13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$276.81亿2026Q1 申报市值
4,126持仓数
17.7%前十大占比 · 第一大 3.1%
304 / 371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 3.1%
NVDA 2.1%
MSFT 2.1%
IVV 2.1%
AMZN 1.6%
JPM 1.5%
GOOGL 1.3%
VOO 1.3%
WMT 1.3%
SPY 1.2%

2026Q1 买入最多 按季末市值估算

AGX 新建仓+$1.51亿
CENCORA INC 新建仓+$5,938.68万
EFG 加仓+$5,875.64万
GOVT 加仓+$5,049.35万
QUANTA SVCS INC 新建仓+$5,047.83万

2026Q1 卖出最多 按季末市值估算

QQQ 减仓-$3.34亿
OEF 减仓-$1.23亿
SFBS 减仓-$5,817.68万
AVGO 减仓-$5,543.48万
IBM 减仓-$4,437.82万

2026Q1 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
QLTY GMO ETF TRUST $22.70万0.00%6,274 -295-4.5% -$1.07万 减仓
MMIT NEW YORK LIFE INVTS ACTIVE E $22.70万0.00%9,418 820.9% $1,977 加仓
NPO ENPRO INC $22.71万0.00%906 906— $22.71万 新建仓
CALY CALLAWAY GOLF CO $22.73万0.00%16,375 9,961155.3% $13.83万 加仓
— FIRST TR EXCHNG TRADED FD VI $22.79万0.00%9,183 -475-4.9% -$1.18万 减仓
— TEMPLETON EMERGING MKTS INCO $22.90万0.00%38,100 -44,600-53.9% -$26.80万 减仓
GRAB GRAB HOLDINGS LIMITED $23.03万0.00%62,924 27,97680.1% $10.24万 加仓
— REPOSITRAK INC $23.05万0.00%30,326 27,472962.6% $20.88万 加仓
FBIZ FIRST BUSINESS FINL SVCS INC $23.06万0.00%4,276 4,276— $23.06万 新建仓
GEVO GEVO INC $23.10万0.00%84,614 -10,600-11.1% -$2.89万 减仓
— WAHED FTSE $23.13万0.00%3,899 00.0% — 不变
SNN SMITH & NEPHEW PLC $23.19万0.00%7,297 -274-3.6% -$8,708 减仓
EPR EPR PPTYS $23.22万0.00%4,647 4,034658.1% $20.15万 加仓
SMP STANDARD MTR PRODS INC $23.28万0.00%6,701 -1,935-22.4% -$6.72万 减仓
FLNG FLEX LNG LTD $23.39万0.00%7,873 -1,509-16.1% -$4.48万 减仓
— AMPLIFY ETF TR $23.39万0.00%10,875 -9,500-46.6% -$20.44万 减仓
AWI ARMSTRONG WORLD INDS INC NEW $23.45万0.00%1,422 -284-16.6% -$4.68万 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $23.47万0.00%21,412 260.1% $285 加仓
SIRI SIRIUSXM HOLDINGS INC $23.48万0.00%10,175 9,037794.1% $20.86万 加仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $23.50万0.00%23,107 -1,564-6.3% -$1.59万 减仓
BMOP BNY MELLON ETF TRUST II $23.54万0.00%9,559 9,559— $23.54万 新建仓
— ALPS ETF TR $23.57万0.00%5,993 5,993— $23.57万 新建仓
— INVESCO PA VALUE MUN INC TR $23.59万0.00%22,315 22,315— $23.59万 新建仓
— AIM ETF PRODUCTS TRUST $23.60万0.00%9,643 9,643— $23.60万 新建仓
COO COOPER COS INC $23.66万0.00%3,309 2,688432.9% $19.22万 加仓
ELAN ELANCO ANIMAL HEALTH INC $23.67万0.00%9,893 8,797802.6% $21.05万 加仓
— ARES DYNAMIC CR ALLOCATION F $23.88万0.00%19,639 00.0% — 不变
