NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CLF | CLEVELAND-CLIFFS INC NEW | $116.55万 | 0.00% | 124,119 | 692 | 0.6% | $6,498 | 加仓 |
| ITRI | ITRON INC | $116.71万 | 0.00% | 13,488 | 1,175 | 9.5% | $10.17万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $117.05万 | 0.00% | 108,981 | 15,533 | 16.6% | $16.68万 | 加仓 |
| ATI | ATI INC | $117.62万 | 0.00% | 5,967 | 1,998 | 50.3% | $39.38万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $118.02万 | 0.00% | 10,703 | 87 | 0.8% | $9,593 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $118.43万 | 0.00% | 57,600 | -6,536 | -10.2% | -$13.44万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $119.02万 | 0.00% | 13,871 | 3,587 | 34.9% | $30.78万 | 加仓 |
| IESC | IES HOLDINGS INC | $119.09万 | 0.00% | 1,621 | 1,621 | — | $119.09万 | 新建仓 |
| HUBS | HUBSPOT INC | $119.21万 | 0.00% | 6,532 | 317 | 5.1% | $5.79万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $119.22万 | 0.00% | 50,346 | 1,016 | 2.1% | $2.41万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $119.55万 | 0.00% | 21,700 | 1,420 | 7.0% | $7.82万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $119.56万 | 0.00% | 27,688 | -2,412 | -8.0% | -$10.41万 | 减仓 |
| NTR | NUTRIEN LTD | $119.66万 | 0.00% | 19,008 | 9,693 | 104.1% | $61.02万 | 加仓 |
| DASH | DOORDASH INC | $119.88万 | 0.00% | 6,497 | 713 | 12.3% | $13.16万 | 加仓 |
| GLPI | GAMING & LEISURE P | $119.96万 | 0.00% | 26,939 | 19,611 | 267.6% | $87.33万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $120.13万 | 0.00% | 30,180 | 163 | 0.5% | $6,488 | 加仓 |
| Z | ZILLOW GROUP INC | $120.15万 | 0.00% | 38,117 | 65 | 0.2% | $2,049 | 加仓 |
| DMXF | ISHARES TR | $120.18万 | 0.00% | 14,206 | 3,716 | 35.4% | $31.44万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $120.50万 | 0.00% | 10,758 | -2,308 | -17.7% | -$25.85万 | 减仓 |
| YOU | CLEAR SECURE INC | $120.98万 | 0.00% | 21,708 | 5,006 | 30.0% | $27.90万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $121.10万 | 0.00% | 21,597 | 17,279 | 400.2% | $96.89万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $121.38万 | 0.00% | 208,912 | 31,697 | 17.9% | $18.42万 | 加仓 |
| XYZ | BLOCK INC | $121.48万 | 0.00% | 15,984 | 5,722 | 55.8% | $43.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $121.51万 | 0.00% | 57,235 | -110 | -0.2% | -$2,335 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $121.56万 | 0.00% | 47,503 | -3,040 | -6.0% | -$7.78万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $121.61万 | 0.00% | 17,377 | 12,397 | 248.9% | $86.76万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $121.64万 | 0.00% | 26,769 | -2,380 | -8.2% | -$10.81万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $121.96万 | 0.00% | 15,580 | 121 | 0.8% | $9,472 | 加仓 |
| UMBF | UMB FINL CORP | $121.96万 | 0.00% | 8,543 | -1,897 | -18.2% | -$27.08万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $122.25万 | 0.00% | 80,637 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $122.93万 | 0.00% | 24,694 | 10,612 | 75.4% | $52.83万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $122.95万 | 0.00% | 31,197 | 279 | 0.9% | $1.10万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $122.95万 | 0.00% | 28,441 | 8,834 | 45.1% | $38.19万 | 加仓 |
| CSL | CARLISLE COS INC | $123.22万 | 0.00% | 3,396 | 1,291 | 61.3% | $46.84万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $123.40万 | 0.00% | 173,066 | 6,748 | 4.1% | $4.81万 | 加仓 |
| CSTM | CONSTELLIUM SE | $123.89万 | 0.00% | 38,873 | 38,573 | 12,857.7% | $122.93万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $124.08万 | 0.00% | 10,415 | 269 | 2.7% | $3.20万 | 加仓 |
| FRVO | FERVO ENERGY CO | $124.49万 | 0.00% | 42,591 | 42,591 | — | $124.49万 | 新建仓 |
| HLN | HALEON PLC | $124.56万 | 0.00% | 133,508 | 21,693 | 19.4% | $20.24万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $124.70万 | 0.00% | 17,075 | 4,313 | 33.8% | $31.50万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR | $124.71万 | 0.00% | 8,153 | 8,152 | 815,200.0% | $124.69万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $124.95万 | 0.00% | 62,820 | -617 | -1.0% | -$1.23万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $124.95万 | 0.00% | 130,565 | -756 | -0.6% | -$7,235 | 减仓 |
| SHYD | VANECK ETF TRUST | $125.03万 | 0.00% | 54,597 | 13,007 | 31.3% | $29.79万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $125.14万 | 0.00% | 48,150 | 23,025 | 91.6% | $59.84万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $125.15万 | 0.00% | 8,067 | -9,124 | -53.1% | -$141.55万 | 减仓 |
| MAGS | LISTED FDS TR | $125.87万 | 0.00% | 19,576 | 6,899 | 54.4% | $44.36万 | 加仓 |
| SF | STIFEL FINL CORP | $126.01万 | 0.00% | 18,061 | 321 | 1.8% | $2.24万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $126.25万 | 0.00% | 18,276 | 1,243 | 7.3% | $8.59万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $126.45万 | 0.00% | 96,524 | 29,770 | 44.6% | $39.00万 | 加仓 |
