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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 14增持 90减持 38清仓 8

方向

标的

Δ市值

现股数(环比)

建仓

IWD ISHARES TR

+$22.6M

149,044

减持

AMZN AMAZON COM INC

-$14.5M

121,149 -42%

减持

BUG GLOBAL X FDS

-$12.5M

116,707 -81%

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

— SAFEHOLD INC

+$11.2M

1,932,132 +16%

减持

SOXX ISHARES TR

-$11.0M

3,292 -91%

清仓

MTG MGIC INVT CORP WIS

-$9.9M

0 -100%

减持

— ISTAR INC

-$8.6M

4,300,866 -4%

增持

SU SUNCOR ENERGY INC NEW

+$8.6M

397,160 +176%

减持

QNST QUINSTREET INC

+$8.4M

2,333,096 -2%

增持

KLAC KLA CORP

+$8.2M

51,114 +40%

建仓

— LAM RESEARCH CORP

+$8.1M

19,235

建仓

CDNS CADENCE DESIGN SYSTEM INC

+$7.9M

49,058

减持

PG PROCTER AND GAMBLE CO

-$7.9M

35,640 -66%

减持

GOOGL ALPHABET INC

-$7.6M

294,827 -16%

增持

MSFT MICROSOFT CORP

+$7.0M

350,058 +6%

清仓

NRG NRG ENERGY INC

-$6.5M

0 -100%

增持

AMAT APPLIED MATLS INC

+$6.4M

68,274 +1870%

增持

— POWERSCHOOL HOLDINGS INC

+$6.3M

940,254 +2%

减持

Z ZILLOW GROUP INC

-$6.1M

254,298 -49%

增持

BX BLACKSTONE INC

-$5.9M

753,685 +2%

增持

ORLY OREILLY AUTOMOTIVE INC

+$5.5M

23,411 +16%

增持

PFE PFIZER INC

+$5.2M

513,201 +6%

减持

EFA ISHARES TR

+$5.1M

655,871 -3%

减持

— BERRY GLOBAL GROUP INC

+$5.0M

421,366 -4%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$4.9M

65,718 -44%

增持

— MOMENTIVE GLOBAL INC

+$4.7M

2,056,943 +23%

增持

DGRW WISDOMTREE TR

+$4.6M

345,139 +14%

增持

JPM JPMORGAN CHASE & CO

+$4.5M

124,034 +7%

增持

HD HOME DEPOT INC

+$4.4M

82,915 +5%

增持

AZO AUTOZONE INC

+$4.3M

10,535 +4%

增持

SPY SPDR S&P 500 ETF TR

+$3.9M

111,106 +3%

增持

UBER UBER TECHNOLOGIES INC

+$3.7M

721,444 +35%

增持

CNQ CANADIAN NAT RES LTD

+$3.5M

301,265 +6%

减持

VGLT VANGUARD SCOTTSDALE FDS

-$3.4M

78,022 -40%

建仓

IEF ISHARES TR

+$3.3M

34,438

增持

KO COCA COLA CO

+$3.1M

251,874 +9%

增持

VEA VANGUARD TAX-MANAGED FDS

+$3.0M

194,016 +38%

增持

V VISA INC

+$3.0M

86,105 +3%

增持

JEF JEFFERIES FINL GROUP INC

+$3.0M

471,240 +6%

增持

LLY LILLY ELI & CO

+$3.0M

50,973 +5%

增持

— INTERPUBLIC GROUP COS INC

+$3.0M

322,149 +6%

减持

ASH ASHLAND INC

+$2.9M

336,084 -4%

增持

LMT LOCKHEED MARTIN CORP

+$2.9M

24,588 +5%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$2.9M

317,489 +22%

清仓

TNL TRAVEL PLUS LEISURE CO

-$2.7M

0 -100%

增持

IQLT ISHARES TR

+$2.7M

567,243 +1%

增持

MCD MCDONALDS CORP

+$2.7M

57,047 +7%

增持

HON HONEYWELL INTL INC

+$2.7M

44,624 +8%

