13FBOX
NEW WAVE WEALTH ADVISORS LLC · 13F 持仓分析
期权收益计算器 机构排行

NEW WAVE WEALTH ADVISORS LLC

No.5122 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.67亿
环比变动 Q1 2026
+$7,927.0万+27.5%
持仓股票数
203
新买入
46
加仓
110
减仓
37
清仓
32
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
沃尔玛WMT
8.44%12.14%$3,102.5万27.4万股$3,498.8万28.1万股-7,024股-2.50%减仓
F第一信托交易所交易基金FYC
3.55%3.41%$1,303.8万10.2万股$984.0万10.1万股+927股+0.91%加仓
J摩根大通交易所交易基金JEPQ
3.2%2.81%$1,175.3万19.1万股$810.1万14.6万股+4.5万股+31.06%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
2.94%2.87%$1,081.5万10.6万股$827.2万10.5万股+557股+0.53%加仓
GGlobal X基金DTCR
2.94%2.86%$1,079.5万35.4万股$824.9万34.4万股+9,904股+2.88%加仓
WWEDBUSH SER TRIVES
2.91%2.61%$1,067.6万28.0万股$752.3万26.5万股+1.5万股+5.68%加仓
IiShares安硕信托IEV
2.71%3.12%$994.5万13.7万股$899.0万13.2万股+4,190股+3.17%加仓
SSPDR行业精选信托XLK
2.67%1.99%$980.0万5.1万股$574.5万4.3万股+8,211股+19.00%加仓
SSPDR标普500 ETFSPY
2.64%3.35%$968.8万1.3万股$965.1万1.5万股-1,862股-12.58%减仓
FFT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBERGDEC
2.4%2.78%$883.1万22.2万股$801.6万21.7万股+5,350股+2.47%加仓
I景顺交易所交易基金信托RSP
2.38%0.08%$874.8万4.1万股$21.8万1,135股+4.0万股+3,522.64%加仓
LLISTED FDS TROVL
2.22%$816.3万14.4万股$00股+14.4万股新买入
I景顺QQQ信托VOO
1.84%1.8%$676.1万9,172股$519.3万8,998股+174股+1.93%加仓
I景顺·NASDAQ 100 ETFQQQM
1.73%1.39%$637.4万2.1万股$400.4万1.7万股+4,190股+24.87%加仓
英伟达NVDA
1.6%1.63%$587.6万2.9万股$468.5万2.7万股+2,502股+9.31%加仓
F第一信托交易所交易基金VIFAPR
1.46%$537.6万11.5万股$00股+11.5万股新买入
苹果AAPL
1.44%1.34%$529.7万1.8万股$385.6万1.5万股+3,114股+20.50%加仓
EETF OPPORTUNITIES TRUSTWLTG
1.38%1.07%$507.0万13.5万股$309.3万9.1万股+4.4万股+48.32%加仓
IiShares安硕·RUSSELLIWB
1.35%1.22%$495.1万1.2万股$352.6万9,888股+2,202股+22.27%加仓
S道富SPYM
1.32%0.13%$485.5万5.5万股$36.5万4,773股+5.0万股+1,057.39%加仓
SSPDR行业精选信托XLF
1.1%1.18%$405.2万7.6万股$339.7万6.9万股+6,765股+9.83%加仓
T泰森食品TSN
1.08%1.58%$398.2万7.0万股$455.6万7.1万股-1,565股-2.20%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.04%0.89%$383.3万2.4万股$255.7万1.7万股+6,716股+38.50%加仓
美光科技MU
1.01%0.5%$371.7万3,220股$144.0万4,259股-1,039股-24.40%减仓
亚马逊AMZN
0.94%0.96%$347.2万1.5万股$276.6万1.3万股+1,286股+9.68%加仓
谷歌AGOOGL
0.93%1.03%$340.4万9,526股$295.6万1.0万股-755股-7.34%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.91%1.44%$332.9万9.7万股$415.9万12.4万股-2.7万股-21.85%减仓
IiShares安硕·S&PIUSG
0.87%0.99%$319.2万1.7万股$285.2万1.8万股-1,415股-7.70%减仓
微软MSFT
0.85%0.97%$311.8万8,358股$280.4万7,576股+782股+10.32%加仓
泛林集团LRCX
0.83%0.44%$303.9万7,010股$126.0万5,889股+1,121股+19.04%加仓
礼来LLY
0.79%0.61%$291.1万2,427股$175.2万1,905股+522股+27.40%加仓
CCALAMOS ETF TRCAIE
0.78%0.64%$285.6万10.5万股$184.7万7.3万股+3.1万股+42.88%加仓
VertivVRT
0.77%0.77%$283.2万8,458股$223.3万8,913股-455股-5.10%减仓
EEA SERIES TRUSTAFOS
0.73%0.1%$267.2万5.7万股$27.8万7,680股+5.0万股+645.74%加仓
V先锋领航·MIDVO
0.69%0.62%$252.9万3.1万股$177.6万6,185股+2.5万股+407.44%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.68%0.91%$250.4万6.8万股$261.0万7.1万股-3,210股-4.53%减仓
S道富XLI
0.68%1.08%$248.2万1.3万股$310.8万1.9万股-5,818股-30.27%减仓
SSPDR道富系列信托BILS
0.64%2.26%$236.5万2.4万股$652.2万6.6万股-4.2万股-63.72%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.64%$236.1万2.1万股$00股+2.1万股新买入
马拉松石油MPC
0.63%0.21%$231.7万9,063股$59.9万2,454股+6,609股+269.32%加仓
台积电TSM
0.61%0.45%$223.3万4,669股$130.5万3,853股+816股+21.18%加仓
西部数据WDC
0.59%0.37%$216.1万3,384股$106.7万3,943股-559股-14.18%减仓
HUNT J B TRANS SVCSJBHT
0.59%0.57%$215.7万7,452股$163.8万7,732股-280股-3.62%减仓
IiShares安硕信托IYT
0.57%$208.9万2.4万股$00股+2.4万股新买入
I景顺交易所交易基金信托XSVM
0.55%$202.7万2.9万股$00股+2.9万股新买入
GE VernovaGEV
0.54%0.39%$197.5万1,680股$113.8万1,303股+377股+28.93%加仓
Meta平台META
0.52%0.85%$192.5万3,417股$245.3万4,328股-911股-21.05%减仓
SSPDR行业精选信托XLU
0.48%1.02%$175.7万3.9万股$293.2万6.4万股-2.5万股-39.34%减仓
IInnovator ETF信托NMAY
0.47%$174.2万5.9万股$00股+5.9万股新买入
SSPDR道富系列信托SPTM
0.44%0.12%$162.5万1.8万股$33.6万4,251股+1.4万股+321.10%加仓

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