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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 106
减持 20
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE TR
+$419.2M
8,330,402
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$104.5M
1,974,566
+908%
增持
VOO
VANGUARD INDEX FDS
+$102.6M
217,086
+303%
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。
建仓
ISHG
ISHARES TR
+$76.1M
1,011,253
增持
IWF
ISHARES TR
+$73.0M
271,051
+136%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$53.6M
1,096,874
+345%
增持
GOOGL
ALPHABET INC
+$52.0M
887,209
+12%
增持
AAPL
APPLE INC
+$50.1M
1,343,979
+15%
增持
NVDA
NVIDIA CORPORATION
+$49.7M
1,490,872
+27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$48.2M
291,902
+612%
建仓
LOB
LIVE OAK BANCSHARES INC
+$43.3M
1,259,422
减持
VICI
VICI PPTYS INC
-$40.8M
111,309
-92%
增持
VTI
VANGUARD INDEX FDS
+$34.6M
224,567
+84%
建仓
HST
HOST HOTELS & RESORTS INC
+$33.5M
1,889,316
增持
GOOG
ALPHABET INC
+$25.9M
161,947
+85%
增持
ABBV
ABBVIE INC
+$24.9M
397,677
+31%
增持
SPY
SPDR S&P 500 ETF TR
+$23.1M
235,068
+18%
增持
AVGO
BROADCOM INC
+$20.7M
469,277
+19%
增持
AMZN
AMAZON COM INC
+$20.3M
683,325
+24%
增持
MSFT
MICROSOFT CORP
+$20.3M
788,473
+11%
建仓
AR
ANTERO RESOURCES CORP
+$20.1M
583,110
增持
META
META PLATFORMS INC
+$19.9M
231,939
+11%
减持
WDAY
WORKDAY INC
-$19.4M
12,080
-87%
减持
VRSK
VERISK ANALYTICS INC
-$19.4M
3,692
-96%
减持
INGR
INGREDION INC
-$17.8M
12,007
-93%
建仓
BILL
BILL HOLDINGS INC
+$15.8M
289,289
增持
V
VISA INC
+$15.8M
217,796
+22%
增持
LLY
ELI LILLY & CO
+$15.4M
63,775
+11%
建仓
DVN
DEVON ENERGY CORP NEW
+$14.6M
399,681
增持
JPM
JPMORGAN CHASE & CO.
+$14.5M
480,501
+7%
增持
QUAL
ISHARES TR
+$13.7M
136,107
+99%
增持
IJH
ISHARES TR
+$12.9M
359,696
+114%
增持
BX
BLACKSTONE INC
+$12.5M
714,702
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$12.1M
81,690
+41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.1M
67,176
+51%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$11.2M
543,422
+103%
建仓
EPI
WISDOMTREE TR
+$11.2M
241,966
增持
GS
GOLDMAN SACHS GROUP INC
+$10.3M
24,350
+75%
增持
JNJ
JOHNSON & JOHNSON
+$9.9M
259,718
+10%
增持
WFC
WELLS FARGO CO NEW
+$9.7M
1,020,887
+4%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$9.4M
560,132
-0%
增持
COST
COSTCO WHSL CORP NEW
+$9.4M
33,932
+59%
增持
TSLA
TESLA INC
+$9.1M
79,372
+38%
增持
ORCL
ORACLE CORP
-$9.0M
223,454
+6%
减持
PULS
PGIM ETF TR
-$8.9M
274,500
-39%
减持
PENN
PENN ENTERTAINMENT INC
-$8.9M
278,884
-65%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$8.9M
26,441
+301%
增持
IWD
ISHARES TR
+$8.7M
88,296
+83%
增持
NVS
NOVARTIS AG
+$8.6M
505,339
+4%
增持
JEF
JEFFERIES FINL GROUP INC
+$8.2M
924,615
+2%
增持
MA
MASTERCARD INCORPORATED
+$7.7M
108,111
+11%
增持
VST
VISTRA CORP
-$7.7M
349,327
+3%
减持
IJR
ISHARES TR
-$7.5M
125,338
-34%
增持
R
RYDER SYS INC
+$7.1M
250,334
+3%
增持
CRM
SALESFORCE INC
+$7.1M
240,112
+7%
增持
CMA
COMERICA INC
+$6.8M
641,793
+2%
增持
BND
VANGUARD BD INDEX FDS
+$6.6M
181,182
+95%
增持
EBAY
EBAY INC.
