NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $570.39万 | 0.02% | 169,421 | 2,895 | 1.7% | $9.75万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $571.01万 | 0.02% | 177,592 | 177,592 | — | $571.01万 | 新建仓 |
| FTMS | PUTNAM FRANKLIN | $573.81万 | 0.02% | 579,324 | 42,660 | 7.9% | $42.25万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $577.09万 | 0.02% | 115,534 | -86,948 | -42.9% | -$434.31万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $579.60万 | 0.02% | 66,991 | -19,728 | -22.7% | -$170.69万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $584.30万 | 0.02% | 305,119 | -4,535 | -1.5% | -$8.68万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $585.23万 | 0.02% | 80,455 | -24,569 | -23.4% | -$178.72万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $588.00万 | 0.02% | 7,610 | -2,310 | -23.3% | -$178.49万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $589.77万 | 0.02% | 46,563 | 2,316 | 5.2% | $29.33万 | 加仓 |
| EFAV | ISHARES TR | $591.70万 | 0.02% | 64,759 | -3,902 | -5.7% | -$35.65万 | 减仓 |
| POWL | POWELL INDS INC | $592.52万 | 0.02% | 10,951 | 1,831 | 20.1% | $99.07万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $594.95万 | 0.02% | 107,702 | 8,392 | 8.5% | $46.36万 | 加仓 |
| KKR | KKR & CO INC | $598.00万 | 0.02% | 64,649 | -39,126 | -37.7% | -$361.92万 | 减仓 |
| RGLD | ROYAL GOLD INC | $599.88万 | 0.02% | 23,572 | 721 | 3.2% | $18.35万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $602.69万 | 0.02% | 241,270 | 28,842 | 13.6% | $72.05万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $602.92万 | 0.02% | 85,027 | -334 | -0.4% | -$2.37万 | 减仓 |
| IQV | IQVIA HLDGS INC | $603.17万 | 0.02% | 35,368 | 6,252 | 21.5% | $106.62万 | 加仓 |
| EAGG | ISHARES TR | $607.27万 | 0.02% | 127,712 | 38,490 | 43.1% | $183.02万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $608.87万 | 0.02% | 224,262 | 44,220 | 24.6% | $120.06万 | 加仓 |
| IWV | ISHARES TR | $610.71万 | 0.02% | 16,476 | -3,169 | -16.1% | -$117.46万 | 减仓 |
| RY | ROYAL BK CDA | $612.84万 | 0.02% | 37,881 | 1,212 | 3.3% | $19.61万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $613.09万 | 0.02% | 190,283 | -39,044 | -17.0% | -$125.80万 | 减仓 |
| — | AMPLIFY BLACKSWAN | $613.49万 | 0.02% | 197,510 | 1,928 | 1.0% | $5.99万 | 加仓 |
| TER | TERADYNE INC | $614.42万 | 0.02% | 20,725 | 5,455 | 35.7% | $161.72万 | 加仓 |
| — | EA SERIES TRUST | $614.84万 | 0.02% | 168,681 | 168,681 | — | $614.84万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $616.77万 | 0.02% | 264,481 | 2,754 | 1.1% | $6.42万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $618.89万 | 0.02% | 52,815 | -1,526 | -2.8% | -$17.88万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $624.21万 | 0.02% | 88,717 | -11,457 | -11.4% | -$80.61万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $625.59万 | 0.02% | 39,775 | 11,624 | 41.3% | $182.82万 | 加仓 |
| QYLD | GLOBAL X FDS | $626.81万 | 0.02% | 365,487 | 31,405 | 9.4% | $53.86万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $630.14万 | 0.02% | 134,329 | 22,819 | 20.5% | $107.04万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $633.15万 | 0.02% | 76,811 | -20,824 | -21.3% | -$171.65万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $633.84万 | 0.02% | 34,744 | -7,644 | -18.0% | -$139.45万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $634.97万 | 0.02% | 297,690 | -14,586 | -4.7% | -$31.11万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $636.57万 | 0.02% | 170,196 | 4,368 | 2.6% | $16.34万 | 加仓 |
