NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CQP | CHENIERE ENERGY PARTNERS L P | $60.06万 | 0.00% | 9,294 | 807 | 9.5% | $5.22万 | 加仓 |
| ZS | ZSCALER INC | $60.19万 | 0.00% | 4,290 | -287 | -6.3% | -$4.03万 | 减仓 |
| HDB | HDFC BANK LTD | $60.34万 | 0.00% | 24,253 | -43,182 | -64.0% | -$107.44万 | 减仓 |
| PFFA | ETFIS SER TR I | $60.35万 | 0.00% | 29,644 | -4,455 | -13.1% | -$9.07万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $60.66万 | 0.00% | 48,025 | -87 | -0.2% | -$1,099 | 减仓 |
| ALLW | SSGA ACTIVE TR | $60.80万 | 0.00% | 21,076 | -8,430 | -28.6% | -$24.32万 | 减仓 |
| KAI | KADANT INC | $60.90万 | 0.00% | 2,083 | -57 | -2.7% | -$1.67万 | 减仓 |
| — | GABELLI HEALTHCARE & WELLNES | $60.94万 | 0.00% | 67,334 | 645 | 1.0% | $5,837 | 加仓 |
| AGZ | ISHARES TR | $61.06万 | 0.00% | 5,566 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $61.25万 | 0.00% | 5,669 | 849 | 17.6% | $9.17万 | 加仓 |
| SKYW | SKYWEST INC | $61.29万 | 0.00% | 6,674 | -81 | -1.2% | -$7,438 | 减仓 |
| IOO | ISHARES TR | $61.45万 | 0.00% | 5,080 | -77 | -1.5% | -$9,315 | 减仓 |
| SAIA | SAIA INC | $61.51万 | 0.00% | 1,751 | 1,705 | 3,706.5% | $59.89万 | 加仓 |
| CR | CRANE COMPANY | $61.51万 | 0.00% | 3,597 | -2,719 | -43.0% | -$46.50万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $61.65万 | 0.00% | 10,951 | -1,316 | -10.7% | -$7.41万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $61.70万 | 0.00% | 12,311 | -617 | -4.8% | -$3.09万 | 减仓 |
| UA | UNDER ARMOUR INC | $61.71万 | 0.00% | 121,234 | -36,311 | -23.0% | -$18.48万 | 减仓 |
| PTIN | PACER FDS TR | $61.75万 | 0.00% | 18,989 | -4,381 | -18.7% | -$14.25万 | 减仓 |
| XYZ | BLOCK INC | $61.76万 | 0.00% | 10,262 | -62,203 | -85.8% | -$374.34万 | 减仓 |
| EFAX | STATE STREET | $61.92万 | 0.00% | 12,442 | 388 | 3.2% | $1.93万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $61.94万 | 0.00% | 18,294 | 1,150 | 6.7% | $3.89万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $62.08万 | 0.00% | 66,895 | 2,938 | 4.6% | $2.73万 | 加仓 |
| HL | HECLA MINING | $62.58万 | 0.00% | 33,591 | 3,010 | 9.8% | $5.61万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $62.67万 | 0.00% | 9,173 | -920 | -9.1% | -$6.29万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $62.79万 | 0.00% | 5,912 | -112 | -1.9% | -$1.19万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $62.91万 | 0.00% | 6,594 | 1,420 | 27.4% | $13.55万 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $62.94万 | 0.00% | 149,854 | -5 | -0.0% | -$21 | 减仓 |
| IOSP | INNOSPEC INC | $62.98万 | 0.00% | 8,625 | 2,114 | 32.5% | $15.44万 | 加仓 |
| NMIH | NMI HLDGS INC | $63.01万 | 0.00% | 16,798 | -1,313 | -7.2% | -$4.93万 | 减仓 |
| RPM | RPM INTL INC | $63.03万 | 0.00% | 6,342 | -3,735 | -37.1% | -$37.12万 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $63.05万 | 0.00% | 117,418 | 64,880 | 123.5% | $34.84万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $63.11万 | 0.00% | 8,675 | 410 | 5.0% | $2.98万 | 加仓 |
| RKT | ROCKET COS INC | $63.32万 | 0.00% | 44,434 | 21,765 | 96.0% | $31.01万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $63.54万 | 0.00% | 56,984 | -7,405 | -11.5% | -$8.26万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $63.55万 | 0.00% | 13,855 | 1,640 | 13.4% | $7.52万 | 加仓 |
