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 |
|---|---|---|---|---|---|---|---|---|
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2,270.49万 | 0.08% | 719,193 | 61,277 | 9.3% | $193.45万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,281.75万 | 0.08% | 205,822 | -14,617 | -6.6% | -$162.04万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2,314.14万 | 0.08% | 208,896 | 62,005 | 42.2% | $686.89万 | 加仓 |
| MUB | ISHARES TR | $2,317.31万 | 0.08% | 218,305 | 20,880 | 10.6% | $221.64万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,337.43万 | 0.08% | 237,591 | -3,351 | -1.4% | -$32.97万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,361.52万 | 0.09% | 954,146 | -22,813 | -2.3% | -$56.46万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,383.18万 | 0.09% | 79,745 | -18,064 | -18.5% | -$539.84万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2,386.70万 | 0.09% | 492,191 | 117,992 | 31.5% | $572.16万 | 加仓 |
| FEOE | RBB FUND TRUST | $2,399.95万 | 0.09% | 475,614 | 144,328 | 43.6% | $728.28万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,430.38万 | 0.09% | 492,279 | -120,518 | -19.7% | -$595.00万 | 减仓 |
| IBDW | ISHARES TR | $2,449.51万 | 0.09% | 1,170,337 | -25,509 | -2.1% | -$53.39万 | 减仓 |
| SHY | ISHARES TR | $2,450.36万 | 0.09% | 296,762 | 147,382 | 98.7% | $1,216.93万 | 加仓 |
| SLQD | ISHARES TR | $2,460.65万 | 0.09% | 487,353 | 9,539 | 2.0% | $48.16万 | 加仓 |
| IBDV | ISHARES TR | $2,514.66万 | 0.09% | 1,148,770 | 13,996 | 1.2% | $30.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2,525.50万 | 0.09% | 41,786 | 1,149 | 2.8% | $69.44万 | 加仓 |
| IWR | ISHARES TR | $2,533.97万 | 0.09% | 260,616 | -38,702 | -12.9% | -$376.30万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,602.68万 | 0.09% | 67,884 | -842 | -1.2% | -$32.28万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2,605.49万 | 0.09% | 854,249 | 108,330 | 14.5% | $330.41万 | 加仓 |
| IWD | ISHARES TR | $2,608.27万 | 0.09% | 122,070 | -4,287 | -3.4% | -$91.60万 | 减仓 |
| IWM | ISHARES TR | $2,611.62万 | 0.09% | 105,307 | -7,122 | -6.3% | -$176.63万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $2,612.78万 | 0.09% | 288,746 | 9,102 | 3.3% | $82.36万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,621.79万 | 0.09% | 198,620 | 8,188 | 4.3% | $108.08万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,629.15万 | 0.09% | 271,887 | 14,390 | 5.6% | $139.15万 | 加仓 |
| MUNI | PIMCO ETF TR | $2,668.24万 | 0.10% | 511,255 | -19,814 | -3.7% | -$103.41万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,692.65万 | 0.10% | 99,548 | 59,169 | 146.5% | $1,600.45万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2,698.39万 | 0.10% | 573,759 | 99,279 | 20.9% | $466.91万 | 加仓 |
| IBDR | ISHARES TR | $2,701.40万 | 0.10% | 1,114,439 | 67,716 | 6.5% | $164.14万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,715.08万 | 0.10% | 442,773 | -28,631 | -6.1% | -$175.57万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,743.46万 | 0.10% | 600,975 | -21,778 | -3.5% | -$99.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,747.61万 | 0.10% | 39,379 | 2,079 | 5.6% | $145.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,781.10万 | 0.10% | 270,877 | -18,291 | -6.3% | -$187.79万 | 减仓 |
| C | CITIGROUP INC | $2,823.95万 | 0.10% | 249,004 | 41,436 | 20.0% | $469.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,827.16万 | 0.10% | 921,498 | -131,109 | -12.5% | -$402.24万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,864.84万 | 0.10% | 195,406 | -18,607 | -8.7% | -$272.80万 | 减仓 |
