TR

-$3.0M

222,592 -4%

增持

R RYDER SYS INC

+$3.0M

96,128 +99%

增持

PM PHILIP MORRIS INTL INC

+$2.9M

32,756 +822%

增持

APD AIR PRODS & CHEMS INC

+$2.9M

13,681 +726%

建仓

— ASPEN TECHNOLOGY INC

+$2.8M

15,307

清仓

SCZ ISHARES TR

-$2.8M

0 -100%

增持

UPS UNITED PARCEL SERVICE INC

+$2.8M

51,729 +67%

增持

CSCO CISCO SYS INC

+$2.8M

80,283 +598%

增持

PG PROCTER AND GAMBLE CO

+$2.8M

95,369 +33%

建仓

TNL TRAVEL PLUS LEISURE CO

+$2.7M

70,786

增持

— BLACKROCK INC

+$2.7M

5,781 +450%

减持

USIG ISHARES TR

-$2.7M

365,297 -6%

减持

VOT VANGUARD INDEX FDS

-$2.7M

41,325 -7%

增持

BTI BRITISH AMERN TOB PLC

+$2.6M

68,089 +935%

建仓

PGR PROGRESSIVE CORP

+$2.6M

22,002

减持

HYG ISHARES TR

-$2.5M

26,836 -51%

增持

ABT ABBOTT LABS

+$2.4M

39,122 +154%

增持

PNC PNC FINL SVCS GROUP INC

+$2.4M

16,288 +1362%

增持

TFC TRUIST FINL CORP

+$2.3M

59,001 +628%

增持

GILD GILEAD SCIENCES INC

+$2.2M

105,832 +46%

增持

VB VANGUARD INDEX FDS

-$2.2M

122,526 +10%

增持

FIS FIDELITY NATL INFORMATION SV

+$2.2M

25,759 +1175%

增持

SOXX ISHARES TR

+$2.1M

36,575 +63%

增持

NOW SERVICENOW INC

+$2.1M

10,401 +105%

建仓

BANF BANCFIRST CORP

+$2.1M

21,877

增持

WRB BERKLEY W R CORP

+$2.1M

62,325 +90%

减持

IJR ISHARES TR

-$2.1M

100,694 -4%

减持

IEMG ISHARES INC

-$2.0M

233,452 -4%

增持

— EATON CORP PLC

+$2.0M

19,697 +526%

减持

DEO DIAGEO PLC

-$2.0M

28,317 -17%

减持

SCHP SCHWAB STRATEGIC TR

-$2.0M

49,598 -37%

减持

XLK SELECT SECTOR SPDR TR

-$2.0M

52,146 -4%

增持

V VISA INC

+$2.0M

86,376 +27%

增持

FCN FTI CONSULTING INC

+$1.9M

27,054 +44%

增持

PAYX PAYCHEX INC

+$1.9M

19,263 +954%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.9M

12,726 +194%

增持

VTI VANGUARD INDEX FDS

-$1.9M

57,522 +2%

建仓

ENB ENBRIDGE INC

+$1.9M

44,834

增持

AMAT APPLIED MATLS INC

-$1.9M

56,728 +6%

减持

XLE SELECT SECTOR SPDR TR

-$1.9M

127,264 -11%

增持

— TOTALENERGIES SE

+$1.8M

51,644 +317%

增持

UNP UNION PAC CORP

-$1.8M

48,568 +9%

建仓

WSO WATSCO INC

+$1.8M

7,484

增持

FAST FASTENAL CO

+$1.8M

44,899 +474%

增持

— INTERPUBLIC GROUP COS INC

-$1.8M

272,838 +4%

增持

SBUX STARBUCKS CORP

+$1.7M

90,369 +58%

增持

BAC BK OF AMERICA CORP

+$1.7M

75,678 +359%

建仓

SNPS SYNOPSYS INC

+$1.7M

5,490

增持

T AT&T INC

+$1.7M

93,675 +628%

增持

— LAM RESEARCH CORP

-$1.7M

17,618 +3%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$1.6M

153,707 +23%

建仓

— PIONEER NAT RES CO

+$1.6M

7,306

减持

VGT VANGUARD WORLD FDS

-$1.6M

16,688 -2%

建仓

SYK STRYKER CORPORATION

+$1.6M

8,102

增持

VIG VANGUARD SPECIALIZED FUNDS

-$1.6M

88,415 +0%

增持

ZTS ZOETIS INC

+$1.6M

19,147 +111%

减持

IWS ISHARES TR

-$1.6M

64,682 -5%

增持

HD HOME DEPOT INC

+$1.6M

82,523 +17%

增持

NEE NEXTERA ENERGY INC

+$1.6M

36,128 +150%

清仓

EZU ISHARES INC

-$1.6M

0 -100%

增持

INFL LISTED FD TR

-$1.6M

336,862 +0%

建仓

CAT CATERPILLAR INC

+$1.6M

8,669

增持

JEF JEFFERIES FINL GROUP INC

-$1.5M

392,237 +4%

增持

NVO NOVO-NORDISK A S

+$1.5M

17,458 +360%

增持

AMGN AMGEN INC

+$1.5M

36,788 +20%

建仓

ROP ROPER TECHNOLOGIES INC

+$1.5M

3,824

增持

MDLZ MONDELEZ INTL INC

+$1.5M

34,368 +240%

增持

CNQ CANADIAN NAT RES LTD

-$1.5M

250,489 +4%

增持

FTNT FORTINET INC

-$1.5M

161,564 +420%

增持

O REALTY INCOME CORP

+$1.5M

24,936 +679%

建仓

DRI DARDEN RESTAURANTS INC

+$1.5M

13,023

建仓

ODFL OLD DOMINION FREIGHT LINE IN

+$1.5M

5,732

建仓

FRCB FIRST REP BK SAN FRANCISCO C

+$1.5M

10,181

建仓

TGT TARGET CORP

+$1.5M

10,322

增持

— EXXON MOBIL CORP

+$1.5M

22,110 +317%

建仓

DLR DIGITAL RLTY TR INC

+$1.5M

11,220

增持

WMB WILLIAMS COS INC

+$1.5M

65,488 +270%

增持

AVGO BROADCOM INC

+$1.4M

7,559 +114%

增持

CME CME GROUP INC

+$1.4M

9,578 +320%

增持

REGN REGENERON PHARMACEUTICALS

-$1.4M

16,874 +4%

建仓

BCE BCE INC

+$1.4M

28,617

建仓

SO SOUTHERN CO

+$1.4M

19,536

建仓

BMY BRISTOL-MYERS SQUIBB CO

+$1.4M

17,954

增持

COST COSTCO WHSL CORP NEW

+$1.4M

17,048 +45%

增持

VUG VANGUARD INDEX FDS

-$1.4M

21,425 +0%