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
FCCO FIRST CMNTY CORP S C $34.97万0.00%11,962 3,45440.6% $10.10万 加仓
VGUS VANGUARD INSTL INDEX FD $35.03万0.00%4,630 00.0% — 不变
— INNOVATOR ETFS TRUST $35.23万0.00%11,997 -4,750-28.4% -$13.95万 减仓
PALL ABRDN PALLADIUM ETF TRUST $35.31万0.00%2,621 -1,561-37.3% -$21.03万 减仓
FCAL FIRST TR EXCH TRADED FD III $35.31万0.00%7,222 -306,851-97.7% -$1,500.20万 减仓
NOVT NOVANTA INC $35.31万0.00%2,990 521.8% $6,142 加仓
ONC BEONE MEDICINES LTD $35.33万0.00%1,190 -675-36.2% -$20.04万 减仓
DBL DOUBLELINE OPPORTUNISTIC CR $35.40万0.00%24,249 -2,591-9.7% -$3.78万 减仓
PGF INVESCO EXCHANGE TRADED FD T $35.42万0.00%25,741 -39-0.2% -$537 减仓
— PIMCO GLOBAL STOCKSPLS INCM $35.43万0.00%42,537 -800-1.8% -$6,664 减仓
— GLOBAL X $35.43万0.00%39,858 -15,055-27.4% -$13.38万 减仓
XVV ISHARES TR $35.47万0.00%7,206 -1,150-13.8% -$5.66万 减仓
ARTY ISHARES TR $35.55万0.00%7,640 -9,995-56.7% -$46.51万 减仓
UI UBIQUITI INC $35.57万0.00%450 395718.2% $31.22万 加仓
— CATALYST BANCORP INC $35.60万0.00%21,500 00.0% — 不变
— STRATEGY INC $35.67万0.00%5,045 1,34036.2% $9.47万 加仓
CEF SPROTT PHYSICAL $35.72万0.00%7,486 -511-6.4% -$2.44万 减仓
FTNT FORTINET INC $35.76万0.00%4,376 -47,217-91.5% -$385.86万 减仓
PVAL PUTNAM ETF TRUST $35.78万0.00%7,711 2,80857.3% $13.03万 加仓
SFM SPROUTS FMRS MKT INC $35.80万0.00%4,641 -660-12.5% -$5.09万 减仓
TTC TORO CO $35.81万0.00%3,832 3,135449.8% $29.30万 加仓
IONS IONIS PHARMACEUTICALS INC $35.94万0.00%4,786 -152-3.1% -$1.14万 减仓
CIVB CIVISTA BANCSHARES INC $36.09万0.00%15,838 14,5211,102.6% $33.09万 加仓
ACIO ETF SER SOLUTIONS $36.11万0.00%8,607 8,607— $36.11万 新建仓
BUI BLACKROCK UTILS INFRASTRUCTU $36.12万0.00%13,691 910.7% $2,401 加仓
TCOM TRIP COM GROUP LTD $36.14万0.00%7,259 3214.6% $1.60万 加仓
FN FABRINET $36.25万0.00%695 6856,850.0% $35.72万 加仓
SMDV PROSHARES RUSSELL $36.30万0.00%5,278 110.2% $757 加仓
— INNOVATOR ETFS TRUST $36.34万0.00%12,352 00.0% — 不变
EWM ISHARES INC $36.42万0.00%12,820 12,820— $36.42万 新建仓
ITT ITT INC $36.44万0.00%1,913 42528.6% $8.10万 加仓
GDDY GODADDY INC $36.56万0.00%4,422 1,46649.6% $12.12万 加仓
EZM WISDOMTREE TR $36.72万0.00%5,462 00.0% — 不变
ILF ISHARES TR $36.72万0.00%10,338 1,45616.4% $5.17万 加仓
ACIW ACI WORLDWIDE INC $36.77万0.00%8,967 8,6132,433.1% $35.32万 加仓
— INNOVATOR ETFS TRUST $36.79万0.00%13,753 -148,983-91.5% -$398.50万 减仓
— FIRST TR EXCHANGE-TRADED FD $36.85万0.00%16,972 16,972— $36.85万 新建仓
SBSI SOUTHSIDE BANCSHARES INC $36.87万0.00%11,859 40.0% $124 加仓
— RADCOM LTD $36.90万0.00%30,343 30,343— $36.90万 新建仓
FNDE SCHWAB STRATEGIC TR $36.91万0.00%9,646 8,677895.5% $33.20万 加仓
CWST CASELLA WASTE $36.94万0.00%4,656 -118-2.5% -$9,362 减仓
MOO VANECK ETF TRUST $36.96万0.00%4,375 4,1591,925.5% $35.14万 加仓
VVR INVESCO SR INCOME TR $37.02万0.00%114,977 99,822658.7% $32.14万 加仓
XTL SPDR SERIES TRUST $37.20万0.00%1,978 59643.1% $11.21万 加仓
VMRK EQUITY RESIDENTIAL $37.23万0.00%6,295 -4,876-43.6% -$28.84万 减仓
DKNG DRAFTKINGS INC NEW $37.29万0.00%17,248 -9,306-35.0% -$20.12万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $37.34万0.00%1,975 1,126132.6% $21.29万 加仓
DBX DROPBOX INC $37.42万0.00%16,468 15,6361,879.3% $35.52万 加仓
JBTM JBT MAREL CORPORATION $37.45万0.00%2,929 2238.2% $2.85万 加仓
ECH ISHARES INC $37.46万0.00%9,421 9,421— $37.46万 新建仓