| KLAC | KLA CORP | $2,918.89万 | 0.11% | 19,824 | -444 | -2.2% | -$65.37万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2,924.15万 | 0.11% | 223,319 | 168 | 0.1% | $2.20万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $2,932.39万 | 0.11% | 830,234 | 6,503 | 0.8% | $22.97万 | 加仓 |
| AMLP | ALPS ETF TR | $2,934.78万 | 0.11% | 557,518 | 153,401 | 38.0% | $807.50万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,952.01万 | 0.11% | 521,742 | -45,343 | -8.0% | -$256.55万 | 减仓 |
| STIP | ISHARES TR | $2,954.70万 | 0.11% | 285,672 | 107,903 | 60.7% | $1,116.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,976.16万 | 0.11% | 223,940 | -22,260 | -9.0% | -$295.84万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,979.87万 | 0.11% | 215,433 | 108,271 | 101.0% | $1,497.60万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,991.26万 | 0.11% | 119,374 | -40,574 | -25.4% | -$1,016.70万 | 减仓 |
| OEF | ISHARES TR | $3,001.18万 | 0.11% | 94,356 | -387,859 | -80.4% | -$1.23亿 | 减仓 |
| WMB | WILLIAMS COS INC | $3,052.12万 | 0.11% | 419,362 | 179,654 | 74.9% | $1,307.52万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,070.01万 | 0.11% | 63,311 | 51,926 | 456.1% | $2,517.94万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,074.70万 | 0.11% | 553,800 | 42,440 | 8.3% | $235.63万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,079.88万 | 0.11% | 101,898 | -7,796 | -7.1% | -$235.64万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $3,082.00万 | 0.11% | 293,441 | 88,832 | 43.4% | $933.00万 | 加仓 |
| ITOT | ISHARES TR | $3,086.75万 | 0.11% | 216,720 | 20,294 | 10.3% | $289.05万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3,086.81万 | 0.11% | 1,175,481 | 73,215 | 6.6% | $192.26万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $3,097.42万 | 0.11% | 778,052 | 39,477 | 5.3% | $157.16万 | 加仓 |
| BILS | SPDR SERIES TRUST | $3,100.12万 | 0.11% | 311,758 | 219,333 | 237.3% | $2,181.04万 | 加仓 |
| IJH | ISHARES TR | $3,102.77万 | 0.11% | 459,466 | 562 | 0.1% | $3.80万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $3,134.59万 | 0.11% | 684,259 | 684,259 | — | $3,134.59万 | 新建仓 |
| SLV | ISHARES SILVER TR | $3,143.11万 | 0.11% | 461,272 | -100,715 | -17.9% | -$686.27万 | 减仓 |
| CB | CHUBB LTD SWITZ | $3,149.59万 | 0.11% | 96,634 | -6,829 | -6.6% | -$222.58万 | 减仓 |
| SGOV | ISHARES TR | $3,155.17万 | 0.11% | 313,448 | 191,141 | 156.3% | $1,924.02万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,166.85万 | 0.11% | 675,090 | 17,081 | 2.6% | $80.13万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,216.20万 | 0.12% | 106,328 | -10,819 | -9.2% | -$327.25万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $3,235.64万 | 0.12% | 365,775 | 8,067 | 2.3% | $71.36万 | 加仓 |
| IYW | ISHARES TR | $3,315.89万 | 0.12% | 182,775 | -256 | -0.1% | -$4.64万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,323.38万 | 0.12% | 549,888 | -379,808 | -40.9% | -$2,295.46万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $3,324.71万 | 0.12% | 936,009 | 193,690 | 26.1% | $687.99万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,331.15万 | 0.12% | 424,838 | -11,421 | -2.6% | -$89.55万 | 减仓 |
