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
TFLO ISHARES TR $74.95万0.00%14,803 1,53611.6% $7.78万 加仓
— LMP CAP & INCOME FD INC $74.98万0.00%47,911 1,7323.8% $2.71万 加仓
NVMI NOVA LTD $75.09万0.00%1,383 654.9% $3.53万 加仓
HIMS HIMS & HERS HEALTH INC $75.31万0.00%21,721 -16,452-43.1% -$57.04万 减仓
JHML JOHN HANCOCK EXCHANGE TRADED $75.44万0.00%8,459 1141.4% $1.02万 加仓
JHPI JOHN HANCOCK EXCHANGE TRADED $75.46万0.00%33,245 30.0% $68 加仓
MT ARCELORMITTAL SA LUXEMBOURG $75.50万0.00%12,538 -8,821-41.3% -$53.12万 减仓
TXRH TEXAS ROADHOUSE INC $75.54万0.00%3,909 69621.7% $13.45万 加仓
CDE COEUR MNG INC $75.67万0.00%46,369 -68,774-59.7% -$112.24万 减仓
DON WISDOMTREE TR $75.69万0.00%13,391 2,89227.5% $16.35万 加仓
IUS INVESCO EXCH TRD SLF IDX FD $75.76万0.00%11,552 -1,332-10.3% -$8.73万 减仓
DLY DOUBLELINE YIELD OPPORTUNITI $75.78万0.00%53,858 -1,300-2.4% -$1.83万 减仓
TSN TYSON FOODS INC $75.79万0.00%13,238 6,02283.5% $34.48万 加仓
QDEF FLEXSHARES QUALITY $76.34万0.00%8,773 00.0% — 不变
JMOM J P MORGAN EXCHANGE TRADED F $76.45万0.00%8,946 2,42337.1% $20.71万 加仓
QJUN FIRST TR EXCHNG TRADED FD VI $76.51万0.00%22,646 -2,200-8.9% -$7.43万 减仓
HTRB HARTFORD FDS EXCHANGE TRADED $76.51万0.00%22,681 -14,207-38.5% -$47.93万 减仓
INVA INNOVIVA INC $76.52万0.00%33,695 1,0483.2% $2.38万 加仓
EVSM MORGAN STANLEY ETF TRUST $76.73万0.00%15,250 6,21668.8% $31.27万 加仓
IYT ISHARES U S $76.76万0.00%8,848 00.0% — 不变
FEX FIRST TR EXCHANGE-TRADED ALP $76.80万0.00%5,490 -135-2.4% -$1.89万 减仓
REXR REXFORD INDL RLTY INC $76.86万0.00%22,943 -1,046-4.4% -$3.50万 减仓
FLOT ISHARES TR $77.09万0.00%15,102 -2,369-13.6% -$12.09万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $77.28万0.00%13,857 20.0% $112 加仓
— BLACKROCK ETF TRUST II $77.31万0.00%22,324 -157-0.7% -$5,437 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $77.36万0.00%2,570 25411.0% $7.65万 加仓
VTEI VANGUARD MUN BD FDS $77.36万0.00%7,662 -332-4.2% -$3.35万 减仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $77.38万0.00%11,352 5725.3% $3.90万 加仓
BBN BLACKROCK TAX MUNICPAL BD TR $77.66万0.00%48,026 -258-0.5% -$4,172 减仓
NUMG NUSHARES ETF TR $77.68万0.00%16,543 2,38916.9% $11.22万 加仓
OCSL OAKTREE SPECIALTY LENDING $77.70万0.00%65,078 7,07312.2% $8.45万 加仓
OUST OUSTER INC $77.76万0.00%12,438 12,39528,825.6% $77.49万 加仓
IOO ISHARES TR $77.99万0.00%5,710 63012.4% $8.61万 加仓
JAJL INNOVATOR ETFS TRUST $78.07万0.00%26,100 00.0% — 不变
QLYS QUALYS INC $78.08万0.00%5,679 -431-7.1% -$5.93万 减仓
CHTR CHARTER COMMUNICATIONS INC $78.16万0.00%5,496 3,734211.9% $53.10万 加仓
INSM INSMED INC $78.40万0.00%7,354 1,33922.3% $14.28万 加仓
JOE ST JOE CO $78.49万0.00%12,532 2,30822.6% $14.46万 加仓
USRT ISHARES TR $78.54万0.00%11,819 3,49542.0% $23.23万 加仓
GFEB FIRST TR EXCHNG TRADED FD VI $78.73万0.00%17,882 5002.9% $2.20万 加仓
NJUL INNOVATOR ETFS TRUST $79.11万0.00%10,217 -59-0.6% -$4,568 减仓
GSL GLOBAL SHIP LEASE INC $79.14万0.00%21,047 -222-1.0% -$8,347 减仓
GFF GRIFFON CORP $79.15万0.00%8,115 5397.1% $5.26万 加仓
VTWV VANGUARD SCOTTSDALE FDS $79.25万0.00%4,055 -18-0.4% -$3,518 减仓
MUSA MURPHY USA INC $79.26万0.00%1,471 -80-5.2% -$4.31万 减仓
AIA ISHARES TR $79.31万0.00%5,599 53710.6% $7.61万 加仓
ITT ITT INC $79.51万0.00%4,020 2,107110.1% $41.67万 加仓
BOXX EA SERIES TRUST $79.71万0.00%6,808 -1,358-16.6% -$15.90万 减仓
KHPI MANAGED PORTFOLIO SER $79.79万0.00%30,903 -3,838-11.0% -$9.91万 减仓
