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
DVY ISHARES TR $1,158.87万0.03%74,144 -1,401-1.9% -$21.90万 减仓
MDT MEDTRONIC PLC $1,163.60万0.03%148,741 -34,627-18.9% -$270.89万 减仓
DTE DTE ENERGY CO $1,169.01万0.03%76,722 -5,098-6.2% -$77.68万 减仓
SYSB ISHARES TR $1,169.48万0.03%131,823 18,02615.8% $159.92万 加仓
SPSM SPDR SERIES TRUST $1,171.17万0.03%203,082 -4,951-2.4% -$28.55万 减仓
EBAY EBAY INC. $1,171.35万0.03%104,819 34,56949.2% $386.31万 加仓
SPLV INVESCO EXCH TRADED FD TR II $1,176.29万0.04%157,048 8,6685.8% $64.92万 加仓
SCZ ISHARES TR $1,180.39万0.04%143,478 12,1419.2% $99.88万 加仓
ATFV THE ALGER ETF TRUST $1,180.90万0.04%285,103 50,14721.3% $207.71万 加仓
NOC NORTHROP GRUMMAN CORP $1,181.32万0.04%23,195 -3,188-12.1% -$162.36万 减仓
TPR TAPESTRY INC $1,183.16万0.04%80,827 11,01015.8% $161.17万 加仓
ALL ALLSTATE CORP $1,184.27万0.04%49,772 11,07928.6% $263.61万 加仓
ARKK ARK ETF TR $1,189.76万0.04%147,211 -980-0.7% -$7.92万 减仓
NVS NOVARTIS AG $1,194.42万0.04%76,213 2590.3% $4.06万 加仓
IGSB ISHARES TR $1,196.14万0.04%228,227 31,57316.1% $165.47万 加仓
CME CME GROUP INC $1,197.80万0.04%54,241 -13,076-19.4% -$288.76万 减仓
KMI KINDER MORGAN INC DEL $1,198.77万0.04%374,966 -4,385-1.2% -$14.02万 减仓
CEG CONSTELLATION ENERGY CORP $1,208.80万0.04%48,670 1,8173.9% $45.13万 加仓
BMY BRISTOL-MYERS SQUIBB CO $1,219.16万0.04%211,586 -14,470-6.4% -$83.38万 减仓
SCHX SCHWAB STRATEGIC TR $1,226.62万0.04%416,791 10,5432.6% $31.03万 加仓
XLG INVESCO EXCHANGE TRADED FD T $1,227.27万0.04%200,437 11,2896.0% $69.12万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $1,227.37万0.04%412,978 18,7974.8% $55.86万 加仓
MFSI MFS ACTIVE EXCHANGE TRADED F $1,227.93万0.04%378,058 51,18315.7% $166.24万 加仓
ORLY OREILLY AUTOMOTIVE INC $1,228.01万0.04%133,348 -1,318-1.0% -$12.14万 减仓
COR CENCORA INC $1,228.08万0.04%43,398 -112,802-72.2% -$3,192.09万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $1,229.58万0.04%267,010 1360.1% $6,263 加仓
DAL DELTA AIR LINES INC $1,239.06万0.04%132,293 26,32724.8% $246.58万 加仓
IJK ISHARES TR $1,241.01万0.04%105,618 88,065501.7% $1,034.77万 加仓
— INNOVATOR ETFS TRUST $1,243.88万0.04%395,134 52,15315.2% $164.18万 加仓
SPMD SPDR SERIES TRUST $1,246.52万0.04%184,506 1,9261.1% $13.01万 加仓
PSFF PACER FDS TR $1,252.91万0.04%365,172 42,90313.3% $147.20万 加仓
HELO J P MORGAN EXCHANGE TRADED F $1,256.88万0.04%185,983 -19,439-9.5% -$131.37万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,258.97万0.04%644,800 -34,716-5.1% -$67.78万 减仓