| PAVE | GLOBAL X FDS | $636.89万 | 0.02% | 125,347 | 5,937 | 5.0% | $30.17万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $638.16万 | 0.02% | 125,623 | 2,894 | 2.4% | $14.70万 | 加仓 |
| IEO | ISHARES TR | $639.01万 | 0.02% | 51,162 | 50,754 | 12,439.7% | $633.92万 | 加仓 |
| EBAY | EBAY INC. | $639.41万 | 0.02% | 70,250 | -54,098 | -43.5% | -$492.40万 | 减仓 |
| HAS | HASBRO INC | $641.15万 | 0.02% | 68,498 | 34,623 | 102.2% | $324.07万 | 加仓 |
| QUS | STATE STREET | $641.16万 | 0.02% | 37,355 | 823 | 2.3% | $14.13万 | 加仓 |
| MLPA | GLOBAL X FDS | $641.16万 | 0.02% | 119,020 | 9,010 | 8.2% | $48.54万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $648.44万 | 0.02% | 181,585 | -15,661 | -7.9% | -$55.93万 | 减仓 |
| USB | US BANCORP | $649.09万 | 0.02% | 124,802 | -4,405 | -3.4% | -$22.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $651.30万 | 0.02% | 91,565 | -1,501 | -1.6% | -$10.68万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $654.97万 | 0.02% | 161,442 | 19,512 | 13.7% | $79.16万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $658.89万 | 0.02% | 130,940 | 15,705 | 13.6% | $79.03万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $659.02万 | 0.02% | 385,169 | 49,238 | 14.7% | $84.25万 | 加仓 |
| MELI | MERCADOLIBRE INC | $663.60万 | 0.02% | 3,838 | -943 | -19.7% | -$163.05万 | 减仓 |
| ICVT | ISHARES TR | $663.77万 | 0.02% | 65,210 | -23,416 | -26.4% | -$238.35万 | 减仓 |
| SHM | SPDR SERIES TRUST | $666.01万 | 0.02% | 139,246 | 119,194 | 594.4% | $570.10万 | 加仓 |
| ECL | ECOLAB INC | $667.60万 | 0.02% | 25,096 | 97 | 0.4% | $2.58万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $670.31万 | 0.02% | 16,442 | -1,335 | -7.5% | -$54.43万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $672.19万 | 0.02% | 112,088 | 45,071 | 67.3% | $270.29万 | 加仓 |
| FTI | TECHNIPFMC PLC | $672.70万 | 0.02% | 97,309 | 21,657 | 28.6% | $149.71万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $672.77万 | 0.02% | 776,865 | 7,586 | 1.0% | $6.57万 | 加仓 |
| MSTR | STRATEGY INC | $678.06万 | 0.02% | 54,332 | 845 | 1.6% | $10.55万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $679.29万 | 0.02% | 95,100 | -3,259 | -3.3% | -$23.28万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $680.96万 | 0.02% | 36,507 | -101 | -0.3% | -$1.88万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $684.24万 | 0.02% | 153,513 | 9,849 | 6.9% | $43.90万 | 加仓 |
| FIX | COMFORT SYS USA INC | $684.53万 | 0.02% | 4,964 | 340 | 7.4% | $46.89万 | 加仓 |
| AZO | AUTOZONE INC | $685.78万 | 0.02% | 2,030 | -393 | -16.2% | -$132.77万 | 减仓 |
| MLPX | GLOBAL X FDS | $688.55万 | 0.02% | 93,123 | 15,853 | 20.5% | $117.22万 | 加仓 |
| ADBE | ADOBE INC | $691.16万 | 0.02% | 28,433 | -3,398 | -10.7% | -$82.60万 | 减仓 |
| HYS | PIMCO ETF TR | $691.62万 | 0.02% | 74,153 | 31,232 | 72.8% | $291.30万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $692.30万 | 0.03% | 44,032 | 11,414 | 35.0% | $179.46万 | 加仓 |
