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 |
|---|---|---|---|---|---|---|---|---|
| HFRO | HIGHLAND OPPS & INCOME FD | $94.97万 | 0.00% | 166,318 | 35,692 | 27.3% | $20.38万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $95.00万 | 0.00% | 46,852 | 24,280 | 107.6% | $49.23万 | 加仓 |
| ENTG | ENTEGRIS INC | $95.07万 | 0.00% | 8,109 | 6,842 | 540.0% | $80.21万 | 加仓 |
| MDB | MONGODB INC | $95.14万 | 0.00% | 3,887 | -1,485 | -27.6% | -$36.35万 | 减仓 |
| NTAP | NETAPP INC | $95.21万 | 0.00% | 9,299 | -2,271 | -19.6% | -$23.25万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $95.33万 | 0.00% | 14,015 | -1,590 | -10.2% | -$10.82万 | 减仓 |
| XSHQ | INVESCO S&P | $95.41万 | 0.00% | 22,630 | 1,382 | 6.5% | $5.83万 | 加仓 |
| USFD | US FOODS HLDG CORP | $95.62万 | 0.00% | 10,370 | -4,477 | -30.2% | -$41.28万 | 减仓 |
| — | WISDOMTREE EUROPEAN | $95.62万 | 0.00% | 17,804 | -737 | -4.0% | -$3.96万 | 减仓 |
| WULF | TERAWULF INC | $95.90万 | 0.00% | 66,460 | 13,527 | 25.6% | $19.52万 | 加仓 |
| JMSI | JPMORGAN SUSTAINABLE | $95.95万 | 0.00% | 19,287 | 2,140 | 12.5% | $10.65万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $96.24万 | 0.00% | 22,697 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $96.38万 | 0.00% | 188,972 | -20,314 | -9.7% | -$10.36万 | 减仓 |
| NTRS | NORTHERN TR CORP | $96.49万 | 0.00% | 6,914 | -407 | -5.6% | -$5.68万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $97.09万 | 0.00% | 1,425 | -998 | -41.2% | -$68.00万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $97.30万 | 0.00% | 43,150 | 3,427 | 8.6% | $7.73万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $97.40万 | 0.00% | 12,046 | 1,844 | 18.1% | $14.91万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $97.49万 | 0.00% | 5,347 | -190 | -3.4% | -$3.46万 | 减仓 |
| CSR | CENTERSPACE | $97.86万 | 0.00% | 17,033 | -96 | -0.6% | -$5,515 | 减仓 |
| SLYG | SPDR SERIES TRUST | $98.03万 | 0.00% | 10,146 | -3,073 | -23.2% | -$29.69万 | 减仓 |
| VELO | VELO3D INC | $98.10万 | 0.00% | 104,474 | 16,526 | 18.8% | $15.52万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $98.35万 | 0.00% | 177,215 | 3,281 | 1.9% | $1.82万 | 加仓 |
| INSM | INSMED INC | $98.36万 | 0.00% | 6,015 | 3,433 | 133.0% | $56.14万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $98.92万 | 0.00% | 19,980 | 2,108 | 11.8% | $10.44万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $99.07万 | 0.00% | 31,291 | 770 | 2.5% | $2.44万 | 加仓 |
| — | ISHARES IBONDS | $99.10万 | 0.00% | 38,610 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $99.48万 | 0.00% | 11,361 | 5 | 0.0% | $438 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $99.61万 | 0.00% | 24,552 | -186,383 | -88.4% | -$756.18万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $99.84万 | 0.00% | 3,763 | 223 | 6.3% | $5.92万 | 加仓 |
| HYLB | DBX ETF TR | $99.85万 | 0.00% | 27,613 | -3,858 | -12.3% | -$13.95万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $100.09万 | 0.00% | 10,348 | -2,508 | -19.5% | -$24.26万 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $100.16万 | 0.00% | 33,701 | 2,300 | 7.3% | $6.84万 | 加仓 |
