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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 59
减持 70
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$96.7M
768,837
-2%
增持
FITB
FIFTH THIRD BANCORP
+$60.5M
1,326,949
+5269%
清仓
CMA
COMERICA INC
-$55.8M
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。
减持
BX
BLACKSTONE INC
-$48.4M
537,227
-25%
建仓
HAS
HASBRO INC
+$47.7M
509,307
减持
GOOGL
ALPHABET INC
-$43.9M
813,160
-8%
清仓
LOB
LIVE OAK BANCSHARES INC
-$43.3M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$38.6M
1,372,827
-8%
减持
HRB
BLOCK H & R INC
-$36.3M
13,843
-98%
减持
USFR
WISDOMTREE TR
-$35.0M
7,632,376
-8%
增持
NFLX
NETFLIX INC.
+$27.9M
497,157
+134%
减持
META
META PLATFORMS INC
-$27.6M
219,387
-5%
增持
SU
SUNCOR ENERGY INC NEW
+$27.2M
1,082,177
+8%
减持
VTI
VANGUARD INDEX FDS
-$25.4M
155,397
-31%
增持
NOW
SERVICENOW INC
+$24.9M
328,172
+436%
减持
IWF
ISHARES TR
-$24.4M
243,611
-10%
减持
CRM
SALESFORCE INC
-$22.1M
222,098
-8%
增持
MEDP
MEDPACE HLDGS INC
+$21.5M
49,777
+1045%
增持
MPWR
MONOLITHIC PWR SYS INC
+$20.7M
33,727
+88%
清仓
AR
ANTERO RESOURCES CORP
-$20.1M
0
-100%
增持
AAPL
APPLE INC
-$19.6M
1,362,322
+1%
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$19.2M
1,134,241
+6%
增持
GILD
GILEAD SCIENCES INC
+$19.1M
706,725
+9%
增持
EOG
EOG RES INC
+$19.1M
395,923
+9%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$18.9M
211,052
-61%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$18.7M
1,360,500
+24%
减持
VOO
VANGUARD INDEX FDS
-$17.6M
198,432
-9%
减持
ADBE
ADOBE INC
-$17.0M
13,231
-77%
减持
GOOG
ALPHABET INC
-$16.3M
120,400
-26%
清仓
BILL
BILL HOLDINGS INC
-$15.8M
0
-100%
增持
KLAC
KLA CORP
+$15.6M
56,265
+2%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$15.6M
601,636
+7%
减持
AMZN
AMAZON COM INC
-$15.4M
672,432
-2%
增持
JEF
JEFFERIES FINANCIAL GROUP IN
-$15.3M
1,017,831
+10%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$15.2M
2,240,609
+13%
增持
LMT
LOCKHEED MARTIN CORP
+$13.9M
88,412
+8%
减持
TSLA
TESLA INC
-$13.9M
58,754
-26%
增持
NVS
NOVARTIS AG
+$13.8M
546,505
+8%
减持
ORCL
ORACLE CORP
-$13.2M
206,179
-8%
减持
IWD
ISHARES TR
-$12.1M
30,260
-66%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$11.0M
383,564
+3053%
增持
JPM
JPMORGAN CHASE & CO
-$9.9M
492,565
+3%
增持
LLY
ELI LILLY & CO
-$9.9M
63,804
+0%
增持
DVN
DEVON ENERGY CORP NEW
+$9.5M
479,681
+20%
增持
QCOM
QUALCOMM INC
-$9.3M
298,683
+7%
增持
EBAY
EBAY INC.
+$9.3M
726,456
+11%
减持
MA
MASTERCARD INCORPORATED
-$9.2M
105,082
-3%
增持
R
RYDER SYS INC
+$9.0M
277,942
+11%
增持
IVV
ISHARES TR
+$8.7M
55,783
+38%
减持
—
ACCENTURE PLC IRELAND
-$8.6M
93,916
-7%
减持
JNJ
JOHNSON & JOHNSON
+$8.3M
254,036
-2%
减持
AMAT
APPLIED MATLS INC
+$8.3M
116,244
-5%
增持
HST
HOST HOTELS & RESORTS INC
+$8.0M
2,163,958
+15%
增持
VST
VISTRA CORP
+$7.7M
425,795
+22%
减持
AXP
AMERICAN EXPRESS CO
-$7.5M
23,497
-41%
增持
WFC
WELLS FARGO & CO
-$7.5M
1,100,749
+8%
建仓
JMBS
JANUS DETROIT STR TR
+$7.5M
165,104
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.4M
223,490
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.3M
50,464
+91%
减持
TIC
TIC SOLUTIONS INC
-$7.3M
1,039,553
-26%
减持
QNST
QUINSTREET INC
-$6.7M
889,255
-26%
减持
PANW
PALO ALTO NETWORKS INC
-$6.6M
55,972
-34%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$6.4M
757
-93%
增持
AZO
AUTOZONE INC
+$6.3M
23,599
+9%
减持
ACWI
ISHARES TR
-$6.2M
12,558
-78%
减持
VV
VANGUARD INDEX FDS
-$6.1M
78,036
-17%
增持
COST
COSTCO WHOLESALE CORPORATION
+$5.9M
35,321
+4%
减持
LEN
LENNAR CORP
-$5.8M
4,982
-92%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.7M
261,847
+92%
建仓
—
ASTRAZENECA PLC
+$5.7M
28,697
减持
ISHG
ISHARES TR
-$5.5M
950,975
-6%
减持
—
AEBI SCHMIDT HLDG AG
-$5.5M
919,470
-19%
增持
V
VISA INC
-$5.3M
235,093
+8%
增持
ENSG
ENSIGN GROUP INC
+$5.3M
