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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 106
减持 26
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$34.0M
408,910
+12%
增持
AVGO
BROADCOM INC
+$31.0M
41,133
+463%
增持
AAPL
APPLE INC
+$27.0M
615,431
+10%
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
—
NEW RELIC INC
-$19.8M
575,630
-25%
减持
SAFE
SAFEHOLD INC
-$16.4M
2,792,103
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$15.6M
58,846
-67%
建仓
PINS
PINTEREST INC
+$15.3M
558,374
增持
CALF
PACER FDS TR
+$14.5M
363,459
+4814%
增持
QNST
QUINSTREET INC
-$13.6M
2,771,883
+16%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$12.7M
105,174
增持
AMZN
AMAZON COM INC
+$12.5M
207,671
+51%
增持
NVS
NOVARTIS AG
+$12.4M
238,248
+88%
增持
JPM
JPMORGAN CHASE & CO
+$12.4M
210,662
+50%
增持
GOOGL
ALPHABET INC
+$10.9M
350,223
+17%
增持
LLY
LILLY ELI & CO
+$10.5M
61,564
+15%
建仓
OKTA
OKTA INC
+$9.7M
140,425
减持
UBER
UBER TECHNOLOGIES INC
-$9.7M
308,299
-58%
减持
IJR
ISHARES TR
-$9.4M
94,416
-52%
增持
META
META PLATFORMS INC
+$8.4M
106,549
+2%
增持
—
AVANTAX INC
+$7.4M
847,299
+92%
增持
SPY
SPDR S&P 500 ETF TR
+$7.2M
138,269
+5%
减持
EMB
ISHARES TR
-$6.9M
2,605
-97%
减持
ASH
ASHLAND INC
-$6.6M
352,592
-3%
增持
MTG
MGIC INVT CORP WIS
+$6.6M
1,137,759
+34%
减持
CRM
SALESFORCE INC
-$6.5M
88,419
-30%
增持
V
VISA INC
+$6.2M
109,851
+24%
减持
INFL
LISTED FD TR
-$5.9M
156,482
-55%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.8M
358,075
+28%
增持
DGRW
WISDOMTREE TR
+$5.8M
416,790
+18%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$5.4M
407,985
+5%
减持
BX
BLACKSTONE INC
-$5.4M
640,234
-13%
增持
KLAC
KLA CORP
+$5.3M
55,663
+2%
增持
—
ACCENTURE PLC IRELAND
+$5.3M
56,241
+33%
增持
GILD
GILEAD SCIENCES INC
+$5.2M
265,258
+44%
增持
PFF
ISHARES TR
+$4.8M
277,404
+132%
增持
USIG
ISHARES TR
+$4.8M
306,572
+48%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.7M
37,532
+6%
减持
IEMG
ISHARES INC
-$4.6M
111,765
-46%
减持
AMT
AMERICAN TOWER CORP NEW
-$4.5M
19,655
-51%
增持
AMAT
APPLIED MATLS INC
+$4.2M
87,139
+27%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1M
191,511
+81%
增持
VNQ
VANGUARD INDEX FDS
+$4.0M
142,769
+49%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.9M
25,632
+6%
减持
JNJ
JOHNSON & JOHNSON
-$3.8M
82,971
-27%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.7M
18,413
+78%
减持
—
BERRY GLOBAL GROUP INC
-$3.6M
243,382
-26%
增持
SCHW
SCHWAB CHARLES CORP
+$3.6M
348,266
+13%
增持
HON
HONEYWELL INTL INC
+$3.6M
59,120
+30%
减持
IWF
ISHARES TR
+$3.5M
132,353
-2%
增持
ABT
ABBOTT LABS
+$3.5M
72,759
+67%
减持
PFE
PFIZER INC
-$3.4M
89,823
-45%
增持
MCD
MCDONALDS CORP
+$3.2M
68,553
+11%
增持
KWEB
KRANESHARES TR
-$3.2M
821,898
+1%
增持
MA
MASTERCARD INCORPORATED
+$3.1M
57,804
+7%
增持
SMH
VANECK ETF TRUST
+$3.1M
115,283
+110%
增持
COST
COSTCO WHSL CORP NEW
+$3.1M
14,474
+53%
增持
PG
PROCTER AND GAMBLE CO
+$3.1M
55,349
+55%
增持
HD
HOME DEPOT INC
+$3.0M
93,196
+6%
增持
UNP
UNION PAC CORP
+$3.0M
70,457
+24%
增持
KO
COCA COLA CO
+$3.0M
213,898
+34%
增持
IQLT
ISHARES TR
+$2.9M
780,072
+11%
增持
IWR
ISHARES TR
+$2.9M
45,964
+556%
减持
XLE
SELECT SECTOR SPDR TR
-$2.7M
104,357
-23%
增持
—
LINDE PLC
+$2.6M
30,889
+20%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
55,022
+18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.6M
323,022
-13%
增持
—
LAM RESEARCH CORP
+$2.6M
20,770
+2%
增持
EXP
EAGLE MATLS INC
+$2.5M
59,516
+2%
增持
INTU
INTUIT
+$2.5M
14,093
+59%
增持
SHW
SHERWIN WILLIAMS CO
+$2.5M
17,134
+87%
增持
PANW
PALO ALTO NETWORKS INC
+$2.5M
13,919
+155%
减持
STHO
STAR HLDGS
-$2.4M
199,402
-35%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
19,801
-8%
增持
WFC
WELLS FARGO CO NEW
+$2.4M
342,710
+5%
增持
TSLA
TESLA INC
+$2.3M
40,041
+2%
增持
TJX
TJX COS INC NEW
+$2.3M
37,365
