NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | $41.81万 | 0.00% | 8,205 | 494 | 6.4% | $2.52万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $41.84万 | 0.00% | 12,242 | 4,136 | 51.0% | $14.14万 | 加仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $41.86万 | 0.00% | 32,886 | -5,585 | -14.5% | -$7.11万 | 减仓 |
| — | PGIM ROCK ETF TR | $41.89万 | 0.00% | 13,397 | -343 | -2.5% | -$1.07万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $41.94万 | 0.00% | 11,918 | 59 | 0.5% | $2,076 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $41.98万 | 0.00% | 1,974 | -43 | -2.1% | -$9,144 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $42.05万 | 0.00% | 23,467 | -400 | -1.7% | -$7,168 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $42.07万 | 0.00% | 50,876 | -7,436 | -12.8% | -$6.15万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $42.10万 | 0.00% | 6,793 | 424 | 6.7% | $2.63万 | 加仓 |
| — | NEOS ETF TRUST | $42.22万 | 0.00% | 8,714 | 8,714 | — | $42.22万 | 新建仓 |
| VVV | VALVOLINE INC | $42.22万 | 0.00% | 10,679 | 796 | 8.1% | $3.15万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $42.23万 | 0.00% | 4,443 | -373 | -7.7% | -$3.55万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $42.39万 | 0.00% | 10,594 | 1,998 | 23.2% | $7.99万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $42.40万 | 0.00% | 35,045 | 1,051 | 3.1% | $1.27万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $42.45万 | 0.00% | 5,019 | 378 | 8.1% | $3.20万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $42.47万 | 0.00% | 2,929 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $42.57万 | 0.00% | 8,538 | -1,705 | -16.6% | -$8.50万 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $42.62万 | 0.00% | 5,504 | 26 | 0.5% | $2,013 | 加仓 |
| — | PUTNAM FRANKLIN | $42.63万 | 0.00% | 47,807 | 35,879 | 300.8% | $31.99万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $42.64万 | 0.00% | 5,221 | -59 | -1.1% | -$4,818 | 减仓 |
| SSNC | SS&C TECH HLDGS | $42.65万 | 0.00% | 6,874 | -25,372 | -78.7% | -$157.43万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $42.69万 | 0.00% | 91,600 | -12,400 | -11.9% | -$5.78万 | 减仓 |
| VSDA | VICTORY PORTFOLIOS II | $42.76万 | 0.00% | 7,350 | 7,350 | — | $42.76万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $42.89万 | 0.00% | 4,320 | -422 | -8.9% | -$4.19万 | 减仓 |
| — | VANECK ETF TRUST | $42.94万 | 0.00% | 16,688 | 16,688 | — | $42.94万 | 新建仓 |
| — | APYX MEDICAL CORPORATION | $43.02万 | 0.00% | 95,815 | 26,640 | 38.5% | $11.96万 | 加仓 |
| DAPP | VANECK ETF TRUST | $43.15万 | 0.00% | 22,264 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $43.31万 | 0.00% | 12,297 | 3,331 | 37.2% | $11.73万 | 加仓 |
| — | HANCOCK JOHN INVS TR | $43.36万 | 0.00% | 32,554 | -2,300 | -6.6% | -$3.06万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $43.40万 | 0.00% | 18,436 | 13,202 | 252.2% | $31.08万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $43.40万 | 0.00% | 6,319 | -1,012 | -13.8% | -$6.95万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $43.41万 | 0.00% | 8,536 | 8,141 | 2,061.0% | $41.40万 | 加仓 |
