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
AIS VISTASHARES A I $845.00万0.03%99,051 45,06183.5% $384.42万 加仓
EAGG ISHARES TR $845.44万0.03%178,326 50,61439.6% $239.96万 加仓
PRU PRUDENTIAL FINL INC $854.95万0.03%79,213 -551-0.7% -$5.95万 减仓
CALF PACER FDS TR $855.54万0.03%169,045 5,6353.4% $28.52万 加仓
SFLR INNOVATOR ETFS TRUST $855.91万0.03%221,852 85,73963.0% $330.78万 加仓
VGSH VANGUARD SCOTTSDALE FDS $858.41万0.03%147,492 3,3742.3% $19.64万 加仓
SUB ISHARES TR $860.51万0.03%80,823 3,0834.0% $32.82万 加仓
VPU VANGUARD WORLD FD $860.78万0.03%43,979 16,64060.9% $325.69万 加仓
SPGI S&P GLOBAL INC $864.25万0.03%21,221 1,2166.1% $49.52万 加仓
IBTI ISHARES TR $868.64万0.03%392,340 42,34412.1% $93.75万 加仓
AMT AMERICAN TOWER CORP $872.45万0.03%53,338 1,1852.3% $19.38万 加仓
— INNOVATOR ETFS TRUST $872.99万0.03%311,842 38,95914.3% $109.06万 加仓
FENI FIDELITY COVINGTON TRUST $874.12万0.03%217,824 74,95952.5% $300.81万 加仓
QEFA SPDR INDEX SHS FDS $882.14万0.03%91,875 -22,174-19.4% -$212.90万 减仓
LCAP PRINCIPAL EXCHANGE TRADED FD $895.16万0.03%270,115 270,115— $895.16万 新建仓
CGMU CAPITAL GRP FIXED INCM ETF T $895.70万0.03%326,066 101,80445.4% $279.66万 加仓
MGK VANGUARD WORLD FD $897.33万0.03%102,073 -1,962-1.9% -$17.25万 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $897.83万0.03%433,525 67,52518.4% $139.84万 加仓
PCG PG&E CORP $900.58万0.03%535,419 103,54724.0% $174.17万 加仓
JNK SPDR SERIES TRUST $901.21万0.03%93,515 48,535107.9% $467.73万 加仓
MTG MGIC INVT CORP WIS $901.25万0.03%319,592 178,381126.3% $503.03万 加仓
SHEL SHELL PLC $903.50万0.03%116,520 -21,904-15.8% -$169.84万 减仓
GSIE GOLDMAN SACHS ETF TR $903.76万0.03%197,760 7,5264.0% $34.39万 加仓
ITW ILLINOIS TOOL WKS INC $911.38万0.03%33,696 -4,436-11.6% -$119.98万 减仓
DHS WISDOMTREE TR $912.62万0.03%80,276 1,7342.2% $19.71万 加仓
VGIT VANGUARD SCOTTSDALE FDS $914.67万0.03%155,081 23,68718.0% $139.71万 加仓
VRTX VERTEX PHARMACEUTICALS INC $915.71万0.03%18,435 1,2897.5% $64.03万 加仓
IUSG ISHARES TR $920.51万0.03%48,940 -1,326-2.6% -$24.94万 减仓
HYS PIMCO ETF TR $930.46万0.03%99,493 25,34034.2% $236.98万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $931.24万0.03%369,979 85,20729.9% $214.47万 加仓
VMC VULCAN MATLS CO $932.38万0.03%31,605 8512.8% $25.11万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $936.58万0.03%253,115 1,9340.8% $7.16万 加仓
FDV FEDERATED HERMES ETF TRUST $937.07万0.03%298,526 24,8009.1% $77.85万 加仓
UL UNILEVER PLC $938.36万0.03%156,080 -44-0.0% -$2,645 减仓
DG DOLLAR GEN CORP $948.30万0.03%82,382 10,66114.9% $122.72万 加仓
PSUS PERSHING SQUARE USA LTD $950.42万0.03%254,260 254,260— $950.42万 新建仓
RF REGIONS FINANCIAL CORP NEW $950.87万0.03%314,859 20,0266.8% $60.48万 加仓
PCT PURECYCLE TECHNOLOGIES INC $962.50万0.03%1,186,811 1,017,488600.9% $825.18万 加仓
VNQ VANGUARD INDEX FDS $962.69万0.03%99,833 2,4572.5% $23.69万 加仓
PDP INVESCO EXCHANGE TRADED FD T $963.76万0.03%63,518 -1,039-1.6% -$15.76万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $967.89万0.03%581,488 10,0391.8% $16.71万 加仓
NKE NIKE INC $973.14万0.03%237,064 102,70176.4% $421.59万 加仓
SYK STRYKER CORPORATION $978.30万0.03%31,073 2,0247.0% $63.72万 加仓
APP APPLOVIN CORP $987.12万0.03%19,159 -8,008-29.5% -$412.59万 减仓
AFOS EA SERIES TRUST $990.09万0.03%212,255 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $996.55万0.03%555,799 153,16438.0% $274.62万 加仓
TMO THERMO FISHER SCIENTIFIC INC $999.52万0.03%19,936 -2,743-12.1% -$137.52万 减仓
ASTS AST SPACEMOBILE INC $1,004.71万0.03%113,067 19,23120.5% $170.89万 加仓
SHOP SHOPIFY INC $1,006.63万0.03%88,161 -796-0.9% -$9.09万 减仓
