NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FBT | FIRST TRUST | $1,646.20万 | 0.05% | 66,409 | 3,885 | 6.2% | $96.30万 | 加仓 |
| SHV | ISHARES TR | $1,647.53万 | 0.05% | 149,301 | 3,514 | 2.4% | $38.78万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,652.20万 | 0.05% | 44,583 | 635 | 1.4% | $23.53万 | 加仓 |
| PFE | PFIZER INC | $1,656.15万 | 0.05% | 687,769 | -24,550 | -3.4% | -$59.12万 | 减仓 |
| NOBL | PROSHARES TR | $1,663.25万 | 0.05% | 296,162 | 5,808 | 2.0% | $32.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,669.56万 | 0.05% | 199,350 | -12,946 | -6.1% | -$108.42万 | 减仓 |
| — | BLACKROCK CORE BD TR | $1,674.91万 | 0.05% | 505,026 | 27,642 | 5.8% | $91.67万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,675.76万 | 0.05% | 613,158 | 77,877 | 14.5% | $212.84万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,703.69万 | 0.05% | 724,358 | 100,034 | 16.0% | $235.28万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,704.81万 | 0.05% | 205,226 | -754 | -0.4% | -$6.26万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,706.66万 | 0.05% | 99,886 | 99,886 | — | $1,706.66万 | 新建仓 |
| AFL | AFLAC INC | $1,715.90万 | 0.05% | 146,345 | 2,377 | 1.7% | $27.87万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,732.65万 | 0.05% | 93,540 | -5,618 | -5.7% | -$104.06万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,739.58万 | 0.05% | 17,785 | 1,309 | 7.9% | $128.04万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,741.64万 | 0.05% | 230,834 | 22,884 | 11.0% | $172.66万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,742.61万 | 0.05% | 227,199 | 25,397 | 12.6% | $194.79万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,747.35万 | 0.05% | 67,092 | 7,794 | 13.1% | $202.99万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $1,755.15万 | 0.05% | 253,524 | -1,572 | -0.6% | -$10.88万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $1,756.06万 | 0.05% | 254,760 | 65,517 | 34.6% | $451.61万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,775.51万 | 0.05% | 928,614 | 68,207 | 7.9% | $130.41万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,780.49万 | 0.05% | 332,801 | 31,448 | 10.4% | $168.25万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1,782.16万 | 0.05% | 53,773 | 3,282 | 6.5% | $108.77万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,790.11万 | 0.05% | 40,904 | 12,207 | 42.5% | $534.22万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,805.93万 | 0.05% | 865,944 | 126,741 | 17.1% | $264.32万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,809.01万 | 0.05% | 201,338 | -32,307 | -13.8% | -$290.28万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,815.04万 | 0.05% | 142,067 | 13,983 | 10.9% | $178.65万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,816.79万 | 0.05% | 94,748 | 47,485 | 100.5% | $910.52万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $1,820.41万 | 0.05% | 361,983 | 361,983 | — | $1,820.41万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,830.83万 | 0.05% | 74,358 | 12,947 | 21.1% | $318.78万 | 加仓 |
| IWX | ISHARES TR | $1,832.55万 | 0.05% | 174,263 | -9,979 | -5.4% | -$104.94万 | 减仓 |
| BILS | SPDR SERIES TRUST | $1,842.60万 | 0.05% | 185,409 | -126,349 | -40.5% | -$1,255.66万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,843.30万 | 0.05% | 255,446 | -10,355 | -3.9% | -$74.72万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $1,849.57万 | 0.06% | 98,015 | 6,235 | 6.8% | $117.66万 | 加仓 |
| PTLC | PACER FDS TR | $1,855.24万 | 0.06% | 318,441 | -7,480 | -2.3% | -$43.58万 | 减仓 |
| OEF | ISHARES TR | $1,856.93万 | 0.06% | 50,754 | -43,602 | -46.2% | -$1,595.26万 | 减仓 |
| IEI | ISHARES TR | $1,857.17万 | 0.06% | 158,124 | -14,031 | -8.2% | -$164.79万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $1,860.93万 | 0.06% | 408,346 | 25,341 | 6.6% | $115.48万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $1,860.98万 | 0.06% | 180,502 | 1,874 | 1.0% | $19.32万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,867.30万 | 0.06% | 491,913 | 102,911 | 26.5% | $390.65万 | 加仓 |
| IBHH | ISHARES TR | $1,869.29万 | 0.06% | 795,441 | 36,338 | 4.8% | $85.39万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,872.12万 | 0.06% | 25 | -2 | -7.4% | -$149.77万 | 减仓 |
| SOXX | ISHARES TR | $1,872.75万 | 0.06% | 29,227 | 6,197 | 26.9% | $397.08万 | 加仓 |
| IBMO | ISHARES TR | $1,876.86万 | 0.06% | 732,003 | 32,488 | 4.6% | $83.30万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,883.19万 | 0.06% | 182,038 | 51,116 | 39.0% | $528.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,885.27万 | 0.06% | 486,019 | -22,883 | -4.5% | -$88.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,887.12万 | 0.06% | 238,784 | 5,585 | 2.4% | $44.14万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,894.46万 | 0.06% | 70,463 | 5,956 | 9.2% | $160.13万 | 加仓 |
| PMBS | PIMCO ETF TR | $1,914.85万 | 0.06% | 387,779 | 106,309 | 37.8% | $524.95万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,919.61万 | 0.06% | 210,461 | 18,829 | 9.8% | $171.74万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,941.11万 | 0.06% | 89,362 | 62,818 | 236.7% | $1,364.53万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,951.96万 | 0.06% | 133,595 | -16,600 | -11.1% | -$242.54万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,956.68万 | 0.06% | 189,877 | 107,688 | 131.0% | $1,109.72万 | 加仓 |
