13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$335.70亿2026Q2 申报市值
4,180持仓数
18.7%前十大占比 · 第一大 3.0%
281 / 279新建仓 / 清仓
申报市值走势$335.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.0%
IVV 2.6%
SPY 2.2%
NVDA 2.1%
MSFT 1.8%
AMZN 1.5%
JPM 1.4%
VOO 1.4%
GOOGL 1.4%
SPYM 1.2%

2026Q2 买入最多 按季末市值估算

SPY 加仓+$2.96亿
IVV 加仓+$2.28亿
SPYM 加仓+$1.45亿
BRTR 加仓+$7,984.38万
FELC 加仓+$7,626.31万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$1.08亿
QUAL 减仓-$1.06亿
EFV 减仓-$9,248.51万
THRO 减仓-$5,366.26万
WFC 减仓-$4,861.63万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— ROUNDHILL ETF TRUST $20.42万0.00%12,355 4854.1% $8,017 加仓
— PROSHARES TR $20.42万0.00%3,591 35010.8% $1.99万 加仓
THG HANOVER INS GROUP INC $20.48万0.00%957 957— $20.48万 新建仓
PK PARK HOTELS & RESORTS INC $20.49万0.00%14,382 -26,454-64.8% -$37.70万 减仓
PLXS PLEXUS CORP $20.51万0.00%682 682— $20.51万 新建仓
VTS VITESSE ENERGY INC $20.53万0.00%13,021 -1,526-10.5% -$2.41万 减仓
— SUPERIOR GROUP OF CO INC $20.57万0.00%15,677 15,0942,589.0% $19.80万 重新持有
SNDA SONIDA SENIOR $20.58万0.00%5,045 -7,412-59.5% -$30.24万 减仓
— PERFORMANCE SHIPPING INC $20.68万0.00%123,088 2990.2% $502 加仓
TOST TOAST INC $20.70万0.00%7,440 -2,597-25.9% -$7.22万 减仓
— BEELINE HOLDINGS INC $20.70万0.00%169,700 -83,150-32.9% -$10.14万 减仓
MRVI MARAVAI LIFESCIENCES HLDGS I $20.71万0.00%33,193 33,14772,058.7% $20.68万 重新持有
— ALLSPRING MULTI SECTOR INCOM $20.72万0.00%22,500 00.0% — 不变
ADC AGREE RLTY CORP $20.75万0.00%2,739 2,6282,367.6% $19.91万 加仓
MFG MIZUHO FINANCIAL GROUP INC $20.81万0.00%21,722 6,71044.7% $6.43万 加仓
PZZA PAPA JOHNS INTL INC $20.81万0.00%5,661 5,5605,505.0% $20.44万 加仓
RRX REGAL REXNORD CORPORATION $20.84万0.00%875 8669,622.2% $20.63万 重新持有
— FIRST TRUST $20.91万0.00%3,151 20.1% $133 加仓
— AMPLIFY ETF TR $20.93万0.00%7,588 7,588— $20.93万 新建仓
— INNOVATOR ETFS TRUST $20.95万0.00%10,500 00.0% — 不变
BGIG ETF SER SOLUTIONS $21.01万0.00%5,853 -199-3.3% -$7,143 减仓
ACT ENACT HOLDINGS $21.01万0.00%4,596 1894.3% $8,640 加仓
— INNOVATOR ETFS TRUST $21.05万0.00%6,550 6,550— $21.05万 新建仓
SLF SUN LIFE FINANCIAL INC. $21.05万0.00%2,685 2,5772,386.1% $20.21万 加仓
GTLB GITLAB INC $21.15万0.00%6,928 -5,615-44.8% -$17.14万 重新持有
NWN NORTHWEST NAT HLDG CO $21.18万0.00%4,317 -361-7.7% -$1.77万 减仓
DINT DAVIS FUNDAMENTAL ETF TR $21.20万0.00%7,438 -3,971-34.8% -$11.32万 减仓
