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
VMO INVESCO MUN OPPORTUNIT TR $135.98万0.00%137,771 10,8968.6% $10.75万 加仓
FYLD CAMBRIA ETF TR $136.08万0.00%37,293 -147-0.4% -$5,364 减仓
SLYV SPDR SERIES TRUST $136.11万0.00%12,475 1,42012.8% $15.49万 加仓
AGX ARGAN INC $136.20万0.00%1,706 1398.9% $11.10万 加仓
SMLV SPDR SERIES TRUST $136.23万0.00%8,657 -900-9.4% -$14.16万 减仓
DT DYNATRACE INC $136.68万0.00%31,127 16,746116.4% $73.53万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $136.75万0.00%7,057 -2,109-23.0% -$40.87万 减仓
JVAL J P MORGAN EXCHANGE TRADED F $136.84万0.00%23,335 -1,166-4.8% -$6.84万 减仓
BAB INVESCO EXCH TRADED FD TR II $136.86万0.00%50,989 1,7393.5% $4.67万 加仓
— ISHARES TR $137.78万0.00%47,346 -6,926-12.8% -$20.15万 减仓
WY WEYERHAEUSER CO $137.78万0.00%57,551 -32,249-35.9% -$77.20万 减仓
SOXL DIREXION SHARES ETF TRUST $137.92万0.00%5,171 -1,677-24.5% -$44.73万 减仓
RWR SPDR SERIES TRUST $137.97万0.00%12,213 5,00969.5% $56.58万 加仓
WAL WESTERN ALLIANCE BANCORP $138.12万0.00%16,803 6,19258.4% $50.90万 加仓
ROBT FIRST TR EXCHANGE TRADED FD $138.26万0.00%24,575 -1,909-7.2% -$10.74万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $138.77万0.00%12,670 470.4% $5,148 加仓
SBRA SABRA HEALTH CARE REIT INC $138.77万0.00%71,128 51,435261.2% $100.35万 加仓
RECS COLUMBIA ETF TR I $138.81万0.00%32,073 18,440135.3% $79.81万 加仓
DEO DIAGEO PLC $139.28万0.00%17,327 -6,859-28.4% -$55.13万 减仓
HUM HUMANA INC $139.59万0.00%3,514 34010.7% $13.51万 加仓
FAN FIRST TR EXCHANGE-TRADED FD $139.74万0.00%55,940 55,51513,062.4% $138.68万 加仓
PID INVESCO INTL $139.92万0.00%63,026 2430.4% $5,395 加仓
NFG NATIONAL FUEL GAS CO $140.11万0.00%18,146 2,47515.8% $19.11万 加仓
EEMV ISHARES INC $140.41万0.00%18,652 -596-3.1% -$4.49万 减仓
RITM RITHM CAPITAL CORP $140.97万0.00%150,132 130,651670.7% $122.68万 加仓
DFNM DIMENSIONAL ETF TRUST $141.06万0.00%29,183 -748-2.5% -$3.62万 减仓
PAYC PAYCOM SOFTWARE INC $141.88万0.00%11,289 1,94920.9% $24.49万 加仓
— X RACKERS $141.98万0.00%22,646 -3,821-14.4% -$23.96万 减仓
NFLT ETFIS SER TR I $142.38万0.00%62,041 5,3849.5% $12.36万 加仓
REGL PROSHARES TR $142.52万0.00%15,564 1,3739.7% $12.57万 加仓
ATRO ASTRONICS CORP $142.56万0.00%17,544 -1,732-9.0% -$14.07万 减仓
GOF GUGGENHEIM STRATEGIC OPPORTU $142.91万0.00%130,868 4,0543.2% $4.43万 加仓
IDLV INVESCO S&P $143.08万0.00%23,732 22,1021,356.0% $133.25万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $143.13万0.00%16,155 -1,207-7.0% -$10.69万 减仓
TIGO MILLICOM INTL $143.21万0.00%15,779 -237-1.5% -$2.15万 减仓
CRGY CRESCENT ENERGY $143.29万0.00%145,918 1,6501.1% $1.62万 加仓
STAG STAG INDUSTRIAL INC $143.54万0.00%37,715 2,1386.0% $8.14万 加仓
VSGX VANGUARD WORLD FD $143.60万0.00%17,440 -655-3.6% -$5.39万 减仓
MDB MONGODB INC $144.00万0.00%4,287 40010.3% $13.44万 加仓
— RIVERNORTH DOUBLELINE STRATE $144.15万0.00%186,728 10,6876.1% $8.25万 加仓
TXT TEXTRON INC $144.24万0.00%15,725 4,36438.4% $40.03万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $144.43万0.00%21,073 -950-4.3% -$6.51万 减仓
— FIRST TR EXCHANGE-TRADED FD $144.45万0.00%71,551 24,69952.7% $49.86万 加仓
MLM MARTIN MARIETTA MATLS INC $144.75万0.00%2,510 -992-28.3% -$57.21万 减仓
IOCT INNOVATOR ETFS TRUST $144.90万0.00%39,173 1,3543.6% $5.01万 加仓
— INVESCO TR INVT GRADE MUNS $145.08万0.00%136,864 67,09496.2% $71.12万 加仓
WTRG ESSENTIAL UTILS INC $145.34万0.00%37,939 1,0382.8% $3.98万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $145.36万0.00%37,532 18,42596.4% $71.36万 加仓
GDDY GODADDY INC $145.40万0.00%17,130 12,708287.4% $107.87万 加仓
