13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.1%
NVDA 2.1%
MSFT 2.1%
IVV 2.1%
AMZN 1.6%
JPM 1.5%
GOOGL 1.3%
VOO 1.3%
WMT 1.3%
SPY 1.2%

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
SPMD SPDR SERIES TRUST $1,081.24万0.04%182,580 -482-0.3% -$2.85万 减仓
APP APPLOVIN CORP $1,081.24万0.04%27,167 -1,465-5.1% -$58.31万 减仓
SPLV INVESCO EXCH TRADED FD TR II $1,085.25万0.04%148,380 9,5266.9% $69.67万 加仓
RSG REPUBLIC SVCS INC $1,088.20万0.04%49,685 -33,841-40.5% -$741.18万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $1,100.26万0.04%234,948 20,9139.8% $97.94万 加仓
HECA ETF OPPORTUNITIES TRUST $1,102.99万0.04%382,054 370,5813,230.0% $1,069.87万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $1,103.71万0.04%394,181 14,0383.7% $39.31万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $1,106.21万0.04%147,123 -2,457-1.6% -$18.47万 减仓
APH AMPHENOL CORP $1,107.75万0.04%87,674 -3,057-3.4% -$38.62万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $1,107.87万0.04%154,407 4,1242.7% $29.59万 加仓
TMO THERMO FISHER SCIENTIFIC INC $1,114.75万0.04%22,679 -1,040-4.4% -$51.12万 减仓
DFEM DIMENSIONAL ETF TRUST $1,120.57万0.04%324,333 -11,327-3.4% -$39.13万 减仓
PTNQ PACER FDS TR $1,121.54万0.04%153,718 1940.1% $1.42万 加仓
LQD ISHARES TR $1,125.48万0.04%103,264 -21,112-17.0% -$230.10万 减仓
JIII JANUS DETROIT STR TR $1,125.56万0.04%227,025 227,025— $1,125.56万 新建仓
QTEC FIRST TR EXCHANGE-TRADED FD $1,132.84万0.04%52,451 19,57459.5% $422.76万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $1,135.26万0.04%78,283 33,25673.9% $482.28万 加仓
CGSD CAPITAL GRP FIXED INCM ETF T $1,136.05万0.04%440,502 57,09614.9% $147.25万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $1,142.31万0.04%254,981 -52,656-17.1% -$235.90万 减仓
DVY ISHARES TR $1,143.84万0.04%75,545 -3,356-4.3% -$50.81万 减仓
ECVT ECOVYST INC $1,151.44万0.04%895,364 00.0% — 不变
SNDK SANDISK CORP $1,151.81万0.04%18,129 11,817187.2% $750.78万 加仓
SIVR ABRDN SILVER ETF TRUST $1,153.87万0.04%161,133 10,8457.2% $77.66万 加仓
NVS NOVARTIS AG $1,160.21万0.04%75,954 4140.5% $6.32万 加仓
EMXC ISHARES INC $1,164.49万0.04%148,040 -10,157-6.4% -$79.90万 减仓
EME EMCOR GROUP INC $1,164.60万0.04%15,774 7685.1% $56.70万 加仓
DRI DARDEN RESTAURANTS INC $1,165.12万0.04%59,432 5590.9% $10.96万 加仓
SCHB SCHWAB STRATEGIC TR $1,180.37万0.04%470,267 -21,422-4.4% -$53.77万 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1,186.71万0.04%330,560 85,51234.9% $306.99万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $1,190.40万0.04%103,297 99,3642,526.4% $1,145.07万 加仓
VDE VANGUARD WORLD FD $1,192.76万0.04%68,931 46,680209.8% $807.74万 加仓
