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
MPLX MPLX LP $523.88万0.02%93,002 10,20312.3% $57.47万 加仓
BG BUNGE GLOBAL SA $525.70万0.02%49,256 6,78816.0% $72.45万 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $526.01万0.02%310,329 5,2101.7% $8.83万 加仓
EFAA INVESCO ACTIVELY MANAGED EXC $528.17万0.02%94,722 27,11940.1% $151.22万 加仓
SPTM SPDR SERIES TRUST $528.57万0.02%58,219 -2,105-3.5% -$19.11万 减仓
SCHV SCHWAB STRATEGIC TR $530.44万0.02%152,382 1,6571.1% $5.77万 加仓
IHDG WISDOMTREE TR $532.94万0.02%101,745 3,7793.9% $19.79万 加仓
PNFP PINNACLE FINL PARTNERS INC $533.75万0.02%52,910 5,06210.6% $51.07万 加仓
TCHP T ROWE PRICE EXCHANGE-TRADED $534.00万0.02%106,608 9,80110.1% $49.09万 加仓
IXN ISHARES TR $534.58万0.02%37,000 3460.9% $5.00万 加仓
RPG INVESCO EXCHANGE TRADED FD T $534.78万0.02%83,756 40,68094.4% $259.74万 加仓
PAAA PGIM ETF TR $536.03万0.02%104,551 57,681123.1% $295.73万 加仓
FBP FIRST BANCORP CORPORATION $536.34万0.02%205,731 61,62442.8% $160.65万 加仓
NWSA NEWS CORP NEW $537.70万0.02%216,552 62,99941.0% $156.43万 加仓
DFUS DIMENSIONAL ETF TRUST $538.30万0.02%65,694 -19,333-22.7% -$158.42万 减仓
DFAX DIMENSIONAL ETF TRUST $541.94万0.02%147,107 10,6727.8% $39.32万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $542.12万0.02%7,708 3064.1% $21.52万 加仓
IREN IREN LIMITED $542.25万0.02%118,577 89,116302.5% $407.53万 加仓
FDVV FIDELITY COVINGTON TRUST $542.45万0.02%89,973 -17,729-16.5% -$106.89万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $542.47万0.02%159,551 9,3346.2% $31.74万 加仓
XYL XYLEM INC $544.45万0.02%46,059 11,13631.9% $131.64万 加仓
DDWM WISDOMTREE TR $544.77万0.02%117,967 7,0456.4% $32.53万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $546.69万0.02%109,011 32,74742.9% $164.23万 加仓
ABNB AIRBNB INC $551.45万0.02%38,536 5531.5% $7.91万 加仓
NXPI NXP SEMICONDUCTORS N V $551.67万0.02%19,631 -22,021-52.9% -$618.83万 减仓
HYLS FIRST TR EXCHANGE-TRADED FD $552.20万0.02%135,843 -25,599-15.9% -$104.06万 减仓
IXUS ISHARES TR $552.34万0.02%57,874 5,54010.6% $52.87万 加仓
CPB THE CAMPBELLS COMPANY $557.74万0.02%250,443 145,967139.7% $325.07万 加仓
GM GENERAL MTRS CO $557.92万0.02%72,382 6,4989.9% $50.09万 加仓
TEL TE CONNECTIVITY PLC $559.38万0.02%27,746 2,0498.0% $41.31万 加仓
SHW SHERWIN WILLIAMS CO $560.01万0.02%16,264 -168-1.0% -$5.78万 减仓
IBHF ISHARES TR $563.55万0.02%248,808 10,6464.5% $24.11万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $563.59万0.02%224,896 73,41748.5% $183.98万 加仓
LECO LINCOLN ELEC HLDGS INC $567.88万0.02%21,388 17,139403.4% $455.06万 加仓
IGLB ISHARES TR $567.91万0.02%113,491 11,41511.2% $57.12万 加仓
— INVESCO QUALITY MUN INCOME T $568.10万0.02%561,365 105,88023.2% $107.15万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $571.32万0.02%57,949 -1,911-3.2% -$18.84万 减仓
SPTL SPDR SERIES TRUST $572.04万0.02%218,088 -384,848-63.8% -$1,009.45万 减仓
HDV ISHARES TR $572.35万0.02%208,811 23,31612.6% $63.91万 加仓
KKR KKR & CO INC $572.64万0.02%62,393 -2,256-3.5% -$20.71万 减仓
FDRR FIDELITY COVINGTON TRUST $577.20万0.02%88,964 5330.6% $3.46万 加仓
FTI TECHNIPFMC PLC $578.08万0.02%87,191 -10,118-10.4% -$67.08万 减仓
CPAI NORTHERN LTS FD TR III $578.15万0.02%111,269 77,610230.6% $403.26万 加仓
SPOT SPOTIFY TECHNOLOGY S A $579.90万0.02%12,630 -50,681-80.1% -$2,326.99万 减仓
— INNOVATOR ETFS TRUST $582.73万0.02%109,848 109,848— $582.73万 新建仓
FTMS PUTNAM FRANKLIN $584.74万0.02%587,973 8,6491.5% $8.60万 加仓
MEAR ISHARES U S ETF TR $584.75万0.02%116,068 13,68113.4% $68.92万 加仓
VTWO VANGUARD SCOTTSDALE FDS $587.01万0.02%48,346 6,31915.0% $76.72万 加仓
IVZ INVESCO LTD $587.29万0.02%222,541 155,038229.7% $409.15万 加仓