TFC TRUIST FINL CORP $1,260.77万0.04%253,065 25,99511.4% $129.51万 加仓
NBIS NEBIUS GROUP N.V. $1,265.69万0.04%45,830 2,4495.6% $67.63万 加仓
TOTL SSGA ACTIVE ETF TR $1,267.12万0.04%321,032 -2,485-0.8% -$9.81万 减仓
SDY SPDR SERIES TRUST $1,280.53万0.04%84,145 22,19935.8% $337.83万 加仓
FIX COMFORT SYS USA INC $1,283.47万0.04%6,476 1,51230.5% $299.66万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $1,295.60万0.04%636,190 7630.1% $1.55万 加仓
FNDF SCHWAB STRATEGIC TR $1,303.45万0.04%247,052 68,30338.2% $360.37万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $1,305.19万0.04%164,361 9,9546.4% $79.04万 加仓
SFBS SERVISFIRST BANCSHARES INC $1,322.63万0.04%152,464 31,76426.3% $275.55万 加仓
DRI DARDEN RESTAURANTS INC $1,324.19万0.04%64,278 4,8468.2% $99.83万 加仓
IBMP ISHARES TR $1,331.01万0.04%523,606 37,5617.7% $95.48万 加仓
MCK MCKESSON CORP $1,337.09万0.04%17,696 2,99120.3% $226.00万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $1,346.03万0.04%300,787 45,80618.0% $204.98万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $1,351.82万0.04%689,176 -51,510-7.0% -$101.04万 减仓
VYMI VANGUARD WHITEHALL FDS $1,351.88万0.04%137,666 5,9444.5% $58.37万 加仓
IWN ISHARES TR $1,355.59万0.04%61,284 31,485105.7% $696.44万 加仓
NLR VANECK ETF TRUST $1,357.99万0.04%117,089 -4,054-3.3% -$47.02万 减仓
EFA ISHARES TR $1,359.71万0.04%130,892 -2,832-2.1% -$29.42万 减仓
IBMQ ISHARES TR $1,361.72万0.04%532,337 39,0827.9% $99.97万 加仓
PFF ISHARES TR $1,366.11万0.04%448,050 22,1165.2% $67.43万 加仓
IBTL ISHARES IBONDS $1,366.41万0.04%676,777 38,2136.0% $77.15万 加仓
— FIRST TR EXCHANGE-TRADED FD $1,369.39万0.04%538,197 -138,986-20.5% -$353.64万 减仓
CGSD CAPITAL GRP FIXED INCM ETF T $1,377.09万0.04%535,206 94,70421.5% $243.67万 加仓
IWS ISHARES TR $1,377.50万0.04%83,687 -1,336-1.6% -$21.99万 减仓
BE BLOOM ENERGY CORP $1,377.55万0.04%45,509 14,11345.0% $427.20万 加仓
APH AMPHENOL CORP $1,379.39万0.04%78,233 -9,441-10.8% -$166.46万 减仓
URA GLOBAL X FDS $1,391.82万0.04%318,494 50,84319.0% $222.18万 加仓
AEP AMERICAN ELEC PWR CO INC $1,394.55万0.04%101,934 25,16732.8% $344.31万 加仓
DFEM DIMENSIONAL ETF TRUST $1,397.83万0.04%343,954 19,6216.0% $79.74万 加仓
PTNQ PACER FDS TR $1,406.90万0.04%158,702 4,9843.2% $44.18万 加仓
CRM SALESFORCE INC $1,411.21万0.04%90,082 5,5846.6% $87.48万 加仓
JMST J P MORGAN EXCHANGE TRADED F $1,421.41万0.04%278,708 6,8272.5% $34.82万 加仓
JIII JANUS DETROIT STR TR $1,426.97万0.04%286,316 59,29126.1% $295.50万 加仓
MSI MOTOROLA SOLUTIONS INC $1,429.50万0.04%34,422 4,92116.7% $204.36万 加仓