JMBS JANUS DETROIT STR TR $80.04万0.00%17,791 7874.6% $3.54万 加仓
PCEF INVESCO EXCH TRADED FD TR II $80.08万0.00%39,429 -3,110-7.3% -$6.32万 减仓
EVR EVERCORE INC $80.18万0.00%2,348 83955.6% $28.65万 加仓
IBDU ISHARES IBONDS $80.25万0.00%34,648 -1,017-2.9% -$2.36万 减仓
CGCV CAPITAL GROUP $80.27万0.00%24,457 9,36162.0% $30.72万 加仓
IEZ ISHARES TR $80.28万0.00%29,845 00.0% — 不变
ASX ASE TECHNOLOGY HLDG CO LTD $80.30万0.00%17,796 -716-3.9% -$3.23万 减仓
TDC TERADATA CORP DEL $80.36万0.00%23,192 3,53018.0% $12.23万 加仓
SMBK SMARTFINANCIAL INC $80.42万0.00%17,140 -12,289-41.8% -$57.66万 减仓
PTA COHEN & STEERS TAX ADVAN PFD $80.42万0.00%41,930 -416-1.0% -$7,979 减仓
PSI INVESCO EXCHANGE TRADED FD T $80.53万0.00%4,288 2,10296.2% $39.48万 加仓
MTDR MATADOR RES CO $80.66万0.00%16,204 -936-5.5% -$4.66万 减仓
NAK NORTHERN DYNASTY MINERALS LT $80.68万0.00%420,229 392,1091,394.4% $75.28万 加仓
PSK SPDR SERIES TRUST $80.72万0.00%26,441 6512.5% $1.99万 加仓
LEN LENNAR CORP $80.80万0.00%8,929 2,37436.2% $21.48万 加仓
— PGIM ROCK ETF TR $80.87万0.00%25,020 7503.1% $2.42万 加仓
AKAM AKAMAI TECHNOLOGIES INC $80.93万0.00%6,847 86714.5% $10.25万 加仓
— PGIM ROCK ETF TR $81.07万0.00%23,350 8003.5% $2.78万 加仓
IBN ICICI BANK LIMITED $81.26万0.00%27,991 5,28023.2% $15.33万 加仓
CPAY CORPAY INC $81.26万0.00%2,438 49625.5% $16.53万 加仓
SIZE ISHARES TR $81.36万0.00%4,564 1232.8% $2.19万 加仓
RKT ROCKET COS INC $81.47万0.00%51,724 7,29016.4% $11.48万 加仓
VOOV VANGUARD ADMIRAL FDS INC $81.50万0.00%3,718 1865.3% $4.08万 加仓
JBS JBS N.V. $81.68万0.00%68,930 -2,290-3.2% -$2.71万 减仓
IGF ISHARES TR $81.87万0.00%12,293 6835.9% $4.55万 加仓
XETYX EATON VANCE TAX-MANAGED DIVE $82.11万0.00%56,470 -9,965-15.0% -$14.49万 减仓
NUMV NUSHARES ETF TR $82.18万0.00%18,896 530.3% $2,305 加仓
MMT ABERDEEN MULTI-MARKET INCOME $82.49万0.00%187,488 135,487260.5% $59.61万 加仓
SE SEA LTD $82.55万0.00%8,614 83710.8% $8.02万 加仓
FRT FEDERAL RLTY INVT TR NEW $82.58万0.00%6,690 77813.2% $9.60万 加仓
XOP SPDR SERIES TRUST $82.69万0.00%5,361 -1,703-24.1% -$26.27万 减仓
DSU BLACKROCK DEBT STRATEGIES FD $82.94万0.00%85,502 -2,926-3.3% -$2.84万 减仓
PSEP INNOVATOR ETFS TRUST $83.16万0.00%18,058 -304-1.7% -$1.40万 减仓
ILMN ILLUMINA INC $83.34万0.00%4,740 3778.6% $6.63万 加仓
VTR VENTAS INC $83.46万0.00%9,399 1,60120.5% $14.22万 加仓
DBC INVESCO DB COMMDY INDX TRCK $83.53万0.00%31,333 6,24524.9% $16.65万 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $83.67万0.00%162,149 52,75148.2% $27.22万 加仓
HYLB DBX ETF TR $83.79万0.00%22,945 -4,668-16.9% -$17.05万 减仓
ENSG ENSIGN GROUP $84.47万0.00%5,270 -18,446-77.8% -$295.67万 减仓
KTF DWS MUN INCOME TR $84.60万0.00%91,956 -6,005-6.1% -$5.52万 减仓
SHYM BLACKROCK ETF TRUST II $84.71万0.00%37,732 35,3731,499.5% $79.41万 加仓
MOH MOLINA HEALTHCARE INC $84.71万0.00%3,704 1,29253.6% $29.55万 加仓
— INNOVATOR ETFS TRUST $84.96万0.00%26,375 3,50015.3% $11.27万 加仓
OMF ONEMAIN HLDGS INC $85.11万0.00%13,959 4,97455.4% $30.33万 加仓
SDSI AMERICAN CENTY ETF TR $85.14万0.00%16,581 5,70352.4% $29.29万 加仓
RDDT REDDIT INC $85.43万0.00%4,922 1,26534.6% $21.96万 加仓
VAW VANGUARD WORLD FD $85.44万0.00%3,735 -12,808-77.4% -$293.00万 减仓
SOUN SOUNDHOUND AI INC $85.45万0.00%132,072 36,41538.1% $23.56万 加仓
INSW INTERNATIONAL SEAWAYS INC $85.50万0.00%11,164 1,39014.2% $10.65万 加仓
GTIP GOLDMAN SACHS ETF TR $85.60万0.00%17,522 1,3278.2% $6.48万 加仓
VLTO VERALTO CORP $85.69万0.00%9,662 5,329123.0% $47.26万 加仓