DTE DTE ENERGY CO $1,196.37万0.04%81,820 -291,421-78.1% -$4,261.14万 减仓
SCHW SCHWAB CHARLES CORP $1,220.18万0.04%129,834 6,4555.2% $60.66万 加仓
IWP ISHARES TR $1,222.78万0.04%95,440 -606-0.6% -$7.76万 减仓
TSCO TRACTOR SUPPLY CO $1,228.69万0.04%271,231 -676,255-71.4% -$3,063.46万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $1,229.49万0.04%266,874 54,42425.6% $250.73万 加仓
DOW DOW HLDGS INC $1,229.52万0.04%295,204 53,05521.9% $220.97万 加仓
IBMP ISHARES TR $1,236.50万0.04%486,045 8630.2% $2.20万 加仓
GCOW PACER FDS TR $1,236.85万0.04%267,486 3,6051.4% $16.67万 加仓
ROK ROCKWELL AUTOMATION INC $1,237.05万0.04%34,470 4,69615.8% $168.53万 加仓
IWS ISHARES TR $1,239.14万0.04%85,023 7,99510.4% $116.52万 加仓
VYMI VANGUARD WHITEHALL FDS $1,241.36万0.04%131,722 9,2067.5% $86.76万 加仓
ORLY OREILLY AUTOMOTIVE INC $1,243.10万0.04%134,666 18,82716.3% $173.79万 加仓
— GLOBAL X FDS $1,244.87万0.04%147,094 10,2637.5% $86.86万 加仓
FBT FIRST TRUST $1,255.60万0.05%62,524 56,629960.6% $1,137.22万 加仓
IBMQ ISHARES TR $1,259.28万0.05%493,255 5,0441.0% $12.88万 加仓
KMI KINDER MORGAN INC DEL $1,271.96万0.05%379,351 -41,347-9.8% -$138.64万 减仓
MCK MCKESSON CORP $1,272.56万0.05%14,705 -175-1.2% -$15.14万 减仓
— INNOVATOR ETFS TRUST $1,276.21万0.05%480,680 226,57289.2% $601.55万 加仓
PNC PNC FINL SVCS GROUP INC $1,277.90万0.05%61,411 31,255103.6% $650.38万 加仓
FMHI FIRST TR EXCH TRADED FD III $1,279.88万0.05%269,223 16,4906.5% $78.39万 加仓
MSI MOTOROLA SOLUTIONS INC $1,280.27万0.05%29,501 -2,764-8.6% -$119.95万 减仓
TOTL SSGA ACTIVE ETF TR $1,285.33万0.05%323,517 7,6532.4% $30.41万 加仓
SHEL SHELL PLC $1,287.34万0.05%138,424 13,21210.6% $122.87万 加仓
PFF ISHARES TR $1,291.43万0.05%425,934 15,3813.7% $46.64万 加仓
URA GLOBAL X FDS $1,296.23万0.05%267,651 101,75661.3% $492.80万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $1,297.73万0.05%635,427 6,1921.0% $12.65万 加仓
EFA ISHARES TR $1,298.85万0.05%133,724 8,7347.0% $84.83万 加仓
BLV VANGUARD BD INDEX FDS $1,301.61万0.05%189,243 -4,143-2.1% -$28.50万 减仓
IBTL ISHARES IBONDS $1,302.60万0.05%638,564 30,2205.0% $61.65万 加仓
CEG CONSTELLATION ENERGY CORP $1,308.36万0.05%46,853 -21,310-31.3% -$595.08万 减仓
HELO J P MORGAN EXCHANGE TRADED F $1,312.85万0.05%205,422 -4,251-2.0% -$27.17万 减仓
IGIB ISHARES TR $1,324.33万0.05%248,840 10,4414.4% $55.57万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,325.36万0.05%33,948 -11,466-25.2% -$447.64万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,327.09万0.05%679,516 -81,055-10.7% -$158.30万 减仓
IUSV ISHARES TR $1,331.41万0.05%130,212 6,9175.6% $70.73万 加仓
CWI SPDR INDEX SHS FDS $1,332.71万0.05%364,227 9020.2% $3.30万 加仓
