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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $243.92万 | 0.01% | 15,012 | -11,629 | -43.7% | -$188.95万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $243.72万 | 0.01% | 51,768 | -4,782 | -8.5% | -$22.51万 | 减仓 |
| EUSB | ISHARES TR | $243.57万 | 0.01% | 55,992 | 16,255 | 40.9% | $70.71万 | 加仓 |
| VICI | VICI PPTYS INC | $243.44万 | 0.01% | 89,107 | 3,175 | 3.7% | $8.67万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $242.95万 | 0.01% | 15,622 | -10,574 | -40.4% | -$164.44万 | 减仓 |
| TDV | PROSHARES TR | $241.55万 | 0.01% | 28,516 | -75 | -0.3% | -$6,353 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $241.45万 | 0.01% | 45,746 | 245 | 0.5% | $1.29万 | 加仓 |
| PWR | QUANTA SERVICES | $240.65万 | 0.01% | 4,383 | -16,508 | -79.0% | -$906.37万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $240.03万 | 0.01% | 53,810 | -5,267 | -8.9% | -$23.49万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $239.94万 | 0.01% | 57,734 | 34 | 0.1% | $1,413 | 加仓 |
| PAAA | PGIM ETF TR | $239.88万 | 0.01% | 46,870 | 44,697 | 2,056.9% | $228.76万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $239.72万 | 0.01% | 62,144 | -2,342 | -3.6% | -$9.03万 | 减仓 |
| GPN | GLOBAL PMTS INC | $239.31万 | 0.01% | 35,559 | -244 | -0.7% | -$1.64万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $239.02万 | 0.01% | 79,487 | 15,602 | 24.4% | $46.92万 | 加仓 |
| BIIB | BIOGEN INC | $238.90万 | 0.01% | 13,031 | -8,017 | -38.1% | -$146.98万 | 减仓 |
| SRE | SEMPRA | $238.54万 | 0.01% | 24,549 | -1,787 | -6.8% | -$17.36万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $237.87万 | 0.01% | 55,062 | 32,330 | 142.2% | $139.67万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $237.22万 | 0.01% | 314,614 | -25,834 | -7.6% | -$19.48万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $236.93万 | 0.01% | 92,877 | 21,360 | 29.9% | $54.49万 | 加仓 |
| PTRB | PGIM ETF TR | $236.64万 | 0.01% | 57,007 | 57,007 | — | $236.64万 | 新建仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $236.40万 | 0.01% | 51,900 | 1,211 | 2.4% | $5.52万 | 加仓 |
| ACWI | ISHARES TR | $235.56万 | 0.01% | 17,024 | 3,758 | 28.3% | $52.00万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $235.52万 | 0.01% | 52,986 | -1,356 | -2.5% | -$6.03万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $234.92万 | 0.01% | 164,508 | -28,578 | -14.8% | -$40.81万 | 减仓 |
| ANGL | VANECK ETF TRUST | $234.89万 | 0.01% | 81,787 | 1,361 | 1.7% | $3.91万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $234.35万 | 0.01% | 11,958 | -1,552 | -11.5% | -$30.42万 | 减仓 |
| MKL | MARKEL GROUP INC | $234.09万 | 0.01% | 1,223 | -38 | -3.0% | -$7.27万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $232.68万 | 0.01% | 104,476 | 81,213 | 349.1% | $180.87万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $232.47万 | 0.01% | 246,001 | -13,729 | -5.3% | -$12.97万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $232.45万 | 0.01% | 31,563 | 31,563 | — | $232.45万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $231.47万 | 0.01% | 53,693 | -1,007 | -1.8% | -$4.34万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $231.36万 | 0.01% | 10,578 | 2,012 | 23.5% | $44.01万 | 加仓 |
| FBK | FB FINL CORP | $230.62万 | 0.01% | 44,401 | -2,874 | -6.1% | -$14.93万 | 减仓 |
