New Wave Wealth Advisors LLC 13F 持仓 · 2026年Q2
New Wave Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 199 只证券，申报市值合计 3.67 亿美元。前几大持仓：WMT（8.44%）、FYC（3.55%）、JEPQ（3.20%）。本季前 25 大持仓中：新建仓 2 只、增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $31.0M | 8.44% | 273,929 | 减持 |
| 2 | FYC | FIRST TR EXCHANGE-TRADED ALP | $13.0M | 3.55% | 102,390 | 增持 |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | $11.8M | 3.20% | 191,234 | 增持 |
| 4 | DTCR | GLOBAL X FDS | $10.8M | 2.94% | 354,196 | 增持 |
| 5 | EMXC | ISHARES INC | $10.8M | 2.94% | 105,723 | 增持 |
| 6 | IVES | WEDBUSH SER TR | $10.7M | 2.91% | 280,218 | 增持 |
| 7 | IEV | ISHARES TR | $9.9M | 2.71% | 136,508 | 增持 |
| 8 | XLK | SELECT SECTOR SPDR TR | $9.8M | 2.67% | 51,436 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $9.7M | 2.64% | 12,938 | 减持 |
| 10 | GDEC | FIRST TR EXCHNG TRADED FD VI | $8.8M | 2.40% | 221,872 | 增持 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $8.7M | 2.38% | 41,117 | 增持 |
| 12 | OVL | LISTED FDS TR | $8.2M | 2.22% | 144,200 | 新建仓 |
| 13 | QQQ | INVESCO QQQ TR | $6.8M | 1.84% | 9,172 | 增持 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $6.4M | 1.73% | 21,040 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $5.9M | 1.60% | 29,366 | 增持 |
| 16 | FAPR | FIRST TR EXCHNG TRADED FD VI | $5.4M | 1.46% | 115,024 | 新建仓 |
| 17 | AAPL | APPLE INC | $5.3M | 1.44% | 18,307 | 增持 |
| 18 | WLTG | ETF OPPORTUNITIES TRUST | $5.1M | 1.38% | 135,353 | 增持 |
| 19 | IWB | ISHARES TR | $5.0M | 1.35% | 12,090 | 增持 |
| 20 | SPYM | SPDR SERIES TRUST | $4.9M | 1.32% | 55,242 | 增持 |
| 21 | XLF | SELECT SECTOR SPDR TR | $4.1M | 1.10% | 75,574 | 增持 |
| 22 | TSN | TYSON FOODS INC | $4.0M | 1.08% | 69,547 | 减持 |
| 23 | XLV | SELECT SECTOR SPDR TR | $3.8M | 1.04% | 24,158 | 增持 |
| 24 | MU | MICRON TECHNOLOGY INC | $3.7M | 1.01% | 3,220 | 减持 |
| 25 | AMZN | AMAZON COM INC | $3.5M | 0.94% | 14,567 | 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