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
SOLS SOLSTICE ADVANCED MATLS INC $132.23万0.00%17,362 5773.4% $4.39万 加仓
MEDP MEDPACE HLDGS INC $132.39万0.00%2,757 85344.8% $40.96万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $132.40万0.00%22,023 -2,701-10.9% -$16.24万 减仓
GPIQ GOLDMAN SACHS ETF TR $132.50万0.00%26,773 6,20630.2% $30.71万 加仓
IOCT INNOVATOR ETFS TRUST $132.56万0.00%37,819 -11,639-23.5% -$40.79万 减仓
MGV VANGUARD WORLD FD $132.58万0.00%9,146 -3,146-25.6% -$45.60万 减仓
NFJ VIRTUS DIVIDEND INTEREST & P $132.75万0.00%105,272 5500.5% $6,936 加仓
BAB INVESCO EXCH TRADED FD TR II $132.78万0.00%49,250 -2,374-4.6% -$6.40万 减仓
OKLO OKLO INC $133.42万0.00%35,894 13,00256.8% $48.33万 加仓
AFRM AFFIRM HLDGS INC $133.61万0.00%29,160 5,91425.4% $27.10万 加仓
INMU BLACKROCK ETF TRUST II $134.80万0.00%56,378 170.0% $406 加仓
USHY ISHARES TR $134.84万0.00%36,602 -964-2.6% -$3.55万 减仓
— RIVERNORTH DOUBLELINE STRATE $135.02万0.00%176,041 -37,408-17.5% -$28.69万 减仓
BAR GRANITESHARES GOLD TR $135.22万0.00%29,312 -17,304-37.1% -$79.82万 减仓
AAON AAON INC $135.30万0.00%16,351 -204-1.2% -$1.69万 减仓
PFEB INNOVATOR ETFS TRUST $135.47万0.00%33,782 3,89813.0% $15.63万 加仓
HIMU BLACKROCK ETF TRUST II $135.51万0.00%28,244 -85,073-75.1% -$408.18万 减仓
PYPL PAYPAL HLDGS INC $136.14万0.00%30,100 -6,353-17.4% -$28.73万 减仓
VLUE ISHARES TR $136.35万0.00%9,589 -790-7.6% -$11.23万 减仓
CNP CENTERPOINT ENERGY INC $136.44万0.00%31,614 -4,127-11.5% -$17.81万 减仓
SAN BANCO SANTANDER SA $136.69万0.00%121,175 -13,628-10.1% -$15.37万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $136.82万0.00%123,710 -167,991-57.6% -$185.80万 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $137.56万0.00%24,351 5252.2% $2.97万 加仓
CTRE CARETRUST REIT INC $137.70万0.00%37,572 1,5284.2% $5.60万 加仓
CASY CASEYS GEN STORES INC $137.93万0.00%1,895 120.6% $8,734 加仓
YEAR AB ACTIVE ETFS INC $138.25万0.00%27,390 -11,218-29.1% -$56.62万 减仓
PFFD GLOBAL X FDS $138.36万0.00%75,195 -10,208-12.0% -$18.78万 减仓
WYNN WYNN RESORTS LTD $138.45万0.01%13,634 1,47112.1% $14.94万 加仓
PINS PINTEREST INC $139.09万0.01%75,841 -8,857-10.5% -$16.24万 减仓
SHYG ISHARES TR $139.52万0.01%32,976 4,25914.8% $18.02万 加仓
PID INVESCO INTL $139.67万0.01%62,783 -222-0.4% -$4,939 减仓
GOF GUGGENHEIM STRATEGIC OPPORTU $139.75万0.01%126,814 12,14310.6% $13.38万 加仓
CWB SPDR SERIES TRUST $139.77万0.01%15,272 -76,014-83.3% -$695.68万 减仓
FYLD CAMBRIA ETF TR $139.78万0.01%37,440 5171.4% $1.93万 加仓
IYF ISHARES TR $139.80万0.01%11,882 -32,149-73.0% -$378.25万 减仓
RAAX VANECK REAL $139.81万0.01%34,344 32,4511,714.3% $132.11万 加仓
— INVESCO EXCH TRADED FD TR II $139.88万0.01%35,362 35,362— $139.88万 新建仓
CPAI COUNTERPOINT QUANTITATIV $140.66万0.01%33,659 8,54134.0% $35.69万 加仓
— VANECK ETF TRUST $140.83万0.01%15,340 15,340— $140.83万 新建仓
WDAY WORKDAY INC $141.06万0.01%10,857 5,35197.2% $69.52万 加仓
CNC CENTENE CORP DEL $141.13万0.01%43,105 12,68641.7% $41.53万 加仓
FALN ISHARES TR $141.18万0.01%52,838 5,80712.3% $15.52万 加仓
SCI SERVICE CORP INTL $141.28万0.01%17,123 9,086113.1% $74.97万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $141.29万0.01%9,166 -2,168-19.1% -$33.42万 减仓
IP INTERNATIONAL PAPER CO $141.32万0.01%39,585 27,634231.2% $98.65万 加仓
AR ANTERO RESOURCES CORP $141.33万0.01%33,300 -82,316-71.2% -$349.35万 减仓
FSK FS KKR CAP CORP $142.50万0.01%139,978 2,3471.7% $2.39万 加仓
APLD APPLIED DIGITAL CORP $142.54万0.01%60,041 -28,295-32.0% -$67.17万 减仓
VFMF VANGUARD WELLINGTON FD $142.90万0.01%9,215 1,31016.6% $20.31万 加仓
FNX FIRST TR EXCHANGE-TRADED ALP $143.07万0.01%11,156 4404.1% $5.64万 加仓
