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
ACWV ISHARES INC $350.96万0.01%29,366 2771.0% $3.31万 加仓
FENY FIDELITY COVINGTON TRUST $351.69万0.01%103,376 -24,328-19.1% -$82.76万 减仓
SCHO SCHWAB STRATEGIC TR $352.13万0.01%145,087 16,19912.6% $39.31万 加仓
TLN TALEN ENERGY CORP $352.99万0.01%13,052 -6,207-32.2% -$167.87万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $353.07万0.01%30,162 -4,886-13.9% -$57.19万 减仓
CBOE CBOE GLOBAL MKTS INC $354.79万0.01%12,623 20.0% $562 加仓
APA APA CORPORATION $354.86万0.01%83,615 34,25269.4% $145.37万 加仓
CNQ CANADIAN NAT RES LTD MED TER $355.37万0.01%72,926 -8,425-10.4% -$41.06万 减仓
COIN COINBASE GLOBAL INC $356.27万0.01%20,404 2,68515.2% $46.88万 加仓
EFAA INVESCO MSCI $356.54万0.01%67,603 25,47960.5% $134.38万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $359.55万0.01%68,033 -64,582-48.7% -$341.32万 减仓
CDL VICTORY PORTFOLIOS II $360.55万0.01%48,385 -1,680-3.4% -$12.52万 减仓
SUSC ISHARES TR $360.65万0.01%155,872 51,49849.3% $119.15万 加仓
JOET VIRTUS ETF TR II $362.52万0.01%90,563 -3,980-4.2% -$15.93万 减仓
BKR BAKER HUGHES COMPANY $362.57万0.01%59,390 21,04754.9% $128.49万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $363.11万0.01%33,204 -1,223-3.6% -$13.37万 减仓
SYY SYSCO CORP $363.15万0.01%50,912 -1,021-2.0% -$7.28万 减仓
JSMD JANUS DETROIT STR TR $364.50万0.01%45,935 41,277886.2% $327.54万 加仓
IXN ISHARES TR $366.43万0.01%36,654 -1,257-3.3% -$12.57万 减仓
OVV OVINTIV INC $367.01万0.01%61,829 61,65134,635.4% $365.96万 加仓
IBTM ISHARES IBONDS $367.13万0.01%160,108 -12,074-7.0% -$27.69万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $367.83万0.01%146,925 124,182546.0% $310.89万 加仓
OXY OCCIDENTAL PETE CORP $368.19万0.01%56,645 6951.2% $4.52万 加仓
ELS EQUITY LIFESTYLE PROPERTIES $368.21万0.01%58,989 58,980655,333.3% $368.15万 加仓
STT STATE STR CORP $368.31万0.01%29,102 -3,255-10.1% -$41.19万 减仓
EVTR MORGAN STANLEY ETF TRUST $368.94万0.01%72,698 29,57568.6% $150.09万 加仓
IBHG ISHARES TR $369.39万0.01%166,920 14,0139.2% $31.01万 加仓
EVMO EATON VANCE $369.52万0.01%73,435 32,24978.3% $162.28万 加仓
FTCS FIRST TRUST $369.87万0.01%39,874 -188,325-82.5% -$1,746.91万 减仓
MTG MGIC INVT CORP WIS $370.68万0.01%141,211 2,5591.8% $6.72万 加仓
VAW VANGUARD WORLD FD $372.80万0.01%16,543 13,575457.4% $305.91万 加仓
FEMS FIRST TR EXCH TRD ALPHDX FD $373.36万0.01%81,963 3,8174.9% $17.39万 加仓
SNY SANOFI SA $373.40万0.01%77,501 12,17218.6% $58.64万 加仓
VDC VANGUARD WORLD FD $373.67万0.01%16,638 3,13723.2% $70.45万 加仓
SRLN SSGA ACTIVE ETF TR $374.45万0.01%93,287 2,5102.8% $10.08万 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $375.77万0.01%433,910 -8,509-1.9% -$7.37万 减仓
PKG PACKAGING CORP AMER $376.91万0.01%17,760 -1,012-5.4% -$21.48万 减仓
BILZ PIMCO ETF TR $379.42万0.01%37,578 37,578— $379.42万 新建仓
TDG TRANSDIGM GROUP INC $382.16万0.01%3,297 110.3% $1.28万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $382.23万0.01%76,264 18,03931.0% $90.41万 加仓
NWSA NEWS CORP NEW $382.81万0.01%153,553 43,32439.3% $108.01万 加仓
TIP ISHARES TR $383.37万0.01%34,738 -11,077-24.2% -$122.25万 减仓
SPIB SPDR SERIES TRUST $386.26万0.01%115,165 76,912201.1% $257.96万 加仓
IVES WEDBUSH SER TR $386.28万0.01%136,159 6,0854.7% $17.26万 加仓
OWL BLUE OWL CAPITAL INC $391.63万0.01%428,949 74,92621.2% $68.41万 加仓
EXC EXELON CORP $393.05万0.01%80,181 -197-0.2% -$9,657 减仓
HBAN HUNTINGTON BANCSHARES INC $394.66万0.01%252,180 -38,832-13.3% -$60.77万 减仓
FTHY FIRST TR HIGH YIELD OPPRT 20 $394.99万0.01%291,934 -25,851-8.1% -$34.98万 减仓
DMC FRESH DEL MONTE PRODUCE INC $396.93万0.01%98,591 14,28916.9% $57.53万 加仓
