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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 28
增持 82
减持 24
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
SAFE
SAFEHOLD INC
+$82.6M
2,813,990
清仓
—
SAFEHOLD INC
-$55.3M
0
-100%
清仓
—
ISTAR INC
-$32.8M
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
AAPL
APPLE INC
+$23.9M
560,247
+6%
减持
IWD
ISHARES TR
-$22.2M
2,874
-98%
增持
MSFT
MICROSOFT CORP
+$21.3M
365,175
+4%
减持
PFE
PFIZER INC
-$19.6M
163,930
-68%
增持
XLV
SELECT SECTOR SPDR TR
+$16.1M
180,953
+233%
增持
SCHW
SCHWAB CHARLES CORP
+$15.9M
307,599
+10260%
清仓
—
MOMENTIVE GLOBAL INC
-$14.4M
0
-100%
减持
—
NEW RELIC INC
+$13.9M
763,609
-1%
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$11.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$11.6M
132,130
+19%
建仓
—
AVANTAX INC
+$11.6M
440,271
建仓
MTG
MGIC INVT CORP WIS
+$11.4M
847,900
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$11.2M
150,481
减持
UNH
UNITEDHEALTH GROUP INC
-$10.4M
42,181
-26%
增持
META
META PLATFORMS INC
+$10.3M
104,439
+6%
增持
MA
MASTERCARD INCORPORATED
+$10.0M
53,900
+97%
建仓
VRSN
VERISIGN INC
+$9.8M
46,533
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$9.4M
388,721
+99%
建仓
—
LINDE PLC
+$9.1M
25,675
清仓
SLM
SLM CORP
-$9.0M
0
-100%
减持
BX
BLACKSTONE INC
+$9.0M
738,935
-2%
建仓
EXP
EAGLE MATLS INC
+$8.5M
58,252
减持
CRM
SALESFORCE INC
+$8.2M
125,876
-1%
清仓
—
LINDE PLC
-$8.1M
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$7.9M
184,027
+113%
增持
TSLA
TESLA INC
+$7.3M
39,209
+500%
建仓
EMB
ISHARES TR
+$7.1M
82,865
增持
COP
CONOCOPHILLIPS
+$7.0M
74,516
+2220%
增持
VNQ
VANGUARD INDEX FDS
+$6.9M
95,909
+615%
增持
IQLT
ISHARES TR
+$6.5M
704,607
+24%
减持
—
BERRY GLOBAL GROUP INC
-$6.2M
327,477
-22%
减持
KO
COCA COLA CO
-$6.1M
159,654
-37%
减持
COST
COSTCO WHSL CORP NEW
-$5.5M
9,448
-58%
建仓
STHO
STAR HLDGS
+$5.4M
307,849
清仓
CXT
CRANE HLDGS CO
-$5.2M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$5.2M
726,541
+1%
增持
GOOGL
ALPHABET INC
+$5.0M
298,871
+1%
增持
—
CANO HEALTH INC
+$4.9M
5,490,311
+11403%
增持
QNST
QUINSTREET INC
+$4.6M
2,399,447
+3%
增持
VO
VANGUARD INDEX FDS
+$4.1M
127,884
+14%
增持
SMH
VANECK ETF TRUST
+$4.1M
54,803
+8%
减持
WFC
WELLS FARGO CO NEW
-$4.0M
327,665
-17%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$4.0M
17,450
-88%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.9M
342,495
+23%
增持
FTNT
FORTINET INC
+$3.8M
197,262
+4%
增持
AMZN
AMAZON COM INC
+$3.8M
137,781
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.8M
279,632
+20%
增持
VUG
VANGUARD INDEX FDS
+$3.7M
33,669
+53%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.4M
106,013
-45%
建仓
—
BIOHAVEN LTD
+$3.3M
243,503
建仓
—
JFROG LTD
+$3.3M
167,490
增持
NVDA
NVIDIA CORPORATION
+$3.2M
21,465
+15%
清仓
—
CONCERT PHARMACEUTICALS INC
-$3.2M
0
-100%
增持
IEFA
ISHARES TR
+$3.1M
248,899
+13%
增持
—
POWERSCHOOL HOLDINGS INC
-$3.0M
941,072
+0%
减持
Z
ZILLOW GROUP INC
+$3.0M
252,696
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.9M
51,274
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.9M
373,179
+18%
清仓
GMED
GLOBUS MED INC
-$2.8M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$2.8M
20,596
+5%
清仓
CPRT
COPART INC
-$2.8M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$2.7M
131,547
+9%
增持
KWEB
KRANESHARES TR
+$2.7M
811,739
+9%
建仓
SDY
SPDR SER TR
+$2.7M
21,884
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.7M
114,623
+47%
增持
—
LAM RESEARCH CORP
+$2.7M
20,334
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
108,442
+17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.6M
276,473
+16%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.4M
0
-100%
增持
—
INTERPUBLIC GROUP COS INC
+$2.4M
353,498
+10%
减持
CAT
CATERPILLAR INC
-$2.4M
1,643
-86%
增持
KLAC
KLA CORP
+$2.4M
54,313
