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
FNDX SCHWAB STRATEGIC TR $667.74万0.02%214,708 41,21923.8% $128.19万 加仓
HL HECLA MINING COMPANY $667.95万0.02%432,889 399,2981,188.7% $616.12万 加仓
WTV WISDOMTREE TR $668.85万0.02%65,754 18,13838.1% $184.50万 加仓
ARM ARM HOLDINGS PLC $671.29万0.02%18,933 2,30013.8% $81.55万 加仓
— FIRST TR EXCHNG TRADED FD VI $671.86万0.02%171,567 2,1461.3% $8.40万 加仓
QYLD GLOBAL X FDS $676.74万0.02%367,192 1,7050.5% $3.14万 加仓
MLPX GLOBAL X FDS $683.00万0.02%92,724 -399-0.4% -$2.94万 减仓
QSR RESTAURANT BRANDS INTL INC $684.29万0.02%94,372 88,2461,440.5% $639.87万 加仓
DIHP DIMENSIONAL ETF TRUST $684.76万0.02%200,663 10,3805.5% $35.42万 加仓
CIEN CIENA CORP $686.64万0.02%13,997 2021.5% $9.91万 加仓
NVT NVENT ELEC PLC $687.03万0.02%40,506 -4,835-10.7% -$82.01万 减仓
EIX EDISON INTL $689.05万0.02%92,552 19,09026.0% $142.13万 加仓
ECL ECOLAB INC $690.33万0.02%24,778 -318-1.3% -$8.86万 减仓
XAR SPDR SERIES TRUST $690.82万0.02%24,342 4,65623.7% $132.14万 加仓
HOOD ROBINHOOD MKTS INC $691.13万0.02%68,920 10,68518.3% $107.15万 加仓
MELI MERCADOLIBRE INC $691.18万0.02%4,072 2346.1% $39.72万 加仓
IQV IQVIA HLDGS INC $691.50万0.02%35,788 4201.2% $8.12万 加仓
— DIMENSIONAL ETF TRUST $692.49万0.02%99,069 9,46410.6% $66.15万 加仓
DFLV DIMENSIONAL ETF TRUST $693.01万0.02%175,267 -6,318-3.5% -$24.98万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $693.33万0.02%153,698 -104,276-40.4% -$470.39万 减仓
PREF PRINCIPAL EXCHANGE TRADED FD $694.82万0.02%364,543 -4,740-1.3% -$9.03万 减仓
VGK VANGUARD INTL EQUITY INDEX F $696.21万0.02%78,633 1,8222.4% $16.13万 加仓
USB US BANCORP $697.20万0.02%115,430 -9,372-7.5% -$56.61万 减仓
DOW DOW HLDGS INC $697.29万0.02%254,857 -40,347-13.7% -$110.39万 减仓
NET CLOUDFLARE INC $698.43万0.02%28,475 3,72515.1% $91.37万 加仓
NUVB NUVATION BIO INC $699.62万0.02%1,231,733 200,62119.5% $113.95万 加仓
INTU INTUIT $702.20万0.02%26,904 -9,994-27.1% -$260.84万 减仓
UTG REAVES UTIL INCOME FD $702.98万0.02%172,636 90,986111.4% $370.50万 加仓
CNEQ THE ALGER ETF TRUST $703.28万0.02%170,409 30,11421.5% $124.28万 加仓
FPXI FIRST TR EXCHANGE-TRADED FD $703.34万0.02%83,990 34,38669.3% $287.95万 加仓
TLN TALEN ENERGY CORP $704.20万0.02%18,326 5,27440.4% $202.66万 加仓
BHP BHP BILLITON LIMITED $705.79万0.02%84,718 4,2635.3% $35.52万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $708.45万0.02%375,737 -18,475-4.7% -$34.83万 减仓
QUS STATE STREET $710.33万0.02%38,014 6591.8% $12.31万 加仓
DVN DEVON ENERGY CORP NEW $710.62万0.02%171,979 41,03931.3% $169.57万 加仓
IRM IRON MTN INC DEL $710.78万0.02%56,273 14,45534.6% $182.58万 加仓
EWT ISHARES INC $710.97万0.02%65,461 65,21126,084.4% $708.26万 加仓
CLX CLOROX CO DEL $717.09万0.02%75,135 7,95611.8% $75.93万 加仓
RKLB ROCKET LAB CORP $717.21万0.02%70,557 21,99045.3% $223.53万 加仓
FIDU FIDELITY COVINGTON TRUST $717.51万0.02%72,031 5,0407.5% $50.20万 加仓
— GOLDMAN SACHS ETF TR $718.50万0.02%160,166 6,6534.3% $29.85万 加仓
OHI OMEGA HEALTHCARE INVS INC $719.08万0.02%150,813 90,623150.6% $432.09万 加仓
PDI PIMCO DYNAMIC INCOME FD $720.02万0.02%431,148 45,97911.9% $76.78万 加仓
LUV SOUTHWEST AIRLS CO $723.23万0.02%140,652 13,32110.5% $68.50万 加仓
R RYDER SYS INC $723.73万0.02%27,438 3991.5% $10.52万 加仓
D DOMINION ENERGY INC $723.80万0.02%105,989 -28,008-20.9% -$191.27万 减仓
FAST FASTENAL CO $726.16万0.02%151,189 -270-0.2% -$1.30万 减仓
CWB SPDR SERIES TRUST $726.22万0.02%67,355 52,083341.0% $561.56万 加仓
AZO AUTOZONE INC $732.79万0.02%2,293 26313.0% $84.05万 加仓
— DIMENSIONAL ETF TRUST $736.46万0.02%89,442 -2,123-2.3% -$17.48万 减仓
