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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $764.55万 | 0.03% | 20,807 | -107 | -0.5% | -$3.93万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $764.69万 | 0.03% | 89,721 | -19,755 | -18.0% | -$168.37万 | 减仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $765.03万 | 0.03% | 148,319 | 64,632 | 77.2% | $333.37万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $765.62万 | 0.03% | 17,146 | -189 | -1.1% | -$8.44万 | 减仓 |
| AZN | ASTRAZENECA PLC | $766.02万 | 0.03% | 38,841 | 38,841 | — | $766.02万 | 新建仓 |
| AFOS | EA SERIES TRUST | $766.97万 | 0.03% | 212,255 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $770.10万 | 0.03% | 294,833 | -355,805 | -54.7% | -$929.36万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $771.59万 | 0.03% | 195,637 | -14,075 | -6.7% | -$55.51万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $771.99万 | 0.03% | 14,769 | 6,106 | 70.5% | $319.17万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $773.14万 | 0.03% | 47,263 | 16,245 | 52.4% | $265.74万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $777.62万 | 0.03% | 93,836 | 1,036 | 1.1% | $8.59万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $779.22万 | 0.03% | 79,764 | -1,621 | -2.0% | -$15.84万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $779.48万 | 0.03% | 64,557 | -18,643 | -22.4% | -$225.10万 | 减仓 |
| IUSG | ISHARES TR | $779.67万 | 0.03% | 50,266 | 6,642 | 15.2% | $103.02万 | 加仓 |
| IBTI | ISHARES TR | $779.90万 | 0.03% | 349,996 | 14,264 | 4.2% | $31.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $782.45万 | 0.03% | 131,394 | -8,341 | -6.0% | -$49.67万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $791.18万 | 0.03% | 162,427 | 6,904 | 4.4% | $33.63万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $792.86万 | 0.03% | 119,931 | 8,064 | 7.2% | $53.31万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $799.53万 | 0.03% | 80,720 | -15,985 | -16.5% | -$158.33万 | 减仓 |
| ALL | ALLSTATE CORP | $802.27万 | 0.03% | 38,693 | 4,432 | 12.9% | $91.89万 | 加仓 |
| XEL | XCEL ENERGY INC | $803.49万 | 0.03% | 101,144 | 11,918 | 13.4% | $94.68万 | 加仓 |
| IWO | ISHARES TR | $808.19万 | 0.03% | 25,755 | -4,064 | -13.6% | -$127.53万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $810.33万 | 0.03% | 108,448 | -11,149 | -9.3% | -$83.31万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $812.26万 | 0.03% | 60,966 | -6,638 | -9.8% | -$88.44万 | 减仓 |
| ESGD | ISHARES TR | $812.30万 | 0.03% | 84,951 | -3,235 | -3.7% | -$30.93万 | 减仓 |
| JPIB | JPMORGAN | $817.18万 | 0.03% | 170,886 | 6,570 | 4.0% | $31.42万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $819.97万 | 0.03% | 41,652 | 29,251 | 235.9% | $575.84万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $820.48万 | 0.03% | 190,234 | 95,567 | 101.0% | $412.18万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $820.75万 | 0.03% | 82,189 | 4,356 | 5.6% | $43.50万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $822.20万 | 0.03% | 233,646 | 122,632 | 110.5% | $431.54万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $827.87万 | 0.03% | 38,225 | -4,865 | -11.3% | -$105.37万 | 减仓 |
| SUB | ISHARES TR | $827.92万 | 0.03% | 77,740 | -4,308 | -5.3% | -$45.88万 | 减仓 |
| D | DOMINION ENERGY INC | $828.36万 | 0.03% | 133,997 | 8,503 | 6.8% | $52.57万 | 加仓 |
