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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 106
减持 24
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$59.5M
1,072,165
+19%
增持
NVDA
NVIDIA CORPORATION
+$50.0M
595,999
+229%
增持
CRM
SALESFORCE INC
+$34.5M
210,974
+133%
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
ORLY
OREILLY AUTOMOTIVE INC
-$26.9M
4,216
-86%
增持
SPY
SPDR S&P 500 ETF TR
+$26.1M
191,853
+24%
增持
IJR
ISHARES TR
+$21.1M
256,742
+206%
增持
BX
BLACKSTONE INC
+$20.4M
657,331
+1%
清仓
SPTI
SPDR SER TR
-$19.8M
0
-100%
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$19.2M
641,671
+865%
增持
META
META PLATFORMS INC
+$18.0M
190,805
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$17.8M
374,653
+24%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$17.7M
431,931
+86%
增持
ABBV
ABBVIE INC
+$17.5M
188,702
+64%
建仓
INGR
INGREDION INC
+$17.1M
124,143
建仓
PULS
PGIM ETF TR
+$16.8M
337,482
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$16.6M
255,413
+368%
增持
HD
HOME DEPOT INC
+$16.6M
159,455
+14%
减持
LULU
LULULEMON ATHLETICA INC
-$16.5M
2,549
-96%
增持
AMZN
AMAZON COM INC
+$16.4M
305,627
+53%
减持
SAFE
SAFEHOLD INC
+$15.6M
2,514,074
-4%
增持
MMM
3M CO
+$14.8M
225,716
+44%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$14.0M
302,160
增持
JNJ
JOHNSON & JOHNSON
+$13.7M
187,554
+64%
增持
AVGO
BROADCOM INC
+$13.6M
403,341
+1058%
减持
ADBE
ADOBE INC
-$13.6M
89,814
-17%
增持
VST
VISTRA CORP
+$13.6M
368,305
+5%
清仓
VRSN
VERISIGN INC
-$13.6M
0
-100%
增持
MSFT
MICROSOFT CORP
+$13.0M
643,723
+9%
清仓
SPTL
SPDR SER TR
-$12.8M
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$12.7M
562,709
+36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$12.1M
21,370
-93%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.9M
161,323
+17%
增持
DECK
DECKERS OUTDOOR CORP
+$11.5M
183,582
+899%
清仓
MORN
MORNINGSTAR INC
-$11.3M
0
-100%
增持
LPLA
LPL FINL HLDGS INC
+$10.8M
69,669
+260%
减持
FAST
FASTENAL CO
-$10.6M
68,135
-72%
增持
HRB
BLOCK H & R INC
+$10.5M
982,496
+3%
增持
VTV
VANGUARD INDEX FDS
+$10.3M
291,118
+15%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$9.8M
426,543
+4%
增持
MCD
MCDONALDS CORP
+$9.1M
87,938
+27%
减持
S
SENTINELONE INC
-$8.8M
797,207
-40%
增持
FTNT
FORTINET INC
+$8.5M
376,705
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.5M
47,137
+26%
增持
LOW
LOWES COS INC
+$8.2M
126,447
+7%
增持
EXP
EAGLE MATLS INC
+$8.2M
105,143
+4%
增持
V
VISA INC
+$8.2M
162,615
+17%
增持
WELL
WELLTOWER INC
+$8.0M
191,256
+21%
减持
PENN
PENN ENTERTAINMENT INC
-$7.9M
1,538,872
-19%
增持
LLY
ELI LILLY & CO
+$7.9M
74,296
+16%
增持
LMT
LOCKHEED MARTIN CORP
+$7.9M
43,624
+16%
减持
ASH
ASHLAND INC
-$7.7M
297,318
-16%
增持
MTG
MGIC INVT CORP WIS
+$7.6M
1,647,371
+3%
减持
—
DISCOVER FINL SVCS
-$7.4M
67,159
-48%
减持
CALF
PACER FDS TR
-$7.3M
258,747
-42%
减持
PFF
ISHARES TR
-$7.3M
20,664
-92%
增持
MA
MASTERCARD INCORPORATED
+$7.1M
96,937
+5%
增持
PGR
PROGRESSIVE CORP
+$7.0M
45,523
+107%
增持
—
LAM RESEARCH CORP
-$6.7M
41,661
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.5M
142,330
+242%
减持
XLV
SELECT SECTOR SPDR TR
-$6.5M
21,555
-68%
增持
NVS
NOVARTIS AG
+$6.4M
392,250
+8%
增持
GILD
GILEAD SCIENCES INC
+$6.0M
374,574
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$5.7M
29,816
+128%
建仓
URI
UNITED RENTALS INC
+$5.7M
7,046
增持
VO
VANGUARD INDEX FDS
+$5.6M
166,959
+5%
增持
IJH
ISHARES TR
+$5.6M
143,939
+148%
增持
JEF
JEFFERIES FINL GROUP INC
+$5.6M
422,700
+3%
增持
TSLA
TESLA INC
+$5.5M
45,318
+42%
减持
MBB
ISHARES TR
-$5.5M
2,945
-95%
增持
VB
VANGUARD INDEX FDS
+$5.5M
140,406
+10%
增持
EBAY
EBAY INC.
