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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 26增持 94减持 23清仓 7

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

+$54.2M

527,040 +16%

增持

AAPL APPLE INC

+$36.6M

808,709 +16%

增持

GOOGL ALPHABET INC

+$22.9M

539,934 +35%

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

WFC WELLS FARGO CO NEW

+$21.7M

762,930 +96%

建仓

— FORTINET INC

+$18.4M

313,753

建仓

SPTI SPDR SER TR

+$18.1M

635,200

建仓

S SENTINELONE INC

+$16.5M

600,798

增持

META META PLATFORMS INC

+$16.4M

158,414 +20%

清仓

FTNT FORTINET INC

-$16.1M

0 -100%

增持

AVGO BROADCOM INC

+$15.8M

47,067 +6%

增持

BX BLACKSTONE INC

+$15.2M

637,375 +0%

增持

KLAC KLA CORP

+$14.8M

82,640 +14%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$13.9M

290,639 +1569%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$13.6M

91,404 -73%

减持

SAFE SAFEHOLD INC

+$12.7M

2,633,417 -4%

增持

VUSB VANGUARD BD INDEX FDS

+$12.4M

254,155 +5880%

建仓

SPTL SPDR SER TR

+$11.7M

402,236

增持

VCIT VANGUARD SCOTTSDALE FDS

+$11.5M

236,334 +132%

增持

HRB BLOCK H & R INC

+$11.5M

1,133,994 +13%

增持

JPM JPMORGAN CHASE & CO

+$11.3M

265,191 +14%

减持

SWKS SKYWORKS SOLUTIONS INC

-$11.0M

3,663 -97%

减持

BABA ALIBABA GROUP HLDG LTD

-$10.8M

49,057 -71%

增持

VV VANGUARD INDEX FDS

+$10.7M

57,244 +540%

减持

KMB KIMBERLY-CLARK CORP

-$10.3M

2,354 -97%

增持

HD HOME DEPOT INC

+$10.1M

121,257 +15%

建仓

CMA COMERICA INC

+$10.1M

180,397

增持

VO VANGUARD INDEX FDS

+$9.9M

160,868 +22%

增持

BND VANGUARD BD INDEX FDS

+$9.6M

141,830 +1129%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$9.6M

478,656 +31%

增持

ADBE ADOBE INC

+$9.5M

70,237 +11%

增持

VTI VANGUARD INDEX FDS

+$9.5M

91,538 +60%

增持

— LAM RESEARCH CORP

+$9.5M

33,759 +25%

减持

— ACCENTURE PLC IRELAND

-$9.2M

26,618 -56%

清仓

— AVANTAX INC

-$9.0M

0 -100%

减持

QNST QUINSTREET INC

+$8.7M

2,606,139 -5%

增持

LPLA LPL FINL HLDGS INC

+$8.7M

55,827 +229%

增持

— DISCOVER FINL SVCS

+$8.6M

166,467 +43%

增持

LLY ELI LILLY & CO

+$8.4M

76,757 +13%

增持

SPY SPDR S&P 500 ETF TR

+$8.4M

153,225 +2%

减持

VGLT VANGUARD SCOTTSDALE FDS

-$8.0M

54,941 -73%

建仓

SONO SONOS INC

+$7.5M

434,818

增持

IQLT ISHARES TR

+$7.4M

1,003,120 +11%

建仓

BSV VANGUARD BD INDEX FDS

+$7.3M

94,903

增持

MA MASTERCARD INCORPORATED

+$7.2M

85,213 +16%

减持

UPS UNITED PARCEL SERVICE INC

-$7.1M

29,033 -61%

增持

AZO AUTOZONE INC

+$6.6M