| RL | RALPH LAUREN CORP | $63.56万 | 0.00% | 1,848 | -232 | -11.2% | -$7.98万 | 减仓 |
| ARKG | ARK ETF TR | $63.65万 | 0.00% | 24,092 | 12,202 | 102.6% | $32.24万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $63.71万 | 0.00% | 16,348 | 8,454 | 107.1% | $32.94万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $63.72万 | 0.00% | 79,650 | -11,000 | -12.1% | -$8.80万 | 减仓 |
| VTR | VENTAS INC | $63.77万 | 0.00% | 7,798 | -1,761 | -18.4% | -$14.40万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $64.02万 | 0.00% | 25,125 | 32 | 0.1% | $815 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $64.08万 | 0.00% | 12,001 | -500 | -4.0% | -$2.67万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $64.20万 | 0.00% | 20,105 | 7,403 | 58.3% | $23.64万 | 加仓 |
| JOE | ST JOE CO | $64.21万 | 0.00% | 10,224 | -14,066 | -57.9% | -$88.34万 | 减仓 |
| SE | SEA LTD | $64.40万 | 0.00% | 7,777 | -3,923 | -33.5% | -$32.49万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $64.45万 | 0.00% | 16,641 | 16,641 | — | $64.45万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $64.66万 | 0.00% | 37,879 | 2,014 | 5.6% | $3.44万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $64.67万 | 0.00% | 17,568 | 17,565 | 585,500.0% | $64.66万 | 加仓 |
| ESLT | ELBIT SYS LTD | $64.79万 | 0.00% | 763 | 3 | 0.4% | $2,547 | 加仓 |
| — | EATON VANCE FLOATING RATE IN | $64.86万 | 0.00% | 60,449 | -28,045 | -31.7% | -$30.09万 | 减仓 |
| YYY | AMPLIFY ETF TR | $65.09万 | 0.00% | 59,014 | -4,299 | -6.8% | -$4.74万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $65.32万 | 0.00% | 8,345 | 596 | 7.7% | $4.67万 | 加仓 |
| TWLO | TWILIO INC | $65.48万 | 0.00% | 5,204 | -707 | -12.0% | -$8.90万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $65.55万 | 0.00% | 58,005 | 30,257 | 109.0% | $34.19万 | 加仓 |
| IR | INGERSOLL RAND INC | $65.60万 | 0.00% | 8,188 | 1,181 | 16.9% | $9.46万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $65.62万 | 0.00% | 32,040 | -2,543 | -7.4% | -$5.21万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $65.64万 | 0.00% | 109,398 | 37,265 | 51.7% | $22.36万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $65.72万 | 0.00% | 95,657 | 36,644 | 62.1% | $25.17万 | 加仓 |
| IT | GARTNER INC | $65.79万 | 0.00% | 4,155 | 738 | 21.6% | $11.69万 | 加仓 |
| ARKX | ARK ETF TR | $65.83万 | 0.00% | 22,429 | 17,896 | 394.8% | $52.52万 | 加仓 |
| — | MFS CHARTER INCOME TR | $65.90万 | 0.00% | 108,740 | -3,800 | -3.4% | -$2.30万 | 减仓 |
| PTC | PTC INC | $65.96万 | 0.00% | 4,629 | 4,589 | 11,472.5% | $65.39万 | 加仓 |
| IYT | ISHARES U S | $66.01万 | 0.00% | 8,848 | 50 | 0.6% | $3,730 | 加仓 |
| IDU | ISHARES TR | $66.06万 | 0.00% | 5,689 | -54 | -0.9% | -$6,271 | 减仓 |
