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
— FIRST TR EXCHNG TRADED FD VI $26.30万0.00%8,017 00.0% — 不变
EVIM EATON VANCE $26.33万0.00%5,011 -179-3.4% -$9,406 减仓
VTS VITESSE ENERGY INC $26.42万0.00%14,547 -5,652-28.0% -$10.26万 减仓
— FIRST TR EXCHNG TRADED FD VI $26.47万0.00%5,628 00.0% — 不变
PDS PRECISION DRILLING CORP $26.48万0.00%2,691 -1,791-40.0% -$17.62万 减仓
EWU ISHARES TR $26.48万0.00%5,813 -27,336-82.5% -$124.54万 减仓
CENX CENTURY ALUMINUM $26.49万0.00%4,513 4,2831,862.2% $25.14万 加仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $26.50万0.00%12,377 -228-1.8% -$4,882 减仓
— ALLSPRING INCOME OPPORTUNIT $26.50万0.00%40,900 -6,400-13.5% -$4.15万 减仓
SSB SOUTHSTATE BANK $26.54万0.00%2,868 -1,786-38.4% -$16.53万 减仓
RCKY ROCKY BRANDS INC $26.57万0.00%6,861 -4,796-41.1% -$18.57万 减仓
TOST TOAST INC $26.61万0.00%10,037 -13,958-58.2% -$37.00万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $26.62万0.00%6,112 -300-4.7% -$1.31万 减仓
ONDS ONDAS INC $26.66万0.00%29,491 -14,817-33.4% -$13.39万 减仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $26.69万0.00%16,681 1,57610.4% $2.52万 加仓
SPEU STATE STREET $26.70万0.00%5,211 -87-1.6% -$4,458 减仓
ACU ACME UTD CORP $26.74万0.00%5,955 5,955— $26.74万 新建仓
SFY TIDAL TRUST I $26.75万0.00%2,143 00.0% — 不变
— INVESCO EXCH TRD SLF IDX FD $26.83万0.00%12,850 10,250394.2% $21.40万 加仓
HAP VANECK ETF TRUST $26.87万0.00%3,708 100.3% $725 加仓
BF/B BROWN FORMAN CORP CL B $26.94万0.00%10,187 -556-5.2% -$1.47万 减仓
XBIL U S TREASURY $26.96万0.00%5,388 5,0561,522.9% $25.30万 加仓
— ISHARES TR $27.06万0.00%3,223 -434-11.9% -$3.64万 减仓
UEC URANIUM ENERGY CORP $27.13万0.00%20,096 -101,763-83.5% -$137.38万 减仓
— NEUBERGER HIGH YIELD ST FD I $27.21万0.00%41,994 00.0% — 不变
HUBB HUBBELL INC $27.23万0.00%555 -3,144-85.0% -$154.27万 减仓
SMOT VANECK ETF TRUST $27.25万0.00%7,743 -413-5.1% -$1.45万 减仓
KBWB INVESCO EXCH TRADED FD TR II $27.32万0.00%3,453 -1,117-24.4% -$8.84万 减仓
APCB TRUST FOR PROFESSIONAL MANAG $27.35万0.00%9,286 00.0% — 不变
AXTA AXALTA COATING SYS LTD $27.40万0.00%9,892 -142-1.4% -$3,933 减仓
— DEFI DEVELOPMENT CORP $27.45万0.00%83,432 32,02462.3% $10.54万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $27.47万0.00%9,161 2,08229.4% $6.24万 加仓
— FIRST TR EXCHNG TRADED FD VI $27.48万0.00%13,199 2,67525.4% $5.57万 加仓
FLNC FLUENCE ENERGY INC $27.52万0.00%20,000 00.0% — 不变
WSO WATSCO INC $27.53万0.00%757 -172-18.5% -$6.26万 减仓
PCB PCB BANCORP $27.53万0.00%12,242 12,242— $27.53万 新建仓
MUST COLUMBIA ETF TR I $27.59万0.00%13,454 -3,539-20.8% -$7.26万 减仓
MANH MANHATTAN ASSOCIATES INC $27.72万0.00%2,082 -546-20.8% -$7.27万 减仓
SSD SIMPSON MFG INC $27.76万0.00%1,617 -31-1.9% -$5,322 减仓
TW TRADEWEB MKTS INC $27.79万0.00%2,362 2,2101,453.9% $26.00万 加仓
— ARES MANAGEMENT CORPORATION $27.86万0.00%7,700 -384-4.8% -$1.39万 减仓
CVE CENOVUS ENERGY INC $27.89万0.00%10,511 2892.8% $7,667 加仓
DB DEUTSCHE BK AG $27.89万0.00%9,367 -3,643-28.0% -$10.85万 减仓
— ALPS ETF TR $28.00万0.00%6,861 00.0% — 不变
— THEMES ETF TR $28.04万0.00%8,719 -11,417-56.7% -$36.72万 减仓
— PIMCO BROAD $28.06万0.00%5,280 -75-1.4% -$3,986 减仓
WLY WILEY JOHN & SONS INC $28.08万0.00%7,370 -3,951-34.9% -$15.05万 减仓
IVOG VANGUARD ADMIRAL FDS INC $28.10万0.00%2,248 00.0% — 不变
— BLACKROCK MUNIHLDGS NJ QLTY $28.12万0.00%24,306 -701-2.8% -$8,111 减仓
