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
VOYA VOYA FINANCIAL INC $85.80万0.00%9,478 3053.3% $2.76万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD $85.87万0.00%33,607 -204-0.6% -$5,212 减仓
SDOG ALPS ETF TR $86.10万0.00%12,621 -9,492-42.9% -$64.76万 减仓
FOR FORESTAR GROUP INC $86.17万0.00%27,226 4,00517.2% $12.68万 加仓
NTSX WISDOMTREE TR $86.46万0.00%14,641 -1,867-11.3% -$11.02万 减仓
ALB ALBEMARLE CORP $86.50万0.00%6,406 -2,273-26.2% -$30.69万 减仓
FNDE SCHWAB STRATEGIC TR $86.82万0.00%21,880 12,234126.8% $48.55万 加仓
HEI HEICO CORP NEW $86.93万0.00%2,440 -212-8.0% -$7.55万 减仓
SUI SUN CMNTYS INC $87.10万0.00%7,263 5,742377.5% $68.86万 加仓
— VIRTUS GLOBAL MULTI-SECTOR I $87.33万0.00%116,433 -115-0.1% -$863 减仓
WDI WESTERN ASSET DIVERSIFIED IN $87.33万0.00%64,403 27,24373.3% $36.94万 加仓
HDEF DBX ETF TR $87.41万0.00%27,198 -336-1.2% -$1.08万 减仓
SSO PROSHARES TR $87.90万0.00%13,045 -11,298-46.4% -$76.13万 减仓
SEI SOLARIS ENERGY INFRAS INC $87.96万0.00%10,932 10,932— $87.96万 新建仓
SHG SHINHAN FINANCIAL GROUP CO L $88.19万0.00%13,944 5954.5% $3.76万 加仓
ENVA ENOVA INTL $88.35万0.00%3,670 1815.2% $4.36万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $88.41万0.00%16,917 -1,540-8.3% -$8.05万 减仓
AM ANTERO MIDSTREAM CORP $88.61万0.00%38,950 -7,285-15.8% -$16.57万 减仓
CR CRANE COMPANY $88.64万0.00%3,973 37610.5% $8.39万 加仓
FTAI FTAI AVIATION LTD $88.83万0.00%3,284 99143.2% $26.81万 加仓
EXR EXTRA SPACE STORAGE INC $88.94万0.00%6,121 2995.1% $4.34万 加仓
UA UNDER ARMOUR INC $89.14万0.00%143,315 22,08118.2% $13.73万 加仓
SCHR SCHWAB STRATEGIC TR $89.27万0.00%36,201 -12,078-25.0% -$29.78万 减仓
— FIRST TR EXCHANGE-TRADED FD $89.30万0.00%20,145 200.1% $887 加仓
TAFM AB ACTIVE ETFS INC $89.30万0.00%34,774 1,5954.8% $4.10万 加仓
MFC MANULIFE FINL CORP $89.38万0.00%22,064 -2,002-8.3% -$8.11万 减仓
VBIL VANGUARD INSTL INDEX FD $89.57万0.00%11,836 8,106217.3% $61.34万 加仓
PFFA ETFIS SER TR I $90.12万0.00%43,813 14,16947.8% $29.15万 加仓
RYN RAYONIER INC $90.18万0.00%42,377 4361.0% $9,278 加仓
— PGIM HIGH YIELD BOND FUND IN $90.27万0.00%69,122 23,86752.7% $31.17万 加仓
ONON ON HLDG AG $90.30万0.00%25,494 5,39426.8% $19.11万 加仓
DFSI DIMENSIONAL ETF TRUST $90.39万0.00%20,043 -2,654-11.7% -$11.97万 减仓
PMMF BLACKROCK ETF TRUST $90.42万0.00%9,014 1,05913.3% $10.62万 加仓
CVSA COVISTA INC $90.43万0.00%7,254 1,11918.2% $13.95万 加仓
— FIRST TR EXCHNG TRADED FD VI $90.78万0.00%32,683 -3,084-8.6% -$8.57万 减仓
HBM HUDBAY MINERALS INC $90.83万0.00%38,471 10,96939.9% $25.90万 加仓
CSR CENTERSPACE $91.04万0.00%16,203 -830-4.9% -$4.66万 减仓
DPZ DOMINOS PIZZA INC $91.06万0.00%3,076 1,660117.2% $49.14万 加仓
NNN NNN REIT INC $91.24万0.00%19,608 7,00255.5% $32.58万 加仓
PCTY PAYLOCITY HLDG CORP $91.46万0.00%8,750 3,08154.3% $32.21万 加仓
— ISHARES TR $91.56万0.00%15,568 -1,163-7.0% -$6.84万 减仓
COPX GLOBAL X FDS $91.86万0.00%11,934 1,19011.1% $9.16万 加仓
IOSP INNOSPEC INC $91.86万0.00%11,286 2,66130.9% $21.66万 加仓
GJAN FIRST TR EXCHNG TRADED FD VI $91.87万0.00%20,405 9004.6% $4.05万 加仓
IXP ISHARES TR $92.20万0.00%8,170 791.0% $8,915 加仓
SIL GLOBAL X FDS $92.21万0.00%11,905 2,96233.1% $22.94万 加仓
KAI KADANT INC $92.28万0.00%2,937 85441.0% $26.83万 加仓
RBLX ROBLOX CORP $92.32万0.00%16,977 2,66218.6% $14.48万 加仓
— ENERGOUS CORP $92.35万0.00%38,397 6,45120.2% $15.51万 加仓
VRSK VERISK ANALYTICS INC $92.39万0.00%5,146 1,45739.5% $26.16万 加仓
LALT FIRST TR EXCHNG TRADED FD VI $92.57万0.00%38,521 38,521— $92.57万 新建仓
