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 |
|---|---|---|---|---|---|---|---|---|
| KGC | KINROSS GOLD | $80.11万 | 0.00% | 26,247 | -30,603 | -53.8% | -$93.40万 | 减仓 |
| IXC | ISHARES TR | $80.33万 | 0.00% | 13,945 | 3,409 | 32.4% | $19.64万 | 加仓 |
| IYY | ISHARES TR | $80.46万 | 0.00% | 5,079 | 54 | 1.1% | $8,555 | 加仓 |
| KIM | KIMCO REALTY CORP | $80.50万 | 0.00% | 35,827 | -2,058 | -5.4% | -$4.62万 | 减仓 |
| SIL | GLOBAL X FDS | $80.56万 | 0.00% | 8,943 | -11,767 | -56.8% | -$106.00万 | 减仓 |
| YOU | CLEAR SECURE INC | $80.86万 | 0.00% | 16,702 | 3,366 | 25.2% | $16.29万 | 加仓 |
| RBLX | ROBLOX CORP | $80.97万 | 0.00% | 14,315 | -2,139 | -13.0% | -$12.10万 | 减仓 |
| XME | SPDR SERIES TRUST | $81.34万 | 0.00% | 7,531 | 1,652 | 28.1% | $17.84万 | 加仓 |
| ITB | ISHARES TR | $81.44万 | 0.00% | 8,994 | -2,374 | -20.9% | -$21.50万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $81.48万 | 0.00% | 19,145 | -247 | -1.3% | -$1.05万 | 减仓 |
| PFXF | VANECK ETF TRUST | $81.55万 | 0.00% | 46,494 | -7,427 | -13.8% | -$13.03万 | 减仓 |
| MP | MP MATERIALS CORP | $81.60万 | 0.00% | 16,908 | 8,557 | 102.5% | $41.30万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $81.75万 | 0.00% | 19,505 | -1,500 | -7.1% | -$6.29万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $81.86万 | 0.00% | 13,349 | 716 | 5.7% | $4.39万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $81.96万 | 0.00% | 29,273 | 28,914 | 8,054.0% | $80.96万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $82.01万 | 0.00% | 19,607 | -1,550 | -7.3% | -$6.48万 | 减仓 |
| COPX | GLOBAL X FDS | $82.03万 | 0.00% | 10,744 | -6,511 | -37.7% | -$49.71万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $82.18万 | 0.00% | 70,423 | -3,197 | -4.3% | -$3.73万 | 减仓 |
| TOL | TOLL BROTHERS INC | $82.44万 | 0.00% | 6,041 | -405 | -6.3% | -$5.53万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $82.78万 | 0.00% | 12,683 | 373 | 3.0% | $2.43万 | 加仓 |
| — | BLACKROCK MUNIYIELD PA QUALI | $82.82万 | 0.00% | 75,088 | 75,088 | — | $82.82万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $82.88万 | 0.00% | 24,066 | -147 | -0.6% | -$5,063 | 减仓 |
| IBDU | ISHARES IBONDS | $82.96万 | 0.00% | 35,665 | 48 | 0.1% | $1,116 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $83.06万 | 0.00% | 71,293 | 4,864 | 7.3% | $5.67万 | 加仓 |
| ABCB | AMERIS BANCORP | $83.29万 | 0.00% | 10,680 | 2,109 | 24.6% | $16.45万 | 加仓 |
| HYG | ISHARES TR | $83.49万 | 0.00% | 10,494 | -16,045 | -60.5% | -$127.66万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $83.52万 | 0.00% | 6,632 | 6,347 | 2,227.0% | $79.93万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $83.88万 | 0.00% | 35,407 | -3,153 | -8.2% | -$7.47万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $83.93万 | 0.00% | 33,179 | -22,130 | -40.0% | -$55.98万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $84.11万 | 0.00% | 34,741 | 11,088 | 46.9% | $26.84万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $84.18万 | 0.00% | 2,379 | 274 | 13.0% | $9.70万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $84.63万 | 0.00% | 4,917 | -729 | -12.9% | -$12.55万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $84.80万 | 0.00% | 88,428 | 3,787 | 4.5% | $3.63万 | 加仓 |
