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
ADM ARCHER DANIELS MIDLAND CO $221.40万0.01%28,980 4,39817.9% $33.60万 加仓
— ANGEL OAK FUNDS TRUST $222.12万0.01%201,831 -546-0.3% -$6,009 减仓
KNTK KINETIK HOLDINGS INC $223.27万0.01%46,187 5,26912.9% $25.47万 加仓
MP MP MATERIALS CORP $223.29万0.01%39,866 22,958135.8% $128.59万 加仓
AAON AAON INC $223.32万0.01%17,604 1,2537.7% $15.90万 加仓
NTRS NORTHERN TR CORP $223.50万0.01%12,857 5,94386.0% $103.31万 加仓
— RBB FUND TRUST $224.30万0.01%152,276 -119,531-44.0% -$176.07万 重新持有
PPL PPL CORP $225.61万0.01%62,066 4,5457.9% $16.52万 加仓
BMNR BITMINE IMMERSION TECHS INC $225.80万0.01%169,649 58,21452.2% $77.48万 加仓
TDI TOUCHSTONE DYNAMIC $225.97万0.01%50,300 49,5236,373.6% $222.48万 加仓
CHI CALAMOS CONV OPPORTUNITIES & $226.76万0.01%168,723 50,32242.5% $67.63万 加仓
HACK AMPLIFY ETF TR $226.99万0.01%21,632 7,85557.0% $82.42万 加仓
— ISHARES U S ETF TR $227.09万0.01%86,406 -178-0.2% -$4,678 减仓
AON AON PLC $228.80万0.01%6,898 2343.5% $7.76万 加仓
EPAM EPAM SYS INC $229.03万0.01%28,863 -469-1.6% -$3.72万 减仓
TRFK PACER FDS TR $229.80万0.01%21,537 -2,837-11.6% -$30.27万 减仓
FXI ISHARES TR $230.57万0.01%72,989 69,6222,067.8% $219.94万 加仓
NXST NEXSTAR MEDIA GROUP INC $230.83万0.01%12,925 3,89743.2% $69.60万 加仓
COIN COINBASE GLOBAL INC $231.05万0.01%15,805 -4,599-22.5% -$67.23万 减仓
MAIN MAIN STR CAP CORP $231.17万0.01%44,558 3,4158.3% $17.72万 加仓
XTL SPDR SERIES TRUST $231.18万0.01%10,163 8,185413.8% $186.19万 加仓
MKC MCCORMICK & CO INC $231.27万0.01%45,868 24,076110.5% $121.39万 加仓
NML NEUBERGER ENGY INFRSTR & INC $231.72万0.01%228,521 59,36735.1% $60.20万 加仓
ARKQ ARK ETF TR $232.37万0.01%17,575 6,14153.7% $81.20万 加仓
SCI SERVICE CORP INTL $232.42万0.01%30,598 13,47578.7% $102.36万 加仓
NDSN NORDSON CORP $233.23万0.01%7,731 6238.8% $18.79万 加仓
CTAS CINTAS CORP $233.45万0.01%13,726 2,64723.9% $45.02万 加仓
KDP KEURIG DR PEPPER INC $233.72万0.01%71,407 11,01918.2% $36.07万 加仓
SCHE SCHWAB STRATEGIC TR $234.00万0.01%64,534 -1,607-2.4% -$5.83万 减仓
XEVVX EATON VANCE LIMITED DURATION $236.02万0.01%251,894 5,8932.4% $5.52万 加仓
IDCC INTERDIGITAL INC $237.90万0.01%8,403 -836-9.0% -$23.67万 减仓
NUDM NUSHARES ETF TR $238.07万0.01%59,488 -3,722-5.9% -$14.90万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $238.11万0.01%1,144 -446-28.1% -$92.83万 减仓
SCHM SCHWAB STRATEGIC TR $238.32万0.01%64,637 -14,155-18.0% -$52.19万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $238.42万0.01%302,561 -12,053-3.8% -$9.50万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $238.77万0.01%79,141 -8,479-9.7% -$25.58万 减仓
MRP MILLROSE PPTYS INC $239.40万0.01%79,666 50,393172.1% $151.43万 加仓
GGUS GOLDMAN SACHS ETF TR $239.48万0.01%35,088 1,2803.8% $8.74万 加仓
RS RELIANCE INC $239.93万0.01%6,423 4,202189.2% $156.97万 加仓
PECO PHILLIPS EDISON & CO INC $240.11万0.01%57,691 550.1% $2,289 加仓
AMCR AMCOR PLC $240.84万0.01%55,558 4,0787.9% $17.68万 加仓
PMAR INNOVATOR ETFS TRUST $240.99万0.01%50,449 -58-0.1% -$2,771 减仓
IRMD IRADIMED CORP $241.33万0.01%25,254 8,06346.9% $77.05万 加仓
DFIS DIMENSIONAL ETF TRUST $241.95万0.01%69,071 20,71642.8% $72.57万 加仓
AVSD AMERICAN CENTY ETF TR $242.44万0.01%30,349 -1,214-3.8% -$9.70万 减仓
WRB BERKLEY W R CORP $243.28万0.01%34,493 25,610288.3% $180.63万 加仓
FXN FIRST TR EXCHANGE-TRADED FD $243.63万0.01%120,431 -563,596-82.4% -$1,140.15万 减仓
FBK FB FINL CORP $244.28万0.01%44,134 -267-0.6% -$1.48万 减仓
PTRB PGIM ETF TR $244.49万0.01%58,971 1,9643.4% $8.14万 加仓