ESML ISHARES TR $92.64万0.00%16,564 1,86812.7% $10.45万 加仓
PFXF VANECK ETF TRUST $92.74万0.00%51,983 5,48911.8% $9.79万 加仓
— ABRDN WORLD HEALTHCARE FUND $92.99万0.00%69,396 -1,027-1.5% -$1.38万 减仓
AU ANGLOGOLD ASHANTI PLC $93.05万0.00%11,504 2,50727.9% $20.28万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $93.47万0.00%24,279 -13,359-35.5% -$51.43万 减仓
FBCG FIDELITY COVINGTON TRUST $94.28万0.00%15,180 2,86923.3% $17.82万 加仓
FRO FRONTLINE PLC $94.33万0.00%27,115 9573.7% $3.33万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $94.44万0.00%59,473 27,25084.6% $43.27万 加仓
ROKU ROKU INC $94.62万0.00%6,849 -1,485-17.8% -$20.52万 减仓
DFAE DIMENSIONAL ETF TRUST $95.43万0.00%23,732 5,43829.7% $21.87万 加仓
THC TENET HEALTHCARE CORP $95.52万0.00%5,106 -1,074-17.4% -$20.09万 减仓
NAC NUVEEN CA DIVI ADV MUN $95.90万0.00%79,128 7,83511.0% $9.50万 加仓
EUFN ISHARES TR $95.91万0.00%24,597 9,40161.9% $36.66万 加仓
CG CARLYLE GROUP INC $95.98万0.00%22,792 -498-2.1% -$2.10万 减仓
CORT CORCEPT THERAPEUTICS INC $96.00万0.00%11,041 1,67717.9% $14.58万 加仓
CRL CHARLES RIV LABS INTL INC $96.07万0.00%4,236 1,04132.6% $23.61万 加仓
— AMERICAN CENTY ETF TR $96.51万0.00%20,717 1730.8% $8,059 加仓
JMSI JPMORGAN SUSTAINABLE $96.73万0.00%19,177 -110-0.6% -$5,548 减仓
DLN WISDOMTREE TR $97.07万0.00%10,078 -8,216-44.9% -$79.13万 减仓
AIZ ASSURANT INC $97.25万0.00%3,621 -1,036-22.2% -$27.82万 减仓
KIM KIMCO REALTY CORP $97.35万0.00%38,403 2,5767.2% $6.53万 加仓
CHE CHEMED CORP NEW $97.39万0.00%2,091 2,0424,167.3% $95.10万 加仓
PEY INVESCO EXCHANGE TRADED FD T $97.69万0.00%42,146 8,49825.3% $19.70万 加仓
EXPD EXPEDITORS INTL WASH INC $97.73万0.00%5,996 4107.3% $6.68万 加仓
CVE CENOVUS ENERGY INC $97.77万0.00%39,406 28,895274.9% $71.69万 加仓
NUBD NUSHARES ETF TR $97.95万0.00%44,251 12,29838.5% $27.22万 加仓
SAIA SAIA INC $98.26万0.00%2,333 58233.2% $24.51万 加仓
ABCB AMERIS BANCORP $98.31万0.00%10,892 2122.0% $1.91万 加仓
FELE FRANKLIN ELEC INC $98.41万0.00%9,181 1,21215.2% $12.99万 加仓
IVOO VANGUARD ADMIRAL FDS INC $98.45万0.00%7,550 -259-3.3% -$3.38万 减仓
TM TOYOTA MOTOR CORP $98.53万0.00%5,850 621.1% $1.04万 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $98.69万0.00%27,714 -179-0.6% -$6,374 减仓
IQDF FLEXSHARES TR $98.79万0.00%28,585 3061.1% $1.06万 加仓
TAP MOLSON COORS BEVERAGE CO $98.79万0.00%25,358 1,2215.1% $4.76万 加仓
EWJ ISHARES INC $98.82万0.00%10,595 1,32514.3% $12.36万 加仓
SXI STANDEX INTL CORP $98.86万0.00%2,764 70.3% $2,504 加仓
XTRE BONDBLOXX ETF TRUST $98.87万0.00%20,166 1860.9% $9,120 加仓
— INNOVATOR ETFS TRUST $98.92万0.00%50,037 00.0% — 不变
NTAP NETAPP INC $99.07万0.00%6,402 -2,897-31.2% -$44.83万 减仓
WST WEST PHARMACEUTICAL SVSC INC $99.08万0.00%2,760 511.9% $1.83万 加仓
PTY PIMCO CORPORATE & INCOME OPP $99.32万0.00%82,561 -3,109-3.6% -$3.74万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $99.44万0.00%3,805 -2,494-39.6% -$65.18万 减仓
HLI HOULIHAN LOKEY INC $99.55万0.00%7,422 -229-3.0% -$3.07万 减仓
EWL ISHARES INC $99.61万0.00%15,849 2471.6% $1.55万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $99.63万0.00%66,958 3,5705.6% $5.31万 加仓
EZU ISHARES INC $99.64万0.00%14,337 -22,456-61.0% -$156.07万 减仓
ADEA ADEIA INC $99.64万0.00%30,258 6,83229.2% $22.50万 加仓
TECK TECK RESOURCES LTD $99.89万0.00%16,799 -20,344-54.8% -$120.97万 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $100.26万0.00%12,875 9,149245.5% $71.24万 加仓