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
BKR BAKER HUGHES COMPANY $329.36万0.01%59,344 -46-0.1% -$2,553 减仓
EMHC SPDR SERIES TRUST $329.46万0.01%129,504 7,4646.1% $18.99万 加仓
DFIV DIMENSIONAL ETF TRUST $331.02万0.01%61,277 15,53134.0% $83.90万 加仓
FEGE RBB FUND TRUST $331.74万0.01%67,813 9,94717.2% $48.66万 加仓
FELG FIDELITY COVINGTON TRUST $332.26万0.01%75,944 5,5537.9% $24.29万 加仓
SCHP SCHWAB STRATEGIC TR $332.37万0.01%125,424 48,06562.1% $127.37万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $332.54万0.01%120,137 97,405428.5% $269.62万 加仓
HMOP HARTFORD FDS EXCHANGE TRADED $333.27万0.01%85,138 -2,612-3.0% -$10.22万 减仓
APA APA CORPORATION $333.52万0.01%102,402 18,78722.5% $61.19万 加仓
PSC PRINCIPAL EXCHANGE TRADED FD $333.95万0.01%47,623 12,43935.4% $87.23万 加仓
DFGP DIMENSIONAL ETF TRUST $336.07万0.01%61,709 -830-1.3% -$4.52万 减仓
MNST MONSTER BEVERAGE CORP NEW $336.62万0.01%35,021 7862.3% $7.55万 加仓
LGH NORTHERN LTS FD TR III $337.02万0.01%52,857 6,86214.9% $43.75万 加仓
INCM FRANKLIN TEMPLETON ETF TR $337.39万0.01%116,926 -117-0.1% -$3,376 减仓
BUFP PGIM ROCK ETF TR $337.41万0.01%105,277 71,576212.4% $229.40万 加仓
STLD STEEL DYNAMICS INC $337.50万0.01%14,708 5744.1% $13.17万 加仓
ESGV VANGUARD WORLD FD $337.70万0.01%25,537 5432.2% $7.18万 加仓
VFH VANGUARD WORLD FD $338.55万0.01%25,725 -2,070-7.4% -$27.24万 减仓
SPSB SPDR SERIES TRUST $339.58万0.01%113,154 33,66742.4% $101.04万 加仓
SPGP INVESCO EXCHANGE TRADED FD T $339.84万0.01%27,790 2,1868.5% $26.73万 加仓
EVTR MORGAN STANLEY ETF TRUST $340.05万0.01%67,058 -5,640-7.8% -$28.60万 减仓
URI UNITED RENTALS INC $340.11万0.01%3,002 1,545106.0% $175.04万 加仓
CDL VICTORY PORTFOLIOS II $342.12万0.01%44,103 -4,282-8.8% -$33.22万 减仓
JEF JEFFERIES FINANCIAL GROUP IN $342.75万0.01%68,577 29,89977.3% $149.44万 加仓
ALAI THE ALGER ETF TRUST $344.06万0.01%75,386 -22,400-22.9% -$102.23万 减仓
AXON AXON ENTERPRISE INC $344.29万0.01%6,141 82615.5% $46.31万 加仓
TMSL T ROWE PRICE EXCHANGE-TRADED $344.43万0.01%78,548 -387-0.5% -$1.70万 减仓
INMU BLACKROCK ETF TRUST II $344.66万0.01%142,128 85,750152.1% $207.94万 加仓
OUSA ALPS ETF TR $345.32万0.01%59,201 5,51310.3% $32.16万 加仓
EWBC EAST WEST BANCORP INC $345.54万0.01%26,768 7,54139.2% $97.35万 加仓
VTES VANGUARD WELLINGTON FD $348.74万0.01%34,423 5,03117.1% $50.97万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $349.23万0.01%43,031 6251.5% $5.07万 加仓
GWX SPDR INDEX SHS FDS $349.67万0.01%79,907 11,23016.4% $49.14万 加仓
DFAU DIMENSIONAL ETF TRUST $349.75万0.01%67,664 2,9444.5% $15.22万 加仓
VCRM VANGUARD MUN BD FDS $350.56万0.01%45,885 8,77323.6% $67.03万 加仓
VICI VICI PPTYS INC $350.60万0.01%132,052 42,94548.2% $114.02万 加仓
VIS VANGUARD WORLD FD $351.46万0.01%9,753 1,37516.4% $49.55万 加仓
AG FIRST MAJESTIC SILVER CORP $354.24万0.01%208,870 -11,944-5.4% -$20.26万 减仓
SPIB SPDR SERIES TRUST $354.88万0.01%106,063 -9,102-7.9% -$30.46万 减仓
ARCC ARES CAPITAL CORP $355.69万0.01%191,952 48,13433.5% $89.19万 加仓
CINF CINCINNATI FINL CORP $356.98万0.01%19,281 6053.2% $11.20万 加仓
IBTM ISHARES IBONDS $358.46万0.01%157,946 -2,162-1.4% -$4.91万 减仓
IGV ISHARES TR $358.48万0.01%39,568 1,7624.7% $15.96万 加仓
NVO NOVO-NORDISK A S $358.75万0.01%74,834 -5,402-6.7% -$25.90万 减仓
TIPX SPDR SERIES TRUST $359.26万0.01%189,782 15,6789.0% $29.68万 加仓
BBY BEST BUY INC $359.61万0.01%47,392 -14,491-23.4% -$109.96万 减仓
AOA ISHARES TR $360.01万0.01%36,886 -2,536-6.4% -$24.75万 减仓
EVRG EVERGY INC $360.55万0.01%41,720 15,35858.3% $132.73万 加仓
RJF RAYMOND JAMES FINL INC $361.41万0.01%23,772 -7,248-23.4% -$110.19万 减仓