52,282
+74%
减持
IAU
ISHARES GOLD TR
+$5.2M
202,132
-11%
清仓
—
ASTRAZENECA PLC
-$5.2M
0
-100%
减持
EPI
WISDOMTREE TR
-$5.1M
148,645
-39%
减持
SNDK
SANDISK CORP
+$5.1M
13,447
-6%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$5.0M
577,358
+20%
增持
AMGN
AMGEN INC
+$5.0M
146,737
+3%
减持
S
SENTINELONE INC
-$5.0M
388,868
-42%
增持
IMO
IMPERIAL OIL LTD
+$4.9M
87,203
+16%
减持
QUAL
ISHARES TR
-$4.9M
115,490
-15%
减持
—
MONDAY COM LTD
-$4.9M
10,996
-71%
增持
KO
COCA COLA CO
+$4.8M
476,885
+6%
清仓
PZZA
PAPA JOHNS INTL INC
-$4.7M
0
-100%
减持
APP
APPLOVIN CORP
-$4.7M
11,212
-17%
增持
—
ASML HLDG NV
+$4.7M
14,651
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.6M
154,939
+323%
清仓
ETOR
ETORO GROUP LTD
-$4.6M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$4.5M
94,026
+5%
清仓
JD
JD.COM INC
-$4.4M
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.3M
96,367
+1032%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$4.3M
81,806
减持
MCD
MCDONALDS CORP
-$4.1M
14,790
-48%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$4.1M
236,940
+1%
清仓
PENN
PENN ENTERTAINMENT INC
-$4.1M
0
-100%
建仓
FENI
FIDELITY COVINGTON TRUST
+$4.1M
109,112
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$4.1M
55,472
减持
MSOS
ADVISORSHARES TR
-$4.0M
75,868
-92%
增持
IJH
ISHARES TR
+$4.0M
410,673
+14%
减持
—
AON PLC
-$4.0M
6,123
-64%
增持
HON
HONEYWELL INTL INC
+$3.9M
41,477
+48%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.8M
247,158
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.7M
62,828
-6%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$3.6M
47,158
减持
DDOG
DATADOG INC
-$3.5M
9,403
-72%
减持
APH
AMPHENOL CORP
-$3.4M
52,908
-29%
减持
BAC
BANK AMERICA CORP
-$3.4M
196,008
-17%
减持
BSX
BOSTON SCIENTIFIC CORP
-$3.4M
56,101
-23%
建仓
CLOA
BLACKROCK ETF TRUST II
+$3.3M
64,330
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.3M
274,305
-6%
增持
AVGO
BROADCOM INC
-$3.3M
514,188
+10%
减持
LPLA
LPL FINL HLDGS INC
-$3.2M
12,914
-35%
减持
ACWX
ISHARES TR
-$3.2M
22,256
-68%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$3.2M
758,426
+82%
减持
SNPS
SYNOPSYS INC
-$3.2M
2,399
-73%
增持
BHP
BHP BILLITON LIMITED
+$3.1M
123,640
+27%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$3.1M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$2.9M
43,578
-14%
减持
—
ROYAL CARIBBEAN GROUP
-$2.9M
11,433
-47%
减持
BLK
BLACKROCK INC
-$2.9M
7,056
-22%
减持
INTU
INTUIT
-$2.8M
4,975
-34%
建仓
USIG
ISHARES TR
+$2.8M
54,708
减持
DELL
DELL TECHNOLOGIES INC
-$2.8M
15,561
-63%
增持
BINC
BLACKROCK ETF TRUST II
+$2.7M
74,576
+248%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$2.7M
36,097
+15%
减持
SCHW
SCHWAB CHARLES CORP
-$2.7M
81,450
-21%
减持
MU
MICRON TECHNOLOGY INC
-$2.7M
8,834
-55%
减持
SAFE
SAFEHOLD INC
-$2.7M
767,109
-20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.6M
15,836
-12%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.6M
103,759
+260%
减持
SPGI
S&P GLOBAL INC
-$2.6M
2,735
-62%
增持
ABBV
ABBVIE INC
-$2.6M
406,062
+2%
减持
DLR
DIGITAL RLTY TR INC
-$2.5M
3,695
-82%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$2.5M
20,602
+59%
减持
SMH
VANECK ETF TRUST
+$2.5M
122,494
-2%
增持
IEFA
ISHARES TR
+$2.5M
357,097
+7%
减持
EFA
ISHARES TR
-$2.5M
515,417
-6%
减持
HDV
ISHARES TR
-$2.5M
2,675
-89%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.5M
2,881
-82%
增持
APO
APOLLO GLOBAL MGMT INC
-$2.4M
78,327
+2%
建仓
JHEM
JOHN HANCOCK EXCHANGE TRADED
+$2.4M
70,403
减持
IWM
ISHARES TR
-$2.4M
22,106
-31%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
114,469
+34%
减持
CSCO
CISCO SYS INC
-$2.4M
139,223
-19%
增持
—
JBS N.V.
+$2.3M
403,750
+18%
减持
KCCA
KRANESHARES TRUST
-$2.3M
91,998
-58%
建仓
JEMA
J P MORGAN EXCHANGE TRADED F
+$2.3M
44,777
减持
ABT
ABBOTT LABORATORIES
-$2.3M
50,384
-16%