MSTR STRATEGY INC $588.56万0.02%67,705 13,37324.6% $116.25万 加仓
SCHA SCHWAB STRATEGIC TR $589.15万0.02%163,063 -2,926-1.8% -$10.57万 减仓
GVI ISHARES TR $589.35万0.02%55,549 4,7949.4% $50.86万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $589.47万0.02%486,357 98,72525.5% $119.65万 加仓
BKLC BNY MELLON ETF TRUST $589.67万0.02%41,123 -2,044-4.7% -$29.31万 减仓
SPYD SPDR SERIES TRUST $590.63万0.02%123,795 8,1497.0% $38.88万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $591.74万0.02%48,066 8,29120.8% $102.07万 加仓
FITB FIFTH THIRD BANCORP $592.17万0.02%105,051 7,7928.0% $43.92万 加仓
TAXF AMERICAN CENTY ETF TR $593.50万0.02%116,750 9,7739.1% $49.68万 加仓
SAP SAP SE $597.90万0.02%38,797 -174,685-81.8% -$2,692.07万 减仓
CAH CARDINAL HEALTH INC $601.18万0.02%25,306 -8,633-25.4% -$205.09万 减仓
RPV INVESCO EXCHANGE TRADED FD T $601.86万0.02%52,878 8,76619.9% $99.77万 加仓
CARR CARRIER GLOBAL CORPORATION $606.39万0.02%82,670 25,15043.7% $184.48万 加仓
NUE NUCOR CORP $610.93万0.02%27,427 1,1354.3% $25.28万 加仓
FLEX FLEX LTD $611.38万0.02%37,723 -13,186-25.9% -$213.71万 减仓
HECA ETF OPPORTUNITIES TRUST $611.62万0.02%224,036 -158,018-41.4% -$431.39万 减仓
MRSH MARSH & MCLENNAN COS INC $611.87万0.02%36,712 -17,993-32.9% -$299.89万 减仓
WTTR SELECT WATER SOLUTIONS INC $612.24万0.02%306,424 83,29637.3% $166.43万 加仓
CVNA CARVANA CO $613.90万0.02%93,271 -18,509-16.6% -$121.82万 减仓
FHN FIRST HORIZON CORPORATION $617.73万0.02%240,924 5,3992.3% $13.84万 加仓
SCCO SOUTHERN COPPER CORP $619.90万0.02%35,573 -5,337-13.0% -$93.00万 减仓
SKT TANGER INC $620.00万0.02%157,081 38,17032.1% $150.66万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $621.08万0.02%127,637 2,0141.6% $9.80万 加仓
MET METLIFE INC $626.13万0.02%74,002 12,37820.1% $104.73万 加仓
GWW WW GRAINGER INC $626.92万0.02%4,608 -202-4.2% -$27.48万 减仓
UCON FIRST TR EXCHNG TRADED FD VI $628.59万0.02%252,649 42,75420.4% $106.37万 加仓
EWY ISHARES INC $628.70万0.02%31,139 23,797324.1% $480.47万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $629.98万0.02%251,287 104,36271.0% $261.64万 加仓
VHT VANGUARD WORLD FD $631.27万0.02%21,112 4,04523.7% $120.95万 加仓
HPQ HP INC $635.86万0.02%289,817 -46,606-13.9% -$102.25万 减仓
DSI ISHARES TR $638.39万0.02%44,834 20,29082.7% $288.91万 加仓
FTXO FIRST TR EXCHANGE TRADED FD $640.47万0.02%154,964 4,9643.3% $20.52万 加仓
LQD ISHARES TR $643.08万0.02%58,960 -44,304-42.9% -$483.22万 减仓
MLPA GLOBAL X FDS $643.95万0.02%121,318 2,2981.9% $12.20万 加仓
NTRA NATERA INC $644.14万0.02%23,730 18,278335.3% $496.15万 加仓
EMB ISHARES TR $645.58万0.02%66,941 -35,903-34.9% -$346.25万 减仓
ULTA ULTA BEAUTY INC $652.46万0.02%14,468 -301-2.0% -$13.57万 减仓
PRFD PIMCO ETF TR $653.77万0.02%127,325 17,07915.5% $87.70万 加仓
IWV ISHARES TR $654.26万0.02%15,344 -1,132-6.9% -$48.27万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $655.47万0.02%16,949 -2,015-10.6% -$77.93万 减仓
IVES WEDBUSH SER TR $656.91万0.02%172,418 36,25926.6% $138.15万 加仓
MPWR MONOLITHIC PWR SYS INC $657.32万0.02%4,755 -442-8.5% -$61.10万 减仓
GNRC GENERAC HLDGS INC $659.05万0.02%22,508 19,926771.7% $583.45万 加仓
TSCO TRACTOR SUPPLY CO $659.39万0.02%208,600 -62,631-23.1% -$197.98万 减仓
FANG DIAMONDBACK ENERGY INC $661.30万0.02%37,621 -601-1.6% -$10.56万 减仓
IVLU ISHARES TR $662.53万0.02%158,425 -56,504-26.3% -$236.30万 减仓
CDC VICTORY PORTFOLIOS II $663.61万0.02%89,230 -5,870-6.2% -$43.66万 减仓
SNOW SNOWFLAKE INC $663.63万0.02%26,076 6,51533.3% $165.81万 加仓
— AMPLIFY BLACKSWAN $664.77万0.02%199,260 1,7500.9% $5.84万 加仓
EWC ISHARES INC $666.24万0.02%115,586 115,536231,072.0% $665.95万 加仓
SHM SPDR SERIES TRUST $667.47万0.02%139,157 -89-0.1% -$4,269 减仓