13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.0%
IVV 2.6%
SPY 2.2%
NVDA 2.1%
MSFT 1.8%
AMZN 1.5%
JPM 1.4%
VOO 1.4%
GOOGL 1.4%
SPYM 1.2%

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
— STEALTHGAS INC $49.13万0.00%62,191 12,09724.1% $9.56万 加仓
IMCB ISHARES TR $49.22万0.00%5,098 110.2% $1,062 加仓
OUNZ VANECK MERK GOLD ETF $49.43万0.00%12,809 1881.5% $7,255 加仓
EEMA ISHARES INC $49.47万0.00%4,230 -4,641-52.3% -$54.28万 减仓
UIVM VICTORYSHARES INTL $49.51万0.00%6,887 -299-4.2% -$2.15万 减仓
EW EDWARDS LIFESCIENCES $49.52万0.00%5,474 -687-11.2% -$6.21万 减仓
— BARINGS PARTN INVS $49.65万0.00%29,486 -1,817-5.8% -$3.06万 减仓
— NUSHARES ETF TR $49.67万0.00%23,171 -2,135-8.4% -$4.58万 减仓
— BROADSTONE NET LEASE INC $49.86万0.00%24,123 3711.6% $7,669 加仓
BBAI BIGBEAR AI HLDGS INC $49.87万0.00%135,886 17,14314.4% $6.29万 加仓
CHRW C H ROBINSON WORLDWIDE IN $49.91万0.00%2,650 30312.9% $5.71万 加仓
EFX EQUIFAX INC $49.93万0.00%3,146 93842.5% $14.89万 加仓
VVR INVESCO SR INCOME TR $49.99万0.00%166,642 51,66544.9% $15.50万 加仓
NOK NOKIA CORP $50.22万0.00%37,812 23,024155.7% $30.58万 加仓
PFBC PREFERRED BK LOS ANGELES CA $50.23万0.00%4,728 -45-0.9% -$4,781 减仓
SEIC SEI INVTS CO $50.26万0.00%5,730 83617.1% $7.33万 加仓
MANH MANHATTAN ASSOCIATES INC $50.34万0.00%3,615 1,53373.6% $21.35万 加仓
PUK PRUDENTIAL PLC $50.40万0.00%18,798 1470.8% $3,941 加仓
— FRANKLIN LTD DURATION INCOME $50.52万0.00%87,259 -4,500-4.9% -$2.61万 减仓
FTV FORTIVE CORP $50.54万0.00%8,273 -14,686-64.0% -$89.71万 减仓
HYD VANECK ETF TRUST $50.54万0.00%9,813 10.0% $52 加仓
— FEDERATED HERMES ETF TRUST $50.57万0.00%21,950 8,55063.8% $19.70万 加仓
AR ANTERO RESOURCES CORP $50.58万0.00%14,394 -18,906-56.8% -$66.44万 减仓
— NXG CUSHING MIDSTREAM ENERGY $50.60万0.00%10,101 2,47432.4% $12.39万 加仓
IYM ISHARES TR $50.60万0.00%2,818 -1,357-32.5% -$24.37万 减仓
BEN FRANKLIN RESOURCES INC $50.69万0.00%15,236 3,25027.1% $10.81万 加仓
— RIVERNORTH FLEXIBLE MUN INCO $50.81万0.00%34,378 1070.3% $1,581 加仓
— INNOVATOR ETFS TRUST $50.98万0.00%16,744 5,70951.7% $17.38万 加仓
— PIMCO INCOME STRATEGY FD II $51.07万0.00%71,627 -2,982-4.0% -$2.13万 减仓
AMKR AMKOR TECHNOLOGY INC $51.19万0.00%5,937 5,5081,283.9% $47.50万 加仓
MOS MOSAIC CO $51.21万0.00%24,167 12,797112.6% $27.12万 加仓
TECB ISHARES TR $51.26万0.00%7,144 5,454322.7% $39.14万 加仓
WDAY WORKDAY INC $51.35万0.00%4,195 -6,662-61.4% -$81.55万 减仓
BSVO EA SERIES TRUST $51.38万0.00%17,601 -1,267-6.7% -$3.70万 减仓
SYM SYMBOTIC INC $51.48万0.00%11,452 1,79918.6% $8.09万 加仓
BUFF INNOVATOR ETFS TRUST $51.49万0.00%9,775 -57-0.6% -$3,003 减仓
— INNOVATOR ETFS TRUST $51.51万0.00%18,150 -1,750-8.8% -$4.97万 减仓
PCN PIMCO CORPORATE & INCM STRG $51.59万0.00%43,170 -6,350-12.8% -$7.59万 减仓
HDB HDFC BANK LTD $51.65万0.00%19,997 -4,256-17.5% -$10.99万 减仓
RSPG INVESCO EXCHANGE TRADED FD T $51.80万0.00%5,288 50.1% $490 加仓
— WISDOMTREE TR $51.81万0.00%3,951 -876-18.1% -$11.49万 减仓
OLP ONE LIBERTY PPTYS INC $51.81万0.00%21,218 19,282996.0% $47.09万 加仓
ERII ENERGY RECOVERY INC $51.83万0.00%57,456 57,456— $51.83万 新建仓
MTCH MATCH GROUP INC NEW $51.84万0.00%13,624 -14,964-52.3% -$56.94万 减仓
BLW BLACKROCK LTD DURATION INCOM $51.99万0.00%41,629 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC $52.06万0.00%3,315 2,960833.8% $46.48万 加仓
— INVESCO BLOOMBERG $52.14万0.00%5,869 00.0% — 不变
CQP CHENIERE ENERGY PARTNERS L P $52.15万0.00%8,557 -737-7.9% -$4.49万 减仓