+$5.4M
424,130
+3%
增持
AZO
AUTOZONE INC
+$5.4M
19,353
+3%
增持
NEE
NEXTERA ENERGY INC
+$5.3M
115,674
+85%
增持
AGG
ISHARES TR
+$5.3M
110,726
+81%
增持
COST
COSTCO WHSL CORP NEW
+$5.2M
20,109
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
35,633
+29%
增持
WMT
WALMART INC
+$5.1M
144,947
+49%
减持
CBRE
CBRE GROUP INC
-$5.0M
4,499
-93%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$5.0M
0
-100%
减持
QNST
QUINSTREET INC
+$5.0M
2,556,223
-3%
增持
R
RYDER SYS INC
+$5.0M
187,136
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.0M
13,167
+129%
增持
DE
DEERE & CO
+$4.6M
11,692
+1640%
减持
Z
ZILLOW GROUP INC
-$4.6M
165,722
-49%
增持
—
EXXON MOBIL CORP
+$4.5M
99,841
+60%
增持
IQLT
ISHARES TR
+$4.5M
1,162,451
+4%
增持
NOW
SERVICENOW INC
+$4.4M
13,742
+38%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$4.4M
20,940
增持
—
BLACKROCK INC
+$4.1M
8,906
+63%
增持
ZTS
ZOETIS INC
+$4.1M
43,469
+71%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$4.0M
113,886
增持
NFLX
NETFLIX INC
+$4.0M
16,845
+42%
增持
—
BIOHAVEN LTD
+$3.7M
243,605
+0%
增持
UNP
UNION PAC CORP
+$3.7M
92,185
+10%
增持
AMAT
APPLIED MATLS INC
-$3.6M
152,959
+5%
增持
TXN
TEXAS INSTRS INC
+$3.5M
44,976
+52%
增持
COP
CONOCOPHILLIPS
+$3.5M
162,610
+36%
减持
DXCM
DEXCOM INC
-$3.4M
8,141
-77%
清仓
DLB
DOLBY LABORATORIES INC
-$3.4M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$3.4M
815,590
+13%
减持
CMA
COMERICA INC
+$3.3M
434,452
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.3M
50,075
+45%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.2M
67,935
+52%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.2M
8,865
+232%
增持
DHR
DANAHER CORPORATION
+$3.1M
24,413
+66%
建仓
SHV
ISHARES TR
+$3.1M
27,819
增持
TJX
TJX COS INC NEW
+$3.1M
84,185
+36%
减持
FLOT
ISHARES TR
-$3.1M
6,302
-90%
增持
DGRW
WISDOMTREE TR
+$3.1M
504,863
+1%
增持
KO
COCA COLA CO
+$3.0M
246,441
+7%
增持
GLD
SPDR GOLD TR
+$2.9M
23,165
+84%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.8M
53,385
+1113%
增持
DLR
DIGITAL RLTY TR INC
+$2.8M
20,400
+517%
增持
EFV
ISHARES TR
+$2.8M
52,135
+1273%
增持
DHI
D R HORTON INC
+$2.8M
15,927
+760%
增持
CMCSA
COMCAST CORP NEW
+$2.8M
124,589
+100%
增持
—
FERRARI N V
+$2.8M
10,659
+93%
增持
EME
EMCOR GROUP INC
+$2.7M
23,454
+16%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$2.7M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$2.7M
24,631
+43%
清仓
FUSI
AMERICAN CENTY ETF TR
-$2.6M
0
-100%
增持
CF
CF INDS HLDGS INC
+$2.6M
188,735
+3%
增持
HCA
HCA HEALTHCARE INC
+$2.6M
8,688
+192%
减持
SCHW
SCHWAB CHARLES CORP
-$2.6M
81,680
-23%
增持
PH
PARKER-HANNIFIN CORP
+$2.6M
10,934
+27%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.5M
123,605
增持
ISRG
INTUITIVE SURGICAL INC
+$2.5M
17,490
+28%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
54,008
+36%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
31,200
+11%
增持
ORCL
ORACLE CORP
+$2.4M
30,581
+56%
清仓
JAAA
JANUS DETROIT STR TR
-$2.4M
0
-100%
增持
VGT
VANGUARD WORLD FD
+$2.4M
22,380
+21%
增持
HON
HONEYWELL INTL INC
+$2.4M
18,171
+192%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.4M
24,272
+123%
减持
NTES
NETEASE INC
-$2.4M
16,010
-61%
增持
IWD
ISHARES TR
+$2.4M
25,610
+79%
建仓
—
TE CONNECTIVITY PLC
+$2.4M
15,592
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.3M
171,500
+20%
增持
—
JFROG LTD
-$2.3M
398,727
+8%
减持
EFA
ISHARES TR
+$2.3M
517,790
-1%
增持
—
MEDTRONIC PLC
+$2.3M
30,206
+437%
增持
TLT
ISHARES TR
+$2.3M
52,322
+68%
增持
GOOGL
ALPHABET INC
+$2.3M
689,938
+12%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$2.2M
0
-100%
增持
HWM
HOWMET AEROSPACE INC
+$2.2M
47,738
+46%
建仓
APP
APPLOVIN CORP
+$2.2M
17,086
增持
AMGN
AMGEN INC
+$2.2M
73,083
+7%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.2M
1,061
-78%
增持
KLAC
KLA CORP
-$2.2M
72,864
+3%
增持
QCOM
QUALCOMM INC
+$2.1M
49,648
+57%
