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
MCO MOODYS CORP $368.10万0.01%8,127 -1,176-12.6% -$53.26万 减仓
MTZ MASTEC INC $367.84万0.01%8,841 5,409157.6% $225.05万 加仓
VDC VANGUARD WORLD FD $367.66万0.01%16,304 -334-2.0% -$7.53万 减仓
TTE TOTALENERGIES SE $367.51万0.01%47,262 4120.9% $3.20万 加仓
FSLR FIRST SOLAR INC $367.34万0.01%15,568 -447-2.8% -$10.55万 减仓
— GREENE CNTY BANCORP INC $366.82万0.01%109,206 -289-0.3% -$9,708 减仓
HBAN HUNTINGTON BANCSHARES INC $365.71万0.01%206,268 -45,912-18.2% -$81.40万 减仓
NBSD NEUBERGER BERMAN ETF TRUST $365.05万0.01%72,279 8,61313.5% $43.50万 加仓
— BARCLAYS PLC $363.41万0.01%79,367 39,23997.8% $179.67万 加仓
HQH ABRDN HEALTHCARE INVESTORS $361.59万0.01%164,510 12,7728.4% $28.07万 加仓
RJF RAYMOND JAMES FINL INC $361.41万0.01%23,772 -7,248-23.4% -$110.19万 减仓
EVRG EVERGY INC $360.55万0.01%41,720 15,35858.3% $132.73万 加仓
AOA ISHARES TR $360.01万0.01%36,886 -2,536-6.4% -$24.75万 减仓
BBY BEST BUY INC $359.61万0.01%47,392 -14,491-23.4% -$109.96万 减仓
TIPX SPDR SERIES TRUST $359.26万0.01%189,782 15,6789.0% $29.68万 加仓
NVO NOVO-NORDISK A S $358.75万0.01%74,834 -5,402-6.7% -$25.90万 减仓
IGV ISHARES TR $358.48万0.01%39,568 1,7624.7% $15.96万 加仓
IBTM ISHARES IBONDS $358.46万0.01%157,946 -2,162-1.4% -$4.91万 减仓
CINF CINCINNATI FINL CORP $356.98万0.01%19,281 6053.2% $11.20万 加仓
ARCC ARES CAPITAL CORP $355.69万0.01%191,952 48,13433.5% $89.19万 加仓
SPIB SPDR SERIES TRUST $354.88万0.01%106,063 -9,102-7.9% -$30.46万 减仓
AG FIRST MAJESTIC SILVER CORP $354.24万0.01%208,870 -11,944-5.4% -$20.26万 减仓
VIS VANGUARD WORLD FD $351.46万0.01%9,753 1,37516.4% $49.55万 加仓
VICI VICI PPTYS INC $350.60万0.01%132,052 42,94548.2% $114.02万 加仓
VCRM VANGUARD MUN BD FDS $350.56万0.01%45,885 8,77323.6% $67.03万 加仓
DFAU DIMENSIONAL ETF TRUST $349.75万0.01%67,664 2,9444.5% $15.22万 加仓
GWX SPDR INDEX SHS FDS $349.67万0.01%79,907 11,23016.4% $49.14万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $349.23万0.01%43,031 6251.5% $5.07万 加仓
VTES VANGUARD WELLINGTON FD $348.74万0.01%34,423 5,03117.1% $50.97万 加仓
EWBC EAST WEST BANCORP INC $345.54万0.01%26,768 7,54139.2% $97.35万 加仓
OUSA ALPS ETF TR $345.32万0.01%59,201 5,51310.3% $32.16万 加仓
INMU BLACKROCK ETF TRUST II $344.66万0.01%142,128 85,750152.1% $207.94万 加仓
TMSL T ROWE PRICE EXCHANGE-TRADED $344.43万0.01%78,548 -387-0.5% -$1.70万 减仓
AXON AXON ENTERPRISE INC $344.29万0.01%6,141 82615.5% $46.31万 加仓
