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
VCR VANGUARD WORLD FD $271.35万0.01%6,841 -299-4.2% -$11.86万 减仓
ACGL ARCH CAP GROUP LTD $271.55万0.01%27,978 -1,395-4.7% -$13.54万 减仓
PPG PPG INDS INC $271.55万0.01%22,389 -653-2.8% -$7.92万 减仓
CNC CENTENE CORP DEL $272.98万0.01%42,527 -578-1.3% -$3.71万 减仓
BKAG BNY MELLON ETF TRUST $273.34万0.01%65,159 4,1756.8% $17.51万 加仓
RYLD GLOBAL X FDS $273.85万0.01%171,262 -14,341-7.7% -$22.93万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $274.60万0.01%53,790 -25,151-31.9% -$128.40万 减仓
— ETFIS SER TR I $274.95万0.01%59,524 -5,454-8.4% -$25.19万 减仓
TUSI TOUCHSTONE ETF TRUST $274.97万0.01%108,856 12,26812.7% $30.99万 加仓
FLRN SPDR SERIES TRUST $275.36万0.01%89,259 15,17820.5% $46.82万 加仓
TTMI TTM TECHNOLOGIES INC $275.57万0.01%14,735 2,15417.1% $40.28万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $275.99万0.01%69,747 8,53914.0% $33.79万 加仓
TBLL INVESCO EXCH TRADED FD TR II $277.88万0.01%26,322 440.2% $4,645 加仓
CHD CHURCH & DWIGHT CO INC $278.26万0.01%28,722 -130-0.5% -$1.26万 减仓
ING ING GROEP N.V. $278.67万0.01%88,804 14,22519.1% $44.64万 加仓
TRV TRAVELERS COS $279.23万0.01%8,459 -340-3.9% -$11.22万 减仓
FTNT FORTINET INC $279.39万0.01%18,187 13,811315.6% $212.16万 加仓
YUM YUM BRANDS INC $279.52万0.01%17,485 6013.6% $9.61万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $280.02万0.01%44,832 -17,152-27.7% -$107.13万 减仓
SRE SEMPRA $280.07万0.01%30,210 5,66123.1% $52.48万 加仓
— INVESCO DORSEY $280.23万0.01%22,269 3331.5% $4.19万 加仓
EXC EXELON CORP $280.54万0.01%60,175 -20,006-25.0% -$93.27万 减仓
COKE COCA COLA CONS INC $280.63万0.01%14,699 6,39877.1% $122.15万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $282.41万0.01%53,094 -14,939-22.0% -$79.46万 减仓
RWJ INVESCO EXCH TRADED FD TR II $282.45万0.01%47,471 3,3817.7% $20.12万 加仓
GEM GOLDMAN SACHS ETF TR $282.52万0.01%54,330 -732-1.3% -$3.81万 减仓
CNR CORE NATURAL RESOURCES INC $283.26万0.01%35,399 2,8768.8% $23.01万 加仓
XONE BONDBLOXX ETF TRUST $283.73万0.01%57,470 7,95516.1% $39.27万 加仓
CGSM CAPITAL GRP FIXED INCM ETF T $284.44万0.01%107,803 35,00048.1% $92.35万 加仓
EQIX EQUINIX INC $284.67万0.01%2,731 -56-2.0% -$5.84万 减仓
USHY ISHARES TR $285.26万0.01%77,055 40,453110.5% $149.76万 加仓
PWB INVESCO EXCHANGE TRADED FD T $285.30万0.01%16,936 10,304155.4% $173.58万 加仓
LAND GLADSTONE LD CORP $287.24万0.01%336,738 24,0297.7% $20.50万 加仓
BSX BOSTON SCIENTIFIC CORP $288.46万0.01%67,588 2,1273.2% $9.08万 加仓
ALV AUTOLIV INC $288.59万0.01%24,842 6,29834.0% $73.16万 加仓
GPN GLOBAL PMTS INC $288.99万0.01%39,828 4,26912.0% $30.98万 加仓
PDEC INNOVATOR ETFS TRUST $290.19万0.01%63,237 11,00621.1% $50.51万 加仓
ADSK AUTODESK INC $290.83万0.01%14,959 -26,110-63.6% -$507.62万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $291.40万0.01%31,122 8,57838.1% $80.32万 加仓
IYK ISHARES TR $291.85万0.01%40,168 -6,382-13.7% -$46.37万 减仓
OGE OGE ENERGY CORP $292.14万0.01%60,037 6,78212.7% $33.00万 加仓
EUSB ISHARES TR $292.48万0.01%67,315 11,32320.2% $49.20万 加仓
FLV AMERICAN CENTY ETF TR $293.86万0.01%36,145 -4,616-11.3% -$37.53万 减仓
TDV PROSHARES TR $294.25万0.01%28,304 -212-0.7% -$2.20万 减仓
BAX BAXTER INTL INC $295.46万0.01%138,583 25,53622.6% $54.44万 加仓
ONEQ FIDELITY COMWLTH TR $295.78万0.01%28,655 -1,644-5.4% -$16.97万 减仓
FXR FIRST TR EXCHANGE-TRADED FD $296.29万0.01%32,516 4,53116.2% $41.29万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $296.52万0.01%26,302 -3,860-12.8% -$43.52万 减仓
MQY BLACKROCK MUNIYILD QULT FD I $297.11万0.01%256,126 21,8919.3% $25.39万 加仓
NUSC NUSHARES ETF TR $298.95万0.01%57,358 -743-1.3% -$3.87万 减仓
