NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RSPF | INVESCO EXCHANGE TRADED FD T | $228.72万 | 0.01% | 32,038 | -118,646 | -78.7% | -$847.03万 | 减仓 |
| CARY | ANGEL OAK | $228.82万 | 0.01% | 110,153 | 9,057 | 9.0% | $18.81万 | 加仓 |
| EZU | ISHARES INC | $230.47万 | 0.01% | 36,793 | -82 | -0.2% | -$5,136 | 减仓 |
| FBK | FB FINL CORP | $230.62万 | 0.01% | 44,401 | -2,874 | -6.1% | -$14.93万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $231.36万 | 0.01% | 10,578 | 2,012 | 23.5% | $44.01万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $231.47万 | 0.01% | 53,693 | -1,007 | -1.8% | -$4.34万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $232.45万 | 0.01% | 31,563 | 31,563 | — | $232.45万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $232.47万 | 0.01% | 246,001 | -13,729 | -5.3% | -$12.97万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $232.68万 | 0.01% | 104,476 | 81,213 | 349.1% | $180.87万 | 加仓 |
| MKL | MARKEL GROUP INC | $234.09万 | 0.01% | 1,223 | -38 | -3.0% | -$7.27万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $234.35万 | 0.01% | 11,958 | -1,552 | -11.5% | -$30.42万 | 减仓 |
| ANGL | VANECK ETF TRUST | $234.89万 | 0.01% | 81,787 | 1,361 | 1.7% | $3.91万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $234.92万 | 0.01% | 164,508 | -28,578 | -14.8% | -$40.81万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $235.52万 | 0.01% | 52,986 | -1,356 | -2.5% | -$6.03万 | 减仓 |
| ACWI | ISHARES TR | $235.56万 | 0.01% | 17,024 | 3,758 | 28.3% | $52.00万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $236.40万 | 0.01% | 51,900 | 1,211 | 2.4% | $5.52万 | 加仓 |
| PTRB | PGIM ETF TR | $236.64万 | 0.01% | 57,007 | 57,007 | — | $236.64万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $236.93万 | 0.01% | 92,877 | 21,360 | 29.9% | $54.49万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $237.22万 | 0.01% | 314,614 | -25,834 | -7.6% | -$19.48万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $237.87万 | 0.01% | 55,062 | 32,330 | 142.2% | $139.67万 | 加仓 |
| SRE | SEMPRA | $238.54万 | 0.01% | 24,549 | -1,787 | -6.8% | -$17.36万 | 减仓 |
| BIIB | BIOGEN INC | $238.90万 | 0.01% | 13,031 | -8,017 | -38.1% | -$146.98万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $239.02万 | 0.01% | 79,487 | 15,602 | 24.4% | $46.92万 | 加仓 |
| GPN | GLOBAL PMTS INC | $239.31万 | 0.01% | 35,559 | -244 | -0.7% | -$1.64万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $239.72万 | 0.01% | 62,144 | -2,342 | -3.6% | -$9.03万 | 减仓 |
| PAAA | PGIM ETF TR | $239.88万 | 0.01% | 46,870 | 44,697 | 2,056.9% | $228.76万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $239.94万 | 0.01% | 57,734 | 34 | 0.1% | $1,413 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $240.03万 | 0.01% | 53,810 | -5,267 | -8.9% | -$23.49万 | 减仓 |
| PWR | QUANTA SERVICES | $240.65万 | 0.01% | 4,383 | -16,508 | -79.0% | -$906.37万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $241.45万 | 0.01% | 45,746 | 245 | 0.5% | $1.29万 | 加仓 |
| TDV | PROSHARES TR | $241.55万 | 0.01% | 28,516 | -75 | -0.3% | -$6,353 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $242.95万 | 0.01% | 15,622 | -10,574 | -40.4% | -$164.44万 | 减仓 |
| VICI | VICI PPTYS INC | $243.44万 | 0.01% | 89,107 | 3,175 | 3.7% | $8.67万 | 加仓 |