| — | BARCLAYS PLC | $84.91万 | 0.00% | 40,128 | 40,128 | — | $84.91万 | 新建仓 |
| EEMA | ISHARES INC | $84.93万 | 0.00% | 8,871 | -2,853 | -24.3% | -$27.31万 | 减仓 |
| MFM | MFS MUN INCOME TR | $85.06万 | 0.00% | 157,811 | 17,153 | 12.2% | $9.25万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $85.19万 | 0.00% | 21,610 | -4,759 | -18.0% | -$18.76万 | 减仓 |
| AGX | ARGAN INC | $85.37万 | 0.00% | 1,567 | -5,110 | -76.5% | -$278.40万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $85.58万 | 0.00% | 9,171 | 410 | 4.7% | $3.83万 | 加仓 |
| TTD | THE TRADE DESK INC | $85.63万 | 0.00% | 37,737 | 10,916 | 40.7% | $24.77万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $85.73万 | 0.00% | 12,762 | 1,700 | 15.4% | $11.42万 | 加仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $86.01万 | 0.00% | 116,548 | -13,658 | -10.5% | -$10.08万 | 减仓 |
| NTSX | WISDOMTREE TR | $86.09万 | 0.00% | 16,508 | -9,826 | -37.3% | -$51.24万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $86.14万 | 0.00% | 5,451 | -226 | -4.0% | -$3.57万 | 减仓 |
| IEZ | ISHARES TR | $86.40万 | 0.00% | 29,845 | 29,403 | 6,652.3% | $85.12万 | 重新持有 |
| RYN | RAYONIER INC | $86.48万 | 0.00% | 41,941 | 38,587 | 1,150.5% | $79.57万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $86.50万 | 0.00% | 79,427 | -2,724 | -3.3% | -$2.97万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $86.60万 | 0.00% | 32,158 | 751 | 2.4% | $2.02万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $86.65万 | 0.00% | 63,388 | -3,933 | -5.8% | -$5.38万 | 减仓 |
| DASH | DOORDASH INC | $86.85万 | 0.00% | 5,784 | -157 | -2.6% | -$2.36万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $86.96万 | 0.00% | 24,496 | -38 | -0.2% | -$1,349 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $87.13万 | 0.00% | 3,804 | 80 | 2.1% | $1.83万 | 加仓 |
| — | ISHARES TR | $87.20万 | 0.00% | 16,731 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $87.22万 | 0.00% | 10,814 | 5,893 | 119.8% | $47.53万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $87.60万 | 0.00% | 8,997 | -6,461 | -41.8% | -$62.91万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $87.75万 | 0.00% | 27,893 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $87.79万 | 0.00% | 28,588 | 18,303 | 178.0% | $56.21万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $87.88万 | 0.00% | 169,323 | 51,290 | 43.5% | $26.62万 | 加仓 |
| HRL | HORMEL FOODS CORP | $87.96万 | 0.00% | 38,835 | -12,653 | -24.6% | -$28.66万 | 减仓 |
| CCL | CARNIVAL CORP | $88.08万 | 0.00% | 34,032 | 6,472 | 23.5% | $16.75万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $88.17万 | 0.00% | 45,329 | 26,250 | 137.6% | $51.06万 | 加仓 |
| NWG | NATWEST GROUP PLC | $89.00万 | 0.00% | 59,729 | 2,333 | 4.1% | $3.48万 | 加仓 |
| FLOT | ISHARES TR | $89.01万 | 0.00% | 17,471 | -10,113 | -36.7% | -$51.53万 | 减仓 |
| KTF | DWS MUN INCOME TR | $89.14万 | 0.00% | 97,961 | 29,488 | 43.1% | $26.83万 | 加仓 |
| — | INVESCO S&P | $89.18万 | 0.00% | 12,944 | 8,377 | 183.4% | $57.72万 | 加仓 |
| SUSB | ISHARES TR | $89.23万 | 0.00% | 35,598 | -9,879 | -21.7% | -$24.76万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $89.23万 | 0.00% | 20,125 | -469 | -2.3% | -$2.08万 | 减仓 |