| DES | WISDOMTREE TR | $126.72万 | 0.00% | 31,150 | -2,984 | -8.7% | -$12.14万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $126.82万 | 0.00% | 30,357 | -3,327 | -9.9% | -$13.90万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $127.34万 | 0.00% | 5,463 | 116 | 2.2% | $2.70万 | 加仓 |
| AGIX | KRANESHARES TRUST | $127.49万 | 0.00% | 27,190 | 27,190 | — | $127.49万 | 新建仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $127.79万 | 0.00% | 169,935 | -41,472 | -19.6% | -$31.19万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $127.80万 | 0.00% | 1,686 | 261 | 18.3% | $19.78万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $127.82万 | 0.00% | 25,391 | -1,999 | -7.3% | -$10.06万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $128.11万 | 0.00% | 3,368 | 2,006 | 147.3% | $76.30万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $128.46万 | 0.00% | 97,171 | -78,702 | -44.7% | -$104.04万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $128.56万 | 0.00% | 3,397 | -364 | -9.7% | -$13.78万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $128.70万 | 0.00% | 8,996 | 94 | 1.1% | $1.34万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $128.72万 | 0.00% | 37,994 | -251 | -0.7% | -$8,504 | 减仓 |
| RDNT | RADNET INC | $128.79万 | 0.00% | 20,883 | 671 | 3.3% | $4.14万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $129.18万 | 0.00% | 94,848 | 15,421 | 19.4% | $21.00万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $130.05万 | 0.00% | 10,625 | 360 | 3.5% | $4.41万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $130.21万 | 0.00% | 5,741 | 6 | 0.1% | $1,361 | 加仓 |
| — | PGIM ROCK ETF TR | $130.24万 | 0.00% | 41,352 | 41,352 | — | $130.24万 | 新建仓 |
| TTD | THE TRADE DESK INC | $130.58万 | 0.00% | 72,221 | 34,484 | 91.4% | $62.35万 | 加仓 |
| TRP | TC ENERGY CORP | $130.92万 | 0.00% | 19,750 | -24,322 | -55.2% | -$161.23万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $130.93万 | 0.00% | 45,826 | 45,826 | — | $130.93万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $131.15万 | 0.00% | 8,967 | 437 | 5.1% | $6.39万 | 加仓 |
| CDW | CDW CORP | $131.29万 | 0.00% | 9,335 | -2,513 | -21.2% | -$35.34万 | 减仓 |
| SPBO | STATE STREET | $131.43万 | 0.00% | 45,257 | 861 | 1.9% | $2.50万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $131.75万 | 0.00% | 47,172 | 6,868 | 17.0% | $19.18万 | 加仓 |
| HEZU | ISHARES TR | $131.86万 | 0.00% | 26,292 | -688 | -2.6% | -$3.45万 | 减仓 |
| RMR | RMR GROUP INC | $132.12万 | 0.00% | 64,355 | 64,309 | 139,802.2% | $132.03万 | 加仓 |
| OII | OCEANEERING INTL INC | $132.26万 | 0.00% | 32,640 | 6,367 | 24.2% | $25.80万 | 加仓 |
| EUSA | ISHARES INC | $132.29万 | 0.00% | 11,585 | 6,332 | 120.5% | $72.31万 | 加仓 |
| WAB | WABTEC | $132.49万 | 0.00% | 4,914 | 664 | 15.6% | $17.90万 | 加仓 |
| URTH | ISHARES INC | $132.56万 | 0.00% | 6,541 | -21,883 | -77.0% | -$443.48万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $132.62万 | 0.00% | 35,618 | -164 | -0.5% | -$6,107 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $132.63万 | 0.00% | 50,701 | 11,929 | 30.8% | $31.21万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $132.94万 | 0.00% | 30,186 | -1,428 | -4.5% | -$6.29万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $133.00万 | 0.00% | 9,670 | 166 | 1.7% | $2.28万 | 加仓 |
| WTPI | WISDOMTREE TR | $133.13万 | 0.00% | 40,600 | -6,541 | -13.9% | -$21.45万 | 减仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $133.27万 | 0.00% | 65,715 | 3,516 | 5.7% | $7.13万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $133.36万 | 0.00% | 22,507 | 2,610 | 13.1% | $15.47万 | 加仓 |
| AAUA | EA SERIES TRUST | $133.58万 | 0.00% | 23,467 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $133.76万 | 0.00% | 11,933 | -461 | -3.7% | -$5.17万 | 减仓 |
| HEWJ | ISHARES TR | $134.03万 | 0.00% | 20,774 | 8,123 | 64.2% | $52.41万 | 加仓 |
| AYI | ACUITY INC | $134.32万 | 0.00% | 3,566 | 986 | 38.2% | $37.14万 | 加仓 |
| PFFD | GLOBAL X FDS | $134.80万 | 0.00% | 72,124 | -3,071 | -4.1% | -$5.74万 | 减仓 |
| RIG | TRANSOCEAN LTD | $134.93万 | 0.00% | 275,925 | -158 | -0.1% | -$773 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $135.00万 | 0.00% | 29,221 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $135.43万 | 0.00% | 12,962 | 3,968 | 44.1% | $41.46万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $135.47万 | 0.00% | 22,092 | -1,580 | -6.7% | -$9.69万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $135.47万 | 0.00% | 131,397 | 2,903 | 2.3% | $2.99万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $135.50万 | 0.00% | 75,697 | -906 | -1.2% | -$1.62万 | 减仓 |
| IJJ | ISHARES TR | $135.70万 | 0.00% | 9,185 | 794 | 9.5% | $11.73万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $135.90万 | 0.00% | 89,464 | -15,808 | -15.0% | -$24.01万 | 减仓 |