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
OC OWENS CORNING NEW $186.61万0.01%11,739 6,338117.3% $100.75万 加仓
DFSU DIMENSIONAL ETF TRUST $186.74万0.01%40,048 -5,972-13.0% -$27.85万 减仓
ZM ZOOM COMMUNICATIONS INC $186.75万0.01%21,637 10,02586.3% $86.53万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $186.95万0.01%8,631 2,73646.4% $59.26万 加仓
SAN BANCO SANTANDER SA $187.16万0.01%135,620 14,44511.9% $19.93万 加仓
GIGB GOLDMAN SACHS ETF TR $187.98万0.01%40,944 1,7604.5% $8.08万 加仓
— PIMCO EQUITY SER $188.02万0.01%39,282 -4,898-11.1% -$23.44万 减仓
IEUR ISHARES TR $188.98万0.01%25,141 -833-3.2% -$6.26万 减仓
RSPU INVESCO EXCHANGE TRADED FD T $189.76万0.01%23,390 -500-2.1% -$4.06万 减仓
AEE AMEREN CORP $190.05万0.01%16,813 10,206154.5% $115.36万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $190.79万0.01%101,107 -31,507-23.8% -$59.45万 减仓
SCIO FIRST TR EXCHANGE-TRADED FD $190.87万0.01%92,342 66,753260.9% $137.98万 加仓
FSK FS KKR CAP CORP $190.89万0.01%181,798 41,82029.9% $43.91万 加仓
WPM WHEATON PRECIOUS METALS CORP $190.95万0.01%17,000 -23,742-58.3% -$266.68万 减仓
VEEV VEEVA SYS INC $192.05万0.01%10,822 1,48215.9% $26.30万 加仓
NVG NUVEEN AMT FREE MUN CR INC F $192.13万0.01%150,098 26,31821.3% $33.69万 加仓
VG VENTURE GLOBAL INC $192.40万0.01%172,867 -5,151-2.9% -$5.73万 减仓
— INVESCO EXCH TRADED FD TR II $192.88万0.01%37,651 2,2896.5% $11.73万 加仓
— FIRST TR EXCHNG TRADED FD VI $192.98万0.01%56,540 7351.3% $2.51万 加仓
— INVESCO S&P $193.62万0.01%30,005 29,3554,516.2% $189.43万 加仓
OTIS OTIS WORLDWIDE CORP $193.81万0.01%27,068 15,420132.4% $110.41万 加仓
BSJR INVESCO EXCH TRD SLF IDX FD $193.93万0.01%86,787 2,1322.5% $4.76万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $193.96万0.01%35,611 00.0% — 不变
LNT ALLIANT ENERGY CORP $194.25万0.01%25,462 1,5426.4% $11.76万 加仓
AWK AMERICAN WTR WKS CO INC NEW $195.37万0.01%14,848 6,42676.3% $84.55万 加仓
BSJQ INVESCO EXCH TRD SLF IDX FD $195.52万0.01%85,176 2,1802.6% $5.00万 加仓
DSL DOUBLELINE INCOME SOLUTIONS $195.79万0.01%177,028 -10,946-5.8% -$12.11万 减仓
SPTI SPDR SERIES TRUST $195.81万0.01%68,971 1,5862.4% $4.50万 加仓
GSID GOLDMAN SACHS ETF TR $196.29万0.01%26,123 3,36314.8% $25.27万 加仓
OWL BLUE OWL CAPITAL INC $197.07万0.01%225,224 -203,725-47.5% -$178.26万 减仓
AHR AMERICAN HEALTHCARE REIT INC $197.12万0.01%37,799 -11-0.0% -$574 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $197.25万0.01%120,387 -4,790-3.8% -$7.85万 减仓
QBTS D-WAVE QUANTUM INC $197.57万0.01%82,356 32,88766.5% $78.90万 加仓
EGO ELDORADO GOLD CORP NEW $197.86万0.01%63,641 4,9588.4% $15.41万 加仓
SNY SANOFI SA $198.32万0.01%46,489 -31,012-40.0% -$132.30万 减仓
DXCM DEXCOM INC $198.38万0.01%29,455 2,5609.5% $17.24万 加仓
FALN ISHARES TR $199.26万0.01%73,149 20,31138.4% $55.33万 加仓
LRGF ISHARES TR $200.14万0.01%26,463 1200.5% $9,076 加仓
CHKP CHECK POINT SOFTWARE TECH LT $200.15万0.01%15,229 -2,086-12.0% -$27.42万 减仓
CASY CASEYS GEN STORES INC $200.47万0.01%2,523 62833.1% $49.90万 加仓
SSRM SSR MINING IN $200.50万0.01%70,898 -906-1.3% -$2.56万 减仓
DTCR GLOBAL X FDS $200.69万0.01%66,082 12,60223.6% $38.27万 加仓
— FIDELITY GREENWOOD STREET TR $201.62万0.01%69,787 -4,373-5.9% -$12.63万 减仓
PIZ INVESCO EXCH TRADED FD TR II $202.93万0.01%36,302 3,1749.6% $17.74万 加仓
RBC RBC BEARINGS INC $203.52万0.01%3,160 29310.2% $18.87万 加仓
ROP ROPER TECHNOLOGIES INC $203.82万0.01%6,023 3,644153.2% $123.32万 加仓
PCAR PACCAR INC $204.30万0.01%17,008 10,858176.6% $130.43万 加仓
DBEF DBX ETF TR $204.31万0.01%37,398 14,23461.4% $77.76万 加仓
VONE VANGUARD SCOTTSDALE FDS $204.69万0.01%6,043 -3,594-37.3% -$121.74万 减仓
EBND SPDR SERIES TRUST $204.74万0.01%97,866 8,5509.6% $17.89万 加仓
AGOX STARBOARD INVT TR $204.77万0.01%59,081 -512-0.9% -$1.77万 减仓