— PUTNAM MANAGED MUN INCOME TR $21.20万0.00%32,419 00.0% — 不变
— SANTACRUZ SILVER MNG LTD $21.24万0.00%32,734 32,734— $21.24万 新建仓
— FIDELITY COVINGTON TRUST $21.28万0.00%7,773 220.3% $602 加仓
— TPG MTG INVTS TR INC $21.28万0.00%26,869 6,44431.5% $5.10万 加仓
CENX CENTURY ALUMINUM $21.32万0.00%4,634 1212.7% $5,567 加仓
— UNITED MARITIME CORPORATION $21.33万0.00%81,105 54,773208.0% $14.41万 加仓
ALC ALCON AG $21.35万0.00%3,182 -122-3.7% -$8,187 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $21.37万0.00%20,743 -2,364-10.2% -$2.43万 减仓
POR PORTLAND GEN ELEC CO $21.40万0.00%4,130 3,9301,965.0% $20.37万 加仓
— VIRTUS STONE HBR EMRG MKTS I $21.44万0.00%38,424 -58,481-60.3% -$32.63万 减仓
DB DEUTSCHE BK AG $21.46万0.00%6,358 -3,009-32.1% -$10.16万 减仓
UDR UDR INC $21.52万0.00%5,390 5,3308,883.3% $21.28万 加仓
OSUR ORASURE TECHNOLOGIES INC $21.52万0.00%48,261 5071.1% $2,261 加仓
CVLT COMMVAULT SYS INC $21.53万0.00%1,519 28823.4% $4.08万 重新持有
NMAX NEWSMAX INC $21.59万0.00%26,074 8,65949.7% $7.17万 加仓
— JOHN HANCOCK EXCHANGE TRADED $21.67万0.00%8,232 8,232— $21.67万 新建仓
— INVESCO EXCH TRADED FD TR II $21.72万0.00%17,484 16,9393,108.1% $21.04万 加仓
MPT MEDICAL PROPERTIES TRUST INC $21.77万0.00%47,126 12,98438.0% $6.00万 加仓
— RIVERNORTH OPPORTUNITIES FD $21.80万0.00%18,700 00.0% — 不变
DIVB ISHARES TR $21.84万0.00%3,545 -498-12.3% -$3.07万 减仓
— PROSHARES TR II $21.93万0.00%5,000 1,32536.1% $5.81万 加仓
SVAL ISHARES TR $21.95万0.00%5,253 5,2009,811.3% $21.73万 加仓
LMAT LEMAITRE VASCULAR INC $21.98万0.00%2,291 -16-0.7% -$1,535 减仓
— NUVEEN ARIZONA QLTY MUN INC $21.99万0.00%17,604 00.0% — 不变
ASH ASHLAND INC $22.00万0.00%3,339 3,32933,290.0% $21.93万 加仓
— LIFETIME BRANDS INC $22.01万0.00%25,802 25,802— $22.01万 新建仓
— INNOVATOR ETFS TRUST $22.03万0.00%11,000 11,000— $22.03万 新建仓
TPIF TIMOTHY PLAN $22.04万0.00%5,908 671.1% $2,500 加仓
— VERU INC $22.05万0.00%70,439 1140.2% $357 加仓
GMAY FIRST TR EXCHNG TRADED FD VI $22.06万0.00%5,125 5,125— $22.06万 新建仓
GQI NATIXIS GATEWAY $22.06万0.00%3,729 -675-15.3% -$3.99万 减仓
VNO VORNADO RLTY TR $22.17万0.00%5,641 5,641— $22.17万 新建仓
SKOR FLEXSHARES TR $22.17万0.00%4,567 -66-1.4% -$3,204 减仓
DFTX DEFINIUM THERAPEUTICS INC $22.21万0.00%4,721 4,71467,342.9% $22.17万 加仓
KRP KIMBELL RTY PARTNERS LP $22.23万0.00%15,302 13,302665.1% $19.33万 加仓
HODL VANECK BITCOIN ETF $22.28万0.00%13,416 -7,137-34.7% -$11.85万 减仓