+$6.5M
652,686
+5%
增持
ACWI
ISHARES TR
+$6.4M
56,435
+407%
增持
EFA
ISHARES TR
+$6.2M
547,451
+11%
增持
KO
COCA COLA CO
+$6.1M
449,619
+21%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.0M
27,585
+58%
增持
HRB
BLOCK H & R INC
-$5.9M
843,749
+0%
增持
QQQ
INVESCO QQQ TR
+$5.9M
40,561
+62%
增持
CEG
CONSTELLATION ENERGY CORP
+$5.7M
18,197
+865%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.7M
11,338
+464%
建仓
—
MONDAY COM LTD
+$5.6M
38,187
建仓
ENSG
ENSIGN GROUP INC
+$5.2M
29,988
增持
AXP
AMERICAN EXPRESS CO
+$5.1M
39,558
+53%
减持
PINS
PINTEREST INC
-$5.1M
31,900
-86%
减持
TIC
TIC SOLUTIONS INC
-$5.1M
1,397,118
-14%
增持
GEV
GE VERNOVA INC
+$5.0M
11,679
+151%
减持
SAFE
SAFEHOLD INC
-$5.0M
953,198
-24%
增持
EFG
ISHARES TR
+$5.0M
47,880
+1078%
增持
LRCX
LAM RESEARCH CORP
+$4.9M
452,879
+3%
增持
WMT
WALMART INC
+$4.9M
180,521
+20%
建仓
ETOR
ETORO GROUP LTD
+$4.6M
251,402
建仓
JD
JD.COM INC
+$4.4M
154,827
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.4M
17,944
+69%
增持
NRG
NRG ENERGY INC
-$4.2M
338,101
+1%
增持
AMAT
APPLIED MATLS INC
+$4.2M
122,162
+8%
增持
MTG
MGIC INVT CORP WIS
+$4.1M
2,183,602
+3%
增持
PYLD
PIMCO ETF TR
+$4.1M
162,786
+1815%
清仓
CLOI
VANECK ETF TRUST
-$4.1M
0
-100%
增持
IVV
ISHARES TR
+$4.1M
40,480
+17%
建仓
JHHY
JOHN HANCOCK EXCHANGE TRADED
+$4.0M
155,868
增持
DGRW
WISDOMTREE TR
+$4.0M
383,590
+12%
增持
VV
VANGUARD INDEX FDS
+$4.0M
93,582
+15%
减持
MUB
ISHARES TR
-$3.9M
94,333
-28%
增持
MRK
MERCK & CO INC
+$3.9M
88,597
+38%
建仓
UL
UNILEVER PLC
+$3.9M
59,095
减持
AOHY
ANGEL OAK FUNDS TRUST
-$3.8M
346,158
-50%
增持
SU
SUNCOR ENERGY INC NEW
+$3.7M
1,000,612
+1%
增持
IJK
ISHARES TR
+$3.7M
41,308
+1250%
减持
OKTA
OKTA INC
-$3.7M
76,054
-36%
建仓
KCCA
KRANESHARES TRUST
+$3.7M
220,009
增持
BAC
BANK AMERICA CORP
+$3.7M
236,388
+33%
清仓
—
UNILEVER PLC
-$3.6M
0
-100%
增持
DDOG
DATADOG INC
+$3.5M
34,085
+386%
减持
QNST
QUINSTREET INC
-$3.5M
1,207,694
-14%
增持
AXON
AXON ENTERPRISE INC
+$3.5M
7,737
+466%
增持
CSCO
CISCO SYS INC
+$3.5M
171,323
+27%
增持
AMGN
AMGEN INC
+$3.5M
142,438
+6%
增持
GILD
GILEAD SCIENCES INC
+$3.4M
646,470
+4%
增持
—
ACCENTURE PLC IRELAND
+$3.3M
101,361
+5%
增持
PH
PARKER-HANNIFIN CORP
+$3.3M
13,710
+21%
减持
WIT
WIPRO LTD
-$3.2M
22,950
-98%
减持
CF
CF INDS HLDGS INC
-$3.2M
377,705
-1%
增持
MU
MICRON TECHNOLOGY INC
+$3.2M
19,831
+93%
增持
NFLX
NETFLIX INC
+$3.2M
212,701
+1296%
增持
—
AON PLC
+$3.2M
16,807
+110%
增持
UNP
UNION PAC CORP
+$3.2M
121,919
+6%
增持
TJX
TJX COS INC NEW
+$3.2M
106,932
+16%
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$3.2M
0
-100%
增持
—
EXXON MOBIL CORP
+$3.1M
100,818
+27%
增持
UBER
UBER TECHNOLOGIES INC
+$3.1M
258,174
+33%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$3.1M
204,298
增持
ACWX
ISHARES TR
+$3.1M
70,621
+180%
增持
WDC
WESTERN DIGITAL CORP
+$3.0M
31,397
+111%
增持
GE
GE AEROSPACE
+$3.0M
20,142
+92%
建仓
INDA
ISHARES TR
+$3.0M
55,126
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
58,273
+47%
增持
CNQ
CANADIAN NAT RES LTD
+$2.8M
1,065,820
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.7M
89,746
+7%
建仓
—
TOTALENERGIES SE
+$2.6M
40,223
增持
RTX
RTX CORPORATION
+$2.6M
47,917
+35%
增持
APH
AMPHENOL CORP NEW
+$2.6M
74,984
+38%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$2.6M
624,223
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$2.6M
103,489
+24%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$2.5M
29,790
增持
BKNG
BOOKING HOLDINGS INC
+$2.5M
560
+433%
增持
VB
VANGUARD INDEX FDS
+$2.5M
124,586
+7%
增持
—
LINDE PLC
+$2.4M
11,930
+88%
增持
NOW
SERVICENOW INC
-$2.4M
61,234
+357%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.4M
51,199
-49%
增持
HDV
ISHARES TR
+$2.4M
23,381
+516%
增持
KWEB
KRANESHARES TRUST
+$2.3M
220,686
+68%
增持
IDXX
IDEXX LABS INC
+$2.3M
6,597
+122%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
21,548
+132%
增持
PANW
PALO ALTO NETWORKS INC
-$2.2M
84,651
+1%
增持
PM
PHILIP MORRIS INTL INC
+$2.2M
66,637
+17%
增持
IWM
ISHARES TR
+$2.2M
32,057
+38%
减持
AJG
GALLAGHER ARTHUR J & CO
-$2.2M
3,980
-69%
增持
MSOS
ADVISORSHARES TR
+$2.2M
910,458
+82%
增持
—
CHUBB LIMITED
+$2.2M
19,926
+39%
清仓
—
TOTALENERGIES SE
-$2.1M
0
-100%
增持
PGR
PROGRESSIVE CORP
+$2.1M
50,604
+13%
减持
OLED
UNIVERSAL DISPLAY CORP
-$2.1M
24,766
-27%
建仓
—
JFROG LTD
+$2.0M
32,764
增持
HON
HONEYWELL INTL INC
+$2.0M
28,057
+61%
