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
LCTD BLACKROCK ETF TRUST $41.18万0.00%7,448 -60-0.8% -$3,317 减仓
UNM UNUM GROUP $41.22万0.00%5,645 -356-5.9% -$2.60万 减仓
CPNG COUPANG INC $41.32万0.00%21,888 -43,223-66.4% -$81.60万 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $41.34万0.00%4,491 3,866618.6% $35.58万 加仓
CGNX COGNEX CORP $41.38万0.00%8,446 -4,161-33.0% -$20.39万 减仓
RMD RESMED INC $41.53万0.00%1,850 -95-4.9% -$2.13万 减仓
SWKS SKYWORKS SOLUTIONS INC $41.60万0.00%7,769 -18,578-70.5% -$99.48万 减仓
— GUGGENHEIM TAXABLE MUNICP BO $41.66万0.00%28,734 28,734— $41.66万 新建仓
— IDENTIV INC $41.70万0.00%112,692 73,015184.0% $27.02万 加仓
NYT NEW YORK TIMES CO MTN BE $41.70万0.00%4,980 1,00625.3% $8.42万 加仓
FWONK LIBERTY MEDIA CORP DEL $41.70万0.00%4,905 -1,242-20.2% -$10.56万 减仓
SLI STANDARD LITHIUM LTD $41.75万0.00%122,427 250.0% $85 加仓
KRE SPDR SERIES TRUST $41.77万0.00%6,411 90.1% $586 加仓
BBAI BIGBEAR AI HLDGS INC $41.80万0.00%118,743 -5,496-4.4% -$1.93万 减仓
LVHD LEGG MASON ETF INVT $41.82万0.00%9,826 -771-7.3% -$3.28万 减仓
WTM WHITE MTNS INS GROUP LTD $41.96万0.00%191 -5-2.6% -$1.10万 减仓
GGLL DIREXION SHARES ETF TRUST $41.98万0.00%5,379 -2,570-32.3% -$20.06万 减仓
LYV LIVE NATION ENTERTAINMENT IN $42.23万0.00%2,769 1194.5% $1.81万 加仓
— FIRST TRUST $42.30万0.00%12,145 -474-3.8% -$1.65万 减仓
CAC CAMDEN NATL CORP $42.31万0.00%8,916 -635-6.6% -$3.01万 减仓
— INNOVATOR ETFS TRUST $42.36万0.00%22,373 10,50088.4% $19.88万 加仓
PNW PINNACLE WEST CAP CORP $42.43万0.00%4,211 -2,650-38.6% -$26.70万 减仓
IMCB ISHARES TR $42.44万0.00%5,087 3,099155.9% $25.86万 加仓
THNQ EXCHANGE TRADED CONCEPTS TRU $42.46万0.00%7,196 -44-0.6% -$2,596 减仓
NUV NUVEEN MUN VALUE FD INC $42.47万0.00%47,243 1860.4% $1,672 加仓
STXF EA SERIES TRUST $42.55万0.00%10,139 -23-0.2% -$965 减仓
SLM SLM CORP $42.56万0.00%19,878 -5,542-21.8% -$11.87万 减仓
— FIRST TR EXCHNG TRADED FD VI $42.56万0.00%19,190 -40,555-67.9% -$89.95万 减仓
XOVR ENTREPRENEURSHARES SERIES TR $42.83万0.00%25,356 -8,887-26.0% -$15.01万 减仓
TKO TKO GROUP HOLDINGS INC $42.85万0.00%2,125 -156-6.8% -$3.15万 减仓
IA INNOVATIVE SOLUTIONS & SUPPO $42.91万0.00%20,900 5002.5% $1.03万 加仓
DWAS INVESCO EXCH TRADED FD TR II $42.95万0.00%4,362 -189-4.2% -$1.86万 减仓
PK PARK HOTELS & RESORTS INC $43.00万0.00%40,836 40,836— $43.00万 新建仓
VIRT VIRTU FINL INC $43.10万0.00%9,801 -3,138-24.3% -$13.80万 减仓
EMGF ISHARES INC $43.14万0.00%7,139 2,04340.1% $12.35万 加仓
IGHG PROSHARES TR $43.14万0.00%5,555 -15-0.3% -$1,165 减仓
SMMV ISHARES TR $43.24万0.00%9,914 -633-6.0% -$2.76万 减仓
PFBC PREFERRED BK LOS ANGELES CA $43.29万0.00%4,773 -789-14.2% -$7.16万 减仓
— KRANESHARES TRUST $43.32万0.00%23,151 2,60612.7% $4.88万 加仓
— BROADSTONE NET LEASE INC $43.40万0.00%23,752 23,752— $43.40万 新建仓
MTBA SIMPLIFY MBS $43.42万0.00%8,779 -1,481-14.4% -$7.33万 减仓
— VANECK AA-BB $43.47万0.00%8,697 8,2972,074.2% $41.47万 加仓
LEU CENTRUS ENERGY CORP $43.55万0.00%2,509 -1,547-38.1% -$26.85万 减仓
ARKW ARK ETF TR $43.72万0.00%3,626 -3,481-49.0% -$41.97万 减仓
SOLV SOLVENTUM CORP $43.80万0.00%6,707 1442.2% $9,403 加仓
ESE ESCO TECHNOLOGIES INC $44.09万0.00%1,567 -1,548-49.7% -$43.56万 减仓
CALI BLACKROCK ETF TRUST II $44.19万0.00%8,762 820.9% $4,135 加仓
JMOM J P MORGAN EXCHANGE TRADED F $44.30万0.00%6,523 1392.2% $9,441 加仓
L LOEWS CORP $44.49万0.00%4,168 952.3% $1.01万 加仓
