13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.1%
NVDA 2.1%
MSFT 2.1%
IVV 2.1%
AMZN 1.6%
JPM 1.5%
GOOGL 1.3%
VOO 1.3%
WMT 1.3%
SPY 1.2%

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
EMHC SPDR SERIES TRUST $302.66万0.01%122,040 3,7513.2% $9.30万 加仓
IGV ISHARES TR $302.64万0.01%37,806 -28,872-43.3% -$231.12万 减仓
BIZD VANECK ETF TRUST $301.53万0.01%235,568 77,67449.2% $99.42万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $300.08万0.01%1,590 1,092219.3% $206.09万 加仓
— ETFIS SER TR I $299.48万0.01%64,978 -485-0.7% -$2.24万 减仓
OUSA ALPS ETF TR $298.88万0.01%53,688 -7,981-12.9% -$44.43万 减仓
ZTS ZOETIS INC $298.15万0.01%25,223 4,90424.1% $57.97万 加仓
CDNS CADENCE DESIGN SYSTEM INC $297.77万0.01%10,716 -2,018-15.8% -$56.08万 减仓
DSI ISHARES TR $297.45万0.01%24,544 2,68912.3% $32.59万 加仓
VTES VANGUARD WELLINGTON FD $297.28万0.01%29,392 14,38295.8% $145.46万 加仓
SNOW SNOWFLAKE INC $295.02万0.01%19,561 -14,067-41.8% -$212.16万 减仓
NVO NOVO-NORDISK A S $294.87万0.01%80,236 -5,775-6.7% -$21.22万 减仓
CINF CINCINNATI FINL CORP $293.87万0.01%18,676 4472.5% $7.03万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $293.53万0.01%58,718 -1,114-1.9% -$5.57万 减仓
LDUR PIMCO ETF TR $293.30万0.01%30,609 3,36712.4% $32.26万 加仓
DFAU DIMENSIONAL ETF TRUST $292.02万0.01%64,720 -643-1.0% -$2.90万 减仓
GWX SPDR INDEX SHS FDS $290.02万0.01%68,677 -284-0.4% -$1.20万 减仓
TMSL T ROWE PRICE ETF INC $289.45万0.01%78,935 3,4174.5% $12.53万 加仓
KMX CARMAX INC $289.26万0.01%69,568 26,88863.0% $111.80万 加仓
BKIE BNY MELLON ETF TRUST $286.26万0.01%30,639 15,978109.0% $149.28万 加仓
COMT ISHARES U S ETF TR $285.92万0.01%84,568 14,12020.0% $47.74万 加仓
IJS ISHARES TR $285.14万0.01%24,072 -4,242-15.0% -$50.25万 减仓
VONE VANGUARD SCOTTSDALE FDS $284.39万0.01%9,637 510.5% $1.51万 加仓
LCTU BLACKROCK ETF TRUST $284.10万0.01%40,507 4,31411.9% $30.26万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $282.72万0.01%61,208 2190.4% $1.01万 加仓
QTUM ETF SER SOLUTIONS $282.25万0.01%26,304 -304-1.1% -$3.26万 减仓
ACGL ARCH CAP GROUP LTD $281.95万0.01%29,373 -4,136-12.3% -$39.70万 减仓
AIG AMERICAN INTL GROUP INC $281.00万0.01%37,342 -21,042-36.0% -$158.34万 减仓
AVUS AMERICAN CENTY ETF TR $280.75万0.01%25,252 -45,579-64.3% -$506.75万 减仓
ESGV VANGUARD WORLD FD $280.61万0.01%24,994 -6,262-20.0% -$70.30万 减仓
VG VENTURE GLOBAL INC $280.56万0.01%178,018 82,73986.8% $130.40万 加仓
QDPL PACER FDS TR $280.03万0.01%69,766 -30,927-30.7% -$124.14万 减仓