| HDEF | DBX ETF TR | $89.24万 | 0.00% | 27,534 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $89.28万 | 0.00% | 7,809 | -46 | -0.6% | -$5,259 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $89.38万 | 0.00% | 27,029 | 14,348 | 113.1% | $47.45万 | 加仓 |
| IYG | ISHARES TR | $89.42万 | 0.00% | 10,794 | -36,513 | -77.2% | -$302.49万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $89.50万 | 0.00% | 18,457 | -824 | -4.3% | -$4.00万 | 减仓 |
| IQDF | FLEXSHARES TR | $89.56万 | 0.00% | 28,279 | 8,204 | 40.9% | $25.98万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $89.78万 | 0.00% | 11,648 | -144 | -1.2% | -$1.11万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $89.81万 | 0.00% | 8,181 | 3,685 | 82.0% | $40.45万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $90.03万 | 0.00% | 21,129 | -13,465 | -38.9% | -$57.37万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $90.11万 | 0.00% | 9,662 | -3,528 | -26.7% | -$32.90万 | 减仓 |
| EWY | ISHARES INC | $90.32万 | 0.00% | 7,342 | -2,224 | -23.2% | -$27.36万 | 减仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $91.15万 | 0.00% | 66,730 | -1,419 | -2.1% | -$1.94万 | 减仓 |
| FRO | FRONTLINE PLC | $91.19万 | 0.00% | 26,158 | 26,158 | — | $91.19万 | 新建仓 |
| JPSE | JPMORGAN DIVERSIFIED | $91.48万 | 0.00% | 17,448 | -3,241 | -15.7% | -$16.99万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $91.61万 | 0.00% | 66,435 | 445 | 0.7% | $6,137 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $91.70万 | 0.00% | 38,772 | -3,571 | -8.4% | -$8.45万 | 减仓 |
| EWL | ISHARES INC | $91.75万 | 0.00% | 15,602 | -5,429 | -25.8% | -$31.93万 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $91.77万 | 0.00% | 93,448 | 2,026 | 2.2% | $1.99万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $92.08万 | 0.00% | 35,767 | -5,724 | -13.8% | -$14.74万 | 减仓 |
| USEW | EA SERIES TRUST | $92.13万 | 0.00% | 18,849 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $92.23万 | 0.00% | 65,694 | 4,149 | 6.7% | $5.83万 | 加仓 |
| FBNC | FIRST BANCORP N C | $92.36万 | 0.00% | 16,390 | 20 | 0.1% | $1,127 | 加仓 |
| TQQQ | PROSHARES TR | $92.84万 | 0.00% | 22,275 | 6,955 | 45.4% | $28.99万 | 加仓 |
| IXP | ISHARES TR | $92.93万 | 0.00% | 8,091 | -24,140 | -74.9% | -$277.27万 | 减仓 |
| — | GLOBAL X FDS | $93.13万 | 0.00% | 26,160 | -7,590 | -22.5% | -$27.02万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $93.13万 | 0.00% | 56,102 | -1,050 | -1.8% | -$1.74万 | 减仓 |
| OII | OCEANEERING INTL INC | $93.19万 | 0.00% | 26,273 | 6,713 | 34.3% | $23.81万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $93.35万 | 0.00% | 11,612 | -3,462 | -23.0% | -$27.83万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $93.87万 | 0.00% | 50,037 | 50,037 | — | $93.87万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $94.08万 | 0.00% | 20,544 | -608 | -2.9% | -$2.78万 | 减仓 |
| SHYD | VANECK ETF TRUST | $94.24万 | 0.00% | 41,590 | -6,072 | -12.7% | -$13.76万 | 减仓 |
| OIH | VANECK ETF TRUST | $94.85万 | 0.00% | 2,347 | 351 | 17.6% | $14.18万 | 加仓 |
| BOXX | EA SERIES TRUST | $94.96万 | 0.00% | 8,166 | 2,092 | 34.4% | $24.33万 | 加仓 |