— TRANSACT TECHNOLOGIES INC $44.72万0.00%135,920 47,13853.1% $15.51万 加仓
LEMB ISHARES INC $44.78万0.00%10,976 -160-1.4% -$6,528 减仓
AEHR AEHR TEST $44.80万0.00%12,082 -722-5.6% -$2.68万 减仓
— PCM FD INC $44.88万0.00%78,595 -9,550-10.8% -$5.45万 减仓
LFUS LITTELFUSE INC $44.90万0.00%1,323 10.1% $339 加仓
DEM WISDOMTREE TR $44.97万0.00%9,051 1,15114.6% $5.72万 加仓
— HANCOCK JOHN INVT TR II $45.00万0.00%34,854 00.0% — 不变
CGCV CAPITAL GROUP $45.00万0.00%15,096 9,175155.0% $27.35万 加仓
EVR EVERCORE INC $45.04万0.00%1,509 -231-13.3% -$6.89万 减仓
HRB BLOCK H & R INC $45.04万0.00%14,191 -39,383-73.5% -$125.00万 减仓
— INVESCO EXCHANGE TRADED FD T $45.05万0.00%3,251 00.0% — 不变
— NUVEEN CORE EQUITY ALPHA FD $45.10万0.00%30,515 8622.9% $1.27万 加仓
PBR PETROLEO BRASILEIRO S A $45.14万0.00%21,753 9,08571.7% $18.85万 加仓
— EMBOTELLADORA ANDINA S A $45.17万0.00%17,911 -332-1.8% -$8,373 减仓
— INVESCO HIGH INCOME TR II $45.24万0.00%44,788 -1,900-4.1% -$1.92万 减仓
QSR RESTAURANT BRANDS INTL INC $45.27万0.00%6,126 2794.8% $2.06万 加仓
EVSM EATON VANCE $45.34万0.00%9,034 3904.5% $1.96万 加仓
ACM AECOM $45.40万0.00%5,352 5,30010,192.3% $44.95万 加仓
DBA INVESCO DB MULTI-SECTOR COMM $45.43万0.00%16,630 -1,078-6.1% -$2.95万 减仓
LSTR LANDSTAR SYS INC $45.44万0.00%2,834 27810.9% $4.46万 加仓
FEZ SPDR INDEX SHS FDS $45.51万0.00%7,331 -317-4.1% -$1.97万 减仓
SPYX SPDR SERIES TRUST $45.60万0.00%8,598 -39-0.5% -$2,068 减仓
CVI CVR ENERGY INC $45.61万0.00%13,554 1601.2% $5,384 加仓
TEN TSAKOS ENERGY NAVIGATION LTD $45.73万0.00%11,589 11,54325,093.5% $45.55万 加仓
ALGN ALIGN TECHNOLOGY INC $45.75万0.00%2,669 1526.0% $2.61万 加仓
ZG ZILLOW GROUP INC $45.82万0.00%11,071 6996.7% $2.89万 加仓
PRI PRIMERICA INC $45.84万0.00%1,830 -577-24.0% -$14.45万 减仓
JJSF J & J SNACK FOODS CORP $45.88万0.00%5,787 2,09156.6% $16.58万 加仓
ULST STATE STREET $45.88万0.00%11,328 3,09937.7% $12.55万 加仓
— THERMON GROUP HLDGS INC $45.89万0.00%9,105 5,917185.6% $29.82万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $45.91万0.00%10,369 00.0% — 不变
UFPI UFP INDUSTRIES INC $45.92万0.00%4,984 70616.5% $6.50万 加仓
— ARCOSA INC $45.96万0.00%4,330 -58-1.3% -$6,156 减仓
DFSB DIMENSIONAL ETF TRUST $45.98万0.00%8,887 -226-2.5% -$1.17万 减仓
— STEALTHGAS INC $45.99万0.00%50,094 2,3885.0% $2.19万 加仓
BJ BJS WHSL CLUB HLDGS INC $45.99万0.00%4,673 -50-1.1% -$4,921 减仓
CHRD CHORD ENERGY CORPORATION $46.12万0.00%3,244 41414.6% $5.89万 加仓
FERG FERGUSON ENTERPRISES INC $46.16万0.00%1,979 -277-12.3% -$6.46万 减仓
TSN TYSON FOODS INC $46.23万0.00%7,216 5057.5% $3.24万 加仓
— VIRTUS STONE HBR EMRG MKTS I $46.32万0.00%96,905 -30,691-24.1% -$14.67万 减仓
RRBI RED RIVER $46.33万0.00%5,123 -339-6.2% -$3.07万 减仓
ZION ZIONS BANCORPORATION NATL AS $46.82万0.00%8,126 3584.6% $2.06万 加仓
CERY SPDR SERIES TRUST $46.93万0.00%13,318 13,318— $46.93万 新建仓
FET FORUM ENERGY $46.96万0.00%8,005 00.0% — 不变
JGH NUVEEN GLOBAL HIGH INCOME FD $47.01万0.00%38,471 -2,900-7.0% -$3.54万 减仓
— ISHARES TR $47.04万0.00%17,914 6743.9% $1.77万 加仓
CHW CALAMOS GBL DYN INCOME FUND $47.06万0.00%64,818 9021.4% $6,549 加仓
— WISDOMTREE TR $47.08万0.00%4,653 -1,049-18.4% -$10.61万 减仓
PBA PEMBINA PIPELINE CORP $47.36万0.00%10,582 -2,087-16.5% -$9.34万 减仓
ENVA ENOVA INTL $47.39万0.00%3,489 -76-2.1% -$1.03万 减仓
DECK DECKERS OUTDOOR CORP $47.46万0.00%4,742 -881-15.7% -$8.82万 减仓