+6%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.2M
49,898
增持
MCD
MCDONALDS CORP
+$2.2M
61,757
+8%
建仓
SPSB
SPDR SER TR
+$2.2M
73,076
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.2M
35,503
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.1M
456,872
+9%
建仓
VBK
VANGUARD INDEX FDS
+$2.0M
9,335
增持
V
VISA INC
+$2.0M
88,240
+2%
增持
VBR
VANGUARD INDEX FDS
+$1.9M
14,687
+396%
减持
IVV
ISHARES TR
-$1.9M
4,139
-55%
减持
LULU
LULULEMON ATHLETICA INC
-$1.8M
632
-90%
建仓
BIL
SPDR SER TR
+$1.8M
19,392
增持
UPS
UNITED PARCEL SERVICE INC
+$1.8M
62,073
+5%
增持
AMAT
APPLIED MATLS INC
+$1.8M
68,498
+0%
增持
CNQ
CANADIAN NAT RES LTD
+$1.7M
332,274
+10%
建仓
SAIA
SAIA INC
+$1.6M
5,998
增持
VGT
VANGUARD WORLD FDS
+$1.6M
18,127
+8%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
139,986
+13%
增持
R
RYDER SYS INC
+$1.6M
123,607
+9%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$1.5M
15,350
增持
—
ASPEN TECHNOLOGY INC
+$1.5M
21,936
+28%
增持
EL
LAUDER ESTEE COS INC
+$1.5M
8,025
+317%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.5M
40,435
-12%
减持
WRB
BERKLEY W R CORP
-$1.5M
43,579
-24%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$1.5M
0
-100%
建仓
TTD
THE TRADE DESK INC
+$1.5M
23,929
清仓
MSOS
ADVISORSHARES TR
-$1.5M
0
-100%
增持
GOOG
ALPHABET INC
+$1.4M
57,042
+13%
增持
NVS
NOVARTIS AG
+$1.4M
126,529
+12%
增持
GLD
SPDR GOLD TR
+$1.4M
10,130
+252%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$1.4M
0
-100%
增持
AZO
AUTOZONE INC
+$1.3M
11,113
+5%
减持
—
BLACKROCK INC
-$1.3M
5,483
-22%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
48,453
+7%
增持
VOE
VANGUARD INDEX FDS
+$1.3M
16,028
+145%
减持
IWM
ISHARES TR
-$1.2M
5,780
-56%
增持
HRB
BLOCK H & R INC
+$1.2M
776,343
+8%
增持
NFLX
NETFLIX INC
+$1.2M
10,532
+28%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
41,105
+2%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$1.2M
23,695
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.2M
16,425
增持
DGRW
WISDOMTREE TR
+$1.2M
353,155
+2%
增持
ASH
ASHLAND INC
+$1.1M
363,052
+8%
增持
ANSS
ANSYS INC
+$1.1M
10,498
+8%
增持
NOW
SERVICENOW INC
+$1.1M
10,704
+7%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
113,024
+7%
清仓
ATHM
AUTOHOME INC
-$1.0M
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$1.0M
19,313
建仓
SCZ
ISHARES TR
+$1.0M
16,968
增持
—
ACCENTURE PLC IRELAND
+$974.6K
42,200
+2%
增持
INTU
INTUIT
+$966.8K
8,887
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$955.7K
32,614
+17%
增持
USIG
ISHARES TR
+$943.7K
207,826
+6%
建仓
UMC
UNITED MICROELECTRONICS CORP
+$933.9K
106,615
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$911.9K
73,377
+14%
增持
SU
SUNCOR ENERGY INC NEW
+$906.6K
435,055
+10%
增持
HON
HONEYWELL INTL INC
-$897.4K
45,340
+2%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$885.8K
152,646
-20%
增持
LMT
LOCKHEED MARTIN CORP
+$875.6K
27,156
+10%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$867.9K
13,071
建仓
IAU
ISHARES GOLD TR
+$863.9K
23,117
增持
VOO
VANGUARD INDEX FDS
+$862.7K
12,454
+15%
清仓
LVHI
LEGG MASON ETF INVT
-$857.2K
0
-100%
减持
FHB
FIRST HAWAIIAN INC
-$857.0K
104,871
-10%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$852.8K
24,279
+4%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$848.3K
130,834
+962%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$825.2K
11,200
增持
TRV
TRAVELERS COMPANIES INC
+$820.6K
5,966
+453%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$801.4K
29,456
+14%
增持
LOW
LOWES COS INC
+$800.0K
66,091
+6%
增持
WSO
WATSCO INC
+$788.5K
8,539
+10%
建仓
RIO
RIO TINTO PLC
+$768.5K
11,202
减持
EFA
ISHARES TR
+$762.6K
612,611
-7%
增持
PANW
PALO ALTO NETWORKS INC
+$752.0K
5,456
+125%
增持
TER
TERADYNE INC
+$747.6K
29,378
+6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$744.7K
31,140
-29%
