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
YLD PRINCIPAL ACTIVE $154.72万0.01%81,604 -10,031-10.9% -$19.02万 减仓
IDVO AMPLIFY ETF TR $155.10万0.01%38,324 8,91430.3% $36.07万 加仓
FLCB FRANKLIN TEMPLETON ETF TR $155.45万0.01%72,335 8,90214.0% $19.13万 加仓
RBC RBC BEARINGS INC $155.71万0.01%2,867 1,447101.9% $78.59万 加仓
ALB ALBEMARLE CORP $155.81万0.01%8,679 7409.3% $13.28万 加仓
NVDL GRANITESHARES ETF TR $156.05万0.01%21,504 -3,341-13.4% -$24.25万 减仓
USO UNITED STS OIL FD LP $156.20万0.01%12,275 2,00319.5% $25.49万 加仓
GSST GOLDMAN SACHS ETF TR $156.59万0.01%30,978 -48,994-61.3% -$247.66万 减仓
BSJS INVESCO BULLETSHARES $157.13万0.01%72,459 6,0579.1% $13.13万 加仓
ENPH ENPHASE ENERGY INC $157.37万0.01%60,827 59,7945,788.4% $154.70万 加仓
Z ZILLOW GROUP INC $157.46万0.01%38,052 7502.0% $3.10万 加仓
IYH ISHARES TR $157.99万0.01%25,632 7102.8% $4.38万 加仓
AGOX STARBOARD INVT TR $158.63万0.01%59,593 -2,926-4.7% -$7.79万 减仓
KDP KEURIG DR PEPPER INC $159.00万0.01%60,388 31,287107.5% $82.38万 加仓
GSID GOLDMAN SACHS ETF TR $159.07万0.01%22,760 22,760— $159.07万 新建仓
COKE COCA COLA CONS INC $159.16万0.01%8,301 5336.9% $10.22万 加仓
JEF JEFFERIES FINANCIAL GROUP IN $159.62万0.01%38,678 2,3316.4% $9.62万 加仓
— ISHARES TR $160.08万0.01%54,272 32,256146.5% $95.14万 加仓
KB KB FINL GROUP INC $160.40万0.01%16,084 -2,601-13.9% -$25.94万 减仓
MSCI MSCI INC $161.38万0.01%2,994 -431-12.6% -$23.23万 减仓
MDU MDU RESOURCES $161.61万0.01%77,998 -146-0.2% -$3,025 减仓
UAL UNITED AIRLS HLDGS INC $162.15万0.01%17,612 -5,777-24.7% -$53.19万 减仓
BWXT BWX TECHNOLOGIES INC $162.30万0.01%7,937 -307-3.7% -$6.28万 减仓
DFIS DIMENSIONAL ETF TRUST $162.81万0.01%48,355 4,3479.9% $14.64万 加仓
NXST NEXSTAR MEDIA GROUP INC $163.26万0.01%9,028 8,9137,750.4% $161.18万 加仓
DLN WISDOMTREE TR $163.42万0.01%18,294 -399-2.1% -$3.56万 减仓
VLU SPDR SERIES TRUST $163.71万0.01%7,615 4766.7% $10.23万 加仓
IVZ INVESCO LTD $163.96万0.01%67,503 59,651759.7% $144.89万 加仓
PIZ INVESCO EXCH TRADED FD TR II $164.05万0.01%33,128 3,96913.6% $19.65万 加仓
VEEV VEEVA SYS INC $164.08万0.01%9,340 4665.3% $8.19万 加仓
CAG CONAGRA BRANDS INC $164.45万0.01%104,615 -60,049-36.5% -$94.40万 减仓
XLB SELECT SECTOR SPDR TR $164.50万0.01%32,919 4,10814.3% $20.53万 加仓
— INVESCO DORSEY $164.62万0.01%33,597 33,1357,172.1% $162.36万 加仓
IRMD IRADIMED CORP $165.48万0.01%17,191 -65-0.4% -$6,257 减仓
CLOI VANECK CLO $165.57万0.01%31,418 -1,939-5.8% -$10.22万 减仓
TGT TARGET CORP $165.63万0.01%13,666 -63,636-82.3% -$771.24万 减仓
FFIV F5 INC $166.28万0.01%5,747 4,078244.3% $117.99万 加仓
FISV FISERV INC $166.81万0.01%29,894 2,0937.5% $11.68万 加仓
ISCG ISHARES TR $168.05万0.01%30,667 1,9516.8% $10.69万 加仓
CF CF INDUSTRIES HOLD $168.22万0.01%12,956 -14,612-53.0% -$189.72万 减仓
JFR NUVEEN FLOATING RATE INCOME $168.33万0.01%223,845 29,09614.9% $21.88万 加仓
DPG DUFF & PHELPS UTLITY AND INF $168.54万0.01%116,718 1,3521.2% $1.95万 加仓
DXCM DEXCOM INC $168.90万0.01%26,895 -3,302-10.9% -$20.74万 减仓
MDYV SPDR SERIES TRUST $168.98万0.01%19,844 -4,885-19.8% -$41.60万 减仓
FE FIRSTENERGY CORP $169.49万0.01%33,455 9462.9% $4.79万 加仓
— HIGHLAND GLOBAL ALLOCATION F $169.76万0.01%211,407 28,59815.6% $22.96万 加仓
B BARRICK MNG CORP $170.41万0.01%41,778 -58,738-58.4% -$239.60万 减仓
IMO IMPERIAL OIL LTD $170.93万0.01%13,066 3082.4% $4.03万 加仓
ISVL ISHARES TR $171.29万0.01%35,602 -3,563-9.1% -$17.14万 减仓
XSMO INVESCO S&P $171.38万0.01%22,544 -60,300-72.8% -$458.40万 减仓