| COWZ | PACER FDS TR | $3,339.51万 | 0.12% | 533,809 | 26,521 | 5.2% | $165.92万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,344.24万 | 0.12% | 153,935 | 6,299 | 4.3% | $136.85万 | 加仓 |
| AMGN | AMGEN INC | $3,375.63万 | 0.12% | 95,939 | -2,821 | -2.9% | -$99.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,393.11万 | 0.12% | 158,809 | -605 | -0.4% | -$12.93万 | 减仓 |
| SHLD | GLOBAL X FDS | $3,414.56万 | 0.12% | 482,011 | 106,227 | 28.3% | $752.51万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3,449.27万 | 0.12% | 333,683 | 22,918 | 7.4% | $236.90万 | 加仓 |
| HEGD | LISTED FDS TR | $3,478.08万 | 0.13% | 1,408,127 | -171,067 | -10.8% | -$422.54万 | 减仓 |
| IEF | ISHARES TR | $3,522.48万 | 0.13% | 369,077 | -8,955 | -2.4% | -$85.47万 | 减仓 |
| PEP | PEPSICO INC | $3,570.96万 | 0.13% | 229,954 | -25,318 | -9.9% | -$393.16万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,621.82万 | 0.13% | 330,187 | -24,132 | -6.8% | -$264.70万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $3,654.35万 | 0.13% | 142,000 | -3,233 | -2.2% | -$83.20万 | 减仓 |
| SAP | SAP SE | $3,655.02万 | 0.13% | 213,482 | 20,024 | 10.4% | $342.83万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,659.35万 | 0.13% | 198,576 | 1,686 | 0.9% | $31.07万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,660.35万 | 0.13% | 761,779 | -34,841 | -4.4% | -$167.41万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,676.44万 | 0.13% | 932,398 | -71,881 | -7.2% | -$283.43万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,699.92万 | 0.13% | 447,121 | 19,025 | 4.4% | $157.43万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,724.30万 | 0.13% | 397,640 | 97,148 | 32.3% | $909.89万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3,737.17万 | 0.14% | 857,345 | 79,396 | 10.2% | $346.09万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3,755.88万 | 0.14% | 81,087 | 15,151 | 23.0% | $701.78万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $3,819.77万 | 0.14% | 1,167,410 | 1,167,410 | — | $3,819.77万 | 新建仓 |
| UNP | UNION PAC CORP | $3,828.49万 | 0.14% | 157,798 | 26,422 | 20.1% | $641.05万 | 加仓 |
| IBTH | ISHARES TR | $3,907.17万 | 0.14% | 1,741,940 | -2,571 | -0.1% | -$5.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,980.40万 | 0.14% | 792,908 | -12,235 | -1.5% | -$61.42万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $4,025.92万 | 0.15% | 980,497 | 980,497 | — | $4,025.92万 | 新建仓 |
| MS | MORGAN STANLEY | $4,035.21万 | 0.15% | 245,197 | -13,634 | -5.3% | -$224.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,101.41万 | 0.15% | 441,582 | -27,611 | -5.9% | -$256.45万 | 减仓 |
| KO | COCA COLA CO | $4,109.70万 | 0.15% | 540,394 | -46,052 | -7.9% | -$350.23万 | 减仓 |
| EMBD | GLOBAL X FDS | $4,110.13万 | 0.15% | 1,754,217 | -306,639 | -14.9% | -$718.46万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,111.80万 | 0.15% | 419,957 | 93,578 | 28.7% | $916.22万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $4,162.40万 | 0.15% | 2,190,737 | -330,804 | -13.1% | -$628.53万 | 减仓 |
| WELL | WELLTOWER INC | $4,168.08万 | 0.15% | 210,817 | 192,332 | 1,040.5% | $3,802.61万 | 加仓 |
| QQQ | INVESCO QQQ | $4,212.04万 | 0.15% | 72,976 | -578,190 | -88.8% | -$3.34亿 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,226.58万 | 0.15% | 461,216 | 79,464 | 20.8% | $728.21万 | 加仓 |
| GE | GE AEROSPACE | $4,296.65万 | 0.16% | 151,412 | -14,995 | -9.0% | -$425.52万 | 减仓 |
| MMM | 3M CO | $4,297.12万 | 0.16% | 295,883 | 1,538 | 0.5% | $22.34万 | 加仓 |