| VMC | VULCAN MATLS CO | $837.42万 | 0.03% | 30,754 | 6,980 | 29.4% | $190.06万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $837.49万 | 0.03% | 841,700 | 345,450 | 69.6% | $343.72万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $843.08万 | 0.03% | 273,726 | -9,659 | -3.4% | -$29.75万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $843.67万 | 0.03% | 144,118 | -59,821 | -29.3% | -$350.19万 | 减仓 |
| SPGI | S&P GLOBAL INC | $850.89万 | 0.03% | 20,005 | 3,038 | 17.9% | $129.22万 | 加仓 |
| DG | DOLLAR GEN CORP | $851.55万 | 0.03% | 71,721 | 8,996 | 14.3% | $106.81万 | 加仓 |
| IVLU | ISHARES TR | $852.84万 | 0.03% | 214,929 | 70,265 | 48.6% | $278.81万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $855.16万 | 0.03% | 251,181 | 24,427 | 10.8% | $83.16万 | 加仓 |
| IDXX | IDEXX LABS INC | $855.24万 | 0.03% | 15,221 | 5,761 | 60.9% | $323.70万 | 加仓 |
| DHS | WISDOMTREE TR | $857.83万 | 0.03% | 78,542 | 69,903 | 809.2% | $763.48万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $863.67万 | 0.03% | 22,046 | 10,190 | 85.9% | $399.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $863.72万 | 0.03% | 97,376 | 235 | 0.2% | $2.08万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $865.37万 | 0.03% | 92,316 | 1,105 | 1.2% | $10.36万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $868.68万 | 0.03% | 138,258 | -9,476 | -6.4% | -$59.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $871.49万 | 0.03% | 30,365 | -14,310 | -32.0% | -$410.70万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $874.62万 | 0.03% | 178,749 | 21,076 | 13.4% | $103.12万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $875.23万 | 0.03% | 52,820 | 9,747 | 22.6% | $161.51万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $875.88万 | 0.03% | 30,868 | -5,058 | -14.1% | -$143.52万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $879.05万 | 0.03% | 120,700 | -798,805 | -86.9% | -$5,817.68万 | 减仓 |
| IDV | ISHARES TR | $883.16万 | 0.03% | 207,510 | -8,049 | -3.7% | -$34.26万 | 减仓 |
| FLRT | PACER FDS TR | $888.26万 | 0.03% | 191,806 | 5,210 | 2.8% | $24.13万 | 加仓 |
| UL | UNILEVER PLC | $889.44万 | 0.03% | 156,124 | -3,254 | -2.0% | -$18.54万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $893.97万 | 0.03% | 400,168 | 40,468 | 11.3% | $90.41万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $900.07万 | 0.03% | 52,153 | -12,648 | -19.5% | -$218.28万 | 减仓 |
| SDY | SPDR SERIES TRUST | $904.04万 | 0.03% | 61,946 | -15,745 | -20.3% | -$229.78万 | 减仓 |
| CI | THE CIGNA GROUP | $914.34万 | 0.03% | 34,277 | 11,085 | 47.8% | $295.69万 | 加仓 |
| PGR | PROGRESSIVE CORP | $916.13万 | 0.03% | 46,214 | -1,491 | -3.1% | -$29.56万 | 减仓 |
| CVS | CVS HEALTH CORP | $940.28万 | 0.03% | 130,922 | 23,233 | 21.6% | $166.86万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $948.87万 | 0.03% | 54,705 | -9,794 | -15.2% | -$169.88万 | 减仓 |
| SYK | STRYKER CORPORATION | $954.50万 | 0.03% | 29,049 | 1,848 | 6.8% | $60.72万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $955.41万 | 0.03% | 571,449 | 369,943 | 183.6% | $618.51万 | 加仓 |
| PTMC | PACER FDS TR | $964.82万 | 0.03% | 263,828 | 11,203 | 4.4% | $40.97万 | 加仓 |
| EMB | ISHARES TR | $966.01万 | 0.03% | 102,844 | -170,155 | -62.3% | -$1,598.26万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $971.47万 | 0.04% | 326,875 | 13,789 | 4.4% | $40.98万 | 加仓 |