| DIS | DISNEY WALT CO | $1,990.05万 | 0.06% | 206,758 | 3,730 | 1.8% | $35.90万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $1,994.07万 | 0.06% | 307,442 | 19,798 | 6.9% | $128.41万 | 加仓 |
| ACWX | ISHARES TR | $1,997.96万 | 0.06% | 262,509 | 11,407 | 4.5% | $86.82万 | 加仓 |
| IBDS | ISHARES TR | $2,005.37万 | 0.06% | 827,982 | 70,902 | 9.4% | $171.72万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,009.31万 | 0.06% | 403,638 | 13,875 | 3.6% | $69.07万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,013.50万 | 0.06% | 306,890 | -155,201 | -33.6% | -$1,018.27万 | 减仓 |
| CORP | PIMCO ETF TR | $2,018.61万 | 0.06% | 208,319 | -20,562 | -9.0% | -$199.25万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,021.19万 | 0.06% | 50,825 | 8,142 | 19.1% | $323.79万 | 加仓 |
| — | SOUTHSTATE BK CORP | $2,022.54万 | 0.06% | 159,003 | 15,171 | 10.5% | $192.98万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $2,027.78万 | 0.06% | 182,925 | -105,821 | -36.6% | -$1,173.06万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2,049.96万 | 0.06% | 452,132 | 30,657 | 7.3% | $139.00万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,060.91万 | 0.06% | 227,122 | -43,755 | -16.2% | -$397.03万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $2,067.57万 | 0.06% | 824,063 | 89,737 | 12.2% | $225.15万 | 加仓 |
| ESGU | ISHARES TR | $2,080.87万 | 0.06% | 127,139 | 22,684 | 21.7% | $371.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,083.42万 | 0.06% | 499,261 | 19,180 | 4.0% | $80.04万 | 加仓 |
| MINO | PIMCO ETF TR | $2,088.97万 | 0.06% | 456,505 | 47,330 | 11.6% | $216.58万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,093.38万 | 0.06% | 209,004 | 26,659 | 14.6% | $267.02万 | 加仓 |
| SHY | ISHARES TR | $2,095.82万 | 0.06% | 255,245 | -41,517 | -14.0% | -$340.90万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $2,096.07万 | 0.06% | 576,001 | 48,584 | 9.2% | $176.80万 | 加仓 |
| ENB | ENBRIDGE INC | $2,116.82万 | 0.06% | 390,485 | -11,872 | -3.0% | -$64.36万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,119.86万 | 0.06% | 94,658 | -7,366 | -7.2% | -$164.96万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,121.28万 | 0.06% | 355,145 | 22,340 | 6.7% | $133.44万 | 加仓 |
| IBHI | ISHARES TR | $2,123.22万 | 0.06% | 907,747 | 52,477 | 6.1% | $122.74万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,128.93万 | 0.06% | 221,809 | 72,725 | 48.8% | $698.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2,129.16万 | 0.06% | 41,792 | 6 | 0.0% | $3,057 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $2,136.12万 | 0.06% | 793,139 | 10,570 | 1.4% | $28.47万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $2,138.78万 | 0.06% | 468,004 | 22,378 | 5.0% | $102.27万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,142.67万 | 0.06% | 200,007 | -5,815 | -2.8% | -$62.30万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,145.58万 | 0.06% | 575,840 | 25,754 | 4.7% | $95.96万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,145.73万 | 0.06% | 240,553 | 29,328 | 13.9% | $261.61万 | 加仓 |
| IBDT | ISHARES TR | $2,148.00万 | 0.06% | 850,687 | 65,623 | 8.4% | $165.70万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $2,156.77万 | 0.06% | 636,780 | 86,162 | 15.6% | $291.83万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,173.28万 | 0.06% | 345,568 | 53,009 | 18.1% | $333.37万 | 加仓 |
| FISR | SSGA ACTIVE TR | $2,175.97万 | 0.06% | 848,331 | -3,124 | -0.4% | -$8.01万 | 减仓 |
| CSX | CSX CORP | $2,177.85万 | 0.06% | 458,205 | 48,884 | 11.9% | $232.35万 | 加仓 |
| MPC | MARATHON PETE CORP | $2,192.30万 | 0.07% | 85,748 | 4,660 | 5.7% | $119.14万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,192.92万 | 0.07% | 44,647 | 1,478 | 3.4% | $72.59万 | 加仓 |
| CCJ | CAMECO CORP | $2,202.63万 | 0.07% | 216,241 | 48,919 | 29.2% | $498.29万 | 加仓 |
| IBDX | ISHARES TR | $2,207.82万 | 0.07% | 876,466 | 46,804 | 5.6% | $117.90万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,215.74万 | 0.07% | 29,035 | -4,913 | -14.5% | -$374.93万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $2,236.92万 | 0.07% | 143,770 | 2,609 | 1.8% | $40.59万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,262.40万 | 0.07% | 668,557 | 26,674 | 4.2% | $90.26万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,314.47万 | 0.07% | 431,724 | -60,555 | -12.3% | -$324.64万 | 减仓 |
| LOW | LOWES COS INC | $2,328.60万 | 0.07% | 105,610 | -139,488 | -56.9% | -$3,075.58万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,360.93万 | 0.07% | 105,928 | 12,419 | 13.3% | $276.80万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,371.19万 | 0.07% | 47,895 | 13,425 | 38.9% | $664.65万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $2,440.19万 | 0.07% | 537,367 | -564,849 | -51.2% | -$2,564.98万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $2,444.02万 | 0.07% | 189,430 | 86,133 | 83.4% | $1,111.29万 | 加仓 |