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
RLI RLI CORP $27.55万0.00%4,663 4,63114,471.9% $27.36万 加仓
UNTY UNITY BANCORP INC $27.56万0.00%4,696 -136-2.8% -$7,982 减仓
U UNITY SOFTWARE INC $27.62万0.00%9,664 9,2642,316.0% $26.48万 加仓
— PIMCO BROAD $27.63万0.00%5,280 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $27.63万0.00%5,304 4,661724.9% $24.28万 加仓
BMO BANK MONTREAL MEDIUM $27.64万0.00%1,564 -320-17.0% -$5.66万 减仓
DUSA DAVIS FUNDAMENTAL ETF TR $27.70万0.00%4,931 -765-13.4% -$4.30万 减仓
AXSM AXSOME THERAPEUTICS INC. $27.73万0.00%1,133 1,0832,166.0% $26.51万 重新持有
— FIRST TR EXCHNG TRADED FD VI $27.73万0.00%5,628 00.0% — 不变
VNOM VIPER ENERGY INC $27.78万0.00%6,551 901.4% $3,816 加仓
— WAHED FTSE $27.84万0.00%3,899 00.0% — 不变
VTC VANGUARD SCOTTSDALE FDS $27.84万0.00%3,625 -6,239-63.3% -$47.92万 减仓
DY DYCOM INDS INC $27.86万0.00%551 5061,124.4% $25.58万 加仓
AN AUTONATION INC $27.87万0.00%1,500 1,4755,900.0% $27.40万 加仓
OPBK OP BANCORP $27.89万0.00%18,604 -703-3.6% -$1.05万 减仓
ISCV ISHARES TR $27.95万0.00%3,569 -71-2.0% -$5,561 减仓
MUST COLUMBIA ETF TR I $28.00万0.00%13,461 70.1% $146 加仓
NVDL GRANITESHARES ETF TR $28.02万0.00%9,399 -55,113-85.4% -$164.29万 减仓
TCOM TRIP COM GROUP LTD $28.07万0.00%7,045 -214-2.9% -$8,526 减仓
TMF DIREXION SHARES ETF TRUST $28.09万0.00%7,901 7,5131,936.3% $26.71万 加仓
— ISHARES TR $28.14万0.00%2,711 2,711— $28.14万 新建仓
ARMK ARAMARK $28.18万0.00%4,952 -232-4.5% -$1.32万 减仓
YETI YETI HLDGS INC $28.20万0.00%5,691 5,691— $28.20万 新建仓
— NEUBERGER HIGH YIELD ST FD I $28.21万0.00%45,215 3,2217.7% $2.01万 加仓
EXPO EXPONENT INC $28.29万0.00%4,815 3397.6% $1.99万 加仓
AAL AMERICAN AIRLINES GROUP INC $28.30万0.00%15,661 1,3519.4% $2.44万 加仓
— FIRST TR EXCHNG TRADED FD VI $28.34万0.00%13,235 360.3% $771 加仓
WTFC WINTRUST FINANCIAL $28.35万0.00%1,764 23315.2% $3.74万 加仓
— HANCOCK JOHN PFD INCOME FD I $28.42万0.00%17,908 -200-1.1% -$3,174 减仓
MMIT NEW YORK LIFE INVTS ACTIVE E $28.49万0.00%11,699 2,28124.2% $5.55万 加仓
KBDC KAYNE ANDERSON BDC INC $28.50万0.00%21,067 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $28.63万0.00%11,632 1,73917.6% $4.28万 加仓
WDFC WD 40 CO $28.64万0.00%1,175 -109-8.5% -$2.66万 减仓
FSBW FS BANCORP INC $28.67万0.00%6,606 -189-2.8% -$8,203 减仓
SPXL DIREXION SHARES ETF TRUST $28.71万0.00%1,061 -607-36.4% -$16.43万 减仓
AIPO TIDAL TRUST II $28.72万0.00%8,595 8,595— $28.72万 新建仓
ARW ARROW ELECTRS INC $28.73万0.00%1,346 1,3164,386.7% $28.08万 加仓
— SEI EXCHANGE TRADED FUNDS $28.77万0.00%11,430 11,430— $28.77万 新建仓
PIE INVESCO EXCH TRADED FD TR II $28.80万0.00%8,623 00.0% — 不变
— ISHARES TR $28.82万0.00%3,223 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $28.88万0.00%3,773 -439-10.4% -$3.36万 减仓
CEF SPROTT PHYSICAL $28.93万0.00%7,190 -296-4.0% -$1.19万 减仓
— SEANERGY MARITIME HLDGS CORP $28.95万0.00%21,556 20,7422,548.2% $27.86万 重新持有
— INTELLICHECK MOBILISA INC $28.96万0.00%70,625 47,163201.0% $19.34万 加仓
KOF COCA-COLA FEMSA SAB DE CV $28.97万0.00%2,726 401.5% $4,250 加仓
SPEU STATE STREET $29.00万0.00%5,285 741.4% $4,061 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $29.01万0.00%6,193 811.3% $3,795 加仓
— FIRST TR EXCHNG TRADED FD VI $29.06万0.00%11,228 9289.0% $2.40万 加仓
— VOYA EMERGING MKTS HIGH DIVI $29.10万0.00%37,306 110.0% $86 加仓