增持

IEFA ISHARES TR

+$2.6M

219,590 +6%

增持

HRB BLOCK H & R INC

-$2.6M

715,824 +6%

增持

ABBV ABBVIE INC

+$2.6M

64,140 +10%

增持

UNH UNITEDHEALTH GROUP INC

+$2.6M

57,216 +4%

建仓

MDY SPDR S&P MIDCAP 400 ETF TR

+$2.4M

5,532

增持

JNJ JOHNSON & JOHNSON

+$2.4M

105,225 +6%

增持

GILD GILEAD SCIENCES INC

+$2.3M

86,291 +5%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$2.3M

233,620 +14%

增持

IVV ISHARES TR

+$2.2M

9,262 +147%

增持

NVS NOVARTIS AG

+$2.2M

112,682 +6%

增持

NOC NORTHROP GRUMMAN CORP

+$2.1M

4,412 +689%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$2.1M

92,349 +4%

增持

ISRG INTUITIVE SURGICAL INC

+$2.1M

9,776 +249%

增持

— LINDE PLC

+$2.1M

24,740 +11%

增持

XLE SELECT SECTOR SPDR TR

+$2.1M

129,267 +1%

增持

EOG EOG RES INC

+$2.0M

79,251 +7%

减持

VTV VANGUARD INDEX FDS

+$2.0M

278,599 -7%

增持

AMGN AMGEN INC

+$2.0M

39,674 +6%

增持

AAPL APPLE INC

-$2.0M

526,902 +3%

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$1.9M

34,230 -2%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$1.9M

278,491 +13%

增持

XLV SELECT SECTOR SPDR TR

+$1.9M

54,277 +20%

增持

ALSN ALLISON TRANSMISSION HLDGS I

+$1.9M

195,750 +6%

增持

MA MASTERCARD INCORPORATED

+$1.8M

27,430 +1%

建仓

VGK VANGUARD INTL EQUITY INDEX F

+$1.7M

31,519

增持

MRK MERCK & CO INC

+$1.7M

54,093 +9%

增持

SLM SLM CORP

+$1.7M

544,646 +4%

增持

IWM ISHARES TR

+$1.7M

13,083 +282%

增持

IWF ISHARES TR

+$1.7M

152,937 +4%

减持

SCHP SCHWAB STRATEGIC TR

-$1.7M

5,104 -86%

减持

SYK STRYKER CORPORATION

-$1.6M

1,479 -85%

建仓

TACK CAPITOL SER TR

+$1.6M

69,383

减持

META META PLATFORMS INC

-$1.6M

98,512 -1%

减持

— NEW RELIC INC

-$1.6M

771,831 -2%

减持

SMH VANECK ETF TRUST

-$1.6M

50,891 -21%

增持

A AGILENT TECHNOLOGIES INC

+$1.5M

47,058 +3%

增持

WFC WELLS FARGO CO NEW

+$1.5M

393,924 +7%

建仓

MSOS ADVISORSHARES TR

+$1.5M

208,361

增持

APD AIR PRODS & CHEMS INC

+$1.4M

16,161 +6%

增持

GMED GLOBUS MED INC

+$1.4M

37,936 +63%

清仓

— SVB FINANCIAL GROUP

-$1.4M

0 -100%

增持

IEMG ISHARES INC

+$1.4M

220,541 +7%

增持

UNP UNION PAC CORP

+$1.4M

54,880 +7%

建仓

FPE FIRST TR EXCH TRADED FD III

+$1.4M

81,242

增持

R RYDER SYS INC

+$1.4M

113,149 +6%

增持

— BLACKROCK INC

+$1.4M

7,045 +7%

减持

KWEB KRANESHARES TR

-$1.3M

747,755 -23%

减持

CVX CHEVRON CORP NEW

+$1.3M

40,671 -2%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$1.3M

419,191 -13%

增持

— COOPER COS INC

+$1.3M

10,327 +28%

清仓

— ATLASSIAN CORP PLC