+244%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.2M
153,008
+33%
增持
MLM
MARTIN MARIETTA MATLS INC
+$2.2M
5,245
+645%
清仓
SPSB
SPDR SER TR
-$2.2M
0
-100%
清仓
DOV
DOVER CORP
-$2.2M
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$2.1M
6,192
-41%
增持
LOW
LOWES COS INC
+$2.1M
67,833
+3%
增持
FTNT
FORTINET INC
+$2.1M
201,129
+2%
建仓
CHH
CHOICE HOTELS INTL INC
+$2.1M
17,655
增持
IWM
ISHARES TR
+$2.1M
16,554
+186%
建仓
MCO
MOODYS CORP
+$2.1M
5,925
增持
PH
PARKER-HANNIFIN CORP
+$2.1M
7,266
+212%
增持
AXP
AMERICAN EXPRESS CO
+$2.0M
13,161
+731%
增持
IVV
ISHARES TR
+$2.0M
8,307
+101%
增持
NKE
NIKE INC
+$2.0M
33,590
+135%
增持
VO
VANGUARD INDEX FDS
+$1.9M
131,334
+3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
46,446
+527%
增持
ORCL
ORACLE CORP
+$1.9M
19,683
+276%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.8M
44,932
+589%
增持
ADI
ANALOG DEVICES INC
+$1.8M
12,713
+280%
增持
NFLX
NETFLIX INC
+$1.8M
12,305
+17%
增持
JEF
JEFFERIES FINL GROUP INC
+$1.8M
555,027
+6%
增持
TXN
TEXAS INSTRS INC
+$1.8M
39,988
+37%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.7M
35,926
+719%
增持
NOW
SERVICENOW INC
+$1.7M
11,918
+11%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.7M
2,789
-12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
7,052
+100%
增持
—
EXXON MOBIL CORP
+$1.6M
31,717
+96%
清仓
CIEN
CIENA CORP
-$1.6M
0
-100%
建仓
AMP
AMERIPRISE FINL INC
+$1.6M
4,815
增持
GOOG
ALPHABET INC
+$1.6M
62,242
+9%
增持
REGN
REGENERON PHARMACEUTICALS
-$1.6M
21,333
+4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.6M
52,727
+3%
减持
—
CANO HEALTH INC
-$1.6M
2,466,180
-55%
增持
QUAL
ISHARES TR
+$1.6M
49,897
+20%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
44,422
+8%
增持
—
JFROG LTD
+$1.5M
172,886
+3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.4M
322,192
-6%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$1.4M
9,492
增持
SPGI
S&P GLOBAL INC
+$1.4M
5,206
+181%
建仓
SLB
SCHLUMBERGER LTD
+$1.4M
29,218
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$1.4M
28,911
+490%
建仓
—
CHUBB LIMITED
+$1.4M
7,411
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$1.4M
34,070
+161%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
14,871
+19%
增持
CNQ
CANADIAN NAT RES LTD
+$1.4M
350,996
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
11,011
+439%
增持
DHR
DANAHER CORPORATION
+$1.3M
38,282
+23%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.3M
18,746
+42%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.3M
32,200
+70%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
21,778
+363%
增持
—
ASPEN TECHNOLOGY INC
-$1.3M
22,328
+2%
清仓
ABBNY
ABB LTD
-$1.3M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$1.3M
14,095
-35%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.3M
25,045
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.3M
90,317
+23%
增持
HRB
BLOCK H & R INC
-$1.2M
819,723
+6%
增持
LQD
ISHARES TR
+$1.2M
32,488
+57%
增持
AZO
AUTOZONE INC
+$1.2M
11,442
+3%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
增持
EOG
EOG RES INC
+$1.2M
97,362
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
12,963
+302%
减持
VB
VANGUARD INDEX FDS
+$1.2M
131,177
-0%
增持
BSY
BENTLEY SYS INC
+$1.1M
90,715
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
109,856
+1%
建仓
DG
DOLLAR GEN CORP NEW
+$1.1M
6,617
增持
—
INTERPUBLIC GROUP COS INC
+$1.1M
369,830
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
26,057
+316%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.1M
4,252
+311%
增持
DGRO
ISHARES TR
+$1.1M
70,829
+38%
增持
FAST
FASTENAL CO
+$1.1M
62,183
+30%
建仓
KFRC
KFORCE INC
+$1.1M
17,183
清仓
ATR
APTARGROUP INC
-$1.1M
0
-100%
增持
BHP
BHP GROUP LTD
+$1.1M
34,582
+118%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$1.1M
15,505
+180%