TSLX SIXTH STREET SPECIALTY LENDI $28.18万0.00%15,331 3,88734.0% $7.14万 加仓
VBIL VANGUARD INSTL INDEX FD $28.22万0.00%3,730 -421-10.1% -$3.18万 减仓
LCII LCI INDS $28.26万0.00%2,298 -128-5.3% -$1.57万 减仓
— HANCOCK JOHN PFD INCOME FD I $28.27万0.00%18,108 -500-2.7% -$7,805 减仓
— NXG NEXTGEN INFRASTR INCM FD $28.27万0.00%5,147 300.6% $1,648 加仓
SEB SEABOARD CORP DEL $28.27万0.00%50 24.2% $1.13万 加仓
BEN FRANKLIN RESOURCES INC $28.31万0.00%11,986 -98-0.8% -$2,315 减仓
— GLADSTONE INVT CORP $28.37万0.00%19,976 -484-2.4% -$6,873 减仓
PFM INVESCO DIVIDEND $28.37万0.00%5,553 00.0% — 不变
— PGIM ROCK ETF TR $28.38万0.00%10,011 3,03543.5% $8.60万 加仓
CAIE CALAMOS ETF TR $28.42万0.00%11,304 11,304— $28.42万 新建仓
TDY TELEDYNE TECHNOLOGIES INC $28.44万0.00%470 304183.1% $18.39万 加仓
TNK TEEKAY TANKERS LTD $28.44万0.00%3,879 3,8267,218.9% $28.05万 加仓
RTO RENTOKIL INITIAL PLC $28.53万0.00%9,062 8,3061,098.7% $26.15万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $28.56万0.00%14,035 100.1% $204 加仓
ZIM ZIM INTEGRATED SHIPPING SERV $28.61万0.00%10,858 10,858— $28.61万 新建仓
XCCC BONDBLOXX ETF TRUST $28.63万0.00%7,865 7,865— $28.63万 新建仓
OILK PROSHARES K-1 $28.67万0.00%5,300 5,300— $28.67万 新建仓
— INNOVATOR ETFS TRUST $28.71万0.00%13,385 00.0% — 不变
EFIV STATE STREET $28.76万0.00%4,560 54413.5% $3.43万 加仓
MEGI NYLI CBRE GBL INFR MEGTRNDS $28.81万0.00%19,609 -1,372-6.5% -$2.02万 减仓
HUT HUT 8 CORP $28.89万0.00%6,159 -351-5.4% -$1.65万 减仓
DUSA DAVIS FUNDAMENTAL ETF TR $28.90万0.00%5,696 5,696— $28.90万 新建仓
KBDC KAYNE ANDERSON BDC INC $28.90万0.00%21,067 00.0% — 不变
XSVM INVESCO EXCHANGE TRADED FD T $28.93万0.00%4,800 -447-8.5% -$2.69万 减仓
BTZ BLACKROCK CR ALLOCATION $28.97万0.00%28,685 -700-2.4% -$7,070 减仓
DK DELEK US HLDGS INC NEW $28.98万0.00%6,431 -681-9.6% -$3.07万 重新持有
KCE SPDR SERIES TRUST $28.99万0.00%2,107 20.1% $275 加仓
MOS MOSAIC CO $28.99万0.00%11,370 10,044757.5% $25.61万 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $29.06万0.00%9,491 00.0% — 不变
TGTX TG THERAPEUTICS INC $29.10万0.00%8,760 530.6% $1,761 加仓
QMOM EA SERIES TRUST $29.13万0.00%4,264 -122-2.8% -$8,334 减仓
IDA IDACORP INC $29.14万0.00%2,038 19910.8% $2.85万 加仓
SPNT SIRIUSPOINT LTD $29.20万0.00%13,555 13,555— $29.20万 新建仓
EXPO EXPONENT INC $29.21万0.00%4,476 4,3403,191.2% $28.32万 加仓
— GLOBAL X FDS $29.27万0.00%7,400 -33,653-82.0% -$133.13万 减仓
BBIN J P MORGAN EXCHANGE TRADED F $29.29万0.00%4,007 150.4% $1,097 加仓
SWX SOUTHWEST GAS HLDGS INC $29.41万0.00%3,384 952.9% $8,256 加仓
VSNT VERSANT MEDIA GROUP INC $29.48万0.00%7,965 7,965— $29.48万 新建仓
TNGY TORTOISE CAPITAL SERIES TRUS $29.53万0.00%28,314 3,77015.4% $3.93万 加仓
FNCL FIDELITY COVINGTON TRUST $29.57万0.00%4,212 -10,330-71.0% -$72.52万 减仓
CLIP GLOBAL X FDS $29.66万0.00%2,956 -926-23.9% -$9.29万 减仓
RHLD RESOLUTE HLDGS MGMT INC $29.70万0.00%1,830 -358-16.4% -$5.81万 减仓
ICLN ISHARES TR $29.73万0.00%16,253 2,29216.4% $4.19万 加仓
— INNOVATOR ETFS TRUST $29.81万0.00%9,974 00.0% — 不变
OSK OSHKOSH CORP $29.93万0.00%2,033 361.8% $5,301 加仓
— VOYA INFRASTRUCTURE INDLS & $29.95万0.00%24,000 -766-3.1% -$9,560 减仓
— HANCOCK JOHN PFD INCOME FD $29.99万0.00%19,117 -943-4.7% -$1.48万 减仓
DTD WISDOMTREE U S $30.07万0.00%3,482 -59-1.7% -$5,095 减仓
XFFCX FLAHERTY & CRUMRIN PFD & INM $30.11万0.00%19,436 890.5% $1,379 加仓
KBH KB HOME $30.15万0.00%5,825 -314-5.1% -$1.63万 减仓