| EZU | ISHARES INC | $230.47万 | 0.01% | 36,793 | -82 | -0.2% | -$5,136 | 减仓 |
| CARY | ANGEL OAK | $228.82万 | 0.01% | 110,153 | 9,057 | 9.0% | $18.81万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $228.72万 | 0.01% | 32,038 | -118,646 | -78.7% | -$847.03万 | 减仓 |
| RACE | FERRARI N V | $228.55万 | 0.01% | 6,753 | 454 | 7.2% | $15.37万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $228.45万 | 0.01% | 14,922 | 4,400 | 41.8% | $67.36万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $228.44万 | 0.01% | 27,985 | -17,925 | -39.0% | -$146.32万 | 减仓 |
| NUDM | NUSHARES ETF TR | $228.25万 | 0.01% | 63,210 | 8,137 | 14.8% | $29.38万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $228.02万 | 0.01% | 74,081 | 11,249 | 17.9% | $34.62万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $227.40万 | 0.01% | 175,873 | -7,611 | -4.1% | -$9.84万 | 减仓 |
| SNA | SNAP ON INC | $226.97万 | 0.01% | 6,249 | -308 | -4.7% | -$11.19万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $226.43万 | 0.01% | 185,904 | 45,602 | 32.5% | $55.54万 | 加仓 |
| — | ISHARES U S ETF TR | $226.29万 | 0.01% | 86,584 | 1,186 | 1.4% | $3.10万 | 加仓 |
| AIS | VISTASHARES A I | $226.27万 | 0.01% | 53,990 | -2,570 | -4.5% | -$10.77万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $225.72万 | 0.01% | 5,315 | 1,301 | 32.4% | $55.25万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $225.36万 | 0.01% | 50,507 | -2,848 | -5.3% | -$12.71万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $224.74万 | 0.01% | 32,092 | 4,812 | 17.6% | $33.70万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $224.73万 | 0.01% | 5,518 | 1,595 | 40.7% | $64.96万 | 加仓 |
| FRDM | EA SERIES TRUST | $223.17万 | 0.01% | 40,837 | 3,618 | 9.7% | $19.77万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $223.16万 | 0.01% | 19,718 | 2,190 | 12.5% | $24.79万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $222.80万 | 0.01% | 19,907 | 87 | 0.4% | $9,737 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $222.56万 | 0.01% | 44,090 | 2,000 | 4.8% | $10.10万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $222.02万 | 0.01% | 8,068 | -845 | -9.5% | -$23.25万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $221.98万 | 0.01% | 52,231 | -5,023 | -8.8% | -$21.35万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $221.20万 | 0.01% | 202,377 | 880 | 0.4% | $9,618 | 加仓 |
| HAWX | ISHARES TR | $219.95万 | 0.01% | 53,790 | -3,568 | -6.2% | -$14.59万 | 减仓 |
| PPL | PPL CORP | $219.73万 | 0.01% | 57,521 | 3,448 | 6.4% | $13.17万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $219.57万 | 0.01% | 65,938 | -4,890 | -6.9% | -$16.28万 | 减仓 |
| WY | WEYERHAEUSER CO | $219.38万 | 0.01% | 89,800 | 68,285 | 317.4% | $166.82万 | 加仓 |
| ICSH | ISHARES TR | $218.63万 | 0.01% | 43,190 | 3,354 | 8.4% | $16.98万 | 加仓 |
| RELX | RELX PLC | $218.62万 | 0.01% | 65,949 | 6,206 | 10.4% | $20.57万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $218.01万 | 0.01% | 135,662 | 133,019 | 5,032.9% | $213.76万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $217.94万 | 0.01% | 66,141 | -5,529 | -7.7% | -$18.22万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $217.89万 | 0.01% | 41,143 | 34,823 | 551.0% | $184.42万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $217.83万 | 0.01% | 32,246 | 22,129 | 218.7% | $149.49万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $216.79万 | 0.01% | 43,716 | -422,528 | -90.6% | -$2,095.33万 | 减仓 |
