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NEW WAVE WEALTH ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NEW WAVE WEALTH ADVISORS LLC
报告期 2026-03-31 · CIK 0002035324
持仓数
192
前50大市值合计
$223.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 32
增持 55
减持 45
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$7.1M
95,843
建仓
VBK
VANGUARD INDEX FDS
+$5.4M
20,134
增持
WMT
WALMART INC
+$4.9M
318,788
+4%
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
SPY
SPDR S&P 500 ETF TR
+$3.7M
24,981
+27%
清仓
SHYG
ISHARES TR
-$3.5M
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$2.9M
0
-100%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$2.1M
45,109
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
10,348
+554%
清仓
SPYG
SPDR SER TR
-$1.4M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.3M
16,234
-15%
增持
XLU
SELECT SECTOR SPDR TR
+$1.3M
30,799
+71%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
41,233
+35%
增持
IWM
ISHARES TR
+$1.0M
9,016
+90%
清仓
MGK
VANGUARD WORLD FD
-$929.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$910.1K
10,008
+32%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$860.1K
11,273
-64%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$778.3K
50,020
+41%
增持
JBHT
HUNT J B TRANS SVCS INC
+$715.7K
14,163
+31%
增持
VOO
VANGUARD INDEX FDS
+$652.0K
2,229
+113%
建仓
UNH
UNITEDHEALTH GROUP INC
+$623.9K
1,067
清仓
HMC
HONDA MOTOR LTD
-$573.4K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$573.0K
5,759
增持
AMZN
AMAZON COM INC
+$558.4K
20,842
+21%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$552.5K
0
-100%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$543.3K
24,819
清仓
HAL
HALLIBURTON CO
-$521.1K
0
-100%
清仓
—
EVEREST GROUP LTD
-$494.9K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$484.6K
2,500
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$481.1K
10,000
减持
AAPL
APPLE INC
+$480.6K
23,156
-1%
减持
XLY
SELECT SECTOR SPDR TR
-$478.1K
3,844
-44%
增持
INDA
ISHARES TR
+$472.6K
87,072
+5%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$472.0K
3,387
增持
TSLA
TESLA INC
+$461.0K
3,553
+50%
减持
LLY
ELI LILLY & CO
-$454.9K
860
-36%
清仓
DAL
DELTA AIR LINES INC DEL
-$437.1K
0
-100%
建仓
LEN
LENNAR CORP
+$435.7K
2,324
增持
GLD
SPDR GOLD TR
+$435.6K
8,286
+13%
建仓
EME
EMCOR GROUP INC
+$431.0K
1,001
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$427.9K
0
-100%
建仓
AVGO
BROADCOM INC
+$421.2K
2,442
增持
XLI
SELECT SECTOR SPDR TR
+$411.2K
27,375
+1%
建仓
RTX
RTX CORPORATION
+$402.1K
3,319
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$392.5K
1,650
增持
GOOG
ALPHABET INC
+$387.5K
8,226
+53%
清仓
DG
DOLLAR GEN CORP NEW
-$380.6K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$380.4K
1,661
增持
XLF
SELECT SECTOR SPDR TR
+$378.5K
58,744
+6%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$369.9K
378,192
-0%
清仓
DOW
DOW INC
-$360.6K
0
-100%
建仓
—
SKECHERS U S A INC
+$358.8K
5,362
增持
XLK
SELECT SECTOR SPDR TR
+$357.1K
26,243
+7%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$335.5K
1,932
清仓
VUG
VANGUARD INDEX FDS
-$327.6K
0
-100%
减持
V
VISA INC
-$312.9K
1,340
-48%
减持
AGG
ISHARES TR
-$306.7K
26,409
-14%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$306.4K
2,251
+165%
增持
SGOV
ISHARES TR
+$302.8K
7,220
+71%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$295.7K
7,948
建仓
GL
GLOBE LIFE INC
+$286.0K
2,700
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$254.1K
0
-100%
清仓
DXCM
DEXCOM INC
-$253.3K
0
-100%
清仓
—
ASML HOLDING N V
-$251.6K
0
-100%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$251.1K
5,205
增持
IEV
ISHARES TR
+$243.2K
47,910
+3%
建仓
SCHG
SCHWAB STRATEGIC TR
+$239.4K
2,298
增持
VXF
VANGUARD INDEX FDS
+$236.1K
3,350
+51%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$233.5K