RSPF INVESCO EXCHANGE TRADED FD T $145.61万0.00%18,777 -13,261-41.4% -$102.84万 减仓
AOS SMITH A O CORP $145.81万0.00%23,247 5622.5% $3.52万 加仓
ON ON SEMICONDUCTOR CORP $145.84万0.00%15,426 7,757101.1% $73.34万 加仓
TLTW ISHARES TR $145.84万0.00%65,283 55,750584.8% $124.55万 重新持有
GBTC GRAYSCALE BITCOIN TRUST ETF $146.16万0.00%32,107 -3,305-9.3% -$15.04万 减仓
FDS FACTSET RESH SYS INC $146.29万0.00%6,358 2,95987.1% $68.08万 加仓
GRNJ TIDAL TRUST III $146.68万0.00%46,653 26,194128.0% $82.35万 加仓
PFEB INNOVATOR ETFS TRUST $146.68万0.00%34,064 2820.8% $1.21万 加仓
ARES ARES MANAGEMENT CORPORATION $146.72万0.00%13,181 -5,650-30.0% -$62.89万 减仓
XCCC BONDBLOXX ETF TRUST $146.83万0.00%40,157 32,292410.6% $118.08万 加仓
ARKX ARK ETF TR $147.13万0.00%43,121 20,69292.3% $70.60万 加仓
— INVESCO EXCH TRADED FD TR II $147.29万0.00%22,297 22,22229,629.3% $146.79万 加仓
SMR NUSCALE PWR CORP $147.31万0.00%146,870 98,440203.3% $98.74万 加仓
AOM ISHARES TR $147.58万0.00%29,581 5,37722.2% $26.83万 加仓
BCI ABRDN ETFS $147.70万0.00%66,116 -7,718-10.5% -$17.24万 减仓
BKGI BNY MELLON $147.92万0.00%32,892 3,96113.7% $17.81万 加仓
RGTI RIGETTI COMPUTING INC $148.28万0.00%76,752 11,05816.8% $21.36万 加仓
DHI D R HORTON INC $148.61万0.00%9,124 -3,808-29.4% -$62.02万 减仓
YLD PRINCIPAL EXCHANGE TRADED FD $148.96万0.00%78,071 -3,533-4.3% -$6.74万 减仓
— ISHARES ETHEREUM TR $149.12万0.00%125,416 7,8326.7% $9.31万 加仓
ENS ENERSYS $149.54万0.00%6,395 5769.9% $13.47万 加仓
— VIRTUS CONVERTIBLE & INCOME $149.59万0.00%85,040 14,19920.0% $24.98万 加仓
— INVESCO VALUE MUN INCOME TR $149.77万0.00%117,649 8,9618.2% $11.41万 加仓
FTQI FIRST TR EXCHANGE TRADED FD $150.45万0.00%68,108 9,93617.1% $21.95万 加仓
RELX RELX PLC $150.76万0.00%47,604 -18,345-27.8% -$58.10万 减仓
REMX VANECK ETF TRUST $150.95万0.00%17,056 -94-0.5% -$8,319 减仓
— FEDERATED HERMES ETF TRUST $151.22万0.00%28,187 28,187— $151.22万 新建仓
BTU PEABODY ENERGY $151.35万0.00%65,462 -83,503-56.1% -$193.06万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $151.60万0.00%32,435 -1,629-4.8% -$7.61万 减仓
MEDP MEDPACE HLDGS INC $151.73万0.00%2,865 1083.9% $5.72万 加仓
XLB SELECT SECTOR SPDR TR $151.76万0.00%29,856 -3,063-9.3% -$15.57万 减仓
CAG CONAGRA BRANDS INC $151.79万0.00%112,773 8,1587.8% $10.98万 加仓
RVT ROYCE SMALL CAP TRUST INC $152.14万0.00%82,369 26,26746.8% $48.52万 加仓
HEFA ISHARES TR $152.73万0.00%32,548 -1,648-4.8% -$7.73万 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $152.77万0.00%10,439 -717-6.4% -$10.49万 减仓
PATN PACER FDS TR $152.77万0.00%41,097 41,097— $152.77万 新建仓
VLU SPDR SERIES TRUST $152.86万0.00%6,417 -1,198-15.7% -$28.54万 减仓
CARY ANGEL OAK $152.91万0.00%73,587 -36,566-33.2% -$75.98万 减仓
CTRE CARETRUST REIT INC $153.07万0.00%37,934 3621.0% $1.46万 加仓
WULF TERAWULF INC $153.26万0.00%62,048 -4,412-6.6% -$10.90万 减仓
— RIVERNORTH FLEXIBLE MUNI INC $153.37万0.00%112,523 11,49411.4% $15.67万 加仓
— WARNER BROS DISCOVERY INC $153.46万0.00%57,562 11,08723.9% $29.56万 加仓
JPUS J P MORGAN EXCHANGE TRADED F $153.53万0.00%10,949 1,52016.1% $21.31万 加仓
GFI GOLD FIELDS LTD $153.73万0.00%45,767 -8,464-15.6% -$28.43万 减仓
SPYI NEOS ETF TRUST $153.95万0.00%28,998 8,29040.0% $44.01万 加仓
OTTR OTTER TAIL $154.28万0.00%17,147 8345.1% $7.50万 加仓
CLOI VANECK CLO $154.42万0.00%29,164 -2,254-7.2% -$11.93万 减仓
IHG INTERCONTINENTAL HOTELS GROU $154.94万0.00%8,950 7439.1% $12.86万 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $155.08万0.00%19,576 3,29520.2% $26.10万 加仓
BSJU INVESCO INVESTMENT $155.27万0.00%60,156 2,2593.9% $5.83万 加仓
IEV ISHARES TR $155.31万0.00%21,320 2,00110.4% $14.58万 加仓