New England Private Wealth Advisors LLC 13F 持仓 · 2026年Q2

New England Private Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 205 只证券，申报市值合计 10.35 亿美元。前几大持仓：VIG（5.07%）、VTI（4.67%）、FVD（3.67%）。本季前 25 大持仓中：增持 17 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	VIG	VANGUARD SPECIALIZED FUNDS	$52.5M	5.07%	219,810	减持
2	VTI	VANGUARD INDEX FDS	$48.4M	4.67%	132,573	增持
3	FVD	FIRST TR EXCHANGE-TRADED FD	$38.0M	3.67%	761,405	减持
4	BNL	BROADSTONE NET LEASE INC	$35.7M	3.44%	1.6M	增持
5	JAAA	JANUS DETROIT STR TR	$32.4M	3.13%	638,879	增持
6	RPG	INVESCO EXCHANGE TRADED FD T	$31.9M	3.08%	562,869	减持
7	VXF	VANGUARD INDEX FDS	$29.7M	2.87%	125,792	增持
8	CGDV	CAPITAL GROUP DIVIDEND VALUE	$28.5M	2.76%	584,061	增持
9	SPLV	INVESCO EXCH TRADED FD TR II	$28.3M	2.73%	366,189	增持
10	CSHI	NEOS ETF TRUST	$25.8M	2.49%	517,928	增持
11	VYMI	VANGUARD WHITEHALL FDS	$24.5M	2.37%	241,179	增持
12	RAAX	VANECK ETF TRUST	$24.3M	2.34%	604,674	增持
13	SPY	STATE STR SPDR S&P 500 ETF T	$21.0M	2.03%	28,406	减持
14	FLMI	FRANKLIN TEMPLETON ETF TR	$20.6M	1.99%	835,986	增持
15	VXUS	VANGUARD STAR FDS	$18.5M	1.79%	222,358	增持
16	VT	VANGUARD INTL EQUITY INDEX F	$18.2M	1.76%	116,064	增持
17	MOAT	VANECK ETF TRUST	$17.1M	1.66%	163,882	减持
18	XT	ISHARES TR	$17.1M	1.65%	216,534	增持
19	IWB	ISHARES TR	$16.9M	1.63%	41,790	持平
20	TDIV	FIRST TR EXCHANGE TRADED FD	$15.4M	1.48%	143,275	增持
21	EMLP	FIRST TR EXCHANGE-TRADED FD	$14.0M	1.35%	311,610	减持
22	VOO	VANGUARD INDEX FDS	$13.2M	1.28%	19,470	增持
23	PAVE	GLOBAL X FDS	$12.7M	1.23%	220,583	增持
24	QQQ	INVESCO QQQ TR	$12.7M	1.22%	18,534	减持
25	FPAG	INVESTMENT MANAGERS SER TR I	$11.6M	1.12%	289,678	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR