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
OCGN OCUGEN INC $30.15万0.00%166,595 31,13523.0% $5.64万 加仓
PAC GRUPO AEROPORTUNARIO DEL PAC $30.17万0.00%1,222 13512.4% $3.33万 加仓
— EATON VANCE NATL MUN OPPORT $30.18万0.00%17,630 -2,000-10.2% -$3.42万 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $30.25万0.00%1,362 -48-3.4% -$1.07万 减仓
OGS ONE GAS INC $30.28万0.00%3,516 -17-0.5% -$1,464 减仓
UFO PROCURE ETF TRUST II $30.28万0.00%6,758 6,758— $30.28万 新建仓
ICLR ICON PLC $30.29万0.00%2,738 1,429109.2% $15.81万 加仓
IYR ISHARES TR $30.33万0.00%3,207 -289-8.3% -$2.73万 减仓
VNOM VIPER ENERGY INC $30.36万0.00%6,461 370.6% $1,739 加仓
FLIN FRANKLIN TEMPLETON ETF TR $30.38万0.00%9,144 00.0% — 不变
AVNT AVIENT CORPORATION $30.47万0.00%8,394 8,2606,164.2% $29.98万 加仓
VOD VODAFONE GROUP PLC $30.52万0.00%20,317 -5,556-21.5% -$8.35万 减仓
AVSF AMERICAN CENTY ETF TR $30.55万0.00%6,527 -300-4.4% -$1.40万 减仓
BC BRUNSWICK CORP $30.56万0.00%4,199 46712.5% $3.40万 加仓
TEAM ATLASSIAN CORPORATION $30.62万0.00%4,487 -4,330-49.1% -$29.55万 减仓
— FEDERATED HERMES ETF TRUST $30.70万0.00%13,400 13,400— $30.70万 新建仓
DINT DAVIS FUNDAMENTAL ETF TR $30.71万0.00%11,409 -1,251-9.9% -$3.37万 减仓
SPXL DIREXION SHARES ETF TRUST $30.83万0.00%1,668 58554.0% $10.81万 加仓
CSM PROSHARES TR $30.93万0.00%4,134 120.3% $898 加仓
ALLE ALLEGION PLC $31.03万0.00%2,136 -378-15.0% -$5.49万 减仓
— FIRST TR EXCHNG TRADED FD VI $31.05万0.00%13,795 11,195430.6% $25.19万 加仓
BIP BROOKFIELD INFRASTRUCTRE $31.05万0.00%8,598 -160-1.8% -$5,779 减仓
— SPROTT JUNIOR $31.21万0.00%3,625 1,32657.7% $11.42万 加仓
IXJ ISHARES TR $31.28万0.00%3,344 -1,695-33.6% -$15.86万 减仓
— WEBSTER FINL CORP $31.33万0.00%4,513 -10,087-69.1% -$70.03万 减仓
CAMT CAMTEK LTD $31.41万0.00%2,072 1176.0% $1.77万 加仓
ASYS AMTECH SYS INC $31.41万0.00%26,891 12,29184.2% $14.36万 加仓
— MFS GOVT MKTS INCOME TR $31.52万0.00%107,200 -24,100-18.4% -$7.09万 减仓
DWLD DAVIS FUNDAMENTAL ETF TR $31.54万0.00%7,200 00.0% — 不变
HYDB ISHARES TR $31.62万0.00%6,797 -1,359-16.7% -$6.32万 减仓
AUR AURORA INNOVATION INC $31.65万0.00%76,832 6,0678.6% $2.50万 加仓
— JANUS HENDERSON GROUP PLC $31.66万0.00%6,163 230.4% $1,181 加仓
NBB NUVEEN TAXABLE MUNICPAL INM $31.74万0.00%20,271 3,04117.6% $4.76万 加仓
RSPD INVESCO EXCHANGE TRADED FD T $31.76万0.00%5,934 00.0% — 不变
FOUR SHIFT4 PAYMENTS $31.78万0.00%7,267 -107-1.5% -$4,679 减仓
CWEN CLEARWAY ENERGY INC $31.85万0.00%8,106 -4,718-36.8% -$18.54万 减仓
HALO HALOZYME THERAPEUTICS INC $31.88万0.00%4,933 -6,643-57.4% -$42.93万 减仓
JOBY JOBY AVIATION INC $31.92万0.00%38,646 -3,919-9.2% -$3.24万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $31.93万0.00%3,522 2638.1% $2.38万 加仓
IIPR INNOVATIVE INDL PPTYS INC $31.95万0.00%6,369 4,239199.0% $21.26万 加仓
RMT ROYCE MICRO-CAP TR INC $31.97万0.00%28,264 -12,774-31.1% -$14.45万 减仓
— INNOVATOR ETFS TRUST $32.03万0.00%11,035 4153.9% $1.20万 加仓
DORM DORMAN PRODS INC $32.09万0.00%3,075 36513.5% $3.81万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $32.13万0.00%3,553 57119.1% $5.16万 加仓
— AVITA MEDICAL INC $32.15万0.00%86,885 85,8858,588.5% $31.78万 加仓
MOH MOLINA HEALTHCARE INC $32.15万0.00%2,412 2,3869,176.9% $31.81万 加仓
TBLD THORNBURG INCM BUILDER OPP T $32.27万0.00%15,263 -300-1.9% -$6,344 减仓
MHK MOHAWK INDS INC $32.28万0.00%3,278 1,11251.3% $10.95万 加仓
CALM CAL MAINE FOODS $32.45万0.00%4,100 -20,596-83.4% -$163.02万 减仓
— MASIMO CORP $32.50万0.00%1,827 1,7151,531.2% $30.50万 加仓
GLPI GAMING & LEISURE P $32.51万0.00%7,328 -131-1.8% -$5,812 减仓
AGQ PROSHARES TR II $32.54万0.00%2,723 1,428110.3% $17.07万 加仓
BCS BARCLAYS PLC $32.54万0.00%15,380 -39,091-71.8% -$82.72万 减仓
JIVE J P MORGAN EXCHANGE TRADED F $32.57万0.00%3,803 2065.7% $1.76万 加仓
GRPM INVESCO S&P $32.61万0.00%2,758 00.0% — 不变
EE EXCELERATE ENERGY INC $32.61万0.00%9,757 9,757— $32.61万 新建仓
ROL ROLLINS INC $32.70万0.00%6,122 -5,657-48.0% -$30.21万 减仓
— BANCROFT FD LTD $32.74万0.00%15,200 -1,400-8.4% -$3.02万 减仓
AVAV AEROVIRONMENT INC $32.75万0.00%1,789 1,511543.5% $27.66万 加仓
FLXS FLEXSTEEL INDS INC $32.76万0.00%7,290 7,23312,689.5% $32.51万 加仓
SOXL DIREXION SHARES ETF TRUST $32.81万0.00%6,848 -275-3.9% -$1.32万 减仓
UFOX ETF SER SOLUTIONS $32.83万0.00%4,816 20.0% $136 加仓
VMI VALMONT INDS INC $32.85万0.00%822 -1,206-59.5% -$48.20万 减仓
KWR QUAKER HOUGHTON $32.88万0.00%2,647 301.1% $3,726 加仓
SPXU PROSHARES TR $32.94万0.00%5,805 5,805— $32.94万 新建仓
— INVESCO MUNI INCOME OPP TRST $32.98万0.00%53,712 -24,050-30.9% -$14.77万 减仓
BLDR BUILDERS FIRSTSOURCE INC $33.05万0.00%4,014 -579-12.6% -$4.77万 减仓
ARKF ARK ETF TR $33.07万0.00%8,699 -13,541-60.9% -$51.47万 减仓
PMAY INNOVATOR ETFS TRUST $33.07万0.00%8,279 -1,792-17.8% -$7.16万 减仓
TAFI AB TAX $33.07万0.00%13,134 410.3% $1,032 加仓
FICO FAIR ISAAC CORP $33.09万0.00%310 165.4% $1.71万 加仓
NUGT DIREXION SHARES ETF TRUST $33.12万0.00%1,760 -464-20.9% -$8.73万 减仓
LOAR LOAR HOLDINGS INC $33.22万0.00%5,798 5,798— $33.22万 新建仓
DAPP VANECK ETF TRUST $33.22万0.00%22,264 -708-3.1% -$1.06万 减仓
VVV VALVOLINE INC $33.29万0.00%9,883 -849-7.9% -$2.86万 减仓
MMU WESTERN ASSET MANAGED MUNS F $33.34万0.00%32,430 13,98975.9% $14.38万 加仓
VICR VICOR CORP $33.34万0.00%2,071 1,9411,493.1% $31.25万 加仓
— FIRST TRUST $33.35万0.00%3,416 -1,484-30.3% -$14.49万 减仓
FOXA FOX CORP $33.39万0.00%5,717 -1,072-15.8% -$6.26万 减仓
VRP INVESCO EXCH TRADED FD TR II $33.41万0.00%13,931 150.1% $360 加仓
— EATON VANCE SHORT DURATION D $33.46万0.00%31,300 -12,800-29.0% -$13.68万 减仓
JRI NUVEEN REAL ASSET INCOME & G $33.48万0.00%27,216 -960-3.4% -$1.18万 减仓
AB ALLIANCEBERNSTEIN HLDG L P $33.57万0.00%8,966 -1,883-17.4% -$7.05万 减仓
— BRANDYWINEGBL GBL INCM OPP F $33.82万0.00%44,100 -900-2.0% -$6,903 减仓
PLPC PREFORMED LINE PRODS CO $33.83万0.00%1,250 1,250— $33.83万 新建仓
TDVG T ROWE PRICE ETF INC $33.85万0.00%7,586 2142.9% $9,550 加仓
PNQI INVESCO EXCHANGE TRADED FD T $33.92万0.00%7,583 -2,611-25.6% -$11.68万 减仓
— NXG CUSHING MIDSTREAM ENERGY $33.93万0.00%7,627 3,60489.6% $16.03万 加仓
EIM EATON VANCE MUN BD FD $33.94万0.00%34,738 -758-2.1% -$7,406 减仓
SITE SITEONE LANDSCAPE SUPPLY INC $33.94万0.00%2,550 2,151539.1% $28.63万 加仓
— ADURO CLEAN TECHNOLOGIES INC $34.00万0.00%32,416 -928-2.8% -$9,735 减仓
RNST RENASANT CORP $34.08万0.00%9,432 00.0% — 不变
EPS WISDOMTREE TR $34.42万0.00%5,054 -1,488-22.7% -$10.13万 减仓
BALI ISHARES U S $34.43万0.00%11,174 1481.3% $4,560 加仓
GT GOODYEAR TIRE & RUBR CO $34.46万0.00%51,979 -84,032-61.8% -$55.71万 减仓
MKTX MARKETAXESS HLDGS INC $34.49万0.00%2,091 -435-17.2% -$7.18万 减仓
SMR NUSCALE PWR CORP $34.58万0.00%48,430 25,293109.3% $18.06万 加仓
THFF FIRST FINANCIAL CORPORATION $34.62万0.00%5,478 00.0% — 不变
GL GLOBE LIFE $34.71万0.00%2,494 -37,477-93.8% -$521.62万 减仓
CSW CSW INDUSTRIALS INC $34.87万0.00%1,338 20.1% $521 加仓