4,809
减持
META
META PLATFORMS INC
+$233.0K
3,836
-1%
清仓
VEEV
VEEVA SYS INC
-$231.0K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$228.1K
4,766
建仓
IJJ
ISHARES TR
+$225.6K
1,825
建仓
FLRN
SPDR SER TR
+$223.6K
7,247
建仓
AXP
AMERICAN EXPRESS CO
+$222.7K
821
增持
IUSV
ISHARES TR
+$220.2K
27,115
+1%
减持
TSN
TYSON FOODS INC
+$219.5K
94,920
-0%
清仓
OSK
OSHKOSH CORP
-$216.3K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$211.4K
103
建仓
SPTM
SPDR SER TR
+$210.2K
3,000
建仓
PPG
PPG INDS INC
+$207.6K
1,567
建仓
CSCO
CISCO SYS INC
+$205.4K
3,860
建仓
WPC
WP CAREY INC
+$204.7K
3,286
减持
XLV
SELECT SECTOR SPDR TR
-$198.3K
16,852
-12%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$192.6K
25,583
+3%
增持
SOXX
ISHARES TR
+$192.2K
6,129
+24%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$178.1K
75,497
+3%
增持
HYGH
ISHARES U S ETF TR
+$176.4K
49,251
+3%
增持
PYPL
PAYPAL HLDGS INC
+$162.9K
5,747
+17%
减持
SHY
ISHARES TR
-$157.0K
4,190
-32%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$156.1K
8,125
-10%
增持
T
AT&T INC
+$123.7K
40,308
+1%
增持
USHY
ISHARES TR
+$122.6K
52,946
+3%
减持
EMXC
ISHARES INC
+$115.8K
61,946
-0%
增持
PHM
PULTE GROUP INC
+$115.5K
3,411
+0%
增持
KVUE
KENVUE INC
+$112.5K
16,229
+12%
减持
ADBE
ADOBE INC
-$105.1K
401
-29%
减持
COST
COSTCO WHSL CORP NEW
-$102.4K
733
-17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$101.0K
6,829
+30%
增持
MA
MASTERCARD INCORPORATED
+$97.7K
1,236
+6%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$91.1K
1,709
-41%
减持
IUSG
ISHARES TR
+$84.6K
29,376
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$83.3K
3,942
-12%
增持
PGR
PROGRESSIVE CORP
+$82.3K
1,765
+0%
增持
DLTR
DOLLAR TREE INC
+$80.5K
4,298
+107%
增持
IWB
ISHARES TR
+$78.4K
1,900
+9%
增持
NFLX
NETFLIX INC
+$76.6K
1,659
+2%
增持
SLV
ISHARES SILVER TR
+$67.1K
24,139
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$67.0K
9,535
+1%
减持
NOW
SERVICENOW INC
-$66.5K
653
-21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$65.2K
19,985
-14%
增持
SNY
SANOFI
+$64.1K
6,764
+1%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$60.6K
24,819
增持
AMAT
APPLIED MATLS INC
-$57.5K
1,791
+1%
减持
PSX
PHILLIPS 66
-$56.2K
1,749
-14%
减持
ARM
ARM HOLDINGS PLC
-$55.1K
2,323
-2%
减持
JLL
JONES LANG LASALLE INC
+$54.6K
954
-3%
减持
INGR
INGREDION INC
+$53.9K
2,420
-0%
减持
—
UNILEVER PLC
+$53.6K
6,819
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$50.5K
4,906
-8%
增持
FANG
DIAMONDBACK ENERGY INC
-$49.7K
2,041
+2%
减持
PANW
PALO ALTO NETWORKS INC
-$46.8K
619
-19%
增持
—
BARRICK GOLD CORP
+$45.9K
13,292
+1%
增持
GOOGL
ALPHABET INC
-$43.8K
6,248
+5%
减持
PNC
PNC FINL SVCS GROUP INC
+$41.9K
1,730
-3%
减持
LOW
LOWES COS INC
+$38.8K
1,124
-7%
减持
—
MEDTRONIC PLC
+$38.6K
4,315
-3%
增持
VOX
VANGUARD WORLD FD
+$37.2K
3,351
+3%
增持
SCHW
SCHWAB CHARLES CORP
-$34.7K
4,251
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$33.3K
1,029
+1%
增持
XLB
SELECT SECTOR SPDR TR
+$32.7K
3,708
+1%
减持
CAT
CATERPILLAR INC
+$32.6K
1,118
-8%
减持
—
EXXON MOBIL CORP
-$32.3K
2,966
-10%
增持
NFG
NATIONAL FUEL GAS CO
+$30.7K
4,251
+2%
减持
USB
US BANCORP DEL
+$29.9K
7,267
-5%
减持
BX
BLACKSTONE INC
+$29.4K
1,656
-9%
减持
—
ROYAL CARIBBEAN GROUP
+$28.8K
3,605
-6%
减持
CTRA
COTERRA ENERGY INC
-$27.8K
9,080
-1%
减持
SPYM
SPDR SER TR
-$27.1K
4,104
-14%
增持
TFC
TRUIST FINL CORP
+$26.4K
6,552
+0%
减持
JAAA
JANUS DETROIT STR TR
-$25.3K
4,244
-10%
减持
MNKD
MANNKIND CORP
+$24.7K
28,000
-3%
增持
GSK
GSK PLC
+$23.3K
9,298
+0%
减持
LDOS
LEIDOS HOLDINGS INC
-$21.9K
1,615
-17%
减持
WMB
WILLIAMS COS INC
+$19.8K
7,556
-1%
减持
EXPE
EXPEDIA GROUP INC
+$18.6K
1,484
-7%
增持
JKHY
HENRY JACK & ASSOC INC
+$17.9K
1,647
+0%
增持
FLOT
ISHARES TR
+$17.7K
25,039
+1%
减持
KO
COCA COLA CO
-$17.0K
3,557
-17%
减持
AGNC
AGNC INVT CORP
+$15.8K
17,307
-0%
增持
WFC
WELLS FARGO CO NEW
-$15.7K
7,056
+1%
