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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $1.47亿 | 0.53% | 5,609,062 | 394,557 | 7.6% | $1,033.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.47亿 | 0.53% | 2,296,726 | -32,405 | -1.4% | -$207.65万 | 减仓 |
| PSX | PHILLIPS 66 | $1.50亿 | 0.54% | 824,364 | -172,591 | -17.3% | -$3,144.26万 | 减仓 |
| AGX | ARGAN INC | $1.51亿 | 0.55% | 1,076,095 | 1,076,095 | — | $1.51亿 | 新建仓 |
| CAT | CATERPILLAR INC | $1.52亿 | 0.55% | 215,064 | -18,595 | -8.0% | -$1,317.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.52亿 | 0.55% | 152,950 | -1,394 | -0.9% | -$138.90万 | 减仓 |
| HD | HOME DEPOT INC | $1.52亿 | 0.55% | 463,552 | -4,453 | -1.0% | -$146.45万 | 减仓 |
| IEMG | ISHARES INC | $1.56亿 | 0.56% | 2,236,823 | -186,712 | -7.7% | -$1,302.32万 | 减仓 |
| TJX | TJX COS INC NEW | $1.64亿 | 0.59% | 1,026,095 | 200 | 0.0% | $3.19万 | 加仓 |
| LLY | ELI LILLY & CO | $1.69亿 | 0.61% | 184,095 | 7,734 | 4.4% | $711.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.77亿 | 0.64% | 404,600 | -1,302 | -0.3% | -$56.87万 | 减仓 |
| IVE | ISHARES TR | $1.81亿 | 0.66% | 858,916 | -56,305 | -6.2% | -$1,188.88万 | 减仓 |
| EFV | ISHARES TR | $1.82亿 | 0.66% | 2,443,575 | 407,636 | 20.0% | $3,030.78万 | 加仓 |
| CSCO | CISCO SYS INC | $1.91亿 | 0.69% | 2,467,602 | 386,151 | 18.6% | $2,996.15万 | 加仓 |
| GOOG | ALPHABET INC | $2.05亿 | 0.74% | 715,045 | 49,018 | 7.4% | $1,406.13万 | 加仓 |
| IVW | ISHARES TR | $2.06亿 | 0.74% | 1,821,181 | 71,674 | 4.1% | $810.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.11亿 | 0.76% | 2,755,901 | 295,758 | 12.0% | $2,263.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.17亿 | 0.78% | 888,033 | -16,441 | -1.8% | -$401.88万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.24亿 | 0.81% | 1,141,620 | -78,652 | -6.4% | -$1,543.15万 | 减仓 |
| V | VISA INC | $2.29亿 | 0.83% | 757,409 | 16,206 | 2.2% | $489.81万 | 加仓 |
| META | META PLATFORMS INC | $2.33亿 | 0.84% | 407,031 | -9,639 | -2.3% | -$551.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.51亿 | 0.91% | 1,212,537 | -122,319 | -9.2% | -$2,530.78万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2.54亿 | 0.92% | 4,370,801 | -371,463 | -7.8% | -$2,161.17万 | 减仓 |
| — | EXXON MOBIL CORP | $2.67亿 | 0.97% | 1,575,169 | -230,336 | -12.8% | -$3,907.88万 | 减仓 |
| AVGO | BROADCOM INC | $2.93亿 | 1.06% | 948,027 | -179,105 | -15.9% | -$5,543.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.00亿 | 1.09% | 663,882 | 39,132 | 6.3% | $1,770.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.44亿 | 1.24% | 607,741 | 3,730 | 0.6% | $211.08万 | 加仓 |
| WMT | WALMART INC | $3.58亿 | 1.29% | 2,879,062 | -58,596 | -2.0% | -$728.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3.62亿 | 1.31% | 605,643 | 4,192 | 0.7% | $250.49万 | 加仓 |
| GOOGL | ALPHABET INC | $3.71亿 | 1.34% | 1,289,339 | -126,473 | -8.9% | -$3,636.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4.22亿 | 1.52% | 1,434,818 | -23,482 | -1.6% | -$690.75万 | 减仓 |
| AMZN | AMAZON COM INC | $4.38亿 | 1.58% | 2,102,077 | 51,522 | 2.5% | $1,073.05万 | 加仓 |
| IVV | ISHARES TR | $5.75亿 | 2.08% | 879,831 | 76,462 | 9.5% | $4,994.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $5.82亿 | 2.10% | 1,572,845 | 60,460 | 4.0% | $2,238.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.92亿 | 2.14% | 3,427,577 | 103,145 | 3.1% | $1,782.25万 | 加仓 |
| AAPL | APPLE INC | $8.54亿 | 3.09% | 3,365,597 | -66,699 | -1.9% | -$1,692.75万 | 减仓 |