| AVNT | AVIENT CORPORATION | $43.70万 | 0.00% | 11,824 | 3,430 | 40.9% | $12.68万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $43.88万 | 0.00% | 10,624 | 2,345 | 28.3% | $9.68万 | 加仓 |
| KRE | SPDR SERIES TRUST | $44.00万 | 0.00% | 5,878 | -533 | -8.3% | -$3.99万 | 减仓 |
| GGLL | DIREXION SHARES ETF TRUST | $44.03万 | 0.00% | 3,872 | -1,507 | -28.0% | -$17.14万 | 减仓 |
| TRMD | TORM PLC | $44.16万 | 0.00% | 16,946 | -1,489 | -8.1% | -$3.88万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $44.22万 | 0.00% | 2,634 | 125 | 5.0% | $2.10万 | 加仓 |
| — | INVESCO HIGH INCOME TR II | $44.40万 | 0.00% | 42,688 | -2,100 | -4.7% | -$2.18万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $44.45万 | 0.00% | 93,979 | -5,704 | -5.7% | -$2.70万 | 减仓 |
| — | VANECK AA-BB | $44.54万 | 0.00% | 8,818 | 121 | 1.4% | $6,112 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $44.55万 | 0.00% | 39,958 | -2,685 | -6.3% | -$2.99万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $44.56万 | 0.00% | 10,800 | 9,704 | 885.4% | $40.03万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $44.57万 | 0.00% | 48,339 | 1,096 | 2.3% | $1.01万 | 加仓 |
| KWR | QUAKER HOUGHTON | $44.60万 | 0.00% | 2,807 | 160 | 6.0% | $2.54万 | 加仓 |
| IGHG | PROSHARES TR | $44.63万 | 0.00% | 5,698 | 143 | 2.6% | $1.12万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.70万 | 0.00% | 22,373 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $44.80万 | 0.00% | 984 | -339 | -25.6% | -$15.44万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $44.82万 | 0.00% | 8,217 | 4,664 | 131.3% | $25.44万 | 加仓 |
| DLTR | DOLLAR TREE INC | $44.87万 | 0.00% | 3,710 | -950 | -20.4% | -$11.49万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $45.31万 | 0.00% | 8,085 | 4,383 | 118.4% | $24.56万 | 加仓 |
| MORN | MORNINGSTAR INC | $45.36万 | 0.00% | 2,907 | 1,416 | 95.0% | $22.10万 | 加仓 |
| POOL | POOL CORP | $45.40万 | 0.00% | 2,113 | 1,952 | 1,212.4% | $41.94万 | 加仓 |
| EUHY | ISHARES INC | $45.52万 | 0.00% | 8,451 | 4,678 | 124.0% | $25.20万 | 加仓 |
| SMB | VANECK ETF TRUST | $45.57万 | 0.00% | 26,263 | -11,973 | -31.3% | -$20.77万 | 减仓 |
| TIMB | TIM S A | $45.60万 | 0.00% | 21,289 | -221 | -1.0% | -$4,734 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $45.70万 | 0.00% | 10,217 | 1,272 | 14.2% | $5.69万 | 加仓 |
| GL | GLOBE LIFE | $45.78万 | 0.00% | 2,562 | 68 | 2.7% | $1.22万 | 加仓 |
| LMND | LEMONADE INC | $45.80万 | 0.00% | 7,041 | 621 | 9.7% | $4.04万 | 加仓 |
| TTC | TORO CO | $45.83万 | 0.00% | 4,705 | 873 | 22.8% | $8.50万 | 加仓 |
| CATH | GLOBAL X FDS | $45.90万 | 0.00% | 5,187 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG | $45.92万 | 0.00% | 10,820 | -20 | -0.2% | -$849 | 减仓 |
| IPAC | ISHARES TR | $45.95万 | 0.00% | 5,608 | 611 | 12.2% | $5.01万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $45.97万 | 0.00% | 21,086 | 21,086 | — | $45.97万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $46.44万 | 0.00% | 4,322 | 276 | 6.8% | $2.97万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $46.46万 | 0.00% | 16,550 | -1,525 | -8.4% | -$4.28万 | 减仓 |
| — | WESTERN ASSET MTG DEFINED OP | $46.61万 | 0.00% | 43,521 | -2,400 | -5.2% | -$2.57万 | 减仓 |
