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
NJAN INNOVATOR ETFS TRUST $2,445.79万0.07%414,401 13,8143.4% $81.53万 加仓
BALT INNOVATOR ETFS TRUST $2,456.03万0.07%716,670 214,83642.8% $736.24万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $2,460.99万0.07%710,858 35,3815.2% $122.49万 加仓
SLV ISHARES SILVER TR $2,499.38万0.07%467,435 6,1631.3% $32.95万 加仓
IBDW ISHARES TR $2,522.47万0.08%1,210,400 40,0633.4% $83.49万 加仓
MIAX MIAMI INTL HLDGS INC $2,532.86万0.08%681,610 642,5851,646.6% $2,387.85万 加仓
COP CONOCOPHILLIPS $2,533.59万0.08%243,708 45,08822.7% $468.74万 加仓
SLQD ISHARES TR $2,535.55万0.08%503,384 16,0313.3% $80.75万 加仓
FMB FIRST TR EXCH TRADED FD III $2,556.46万0.08%497,684 68,87516.1% $353.79万 加仓
AVUV AMERICAN CENTY ETF TR $2,626.13万0.08%210,495 12,7816.5% $159.46万 加仓
MUB ISHARES TR $2,642.69万0.08%245,557 27,25212.5% $293.29万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $2,648.85万0.08%155,686 77,40398.9% $1,316.94万 加仓
IBDV ISHARES TR $2,657.87万0.08%1,219,208 70,4386.1% $153.55万 加仓
SGOL ETFS GOLD TR $2,659.53万0.08%695,666 393,006129.9% $1,502.46万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $2,717.42万0.08%824,209 80,69110.9% $266.04万 加仓
QCOM QUALCOMM INC $2,746.17万0.08%148,610 -9,514-6.0% -$175.81万 减仓
IBDR ISHARES TR $2,754.65万0.08%1,136,875 22,4362.0% $54.36万 加仓
DE DEERE & CO $2,756.72万0.08%43,459 4,58611.8% $290.90万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $2,818.17万0.08%584,925 11,1661.9% $53.80万 加仓
IWD ISHARES TR $2,831.24万0.08%116,785 -5,285-4.3% -$128.13万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $2,839.62万0.08%29,426 7,38033.5% $712.17万 加仓
VXF VANGUARD INDEX FDS $2,885.94万0.09%117,214 35,08542.7% $863.83万 加仓
MO ALTRIA GROUP INC $2,888.77万0.09%401,497 71,69321.7% $515.83万 加仓
MOAT VANECK ETF TRUST $2,908.82万0.09%279,802 7,9152.9% $82.28万 加仓
DUK DUKE ENERGY CORP NEW $2,920.12万0.09%230,694 7,3753.3% $93.35万 加仓
VV VANGUARD INDEX FDS $2,924.63万0.09%85,041 5,2966.6% $182.13万 加仓
ANET ARISTA NETWORKS INC $2,931.26万0.09%172,549 48,12538.7% $817.55万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $2,943.35万0.09%87,942 35,49167.7% $1,187.85万 加仓
BIL SPDR SERIES TRUST $2,980.21万0.09%325,208 -136,008-29.5% -$1,246.38万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $2,980.56万0.09%795,666 76,47310.6% $286.47万 加仓
FBND FIDELITY MERRIMACK STR TR $3,000.95万0.09%659,694 -618,937-48.4% -$2,815.54万 减仓
UPS UNITED PARCEL SVCS INC $3,030.26万0.09%281,884 44,29318.6% $476.15万 加仓
NEAR ISHARES U S ETF TR $3,034.52万0.09%598,998 -315,403-34.5% -$1,597.83万 减仓
SCHF SCHWAB STRATEGIC TR $3,038.65万0.09%1,096,983 142,83715.0% $395.66万 加仓
GRNY TIDAL TRUST I $3,048.22万0.09%1,102,432 380,94052.8% $1,053.30万 加仓
XLV SELECT SECTOR SPDR TR $3,048.35万0.09%192,131 -3,275-1.7% -$51.96万 减仓
IWR ISHARES TR $3,113.96万0.09%282,266 21,6508.3% $238.84万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $3,115.79万0.09%431,073 -11,700-2.6% -$84.57万 减仓
MRVL MARVELL TECHNOLOGY INC $3,119.59万0.09%104,723 24,00329.7% $715.02万 加仓
MUNI PIMCO ETF TR $3,130.11万0.09%595,078 83,82316.4% $440.91万 加仓
PEP PEPSICO INC $3,138.93万0.09%231,826 1,8720.8% $25.35万 加仓
WMB WILLIAMS COS INC $3,149.74万0.09%423,693 4,3311.0% $32.20万 加仓
GLW CORNING INC $3,185.79万0.09%124,723 14,82913.5% $378.78万 加仓
INTC INTEL CORP $3,217.36万0.10%230,420 -12,014-5.0% -$167.75万 减仓
SPMO INVESCO EXCH TRADED FD TR II $3,236.93万0.10%200,379 59,34942.1% $958.73万 加仓
AMLP ALPS ETF TR $3,255.77万0.10%627,920 70,40212.6% $365.03万 加仓
COWZ PACER FDS TR $3,263.30万0.10%524,646 -9,163-1.7% -$56.99万 减仓
IWM ISHARES TR $3,276.11万0.10%109,040 3,7333.5% $112.16万 加仓
SGOV ISHARES TR $3,278.33万0.10%325,651 12,2033.9% $122.85万 加仓
ASML ASML HLDG NV $3,279.80万0.10%16,486 5063.2% $100.67万 加仓