| AVUQ | AMERICAN CENTY ETF TR | $692.75万 | 0.03% | 122,094 | 122,094 | — | $692.75万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $693.57万 | 0.03% | 126,264 | 21,252 | 20.2% | $116.74万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $694.99万 | 0.03% | 369,283 | 20,404 | 5.8% | $38.40万 | 加仓 |
| CLX | CLOROX CO DEL | $696.17万 | 0.03% | 67,179 | -7,630 | -10.2% | -$79.07万 | 减仓 |
| DXJ | WISDOMTREE TR | $702.04万 | 0.03% | 44,270 | 1,183 | 2.7% | $18.76万 | 加仓 |
| FDX | FEDEX CORP | $702.74万 | 0.03% | 19,730 | 1,891 | 10.6% | $67.35万 | 加仓 |
| FAST | FASTENAL CO | $702.77万 | 0.03% | 151,459 | 2,409 | 1.6% | $11.18万 | 加仓 |
| CVNA | CARVANA CO | $702.84万 | 0.03% | 22,356 | 4,106 | 22.5% | $129.09万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $703.89万 | 0.03% | 40,910 | -9,018 | -18.1% | -$155.16万 | 减仓 |
| DAL | DELTA AIR LINES INC | $704.46万 | 0.03% | 105,966 | 53,581 | 102.3% | $356.21万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $705.95万 | 0.03% | 284,772 | 58,394 | 25.8% | $144.76万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $706.44万 | 0.03% | 15,896 | -910 | -5.4% | -$40.44万 | 减仓 |
| NKE | NIKE INC | $709.71万 | 0.03% | 134,363 | -7,396 | -5.2% | -$39.07万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $714.01万 | 0.03% | 10,160 | -4,641 | -31.4% | -$326.15万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $717.17万 | 0.03% | 33,939 | 11,740 | 52.9% | $248.08万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $720.84万 | 0.03% | 73,758 | -3,533 | -4.6% | -$34.53万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $728.57万 | 0.03% | 35,018 | -12,394 | -26.1% | -$257.86万 | 减仓 |
| IMCG | ISHARES TR | $729.53万 | 0.03% | 92,615 | 26,185 | 39.4% | $206.26万 | 加仓 |
| CALF | PACER FDS TR | $733.22万 | 0.03% | 163,410 | -34,338 | -17.4% | -$154.07万 | 减仓 |
| SUSA | ISHARES TR | $733.94万 | 0.03% | 55,559 | -3,759 | -6.3% | -$49.66万 | 减仓 |
| RIO | RIO TINTO PLC | $735.52万 | 0.03% | 78,842 | -29,691 | -27.4% | -$276.99万 | 减仓 |
| ATFV | THE ALGER ETF TRUST | $737.06万 | 0.03% | 234,956 | 216,699 | 1,186.9% | $679.78万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $738.59万 | 0.03% | 37,473 | 4,166 | 12.5% | $82.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $743.88万 | 0.03% | 272,883 | 262,962 | 2,650.6% | $716.83万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $746.64万 | 0.03% | 394,212 | 8,600 | 2.2% | $16.29万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $749.65万 | 0.03% | 116,064 | -9,572 | -7.6% | -$61.83万 | 减仓 |
| EOG | EOG RES INC | $752.47万 | 0.03% | 52,048 | -6,133 | -10.5% | -$88.67万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $754.53万 | 0.03% | 262,810 | 53,509 | 25.6% | $153.62万 | 加仓 |
| EEM | ISHARES TR | $755.71万 | 0.03% | 133,071 | 21,776 | 19.6% | $123.67万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $755.99万 | 0.03% | 38,222 | -2,071 | -5.1% | -$40.96万 | 减仓 |
| SOXX | ISHARES TR | $756.90万 | 0.03% | 23,030 | 972 | 4.4% | $31.95万 | 加仓 |
| PCG | PG&E CORP | $758.80万 | 0.03% | 431,872 | 327,365 | 313.2% | $575.18万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $759.45万 | 0.03% | 366,000 | 243,074 | 197.7% | $504.38万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $763.81万 | 0.03% | 153,964 | 33,139 | 27.4% | $164.40万 | 加仓 |