HQH ABRDN HEALTHCARE INVESTORS $361.59万0.01%164,510 12,7728.4% $28.07万 加仓
— BARCLAYS PLC $363.41万0.01%79,367 39,23997.8% $179.67万 加仓
NBSD NEUBERGER BERMAN ETF TRUST $365.05万0.01%72,279 8,61313.5% $43.50万 加仓
HBAN HUNTINGTON BANCSHARES INC $365.71万0.01%206,268 -45,912-18.2% -$81.40万 减仓
— GREENE CNTY BANCORP INC $366.82万0.01%109,206 -289-0.3% -$9,708 减仓
FSLR FIRST SOLAR INC $367.34万0.01%15,568 -447-2.8% -$10.55万 减仓
TTE TOTALENERGIES SE $367.51万0.01%47,262 4120.9% $3.20万 加仓
VDC VANGUARD WORLD FD $367.66万0.01%16,304 -334-2.0% -$7.53万 减仓
MTZ MASTEC INC $367.84万0.01%8,841 5,409157.6% $225.05万 加仓
MCO MOODYS CORP $368.10万0.01%8,127 -1,176-12.6% -$53.26万 减仓
KMX CARMAX INC $368.17万0.01%69,611 430.1% $2,274 加仓
WCC WESCO INTL INC $368.63万0.01%10,672 1,34214.4% $46.36万 加仓
ROST ROSS STORES INC $369.35万0.01%17,353 5,01240.6% $106.68万 加仓
— AIM ETF PRODUCTS TRUST $370.46万0.01%129,064 14,09312.3% $40.45万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $371.55万0.01%73,349 14,63124.9% $74.11万 加仓
IBB ISHARES TR $373.18万0.01%19,622 4,88833.2% $92.96万 加仓
ECG EVERUS CONSTRUCTION $373.45万0.01%22,504 7023.2% $11.65万 加仓
IHI ISHARES TR $373.81万0.01%75,655 13,34121.4% $65.92万 加仓
BTX BLACKROCK TECH AND PRIVATE E $374.63万0.01%414,875 221,371114.4% $199.90万 加仓
A AGILENT TECHNOLOGIES INC $377.98万0.01%28,456 10,50558.5% $139.54万 加仓
HEDG SERIES PORTFOLIOS TR $379.22万0.01%126,407 10,4949.1% $31.48万 加仓
PWR QUANTA SERVICES $380.07万0.01%5,278 89520.4% $64.45万 加仓
BILZ PIMCO ETF TR $380.93万0.01%37,742 1640.4% $1.66万 加仓
SNPS SYNOPSYS INC $381.64万0.01%8,556 2,03531.2% $90.77万 加仓
FDD FIRST TR EXCHANGE-TRADED FD $382.39万0.01%206,138 36,06921.2% $66.91万 加仓
OXY OCCIDENTAL PETE CORP $382.87万0.01%78,828 22,18339.2% $107.74万 加仓
COWG PACER FDS TR $382.97万0.01%95,393 -2,349-2.4% -$9.43万 减仓
BKDV BNY MELLON ETF TRUST II $383.09万0.01%114,388 97,613581.9% $326.91万 加仓
DFEV DIMENSIONAL ETF TRUST $383.69万0.01%89,928 2,3072.6% $9.84万 加仓
ISTB ISHARES TR $384.47万0.01%79,682 13,81421.0% $66.65万 加仓
TDG TRANSDIGM GROUP INC $384.65万0.01%2,887 -410-12.4% -$54.63万 减仓
HYMB SPDR SERIES TRUST $386.19万0.01%151,803 20,49015.6% $52.13万 加仓
DOV DOVER CORP $386.62万0.01%17,239 7744.7% $17.36万 加仓
HCA HCA HEALTHCARE INC $386.72万0.01%9,918 6096.5% $23.75万 加仓
SMLF ISHARES TR $387.06万0.01%43,421 -1,648-3.7% -$14.69万 减仓
EQT EQT CORP $387.30万0.01%72,842 -9,541-11.6% -$50.73万 减仓
NRG NRG ENERGY INC $389.66万0.01%26,679 -509-1.9% -$7.43万 减仓
HLT HILTON WORLDWIDE HLDGS INC $391.02万0.01%11,833 4,84869.4% $160.20万 加仓
IBMS ISHARES TR $391.87万0.01%151,475 31,35226.1% $81.11万 加仓
KR KROGER CO $391.89万0.01%70,573 7,88112.6% $43.76万 加仓
INCY INCYTE CORP $392.28万0.01%34,605 14,18969.5% $160.85万 加仓
SUSB ISHARES TR $392.73万0.01%157,156 121,558341.5% $303.77万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $393.33万0.01%35,260 3,0879.6% $34.44万 加仓
FIS FIDELITY NATL INFORMATION SV $394.81万0.01%101,546 -32,783-24.4% -$127.46万 减仓
ES EVERSOURCE ENERGY $395.94万0.01%54,786 9,92822.1% $71.75万 加仓
CDNS CADENCE DESIGN SYSTEM INC $396.51万0.01%10,565 -151-1.4% -$5.67万 减仓
CBOE CBOE GLOBAL MKTS INC $396.89万0.01%16,355 3,73229.6% $90.56万 加仓
ALAB ASTERA LABS INC $396.98万0.01%8,219 -1,729-17.4% -$83.51万 减仓
SRLN SSGA ACTIVE ETF TR $397.13万0.01%98,568 5,2815.7% $21.28万 加仓
FMDE FIDELITY COVINGTON TRUST $399.63万0.01%98,480 13,27515.6% $53.87万 加仓
DEHP DIMENSIONAL ETF TRUST $401.16万0.01%93,795 3,0813.4% $13.18万 加仓