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 |
|---|---|---|---|---|---|---|---|---|
| FPEI | FIRST TR EXCH TRADED FD III | $4,376.38万 | 0.13% | 2,268,729 | 77,992 | 3.6% | $150.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,406.91万 | 0.13% | 533,201 | 86,080 | 19.3% | $711.45万 | 加仓 |
| NFLX | NETFLIX INC. | $4,439.16万 | 0.13% | 621,731 | 63,008 | 11.3% | $449.88万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,456.28万 | 0.13% | 85,305 | 4,218 | 5.2% | $220.35万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $4,515.65万 | 0.13% | 147,426 | 5,426 | 3.8% | $166.20万 | 加仓 |
| IYW | ISHARES TR | $4,545.90万 | 0.14% | 180,228 | -2,547 | -1.4% | -$64.24万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $4,553.33万 | 0.14% | 879,360 | 204,270 | 30.3% | $1,057.71万 | 加仓 |
| IBTH | ISHARES TR | $4,563.37万 | 0.14% | 2,039,948 | 298,008 | 17.1% | $666.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,570.46万 | 0.14% | 384,104 | -35,853 | -8.5% | -$426.62万 | 减仓 |
| SMH | VANECK ETF TRUST | $4,588.90万 | 0.14% | 69,964 | 2,080 | 3.1% | $136.43万 | 加仓 |
| WFC | WELLS FARGO & CO | $4,589.51万 | 0.14% | 555,363 | -588,292 | -51.4% | -$4,861.63万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $4,608.92万 | 0.14% | 1,450,258 | 282,848 | 24.2% | $898.89万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $4,621.16万 | 0.14% | 748,245 | 655,908 | 710.3% | $4,050.89万 | 加仓 |
| VGT | VANGUARD WORLD FD | $4,630.13万 | 0.14% | 387,394 | 72,362 | 23.0% | $864.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,675.62万 | 0.14% | 318,850 | -54,725 | -14.6% | -$802.49万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $4,683.29万 | 0.14% | 1,073,904 | 216,559 | 25.3% | $944.41万 | 加仓 |
| LIN | LINDE PLC | $4,794.91万 | 0.14% | 92,399 | 4,981 | 5.7% | $258.48万 | 加仓 |
| STIP | ISHARES TR | $4,808.52万 | 0.14% | 470,685 | 185,013 | 64.8% | $1,890.09万 | 加仓 |
| UNP | UNION PAC CORP | $4,816.48万 | 0.14% | 177,077 | 19,279 | 12.2% | $524.39万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $4,877.16万 | 0.15% | 424,544 | 26,904 | 6.8% | $309.07万 | 加仓 |
| T | AT&T INC | $4,886.06万 | 0.15% | 2,360,407 | 215,266 | 10.0% | $445.60万 | 加仓 |
| KO | COCA COLA CO | $4,889.24万 | 0.15% | 601,604 | 61,210 | 11.3% | $497.45万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,889.32万 | 0.15% | 966,651 | 71,025 | 7.9% | $359.24万 | 加仓 |
| MMM | 3M CO | $4,925.55万 | 0.15% | 304,215 | 8,332 | 2.8% | $134.90万 | 加仓 |
| GSK | GSK PLC | $4,998.64万 | 0.15% | 953,574 | 852,437 | 842.9% | $4,468.48万 | 加仓 |
| IWY | ISHARES TR | $5,012.72万 | 0.15% | 172,484 | -7,706 | -4.3% | -$223.95万 | 减仓 |
| NI | NISOURCE INC | $5,088.61万 | 0.15% | 1,070,157 | 140,144 | 15.1% | $666.39万 | 加仓 |
| DGRW | WISDOMTREE TR | $5,098.51万 | 0.15% | 533,206 | -28,033 | -5.0% | -$268.05万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $5,166.38万 | 0.15% | 1,197,586 | 265,188 | 28.4% | $1,144.02万 | 加仓 |
| IWB | ISHARES TR | $5,244.99万 | 0.16% | 128,083 | 2,685 | 2.1% | $109.95万 | 加仓 |
| — | CENCORA INC | $5,268.24万 | 0.16% | 1,026,418 | -19,563 | -1.9% | -$100.41万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $5,307.81万 | 0.16% | 2,712,219 | 136,361 | 5.3% | $266.86万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $5,322.57万 | 0.16% | 1,196,622 | 61,215 | 5.4% | $272.28万 | 加仓 |