| BP | BP PLC | $975.79万 | 0.04% | 207,615 | 36,565 | 21.4% | $171.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $980.31万 | 0.04% | 109,422 | -1,749 | -1.6% | -$15.67万 | 减仓 |
| ADSK | AUTODESK INC | $983.19万 | 0.04% | 41,069 | 12,031 | 41.4% | $288.02万 | 加仓 |
| TPR | TAPESTRY INC | $985.20万 | 0.04% | 69,817 | 21,883 | 45.7% | $308.79万 | 加仓 |
| IBTK | ISHARES IBONDS | $986.26万 | 0.04% | 500,133 | 30,944 | 6.6% | $61.02万 | 加仓 |
| IBTJ | ISHARES IBONDS | $991.75万 | 0.04% | 454,037 | 27,825 | 6.5% | $60.78万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $992.53万 | 0.04% | 38,132 | -13,038 | -25.5% | -$339.36万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $996.87万 | 0.04% | 280,099 | 15,166 | 5.7% | $53.98万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $999.73万 | 0.04% | 173,624 | -80,244 | -31.6% | -$462.05万 | 减仓 |
| ARKK | ARK ETF TR | $1,001.62万 | 0.04% | 148,191 | 40,003 | 37.0% | $270.38万 | 加仓 |
| O | REALTY INCOME CORP | $1,002.26万 | 0.04% | 163,821 | -2,520 | -1.5% | -$15.42万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,005.22万 | 0.04% | 208,033 | -21,632 | -9.4% | -$104.53万 | 减仓 |
| ITA | ISHARES TR | $1,005.54万 | 0.04% | 45,967 | -105,143 | -69.6% | -$2,300.04万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,006.26万 | 0.04% | 76,767 | 23,384 | 43.8% | $306.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,012.48万 | 0.04% | 342,981 | 14,795 | 4.5% | $43.67万 | 加仓 |
| SYSB | ISHARES TR | $1,012.79万 | 0.04% | 113,797 | 11,686 | 11.4% | $104.01万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,017.63万 | 0.04% | 187,982 | 1,485 | 0.8% | $8.04万 | 加仓 |
| SCZ | ISHARES TR | $1,029.81万 | 0.04% | 131,337 | 8,788 | 7.2% | $68.91万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,031.04万 | 0.04% | 133,244 | 11,033 | 9.0% | $85.37万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,031.80万 | 0.04% | 189,148 | -53,340 | -22.0% | -$290.97万 | 减仓 |
| PSFF | PACER FDS TR | $1,032.69万 | 0.04% | 322,269 | 17,996 | 5.9% | $57.67万 | 加仓 |
| IGSB | ISHARES TR | $1,033.62万 | 0.04% | 196,654 | 12,337 | 6.7% | $64.84万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,033.93万 | 0.04% | 205,267 | -9,174 | -4.3% | -$46.21万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,041.62万 | 0.04% | 406,248 | -40,087 | -9.0% | -$102.78万 | 减仓 |
| BX | BLACKSTONE INC | $1,042.04万 | 0.04% | 90,619 | -15,863 | -14.9% | -$182.41万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,043.84万 | 0.04% | 227,070 | -4,620 | -2.0% | -$21.24万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,044.84万 | 0.04% | 83,500 | 13,836 | 19.9% | $173.13万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,050.03万 | 0.04% | 90,700 | 232 | 0.3% | $2.69万 | 加仓 |
| SHOP | SHOPIFY INC | $1,055.20万 | 0.04% | 88,957 | 1,475 | 1.7% | $17.50万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $1,060.16万 | 0.04% | 531,145 | 43,529 | 8.9% | $86.88万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $1,063.73万 | 0.04% | 114,049 | 4,857 | 4.4% | $45.30万 | 加仓 |
| INTC | INTEL CORP | $1,069.86万 | 0.04% | 242,434 | -57,916 | -19.3% | -$255.58万 | 减仓 |
| — | EA SERIES TRUST | $1,071.37万 | 0.04% | 336,531 | 619 | 0.2% | $1.97万 | 加仓 |