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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $1,527.68万 | 0.06% | 124,424 | 20,797 | 20.1% | $255.35万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1,536.32万 | 0.06% | 684,027 | 649,599 | 1,886.8% | $1,459.00万 | 加仓 |
| NOBL | PROSHARES TR | $1,539.02万 | 0.06% | 145,177 | -7,698 | -5.0% | -$81.61万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,540.44万 | 0.06% | 328,103 | -9,439 | -2.8% | -$44.32万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,544.75万 | 0.06% | 191,632 | -3,028 | -1.6% | -$24.41万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,549.37万 | 0.06% | 739,203 | 517,799 | 233.9% | $1,085.31万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,557.51万 | 0.06% | 201,802 | -7,627 | -3.6% | -$58.87万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,576.77万 | 0.06% | 79,518 | -97 | -0.1% | -$1.92万 | 减仓 |
| CRM | SALESFORCE INC | $1,577.31万 | 0.06% | 84,498 | 181 | 0.2% | $3.38万 | 加仓 |
| AFL | AFLAC INC | $1,579.48万 | 0.06% | 143,968 | -3,459 | -2.3% | -$37.95万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,581.08万 | 0.06% | 141,030 | 4,783 | 3.5% | $53.62万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,585.72万 | 0.06% | 602,936 | 111,261 | 22.6% | $292.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,588.88万 | 0.06% | 183,368 | -25,953 | -12.4% | -$224.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,594.35万 | 0.06% | 212,296 | -16,459 | -7.2% | -$123.61万 | 减仓 |
| INTU | INTUIT | $1,595.42万 | 0.06% | 36,898 | -62,881 | -63.0% | -$2,718.89万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $1,600.34万 | 0.06% | 178,628 | 103,918 | 139.1% | $931.01万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,603.68万 | 0.06% | 99,158 | 10,442 | 11.8% | $168.88万 | 加仓 |
| SHV | ISHARES TR | $1,609.34万 | 0.06% | 145,787 | 2,321 | 1.6% | $25.62万 | 加仓 |
| NLR | VANECK ETF TRUST | $1,613.50万 | 0.06% | 121,143 | 16,876 | 16.2% | $224.77万 | 加仓 |
| RTX | RTX CORP | $1,620.30万 | 0.06% | 83,996 | -198,582 | -70.3% | -$3,830.68万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,620.37万 | 0.06% | 301,353 | 69,979 | 30.2% | $376.28万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $1,636.76万 | 0.06% | 141,161 | 141,109 | 271,363.5% | $1,636.16万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,657.30万 | 0.06% | 57,052 | 12,020 | 26.7% | $349.17万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,660.59万 | 0.06% | 860,407 | 13,785 | 1.6% | $26.61万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $1,660.85万 | 0.06% | 287,644 | 21,872 | 8.2% | $126.29万 | 加仓 |
| — | SOUTHSTATE BK CORP | $1,663.37万 | 0.06% | 143,832 | 143,832 | — | $1,663.37万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $1,679.39万 | 0.06% | 501,834 | -98,094 | -16.4% | -$328.27万 | 减仓 |
| CSX | CSX CORP | $1,680.26万 | 0.06% | 409,321 | 62,668 | 18.1% | $257.25万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,688.62万 | 0.06% | 205,980 | -18,402 | -8.2% | -$150.86万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,690.21万 | 0.06% | 82,129 | 3,846 | 4.9% | $79.15万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $1,693.36万 | 0.06% | 734,326 | 45,855 | 6.7% | $105.74万 | 加仓 |
| IWX | ISHARES TR | $1,707.37万 | 0.06% | 184,242 | -3,211 | -1.7% | -$29.76万 | 减仓 |
| PTLC | PACER FDS TR | $1,709.78万 | 0.06% | 325,921 | -68,154 | -17.3% | -$357.54万 | 减仓 |
| ACWX | ISHARES TR | $1,719.30万 | 0.06% | 251,102 | -4,519 | -1.8% | -$30.94万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,719.66万 | 0.06% | 292,559 | -50,516 | -14.7% | -$296.93万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,722.20万 | 0.06% | 721,492 | 37,995 | 5.6% | $90.69万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,737.64万 | 0.06% | 82,734 | -155,595 | -65.3% | -$3,267.91万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,742.23万 | 0.06% | 225,940 | 15,959 | 7.6% | $123.06万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,746.28万 | 0.06% | 527,417 | 43,661 | 9.0% | $144.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,764.78万 | 0.06% | 480,081 | -50,703 | -9.6% | -$186.38万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $1,767.81万 | 0.06% | 588,682 | 108,051 | 22.5% | $324.48万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $1,779.05万 | 0.06% | 120,639 | -16,068 | -11.8% | -$236.95万 | 减仓 |
| IBHH | ISHARES TR | $1,781.61万 | 0.06% | 759,103 | -37,277 | -4.7% | -$87.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,783.19万 | 0.06% | 508,902 | -76,812 | -13.1% | -$269.15万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,787.31万 | 0.06% | 550,618 | 8,758 | 1.6% | $28.43万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,788.13万 | 0.06% | 92,105 | 1,231 | 1.4% | $23.90万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,792.03万 | 0.06% | 211,225 | 38,851 | 22.5% | $329.61万 | 加仓 |