| CAVA | CAVA GROUP INC | $100.27万 | 0.00% | 12,394 | 782 | 6.7% | $6.33万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $100.50万 | 0.00% | 14,984 | -22,390 | -59.9% | -$150.17万 | 减仓 |
| IREN | IREN LIMITED | $100.99万 | 0.00% | 29,461 | 1,588 | 5.7% | $5.44万 | 加仓 |
| ENS | ENERSYS | $101.09万 | 0.00% | 5,819 | 5,819 | — | $101.09万 | 新建仓 |
| AIZ | ASSURANT INC | $101.42万 | 0.00% | 4,657 | 568 | 13.9% | $12.37万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $102.06万 | 0.00% | 6,248 | 1,179 | 23.3% | $19.26万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $102.22万 | 0.00% | 18,091 | -18 | -0.1% | -$1,017 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $102.23万 | 0.00% | 20,280 | 1,899 | 10.3% | $9.57万 | 加仓 |
| SPYI | NEOS ETF TRUST | $102.24万 | 0.00% | 20,708 | 14,926 | 258.1% | $73.69万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $102.33万 | 0.00% | 80,637 | 0 | 0.0% | — | 不变 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $103.12万 | 0.00% | 40,390 | 33,290 | 468.9% | $84.99万 | 加仓 |
| DDOG | DATADOG INC | $103.21万 | 0.00% | 8,743 | -6,357 | -42.1% | -$75.04万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $103.32万 | 0.00% | 85,670 | -2,532 | -2.9% | -$3.05万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $103.37万 | 0.00% | 34,458 | -1,800 | -5.0% | -$5.40万 | 减仓 |
| HACK | AMPLIFY ETF TR | $103.45万 | 0.00% | 13,777 | -2,359 | -14.6% | -$17.71万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $103.65万 | 0.00% | 24,861 | -911 | -3.5% | -$3.80万 | 减仓 |
| TDW | TIDEWATER INC | $103.84万 | 0.00% | 12,428 | 11,478 | 1,208.2% | $95.90万 | 加仓 |
| ICF | ISHARES TR | $103.86万 | 0.00% | 16,782 | 522 | 3.2% | $3.23万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $103.94万 | 0.00% | 24,137 | 23,106 | 2,241.1% | $99.50万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $104.30万 | 0.00% | 123,427 | 24,868 | 25.2% | $21.01万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $104.30万 | 0.00% | 22,983 | 11,532 | 100.7% | $52.33万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $104.56万 | 0.00% | 11,055 | -2,386 | -17.8% | -$22.57万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $104.56万 | 0.00% | 15,459 | 166 | 1.1% | $1.12万 | 加仓 |
| REET | ISHARES TR | $104.93万 | 0.00% | 41,721 | -1,156 | -2.7% | -$2.91万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $105.18万 | 0.00% | 7,667 | 3,095 | 67.7% | $42.46万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $105.41万 | 0.00% | 70,841 | -5,900 | -7.7% | -$8.78万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $105.42万 | 0.00% | 46,235 | -71,349 | -60.7% | -$162.68万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $105.48万 | 0.00% | 3,506 | -256 | -6.8% | -$7.70万 | 减仓 |
| HYMC | HYCROFT MINING | $105.49万 | 0.00% | 29,969 | 29,969 | — | $105.49万 | 新建仓 |
| IGEB | ISHARES TR | $105.53万 | 0.00% | 23,419 | 1,030 | 4.6% | $4.64万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $105.55万 | 0.00% | 29,149 | -2,360 | -7.5% | -$8.55万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $105.83万 | 0.00% | 4,249 | 35 | 0.8% | $8,718 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $105.88万 | 0.00% | 40,304 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $106.01万 | 0.00% | 49,330 | -1,223 | -2.4% | -$2.63万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $106.07万 | 0.00% | 50,153 | -2,238 | -4.3% | -$4.73万 | 减仓 |