-$1.3M

0 -100%

增持

REGN REGENERON PHARMACEUTICALS

+$1.2M

19,613 +5%

减持

VO VANGUARD INDEX FDS

+$1.2M

112,189 -3%

减持

QUAL ISHARES TR

-$1.2M

42,040 -27%

增持

UPS UNITED PARCEL SERVICE INC

+$1.2M

59,030 +6%

增持

LOW LOWES COS INC

+$1.2M

62,318 +4%

增持

VOT VANGUARD INDEX FDS

+$1.2M

45,480 +11%

建仓

SJNK SPDR SER TR

+$1.2M

48,310

增持

CSCO CISCO SYS INC

+$1.1M

97,621 +11%

减持

INFL LISTED FD TR

+$1.1M

326,770 -1%

减持

TSLA TESLA INC

-$1.1M

6,531 -11%

增持

AVGO BROADCOM INC

+$1.1M

8,539 +4%

增持

ANSS ANSYS INC

+$1.1M

9,740 +73%

增持

COST COSTCO WHSL CORP NEW

+$1.1M

22,304 +16%

减持

XLF SELECT SECTOR SPDR TR

-$1.1M

9,872 -79%

减持

SBUX STARBUCKS CORP

+$1.0M

90,762 -4%

增持

EME EMCOR GROUP INC

+$1.0M

30,612 +1%

减持

XLK SELECT SECTOR SPDR TR

-$1.0M

40,208 -21%

增持

— PIONEER NAT RES CO

+$1.0M

12,681 +47%

建仓

USFR WISDOMTREE TR

+$1.0M

20,071

减持

VB VANGUARD INDEX FDS

+$1.0M

120,916 -2%

减持

BAC BANK AMERICA CORP

-$964.1K

63,402 -38%

建仓

IDV ISHARES TR

+$948.9K

34,938

清仓

XLC SELECT SECTOR SPDR TR

-$945.0K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$933.6K

16,182 +6%

减持

BANF BANCFIRST CORP

-$908.8K

14,087 -41%

增持

CXT CRANE HLDGS CO

+$907.3K

52,049 +5%

增持

CAT CATERPILLAR INC

+$899.0K

11,725 +1%

增持

SSD SIMPSON MFG INC

+$895.8K

36,113 +23%

增持

HUN HUNTSMAN CORP

+$886.1K

201,095 +6%

建仓

VOE VANGUARD INDEX FDS

+$885.4K

6,547

建仓

LVHI LEGG MASON ETF INVT

+$857.2K

33,550

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$830.5K

18,990 +43%

增持

ABT ABBOTT LABS

+$829.7K

46,477 +5%

增持

THW TEKLA WORLD HEALTHCARE FD

+$798.7K

78,681 +186%

增持

VTI VANGUARD INDEX FDS

+$784.8K

47,371 +3%

清仓

LIT GLOBAL X FDS

-$782.0K

0 -100%

减持

VT VANGUARD INTL EQUITY INDEX F

+$772.3K

154,174 -3%

增持

TTC TORO CO

+$768.5K

27,778 +1%

增持

DHR DANAHER CORPORATION

+$759.5K

30,361 +7%

减持

IJR ISHARES TR

+$745.5K

192,704 -4%

增持

TXN TEXAS INSTRS INC

+$736.3K

32,237 +9%

减持

VOO VANGUARD INDEX FDS

-$735.9K

10,876 -22%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$727.2K

43,705 -22%

增持

— TOTALENERGIES SE

+$707.7K

29,521 +22%

增持

BSY BENTLEY SYS INC

+$702.2K

83,338 +7%

增持

FICO FAIR ISAAC CORP

+$697.9K

3,336 +6%

增持

TRGP TARGA RES CORP

+$694.4K

16,142 +98%

增持

DLB DOLBY LABORATORIES INC

+$687.7K

32,502 +32%

增持

PEP PEPSICO INC

+$684.3K

28,558 +4%

清仓

— BROOKFIELD ASSET MGMT INC

-$671.0K

0 -100%

减持

GOOG ALPHABET INC

-$657.0K

50,659 -5%