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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 88
减持 26
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FD
-$3.4M
1,562
-74%
增持
WMT
WALMART INC
+$2.5M
280,886
+0%
建仓
VO
VANGUARD INDEX FDS
+$1.9M
6,628
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
BILS
SPDR SERIES TRUST
+$1.6M
31,998
+98%
增持
ITA
ISHARES TR
+$1.4M
11,000
+130%
减持
VTV
VANGUARD INDEX FDS
-$1.2M
6,241
-51%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.1M
29,197
-14%
增持
IWB
ISHARES TR
+$1.0M
10,360
+33%
增持
DFIV
DIMENSIONAL ETF TRUST
+$991.8K
28,053
+217%
减持
ORCL
ORACLE CORP
-$913.7K
2,368
-52%
增持
GOOGL
ALPHABET INC
+$884.3K
10,236
+7%
增持
GLD
SPDR GOLD TR
+$844.6K
6,536
+33%
建仓
VB
VANGUARD INDEX FDS
+$795.3K
3,083
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$773.2K
7,130
-59%
减持
META
META PLATFORMS INC
-$771.5K
4,187
-13%
增持
BALT
INNOVATOR ETFS TRUST
+$761.0K
81,994
+35%
增持
UBER
UBER TECHNOLOGIES INC
+$741.8K
12,146
+302%
减持
MSFT
MICROSOFT CORP
-$709.7K
7,911
-10%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$700.8K
108,354
+1%
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$685.6K
376,737
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$670.9K
22,019
+12%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$645.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$638.8K
4,020
+32%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$637.9K
15,337
-17%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$627.2K
4,099
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$616.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$615.1K
1,371
+22%
建仓
—
CARNIVAL CORP
+$614.2K
20,111
建仓
EUAD
SPINNAKER ETF SERIES
+$601.5K
14,277
增持
IEV
ISHARES TR
+$593.1K
133,613
+2%
增持
CAIE
CALAMOS ETF TR
+$592.8K
46,865
+95%
增持
SLV
ISHARES SILVER TR
+$589.7K
24,041
+6%
减持
—
ROYAL CARIBBEAN GROUP
-$577.6K
1,561
-50%
增持
JBHT
HUNT J B TRANS SVCS INC
+$528.6K
7,994
+5%
建仓
ALLY
ALLY FINL INC
+$528.5K
11,669
增持
AMZN
AMAZON COM INC
+$525.1K
15,313
+12%
增持
COHR
COHERENT CORP
+$520.5K
6,441
+4%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$504.5K
5,985
减持
TSN
TYSON FOODS INC
-$498.4K
79,066
-16%
清仓
PGR
PROGRESSIVE CORP
-$476.6K
0
-100%
清仓
BBY
BEST BUY INC
-$476.1K
0
-100%
增持
EMXC
ISHARES INC
+$409.5K
67,722
+1%
增持
INDA
ISHARES TR
+$387.8K
121,724
+2%
建仓
—
TOTALENERGIES SE
+$351.9K
5,379
建仓
VST
VISTRA CORP
+$350.1K
2,170
减持
SPY
SPDR S&P 500 ETF TR
-$326.6K
14,292
-5%
增持
HOOD
ROBINHOOD MKTS INC
-$325.6K
13,998
+5%
建仓
GDXJ
VANECK ETF TRUST
+$324.3K
2,850
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$318.7K
0
-100%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$314.0K
18,850
增持
XLK
SELECT SECTOR SPDR TR
+$312.7K
50,347
+105%
清仓
—
TOTALENERGIES SE
-$310.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$302.5K
874
增持
NVDA
NVIDIA CORPORATION
+$301.1K
26,849
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$291.9K
127,449
+2%
建仓
IVV
ISHARES TR
+$291.1K
425
减持
VOO
VANGUARD INDEX FDS
-$287.0K
2,581
-17%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$286.6K
24,044
+5%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$286.2K
3,368
建仓
UL
UNILEVER PLC
+$277.0K
4,235
清仓
—
UNILEVER PLC
-$273.3K
0
-100%
增持
AAPL
APPLE INC
+$270.5K
14,397
+1%
增持
NOW
SERVICENOW INC
-$268.9K
1,627
+189%
清仓
—
SPOTIFY TECHNOLOGY S A
-$256.2K
0
-100%
建仓
SPXT
PROSHARES TR
+$244.9K
2,358
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$243.7K
25,096
+13%
建仓
XBI
SPDR SERIES TRUST
+$242.9K
1,992
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$235.6K
25,453
+78%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$232.2K
4,537
建仓
LVS
LAS VEGAS SANDS CORP
