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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 42
减持 27
清仓 70
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$5.7M
23,448
-27%
增持
BILS
SPDR SER TR
+$3.7M
51,072
+275%
减持
QQQ
INVESCO QQQ TR
-$2.9M
9,571
-34%
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
FYC
FIRST TR EXCHANGE-TRADED ALP
-$2.8M
97,444
-20%
清仓
AGG
ISHARES TR
-$2.4M
0
-100%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$2.4M
53,888
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$2.3M
17,053
-77%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$1.9M
17,659
-70%
减持
WMT
WALMART INC
-$1.7M
304,780
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.6M
107,905
+52%
建仓
FXI
ISHARES TR
+$1.5M
43,101
清仓
IWM
ISHARES TR
-$1.5M
0
-100%
增持
NFLX
NETFLIX INC
+$1.4M
3,221
+84%
增持
XLF
SELECT SECTOR SPDR TR
+$1.4M
125,820
+24%
增持
META
META PLATFORMS INC
+$1.3M
5,469
+75%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
24,284
+125%
增持
INDA
ISHARES TR
+$1.2M
109,465
+29%
减持
SOXX
ISHARES TR
-$1.1M
2,227
-69%
减持
XLU
SELECT SECTOR SPDR TR
-$1.1M
16,143
-49%
增持
TSN
TYSON FOODS INC
+$931.0K
94,556
+6%
增持
GLD
SPDR GOLD TR
+$898.0K
7,435
+45%
减持
IUSG
ISHARES TR
-$886.5K
26,390
-13%
增持
VTV
VANGUARD INDEX FDS
+$864.4K
12,916
+60%
增持
IWB
ISHARES TR
+$816.2K
4,710
+141%
增持
XLV
SELECT SECTOR SPDR TR
+$754.7K
19,039
+29%
减持
AAPL
APPLE INC
-$738.5K
21,546
-2%
增持
USHY
ISHARES TR
+$712.2K
74,573
+35%
增持
IEF
ISHARES TR
+$694.3K
7,302
+31648%
清仓
VRT
VERTIV HOLDINGS CO
-$631.1K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$624.9K
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$619.8K
0
-100%
减持
TSLA
TESLA INC
-$594.7K
3,080
-11%
增持
AMZN
AMAZON COM INC
-$591.1K
21,484
+1%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$586.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$546.6K
32,310
+23%
增持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$537.4K
377,853
+4%
增持
NVDA
NVIDIA CORPORATION
-$528.0K
41,808
+11%
清仓
UNH
UNITEDHEALTH GROUP INC
-$501.8K
0
-100%
建仓
RJF
RAYMOND JAMES FINL INC
+$488.7K
3,518
增持
IEV
ISHARES TR
+$482.0K
49,253
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$471.5K
7,825
+7572%
建仓
BKR
BAKER HUGHES COMPANY
+$459.6K
10,458
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$434.5K
22,479
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$420.5K
9,898
+1127%
清仓
BIL
SPDR SER TR
-$417.6K
0
-100%
建仓
RMD
RESMED INC
+$414.3K
1,851
清仓
CAT
CATERPILLAR INC
-$401.2K
0
-100%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$400.7K
0
-100%
增持
BA
BOEING CO
+$391.8K
2,517
+1087%
清仓
HAL
HALLIBURTON CO
-$374.5K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$374.3K
7,895
-21%
清仓
PHM
PULTE GROUP INC
-$372.8K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$366.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$360.9K
1,239
+44%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$360.4K
17,409
增持
XLI
SELECT SECTOR SPDR TR
+$359.0K
28,541
+11%
增持
XLY
SELECT SECTOR SPDR TR
+$358.6K
11,167
+36%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$345.6K
0
-100%
减持
QTUM
ETF SER SOLUTIONS
-$343.7K
5,174
-42%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$339.9K
18,374
+5468%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$339.0K
0
-100%
建仓
DHI
D R HORTON INC
+$336.9K
2,650
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$331.1K
10,000
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$306.1K
4,330
增持
HYG
ISHARES TR
+$302.4K
4,088
+1497%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$294.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$280.5K
3,019
-11%
增持
UBER
UBER TECHNOLOGIES INC
+$273.5K
5,386
+173%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$265.5K
5,560
-35%
清仓
EXPE
EXPEDIA GROUP INC