PEO ADAM NAT RES FD INC $22.35万0.00%9,041 1561.8% $3,856 加仓
TNL TRAVEL PLUS LEISURE CO $22.36万0.00%2,925 2,90313,195.5% $22.19万 加仓
HEDJ WISDOMTREE TR $22.52万0.00%3,950 3,950— $22.52万 新建仓
TSLX SIXTH STREET SPECIALTY LENDI $22.56万0.00%13,142 -2,189-14.3% -$3.76万 减仓
TNGY TORTOISE CAPITAL SERIES TRUS $22.60万0.00%23,272 -5,042-17.8% -$4.90万 减仓
FFA FIRST TR ENHANCED EQUITY $22.65万0.00%10,130 -2,000-16.5% -$4.47万 减仓
— CPS TECHNOLOGIES CORP $22.67万0.00%41,072 00.0% — 不变
— WISDOMTREE TR $22.68万0.00%3,933 250.6% $1,442 加仓
ISCF ISHARES TR $22.69万0.00%5,242 521.0% $2,251 加仓
NTSI WISDOMTREE TR $22.74万0.00%4,879 -677-12.2% -$3.15万 减仓
AXTI AXT INC $22.76万0.00%3,158 1,39479.0% $10.05万 加仓
TVTX TRAVERE THERAPEUTICS INC $22.81万0.00%4,015 -2,446-37.9% -$13.89万 重新持有
RCKY ROCKY BRANDS INC $22.82万0.00%5,533 -1,328-19.4% -$5.48万 减仓
TIC TIC SOLUTIONS INC $22.82万0.00%28,210 2,3659.2% $1.91万 加仓
UI UBIQUITI INC $22.86万0.00%428 -22-4.9% -$1.17万 减仓
FLNG FLEX LNG LTD $22.87万0.00%8,149 2763.5% $7,744 加仓
— AIRSHIP AI HLDGS INC $22.87万0.00%95,705 95,705— $22.87万 新建仓
— FIRST TR EXCHNG TRADED FD VI $22.93万0.00%6,800 00.0% — 不变
— MASTECH HLDGS INC $22.95万0.00%29,695 17,569144.9% $13.58万 加仓
— INNOVATOR ETFS TRUST $22.97万0.00%10,456 00.0% — 不变
— PGIM ROCK ETF TR $22.99万0.00%7,075 00.0% — 不变
HYFI AB ACTIVE ETFS INC $22.99万0.00%6,158 6,0686,742.2% $22.66万 加仓
ENVX ENOVIX CORPORATION $23.11万0.00%38,065 -3,395-8.2% -$2.06万 减仓
— EATON VANCE TAX MNGED BUY WR $23.15万0.00%14,896 13,300833.3% $20.67万 加仓
GGG GRACO INC $23.18万0.00%3,065 30.1% $227 加仓
HTGC HERCULES CAPITAL INC $23.21万0.00%14,716 -1,543-9.5% -$2.43万 减仓
FIBK FIRST INTERSTATE $23.24万0.00%6,027 6,027— $23.24万 新建仓
— FIRST TR EXCHNG TRADED FD VI $23.34万0.00%8,613 -570-6.2% -$1.54万 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $23.34万0.00%19,304 -2,108-9.8% -$2.55万 减仓
— FRIEDMAN INDS INC $23.43万0.00%7,281 -4,916-40.3% -$15.82万 减仓
PDD PDD HOLDINGS INC $23.43万0.00%3,072 -1,605-34.3% -$12.24万 减仓
— KRANESHARES TRUST $23.46万0.00%8,525 8,525— $23.46万 新建仓
BXP BXP INC $23.48万0.00%3,541 3,51714,654.2% $23.32万 加仓
— FIDELITY MERRIMACK STR TR $23.50万0.00%4,572 4,572— $23.50万 新建仓
— SKYWATER TECHNOLOGY $23.52万0.00%6,755 00.0% — 不变
— SOURCE CAPITAL $23.53万0.00%5,120 -59-1.1% -$2,712 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $23.56万0.00%3,324 3,1591,914.5% $22.39万 加仓