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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 51
减持 47
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.3M
33,699
+50%
减持
BILS
SPDR SERIES TRUST
-$2.9M
21,786
-57%
建仓
VGT
VANGUARD WORLD FD
+$2.8M
4,161
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
WMT
WALMART INC
+$2.7M
301,602
-1%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$2.4M
0
-100%
减持
AAPL
APPLE INC
-$1.8M
14,687
-32%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.8M
134,890
+25%
清仓
FXI
ISHARES TR
-$1.5M
0
-100%
建仓
BALT
INNOVATOR ETFS TRUST
+$1.5M
47,840
减持
NFLX
NETFLIX INC
-$1.5M
1,107
-66%
减持
GOOG
ALPHABET INC
-$1.4M
2,090
-82%
增持
QQQ
INVESCO QQQ TR
+$1.4M
10,705
+12%
增持
UBER
UBER TECHNOLOGIES INC
+$1.2M
17,397
+223%
减持
MSFT
MICROSOFT CORP
+$1.2M
10,745
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
23,730
-2%
减持
AMZN
AMAZON COM INC
-$1.2M
13,337
-38%
增持
IWB
ISHARES TR
+$1.0M
7,334
+56%
减持
GLD
SPDR GOLD TR
-$1.0M
3,706
-50%
减持
XLF
SELECT SECTOR SPDR TR
-$974.9K
101,054
-20%
清仓
LNG
CHENIERE ENERGY INC
-$926.5K
0
-100%
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$891.0K
95,441
-2%
增持
BA
BOEING CO
+$831.3K
6,016
+139%
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$803.3K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$753.9K
15,931
建仓
ORCL
ORACLE CORP
+$723.4K
3,309
增持
IUSG
ISHARES TR
+$706.4K
26,995
+2%
清仓
IEF
ISHARES TR
-$696.4K
0
-100%
增持
TSN
TYSON FOODS INC
-$690.0K
95,524
+1%
减持
NVDA
NVIDIA CORPORATION
-$617.6K
24,771
-41%
减持
XLK
SELECT SECTOR SPDR TR
-$581.9K
24,047
-26%
建仓
COF
CAPITAL ONE FINL CORP
+$577.4K
2,714
增持
VBK
VANGUARD INDEX FDS
+$562.2K
20,877
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$556.2K
29,129
+2%
建仓
COHR
COHERENT CORP
+$543.8K
6,096
增持
EMXC
ISHARES INC
+$535.5K
64,299
+1%
建仓
—
APTIV PLC
+$522.7K
7,662
增持
INDA
ISHARES TR
+$503.3K
110,247
+1%
清仓
RJF
RAYMOND JAMES FINL INC
-$488.7K
0
-100%
清仓
FNOV
FIRST TR EXCHNG TRADED FD VI
-$487.7K
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$484.8K
1,186
建仓
EXE
EXPAND ENERGY CORPORATION
+$475.5K
4,066
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$469.9K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$459.6K
0
-100%
清仓
SOXX
ISHARES TR
-$419.1K
0
-100%
建仓
BBY
BEST BUY INC
+$404.5K
6,026
增持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$387.4K
380,627
+1%
减持
SHY
ISHARES TR
-$370.0K
13,802
-25%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$350.3K
7,444
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$348.4K
0
-100%
建仓
NRG
NRG ENERGY INC
+$346.4K
2,157
清仓
DHI
D R HORTON INC
-$336.9K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$334.0K
6,372
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$333.4K
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$332.8K
11,622
+168%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$331.1K
0
-100%
清仓
HYG
ISHARES TR
-$322.5K
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$320.5K
9,661
+39%
增持
VOO
VANGUARD INDEX FDS
+$317.9K
3,291
+9%
建仓
NMAY
INNOVATOR ETFS TRUST
+$302.4K
11,474
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$298.6K
0
-100%
增持
TSLA
TESLA INC
+$293.6K
3,437
+12%
减持
—
ROYAL CARIBBEAN GROUP
+$285.0K
3,068
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$283.3K
1,938
-3%
建仓
LRCX
LAM RESEARCH CORP
+$264.8K
2,720
建仓
BX
BLACKSTONE INC
+$263.2K
1,759
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$251.9K
2,969
建仓
DG
DOLLAR GEN CORP NEW
+$248.9K
2,176
清仓
DLTR
DOLLAR TREE INC
-$247.6K
0
-100%
建仓
—
EATON CORP PLC
+$247.4K
693
减持
IEV
ISHARES TR
+$240.3K
49,120
-0%
清仓
—
BARRICK GOLD CORP
-$230.5K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$230.3K