| QQQ | INVESCO QQQ | $5,378.03万 | 0.16% | 73,032 | 56 | 0.1% | $4.12万 | 加仓 |
| WELL | WELLTOWER INC | $5,405.56万 | 0.16% | 238,162 | 27,345 | 13.0% | $620.65万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,409.11万 | 0.16% | 342,284 | 4,813 | 1.4% | $76.06万 | 加仓 |
| QUAL | ISHARES TR | $5,458.47万 | 0.16% | 248,757 | -483,925 | -66.0% | -$1.06亿 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,572.56万 | 0.17% | 198,163 | 1,994 | 1.0% | $56.07万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $5,582.60万 | 0.17% | 1,108,317 | 127,820 | 13.0% | $643.83万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,589.13万 | 0.17% | 442,389 | 49,954 | 12.7% | $631.12万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,624.81万 | 0.17% | 440,091 | 109,904 | 33.3% | $1,404.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,712.94万 | 0.17% | 756,577 | 29,326 | 4.0% | $221.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,742.43万 | 0.17% | 301,408 | 77,468 | 34.6% | $1,475.92万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,767.00万 | 0.17% | 1,398,059 | 114,911 | 9.0% | $474.01万 | 加仓 |
| GE | GE AEROSPACE | $5,794.88万 | 0.17% | 155,056 | 3,644 | 2.4% | $136.19万 | 加仓 |
| KLAC | KLA CORP | $5,809.48万 | 0.17% | 192,552 | -5,688 | -2.9% | -$171.61万 | 减仓 |
| MS | MORGAN STANLEY | $5,818.90万 | 0.17% | 278,364 | 33,167 | 13.5% | $693.32万 | 加仓 |
| MRK | MERCK & CO INC | $5,853.40万 | 0.17% | 455,515 | 41,950 | 10.1% | $539.06万 | 加仓 |
| — | QUANTA SVCS INC | $5,901.47万 | 0.18% | 264,881 | 35,245 | 15.3% | $785.25万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $5,909.86万 | 0.18% | 2,106,903 | 2,106,903 | — | $5,909.86万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $5,916.89万 | 0.18% | 446,491 | 37,673 | 9.2% | $499.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,954.49万 | 0.18% | 115,937 | 1,128 | 1.0% | $57.93万 | 加仓 |
| ORCL | ORACLE CORP | $6,004.95万 | 0.18% | 409,753 | 28,651 | 7.5% | $419.88万 | 加仓 |
| ETR | ENTERGY CORP NEW | $6,112.80万 | 0.18% | 532,196 | 46,344 | 9.5% | $532.31万 | 加仓 |
| IBTG | ISHARES TR | $6,176.32万 | 0.18% | 2,698,260 | 769,379 | 39.9% | $1,761.11万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6,197.46万 | 0.18% | 1,097,283 | 318,923 | 41.0% | $1,801.28万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,239.24万 | 0.19% | 1,266,080 | -158,955 | -11.2% | -$783.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $6,275.00万 | 0.19% | 438,351 | 16,806 | 4.0% | $240.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,320.87万 | 0.19% | 62,498 | 4,672 | 8.1% | $472.51万 | 加仓 |
| SJM | SMUCKER J M CO | $6,346.07万 | 0.19% | 564,096 | 25,961 | 4.8% | $292.06万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $6,372.08万 | 0.19% | 1,260,051 | 106,107 | 9.2% | $536.58万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,402.36万 | 0.19% | 548,759 | 84,071 | 18.1% | $980.85万 | 加仓 |
| GPC | GENUINE PARTS CO | $6,443.49万 | 0.19% | 546,151 | -6,205 | -1.1% | -$73.21万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $6,536.41万 | 0.19% | 595,464 | 20,300 | 3.5% | $222.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,645.81万 | 0.20% | 219,247 | 24,228 | 12.4% | $734.40万 | 加仓 |
| ETN | EATON CORP PLC | $6,770.94万 | 0.20% | 158,898 | 15,543 | 10.8% | $662.32万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,782.75万 | 0.20% | 106,193 | 6,645 | 6.7% | $424.43万 | 加仓 |