QDVO AMPLIFY CWP $37.48万0.00%14,063 4593.4% $1.22万 加仓
— PIMCO STRATEGIC INCOME FD $37.70万0.00%70,342 -17,594-20.0% -$9.43万 减仓
CORT CORCEPT THERAPEUTICS INC $37.75万0.00%9,364 8,232727.2% $33.18万 加仓
— FIDELITY COVINGTON TRUST $37.77万0.00%11,522 -99-0.9% -$3,245 减仓
TE T1 ENERGY INC $37.82万0.00%86,141 85,1338,445.7% $37.37万 加仓
JHMD JOHN HANCOCK $37.83万0.00%8,929 87210.8% $3.69万 加仓
SBRA SABRA HEALTH $37.87万0.00%19,693 3,62722.6% $6.97万 加仓
DMAR FIRST TR EXCHNG TRADED FD VI $37.93万0.00%8,945 -120-1.3% -$5,088 减仓
CHTR CHARTER COMMUNICATIONS INC $38.04万0.00%1,762 1046.3% $2.25万 加仓
TFLR T ROWE PRICE ETF INC $38.11万0.00%7,567 7,567— $38.11万 新建仓
— PGIM ROCK ETF TR $38.12万0.00%13,740 2,77925.4% $7.71万 加仓
AAXJ ISHARES TR $38.20万0.00%3,967 -3,273-45.2% -$31.51万 减仓
ARGX ARGENX SE $38.23万0.00%523 142.8% $1.02万 加仓
IPAC ISHARES TR $38.23万0.00%4,997 00.0% — 不变
SARO STANDARDAERO INC $38.32万0.00%14,834 14,834— $38.32万 新建仓
VLTO VERALTO CORP $38.32万0.00%4,333 -3,241-42.8% -$28.66万 减仓
SEIC SEI INVTS CO $38.41万0.00%4,894 3467.6% $2.72万 加仓
IDR IDAHO STRATEGIC RESOURCES $38.64万0.00%12,031 -1,501-11.1% -$4.82万 减仓
HQL ABRDN LIFE SCIENCES INVESTOR $38.70万0.00%23,788 3,56217.6% $5.80万 加仓
DWM WISDOMTREE TR $38.92万0.00%5,569 4458.7% $3.11万 加仓
CHRW C H ROBINSON WORLDWIDE IN $38.96万0.00%2,347 22310.5% $3.70万 加仓
DOL WISDOMTREE TR $38.97万0.00%5,732 00.0% — 不变
TV GRUPO TELEVISA S A B $39.25万0.00%134,869 125,4731,335.4% $36.51万 加仓
HODL VANECK BITCOIN ETF $39.38万0.00%20,553 -29,553-59.0% -$56.62万 减仓
LVS LAS VEGAS SANDS CORP $39.57万0.00%7,345 -3,854-34.4% -$20.76万 减仓
GHY PGIM GLOBAL HIGH YIELD FD FO $39.60万0.00%33,994 -2,500-6.9% -$2.91万 减仓
AOR ISHARES TR $39.69万0.00%6,167 4217.3% $2.71万 加仓
EFX EQUIFAX INC $39.76万0.00%2,208 2,1272,625.9% $38.30万 加仓
NUEM NUVEEN ESG $39.83万0.00%10,840 6005.9% $2.20万 加仓
— FIRST TR EXCHANGE-TRADED FD $39.85万0.00%21,230 00.0% — 不变
AEIS ADVANCED ENERGY $39.92万0.00%1,237 -20-1.6% -$6,454 减仓
DINO HF SINCLAIR CORP $39.94万0.00%6,402 -804-11.2% -$5.02万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $40.12万0.00%1,919 -19-1.0% -$3,973 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $40.13万0.00%18,512 4,84335.4% $10.50万 加仓
LASR NLIGHT INC $40.14万0.00%7,039 1,03617.3% $5.91万 加仓
IAUM ISHARES GOLD TR $40.14万0.00%8,596 -26,325-75.4% -$122.94万 减仓
SNDA SONIDA SENIOR LIVING INC $40.17万0.00%12,457 12,457— $40.17万 新建仓
NTNX NUTANIX INC $40.19万0.00%10,573 -4,544-30.1% -$17.27万 减仓
CATY CATHAY GEN BANCORP $40.23万0.00%8,068 2373.0% $1.18万 加仓
LMND LEMONADE INC $40.24万0.00%6,420 -9,696-60.2% -$60.77万 减仓
— HIGH INCOME SECS FD $40.24万0.00%72,900 -5,400-6.9% -$2.98万 减仓
— SERIES PORTFOLIOS TR $40.24万0.00%15,739 4492.9% $1.15万 加仓
— STARBOARD INVT TR $40.28万0.00%52,454 2,6305.3% $2.02万 加仓
TECH BIO-TECHNE CORP $40.37万0.00%7,725 7,67715,993.8% $40.12万 加仓
CATH GLOBAL X FDS $40.54万0.00%5,187 98823.5% $7.72万 加仓
VSS VANGUARD INTL EQUITY INDEX F $40.57万0.00%2,783 -489-14.9% -$7.13万 减仓
QS QUANTUMSCAPE CORP $40.77万0.00%63,910 5,6629.7% $3.61万 加仓
BBCA JPMORGAN BETABUILDERS $40.97万0.00%4,356 -3,342-43.4% -$31.43万 减仓
AXS AXIS CAP HLDGS LTD $41.03万0.00%4,046 -694-14.6% -$7.04万 减仓
RGA REINSURANCE GROUP AMER INC $41.17万0.00%2,017 40625.2% $8.29万 加仓