NewEdge Wealth, LLC 13F 持仓 · 2026年Q2
NewEdge Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,215 只证券，申报市值合计 100.06 亿美元。前几大持仓：USFR（5.59%）、AAPL（4.03%）、NVDA（3.19%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $558.9M | 5.59% | 11.1M | 增持 |
| 2 | AAPL | APPLE INC | $403.4M | 4.03% | 1.4M | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $319.4M | 3.19% | 1.6M | 增持 |
| 4 | MSFT | MICROSOFT CORP | $305.2M | 3.05% | 818,307 | 增持 |
| 5 | GOOGL | ALPHABET INC | $303.8M | 3.04% | 850,206 | 增持 |
| 6 | AVGO | BROADCOM INC | $189.7M | 1.90% | 502,221 | 减持 |
| 7 | KLAC | KLA CORP | $175.9M | 1.76% | 583,113 | 增持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $170.4M | 1.70% | 228,123 | 减持 |
| 9 | AMZN | AMAZON COM INC | $164.1M | 1.64% | 688,333 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $163.6M | 1.64% | 499,797 | 增持 |
| 11 | LRCX | LAM RESEARCH CORP | $156.2M | 1.56% | 360,550 | 增持 |
| 12 | P | EVERPURE INC | $145.3M | 1.45% | 1.8M | 新建仓 |
| 13 | VOO | VANGUARD INDEX FDS | $143.6M | 1.43% | 209,049 | 增持 |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $134.6M | 1.35% | 2.3M | 增持 |
| 15 | META | META PLATFORMS INC | $130.7M | 1.31% | 232,027 | 增持 |
| 16 | IWF | ISHARES TR | $126.6M | 1.27% | 1.0M | 增持 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $114.6M | 1.15% | 1.6M | 增持 |
| 18 | ABBV | ABBVIE INC | $106.2M | 1.06% | 422,116 | 增持 |
| 19 | GILD | GILEAD SCIENCES INC | $95.3M | 0.95% | 754,019 | 增持 |
| 20 | NVS | NOVARTIS AG | $90.8M | 0.91% | 579,486 | 增持 |
| 21 | AMAT | APPLIED MATLS INC | $89.5M | 0.89% | 123,853 | 增持 |
| 22 | V | VISA INC | $82.8M | 0.83% | 241,478 | 增持 |
| 23 | EBAY | EBAY INC. | $82.4M | 0.82% | 737,619 | 增持 |
| 24 | HD | HOME DEPOT INC | $80.4M | 0.80% | 227,836 | 增持 |
| 25 | SMH | VANECK ETF TRUST | $80.2M | 0.80% | 122,260 | 减持 |
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