| SMB | VANECK ETF TRUST | $66.15万 | 0.00% | 38,236 | 38,236 | — | $66.15万 | 新建仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $66.18万 | 0.00% | 12,143 | 957 | 8.6% | $5.22万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $66.48万 | 0.00% | 6,289 | 66 | 1.1% | $6,977 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $66.72万 | 0.00% | 15,992 | 1,000 | 6.7% | $4.17万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $66.81万 | 0.00% | 6,016 | 1,905 | 46.3% | $21.15万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $66.85万 | 0.00% | 30,181 | 1,662 | 5.8% | $3.68万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $66.87万 | 0.00% | 11,602 | 6,028 | 108.1% | $34.75万 | 加仓 |
| TFLO | ISHARES TR | $67.17万 | 0.00% | 13,267 | -2,892 | -17.9% | -$14.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $67.21万 | 0.00% | 22,875 | 200 | 0.9% | $5,876 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $67.24万 | 0.00% | 12,039 | -19 | -0.2% | -$1,061 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $67.32万 | 0.00% | 33,541 | 204 | 0.6% | $4,094 | 加仓 |
| RS | RELIANCE INC | $67.51万 | 0.00% | 2,221 | -508 | -18.6% | -$15.44万 | 减仓 |
| FIVE | FIVE BELOW INC | $67.72万 | 0.00% | 2,964 | 262 | 9.7% | $5.99万 | 加仓 |
| SON | SONOCO PRODS CO | $67.76万 | 0.00% | 12,529 | -190 | -1.5% | -$1.03万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $67.89万 | 0.00% | 2,709 | -385 | -12.4% | -$9.65万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $68.11万 | 0.00% | 4,073 | 90 | 2.3% | $1.50万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $68.12万 | 0.00% | 33,375 | -21,024 | -38.6% | -$42.91万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $68.19万 | 0.00% | 16,916 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $68.38万 | 0.00% | 20,100 | 5,480 | 37.5% | $18.64万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $68.40万 | 0.00% | 9,061 | -834 | -8.4% | -$6.30万 | 减仓 |
| APG | API GROUP | $68.46万 | 0.00% | 16,895 | 222 | 1.3% | $8,995 | 加仓 |
| FTLS | FIRST TRUST | $68.51万 | 0.00% | 9,737 | -515 | -5.0% | -$3.62万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $68.58万 | 0.00% | 5,625 | -66 | -1.2% | -$8,047 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $68.67万 | 0.00% | 5,980 | 150 | 2.6% | $1.72万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $68.86万 | 0.00% | 69,770 | 11,055 | 18.8% | $10.91万 | 加仓 |
| ISPY | PROSHARES TR | $68.90万 | 0.00% | 15,894 | 228 | 1.5% | $9,884 | 加仓 |
| — | LMP CAP & INCOME FD INC | $68.95万 | 0.00% | 46,179 | 4,172 | 9.9% | $6.23万 | 加仓 |
| ESML | ISHARES TR | $69.10万 | 0.00% | 14,696 | -5,194 | -26.1% | -$24.42万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $69.17万 | 0.00% | 17,062 | 13,166 | 337.9% | $53.37万 | 加仓 |
| CNH | CNH INDL N V | $69.24万 | 0.00% | 62,948 | 37,076 | 143.3% | $40.78万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $69.33万 | 0.00% | 121,632 | 5,311 | 4.6% | $3.03万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $69.61万 | 0.00% | 20,407 | 1,373 | 7.2% | $4.68万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $69.65万 | 0.00% | 16,303 | -1,763 | -9.8% | -$7.53万 | 减仓 |
| OBIL | U S TREASURY | $69.82万 | 0.00% | 13,943 | 122 | 0.9% | $6,109 | 加仓 |
| CBRE | CBRE GROUP INC | $69.88万 | 0.00% | 5,159 | -659 | -11.3% | -$8.93万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $70.00万 | 0.00% | 3,689 | -312 | -7.8% | -$5.92万 | 减仓 |