| PPTA | PERPETUA RESOURCES | $216.45万 | 0.01% | 76,975 | -7,305 | -8.7% | -$20.54万 | 减仓 |
| CDE | COEUR MNG INC | $216.12万 | 0.01% | 115,143 | -172,952 | -60.0% | -$324.63万 | 减仓 |
| EVRG | EVERGY INC | $215.95万 | 0.01% | 26,362 | 7,253 | 38.0% | $59.41万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $215.67万 | 0.01% | 57,636 | 1,791 | 3.2% | $6.70万 | 加仓 |
| AON | AON PLC | $215.11万 | 0.01% | 6,664 | -6,789 | -50.5% | -$219.15万 | 减仓 |
| AGI | ALAMOS GOLD | $215.08万 | 0.01% | 48,408 | -8,632 | -15.1% | -$38.35万 | 减仓 |
| INV | INNVENTURE INC | $215.01万 | 0.01% | 549,901 | 398,911 | 264.2% | $155.97万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $214.50万 | 0.01% | 49,129 | -1,400 | -2.8% | -$6.11万 | 减仓 |
| VOX | VANGUARD WORLD FD | $214.28万 | 0.01% | 11,915 | 149 | 1.3% | $2.68万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $212.39万 | 0.01% | 6,985 | 593 | 9.3% | $18.03万 | 加仓 |
| SSRM | SSR MINING IN | $211.10万 | 0.01% | 71,804 | 46,304 | 181.6% | $136.13万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $208.19万 | 0.01% | 78,324 | -10,954 | -12.3% | -$29.12万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $207.96万 | 0.01% | 32,187 | -10,849 | -25.2% | -$70.09万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $207.92万 | 0.01% | 27,845 | 4,463 | 19.1% | $33.33万 | 加仓 |
| KVUE | KENVUE INC | $206.96万 | 0.01% | 120,048 | -21,803 | -15.4% | -$37.59万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $206.44万 | 0.01% | 81,452 | 1,668 | 2.1% | $4.23万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $206.19万 | 0.01% | 3,502 | -87 | -2.4% | -$5.12万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $206.04万 | 0.01% | 125,177 | 37,709 | 43.1% | $62.07万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $205.85万 | 0.01% | 77,359 | 4,150 | 5.7% | $11.04万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $205.75万 | 0.01% | 23,668 | 10,773 | 83.5% | $93.65万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $205.45万 | 0.01% | 18,831 | 1,766 | 10.3% | $19.27万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $205.26万 | 0.01% | 19,227 | -4,802 | -20.0% | -$51.27万 | 减仓 |
| AMCR | AMCOR PLC | $204.63万 | 0.01% | 51,480 | 51,480 | — | $204.63万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $204.60万 | 0.01% | 17,951 | -10,106 | -36.0% | -$115.19万 | 减仓 |
| CMS | CMS ENERGY CORP | $204.25万 | 0.01% | 26,328 | 174 | 0.7% | $1.35万 | 加仓 |
| CNX | CNX RES CORP | $204.14万 | 0.01% | 71,294 | -30,997 | -30.3% | -$88.75万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $203.58万 | 0.01% | 187,974 | 24,416 | 14.9% | $26.44万 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $203.31万 | 0.01% | 183,000 | -17,823 | -8.9% | -$19.80万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $202.99万 | 0.01% | 179,952 | 110,968 | 160.9% | $125.17万 | 加仓 |
| CRH | CRH PLC | $202.87万 | 0.01% | 19,298 | 4,175 | 27.6% | $43.89万 | 加仓 |
| IWC | ISHARES TR | $202.75万 | 0.01% | 12,703 | 10,667 | 523.9% | $170.26万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $201.77万 | 0.01% | 51,107 | 3,890 | 8.2% | $15.36万 | 加仓 |