LHX L3HARRIS TECHNOLOGIES INC $1,334.40万0.05%38,662 7,89625.7% $272.53万 加仓
GVIP GOLDMAN SACHS ETF TR $1,337.49万0.05%91,780 45,992100.4% $670.23万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1,338.56万0.05%389,002 59,86418.2% $205.99万 加仓
CMCSA COMCAST CORP NEW $1,346.76万0.05%469,089 123,15135.6% $353.57万 加仓
SGOL ETFS GOLD TR $1,350.47万0.05%302,660 71,52730.9% $319.15万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $1,361.85万0.05%28,697 25,618832.0% $1,215.73万 加仓
BMY BRISTOL-MYERS SQUIBB CO $1,371.03万0.05%226,056 25,77112.9% $156.30万 加仓
JMST J P MORGAN EXCHANGE TRADED F $1,386.05万0.05%271,881 19,3077.6% $98.43万 加仓
BKNG BOOKING HOLDINGS INC $1,389.50万0.05%3,300 -56-1.7% -$23.58万 减仓
GSC GOLDMAN SACHS ETF TR $1,393.73万0.05%255,096 -1,648-0.6% -$9.00万 减仓
PMBS PIMCO ETF TR $1,396.09万0.05%281,470 169,999152.5% $843.20万 加仓
IQLT ISHARES TR $1,405.83万0.05%304,095 -13,994-4.4% -$64.69万 减仓
NOW SERVICENOW INC $1,418.56万0.05%135,683 -26,213-16.2% -$274.06万 减仓
GD GENERAL DYNAMICS CORP $1,427.15万0.05%41,582 2,9247.6% $100.36万 加仓
PZA INVESCO EXCH TRADED FD TR II $1,434.70万0.05%624,324 576,2921,199.8% $1,324.32万 加仓
MAR MARRIOTT INTL INC NEW $1,437.41万0.05%43,948 1,5433.6% $50.47万 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $1,442.34万0.05%156,182 56,79757.1% $524.52万 加仓
VTHR VANGUARD SCOTTSDALE FDS $1,452.00万0.05%50,491 -2,113-4.0% -$60.76万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $1,453.60万0.05%740,686 14,1521.9% $27.77万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $1,457.57万0.05%535,281 95,82221.8% $260.92万 加仓
FTXR FIRST TR EXCHANGE TRADED FD $1,459.63万0.05%383,005 381,79631,579.5% $1,455.02万 加仓
XLY SELECT SECTOR SPDR TR $1,461.30万0.05%134,088 -11,346-7.8% -$123.65万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $1,464.48万0.05%233,645 30,91815.3% $193.79万 加仓
VLO VALERO ENERGY CORP $1,465.12万0.05%59,298 9,55319.2% $236.03万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $1,466.26万0.05%785,760 62,2228.6% $116.11万 加仓
— FIRST TR EXCHANGE TRADED FD $1,466.54万0.05%416,606 43,54911.7% $153.30万 加仓
RWL INVESCO EXCH TRADED FD TR II $1,471.82万0.05%128,084 91,854253.5% $1,055.50万 加仓
PH PARKER-HANNIFIN CORP $1,474.92万0.05%16,476 -516-3.0% -$46.19万 减仓
ESGU ISHARES TR $1,477.21万0.05%104,455 -12,521-10.7% -$177.07万 减仓
HWM HOWMET AEROSPACE INC $1,486.64万0.05%64,507 -2,701-4.0% -$62.25万 减仓
GLW CORNING INC $1,494.24万0.05%109,894 -14,991-12.0% -$203.83万 减仓
EPD ENTERPRISE PRODS PARTNERS L $1,501.44万0.05%396,788 18,6634.9% $70.62万 加仓
VST VISTRA CORP $1,514.43万0.05%100,741 -184,415-64.7% -$2,772.30万 减仓