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
IXUS ISHARES TR $453.42万0.02%52,334 -917-1.7% -$7.94万 减仓
KR KROGER CO $453.63万0.02%62,692 -14,481-18.8% -$104.78万 减仓
TRGP TARGA RES CORP $454.91万0.02%18,144 1160.6% $2.91万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $456.53万0.02%7,402 -171-2.3% -$10.55万 减仓
CRWV COREWEAVE INC $458.27万0.02%59,155 10,73122.2% $83.13万 加仓
STZ CONSTELLATION BRANDS INC $458.31万0.02%30,554 1,1033.7% $16.55万 加仓
BSMT INVESCO EXCH TRD SLF IDX FD $459.31万0.02%199,494 28,47616.7% $65.56万 加仓
SCHV SCHWAB STRATEGIC TR $459.71万0.02%150,725 3820.3% $1.17万 加仓
GIS GENERAL MILLS INC $459.76万0.02%123,524 52,04672.8% $193.72万 加仓
HII HUNTINGTON INGALLS INDS INC $460.93万0.02%12,133 2141.8% $8.13万 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $462.66万0.02%212,099 95,46281.8% $208.24万 加仓
SMMU PIMCO ETF TR $463.03万0.02%91,780 5,9837.0% $30.18万 加仓
DFAX DIMENSIONAL ETF TRUST $463.47万0.02%136,435 19,11316.3% $64.93万 加仓
— DUPONT DE NEMOURS INC $463.76万0.02%101,257 57,269130.2% $262.29万 加仓
VHT VANGUARD WORLD FD $464.80万0.02%17,067 1470.9% $4.00万 加仓
FDN FIRST TRUST $465.50万0.02%19,891 -43,410-68.6% -$1,015.90万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $465.99万0.02%78,941 17,14127.7% $101.18万 加仓
CFO VICTORY PORTFOLIOS II $466.52万0.02%62,913 -2,307-3.5% -$17.11万 减仓
IYE ISHARES TR $469.11万0.02%72,428 32,62682.0% $211.32万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $470.59万0.02%62,132 26,57474.7% $201.27万 加仓
IHDG WISDOMTREE TR $471.71万0.02%97,966 2610.3% $1.26万 加仓
MPLX MPLX LP $472.53万0.02%82,799 -3,826-4.4% -$21.83万 减仓
RPV INVESCO EXCHANGE TRADED FD T $473.72万0.02%44,112 44,079133,572.7% $473.36万 加仓
HAL HALLIBURTON CO $475.56万0.02%121,970 25,00025.8% $97.47万 加仓
PNOV INNOVATOR ETFS TRUST $475.94万0.02%116,481 -1,785-1.5% -$7.29万 减仓
SPTM SPDR SERIES TRUST $476.93万0.02%60,324 4970.8% $3.93万 加仓
ENSG ENSIGN GROUP INC $477.89万0.02%23,716 1,3195.9% $26.58万 加仓
LUV SOUTHWEST AIRLS CO $478.38万0.02%127,331 115,251954.1% $433.00万 加仓
EMN EASTMAN CHEM CO $479.51万0.02%62,829 34,734123.6% $265.09万 加仓
ABNB AIRBNB INC $479.65万0.02%37,983 -687-1.8% -$8.68万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $480.84万0.02%150,217 33,68928.9% $107.84万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $481.69万0.02%203,640 20,81211.4% $49.23万 加仓
SFLR INNOVATOR ETFS TRUST $481.98万0.02%136,113 6,8265.3% $24.17万 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN $482.47万0.02%226,089 -2,052-0.9% -$4.38万 减仓
SCHA SCHWAB STRATEGIC TR $482.70万0.02%165,989 -3,066-1.8% -$8.92万 减仓
FNDX SCHWAB STRATEGIC TR $483.17万0.02%173,489 85,37196.9% $237.76万 加仓
EQIN COLUMBIA ETF TR I $485.34万0.02%98,751 -18,657-15.9% -$91.70万 减仓
BSMS INVESCO EXCH TRD SLF IDX FD $485.57万0.02%207,553 25,22013.8% $59.00万 加仓
IMTM ISHARES TR $487.44万0.02%101,509 90,576828.5% $434.94万 加仓
DDWM WISDOMTREE TR $489.28万0.02%110,922 110,922— $489.28万 新建仓
BTU PEABODY ENGR CORP $490.84万0.02%148,965 109,678279.2% $361.39万 加仓
GM GENERAL MTRS CO $490.84万0.02%65,884 18,09137.9% $134.78万 加仓
EOSE EOS ENERGY ENTERPRISES INC $492.84万0.02%993,639 -871,904-46.7% -$432.46万 减仓
NEM NEWMONT CORP $496.01万0.02%45,821 -12,928-22.0% -$139.94万 减仓
AES AES CORP $497.04万0.02%352,758 -11,010-3.0% -$15.51万 减仓
XAR SPDR SERIES TRUST $500.00万0.02%19,686 3,52321.8% $89.48万 加仓
LGOV FIRST TR EXCHANGE-TRADED FD $502.55万0.02%232,984 14,1736.5% $30.57万 加仓
HPQ HP INC $502.67万0.02%336,423 108,46847.6% $162.07万 加仓
HDV ISHARES TR $503.50万0.02%37,099 3,2529.6% $44.14万 加仓