— SOURCE CAPITAL $23.99万0.00%5,179 -744-12.6% -$3.45万 减仓
HTGC HERCULES CAPITAL INC $24.02万0.00%16,259 15,1271,336.3% $22.34万 加仓
MMT MFS MULTIMARKET INCOME TR $24.02万0.00%52,001 -7,358-12.4% -$3.40万 减仓
CIGI COLLIERS INTL GROUP INC $24.03万0.00%2,248 1265.9% $1.35万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $24.04万0.00%4,819 4,274784.2% $21.32万 加仓
CACI CACI INTL INC $24.09万0.00%443 338.0% $1.79万 加仓
INGR INGREDION INC $24.11万0.00%2,140 -996-31.8% -$11.22万 减仓
GQI NATIXIS GATEWAY $24.16万0.00%4,404 -751-14.6% -$4.12万 减仓
WEX WEX INC $24.23万0.00%1,583 1,380679.8% $21.12万 加仓
DCI DONALDSON CO $24.26万0.00%2,858 -10-0.3% -$849 减仓
VIOG VANGUARD ADMIRAL FDS INC $24.27万0.00%1,950 20.1% $249 加仓
— RIVERNORTH MANAGED DUR MUN I $24.33万0.00%17,850 1,70010.5% $2.32万 加仓
— ELEVATION SERIES TRUST $24.37万0.00%4,630 2154.9% $1.13万 加仓
HMY HARMONY GOLD MNG LTD $24.38万0.00%15,861 -606-3.7% -$9,314 减仓
— FIRST TR EXCHNG TRADED FD VI $24.38万0.00%9,270 1,17014.4% $3.08万 加仓
— PROSHARES TR $24.39万0.00%3,241 3,241— $24.39万 新建仓
NTSI WISDOMTREE TR $24.45万0.00%5,556 57211.5% $2.52万 加仓
— PROSHARES TR $24.54万0.00%5,064 -150-2.9% -$7,269 减仓
GAP GAP INC $24.58万0.00%10,155 8,609556.9% $20.83万 加仓
TDVI FIRST TR EXCHANGE-TRADED FD $24.58万0.00%9,253 8,8512,201.7% $23.51万 加仓
GDE WISDOMTREE EFFICIENT $24.58万0.00%3,908 -168-4.1% -$1.06万 减仓
— PGIM ROCK ETF TR $24.60万0.00%8,111 8,111— $24.60万 新建仓
QGRW WISDOMTREE TR $24.61万0.00%4,606 -1,400-23.3% -$7.48万 减仓
GSG ISHARES S&P GSCI COMMODITY- $24.61万0.00%7,631 7,0121,132.8% $22.61万 加仓
— INNOVATOR ETFS TRUST $24.65万0.00%8,998 8,998— $24.65万 新建仓
TYG TORTOISE ENERGY INFRSTRCTR C $24.68万0.00%4,950 -212-4.1% -$1.06万 减仓
PEO ADAM NAT RES FD INC $24.70万0.00%8,885 -5,298-37.4% -$14.73万 减仓
— ABRDN NATL MUN INCOME FD $24.71万0.00%24,810 7,01039.4% $6.98万 加仓
— THEMES ETF TR $24.73万0.00%8,576 -250-2.8% -$7,210 减仓
FFA FIRST TR ENHANCED EQUITY $24.75万0.00%12,130 00.0% — 不变
STWD STARWOOD PPTY TR INC $24.79万0.00%14,393 5333.8% $9,179 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $24.79万0.00%5,175 00.0% — 不变
HUBG HUB GROUP INC $24.80万0.00%6,880 66610.7% $2.40万 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $24.82万0.00%5,346 5,2696,842.9% $24.46万 加仓
— VOYA EMERGING MKTS HIGH DIVI $24.84万0.00%37,295 -5,183-12.2% -$3.45万 减仓