| — | REPOSITRAK INC | $46.86万 | 0.00% | 52,069 | 21,743 | 71.7% | $19.57万 | 加仓 |
| — | ISHARES TR | $46.97万 | 0.00% | 17,888 | -26 | -0.1% | -$683 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $46.98万 | 0.00% | 40,323 | 40,074 | 16,094.0% | $46.69万 | 加仓 |
| — | FIRST TRUST | $47.09万 | 0.00% | 10,751 | -1,394 | -11.5% | -$6.11万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $47.13万 | 0.00% | 3,143 | 3,143 | — | $47.13万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $47.19万 | 0.00% | 22,352 | -4,576 | -17.0% | -$9.66万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $47.24万 | 0.00% | 9,429 | -336 | -3.4% | -$1.68万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $47.28万 | 0.00% | 17,727 | 1,097 | 6.6% | $2.93万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $47.39万 | 0.00% | 3,071 | 288 | 10.3% | $4.44万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $47.44万 | 0.00% | 9,073 | -1,504 | -14.2% | -$7.86万 | 减仓 |
| SMMV | ISHARES TR | $47.49万 | 0.00% | 10,314 | 400 | 4.0% | $1.84万 | 加仓 |
| JOBY | JOBY AVIATION INC | $47.49万 | 0.00% | 53,240 | 14,594 | 37.8% | $13.02万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $47.60万 | 0.00% | 14,940 | -2,628 | -15.0% | -$8.37万 | 减仓 |
| FLO | FLOWERS FOODS INC | $47.66万 | 0.00% | 60,328 | 58,514 | 3,225.7% | $46.23万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $47.66万 | 0.00% | 2,826 | 157 | 5.9% | $2.65万 | 加仓 |
| YYY | AMPLIFY ETF TR | $47.98万 | 0.00% | 41,610 | -17,404 | -29.5% | -$20.07万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $47.99万 | 0.00% | 21,097 | -1,252 | -5.6% | -$2.85万 | 减仓 |
| ARGX | ARGENX SE | $48.01万 | 0.00% | 517 | -6 | -1.1% | -$5,571 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $48.10万 | 0.00% | 12,086 | -2,241 | -15.6% | -$8.92万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $48.10万 | 0.00% | 2,390 | 265 | 12.5% | $5.33万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $48.32万 | 0.00% | 6,285 | 1,794 | 39.9% | $13.79万 | 加仓 |
| CAC | CAMDEN NATL CORP | $48.46万 | 0.00% | 8,938 | 22 | 0.2% | $1,193 | 加仓 |
| ESAB | ESAB CORPORATION | $48.49万 | 0.00% | 4,916 | -258 | -5.0% | -$2.54万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $48.57万 | 0.00% | 6,220 | 2,213 | 55.2% | $17.28万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $48.59万 | 0.00% | 46,948 | -16,430 | -25.9% | -$17.00万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $48.59万 | 0.00% | 10,507 | -75 | -0.7% | -$3,469 | 减仓 |
| SLM | SLM CORP | $48.60万 | 0.00% | 18,734 | -1,144 | -5.8% | -$2.97万 | 减仓 |
| LEMB | ISHARES INC | $48.60万 | 0.00% | 11,454 | 478 | 4.4% | $2.03万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $48.62万 | 0.00% | 11,594 | -123 | -1.0% | -$5,158 | 减仓 |
| STXF | EA SERIES TRUST | $48.71万 | 0.00% | 10,084 | -55 | -0.5% | -$2,657 | 减仓 |
| IOT | SAMSARA INC | $48.98万 | 0.00% | 15,105 | 21 | 0.1% | $681 | 加仓 |
| XVV | ISHARES TR | $49.02万 | 0.00% | 8,631 | 1,425 | 19.8% | $8.09万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $49.12万 | 0.00% | 10,369 | 0 | 0.0% | — | 不变 |