ALAI THE ALGER ETF TRUST $344.06万0.01%75,386 -22,400-22.9% -$102.23万 减仓
JEF JEFFERIES FINANCIAL GROUP IN $342.75万0.01%68,577 29,89977.3% $149.44万 加仓
CDL VICTORY PORTFOLIOS II $342.12万0.01%44,103 -4,282-8.8% -$33.22万 减仓
URI UNITED RENTALS INC $340.11万0.01%3,002 1,545106.0% $175.04万 加仓
EVTR MORGAN STANLEY ETF TRUST $340.05万0.01%67,058 -5,640-7.8% -$28.60万 减仓
SPGP INVESCO EXCHANGE TRADED FD T $339.84万0.01%27,790 2,1868.5% $26.73万 加仓
SPSB SPDR SERIES TRUST $339.58万0.01%113,154 33,66742.4% $101.04万 加仓
VFH VANGUARD WORLD FD $338.55万0.01%25,725 -2,070-7.4% -$27.24万 减仓
ESGV VANGUARD WORLD FD $337.70万0.01%25,537 5432.2% $7.18万 加仓
STLD STEEL DYNAMICS INC $337.50万0.01%14,708 5744.1% $13.17万 加仓
BUFP PGIM ROCK ETF TR $337.41万0.01%105,277 71,576212.4% $229.40万 加仓
INCM FRANKLIN TEMPLETON ETF TR $337.39万0.01%116,926 -117-0.1% -$3,376 减仓
LGH NORTHERN LTS FD TR III $337.02万0.01%52,857 6,86214.9% $43.75万 加仓
MNST MONSTER BEVERAGE CORP NEW $336.62万0.01%35,021 7862.3% $7.55万 加仓
DFGP DIMENSIONAL ETF TRUST $336.07万0.01%61,709 -830-1.3% -$4.52万 减仓
PSC PRINCIPAL EXCHANGE TRADED FD $333.95万0.01%47,623 12,43935.4% $87.23万 加仓
APA APA CORPORATION $333.52万0.01%102,402 18,78722.5% $61.19万 加仓
HMOP HARTFORD FDS EXCHANGE TRADED $333.27万0.01%85,138 -2,612-3.0% -$10.22万 减仓
XEVTX EATON VANCE TAX ADVT DIV INC $332.54万0.01%120,137 97,405428.5% $269.62万 加仓
SCHP SCHWAB STRATEGIC TR $332.37万0.01%125,424 48,06562.1% $127.37万 加仓
FELG FIDELITY COVINGTON TRUST $332.26万0.01%75,944 5,5537.9% $24.29万 加仓
FEGE RBB FUND TRUST $331.74万0.01%67,813 9,94717.2% $48.66万 加仓
DFIV DIMENSIONAL ETF TRUST $331.02万0.01%61,277 15,53134.0% $83.90万 加仓
EMHC SPDR SERIES TRUST $329.46万0.01%129,504 7,4646.1% $18.99万 加仓
BKR BAKER HUGHES COMPANY $329.36万0.01%59,344 -46-0.1% -$2,553 减仓
LQTI FIRST TR EXCHANGE-TRADED FD $328.91万0.01%170,330 7480.4% $1.44万 加仓
EOSE EOS ENERGY ENTERPRISES INC $328.17万0.01%558,108 -435,531-43.8% -$256.09万 减仓
HSBC HSBC HLDGS PLC $327.23万0.01%34,412 4,30714.3% $40.96万 加仓
USMF WISDOMTREE TR $325.87万0.01%60,076 -2,172-3.5% -$11.78万 减仓
EXE EXPAND ENERGY CORPORATION $325.30万0.01%35,673 27,492336.0% $250.70万 加仓
BIIB BIOGEN INC $324.90万0.01%15,037 2,00615.4% $43.34万 加仓
AVUS AMERICAN CENTY ETF TR $324.47万0.01%25,333 810.3% $1.04万 加仓
XYLD GLOBAL X FDS $324.22万0.01%79,486 1190.1% $4,854 加仓