LNT ALLIANT ENERGY CORP $171.65万0.01%23,920 -2,618-9.9% -$18.79万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $172.13万0.01%13,066 680.5% $8,958 加仓
LRGF ISHARES TR $173.86万0.01%26,343 10,58267.1% $69.84万 加仓
ATO ATMOS ENERGY CORP $174.59万0.01%9,452 -942-9.1% -$17.40万 减仓
EXPE EXPEDIA GROUP INC $174.61万0.01%7,562 2,64953.9% $61.17万 加仓
PKW INVESCO EXCHANGE TRADED FD T $174.83万0.01%13,321 -5,492-29.2% -$72.08万 减仓
FPE FIRST TRUST $176.60万0.01%99,490 -4,277-4.1% -$7.59万 减仓
CGHM CAPITAL GRP FIXED INCM ETF T $176.61万0.01%69,752 32,28386.2% $81.74万 加仓
IJK ISHARES TR $176.62万0.01%17,553 -2,002-10.2% -$20.14万 减仓
IBMR ISHARES IBONDS $176.64万0.01%69,682 -16,008-18.7% -$40.58万 减仓
CLS CELESTICA INC $176.95万0.01%6,282 3335.6% $9.38万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $177.06万0.01%35,611 3,50010.9% $17.40万 加仓
DHI D R HORTON INC $177.46万0.01%12,932 -1,658-11.4% -$22.75万 减仓
BNO UNITED STS BRENT OIL FD LP $177.65万0.01%34,156 34,156— $177.65万 新建仓
NML NEUBERGER ENGY INFRSTR & INC $177.78万0.01%169,154 -10,674-5.9% -$11.22万 减仓
STE STERIS PLC $178.28万0.01%8,062 1682.1% $3.72万 加仓
AHR AMERICAN HEALTHCARE REIT INC $178.31万0.01%37,810 -1,219-3.1% -$5.75万 减仓
ADM ARCHER DANIELS MIDLAND CO $178.69万0.01%24,582 4,45622.1% $32.39万 加仓
BCI ABRDN ETFS $179.34万0.01%73,834 22,03942.6% $53.53万 加仓
GIGB GOLDMAN SACHS ETF TR $179.46万0.01%39,184 9,94034.0% $45.53万 加仓
ILCG ISHARES TR $179.59万0.01%18,809 4412.4% $4.21万 加仓
DEO DIAGEO PLC $180.06万0.01%24,186 2,85013.4% $21.22万 加仓
FDMO FIDELITY COVINGTON TRUST $182.05万0.01%22,727 -4,594-16.8% -$36.80万 减仓
IEUR ISHARES TR $182.52万0.01%25,974 -8-0.0% -$562 减仓
RIG TRANSOCEAN LTD $183.04万0.01%276,083 108,63164.9% $72.02万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $183.08万0.01%6,299 2,68274.1% $77.95万 加仓
BMNR BITMINE IMMERSION TECNOLOGIE $183.10万0.01%111,435 45,04967.9% $74.02万 加仓
— PUTNAM ETF TRUST $183.32万0.01%66,469 66,469— $183.32万 新建仓
— PIMCO EQUITY SER $183.85万0.01%44,180 -5,317-10.7% -$22.13万 减仓
BN BROOKFIELD CORP $184.08万0.01%45,486 -4,205-8.5% -$17.02万 减仓
CMF ISHARES TR $184.11万0.01%32,379 2,5668.6% $14.59万 加仓
EBND SPDR SERIES TRUST $184.35万0.01%89,316 -459-0.5% -$9,474 减仓
— ELECTRONIC ARTS INC $184.58万0.01%9,054 3,07851.5% $62.75万 加仓
DFUV DIMENSIONAL ETF TRUST $185.76万0.01%38,334 -31-0.1% -$1,502 减仓
JSI JANUS DETROIT STR TR $185.82万0.01%36,046 2,2306.6% $11.50万 加仓
— ISHARES ETHEREUM TR $186.14万0.01%117,584 -1,173-1.0% -$1.86万 减仓
UBS UBS GROUP AG $186.27万0.01%47,677 -16,243-25.4% -$63.46万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $186.83万0.01%35,412 -7,240-17.0% -$38.20万 减仓
— FIRST TR EXCHNG TRADED FD VI $186.84万0.01%55,805 -4,263-7.1% -$14.27万 减仓
CTAS CINTAS CORP $187.39万0.01%11,079 -300-2.6% -$5.07万 减仓
XCEM COLUMBIA EM $187.46万0.01%45,936 -224-0.5% -$9,141 减仓
XTEN BONDBLOXX ETF TRUST $187.71万0.01%40,932 -3,943-8.8% -$18.08万 减仓
PAPR INNOVATOR ETFS TRUST $188.68万0.01%47,406 -892-1.8% -$3.55万 减仓
FMAY FIRST TR EXCHNG TRADED FD VI $188.73万0.01%35,744 80.0% $422 加仓
DFSU DIMENSIONAL ETF TRUST $189.10万0.01%46,020 00.0% — 不变
NDSN NORDSON CORP $189.11万0.01%7,108 -127-1.8% -$3.38万 减仓
BSJR INVESCO EXCH TRD SLF IDX FD $189.33万0.01%84,655 7,1989.3% $16.10万 加仓
SWK STANLEY BLACK & DECKER INC $189.38万0.01%26,651 -3,528-11.7% -$25.07万 减仓
BAX BAXTER INTL INC $189.92万0.01%113,047 81,090253.7% $136.23万 加仓
FQAL FIDELITY COVINGTON TRUST $189.93万0.01%26,161 -1,297-4.7% -$9.42万 减仓