KWEB KRANESHARES TRUST $505.51万0.02%177,811 44,15033.0% $125.52万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $505.94万0.02%59,860 -61,038-50.5% -$515.89万 减仓
IGLB ISHARES 10 PLUS $506.60万0.02%102,076 1,4811.5% $7.35万 加仓
CFA VICTORY PORTFOLIOS II $507.90万0.02%55,521 -1,660-2.9% -$15.19万 减仓
VWOB VANGUARD WHITEHALL FDS $509.74万0.02%77,597 9,90214.6% $65.05万 加仓
NET CLOUDFLARE INC $510.69万0.02%24,750 8,90056.2% $183.64万 加仓
URTH ISHARES INC $511.69万0.02%28,424 5712.1% $10.28万 加仓
IAPR INNOVATOR ETFS TRUST $512.38万0.02%161,786 9,5796.3% $30.34万 加仓
GCOR GOLDMAN SACHS ETF TR $513.08万0.02%124,173 51,00869.7% $210.76万 加仓
MDLZ MONDELEZ INTL INC $513.70万0.02%89,122 -17,227-16.2% -$99.30万 减仓
HSY HERSHEY CO $513.98万0.02%24,724 -186-0.7% -$3.87万 减仓
MEAR ISHARES U S ETF TR $515.42万0.02%102,387 -1,116-1.1% -$5.62万 减仓
FSEP FIRST TR EXCHNG TRADED FD VI $515.56万0.02%102,436 87,590590.0% $440.84万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $519.91万0.02%209,895 18,2779.5% $45.27万 加仓
FDRR FIDELITY COVINGTON TRUST $520.00万0.02%88,431 1,9792.3% $11.64万 加仓
GWW WW GRAINGER INC $524.66万0.02%4,810 1,62751.1% $177.47万 加仓
ESGE ISHARES INC $526.01万0.02%115,684 32,43139.0% $147.46万 加仓
SPYD SPDR SERIES TRUST $526.42万0.02%115,646 2,4352.2% $11.08万 加仓
SHW SHERWIN WILLIAMS CO $526.74万0.02%16,432 -301-1.8% -$9.65万 减仓
BRTR BLACKROCK ETF TRUST II $528.87万0.02%105,374 -39,406-27.2% -$197.78万 减仓
FENI FIDELITY COVINGTON TRUST $531.46万0.02%142,865 44,59045.4% $165.87万 加仓
IGM ISHARES TR $532.81万0.02%44,959 -10,692-19.2% -$126.71万 减仓
BIDU BAIDU INC $533.20万0.02%47,855 13,59839.7% $151.51万 加仓
WPM WHEATON PRECIOUS METALS CORP $533.76万0.02%40,742 6,44518.8% $84.44万 加仓
TAXF AMERICAN CENTY ETF TR $535.42万0.02%106,977 51,79993.9% $259.25万 加仓
CIEN CIENA CORP $535.56万0.02%13,795 6,13280.0% $238.06万 加仓
FHN FIRST HORIZON CORPORATION $536.06万0.02%235,525 -1,928-0.8% -$4.39万 减仓
NVT NVENT ELEC PLC $536.29万0.02%45,341 14,53947.2% $171.97万 加仓
TEL TE CONNECTIVITY PLC $537.12万0.02%25,697 -4,800-15.7% -$100.33万 减仓
EIX EDISON INTL $537.59万0.02%73,462 11,49918.6% $84.15万 加仓
BKLC BNY MELLON ETF TRUST $538.76万0.02%43,167 22,198105.9% $277.05万 加仓
BTI BRITISH AMERN TOB PLC $539.89万0.02%92,337 23,08633.3% $134.98万 加仓
BG BUNGE GLOBAL SA $540.19万0.02%42,468 41,6314,973.8% $529.54万 加仓
GVI ISHARES TR $541.45万0.02%50,755 -17-0.0% -$1,814 减仓
VPU VANGUARD WORLD FD $541.69万0.02%27,339 12,80888.1% $253.78万 加仓
FTXO FIRST TR EXCHANGE TRADED FD $542.55万0.02%150,000 68,59384.3% $248.10万 加仓
IBHF ISHARES TR $546.58万0.02%238,162 12,8535.7% $29.50万 加仓
FUMB FIRST TR EXCH TRADED FD III $548.38万0.02%273,506 -387,351-58.6% -$776.64万 减仓
R RYDER SYS INC $553.51万0.02%27,039 260.1% $5,322 加仓
ELV ELEVANCE HEALTH INC FORMERLY $555.16万0.02%18,964 3,34321.4% $97.86万 加仓
SLB SLB LIMITED $556.38万0.02%108,265 6,7566.7% $34.72万 加仓
GSK GSK PLC $558.17万0.02%101,137 6,5837.0% $36.33万 加仓
PRFD PIMCO ETF TR $558.61万0.02%110,246 29,82737.1% $151.13万 加仓
SOFI SOFI TECHNOLOGIES INC $559.56万0.02%402,635 79,81924.7% $110.93万 加仓
— DIMENSIONAL ETF TRUST $559.58万0.02%89,605 -517-0.6% -$3.23万 减仓
IDEV ISHARES TR $560.65万0.02%67,088 5,2978.6% $44.27万 加仓
CSHI NEOS ETF TRUST $563.33万0.02%113,164 -18,732-14.2% -$93.25万 减仓
J JACOBS SOLUTIONS INC $563.43万0.02%44,267 16,57159.8% $210.92万 加仓
IWN ISHARES TR $564.95万0.02%29,799 8,55440.3% $162.17万 加仓
MPWR MONOLITHIC PWR SYS INC $568.28万0.02%5,197 -4,947-48.8% -$540.95万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $569.09万0.02%222,736 32,39917.0% $82.78万 加仓