MISL FIRST TR EXCHANGE-TRADED FD $324.13万0.01%70,817 -335,587-82.6% -$1,535.98万 减仓
RODM LATTICE STRATEGIES TR $323.28万0.01%80,000 -263-0.3% -$1.06万 减仓
JSML JANUS DETROIT STR TR $323.08万0.01%34,719 2,6278.2% $24.45万 加仓
FENY FIDELITY COVINGTON TRUST $322.55万0.01%109,117 5,7415.6% $16.97万 加仓
ED CONSOLIDATED EDISON INC $322.35万0.01%29,138 9,42047.8% $104.21万 加仓
HSY HERSHEY CO $322.24万0.01%18,367 -6,357-25.7% -$111.53万 减仓
UGI UGI CORP NEW $321.90万0.01%93,195 7690.8% $2.66万 加仓
HST HOST HOTELS & RESORTS INC $319.03万0.01%134,554 -33,137-19.8% -$78.57万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $318.89万0.01%19,981 -318-1.6% -$5.08万 减仓
FDMO FIDELITY COVINGTON TRUST $318.23万0.01%32,285 9,55842.1% $94.21万 加仓
TROW PRICE T ROWE GROUP INC $317.88万0.01%27,961 -2,857-9.3% -$32.48万 减仓
TACK CAPITOL SER TR $317.82万0.01%100,482 9,19410.1% $29.08万 加仓
TWLO TWILIO INC $316.48万0.01%15,338 10,134194.7% $209.10万 加仓
DBMF LITMAN GREGORY FDS TR $316.33万0.01%103,341 11,67112.7% $35.73万 加仓
FTMA PUTNAM FRANKLIN $315.80万0.01%346,083 -31,251-8.3% -$28.52万 减仓
WES WESTERN MIDSTREAM PARTNERS L $314.97万0.01%71,977 5,3938.1% $23.60万 加仓
RCL ROYAL CARIBBEAN GROUP $314.82万0.01%9,915 1,84722.9% $58.65万 加仓
GMED GLOBUS MED INC $314.54万0.01%39,810 9,27030.4% $73.24万 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $313.81万0.01%72,272 10,12816.3% $43.98万 加仓
MLI MUELLER INDS INC $313.49万0.01%25,501 3,04513.6% $37.43万 加仓
DOC HEALTHPEAK PROPERTIES INC $313.16万0.01%146,336 27,50823.1% $58.87万 加仓
PAA PLAINS ALL AMERN PIPELINE L $310.93万0.01%139,680 18,46515.2% $41.10万 加仓
CNX CNX RES CORP $310.46万0.01%91,499 20,20528.3% $68.56万 加仓
PKW INVESCO EXCHANGE TRADED FD T $308.90万0.01%21,806 8,48563.7% $120.20万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $308.83万0.01%33,864 1,6775.2% $15.29万 加仓
LH LABCORP HOLDINGS INC $308.10万0.01%11,004 1,21012.4% $33.88万 加仓
PTF INVESCO EXCHANGE TRADED FD T $307.46万0.01%22,556 16,122250.6% $219.76万 加仓
XLRE SELECT SECTOR SPDR TR $306.39万0.01%69,586 2,8634.3% $12.61万 加仓
— PACER FDS TR $304.81万0.01%159,006 -1,031-0.6% -$1.98万 减仓
CLS CELESTICA INC $304.64万0.01%8,351 2,06932.9% $75.48万 加仓
KYN KAYNE ANDERSON ENERGY INFRST $304.47万0.01%220,149 55,64133.8% $76.95万 加仓
UTES ETFIS SER TR I $303.70万0.01%37,154 3,86511.6% $31.59万 加仓
IJS ISHARES TR $302.70万0.01%22,146 -1,926-8.0% -$26.32万 减仓