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
SO SOUTHERN CO $1.02亿0.30%1,067,217 27,9442.7% $267.45万 加仓
GLD SPDR GOLD TR $1.03亿0.31%279,250 7,9982.9% $294.63万 加仓
IWF ISHARES TR $1.05亿0.31%845,080 32,3604.0% $401.81万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $1.09亿0.32%2,983,447 56,1501.9% $205.12万 加仓
MTUM ISHARES TR $1.09亿0.32%317,902 -80,871-20.3% -$2,772.50万 减仓
VO VANGUARD INDEX FDS $1.10亿0.33%1,359,872 97,8327.8% $788.23万 加仓
ABBV ABBVIE INC $1.11亿0.33%439,164 -192,976-30.5% -$4,856.05万 减仓
AMAT APPLIED MATLS INC $1.12亿0.33%154,918 3,2322.1% $233.67万 加仓
RSP INVESCO EXCHANGE TRADED FD T $1.12亿0.33%528,103 76,32416.9% $1,623.95万 加仓
THRO BLACKROCK ETF TRUST $1.13亿0.34%2,630,587 -1,244,783-32.1% -$5,366.26万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $1.16亿0.35%243,543 1,3530.6% $64.62万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $1.20亿0.36%1,481,721 43,7473.0% $354.61万 加仓
EFG ISHARES TR $1.35亿0.40%1,081,097 418,81663.2% $5,210.91万 加仓
IEFA ISHARES TR $1.35亿0.40%1,394,259 35,7572.6% $345.34万 加仓
BOND PIMCO ETF TR $1.36亿0.40%1,474,136 137,90510.3% $1,271.62万 加仓
PSX PHILLIPS 66 $1.39亿0.41%823,275 -1,089-0.1% -$18.41万 减仓
COST COSTCO WHOLESALE CORPORATION $1.46亿0.43%155,824 2,8741.9% $268.85万 加仓
IEMG ISHARES INC $1.46亿0.43%1,762,151 -474,672-21.2% -$3,932.18万 减仓
BAI BLACKROCK ETF TRUST $1.55亿0.46%2,934,791 -355,623-10.8% -$1,874.84万 减仓
FELC FIDELITY COVINGTON TRUST $1.56亿0.46%3,712,785 1,819,68896.1% $7,626.31万 加仓
VTI VANGUARD INDEX FDS $1.56亿0.46%420,754 39,08810.2% $1,446.41万 加仓
TJX TJX COS INC NEW $1.59亿0.47%1,047,163 21,0682.1% $319.18万 加仓
PANW PALO ALTO NETWORKS INC $1.59亿0.47%467,364 -29,630-6.0% -$1,010.44万 减仓
HD HOME DEPOT INC $1.67亿0.50%472,273 8,7211.9% $307.57万 加仓
VEA VANGUARD TAX-MANAGED FDS $1.68亿0.50%2,363,407 66,6812.9% $475.10万 加仓
PYLD PIMCO ETF TR $1.71亿0.51%6,448,357 839,29515.0% $2,225.81万 加仓
TSLA TESLA INC $1.72亿0.51%409,932 18,0674.6% $759.90万 加仓
IVE ISHARES TR $1.84亿0.55%808,622 -50,294-5.9% -$1,141.97万 减仓
IUSB ISHARES TR $1.90亿0.57%4,110,503 1,023,04033.1% $4,721.33万 加仓
CVX CHEVRON CORPORATION $2.07亿0.62%1,249,960 37,4233.1% $620.32万 加仓
DELL DELL TECHNOLOGIES INC $2.07亿0.62%480,589 22,9245.0% $989.08万 加仓
VUG VANGUARD INDEX FDS $2.10亿0.63%2,441,322 13,7220.6% $118.20万 加仓
— EXXON MOBIL CORP $2.22亿0.66%1,621,680 46,5113.0% $635.90万 加仓
CAT CATERPILLAR INC $2.26亿0.67%212,215 -2,849-1.3% -$303.39万 减仓
VTV VANGUARD INDEX FDS $2.28亿0.68%1,046,231 -95,389-8.4% -$2,078.81万 减仓
JNJ JOHNSON & JOHNSON $2.33亿0.69%917,872 29,8393.4% $757.82万 加仓
LLY ELI LILLY & CO $2.34亿0.70%194,721 10,6265.8% $1,274.52万 加仓
META META PLATFORMS INC $2.38亿0.71%422,101 15,0703.7% $848.88万 加仓
AGX ARGAN INC $2.47亿0.73%1,497,643 421,54839.2% $6,944.64万 加仓
MU MICRON TECHNOLOGY INC $2.48亿0.74%214,739 27,03314.4% $3,120.41万 加仓
IVW ISHARES TR $2.53亿0.75%1,841,602 20,4211.1% $280.85万 加仓
V VISA INC $2.61亿0.78%760,691 3,2820.4% $112.60万 加仓
GOOG ALPHABET INC $2.72亿0.81%769,336 54,2917.6% $1,918.26万 加仓
AMD ADVANCED MICRO DEVICES INC $2.94亿0.88%506,265 -186,177-26.9% -$1.08亿 减仓
CSCO CISCO SYS INC $2.94亿0.88%2,505,809 38,2071.5% $448.78万 加仓
DYNF BLACKROCK ETF TRUST $2.97亿0.88%4,366,134 -4,667-0.1% -$31.74万 减仓
WMT WALMART INC $3.24亿0.97%2,860,565 -18,497-0.6% -$209.50万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $3.34亿1.00%668,204 4,3220.7% $216.27万 加仓
AVGO BROADCOM INC $3.55亿1.06%939,989 -8,038-0.8% -$303.64万 减仓
SPYM SPDR SERIES TRUST $3.87亿1.15%4,406,554 1,650,65359.9% $1.45亿 加仓
GOOGL ALPHABET INC $4.67亿1.39%1,305,569 16,2301.3% $580.01万 加仓
VOO VANGUARD INDEX FDS $4.70亿1.40%684,968 79,32513.1% $5,448.12万 加仓
JPM JPMORGAN CHASE & CO $4.76亿1.42%1,455,328 20,5101.4% $671.35万 加仓
AMZN AMAZON COM INC $5.17亿1.54%2,168,590 66,5133.2% $1,585.27万 加仓
MSFT MICROSOFT CORP $6.20亿1.85%1,661,376 88,5315.6% $3,302.38万 加仓
NVDA NVIDIA CORPORATION $6.97亿2.08%3,483,179 55,6021.6% $1,112.54万 加仓
SPY STATE STR SPDR S&P 500 ETF T $7.50亿2.23%1,004,114 396,37365.2% $2.96亿 加仓
IVV ISHARES TR $8.87亿2.64%1,183,931 304,10034.6% $2.28亿 加仓
AAPL APPLE INC $10.08亿3.00%3,482,619 117,0223.5% $3,386.15万 加仓