MKSI MKS INC. $299.09万0.01%6,724 1,14420.5% $50.89万 加仓
IMTM ISHARES TR $300.30万0.01%56,309 -45,200-44.5% -$241.05万 减仓
QFLR INNOVATOR ETFS TRUST $300.73万0.01%82,437 16,49925.0% $60.19万 加仓
— EDWARDS LIFESCIENCES CORP $300.92万0.01%49,470 -29,044-37.0% -$176.67万 减仓
RACE FERRARI N V $300.97万0.01%8,084 1,33119.7% $49.55万 加仓
TDS TELEPHONE & DATA SYS INC $301.20万0.01%81,383 6,6929.0% $24.77万 加仓
NXTG FIRST TR EXCHANGE-TRADED FD $302.55万0.01%19,731 -176-0.9% -$2.70万 减仓
QDPL PACER FDS TR $302.59万0.01%67,138 -2,628-3.8% -$11.84万 减仓
APLD APPLIED DIGITAL CORP $302.63万0.01%81,134 21,09335.1% $78.68万 加仓
IJS ISHARES TR $302.70万0.01%22,146 -1,926-8.0% -$26.32万 减仓
UTES ETFIS SER TR I $303.70万0.01%37,154 3,86511.6% $31.59万 加仓
KYN KAYNE ANDERSON ENERGY INFRST $304.47万0.01%220,149 55,64133.8% $76.95万 加仓
CLS CELESTICA INC $304.64万0.01%8,351 2,06932.9% $75.48万 加仓
— PACER FDS TR $304.81万0.01%159,006 -1,031-0.6% -$1.98万 减仓
XLRE SELECT SECTOR SPDR TR $306.39万0.01%69,586 2,8634.3% $12.61万 加仓
PTF INVESCO EXCHANGE TRADED FD T $307.46万0.01%22,556 16,122250.6% $219.76万 加仓
LH LABCORP HOLDINGS INC $308.10万0.01%11,004 1,21012.4% $33.88万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $308.83万0.01%33,864 1,6775.2% $15.29万 加仓
PKW INVESCO EXCHANGE TRADED FD T $308.90万0.01%21,806 8,48563.7% $120.20万 加仓
CNX CNX RES CORP $310.46万0.01%91,499 20,20528.3% $68.56万 加仓
PAA PLAINS ALL AMERN PIPELINE L $310.93万0.01%139,680 18,46515.2% $41.10万 加仓
DOC HEALTHPEAK PROPERTIES INC $313.16万0.01%146,336 27,50823.1% $58.87万 加仓
MLI MUELLER INDS INC $313.49万0.01%25,501 3,04513.6% $37.43万 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $313.81万0.01%72,272 10,12816.3% $43.98万 加仓
GMED GLOBUS MED INC $314.54万0.01%39,810 9,27030.4% $73.24万 加仓
RCL ROYAL CARIBBEAN GROUP $314.82万0.01%9,915 1,84722.9% $58.65万 加仓
WES WESTERN MIDSTREAM PARTNERS L $314.97万0.01%71,977 5,3938.1% $23.60万 加仓
FTMA PUTNAM FRANKLIN $315.80万0.01%346,083 -31,251-8.3% -$28.52万 减仓
DBMF LITMAN GREGORY FDS TR $316.33万0.01%103,341 11,67112.7% $35.73万 加仓
TWLO TWILIO INC $316.48万0.01%15,338 10,134194.7% $209.10万 加仓
TACK CAPITOL SER TR $317.82万0.01%100,482 9,19410.1% $29.08万 加仓
TROW PRICE T ROWE GROUP INC $317.88万0.01%27,961 -2,857-9.3% -$32.48万 减仓
FDMO FIDELITY COVINGTON TRUST $318.23万0.01%32,285 9,55842.1% $94.21万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $318.89万0.01%19,981 -318-1.6% -$5.08万 减仓
HST HOST HOTELS & RESORTS INC $319.03万0.01%134,554 -33,137-19.8% -$78.57万 减仓
UGI UGI CORP NEW $321.90万0.01%93,195 7690.8% $2.66万 加仓
HSY HERSHEY CO $322.24万0.01%18,367 -6,357-25.7% -$111.53万 减仓
ED CONSOLIDATED EDISON INC $322.35万0.01%29,138 9,42047.8% $104.21万 加仓
FENY FIDELITY COVINGTON TRUST $322.55万0.01%109,117 5,7415.6% $16.97万 加仓
JSML JANUS DETROIT STR TR $323.08万0.01%34,719 2,6278.2% $24.45万 加仓
RODM LATTICE STRATEGIES TR $323.28万0.01%80,000 -263-0.3% -$1.06万 减仓
MISL FIRST TR EXCHANGE-TRADED FD $324.13万0.01%70,817 -335,587-82.6% -$1,535.98万 减仓
XYLD GLOBAL X FDS $324.22万0.01%79,486 1190.1% $4,854 加仓
AVUS AMERICAN CENTY ETF TR $324.47万0.01%25,333 810.3% $1.04万 加仓
BIIB BIOGEN INC $324.90万0.01%15,037 2,00615.4% $43.34万 加仓
EXE EXPAND ENERGY CORPORATION $325.30万0.01%35,673 27,492336.0% $250.70万 加仓
USMF WISDOMTREE TR $325.87万0.01%60,076 -2,172-3.5% -$11.78万 减仓
HSBC HSBC HLDGS PLC $327.23万0.01%34,412 4,30714.3% $40.96万 加仓
EOSE EOS ENERGY ENTERPRISES INC $328.17万0.01%558,108 -435,531-43.8% -$256.09万 减仓
LQTI FIRST TR EXCHANGE-TRADED FD $328.91万0.01%170,330 7480.4% $1.44万 加仓