| EUSB | ISHARES TR | $243.57万 | 0.01% | 55,992 | 16,255 | 40.9% | $70.71万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $243.72万 | 0.01% | 51,768 | -4,782 | -8.5% | -$22.51万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $243.92万 | 0.01% | 15,012 | -11,629 | -43.7% | -$188.95万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $243.94万 | 0.01% | 78,792 | -7,186 | -8.4% | -$22.25万 | 减仓 |
| TUSI | TOUCHSTONE ETF TRUST | $244.56万 | 0.01% | 96,588 | 15,954 | 19.8% | $40.40万 | 加仓 |
| SDIV | GLOBAL X FDS | $244.82万 | 0.01% | 96,922 | 5,444 | 6.0% | $13.75万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $245.20万 | 0.01% | 49,515 | -22,407 | -31.2% | -$110.96万 | 减仓 |
| — | GREENE CNTY BANCORP INC | $245.38万 | 0.01% | 109,495 | -5,625 | -4.9% | -$12.61万 | 减仓 |
| GFI | GOLD FIELDS LTD | $246.21万 | 0.01% | 54,231 | 19,670 | 56.9% | $89.30万 | 加仓 |
| PPG | PPG INDS INC | $246.27万 | 0.01% | 23,042 | 9,397 | 68.9% | $100.44万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $247.35万 | 0.01% | 17,315 | -708 | -3.9% | -$10.11万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $247.67万 | 0.01% | 86,185 | 12,520 | 17.0% | $35.98万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $248.07万 | 0.01% | 34,235 | -808 | -2.3% | -$5.85万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $248.33万 | 0.01% | 30,105 | -802 | -2.6% | -$6.62万 | 减仓 |
| IBB | ISHARES TR | $248.78万 | 0.01% | 14,734 | -504 | -3.3% | -$8.51万 | 减仓 |
| MLI | MUELLER INDS INC | $248.81万 | 0.01% | 22,456 | 2,136 | 10.5% | $23.67万 | 加仓 |
| VTRS | VIATRIS INC | $249.85万 | 0.01% | 184,938 | 86,959 | 88.8% | $117.48万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $251.62万 | 0.01% | 16,633 | -7,489 | -31.0% | -$113.29万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $251.84万 | 0.01% | 151,619 | -37,330 | -19.8% | -$62.01万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $254.42万 | 0.01% | 14,134 | 1,865 | 15.2% | $33.57万 | 加仓 |
| WCC | WESCO INTL INC | $255.29万 | 0.01% | 9,330 | 4,479 | 92.3% | $122.56万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $255.36万 | 0.01% | 9,043 | 1,474 | 19.5% | $41.62万 | 加仓 |
| OGE | OGE ENERGY CORP | $255.41万 | 0.01% | 53,255 | 5,173 | 10.8% | $24.81万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $255.91万 | 0.01% | 32,173 | 7,798 | 32.0% | $62.03万 | 加仓 |
| VCR | VANGUARD WORLD FD | $256.34万 | 0.01% | 7,140 | 192 | 2.8% | $6.89万 | 加仓 |
| TRV | TRAVELERS COS | $256.65万 | 0.01% | 8,799 | -23,000 | -72.3% | -$670.87万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $257.19万 | 0.01% | 234,235 | 171,251 | 271.9% | $188.03万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $257.26万 | 0.01% | 30,299 | 502 | 1.7% | $4.26万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $257.35万 | 0.01% | 60,984 | 40,369 | 195.8% | $170.36万 | 加仓 |
| ECG | EVERUS CONSTRUCTION | $257.39万 | 0.01% | 21,802 | -6,752 | -23.6% | -$79.71万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $257.74万 | 0.01% | 20,299 | -771 | -3.7% | -$9.79万 | 减仓 |
| SNPS | SYNOPSYS INC | $258.51万 | 0.01% | 6,521 | -7,100 | -52.1% | -$281.47万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $259.16万 | 0.01% | 143,818 | -10,696 | -6.9% | -$19.27万 | 减仓 |