GDXJ VANECK ETF TRUST $143.10万0.01%11,921 -3,905-24.7% -$46.88万 减仓
OTTR OTTER TAIL $143.18万0.01%16,313 820.5% $7,197 加仓
CDW CDW CORP $143.38万0.01%11,848 8,736280.7% $105.72万 加仓
DFNM DIMENSIONAL ETF TRUST $143.46万0.01%29,931 -75-0.2% -$3,595 减仓
KEY KEYCORP $143.59万0.01%71,615 -34,822-32.7% -$69.82万 减仓
SDOG ALPS ETF TR $143.82万0.01%22,113 8093.8% $5.26万 加仓
PGX INVESCO EXCH TRADED FD TR II $144.35万0.01%132,673 11,1059.1% $12.08万 加仓
— NYLI MACKAY DEFINEDTERM MUNI $144.37万0.01%97,220 1,2811.3% $1.90万 加仓
JMEE JPMORGAN SMALL $144.55万0.01%21,650 13,450164.0% $89.80万 加仓
HEFA ISHARES TR $145.31万0.01%34,196 -318-0.9% -$1.35万 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $145.58万0.01%54,584 6,88214.4% $18.35万 加仓
— DBX ETF TR $145.65万0.01%26,467 -766-2.8% -$4.22万 减仓
EXEL EXELIXIS INC $145.76万0.01%33,985 -3,703-9.8% -$15.88万 减仓
FPF FIRST TR INTER DURATN PFD & $145.92万0.01%82,770 5290.6% $9,326 加仓
WCN WASTE CONNECTIONS INC $146.00万0.01%8,988 2492.8% $4.04万 加仓
PRF INVESCO EXCHANGE TRADED FD T $146.06万0.01%30,731 -1,493-4.6% -$7.10万 减仓
PXH INVESCO EXCHANGE $146.36万0.01%54,388 2,6785.2% $7.21万 加仓
GNOV FIRST TR EXCHNG TRADED FD VI $146.92万0.01%37,733 00.0% — 不变
NFG NATIONAL FUEL GAS CO $147.25万0.01%15,671 -28,181-64.3% -$264.81万 减仓
FELV FIDELITY COVINGTON TRUST $147.54万0.01%42,261 -3,940-8.5% -$13.75万 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $147.79万0.01%131,600 -101,096-43.4% -$113.53万 减仓
BSJU INVESCO INVESTMENT $148.16万0.01%57,897 52,6611,005.7% $134.76万 加仓
BUFY FIRST TR EXCHNG TRADED FD VI $148.25万0.01%66,240 10,71519.3% $23.98万 加仓
WTRG ESSENTIAL UTILS INC $148.60万0.01%36,901 1,2723.6% $5.12万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $148.75万0.01%37,638 -1,134-2.9% -$4.48万 减仓
CPA COPA HOLDINGS SA $148.80万0.01%13,097 1,1729.8% $13.32万 加仓
UBSI UNITED BANKSHARES INC WEST V $149.09万0.01%35,994 -11,080-23.5% -$45.89万 减仓
SONY SONY GROUP CORP $149.28万0.01%72,116 6,65110.2% $13.77万 加仓
AOS SMITH A O CORP $149.59万0.01%22,685 -1,542-6.4% -$10.17万 减仓
P EVERPURE INC $149.64万0.01%25,345 -2,014-7.4% -$11.89万 减仓
— J P MORGAN EXCHANGE TRADED F $149.69万0.01%30,041 20,075201.4% $100.03万 加仓
VGLT VANGUARD SCOTTSDALE FDS $149.77万0.01%27,056 -757-2.7% -$4.19万 减仓
WTPI WISDOMTREE TR $150.43万0.01%47,141 5,31712.7% $16.97万 加仓
GRMN GARMIN LTD $150.67万0.01%6,494 520.8% $1.21万 加仓
REMX VANECK ETF TRUST $150.92万0.01%17,150 4,52235.8% $39.79万 加仓
UTF COHEN & STEERS INFRASTRUCTUR $151.00万0.01%58,346 -1,954-3.2% -$5.06万 减仓
NBXG NEUBERGER NEXT GENERATION $151.04万0.01%117,358 56,93794.2% $73.28万 加仓
RDIV INVESCO S&P $151.07万0.01%27,142 390.1% $2,171 加仓
VNLA JANUS DETROIT STR TR $151.10万0.01%30,926 4,75418.2% $23.23万 加仓
CRK COMSTOCK RESOURCES $151.61万0.01%71,920 67,9051,691.3% $143.14万 加仓
TRFK PACER FDS TR $151.70万0.01%24,374 3,82418.6% $23.80万 加仓
HUBS HUBSPOT INC $151.71万0.01%6,215 -812-11.6% -$19.82万 减仓
MIAX MIAMI INTL HLDGS INC $151.89万0.01%39,025 39,025— $151.89万 新建仓
TRMB TRIMBLE INC $152.24万0.01%23,339 2681.2% $1.75万 加仓
UTEN U S TREASURY $152.28万0.01%34,925 -1,660-4.5% -$7.24万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $152.45万0.01%66,426 9471.4% $2.17万 加仓
NVG NUVEEN AMT FREE MUN CR INC F $152.62万0.01%123,780 -21,227-14.6% -$26.17万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $152.97万0.01%34,064 -115-0.3% -$5,164 减仓
BSJT INVESCO BULLETSHARES $153.03万0.01%72,752 6,84710.4% $14.40万 加仓
CCK CROWN HLDGS INC $153.42万0.01%15,304 1,95914.7% $19.64万 加仓