SCHD SCHWAB STRATEGIC TR $3,294.80万0.10%1,039,042 117,54412.8% $372.73万 加仓
DBND DOUBLELINE ETF TRUST $3,305.53万0.10%725,049 40,7906.0% $185.96万 加仓
SPDW SPDR INDEX SHS FDS $3,306.05万0.10%656,092 55,1179.2% $277.73万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $3,325.10万0.10%116,690 -3,949-3.3% -$112.53万 减仓
CORO BLACKROCK ETF TRUST $3,340.97万0.10%912,834 735,242414.0% $2,690.99万 加仓
AMGN AMGEN INC $3,369.14万0.10%93,040 -2,899-3.0% -$104.98万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $3,374.25万0.10%957,504 103,25512.1% $363.87万 加仓
TXN TEXAS INSTRS INC $3,392.32万0.10%113,810 21,70523.6% $646.96万 加仓
CB CHUBB LIMITED $3,393.40万0.10%99,590 2,9563.1% $100.72万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $3,397.98万0.10%255,007 46,11122.1% $614.43万 加仓
SYFI AB ACTIVE ETFS INC $3,419.12万0.10%957,335 21,3262.3% $76.17万 加仓
VIGI VANGUARD WHITEHALL FDS $3,419.54万0.10%366,196 4210.1% $3.93万 加仓
NDAQ NASDAQ INC $3,436.70万0.10%436,020 383,543730.9% $3,023.08万 加仓
SPYV SPDR SERIES TRUST $3,439.49万0.10%565,797 44,0558.4% $267.81万 加仓
IAGG ISHARES TR $3,470.03万0.10%685,777 -335,748-32.9% -$1,698.88万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $3,475.27万0.10%884,967 54,7336.6% $214.94万 加仓
FEOE RBB FUND TRUST $3,475.98万0.10%650,933 175,31936.9% $936.20万 加仓
QGRO AMERICAN CENTY ETF TR $3,547.19万0.11%300,483 7,0422.4% $83.13万 加仓
VXUS VANGUARD STAR FDS $3,591.35万0.11%420,091 194,15185.9% $1,659.80万 加仓
IEF ISHARES TR $3,619.47万0.11%382,730 13,6533.7% $129.12万 加仓
XLE SELECT SECTOR SPDR TR $3,629.09万0.11%683,316 191,12538.8% $1,015.06万 加仓
VBK VANGUARD INDEX FDS $3,663.85万0.11%100,187 -1,711-1.7% -$62.57万 减仓
BSV VANGUARD BD INDEX FDS $3,689.55万0.11%473,565 48,72711.5% $379.63万 加仓
IJH ISHARES TR $3,694.11万0.11%479,069 19,6034.3% $151.16万 加仓
HEGD LISTED FDS TR $3,727.06万0.11%1,397,996 -10,131-0.7% -$27.01万 减仓
DIVI FRANKLIN TEMPLETON ETF TR $3,743.97万0.11%876,397 98,34512.6% $420.13万 加仓
VZ VERIZON COMMUNICATIONS INC $3,766.55万0.11%889,596 96,68812.2% $409.38万 加仓
VOE VANGUARD INDEX FDS $3,785.96万0.11%191,598 -6,978-3.5% -$137.88万 减仓
C CITIGROUP INC $3,797.90万0.11%271,355 22,3519.0% $312.83万 加仓
AXP AMERICAN EXPRESS CO $3,801.86万0.11%112,398 6,0705.7% $205.32万 加仓
VBR VANGUARD INDEX FDS $3,844.52万0.11%158,217 4,2822.8% $104.05万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $3,889.90万0.12%632,916 79,11614.3% $486.25万 加仓
NEE NEXTERA ENERGY INC $3,894.10万0.12%443,671 2,0890.5% $18.34万 加仓
ITOT ISHARES TR $3,912.04万0.12%238,148 21,4289.9% $352.00万 加仓
UNH UNITEDHEALTH GROUP INC $3,932.24万0.12%94,610 11,59114.0% $481.75万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $3,999.60万0.12%1,527,732 352,25130.0% $922.19万 加仓
SHLD GLOBAL X FDS $4,033.17万0.12%675,460 193,44940.1% $1,155.08万 加仓
BNDX VANGUARD CHARLOTTE FDS $4,072.14万0.12%840,831 79,05210.4% $382.85万 加仓
HAS HASBRO INC $4,080.41万0.12%494,060 425,562621.3% $3,514.69万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $4,116.27万0.12%364,659 30,9769.3% $349.66万 加仓
EMBD GLOBAL X FDS $4,116.80万0.12%1,718,911 -35,306-2.0% -$84.56万 减仓
FV FIRST TR EXCHANGE TRADED FD $4,193.73万0.12%552,680 2,7920.5% $21.19万 加仓
HONA HONEYWELL AEROSPACE INC $4,207.41万0.13%190,322 190,322— $4,207.41万 新建仓
BINC BLACKROCK ETF TRUST II $4,209.03万0.13%804,170 -236,343-22.7% -$1,237.02万 减仓
USFR WISDOMTREE TR $4,223.75万0.13%838,877 -83,476-9.1% -$420.30万 减仓
SPAB SPDR SERIES TRUST $4,256.20万0.13%1,667,791 -29,399-1.7% -$75.03万 减仓
MCD MCDONALDS CORP $4,296.22万0.13%158,937 -103,620-39.5% -$2,800.95万 减仓
VRT VERTIV HOLDINGS CO $4,297.52万0.13%128,353 8,9797.5% $300.64万 加仓
HON HONEYWELL INTL INC $4,297.66万0.13%191,945 -186,509-49.3% -$4,175.95万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $4,306.57万0.13%522,643 515,7437,474.5% $4,249.72万 加仓