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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 14
增持 52
减持 60
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
—
ISTAR INC
-$25.3M
4,467,698
-8%
清仓
EWU
ISHARES TR
-$17.9M
0
-100%
建仓
DGRW
WISDOMTREE TR
+$16.3M
301,543
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。
减持
INTC
INTEL CORP
-$15.2M
17,406
-96%
减持
—
BERRY GLOBAL GROUP INC
-$14.4M
440,419
-31%
增持
IQLT
ISHARES TR
+$13.6M
562,681
+740%
增持
UBER
UBER TECHNOLOGIES INC
+$13.2M
534,926
+1002%
增持
AAPL
APPLE INC
+$13.0M
509,719
+21%
建仓
SMH
VANECK ETF TRUST
+$11.9M
64,475
减持
Z
ZILLOW GROUP INC
-$11.9M
500,598
-39%
增持
—
SAFEHOLD INC
-$10.9M
1,666,336
+7%
增持
KLAC
KLA CORP
+$10.8M
36,493
+4028%
建仓
MTG
MGIC INVT CORP WIS
+$9.9M
769,899
减持
USIG
ISHARES TR
-$9.1M
198,585
-46%
增持
IJR
ISHARES TR
+$8.2M
200,615
+99%
清仓
—
LAM RESEARCH CORP
-$7.5M
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.2M
205,279
+95%
增持
HRB
BLOCK H & R INC
+$7.2M
675,642
+11%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$6.5M
117,505
-14%
增持
BX
BLACKSTONE INC
+$6.1M
738,815
+21%
清仓
JNK
SPDR SER TR
-$5.8M
0
-100%
清仓
—
GARMIN LTD
-$5.8M
0
-100%
清仓
ALL
ALLSTATE CORP
-$5.5M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$5.2M
41,144
-28%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.1M
245,414
+60%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$5.0M
65,786
减持
AMAT
APPLIED MATLS INC
-$4.9M
3,465
-94%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.8M
20,361
+409%
减持
XLF
SELECT SECTOR SPDR TR
-$4.6M
46,330
-76%
建仓
HUN
HUNTSMAN CORP
+$4.6M
189,098
减持
SHW
SHERWIN WILLIAMS CO
-$4.5M
9,232
-68%
增持
—
POWERSCHOOL HOLDINGS INC
+$4.5M
925,752
+2%
减持
SRLN
SSGA ACTIVE ETF TR
-$4.3M
59,382
-63%
增持
MA
MASTERCARD INCORPORATED
+$4.2M
27,233
+145%
建仓
SU
SUNCOR ENERGY INC NEW
+$4.0M
143,793
建仓
DGRE
WISDOMTREE TR
+$4.0M
209,414
增持
XLV
SELECT SECTOR SPDR TR
+$4.0M
45,080
+291%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$3.9M
131,750
减持
—
NEW RELIC INC
+$3.7M
787,558
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
108,018
-3%
增持
EFA
ISHARES TR
-$3.3M
678,147
+3%
增持
—
MOMENTIVE GLOBAL INC
-$3.2M
1,677,012
+14%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.2M
234,467
+37%
减持
ASH
ASHLAND INC
-$3.1M
349,605
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.0M
20,253
+14%
增持
KWEB
KRANESHARES TR
+$3.0M
970,674
+52%
增持
QNST
QUINSTREET INC
+$3.0M
2,387,240
+9%
增持
REGN
REGENERON PHARMACEUTICALS
+$2.9M
18,738
+11%
减持
MUB
ISHARES TR
-$2.8M
41,747
-37%
减持
CRM
SALESFORCE INC
-$2.8M
117,277
-2%
建仓
SUB
ISHARES TR
+$2.7M
26,037
减持
DEO
DIAGEO PLC
-$2.7M
13,392
-53%
减持
VTI
VANGUARD INDEX FDS
-$2.6M
46,091
-20%
减持
IEMG
ISHARES INC
-$2.6M
206,691
-11%
减持
PFF
ISHARES TR
-$2.5M
110,622
-39%
增持
VTV
VANGUARD INDEX FDS
-$2.5M
300,333
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.4M
34,861
+6%
增持
JEF
JEFFERIES FINL GROUP INC
+$2.3M
444,803
+13%
增持
—
CONCERT PHARMACEUTICALS INC
+$2.2M
547,501
+62%
建仓
JAAA
JANUS DETROIT STR TR
+$2.2M
45,080
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.2M
483,610
+1%
增持
META
META PLATFORMS INC
-$2.2M
99,332
+2%
减持
IEFA
ISHARES TR
-$2.2M
207,049
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.2M
51,157
-37%
减持
V
VISA INC
-$2.2M
83,610
-3%
增持
AZO
AUTOZONE INC
+$2.1M
10,114
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
55,001
-6%
减持
BTI
BRITISH AMERN TOB PLC
-$2.1M
23,864
-65%
减持
EOG
EOG RES INC
-$2.0M
73,769
-20%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.9M
260,218
-13%
增持
WFC
WELLS FARGO CO NEW
+$1.9M
367,880
+12%
增持
LOW
LOWES COS INC
+$1.8M