| IBMO | ISHARES TR | $1,792.86万 | 0.06% | 699,515 | 12,787 | 1.9% | $32.77万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,799.02万 | 0.06% | 43,169 | -109 | -0.3% | -$4.54万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,799.90万 | 0.07% | 26,383 | 8,735 | 49.5% | $595.92万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $1,817.03万 | 0.07% | 406,404 | -21,043 | -4.9% | -$94.08万 | 减仓 |
| CCJ | CAMECO CORP | $1,817.28万 | 0.07% | 167,322 | -49,608 | -22.9% | -$538.79万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,826.91万 | 0.07% | 182,345 | 18,669 | 11.4% | $187.04万 | 加仓 |
| OKE | ONEOK INC NEW | $1,832.33万 | 0.07% | 202,714 | 32,619 | 19.2% | $294.84万 | 加仓 |
| IBDS | ISHARES TR | $1,835.16万 | 0.07% | 757,080 | 33,169 | 4.6% | $80.40万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,835.74万 | 0.07% | 477,809 | 30,805 | 6.9% | $118.35万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,843.63万 | 0.07% | 677,183 | 387,223 | 133.5% | $1,054.22万 | 加仓 |
| MINO | PIMCO ETF TR | $1,848.24万 | 0.07% | 409,175 | 205,603 | 101.0% | $928.71万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,848.57万 | 0.07% | 233,199 | 3,171 | 1.4% | $25.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,869.81万 | 0.07% | 641,883 | -30,969 | -4.6% | -$90.21万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,870.41万 | 0.07% | 149,084 | 24,170 | 19.3% | $303.24万 | 加仓 |
| — | BLACKROCK CORE BD TR | $1,874.26万 | 0.07% | 477,384 | 477,384 | — | $1,874.26万 | 新建仓 |
| GDX | VANECK ETF TRUST | $1,908.35万 | 0.07% | 207,950 | -35,725 | -14.7% | -$327.85万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,911.91万 | 0.07% | 265,801 | -60,186 | -18.5% | -$432.92万 | 减仓 |
| TLT | ISHARES TR | $1,930.26万 | 0.07% | 222,662 | -13,324 | -5.6% | -$115.51万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,934.15万 | 0.07% | 421,475 | 55,092 | 15.0% | $252.82万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $1,934.68万 | 0.07% | 300,827 | -12,713 | -4.1% | -$81.76万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,938.98万 | 0.07% | 27 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,941.41万 | 0.07% | 389,763 | 68,753 | 21.4% | $342.46万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,954.46万 | 0.07% | 550,086 | -86,431 | -13.6% | -$307.09万 | 减仓 |
| DIS | DISNEY WALT CO | $1,956.78万 | 0.07% | 203,028 | -69,616 | -25.5% | -$670.96万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,966.80万 | 0.07% | 150,195 | -4,921 | -3.2% | -$64.44万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,967.63万 | 0.07% | 42,683 | 16,847 | 65.2% | $776.62万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $1,977.55万 | 0.07% | 782,569 | 261,757 | 50.3% | $661.46万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,980.03万 | 0.07% | 81,088 | -8,140 | -9.1% | -$198.76万 | 减仓 |
| CME | CME GROUP INC | $1,988.19万 | 0.07% | 67,317 | 7,672 | 12.9% | $226.59万 | 加仓 |
| IBDT | ISHARES TR | $1,988.57万 | 0.07% | 785,064 | 34,135 | 4.5% | $86.46万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,989.51万 | 0.07% | 332,805 | -14,103 | -4.1% | -$84.31万 | 减仓 |
| IBHI | ISHARES TR | $1,991.32万 | 0.07% | 855,270 | -28,505 | -3.2% | -$66.37万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,991.98万 | 0.07% | 675,477 | 72,846 | 12.1% | $214.82万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,998.63万 | 0.07% | 445,626 | 30,837 | 7.4% | $138.30万 | 加仓 |
| PFE | PFIZER INC | $2,000.20万 | 0.07% | 712,319 | 3,659 | 0.5% | $10.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,007.39万 | 0.07% | 249,118 | 44,395 | 21.7% | $357.73万 | 加仓 |
| QCOM | QUALCOMM INC | $2,036.32万 | 0.07% | 158,124 | -244,788 | -60.8% | -$3,152.38万 | 减仓 |
| IEI | ISHARES TR | $2,041.76万 | 0.07% | 172,155 | 507 | 0.3% | $6.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,072.93万 | 0.07% | 102,024 | -111,924 | -52.3% | -$2,274.08万 | 减仓 |
| IBDX | ISHARES TR | $2,096.56万 | 0.08% | 829,662 | -30,551 | -3.6% | -$77.20万 | 减仓 |
| ASML | ASML HLDG NV | $2,110.69万 | 0.08% | 15,980 | -18 | -0.1% | -$2.38万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $2,137.93万 | 0.08% | 400,587 | 5,263 | 1.3% | $28.09万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,148.76万 | 0.08% | 93,509 | 9,259 | 11.0% | $212.76万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,156.58万 | 0.08% | 462,091 | 297,616 | 180.9% | $1,388.97万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $2,172.35万 | 0.08% | 428,809 | 22,968 | 5.7% | $116.36万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,176.38万 | 0.08% | 329,804 | -25,469 | -7.2% | -$168.07万 | 减仓 |
| ENB | ENBRIDGE INC | $2,178.36万 | 0.08% | 402,357 | -37,606 | -8.5% | -$203.60万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,182.97万 | 0.08% | 743,518 | 67,790 | 10.0% | $199.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,184.15万 | 0.08% | 197,714 | 30,468 | 18.2% | $336.58万 | 加仓 |
| DE | DEERE & CO | $2,189.71万 | 0.08% | 38,873 | -34,382 | -46.9% | -$1,936.73万 | 减仓 |
| FISR | SSGA ACTIVE TR | $2,189.94万 | 0.08% | 851,455 | 57,734 | 7.3% | $148.49万 | 加仓 |
| CORP | PIMCO ETF TR | $2,215.57万 | 0.08% | 228,881 | 58,685 | 34.5% | $568.07万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,246.41万 | 0.08% | 83,019 | -28,917 | -25.8% | -$782.47万 | 减仓 |