FTHI FIRST TR EXCHANGE TRADED FD $245.54万0.01%102,951 36,52555.0% $87.11万 加仓
TEM TEMPUS AI INC $245.90万0.01%42,447 -549-1.3% -$3.18万 减仓
VNQI VANGUARD INTL EQUITY INDEX F $246.12万0.01%54,877 1,8913.6% $8.48万 加仓
DFGR DIMENSIONAL ETF TRUST $246.34万0.01%85,033 6,7098.6% $19.44万 加仓
MKL MARKEL GROUP INC $247.25万0.01%1,266 433.5% $8.40万 加仓
— LEUTHOLD SELECT $247.37万0.01%52,935 52,935— $247.37万 新建仓
CRH CRH PLC $248.70万0.01%23,243 3,94520.4% $42.21万 加仓
PJUL INNOVATOR ETFS TRUST $248.82万0.01%50,978 7,89418.3% $38.53万 加仓
UBS UBS GROUP AG $249.23万0.01%50,288 2,6115.5% $12.94万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $249.54万0.01%9,176 3,29356.0% $89.55万 加仓
DFUV DIMENSIONAL ETF TRUST $250.24万0.01%45,490 7,15618.7% $39.37万 加仓
PAGP PLAINS GP HLDGS L P $250.98万0.01%103,411 -4,093-3.8% -$9.93万 减仓
TE T1 ENERGY INC $251.93万0.01%265,753 179,612208.5% $170.27万 加仓
UAL UNITED AIRLS HLDGS INC $252.45万0.01%18,564 9525.4% $12.95万 加仓
IONQ IONQ INC $252.99万0.01%47,500 22,75391.9% $121.18万 加仓
— INVESCO EXCHANGE TRADED FD T $254.41万0.01%72,071 -98,125-57.7% -$346.38万 减仓
AIG AMERICAN INTL GROUP INC $255.20万0.01%34,241 -3,101-8.3% -$23.11万 减仓
XCEM COLUMBIA EM $256.37万0.01%48,481 2,5455.5% $13.46万 加仓
SNA SNAP ON INC $257.24万0.01%6,393 1442.3% $5.79万 加仓
AFRM AFFIRM HLDGS INC $257.79万0.01%31,612 2,4528.4% $20.00万 加仓
VLUE ISHARES TR $258.18万0.01%12,922 3,33334.8% $66.59万 加仓
SEIV SEI EXCHANGE TRADED FUNDS $258.21万0.01%53,793 -3,941-6.8% -$18.92万 减仓
COMT ISHARES U S ETF TR $258.28万0.01%85,046 4780.6% $1.45万 加仓
ZTS ZOETIS INC $259.25万0.01%36,078 10,85543.0% $78.00万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $259.32万0.01%139,122 3,4602.6% $6.45万 加仓
NZF NUVEEN MUN CR INCOME FD $259.37万0.01%204,553 18,64910.0% $23.65万 加仓
HII HUNTINGTON INGALLS INDS INC $259.72万0.01%9,280 -2,853-23.5% -$79.85万 减仓
EMN EASTMAN CHEM CO $261.09万0.01%38,980 -23,849-38.0% -$159.74万 减仓
HYG ISHARES TR $261.25万0.01%32,669 22,175211.3% $177.33万 加仓
MBSF VALUED ADVISERS TR $261.59万0.01%101,884 9,0079.7% $23.13万 加仓
LMUB ISHARES TR $262.56万0.01%51,261 39,486335.3% $202.25万 加仓
POCT INNOVATOR ETFS TRUST $262.81万0.01%56,627 2,9345.5% $13.62万 加仓
VFLO VICTORY PORTFOLIOS II $263.20万0.01%57,531 6,42412.6% $29.39万 加仓
SPLB SPDR SERIES TRUST $263.78万0.01%117,759 4800.4% $1.08万 加仓
SDIV GLOBAL X FDS $264.80万0.01%108,346 11,42411.8% $27.92万 加仓
IWC ISHARES TR $264.84万0.01%13,239 5364.2% $10.72万 加仓
ATO ATMOS ENERGY CORP $264.87万0.01%15,376 5,92462.7% $102.05万 加仓
DGX QUEST DIAGNOSTICS INC $265.12万0.01%12,508 5504.6% $11.66万 加仓
CCK CROWN HLDGS INC $265.46万0.01%23,740 8,43655.1% $94.33万 加仓
CPA COPA HOLDINGS SA $266.20万0.01%17,112 4,01530.7% $62.46万 加仓
UTWO RBB FD INC $267.05万0.01%55,680 -9,342-14.4% -$44.80万 减仓
ARTY ISHARES TR $267.37万0.01%35,106 27,466359.5% $209.19万 加仓
SEIM SEI EXCHANGE TRADED FUNDS $267.89万0.01%47,709 -4,191-8.1% -$23.53万 减仓
DVYE ISHARES INC $268.27万0.01%83,237 -15,396-15.6% -$49.62万 减仓
HFXI NEW YORK LIFE INVESTMENTS ET $268.29万0.01%70,435 66,1511,544.1% $251.97万 加仓
WCPB WEITZ CORE $268.83万0.01%106,048 106,048— $268.83万 新建仓
CLSE TRUST FOR PROFESSIONAL MANAG $269.06万0.01%78,822 78,822— $269.06万 新建仓
OSCR OSCAR HEALTH INC $269.26万0.01%94,411 -10,744-10.2% -$30.64万 减仓
LDUR PIMCO ETF TR $269.55万0.01%28,193 -2,416-7.9% -$23.10万 减仓
DFCF DIMENSIONAL ETF TRUST $270.00万0.01%63,966 -1,399-2.1% -$5.91万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $270.35万0.01%14,924 4,34641.1% $78.73万 加仓