| XBI | SPDR SERIES TRUST | $260.18万 | 0.01% | 20,370 | -549 | -2.6% | -$7.01万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $260.59万 | 0.01% | 117,279 | 75,530 | 180.9% | $167.83万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $261.02万 | 0.01% | 107,504 | 884 | 0.8% | $2.15万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $261.31万 | 0.01% | 9,794 | -13 | -0.1% | -$3,468 | 减仓 |
| VIS | VANGUARD WORLD FD | $261.56万 | 0.01% | 8,378 | 4,632 | 123.7% | $144.61万 | 加仓 |
| NUSC | NUSHARES ETF TR | $261.80万 | 0.01% | 58,101 | -8,987 | -13.4% | -$40.49万 | 减仓 |
| LGH | NORTHERN LTS FD TR III | $261.98万 | 0.01% | 45,995 | 24,322 | 112.2% | $138.53万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $262.44万 | 0.01% | 83,104 | 14,276 | 20.7% | $45.08万 | 加仓 |
| YUM | YUM BRANDS INC | $262.52万 | 0.01% | 16,884 | -150 | -0.9% | -$2.33万 | 减仓 |
| — | INVESCO DORSEY | $262.86万 | 0.01% | 21,936 | 21,936 | — | $262.86万 | 新建仓 |
| GMED | GLOBUS MED INC | $263.13万 | 0.01% | 30,540 | 5,091 | 20.0% | $43.86万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $263.76万 | 0.01% | 60,190 | 26,945 | 81.0% | $118.07万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $263.90万 | 0.01% | 70,391 | 18,605 | 35.9% | $69.75万 | 加仓 |
| TBIL | RBB FD INC | $264.53万 | 0.01% | 53,055 | 8,946 | 20.3% | $44.60万 | 加仓 |
| UTES | ETFIS SER TR I | $265.98万 | 0.01% | 33,289 | 13,503 | 68.2% | $107.89万 | 加仓 |
| MGC | VANGUARD WORLD FD | $266.26万 | 0.01% | 11,266 | 3,648 | 47.9% | $86.22万 | 加仓 |
| ROST | ROSS STORES INC | $267.36万 | 0.01% | 12,341 | -2,810 | -18.5% | -$60.88万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $269.12万 | 0.01% | 23,324 | 3,509 | 17.7% | $40.49万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $269.25万 | 0.01% | 28,852 | -927 | -3.1% | -$8.65万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $269.94万 | 0.01% | 151,738 | 37,393 | 32.7% | $66.52万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $270.67万 | 0.01% | 121,215 | 3,246 | 2.8% | $7.25万 | 加仓 |
| FEGE | RBB FUND TRUST | $271.97万 | 0.01% | 57,866 | 44,807 | 343.1% | $210.59万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $272.43万 | 0.01% | 66,723 | -6,225 | -8.5% | -$25.42万 | 减仓 |
| EQIX | EQUINIX INC | $273.16万 | 0.01% | 2,787 | -384 | -12.1% | -$37.64万 | 减仓 |
| — | DRILLING TOOLS INTL CORP | $273.60万 | 0.01% | 78,514 | 78,514 | — | $273.60万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $274.13万 | 0.01% | 66,584 | 7,611 | 12.9% | $31.33万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $275.55万 | 0.01% | 25,604 | -12,979 | -33.6% | -$139.68万 | 减仓 |
| TRP | TC ENERGY CORP | $275.89万 | 0.01% | 44,072 | -11,318 | -20.4% | -$70.85万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $275.97万 | 0.01% | 65,365 | 12,113 | 22.7% | $51.14万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $276.38万 | 0.01% | 91,670 | 4,524 | 5.2% | $13.64万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $277.36万 | 0.01% | 26,278 | -26,728 | -50.4% | -$282.11万 | 减仓 |
| REVS | COLUMBIA RESEARCH | $277.38万 | 0.01% | 96,918 | -18,492 | -16.0% | -$52.92万 | 减仓 |
| RYLD | GLOBAL X FDS | $277.48万 | 0.01% | 185,603 | 9,998 | 5.7% | $14.95万 | 加仓 |
| TACK | CAPITOL SER TR | $277.50万 | 0.01% | 91,288 | 5,617 | 6.6% | $17.07万 | 加仓 |