17,188 +15%

增持

EXEL EXELIXIS INC

+$6.1M

681,104 +45%

减持

ABBV ABBVIE INC

-$5.8M

46,385 -47%

增持

MTG MGIC INVT CORP WIS

+$5.7M

1,444,931 +9%

增持

V VISA INC

+$5.4M

126,889 +6%

增持

REGN REGENERON PHARMACEUTICALS

+$5.3M

32,719 +15%

增持

CDNS CADENCE DESIGN SYSTEM INC

+$5.3M

79,505 +14%

增持

IWF ISHARES TR

+$5.2M

132,793 +1%

增持

AMAT APPLIED MATLS INC

+$5.2M

132,028 +13%

增持

ORLY OREILLY AUTOMOTIVE INC

+$5.1M

34,217 +14%

清仓

— NEW RELIC INC

-$5.0M

0 -100%

增持

EXP EAGLE MATLS INC

+$5.0M

89,090 +13%

减持

PINS PINTEREST INC

+$4.8M

559,012 -5%

增持

VB VANGUARD INDEX FDS

+$4.7M

139,519 +5%

增持

EFA ISHARES TR

+$4.6M

621,393 +1%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$4.6M

120,201 +18%

增持

VTV VANGUARD INDEX FDS

+$4.4M

272,796 +3%

减持

CRM SALESFORCE INC

+$4.2M

77,878 -3%

增持

IWR ISHARES TR

+$4.1M

102,899 +84%

增持

GILD GILEAD SCIENCES INC

+$4.1M

339,967 +9%

增持

NVS NOVARTIS AG

+$4.1M

324,901 +15%

增持

UNP UNION PAC CORP

+$4.1M

75,719 +6%

建仓

VTEB VANGUARD MUN BD FDS

+$4.1M

79,561

清仓

IEF ISHARES TR

-$4.1M

0 -100%

增持

LOW LOWES COS INC

+$4.1M

103,624 +13%

增持

MCD MCDONALDS CORP

+$4.0M

80,944 +7%

增持

DXCM DEXCOM INC

+$4.0M

37,912 +407%

增持

SMH VANECK ETF TRUST

+$4.0M

122,287 +2%

增持

— ENDEAVOR GROUP HLDGS INC

+$4.0M

752,508 +8%

建仓

PFLT PENNANTPARK FLOATING RATE CA

+$3.7M

309,203

减持

AMZN AMAZON COM INC

+$3.7M

181,751 -3%

增持

VEA VANGUARD TAX-MANAGED FDS

+$3.6M

214,283 +40%

增持

MBB ISHARES TR

+$3.6M

52,525 +238%

建仓

— MANCHESTER UTD PLC NEW

+$3.5M

173,346

增持

VWO VANGUARD INTL EQUITY INDEX F

+$3.5M

519,343 +14%

增持

VCLT VANGUARD SCOTTSDALE FDS

+$3.4M

46,223 +1014%

增持

HON HONEYWELL INTL INC

+$3.3M

71,652 +13%

增持

CNQ CANADIAN NAT RES LTD

+$3.3M

456,414 +11%

减持

DGRW WISDOMTREE TR

+$3.1M

479,057 -0%

增持

QQQ INVESCO QQQ TR

+$3.1M

8,950 +502%

建仓

ZWS ZURN ELKAY WATER SOLNS CORP

+$3.1M

106,441

增持

CALF PACER FDS TR

+$3.1M

411,212 +3%

增持

— JFROG LTD

+$3.1M

196,938 +33%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$3.1M

232,863 -19%

增持

OKTA OKTA INC

+$3.0M

182,758 +10%

建仓

UFPI UFP INDUSTRIES INC

+$3.0M

24,263

增持

AMGN AMGEN INC

+$3.0M

61,087 +13%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$3.0M

30,572 +13%

增持

VST VISTRA CORP

+$2.9M

314,535 +14%

增持

— ASML HOLDING N V

+$2.9M

9,243 +33%

建仓

VXUS VANGUARD STAR FDS

+$2.7M

46,722

建仓

KAI KADANT INC

+$2.7M