-$255.5K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$249.5K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$246.1K
1,310
减持
PYPL
PAYPAL HLDGS INC
-$241.0K
3,725
-34%
清仓
AXP
AMERICAN EXPRESS CO
-$233.6K
0
-100%
减持
IUSV
ISHARES TR
-$226.9K
25,923
-8%
清仓
GD
GENERAL DYNAMICS CORP
-$226.0K
0
-100%
清仓
JLL
JONES LANG LASALLE INC
-$224.5K
0
-100%
建仓
—
ASCENDIS PHARMA A/S
+$222.3K
1,426
清仓
PANW
PALO ALTO NETWORKS INC
-$220.2K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$219.8K
0
-100%
增持
VBK
VANGUARD INDEX FDS
-$217.1K
20,731
+7%
清仓
GPC
GENUINE PARTS CO
-$215.3K
0
-100%
清仓
UFOX
ETF SER SOLUTIONS
-$212.4K
0
-100%
减持
NOW
SERVICENOW INC
-$212.2K
627
-7%
增持
VOX
VANGUARD WORLD FD
+$211.9K
5,058
+46%
增持
RTX
RTX CORPORATION
+$209.5K
4,309
+38%
清仓
BX
BLACKSTONE INC
-$206.7K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$202.3K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$200.8K
11,578
+22%
减持
IYY
ISHARES TR
-$200.5K
8,091
-11%
清仓
SPTM
SPDR SER TR
-$198.1K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$196.6K
4,004
+18%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$196.4K
0
-100%
清仓
SPYM
SPDR SER TR
-$194.3K
0
-100%
清仓
CSCO
CISCO SYS INC
-$189.4K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$184.7K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$183.1K
0
-100%
清仓
LVS
LAS VEGAS SANDS CORP
-$183.0K
0
-100%
清仓
VEEV
VEEVA SYS INC
-$179.6K
0
-100%
清仓
OSK
OSHKOSH CORP
-$179.1K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$175.1K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$174.6K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$173.4K
0
-100%
增持
EMXC
ISHARES INC
+$172.2K
63,974
+6%
清仓
ADBE
ADOBE INC
-$171.6K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$167.7K
0
-100%
清仓
—
EXXON MOBIL CORP
-$167.4K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$164.9K
0
-100%
清仓
SHEL
SHELL PLC
-$160.9K
0
-100%
清仓
HD
HOME DEPOT INC
-$159.9K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$159.4K
7,068
+25%
清仓
HMC
HONDA MOTOR LTD
-$159.0K
0
-100%
增持
FLOT
ISHARES TR
+$155.6K
26,031
+13%
增持
GEV
GE VERNOVA INC
+$154.3K
765
+217%
减持
—
ROYAL CARIBBEAN GROUP
-$153.2K
3,289
-8%
清仓
—
PATTERSON COS INC
-$152.0K
0
-100%
清仓
FRPT
FRESHPET INC
-$148.1K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$148.1K
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$146.3K
0
-100%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$143.8K
0
-100%
清仓
NNN
NNN REIT INC
-$139.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$135.5K
0
-100%
清仓
PULS
PGIM ETF TR
-$131.1K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$129.8K
4,765
-29%
清仓
DXCM
DEXCOM INC
-$128.6K
0
-100%
清仓
INTU
INTUIT
-$128.2K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$127.7K
0
-100%
清仓
—
EATON CORP PLC
-$127.1K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$123.9K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$120.5K
0
-100%
清仓
DJD
INVESCO EXCHANGE TRADED FD T
-$120.2K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$120.2K
1,996
-17%
清仓
JPM
JPMORGAN CHASE & CO.
-$118.7K
0
-100%
清仓
IDU
ISHARES TR
-$116.8K
0
-100%
减持
—
UNILEVER PLC
-$113.6K
4,123
-35%
清仓
MUR
MURPHY OIL CORP
-$113.0K
0
-100%
清仓
—
ASML HOLDING N V
-$113.0K
0
-100%
清仓
VFLO
VICTORY PORTFOLIOS II
-$111.3K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$111.2K
0
-100%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$109.9K
6,703
-25%
增持
MSFT
MICROSOFT CORP
+$107.3K
11,011
+15%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$107.3K
7,000
-22%
增持
PGR
PROGRESSIVE CORP
+$104.8K
1,863
+6%
清仓
PODD
INSULET CORP
-$104.7K
0
-100%
增持
SLV
ISHARES SILVER TR
+$103.4K
18,131
+4%
清仓
ANET
ARISTA NETWORKS INC
-$102.4K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$101.9K
1,170
-27%
增持
HYGH
ISHARES U S ETF TR
+$98.5K
48,868
+4%
清仓
PYLD
PIMCO ETF TR
-$95.4K
0
-100%
增持
JBHT
HUNT J B TRANS SVCS INC
+$94.4K
17,628
+20%