MGNR AMERICAN BEACON SELECT FUNDS $1,008.67万0.03%207,758 59,43940.1% $288.58万 加仓
IDV ISHARES TR $1,017.05万0.03%245,488 37,97818.3% $157.34万 加仓
FSMB FIRST TR EXCH TRADED FD III $1,021.59万0.03%511,049 -20,096-3.8% -$40.17万 减仓
VFMO VANGUARD WELLINGTON FD $1,021.64万0.03%40,946 3,4739.3% $86.65万 加仓
EEM ISHARES TR $1,023.84万0.03%149,662 16,59112.5% $113.50万 加仓
CI THE CIGNA GROUP $1,027.29万0.03%37,264 2,9878.7% $82.35万 加仓
PAAS PAN AMERN SILVER CORP $1,029.66万0.03%229,888 206,230871.7% $923.70万 加仓
ACWI ISHARES TR $1,034.10万0.03%65,879 48,855287.0% $766.87万 加仓
ICVT ISHARES TR $1,035.57万0.03%85,064 19,85430.4% $241.70万 加仓
IWO ISHARES TR $1,039.50万0.03%26,386 6312.5% $24.86万 加仓
DHR DANAHER CORP DEL $1,043.14万0.03%54,764 -215,283-79.7% -$4,100.69万 减仓
ITA ISHARES TR $1,043.58万0.03%43,049 -2,918-6.3% -$70.74万 减仓
— GLOBAL X FDS $1,044.96万0.03%151,159 4,0652.8% $28.10万 加仓
FTEC FIDELITY COVINGTON TRUST $1,049.84万0.03%36,762 1,7445.0% $49.80万 加仓
ESGD ISHARES TR $1,051.73万0.03%102,299 17,34820.4% $178.35万 加仓
PPA INVESCO EXCHANGE TRADED FD T $1,055.39万0.03%59,745 6,92513.1% $122.33万 加仓
WEC WEC ENERGY GROUP INC $1,056.45万0.03%90,473 -227-0.3% -$2.65万 减仓
IBTK ISHARES IBONDS $1,056.89万0.03%540,886 40,7538.1% $79.63万 加仓
RSG REPUBLIC SVCS INC $1,058.15万0.03%49,659 -26-0.1% -$5,540 减仓
CMCSA COMCAST CORP NEW $1,063.16万0.03%433,058 -36,031-7.7% -$88.46万 减仓
VONV VANGUARD SCOTTSDALE FDS $1,064.14万0.03%100,098 7,7828.4% $82.73万 加仓
O REALTY INCOME CORP $1,064.71万0.03%171,838 8,0174.9% $49.67万 加仓
IMCG ISHARES TR $1,073.40万0.03%109,197 16,58217.9% $163.00万 加仓
FDX FEDEX CORP $1,075.71万0.03%34,354 14,62474.1% $457.91万 加仓
PINK SIMPLIFY EXCHANGE TRADED FUN $1,080.28万0.03%275,933 275,933— $1,080.28万 新建仓
CGCP CAPITAL GRP FIXED INCM ETF T $1,081.78万0.03%485,321 85,15321.3% $189.81万 加仓
IBTJ ISHARES TR $1,082.45万0.03%499,976 45,93910.1% $99.46万 加仓
AVUQ AMERICAN CENTY ETF TR $1,083.95万0.03%164,235 42,14134.5% $278.13万 加仓
PTMC PACER FDS TR $1,091.53万0.03%260,944 -2,884-1.1% -$12.06万 减仓
DGCB DIMENSIONAL ETF TRUST $1,092.38万0.03%199,814 11,8326.3% $64.69万 加仓
JAAA JANUS DETROIT STR TR $1,094.31万0.03%216,737 11,4705.6% $57.91万 加仓
BX BLACKSTONE INC $1,097.64万0.03%93,282 2,6632.9% $31.34万 加仓
IWP ISHARES TR $1,106.25万0.03%75,558 -19,882-20.8% -$291.09万 减仓
SBUX STARBUCKS CORP $1,106.85万0.03%108,313 -1,109-1.0% -$11.33万 减仓
SPGM SPDR INDEX SHS FDS $1,110.23万0.03%129,594 128,53112,091.3% $1,101.13万 加仓
HCMT DIREXION SHARES ETF TRUST $1,113.44万0.03%265,483 31,83713.6% $133.52万 加仓
ECVT ECOVYST INC $1,114.82万0.03%895,435 710.0% $884 加仓
COHR COHERENT CORP $1,116.55万0.03%28,305 11,21965.7% $442.56万 加仓
BIDU BAIDU INC $1,119.82万0.03%97,981 50,126104.7% $572.89万 加仓
NSC NORFOLK SOUTHN CORP $1,119.88万0.03%35,598 5,23317.2% $164.63万 加仓
— EA SERIES TRUST $1,121.77万0.03%335,440 -1,091-0.3% -$3.65万 减仓
RSPN INVESCO EXCHANGE TRADED FD T $1,122.93万0.03%175,472 1,8481.1% $11.83万 加仓
CFG CITIZENS FINL GROUP INC $1,128.08万0.03%160,994 48,90643.6% $342.68万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $1,129.69万0.03%241,027 6,0792.6% $28.49万 加仓
VSH VISHAY INTERTECHNOLOGY INC $1,131.15万0.03%210,330 34,91819.9% $187.79万 加仓
GSLC GOLDMAN SACHS ETF TR $1,133.34万0.03%79,874 -3,626-4.3% -$51.45万 减仓
EOG EOG RES INC $1,134.23万0.03%87,430 35,38268.0% $459.01万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $1,138.33万0.03%276,967 -3,132-1.1% -$12.87万 减仓
TLT ISHARES TR $1,143.11万0.03%132,273 -90,389-40.6% -$781.14万 减仓
GCOW PACER FDS TR $1,153.80万0.03%266,466 -1,020-0.4% -$4.42万 减仓
NEM NEWMONT CORP $1,157.59万0.03%123,939 78,118170.5% $729.62万 加仓