| URI | UNITED RENTALS INC | $106.09万 | 0.00% | 1,457 | -600 | -29.2% | -$43.69万 | 减仓 |
| WAB | WABTEC | $106.22万 | 0.00% | 4,250 | 1,074 | 33.8% | $26.84万 | 加仓 |
| VAL | VALARIS LTD | $106.31万 | 0.00% | 10,844 | -5,905 | -35.3% | -$57.89万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $106.33万 | 0.00% | 47,279 | 3,504 | 8.0% | $7.88万 | 加仓 |
| MAS | MASCO CORP | $106.35万 | 0.00% | 17,616 | 1,236 | 7.5% | $7.46万 | 加仓 |
| — | GDL FD | $106.97万 | 0.00% | 128,420 | 888 | 0.7% | $7,397 | 加仓 |
| ORI | OLD REP INTL CORP | $107.30万 | 0.00% | 26,893 | -1,936 | -6.7% | -$7.72万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $107.65万 | 0.00% | 63,437 | 10,199 | 19.2% | $17.31万 | 加仓 |
| ENFR | ALERIAN ENERGY | $107.67万 | 0.00% | 28,177 | -400 | -1.4% | -$1.53万 | 减仓 |
| BCO | BRINKS CO | $107.98万 | 0.00% | 10,420 | -155 | -1.5% | -$1.61万 | 减仓 |
| MTDR | MATADOR RES CO | $108.29万 | 0.00% | 17,140 | -829 | -4.6% | -$5.24万 | 减仓 |
| WAT | WATERS CORP | $108.81万 | 0.00% | 3,654 | 3,619 | 10,340.0% | $107.77万 | 加仓 |
| HQY | HEALTHEQUITY INC | $108.87万 | 0.00% | 13,027 | 796 | 6.5% | $6.65万 | 加仓 |
| ALAB | ASTERA LABS INC | $109.03万 | 0.00% | 9,948 | -5,679 | -36.3% | -$62.24万 | 减仓 |
| NTRA | NATERA INC | $109.03万 | 0.00% | 5,452 | 179 | 3.4% | $3.58万 | 加仓 |
| GAL | STATE STREET | $109.09万 | 0.00% | 22,039 | -151 | -0.7% | -$7,475 | 减仓 |
| INTF | ISHARES TR | $109.13万 | 0.00% | 28,010 | -64 | -0.2% | -$2,493 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $109.13万 | 0.00% | 9,504 | 2,349 | 32.8% | $26.97万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $109.41万 | 0.00% | 8,530 | -2,387 | -21.9% | -$30.62万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $109.53万 | 0.00% | 8,207 | 369 | 4.7% | $4.92万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $109.63万 | 0.00% | 19,897 | -5,370 | -21.3% | -$29.59万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $109.80万 | 0.00% | 64,136 | 1,412 | 2.3% | $2.42万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $109.85万 | 0.00% | 7,596 | -338 | -4.3% | -$4.89万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $109.87万 | 0.00% | 7,651 | -13,915 | -64.5% | -$199.83万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $109.88万 | 0.00% | 10,616 | 1 | 0.0% | $104 | 加仓 |
| MKC | MCCORMICK & CO INC | $109.92万 | 0.00% | 21,792 | 4,151 | 23.5% | $20.94万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $110.01万 | 0.00% | 23,672 | 183 | 0.8% | $8,504 | 加仓 |
| FDUS | FIDUS INVT CORP | $110.11万 | 0.00% | 63,211 | -9,784 | -13.4% | -$17.04万 | 减仓 |
| ITRI | ITRON INC | $110.36万 | 0.00% | 12,313 | 319 | 2.7% | $2.86万 | 加仓 |
| MTZ | MASTEC INC | $110.42万 | 0.00% | 3,432 | 15 | 0.4% | $4,826 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $110.60万 | 0.00% | 104,534 | 17,195 | 19.7% | $18.19万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $111.02万 | 0.00% | 21,359 | 8,607 | 67.5% | $44.74万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $111.12万 | 0.00% | 30,017 | -1,900 | -6.0% | -$7.03万 | 减仓 |