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
QDEF FLEXSHARES QUALITY $70.03万0.00%8,773 00.0% — 不变
VUSB VANGUARD BD INDEX FDS $70.11万0.00%14,082 5033.7% $2.50万 加仓
SILJ AMPLIFY ETF TR $70.23万0.00%23,632 7,09442.9% $21.08万 加仓
CSL CARLISLE COS INC $70.24万0.00%2,105 984.9% $3.27万 加仓
SXI STANDEX INTL CORP $70.26万0.00%2,757 2,6672,963.3% $67.97万 加仓
NTR NUTRIEN LTD $70.29万0.00%9,315 2,15930.2% $16.29万 加仓
CPRT COPART INC $70.35万0.00%21,190 -17,265-44.9% -$57.32万 减仓
BGRN ISHARES TR $70.49万0.00%14,849 -6,484-30.4% -$30.78万 减仓
HYZD WISDOMTREE TR $70.51万0.00%32,035 -798-2.4% -$1.76万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $70.61万0.00%2,197 -297-11.9% -$9.55万 减仓
CVSA COVISTA INC $70.71万0.00%6,135 -2,145-25.9% -$24.72万 减仓
SIZE ISHARES TR $70.82万0.00%4,441 2,234101.2% $35.62万 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $70.90万0.00%10,780 -1,347-11.1% -$8.86万 减仓
NUBD NUSHARES ETF TR $70.97万0.00%31,953 5,42420.4% $12.05万 加仓
PCAR PACCAR INC $71.03万0.00%6,150 530.9% $6,121 加仓
— AMERICAN CENTY ETF TR $71.11万0.00%9,171 5,136127.3% $39.83万 加仓
HEWJ ISHARES TR $71.20万0.00%12,651 1,75116.1% $9.85万 加仓
INSW INTERNATIONAL SEAWAYS INC $71.23万0.00%9,774 -1,033-9.6% -$7.53万 减仓
GLDM SPDR GOLD $71.28万0.00%7,690 -191,266-96.1% -$1,772.85万 减仓
IONQ IONQ INC $71.35万0.00%24,747 1,6127.0% $4.65万 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $71.37万0.00%10,986 3,35844.0% $21.82万 加仓
QBTS D-WAVE QUANTUM INC $71.38万0.00%49,469 -1,823-3.6% -$2.63万 减仓
GFEB FIRST TR EXCHNG TRADED FD VI $71.42万0.00%17,382 2,48916.7% $10.23万 加仓
— PGIM ROCK ETF TR $71.90万0.00%24,270 5,64430.3% $16.72万 加仓
— PGIM ROCK ETF TR $71.96万0.00%22,550 6,15037.5% $19.62万 加仓
VOOV VANGUARD ADMIRAL FDS INC $71.97万0.00%3,532 -1,676-32.2% -$34.15万 减仓
BITO PROSHARES TR $72.00万0.00%77,331 -12,850-14.2% -$11.96万 减仓
— BLACKROCK ETF TRUST II $72.03万0.00%22,481 1,2375.8% $3.96万 加仓
EXP EAGLE MATLS INC $72.05万0.00%3,804 1664.6% $3.14万 加仓
PEY INVESCO HIGH $72.07万0.00%33,648 1380.4% $2,956 加仓
— ELLSWORTH GROWTH & INCOME FD $72.09万0.00%64,650 -4,337-6.3% -$4.84万 减仓
— EATON VANCE MUN INCOME TR $72.14万0.00%69,298 7,86712.8% $8.19万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $72.22万0.00%10,243 2,67135.3% $18.83万 加仓
AAOI APPLIED OPTOELECTRONICS INC $72.28万0.00%8,545 8,2452,748.3% $69.74万 重新持有
AYI ACUITY INC $72.29万0.00%2,580 -344-11.8% -$9.64万 减仓
AEE AMEREN CORP $72.63万0.00%6,607 -3,373-33.8% -$37.08万 减仓
DBC INVESCO DB COMMDY INDX TRCK $72.63万0.00%25,088 3,73917.5% $10.82万 加仓
HEI HEICO CORP NEW $72.74万0.00%2,652 1927.8% $5.27万 加仓
RWR SPDR SERIES TRUST $72.74万0.00%7,204 310.4% $3,130 加仓
NUMV NUSHARES ETF TR $73.05万0.00%18,843 -552-2.8% -$2.14万 减仓
LW LAMB WESTON HLDGS INC $73.34万0.00%17,354 8,60298.3% $36.35万 加仓
NJUL INNOVATOR ETFS TRUST $73.39万0.00%10,276 -7,408-41.9% -$52.90万 减仓
IYM ISHARES TR $73.45万0.00%4,175 1,53958.4% $27.07万 加仓
FELE FRANKLIN ELEC INC $73.45万0.00%7,969 1,32920.0% $12.25万 加仓
MAGS LISTED FDS TR $73.45万0.00%12,677 -2,279-15.2% -$13.20万 减仓
EPI WISDOMTREE TR $73.54万0.00%18,023 -185-1.0% -$7,548 减仓
WWD WOODWARD INC $73.70万0.00%2,059 311.5% $1.11万 加仓
FDS FACTSET RESH SYS INC $73.76万0.00%3,399 -1,648-32.7% -$35.76万 减仓
— STRATEGY SHS $73.97万0.00%25,118 19,196324.1% $56.53万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD $74.01万0.00%33,811 2,4517.8% $5.37万 加仓