IDCC INTERDIGITAL INC $279.00万0.01%9,239 3,27454.9% $98.87万 加仓
VCRM VANGUARD MUN BD FDS $278.90万0.01%37,112 16,69181.7% $125.43万 加仓
KHC KRAFT HEINZ CO $278.70万0.01%123,922 -3,293-2.6% -$7.41万 减仓
TROW PRICE T ROWE GROUP INC $277.79万0.01%30,818 -7,581-19.7% -$68.33万 减仓
TACK CAPITOL SER TR $277.50万0.01%91,288 5,6176.6% $17.07万 加仓
RYLD GLOBAL X FDS $277.48万0.01%185,603 9,9985.7% $14.95万 加仓
REVS COLUMBIA RESEARCH $277.38万0.01%96,918 -18,492-16.0% -$52.92万 减仓
TBLL INVESCO EXCH TRADED FD TR II $277.36万0.01%26,278 -26,728-50.4% -$282.11万 减仓
DBMF LITMAN GREGORY FDS TR $276.38万0.01%91,670 4,5245.2% $13.64万 加仓
DFCF DIMENSIONAL ETF TRUST $275.97万0.01%65,365 12,11322.7% $51.14万 加仓
TRP TC ENERGY CORP $275.89万0.01%44,072 -11,318-20.4% -$70.85万 减仓
SPGP INVESCO EXCHANGE TRADED FD T $275.55万0.01%25,604 -12,979-33.6% -$139.68万 减仓
WES WESTERN MIDSTREAM PARTNERS L $274.13万0.01%66,584 7,61112.9% $31.33万 加仓
— DRILLING TOOLS INTL CORP $273.60万0.01%78,514 78,514— $273.60万 新建仓
EQIX EQUINIX INC $273.16万0.01%2,787 -384-12.1% -$37.64万 减仓
XLRE SELECT SECTOR SPDR TR $272.43万0.01%66,723 -6,225-8.5% -$25.42万 减仓
FEGE RBB FUND TRUST $271.97万0.01%57,866 44,807343.1% $210.59万 加仓
PAA PLAINS ALL AMERN PIPELINE L $270.67万0.01%121,215 3,2462.8% $7.25万 加仓
HQH ABRDN HEALTHCARE INVESTORS $269.94万0.01%151,738 37,39332.7% $66.52万 加仓
CHD CHURCH & DWIGHT CO INC $269.25万0.01%28,852 -927-3.1% -$8.65万 减仓
Q QNITY ELECTRONICS INC $269.12万0.01%23,324 3,50917.7% $40.49万 加仓
ROST ROSS STORES INC $267.36万0.01%12,341 -2,810-18.5% -$60.88万 减仓
MGC VANGUARD WORLD FD $266.26万0.01%11,266 3,64847.9% $86.22万 加仓
UTES ETFIS SER TR I $265.98万0.01%33,289 13,50368.2% $107.89万 加仓
TBIL RBB FD INC $264.53万0.01%53,055 8,94620.3% $44.60万 加仓
FELG FIDELITY COVINGTON TRUST $263.90万0.01%70,391 18,60535.9% $69.75万 加仓
OHI OMEGA HEALTHCARE INVS INC $263.76万0.01%60,190 26,94581.0% $118.07万 加仓
GMED GLOBUS MED INC $263.13万0.01%30,540 5,09120.0% $43.86万 加仓
— INVESCO DORSEY $262.86万0.01%21,936 21,936— $262.86万 新建仓
YUM YUM BRANDS INC $262.52万0.01%16,884 -150-0.9% -$2.33万 减仓
FDEM FIDELITY COVINGTON TRUST $262.44万0.01%83,104 14,27620.7% $45.08万 加仓
LGH NORTHERN LTS FD TR III $261.98万0.01%45,995 24,322112.2% $138.53万 加仓
NUSC NUSHARES ETF TR $261.80万0.01%58,101 -8,987-13.4% -$40.49万 减仓
VIS VANGUARD WORLD FD $261.56万0.01%8,378 4,632123.7% $144.61万 加仓