NBXG NEUBERGER NEXT GENERATION $204.85万0.01%123,850 6,4925.5% $10.74万 加仓
STWD STARWOOD PPTY TR INC $205.24万0.01%125,301 110,908770.6% $181.67万 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $205.48万0.01%36,562 8182.3% $4.60万 加仓
JMEE J P MORGAN EXCHANGE TRADED F $206.01万0.01%26,401 4,75121.9% $37.07万 加仓
JBL JABIL INC $206.03万0.01%5,344 80217.7% $30.92万 加仓
CP CANADIAN PACIFIC KANSAS CITY $206.05万0.01%23,780 -1,137-4.6% -$9.85万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $206.08万0.01%92,164 42,01183.8% $93.94万 加仓
SCHC SCHWAB STRATEGIC TR $207.07万0.01%43,033 8762.1% $4.22万 加仓
INV INNVENTURE INC $207.75万0.01%409,767 -140,134-25.5% -$71.05万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $208.05万0.01%15,192 1801.2% $2.47万 加仓
KNF KNIFE RIVER $208.13万0.01%24,881 1,0914.6% $9.13万 加仓
DTM DT MIDSTREAM INC $208.29万0.01%14,194 -189-1.3% -$2.77万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $208.35万0.01%44,386 -7,382-14.3% -$34.65万 减仓
P EVERPURE INC $208.94万0.01%26,518 1,1734.6% $9.24万 加仓
— EA SERIES TRUST $209.10万0.01%57,572 -111,109-65.9% -$403.55万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $209.20万0.01%3,861 1,69878.5% $92.00万 加仓
FELV FIDELITY COVINGTON TRUST $209.52万0.01%52,263 10,00223.7% $40.10万 加仓
— JOHN HANCOCK EXCHANGE TRADED $209.53万0.01%81,967 5150.6% $1.32万 加仓
— PUTNAM ETF TRUST $209.85万0.01%77,124 10,65516.0% $28.99万 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $210.19万0.01%48,319 -810-1.6% -$3.52万 减仓
— INVESCO EXCHANGE TRADED FD T $210.59万0.01%14,062 14,062— $210.59万 新建仓
CMS CMS ENERGY CORP $211.03万0.01%27,585 1,2574.8% $9.62万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $211.09万0.01%179,805 48,20536.6% $56.59万 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $211.31万0.01%31,305 20,319185.0% $137.16万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $211.86万0.01%28,262 -1,358-4.6% -$10.18万 减仓
MHD BLACKROCK MUNIHOLDINGS FD IN $212.29万0.01%178,396 -1,556-0.9% -$1.85万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $212.67万0.01%12,619 -447-3.4% -$7.53万 减仓
JFR NUVEEN FLOATING RATE INCOME $212.90万0.01%277,570 53,72524.0% $41.21万 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $213.13万0.01%37,718 -440-1.2% -$2.49万 减仓
CGHM CAPITAL GRP FIXED INCM ETF T $213.14万0.01%82,455 12,70318.2% $32.84万 加仓
— VANECK ETF TRUST $214.20万0.01%21,766 6,42641.9% $63.24万 加仓
SWK STANLEY BLACK & DECKER INC $214.59万0.01%22,799 -3,852-14.5% -$36.26万 减仓
WCN WASTE CONNECTIONS INC $215.03万0.01%12,900 3,91243.5% $65.21万 加仓
PXH INVESCO EXCHANGE $215.07万0.01%77,141 22,75341.8% $63.44万 加仓
BOTZ GLOBAL X FDS $216.24万0.01%56,997 -3,312-5.5% -$12.57万 减仓
OKLO OKLO INC $216.45万0.01%41,362 5,46815.2% $28.61万 加仓
KVUE KENVUE INC $216.66万0.01%113,377 -6,671-5.6% -$12.75万 减仓
DDOG DATADOG INC $218.08万0.01%8,376 -367-4.2% -$9.56万 减仓
ANGL VANECK ETF TRUST $218.37万0.01%74,681 -7,106-8.7% -$20.78万 减仓
FQAL FIDELITY COVINGTON TRUST $218.45万0.01%26,850 6892.6% $5.61万 加仓
MTN VAIL RESORTS INC $218.58万0.01%16,055 15,93613,391.6% $216.96万 加仓
VOX VANGUARD WORLD FD $218.88万0.01%11,899 -16-0.1% -$2,943 减仓
EMBX VANECK FDS $218.90万0.01%42,663 42,663— $218.90万 新建仓
JMTG J P MORGAN EXCHANGE TRADED F $219.23万0.01%43,258 -17,698-29.0% -$89.69万 减仓
FRDM EA SERIES TRUST $219.32万0.01%30,085 -10,752-26.3% -$78.38万 减仓
PAPR INNOVATOR ETFS TRUST $219.47万0.01%52,007 4,6019.7% $19.42万 加仓
ICSH ISHARES TR $220.00万0.01%43,496 3060.7% $1.55万 加仓
FEMB FIRST TR EXCH TRADED FD III $220.31万0.01%75,398 -10,787-12.5% -$31.52万 减仓
PHAT PHATHOM PHARMACEUTICALS INC $221.30万0.01%203,962 20,96211.5% $22.74万 加仓