722
建仓
MU
MICRON TECHNOLOGY INC
+$230.1K
1,867
建仓
UNH
UNITEDHEALTH GROUP INC
+$228.7K
733
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$225.0K
763
清仓
XLE
SELECT SECTOR SPDR TR
-$217.6K
0
-100%
建仓
B
BARRICK MNG CORP
+$217.0K
10,425
建仓
TGT
TARGET CORP
+$217.0K
2,200
建仓
HOOD
ROBINHOOD MKTS INC
+$215.4K
2,301
建仓
MELI
MERCADOLIBRE INC
+$209.1K
80
建仓
SHOP
SHOPIFY INC
+$208.3K
1,806
增持
ITA
ISHARES TR
+$207.5K
3,892
+13%
建仓
PANW
PALO ALTO NETWORKS INC
+$201.6K
985
建仓
ISRG
INTUITIVE SURGICAL INC
+$201.1K
370
清仓
PSX
PHILLIPS 66
-$200.8K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$200.8K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
-$198.8K
19,149
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$196.5K
4,099
-7%
增持
GOOGL
ALPHABET INC
+$190.2K
7,528
+2%
增持
EME
EMCOR GROUP INC
+$179.9K
1,082
+0%
增持
GEV
GE VERNOVA INC
+$172.8K
768
+0%
减持
META
META PLATFORMS INC
+$152.3K
4,477
-18%
减持
LLY
ELI LILLY & CO
-$151.8K
1,118
-10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$151.4K
10,043
+1%
增持
SYF
SYNCHRONY FINANCIAL
+$149.5K
9,044
+5%
增持
VOX
VANGUARD WORLD FD
+$145.8K
5,241
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$139.4K
21,455
-8%
增持
IUSV
ISHARES TR
+$133.1K
26,689
+3%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$129.8K
22,144
+1%
增持
THC
TENET HEALTHCARE CORP
+$129.1K
3,005
+1%
减持
XLY
SELECT SECTOR SPDR TR
-$123.4K
9,578
-14%
增持
VTV
VANGUARD INDEX FDS
+$123.4K
13,322
+3%
增持
MAGS
LISTED FDS TR
+$120.3K
6,407
+25%
减持
JBHT
HUNT J B TRANS SVCS INC
-$115.9K
17,355
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$114.3K
7,841
+0%
增持
SGOV
ISHARES TR
+$106.5K
6,025
+21%
减持
NOW
SERVICENOW INC
+$89.9K
573
-9%
增持
PYPL
PAYPAL HLDGS INC
+$81.0K
4,360
+17%
减持
FLOT
ISHARES TR
-$76.8K
24,541
-6%
增持
BNY
BANK NEW YORK MELLON CORP
+$63.1K
7,199
+2%
减持
RMD
RESMED INC
+$62.2K
1,847
-0%
增持
RTX
RTX CORPORATION
+$59.8K
4,318
+0%
减持
HYGH
ISHARES U S ETF TR
+$55.8K
48,762
-0%
增持
LDOS
LEIDOS HOLDINGS INC
+$53.6K
2,272
+1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$51.0K
7,167
+2%
增持
USB
US BANCORP DEL
+$46.9K
5,615
+14%
增持
AMP
AMERIPRISE FINL INC
+$43.7K
831
+1%
减持
XLU
SELECT SECTOR SPDR TR
+$43.1K
16,115
-0%
减持
USHY
ISHARES TR
+$42.7K
74,319
-0%
减持
SNY
SANOFI
-$39.3K
5,306
-0%
减持
KVUE
KENVUE INC
-$38.4K
10,411
-3%
减持
WFC
WELLS FARGO CO NEW
+$35.9K
4,718
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$34.8K
2,556
-25%
增持
SLV
ISHARES SILVER TR
+$33.8K
18,155
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$31.3K
21,378
+1%
减持
CTRA
COTERRA ENERGY INC
-$31.1K
8,428
-1%
减持
CRM
SALESFORCE INC
-$30.3K
1,129
-10%
增持
PGR
PROGRESSIVE CORP
-$28.8K
1,868
+0%
减持
—
TOTALENERGIES SE
-$28.5K
4,520
-4%
减持
BAX
BAXTER INTL INC
-$28.2K
7,118
-0%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$23.2K
16,184
-5%
增持
MA
MASTERCARD INCORPORATED
+$22.0K
959
+2%
减持
QTUM
ETF SER SOLUTIONS
-$20.6K
3,976
-23%
增持
V
VISA INC
+$18.6K
1,141
+3%
减持
—
ASCENDIS PHARMA A/S
+$17.0K
1,386
-3%
减持
GL
GLOBE LIFE INC
-$16.5K
2,138
-0%
清仓
SLI
STANDARD LITHIUM LTD
-$14.7K
0
-100%
减持
NFG
NATIONAL FUEL GAS CO
+$14.5K
3,364
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$14.3K
1,180
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$13.9K
2,431
+17%
增持
XLB
SELECT SECTOR SPDR TR
+$12.0K
3,669
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$9.3K
7,474
-5%
减持
—
MEDTRONIC PLC
-$8.7K
2,935
-0%
增持
PPG
PPG INDS INC
+$8.6K
1,872
+0%
减持
TFC
TRUIST FINL CORP
+$8.4K
5,042
-0%
减持
T
AT&T INC
-$6.7K
31,753
-3%
增持
UHS
UNIVERSAL HLTH SVCS INC
-$5.0K
1,331
+2%
增持
TRV
TRAVELERS COMPANIES INC
+$4.3K
805
+1%
减持
WPC
WP CAREY INC
-$4.3K
4,212
-0%
增持
JKHY
HENRY JACK & ASSOC INC
-$3.4K
1,658
+0%