ALC ALCON AG $24.89万0.00%3,304 -493-13.0% -$3.71万 减仓
NWN NORTHWEST NAT HLDG CO $24.90万0.00%4,678 00.0% — 不变
SPUS SP FUNDS $24.91万0.00%5,172 470.9% $2,263 加仓
BCAT BLACKROCK CAP ALLOCATION TER $24.92万0.00%17,638 7794.6% $1.10万 加仓
— ROUNDHILL ETF TRUST $25.00万0.00%11,870 4544.0% $9,561 加仓
— BNY MELLON ETF TRUST II $25.01万0.00%9,206 1301.4% $3,531 加仓
UNTY UNITY BANCORP INC $25.04万0.00%4,832 -117-2.4% -$6,064 减仓
— HANCOCK JOHN PFD INCOME FD I $25.06万0.00%17,600 -1,700-8.8% -$2.42万 减仓
PGC PEAPACK-GLADSTONE FINL CORP $25.15万0.00%7,143 7,143— $25.15万 新建仓
— VANECK ETF TRUST $25.18万0.00%24,544 4601.9% $4,720 加仓
LMAT LEMAITRE VASCULAR INC $25.19万0.00%2,307 -851-26.9% -$9.29万 减仓
KBE STATE STREET $25.20万0.00%4,231 -930-18.0% -$5.54万 减仓
MORN MORNINGSTAR INC $25.20万0.00%1,491 35831.6% $6.05万 加仓
BITQ BITWISE FUNDS TRUST $25.29万0.00%13,410 -70-0.5% -$1,320 减仓
ISCV ISHARES TR $25.30万0.00%3,640 -60-1.6% -$4,171 减仓
— ABRDN GLOBAL PREMIER PPTYS F $25.32万0.00%22,917 -45,971-66.7% -$50.80万 减仓
GWRE GUIDEWIRE SOFTWARE INC $25.41万0.00%1,699 -2,169-56.1% -$32.44万 减仓
BMO BANK MONTREAL MEDIUM $25.50万0.00%1,884 -756-28.6% -$10.23万 减仓
— APYX MEDICAL CORPORATION $25.53万0.00%69,175 69,175— $25.53万 新建仓
HR HEALTHCARE RLTY TR $25.53万0.00%15,028 -1,167-7.2% -$1.98万 减仓
— FIRST TR EXCHNG TRADED FD VI $25.55万0.00%10,300 00.0% — 不变
BUFC AB ACTIVE ETFS INC $25.56万0.00%6,291 -1,450-18.7% -$5.89万 减仓
OPBK OP BANCORP $25.68万0.00%19,307 -124-0.6% -$1,649 减仓
MDIV FIRST TRUST $25.81万0.00%15,959 -32-0.2% -$517 减仓
IVOV VANGUARD ADMIRAL FDS INC $25.82万0.00%2,533 00.0% — 不变
GGG GRACO INC $25.92万0.00%3,062 -51-1.6% -$4,318 减仓
— COHEN & STEERS SELECT PFD & $25.97万0.00%13,394 -396-2.9% -$7,678 减仓
— INNOVATOR ETFS TRUST $25.97万0.00%7,656 00.0% — 不变
DTH WISDOMTREE TR $26.00万0.00%4,806 2756.1% $1.49万 加仓
— DBX ETF TR $26.00万0.00%6,518 1001.6% $3,988 加仓
IJUL INNOVATOR ETFS TRUST $26.04万0.00%7,715 00.0% — 不变
VFC V F CORP $26.10万0.00%15,362 13,006552.0% $22.10万 加仓
JIG J P MORGAN EXCHANGE TRADED F $26.11万0.00%3,517 1554.6% $1.15万 加仓
WDFC WD 40 CO $26.19万0.00%1,284 -1,531-54.4% -$31.23万 减仓
KOF COCA-COLA FEMSA SAB DE CV $26.20万0.00%2,686 49422.5% $4.82万 加仓
FSBW FS BANCORP INC $26.22万0.00%6,795 6,795— $26.22万 新建仓
— PARAMOUNT GOLD $26.26万0.00%158,204 -6,246-3.8% -$1.04万 减仓
BWB BRIDGEWATER BANCSHARES INC $26.27万0.00%14,841 14,841— $26.27万 新建仓