9,638

增持

TJX TJX COS INC NEW

+$2.7M

60,813 +79%

建仓

DNL WISDOMTREE TR

+$2.6M

69,876

增持

R RYDER SYS INC

+$2.6M

159,268 +8%

增持

LMT LOCKHEED MARTIN CORP

+$2.5M

34,336 +8%

增持

JEF JEFFERIES FINL GROUP INC

+$2.5M

356,379 +9%

增持

VT VANGUARD INTL EQUITY INDEX F

+$2.5M

155,546 +7%

增持

VUG VANGUARD INDEX FDS

+$2.4M

37,790 +10%

建仓

IWD ISHARES TR

+$2.3M

14,140

减持

SCHW SCHWAB CHARLES CORP

-$2.3M

281,832 -29%

清仓

PWR QUANTA SVCS INC

-$2.3M

0 -100%

减持

PEP PEPSICO INC

-$2.3M

23,048 -37%

增持

— LINDE PLC

+$2.3M

36,428 +7%

增持

VRSN VERISIGN INC

+$2.3M

72,544 +16%

减持

KWEB KRANESHARES TR

-$2.3M

695,630 -9%

增持

NOC NORTHROP GRUMMAN CORP

+$2.2M

9,319 +93%

增持

JNJ JOHNSON & JOHNSON

+$2.2M

106,055 +15%

减持

UBER UBER TECHNOLOGIES INC

+$2.2M

281,238 -15%

增持

ALSN ALLISON TRANSMISSION HLDGS I

+$2.1M

519,845 +9%

清仓

VEEV VEEVA SYS INC

-$2.0M

0 -100%

增持

UNH UNITEDHEALTH GROUP INC

+$2.0M

42,854 +5%

增持

PM PHILIP MORRIS INTL INC

+$2.0M

50,865 +70%

增持

RELX RELX PLC

+$2.0M

104,453 +63%

建仓

IDV ISHARES TR

+$2.0M

70,668

增持

QCOM QUALCOMM INC

+$1.9M

20,677 +120%

建仓

NYF ISHARES TR

+$1.9M

35,580

建仓

DOCT FIRST TR EXCHNG TRADED FD VI

+$1.9M

51,884

建仓

PNNT PENNANTPARK INVT CORP

+$1.9M

270,487

增持

VEU VANGUARD INTL EQUITY INDEX F

+$1.9M

54,104 +140%

减持

MUB ISHARES TR

-$1.9M

30,013 -40%

增持

IEFA ISHARES TR

+$1.8M

269,825 +1%

建仓

SLRC SLR INVESTMENT CORP

+$1.8M

118,427

增持

MRK MERCK & CO INC

+$1.7M

70,952 +21%

增持

COST COSTCO WHSL CORP NEW

+$1.7M

14,005 +5%

建仓

ITOT ISHARES TR

+$1.7M

15,927

增持

WM WASTE MGMT INC DEL

+$1.6M

12,835 +194%

增持

KO COCA COLA CO

+$1.6M

214,315 +9%

减持

ASH ASHLAND INC

-$1.6M

315,604 -9%

增持

USIG ISHARES TR

+$1.5M

372,404 +2%

增持

LDP COHEN & STEERS LTD DURATION

+$1.5M

95,077 +657%

清仓

TLT ISHARES TR

-$1.5M

0 -100%

增持

INTC INTEL CORP

+$1.5M

45,449 +112%

增持

VOO VANGUARD INDEX FDS

+$1.5M

18,997 +10%

减持

SSD SIMPSON MFG INC

+$1.5M

32,894 -2%

建仓

FMHI FIRST TR EXCH TRADED FD III

+$1.5M

31,531

建仓

ARCC ARES CAPITAL CORP

+$1.5M

74,730

增持

UMC UNITED MICROELECTRONICS CORP

+$1.5M

392,923 +51%

增持

BHP BHP GROUP LTD

+$1.5M

51,515 +44%

建仓

ICOW PACER FDS TR

+$1.4M

46,016

减持

INFL LISTED FD TR

-$1.4M

100,848 -33%

建仓

ACWV ISHARES INC

+$1.3M

13,427

增持

— COOPER COS INC

+$1.3M

13,843 +13%

增持

IJR ISHARES TR

+$1.3M

93,901 +0%

增持

IWM ISHARES TR

+$1.3M

23,635 +22%