| USMV | ISHARES TR | $6,814.74万 | 0.20% | 706,484 | 88,157 | 14.3% | $850.36万 | 加仓 |
| SNDK | SANDISK CORP | $6,871.49万 | 0.20% | 30,221 | 12,092 | 66.7% | $2,749.42万 | 加仓 |
| BLK | BLACKROCK INC | $7,086.14万 | 0.21% | 73,695 | 1,888 | 2.6% | $181.54万 | 加仓 |
| DGRO | ISHARES TR | $7,226.47万 | 0.22% | 953,486 | 25,295 | 2.7% | $191.71万 | 加仓 |
| CMI | CUMMINS INC | $7,232.97万 | 0.22% | 101,415 | 5,268 | 5.5% | $375.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7,242.97万 | 0.22% | 1,213,432 | -1,440 | -0.1% | -$8.60万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $7,252.90万 | 0.22% | 1,713,417 | 49,520 | 3.0% | $209.62万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $7,271.94万 | 0.22% | 502,866 | -7,090 | -1.4% | -$102.53万 | 减仓 |
| BA | BOEING CO | $7,364.25万 | 0.22% | 340,198 | 9,645 | 2.9% | $208.78万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,507.19万 | 0.22% | 1,022,639 | 35,680 | 3.6% | $261.93万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7,575.32万 | 0.23% | 1,604,940 | 95,388 | 6.3% | $450.23万 | 加仓 |
| MINT | PIMCO ETF TR | $7,818.23万 | 0.23% | 775,541 | 199,799 | 34.7% | $2,014.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,828.14万 | 0.23% | 330,832 | 11,102 | 3.5% | $262.70万 | 加仓 |
| GEV | GE VERNOVA INC | $8,223.55万 | 0.24% | 69,996 | -1,014 | -1.4% | -$119.13万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8,323.52万 | 0.25% | 530,329 | 314,896 | 146.2% | $4,942.30万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $8,358.43万 | 0.25% | 192,888 | 34,079 | 21.5% | $1,476.75万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $8,406.11万 | 0.25% | 871,190 | 622,072 | 249.7% | $6,002.37万 | 加仓 |
| GOVT | ISHARES TR | $8,410.98万 | 0.25% | 3,692,267 | 853,280 | 30.1% | $1,943.77万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8,438.62万 | 0.25% | 1,318,329 | 441,257 | 50.3% | $2,824.49万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $8,514.68万 | 0.25% | 1,691,938 | 1,586,564 | 1,505.7% | $7,984.38万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $8,869.46万 | 0.26% | 331,768 | -15,631 | -4.5% | -$417.88万 | 减仓 |
| AGG | ISHARES TR | $8,926.17万 | 0.27% | 901,815 | 46,837 | 5.5% | $463.59万 | 加仓 |
| IJR | ISHARES TR | $8,947.29万 | 0.27% | 603,283 | 16,935 | 2.9% | $251.16万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9,119.72万 | 0.27% | 504,103 | 18,912 | 3.9% | $342.14万 | 加仓 |
| MBB | ISHARES TR | $9,304.25万 | 0.28% | 984,369 | 167,127 | 20.5% | $1,579.68万 | 加仓 |
| TLH | ISHARES TR | $9,344.68万 | 0.28% | 931,209 | 6,998 | 0.8% | $70.22万 | 加仓 |
| EFV | ISHARES TR | $9,457.06万 | 0.28% | 1,235,409 | -1,208,166 | -49.4% | -$9,248.51万 | 减仓 |
| PLD | PROLOGIS INC. | $9,565.50万 | 0.28% | 706,097 | 39,070 | 5.9% | $529.28万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,919.85万 | 0.30% | 327,421 | 92,733 | 39.5% | $2,809.52万 | 加仓 |
| ADI | ANALOG DEVICES INC | $9,963.31万 | 0.30% | 250,858 | 5,322 | 2.2% | $211.37万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.01亿 | 0.30% | 1,764,963 | 848,045 | 92.5% | $4,832.16万 | 加仓 |
| PULS | PGIM ETF TR | $1.02亿 | 0.30% | 2,049,668 | 742,333 | 56.8% | $3,678.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 0.30% | 2,291,061 | -1,780 | -0.1% | -$7.90万 | 减仓 |