EPAM EPAM SYS INC $397.15万0.01%29,332 7,36733.5% $99.75万 加仓
BBY BEST BUY INC $397.29万0.01%61,883 -6,816-9.9% -$43.76万 减仓
NRG NRG ENERGY INC $397.33万0.01%27,188 -18,247-40.2% -$266.67万 减仓
NULG NUSHARES ETF TR $397.72万0.01%43,735 -2,549-5.5% -$23.18万 减仓
FESM FIDELITY COVINGTON TRUST $402.56万0.01%105,938 6,4406.5% $24.47万 加仓
USIG ISHARES TR $403.51万0.01%78,765 2,1792.8% $11.16万 加仓
HOOD ROBINHOOD MKTS INC $403.57万0.01%58,235 -76,881-56.9% -$532.79万 减仓
SKT TANGER INC $404.06万0.01%118,911 17,29717.0% $58.78万 加仓
MCO MOODYS CORP $405.86万0.01%9,303 3,66765.1% $159.98万 加仓
PSA PUBLIC STORAGE OPER CO $406.31万0.01%14,999 -2,453-14.1% -$66.45万 减仓
COHR COHERENT CORP $407.01万0.01%17,086 3,95230.1% $94.14万 加仓
IJT ISHARES TR $408.96万0.01%28,261 2,3068.9% $33.37万 加仓
AG FIRST MAJESTIC SILVER CORP $409.59万0.01%220,814 -75,722-25.5% -$140.46万 减仓
BSX BOSTON SCIENTIFIC CORP $410.77万0.01%65,461 -27,583-29.6% -$173.08万 减仓
PNFP PINNACLE FINL PARTNERS INC $412.17万0.01%47,848 47,848— $412.17万 新建仓
ICOW PACER FDS TR $412.90万0.01%97,291 -27,914-22.3% -$118.47万 减仓
ROUS LATTICE STRATEGIES TR $413.01万0.01%69,954 11,23919.1% $66.36万 加仓
— EA SERIES TRUST $414.55万0.01%237,915 710.0% $1,237 加仓
F FORD MTR CO $416.39万0.02%360,824 19,7045.8% $22.74万 加仓
XYL XYLEM INC $417.33万0.02%34,923 -8,140-18.9% -$97.27万 减仓
DLR DIGITAL RLTY TR INC $420.23万0.02%23,319 -565-2.4% -$10.18万 减仓
VTWO VANGUARD SCOTTSDALE FDS $420.98万0.02%42,027 -389-0.9% -$3.90万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $421.70万0.02%26,544 -1,460-5.2% -$23.19万 减仓
FSTA FIDELITY COVINGTON TRUST $422.74万0.02%80,783 -1,779-2.2% -$9.31万 减仓
BE BLOOM ENERGY CORP $425.38万0.02%31,396 4,58017.1% $62.05万 加仓
TTE TOTALENERGIES SE $426.24万0.02%46,850 3,0426.9% $27.68万 加仓
IRM IRON MTN INC DEL $427.13万0.02%41,818 16,69266.4% $170.49万 加仓
TCHP T ROWE PRICE ETF INC $427.69万0.02%96,807 10,81312.6% $47.77万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $428.42万0.02%26,977 -6,057-18.3% -$96.19万 减仓
OMC OMNICOM GROUP INC $429.57万0.02%57,040 12,42527.8% $93.57万 加仓
JNK SPDR SERIES TRUST $430.55万0.02%44,980 11,81335.6% $113.07万 加仓
EQT EQT CORP $431.61万0.02%82,383 -24,197-22.7% -$126.77万 减仓
BSMQ INVESCO EXCH TRD SLF IDX FD $432.75万0.02%183,173 10,3696.0% $24.50万 加仓
NULV NUSHARES ETF TR $433.05万0.02%95,175 -11,403-10.7% -$51.88万 减仓
FUTY FIDELITY COVINGTON TRUST $435.65万0.02%73,751 4,9017.1% $28.95万 加仓
MET METLIFE INC $435.80万0.02%61,624 -5,327-8.0% -$37.67万 减仓
EMLC VANECK ETF TRUST $436.02万0.02%173,646 -301,649-63.5% -$757.44万 减仓
CNEQ THE ALGER ETF TRUST $436.60万0.02%140,295 -19,943-12.4% -$62.06万 减仓
— INVESCO QUALITY MUN INCOME T $438.18万0.02%455,485 52,44313.0% $50.45万 加仓
HCA HCA HEALTHCARE INC $440.56万0.02%9,309 3,02548.1% $143.16万 加仓
NUVB NUVATION BIO INC $442.35万0.02%1,031,112 78,9468.3% $33.87万 加仓
KE KIMBALL ELECTRONICS $443.44万0.02%187,186 80,00074.6% $189.52万 加仓
NUE NUCOR CORP $444.60万0.02%26,292 -367-1.4% -$6.21万 减仓
NDAQ NASDAQ INC $445.48万0.02%52,477 -852-1.6% -$7.23万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $445.78万0.02%387,632 15,7974.2% $18.17万 加仓
RJF RAYMOND JAMES FINL INC $449.14万0.02%31,020 -880-2.8% -$12.74万 减仓
— INNOVATOR ETFS TRUST $450.10万0.02%236,894 32,06315.7% $60.92万 加仓
NBIS NEBIUS GROUP N.V. $450.12万0.02%43,381 -24,129-35.7% -$250.36万 减仓
WTV WISDOMTREE TR $451.06万0.02%47,616 1,1852.6% $11.23万 加仓
FITB FIFTH THIRD BANCORP $451.86万0.02%97,259 13,53616.2% $62.89万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $452.17万0.02%257,974 44,83621.0% $78.59万 加仓