IUSV ISHARES TR $1,432.11万0.04%130,015 -197-0.2% -$2.17万 减仓
TMUS T-MOBILE US INC $1,438.97万0.04%85,790 3,0563.7% $51.26万 加仓
FMHI FIRST TR EXCH TRADED FD III $1,439.08万0.04%296,778 27,55510.2% $133.61万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $1,465.59万0.04%162,662 15,53910.6% $140.01万 加仓
IGIB ISHARES TR $1,468.59万0.04%276,207 27,36711.0% $145.51万 加仓
XLY SELECT SECTOR SPDR TR $1,468.65万0.04%125,225 -8,863-6.6% -$103.95万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $1,469.33万0.04%791,027 5,2670.7% $9.78万 加仓
VGLT VANGUARD SCOTTSDALE FDS $1,480.71万0.04%268,341 241,285891.8% $1,331.41万 加仓
USMC PRINCIPAL EXCHANGE TRADED FD $1,482.21万0.04%199,956 -100,871-33.5% -$747.72万 减仓
EME EMCOR GROUP INC $1,483.28万0.04%17,873 2,09913.3% $174.20万 加仓
— INNOVATOR ETFS TRUST $1,486.97万0.04%542,788 542,788— $1,486.97万 新建仓
VST VISTRA CORP $1,490.17万0.04%93,940 -6,801-6.8% -$107.88万 减仓
IBIT ISHARES BITCOIN TRUST ETF $1,490.83万0.04%447,830 -29,979-6.3% -$99.80万 减仓
NOW SERVICENOW INC $1,492.41万0.04%150,324 14,64110.8% $145.36万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1,502.55万0.04%400,573 70,01321.2% $262.62万 加仓
CWI SPDR INDEX SHS FDS $1,502.63万0.04%369,468 5,2411.4% $21.32万 加仓
IQLT ISHARES TR $1,511.67万0.05%305,078 9830.3% $4.87万 加仓
GD GENERAL DYNAMICS CORP $1,522.93万0.05%42,991 1,4093.4% $49.91万 加仓
EPD ENTERPRISE PRODS PARTNERS L $1,523.89万0.05%414,550 17,7624.5% $65.29万 加仓
EMXC ISHARES INC $1,524.05万0.05%148,979 9390.6% $9.61万 加仓
SCHB SCHWAB STRATEGIC TR $1,525.46万0.05%526,748 56,48112.0% $163.57万 加仓
APD AIR PRODUCTS AND CHEMICALS I $1,529.07万0.05%52,155 -4,897-8.6% -$143.57万 减仓
BKNG BOOKING HOLDINGS INC $1,529.53万0.05%85,813 3,3134.0% $59.05万 加仓
SCHW SCHWAB CHARLES CORP $1,530.62万0.05%165,885 36,05127.8% $332.64万 加仓
VCRB VANGUARD MALVERN FDS $1,550.47万0.05%200,752 67,50850.7% $521.38万 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $1,555.34万0.05%160,678 4,4962.9% $43.52万 加仓
RTX RTX CORP $1,569.12万0.05%82,703 -1,293-1.5% -$24.53万 减仓
VMBS VANGUARD SCOTTSDALE FDS $1,591.07万0.05%339,899 11,7963.6% $55.22万 加仓
OKE ONEOK INC NEW $1,621.79万0.05%186,541 -16,173-8.0% -$140.61万 减仓
SIVR ABRDN SILVER ETF TRUST $1,629.74万0.05%289,887 128,75479.9% $723.85万 加仓
SFLO VICTORY PORTFOLIOS II $1,630.68万0.05%476,806 -111,876-19.0% -$382.62万 减仓
— FIRST TR EXCHANGE TRADED FD $1,635.14万0.05%444,338 27,7326.7% $102.05万 加仓
JSMD JANUS DETROIT STR TR $1,645.38万0.05%162,525 116,590253.8% $1,180.34万 加仓