VSNT VERSANT MEDIA GROUP INC $29.18万0.00%8,104 1391.7% $5,005 加仓
BWAY BRAINSWAY LTD $29.21万0.00%18,830 15,308434.6% $23.74万 加仓
— INNOVATOR ETFS TRUST $29.29万0.00%9,910 9,910— $29.29万 新建仓
VRP INVESCO EXCH TRADED FD TR II $29.31万0.00%12,058 -1,873-13.4% -$4.55万 减仓
DX DYNEX CAPITAL $29.37万0.00%22,406 22,406— $29.37万 新建仓
IYY ISHARES TR $29.41万0.00%1,614 -3,465-68.2% -$63.14万 减仓
CPNG COUPANG INC $29.46万0.00%16,959 -4,929-22.5% -$8.56万 减仓
TU TELUS CORPORATION $29.53万0.00%27,940 27,9381,396,900.0% $29.53万 加仓
CLIP GLOBAL X FDS $29.53万0.00%2,943 -13-0.4% -$1,305 减仓
SNAP SNAP INC $29.56万0.00%66,568 18,26537.8% $8.11万 加仓
— TRIO TECH INTL $29.59万0.00%24,016 00.0% — 不变
NEO NEOGENOMICS INC $29.59万0.00%20,280 20,280— $29.59万 新建仓
DCO DUCOMMUN INC $29.62万0.00%1,599 -56-3.4% -$1.04万 减仓
SSB SOUTHSTATE BANK $29.63万0.00%2,966 983.4% $9,792 加仓
VFC V F CORP $29.64万0.00%17,768 2,40615.7% $4.01万 加仓
ISPY PROSHARES TR $29.82万0.00%6,189 -9,705-61.1% -$46.76万 减仓
ESS ESSEX PPTY TR INC $29.89万0.00%1,025 1,01510,150.0% $29.60万 重新持有
MYGN MYRIAD GENETICS INC $29.91万0.00%52,385 52,385— $29.91万 新建仓
TREX TREX INC $29.96万0.00%5,988 5,363858.1% $26.84万 加仓
MEGI NYLI CBRE GBL INFR MEGTRNDS $30.01万0.00%19,740 1310.7% $1,991 加仓
DYN DYNE THERAPEUTICS INC $30.03万0.00%13,522 13,522— $30.03万 新建仓
— VOYA INFRASTRUCTURE INDLS & $30.08万0.00%21,733 -2,267-9.4% -$3.14万 减仓
SMOT VANECK ETF TRUST $30.09万0.00%7,743 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD $30.11万0.00%18,575 -542-2.8% -$8,786 减仓
— BLACKROCK MUNIHLDGS NJ QLTY $30.11万0.00%24,462 1560.6% $1,920 加仓
— INNOVATOR ETFS TRUST $30.13万0.00%13,385 00.0% — 不变
VOD VODAFONE GROUP PLC $30.13万0.00%22,786 2,46912.2% $3.27万 加仓
SB SAFE BULKERS INC $30.15万0.00%47,779 47,779— $30.15万 新建仓
PII POLARIS INC $30.15万0.00%4,406 2,543136.5% $17.40万 加仓
— HANCOCK JOHN PFD INCOME FD I $30.18万0.00%20,757 3,15717.9% $4.59万 加仓
— RTB DIGITAL INC $30.22万0.00%20,039 00.0% — 不变
SPUS SP FUNDS $30.22万0.00%5,256 841.6% $4,830 加仓
XFFCX FLAHERTY & CRUMRIN PFD & INM $30.29万0.00%18,605 -831-4.3% -$1.35万 减仓
DTD WISDOMTREE U S $30.30万0.00%3,249 -233-6.7% -$2.17万 减仓
PFGC PERFORMANCE FOOD GROUP CO $30.30万0.00%2,710 2,090337.1% $23.37万 加仓
ROL ROLLINS INC $30.32万0.00%7,265 1,14318.7% $4.77万 加仓
TW TRADEWEB MKTS INC $30.39万0.00%3,049 68729.1% $6.85万 加仓
BWB BRIDGEWATER BANCSHARES INC $30.49万0.00%14,492 -349-2.4% -$7,343 减仓
— SIFCO INDS INC $30.52万0.00%13,042 13,042— $30.52万 新建仓
— PGIM ROCK ETF TR $30.54万0.00%9,361 1,25015.4% $4.08万 加仓
MRNA MODERNA INC $30.56万0.00%4,364 2,947208.0% $20.64万 加仓
PFM INVESCO DIVIDEND $30.79万0.00%5,553 00.0% — 不变
— GLOBAL X FDS $30.82万0.00%7,400 00.0% — 不变
MNA NEW YORK LIFE INVESTMENTS ET $30.84万0.00%8,453 2,34738.4% $8.56万 加仓
— PIMCO GLOBAL STOCKPLUS INCOM $30.89万0.00%35,837 -6,700-15.8% -$5.78万 减仓
DLS WISDOMTREE TR $30.91万0.00%3,690 3,690— $30.91万 新建仓
BIP BROOKFIELD INFRASTRUCTRE $30.94万0.00%8,478 -120-1.4% -$4,379 减仓
BMA BANCO MACRO S A $30.98万0.00%3,346 3,346— $30.98万 新建仓
HALO HALOZYME THERAPEUTICS INC $31.00万0.00%3,961 -972-19.7% -$7.61万 减仓
BBAR BANCO BBVA ARGENTINA S A $31.07万0.00%15,845 15,845— $31.07万 新建仓
VIOG VANGUARD ADMIRAL FDS INC $31.09万0.00%2,026 763.9% $1.17万 加仓