— INNOVATOR ETFS TRUST $52.16万0.00%20,088 20,088— $52.16万 新建仓
— NUVEEN MULTI ASSET INCOME FU $52.17万0.00%36,814 -2,633-6.7% -$3.73万 减仓
CHYM CHIME FINL INC $52.17万0.00%25,473 -3,307-11.5% -$6.77万 减仓
CATY CATHAY GEN BANCORP $52.26万0.00%8,431 3634.5% $2.25万 加仓
IT GARTNER INC $52.42万0.00%4,044 -111-2.7% -$1.44万 减仓
— EA SERIES TRUST $52.51万0.00%21,969 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $52.55万0.00%2,806 2,806— $52.55万 新建仓
DWAS INVESCO EXCH TRADED FD TR II $52.59万0.00%4,131 -231-5.3% -$2.94万 减仓
VGUS VANGUARD INSTL INDEX FD $52.92万0.00%6,995 2,36551.1% $17.89万 加仓
CHW CALAMOS GBL DYN INCOME FUND $53.03万0.00%59,517 -5,301-8.2% -$4.72万 减仓
PML PIMCO MUN INCOME FD II $53.09万0.00%69,769 -2,740-3.8% -$2.09万 减仓
BCRX BIOCRYST PHARMACEUTICALS INC $53.10万0.00%53,099 7731.5% $7,730 加仓
DFSE DIMENSIONAL ETF TRUST $53.12万0.00%10,868 -887-7.5% -$4.34万 减仓
— STRATEGY NASDAQ $53.28万0.00%23,325 -3,140-11.9% -$7.17万 减仓
— KKR INCOME OPPORTUNITIES FD $53.34万0.00%47,370 -1,100-2.3% -$1.24万 减仓
RBRK RUBRIK INC. $53.38万0.00%6,649 6,4743,699.4% $51.97万 加仓
— GOLDMAN SACHS ETF TR $53.39万0.00%8,417 -2,534-23.1% -$16.07万 减仓
IGPT INVESCO EXCHANGE TRADED FD T $53.63万0.00%5,152 4,662951.4% $48.53万 加仓
SWKS SKYWORKS SOLUTIONS INC $53.66万0.00%7,914 1451.9% $9,831 加仓
JGLO J P MORGAN EXCHANGE TRADED F $53.69万0.00%7,539 -5,144-40.6% -$36.64万 减仓
WRBY WARBY PARKER INC $53.73万0.00%17,709 17,4928,060.8% $53.07万 加仓
BITO PROSHARES TR $53.83万0.00%67,454 -9,877-12.8% -$7.88万 减仓
— FIDELITY COVINGTON TRUST $53.83万0.00%12,598 1,0769.3% $4.60万 加仓
AUR AURORA INNOVATION INC $53.84万0.00%78,947 2,1152.8% $1.44万 加仓
LRN STRIDE INC $54.01万0.00%6,263 -541-8.0% -$4.67万 减仓
IYR ISHARES TR $54.10万0.00%5,291 2,08465.0% $21.31万 加仓
AAXJ ISHARES TR $54.45万0.00%4,563 59615.0% $7.11万 加仓
DMBS DOUBLELINE ETF TRUST $54.53万0.00%11,108 -945-7.8% -$4.64万 减仓
NU NU HLDGS LTD $54.82万0.00%41,035 5,41015.2% $7.23万 加仓
— ARCOSA INC $54.94万0.00%3,781 -549-12.7% -$7.98万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $55.06万0.00%2,285 31015.7% $7.47万 加仓
VMI VALMONT INDS INC $55.23万0.00%956 13416.3% $7.74万 加仓
KEP KOREA ELEC PWR CORP $55.27万0.00%45,674 7,15018.6% $8.65万 加仓
— GRAYSCALE ETHEREUM STAKING E $55.36万0.00%43,388 5,50914.5% $7.03万 加仓
DWX STATE STREET $55.43万0.00%12,060 -4,291-26.2% -$19.72万 减仓
TGTX TG THERAPEUTICS INC $55.51万0.00%10,103 1,34315.3% $7.38万 加仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $55.63万0.00%19,819 7,44260.1% $20.89万 加仓
UNM UNUM GROUP $55.69万0.00%6,230 58510.4% $5.23万 加仓
RVTY REVVITY INC $55.70万0.00%5,007 4,97415,072.7% $55.34万 加仓
— PIMCO INCOME STRATEGY FD $55.75万0.00%70,753 -8,897-11.2% -$7.01万 减仓
— RBB F/M $55.79万0.00%11,183 8,356295.6% $41.69万 加仓
ATNI ATN INTL INC $55.82万0.00%21,071 1,7409.0% $4.61万 加仓
— STARBOARD INVT TR $55.85万0.00%25,340 -318-1.2% -$7,009 减仓
QS QUANTUMSCAPE CORP $55.87万0.00%73,905 9,99515.6% $7.56万 加仓
HGER HARBOR ETF TRUST $55.96万0.00%19,072 18,5723,714.4% $54.49万 加仓
NOVT NOVANTA INC $56.05万0.00%3,455 46515.6% $7.54万 加仓
ARKW ARK ETF TR $56.08万0.00%3,872 2466.8% $3.56万 加仓
FOXA FOX CORP $56.19万0.00%10,773 5,05688.4% $26.37万 加仓
LCTD BLACKROCK ETF TRUST $56.30万0.00%9,764 2,31631.1% $13.35万 加仓
UFPI UFP INDUSTRIES INC $56.30万0.00%6,204 1,22024.5% $11.07万 加仓
DIOD DIODES INC $56.34万0.00%5,148 5,148— $56.34万 新建仓
HYZD WISDOMTREE TR $56.36万0.00%25,042 -6,993-21.8% -$15.74万 减仓