LH LABCORP HOLDINGS INC $261.31万0.01%9,794 -13-0.1% -$3,468 减仓
PAGP PLAINS GP HLDGS L P $261.02万0.01%107,504 8840.8% $2.15万 加仓
SPLB SPDR SERIES TRUST $260.59万0.01%117,279 75,530180.9% $167.83万 加仓
XBI SPDR SERIES TRUST $260.18万0.01%20,370 -549-2.6% -$7.01万 减仓
ARCC ARES CAPITAL CORP $259.16万0.01%143,818 -10,696-6.9% -$19.27万 减仓
SNPS SYNOPSYS INC $258.51万0.01%6,521 -7,100-52.1% -$281.47万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $257.74万0.01%20,299 -771-3.7% -$9.79万 减仓
ECG EVERUS CONSTRUCTION $257.39万0.01%21,802 -6,752-23.6% -$79.71万 减仓
BKAG BNY MELLON ETF TRUST $257.35万0.01%60,984 40,369195.8% $170.36万 加仓
ONEQ FIDELITY COMWLTH TR $257.26万0.01%30,299 5021.7% $4.26万 加仓
MQY BLACKROCK MUNIYILD QULT FD I $257.19万0.01%234,235 171,251271.9% $188.03万 加仓
TRV TRAVELERS COS $256.65万0.01%8,799 -23,000-72.3% -$670.87万 减仓
VCR VANGUARD WORLD FD $256.34万0.01%7,140 1922.8% $6.89万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $255.91万0.01%32,173 7,79832.0% $62.03万 加仓
OGE OGE ENERGY CORP $255.41万0.01%53,255 5,17310.8% $24.81万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $255.36万0.01%9,043 1,47419.5% $41.62万 加仓
WCC WESCO INTL INC $255.29万0.01%9,330 4,47992.3% $122.56万 加仓
STLD STEEL DYNAMICS INC $254.42万0.01%14,134 1,86515.2% $33.57万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $251.84万0.01%151,619 -37,330-19.8% -$62.01万 减仓
ARM ARM HOLDINGS PLC $251.62万0.01%16,633 -7,489-31.0% -$113.29万 减仓
VTRS VIATRIS INC $249.85万0.01%184,938 86,95988.8% $117.48万 加仓
MLI MUELLER INDS INC $248.81万0.01%22,456 2,13610.5% $23.67万 加仓
IBB ISHARES TR $248.78万0.01%14,734 -504-3.3% -$8.51万 减仓
HSBC HSBC HLDGS PLC $248.33万0.01%30,105 -802-2.6% -$6.62万 减仓
MNST MONSTER BEVERAGE CORP NEW $248.07万0.01%34,235 -808-2.3% -$5.85万 减仓
FEMB FIRST TR EXCH TRADED FD III $247.67万0.01%86,185 12,52017.0% $35.98万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $247.35万0.01%17,315 -708-3.9% -$10.11万 减仓
PPG PPG INDS INC $246.27万0.01%23,042 9,39768.9% $100.44万 加仓
GFI GOLD FIELDS LTD $246.21万0.01%54,231 19,67056.9% $89.30万 加仓
— GREENE CNTY BANCORP INC $245.38万0.01%109,495 -5,625-4.9% -$12.61万 减仓
XONE BONDBLOXX ETF TRUST $245.20万0.01%49,515 -22,407-31.2% -$110.96万 减仓
SDIV GLOBAL X FDS $244.82万0.01%96,922 5,4446.0% $13.75万 加仓
TUSI TOUCHSTONE ETF TRUST $244.56万0.01%96,588 15,95419.8% $40.40万 加仓
SCHM SCHWAB STRATEGIC TR $243.94万0.01%78,792 -7,186-8.4% -$22.25万 减仓