59,736
+10%
增持
PFE
PFIZER INC
-$1.8M
482,305
+11%
减持
IWF
ISHARES TR
-$1.7M
147,749
-1%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
58,603
-32%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.6M
140,102
-15%
减持
—
TOTALENERGIES SE
-$1.6M
24,177
-53%
增持
LLY
LILLY ELI & CO
+$1.6M
48,345
+12%
减持
CCI
CROWN CASTLE INC
-$1.6M
29,282
-15%
清仓
—
GSK PLC
-$1.5M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.5M
82,417
-22%
清仓
BCE
BCE INC
-$1.4M
0
-100%
清仓
SO
SOUTHERN CO
-$1.4M
0
-100%
减持
T
AT&T INC
-$1.4M
37,605
-60%
清仓
DUK
DUKE ENERGY CORP NEW
-$1.4M
0
-100%
减持
ENB
ENBRIDGE INC
-$1.4M
14,128
-68%
减持
D
DOMINION ENERGY INC
-$1.4M
31,748
-29%
清仓
VOD
VODAFONE GROUP PLC NEW
-$1.3M
0
-100%
增持
R
RYDER SYS INC
+$1.3M
107,220
+12%
减持
LQD
ISHARES TR
-$1.2M
26,650
-26%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$1.2M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.2M
7,907
-64%
清仓
ENTG
ENTEGRIS INC
-$1.2M
0
-100%
建仓
VEEV
VEEVA SYS INC
+$1.2M
7,020
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.1M
129,945
-2%
增持
GOOG
ALPHABET INC
-$1.1M
53,583
+1764%
减持
DLR
DIGITAL RLTY TR INC
-$1.1M
3,231
-71%
增持
ABBV
ABBVIE INC
-$1.1M
58,104
+0%
清仓
NGG
NATIONAL GRID PLC
-$1.1M
0
-100%
建仓
IWB
ISHARES TR
+$1.1M
5,477
增持
MSFT
MICROSOFT CORP
-$1.1M
330,302
+9%
增持
—
ASPEN TECHNOLOGY INC
+$1.1M
16,253
+6%
增持
SBUX
STARBUCKS CORP
+$1.1M
94,394
+4%
减持
NOW
SERVICENOW INC
-$1.1M
10,318
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.0M
158,665
-0%
减持
AMZN
AMAZON COM INC
+$1.0M
210,654
-2%
减持
MRK
MERCK & CO INC
-$1.0M
49,542
-14%
清仓
KMB
KIMBERLY-CLARK CORP
-$996.0K
0
-100%
增持
LCII
LCI INDS
+$995.0K
21,464
+103%
增持
COST
COSTCO WHSL CORP NEW
+$915.0K
19,239
+13%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$913.0K
3,164
-0%
增持
IJH
ISHARES TR
+$910.0K
5,205
+411%
清仓
SHYG
ISHARES TR
-$907.0K
0
-100%
建仓
GSK
GSK PLC
+$897.0K
30,495
减持
NVDA
NVIDIA CORPORATION
-$894.0K
23,558
-5%
减持
PM
PHILIP MORRIS INTL INC
-$886.0K
28,284
-14%
增持
JPM
JPMORGAN CHASE & CO
-$884.0K
116,052
+0%
清仓
MTCH
MATCH GROUP INC NEW
-$884.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$877.0K
0
-100%
减持
HD
HOME DEPOT INC
-$867.0K
78,878
-4%
增持
SMG
SCOTTS MIRACLE-GRO CO
-$860.0K
26,514
+5%
减持
TFC
TRUIST FINL CORP
-$858.0K
44,563
-24%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$847.0K
56,048
-20%
减持
IT
GARTNER INC
-$846.0K
2,233
-63%
减持
SCHP
SCHWAB STRATEGIC TR
-$840.0K
37,214
-25%
减持
WMB
WILLIAMS COS INC
-$835.0K
42,233
-36%
清仓
—
CHUBB LIMITED
-$834.0K
0
-100%
减持
—
MEDTRONIC PLC
-$827.0K
15,789
-33%
减持
ISRG
INTUITIVE SURGICAL INC
-$822.0K
2,803
-58%
清仓
—
ARCH CAP GROUP LTD
-$819.0K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$804.0K
0
-100%
清仓
SQ
BLOCK INC
-$803.0K
0
-100%
增持
LPLA
LPL FINL HLDGS INC
+$801.0K
17,608
+7%
清仓
KEY
KEYCORP
-$799.0K
0
-100%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$796.0K
8,831
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$781.0K
0
-100%
减持
TIP
ISHARES TR
-$770.0K
4,572
-58%
清仓
—
EDWARDS LIFESCIENCES CORP
-$767.0K
0
-100%
增持
NRG
NRG ENERGY INC
+$748.0K
170,366
+13%
增持
BND
VANGUARD BD INDEX FDS
+$745.0K
17,481
+162%
增持
AMT
AMERICAN TOWER CORP NEW
-$739.0K
46,107
+11%
减持
TRP
TC ENERGY CORP
-$734.0K
6,711
-65%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$733.0K
88,430
+0%
减持
THO
THOR INDS INC
-$715.0K
20,196
-29%
增持
BAC
BK OF AMERICA CORP
+$708.0K
101,450
+34%
增持
CVS
CVS HEALTH CORP
+$707.0K
16,331
+78%
减持
AEP
AMERICAN ELEC PWR CO INC
-$706.0K
3,244
-68%
增持
NFLX
NETFLIX INC
+$703.0K
9,906
+6%
增持
LMT
LOCKHEED MARTIN CORP
-$700.0K
23,381
+3%
减持
—
UNILEVER PLC
-$691.0K
7,646
-66%