+$232.0K
3,564
建仓
HYG
ISHARES TR
+$230.8K
2,862
建仓
AMD
ADVANCED MICRO DEVICES INC
+$230.4K
1,076
增持
VRT
VERTIV HOLDINGS CO
+$224.7K
6,938
+16%
增持
LRCX
LAM RESEARCH CORP
+$221.0K
4,715
+8%
建仓
JLL
JONES LANG LASALLE INC
+$218.0K
648
增持
FLOT
ISHARES TR
+$215.4K
21,138
+26%
清仓
BF/B
BROWN FORMAN CORP
-$211.0K
0
-100%
清仓
QQQI
NEOS ETF TRUST
-$203.2K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$202.6K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$196.8K
559
-38%
增持
SYF
SYNCHRONY FINANCIAL
+$188.7K
11,266
+7%
减持
GOOG
ALPHABET INC
+$188.3K
3,900
-8%
建仓
UNH
UNITEDHEALTH GROUP INC
+$188.2K
570
增持
QQQ
INVESCO QQQ TR
+$181.3K
10,866
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$169.7K
4,443
+5%
增持
REGN
REGENERON PHARMACEUTICALS
+$164.8K
596
+14%
减持
MAGS
LISTED FDS TR
-$164.1K
4,337
-38%
增持
COF
CAPITAL ONE FINL CORP
+$161.4K
3,663
+7%
减持
XLF
SELECT SECTOR SPDR TR
-$161.1K
95,530
-5%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$157.9K
24,662
+11%
增持
XLI
SELECT SECTOR SPDR TR
+$148.5K
32,010
+2%
减持
BX
BLACKSTONE INC
-$148.4K
2,360
-21%
增持
BA
BOEING CO
+$147.0K
2,825
+31%
增持
KVUE
KENVUE INC
+$126.7K
17,119
+65%
清仓
—
TIDAL TRUST II
-$123.7K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$121.4K
1,829
-8%
减持
SHY
ISHARES TR
-$120.7K
10,523
-12%
增持
GM
GENERAL MTRS CO
+$116.4K
5,030
+5%
增持
NEM
NEWMONT CORP
+$113.9K
6,849
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$113.4K
9,452
+1%
增持
RTX
RTX CORPORATION
+$107.7K
5,315
+3%
增持
SGOV
ISHARES TR
+$101.9K
11,386
+10%
增持
UPS
UNITED PARCEL SERVICE INC
+$99.2K
4,049
+12%
增持
NFLX
NETFLIX INC
-$95.9K
14,590
+1095%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$95.7K
5,525
-27%
增持
IUSG
ISHARES TR
+$91.9K
24,516
+0%
增持
T
AT&T INC
-$89.2K
32,659
+2%
增持
GSK
GSK PLC
+$88.2K
10,706
+6%
减持
V
VISA INC
-$86.5K
787
-26%
增持
BNY
BANK NEW YORK MELLON CORP
+$86.3K
7,835
+4%
增持
BAC
BANK AMERICA CORP
+$84.4K
17,145
+3%
增持
DG
DOLLAR GEN CORP NEW
+$81.5K
2,449
+4%
增持
PH
PARKER-HANNIFIN CORP
+$79.7K
434
+9%
减持
B
BARRICK MNG CORP
+$77.6K
7,466
-1%
增持
WFC
WELLS FARGO CO NEW
+$77.0K
5,292
+7%
增持
CFG
CITIZENS FINL GROUP INC
+$72.7K
9,611
+5%
增持
XLY
SELECT SECTOR SPDR TR
+$71.6K
8,370
+116%
增持
USB
US BANCORP DEL
+$69.6K
7,672
+9%
增持
LNG
CHENIERE ENERGY INC
-$63.9K
1,631
+1%
增持
JKHY
HENRY JACK & ASSOC INC
+$56.4K
1,666
+0%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$54.7K
4,488
-11%
增持
—
EATON CORP PLC
-$54.3K
1,108
+2%
增持
—
ASCENDIS PHARMA A/S
+$54.0K
2,518
+4%
增持
JOBY
JOBY AVIATION INC
-$51.7K
19,889
+2%
增持
MS
MORGAN STANLEY
+$51.0K
2,547
+1%
增持
RMD
RESMED INC
-$48.7K
1,956
+3%
增持
QTUM
ETF SER SOLUTIONS
+$47.3K
4,235
+7%
增持
XLU
SELECT SECTOR SPDR TR
-$46.8K
31,810
+97%
增持
VZ
VERIZON COMMUNICATIONS INC
-$45.4K
23,593
+3%
增持
DEO
DIAGEO PLC
+$45.4K
2,964
+34%
增持
TGT
TARGET CORP
+$44.5K
2,916
+9%
减持
SHOP
SHOPIFY INC
-$41.1K
1,378
-22%
增持
—
APTIV PLC
-$39.5K
9,298
+7%
增持
IUSV
ISHARES TR
+$38.6K
13,598
+0%
增持
CRM
SALESFORCE INC
+$37.7K
1,322
+0%
建仓
—
INTEL CORP
+$37.5K
185
增持
CTRA
COTERRA ENERGY INC
+$37.4K
9,272
+6%
增持
TFC
TRUIST FINL CORP
+$36.7K
5,857
+6%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$34.2K
8,024
+8%
增持
NFG
NATIONAL FUEL GAS CO
-$34.0K
4,093
+4%
增持
AGNC
AGNC INVT CORP
+$33.2K
21,288
+7%
增持
VOX
VANGUARD WORLD FD
+$31.6K
5,290
+0%
增持
EXE
EXPAND ENERGY CORPORATION
+$30.0K
4,308
+3%
减持
WDC
WESTERN DIGITAL CORP
-$30.0K
5,444
-32%
增持
PYPL
PAYPAL HLDGS INC
-$29.6K
5,625
+5%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$28.2K
1,447
+3%
减持
QQQG
PACER FDS TR
-$27.9K
8,381
-12%
增持
BAX
BAXTER INTL INC
+$27.9K
13,614
+34%
增持
PNC
PNC FINL SVCS GROUP INC
+$27.7K
1,435
+6%
增持
HYGH
ISHARES U S ETF TR
+$27.0K
18,253
+3%