LAMR LAMAR ADVERTISING CO $740.11万0.02%47,449 8861.9% $13.82万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $741.79万0.02%146,889 -15,538-9.6% -$78.47万 减仓
REGN REGENERON PHARMACEUTICALS $742.73万0.02%11,911 4,30156.5% $268.19万 加仓
RIO RIO TINTO PLC $747.89万0.02%78,783 -59-0.1% -$5,601 减仓
AZN ASTRAZENECA PLC $748.28万0.02%39,462 6211.6% $11.78万 加仓
DISV DIMENSIONAL ETF TRUST $749.65万0.02%186,805 -8,832-4.5% -$35.44万 减仓
LNG CHENIERE ENERGY INC $752.39万0.02%31,479 6112.0% $14.60万 加仓
LHX L3HARRIS TECHNOLOGIES INC $754.56万0.02%25,967 -12,695-32.8% -$368.90万 减仓
JPIB JPMORGAN $755.31万0.02%156,216 -14,670-8.6% -$70.93万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $759.57万0.02%280,803 17,9936.8% $48.67万 加仓
PAVE GLOBAL X FDS $760.72万0.02%129,111 3,7643.0% $22.18万 加仓
ESGE ISHARES INC $763.61万0.02%139,626 23,94220.7% $130.94万 加仓
USIG ISHARES TR $765.50万0.02%149,249 70,48489.5% $361.51万 加仓
ACN ACCENTURE PLC IRELAND $769.36万0.02%61,826 -17,692-22.2% -$220.16万 减仓
CRWV COREWEAVE INC $769.76万0.02%77,332 18,17730.7% $180.93万 加仓
POWL POWELL INDS INC $771.48万0.02%26,941 -5,912-18.0% -$169.30万 减仓
AJG GALLAGHER ARTHUR J & CO $771.89万0.02%33,623 -4,602-12.0% -$105.65万 减仓
VPL VANGUARD INTL EQUITY INDEX F $773.27万0.02%66,840 -6,918-9.4% -$80.03万 减仓
TER TERADYNE INC $773.28万0.02%15,982 -4,743-22.9% -$229.49万 减仓
FHLC FIDELITY COVINGTON TRUST $774.59万0.02%100,270 11,55313.0% $89.25万 加仓
IGM ISHARES TR $775.09万0.02%47,383 2,4245.4% $39.65万 加仓
DXJ WISDOMTREE TR $775.64万0.02%44,700 4301.0% $7.46万 加仓
F FORD MTR CO $776.63万0.02%558,726 197,90254.8% $275.08万 加仓
SJNK SPDR SERIES TRUST $776.99万0.02%310,422 69,15228.7% $173.09万 加仓
IDXX IDEXX LABS INC $778.46万0.02%14,787 -434-2.9% -$22.85万 减仓
BRO BROWN & BROWN INC $782.12万0.02%121,921 72,372146.1% $464.27万 加仓
SPHY SPDR SERIES TRUST $783.68万0.02%334,333 69,85226.4% $163.73万 加仓
DLR DIGITAL RLTY TR INC $787.14万0.02%43,832 20,51388.0% $368.37万 加仓
COF CAPITAL ONE FINL CORP $788.56万0.02%39,306 4,56213.1% $91.52万 加仓
LITE LUMENTUM HLDGS INC $789.86万0.02%9,205 -955-9.4% -$81.95万 减仓
SPHD INVESCO EXCH TRADED FD TR II $803.00万0.02%157,946 3,9822.6% $20.24万 加仓
XEL XCEL ENERGY INC $803.68万0.02%100,085 -1,059-1.0% -$8.50万 减仓
CSHI NEOS ETF TRUST $808.90万0.02%162,398 49,23443.5% $245.23万 加仓
VCLT VANGUARD SCOTTSDALE FDS $811.88万0.02%107,892 -556-0.5% -$4.18万 减仓
FLRT PACER FDS TR $813.31万0.02%174,418 -17,388-9.1% -$81.08万 减仓
RY ROYAL BK CDA $816.47万0.02%39,449 1,5684.1% $32.45万 加仓
MDLZ MONDELEZ INTL INC $817.66万0.02%141,366 52,24458.6% $302.18万 加仓
VCEB VANGUARD WORLD FD $818.00万0.02%130,338 -7,920-5.7% -$49.71万 减仓
SUSA ISHARES TR $823.07万0.02%53,342 -2,217-4.0% -$34.21万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $823.11万0.02%279,969 57,23325.7% $168.26万 加仓
SPG SIMON PPTY GROUP INC NEW $823.31万0.02%36,812 3050.8% $6.82万 加仓
VOOG VANGUARD ADMIRAL FDS INC $827.87万0.02%100,203 1,5511.6% $12.81万 加仓
CL COLGATE PALMOLIVE CO $834.35万0.02%91,007 1,2861.4% $11.79万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $837.30万0.02%144,650 18,38614.6% $106.43万 加仓
VFMV VANGUARD WELLINGTON FD $838.45万0.02%60,163 -803-1.3% -$11.19万 减仓
PGR PROGRESSIVE CORP $838.66万0.02%38,391 -7,823-16.9% -$170.90万 减仓
MGC VANGUARD WORLD FD $839.66万0.03%30,685 19,419172.4% $531.38万 加仓
FDLO FIDELITY COVINGTON TRUST $842.60万0.03%123,304 7,2406.2% $49.47万 加仓
IDEV ISHARES TR $843.13万0.03%94,723 27,63541.2% $245.98万 加仓
VTIP VANGUARD MALVERN FDS $844.10万0.03%168,047 52,51345.5% $263.77万 加仓