AVK ADVENT CONV & INCOME FD $74.50万0.00%66,754 -3,021-4.3% -$3.37万 减仓
DWX SPDR INDEX SHS FDS $74.56万0.00%16,351 00.0% — 不变
IUS INVESCO EXCH TRD SLF IDX FD $74.61万0.00%12,884 -2,564-16.6% -$14.85万 减仓
— MFS HIGH INCOME MUN TR $74.63万0.00%201,166 34,73720.9% $12.89万 加仓
— COTERRA ENERGY INC $74.94万0.00%21,326 -2,579-10.8% -$9.06万 减仓
JHPI JOHN HANCOCK EXCHANGE TRADED $75.06万0.00%33,242 5,73520.8% $12.95万 加仓
IYJ ISHARES TR $75.13万0.00%5,092 1553.1% $2.29万 加仓
WAL WESTERN ALLIANCE BANCORP $75.18万0.00%10,611 1,14912.1% $8.14万 加仓
JPIN J P MORGAN EXCHANGE TRADED F $75.22万0.00%10,559 -22-0.2% -$1,567 减仓
CORZ CORE SCIENTIFIC INC NEW $75.61万0.00%50,543 2,2804.7% $3.41万 加仓
VTC VANGUARD SCOTTSDALE FDS $75.79万0.00%9,864 7,149263.3% $54.93万 加仓
HYBL SSGA ACTIVE TR $75.79万0.00%27,223 5171.9% $1.44万 加仓
JAJL INNOVATOR ETFS TRUST $75.87万0.00%26,100 -2,500-8.7% -$7.27万 减仓
CLOA BLACKROCK ETF TRUST II $75.94万0.00%14,651 -223-1.5% -$1.16万 减仓
INVA INNOVIVA INC $76.07万0.00%32,647 -3,337-9.3% -$7.78万 减仓
EXR EXTRA SPACE STORAGE INC $76.34万0.00%5,822 410.7% $5,376 加仓
UHS UNIVERSAL HLTH SVCS INC $76.51万0.00%4,275 1,19538.8% $21.39万 加仓
NXT NEXTPOWER INC $76.59万0.00%6,354 5,724908.6% $69.00万 加仓
MUSA MURPHY USA INC $76.63万0.00%1,551 -193-11.1% -$9.53万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $76.63万0.00%2,316 -701-23.2% -$23.19万 减仓
DLY DOUBLELINE YIELD OPPORTUNITI $76.78万0.00%55,158 9081.7% $1.26万 加仓
JMBS JANUS DETROIT STR TR $76.82万0.00%17,004 -15,344-47.4% -$69.32万 减仓
EWZ ISHARES INC $76.89万0.00%20,029 -13,817-40.8% -$53.04万 减仓
BCX BLACKROCK RES & COMMODITIES $76.98万0.00%63,885 4,1516.9% $5.00万 加仓
ONTO ONTO INNOVATION INC $77.13万0.00%3,761 -1,003-21.1% -$20.57万 减仓
DDS DILLARDS INC $77.35万0.00%1,352 1,119480.3% $64.02万 加仓
FLS FLOWSERVE CORP $77.50万0.00%10,543 -16,790-61.4% -$123.42万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $77.63万0.00%24,846 00.0% — 不变
IGF ISHARES TR $77.79万0.00%11,610 1591.4% $1.07万 加仓
BBN BLACKROCK TAX MUNICPAL BD TR $78.08万0.00%48,284 5,36312.5% $8.67万 加仓
EWJ ISHARES INC $78.28万0.00%9,270 -36,957-79.9% -$312.08万 减仓
JEMA J P MORGAN EXCHANGE TRADED F $78.34万0.00%15,056 3872.6% $2.01万 加仓
REXR REXFORD INDL RLTY INC $78.52万0.00%23,989 15,489182.2% $50.70万 加仓
OTF BLUE OWL TECHNOLOGY FIN CORP $78.53万0.00%63,378 46,300271.1% $57.37万 加仓
LOPE GRAND CANYON ED INC $78.59万0.00%4,622 -801-14.8% -$13.62万 减仓
NEU NEWMARKET CORP $78.73万0.00%1,228 -22-1.8% -$1.41万 减仓
ROKU ROKU INC $78.86万0.00%8,334 -23-0.3% -$2,176 减仓
RING ISHARES INC $78.93万0.00%9,994 -8,173-45.0% -$64.55万 减仓
PSEP INNOVATOR ETFS TRUST $79.07万0.00%18,362 00.0% — 不变
DMXF ISHARES TR $79.15万0.00%10,490 -14,706-58.4% -$110.96万 减仓
GSL GLOBAL SHIP LEASE INC $79.18万0.00%21,269 2961.4% $1.10万 加仓
HIMS HIMS & HERS HEALTH INC $79.25万0.00%38,173 7,80025.7% $16.19万 加仓
PTA COHEN & STEERS TAX ADVAN PFD $79.36万0.00%42,346 5,71715.6% $10.71万 加仓
PSK SPDR SERIES TRUST $79.54万0.00%25,790 3591.4% $1.11万 加仓
IAI ISHARES TR $79.79万0.00%4,860 -403-7.7% -$6.62万 减仓
VTEI VANGUARD MUN BD FDS $79.89万0.00%7,994 -275-3.3% -$2.75万 减仓
PMMF BLACKROCK ETF TRUST $79.95万0.00%7,955 7,955— $79.95万 新建仓
GTIP GOLDMAN SACHS ETF TR $79.95万0.00%16,195 5,52451.8% $27.27万 加仓
EXPD EXPEDITORS INTL WASH INC $80.01万0.00%5,586 -5,483-49.5% -$78.54万 减仓
PCEF INVESCO EXCH TRADED FD TR II $80.06万0.00%42,539 1540.4% $2,898 加仓