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
APLD APPLIED DIGITAL CORP $302.63万0.01%81,134 21,09335.1% $78.68万 加仓
QDPL PACER FDS TR $302.59万0.01%67,138 -2,628-3.8% -$11.84万 减仓
NXTG FIRST TR EXCHANGE-TRADED FD $302.55万0.01%19,731 -176-0.9% -$2.70万 减仓
TDS TELEPHONE & DATA SYS INC $301.20万0.01%81,383 6,6929.0% $24.77万 加仓
RACE FERRARI N V $300.97万0.01%8,084 1,33119.7% $49.55万 加仓
— EDWARDS LIFESCIENCES CORP $300.92万0.01%49,470 -29,044-37.0% -$176.67万 减仓
QFLR INNOVATOR ETFS TRUST $300.73万0.01%82,437 16,49925.0% $60.19万 加仓
IMTM ISHARES TR $300.30万0.01%56,309 -45,200-44.5% -$241.05万 减仓
MKSI MKS INC. $299.09万0.01%6,724 1,14420.5% $50.89万 加仓
NUSC NUSHARES ETF TR $298.95万0.01%57,358 -743-1.3% -$3.87万 减仓
MQY BLACKROCK MUNIYILD QULT FD I $297.11万0.01%256,126 21,8919.3% $25.39万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $296.52万0.01%26,302 -3,860-12.8% -$43.52万 减仓
FXR FIRST TR EXCHANGE-TRADED FD $296.29万0.01%32,516 4,53116.2% $41.29万 加仓
ONEQ FIDELITY COMWLTH TR $295.78万0.01%28,655 -1,644-5.4% -$16.97万 减仓
BAX BAXTER INTL INC $295.46万0.01%138,583 25,53622.6% $54.44万 加仓
TDV PROSHARES TR $294.25万0.01%28,304 -212-0.7% -$2.20万 减仓
FLV AMERICAN CENTY ETF TR $293.86万0.01%36,145 -4,616-11.3% -$37.53万 减仓
EUSB ISHARES TR $292.48万0.01%67,315 11,32320.2% $49.20万 加仓
OGE OGE ENERGY CORP $292.14万0.01%60,037 6,78212.7% $33.00万 加仓
IYK ISHARES TR $291.85万0.01%40,168 -6,382-13.7% -$46.37万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $291.40万0.01%31,122 8,57838.1% $80.32万 加仓
ADSK AUTODESK INC $290.83万0.01%14,959 -26,110-63.6% -$507.62万 减仓
PDEC INNOVATOR ETFS TRUST $290.19万0.01%63,237 11,00621.1% $50.51万 加仓
GPN GLOBAL PMTS INC $288.99万0.01%39,828 4,26912.0% $30.98万 加仓
ALV AUTOLIV INC $288.59万0.01%24,842 6,29834.0% $73.16万 加仓
BSX BOSTON SCIENTIFIC CORP $288.46万0.01%67,588 2,1273.2% $9.08万 加仓
LAND GLADSTONE LD CORP $287.24万0.01%336,738 24,0297.7% $20.50万 加仓
PWB INVESCO EXCHANGE TRADED FD T $285.30万0.01%16,936 10,304155.4% $173.58万 加仓
USHY ISHARES TR $285.26万0.01%77,055 40,453110.5% $149.76万 加仓
EQIX EQUINIX INC $284.67万0.01%2,731 -56-2.0% -$5.84万 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $284.44万0.01%107,803 35,00048.1% $92.35万 加仓
XONE BONDBLOXX ETF TRUST $283.73万0.01%57,470 7,95516.1% $39.27万 加仓
CNR CORE NATURAL RESOURCES INC $283.26万0.01%35,399 2,8768.8% $23.01万 加仓
GEM GOLDMAN SACHS ETF TR $282.52万0.01%54,330 -732-1.3% -$3.81万 减仓
RWJ INVESCO EXCH TRADED FD TR II $282.45万0.01%47,471 3,3817.7% $20.12万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $282.41万0.01%53,094 -14,939-22.0% -$79.46万 减仓
COKE COCA COLA CONS INC $280.63万0.01%14,699 6,39877.1% $122.15万 加仓
EXC EXELON CORP $280.54万0.01%60,175 -20,006-25.0% -$93.27万 减仓
— INVESCO DORSEY $280.23万0.01%22,269 3331.5% $4.19万 加仓
SRE SEMPRA $280.07万0.01%30,210 5,66123.1% $52.48万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $280.02万0.01%44,832 -17,152-27.7% -$107.13万 减仓
YUM YUM BRANDS INC $279.52万0.01%17,485 6013.6% $9.61万 加仓
FTNT FORTINET INC $279.39万0.01%18,187 13,811315.6% $212.16万 加仓
TRV TRAVELERS COS $279.23万0.01%8,459 -340-3.9% -$11.22万 减仓
ING ING GROEP N.V. $278.67万0.01%88,804 14,22519.1% $44.64万 加仓
CHD CHURCH & DWIGHT CO INC $278.26万0.01%28,722 -130-0.5% -$1.26万 减仓
TBLL INVESCO EXCH TRADED FD TR II $277.88万0.01%26,322 440.2% $4,645 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $275.99万0.01%69,747 8,53914.0% $33.79万 加仓
TTMI TTM TECHNOLOGIES INC $275.57万0.01%14,735 2,15417.1% $40.28万 加仓
FLRN SPDR SERIES TRUST $275.36万0.01%89,259 15,17820.5% $46.82万 加仓
TUSI TOUCHSTONE ETF TRUST $274.97万0.01%108,856 12,26812.7% $30.99万 加仓
— ETFIS SER TR I $274.95万0.01%59,524 -5,454-8.4% -$25.19万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $274.60万0.01%53,790 -25,151-31.9% -$128.40万 减仓
RYLD GLOBAL X FDS $273.85万0.01%171,262 -14,341-7.7% -$22.93万 减仓
BKAG BNY MELLON ETF TRUST $273.34万0.01%65,159 4,1756.8% $17.51万 加仓
CNC CENTENE CORP DEL $272.98万0.01%42,527 -578-1.3% -$3.71万 减仓
PPG PPG INDS INC $271.55万0.01%22,389 -653-2.8% -$7.92万 减仓
ACGL ARCH CAP GROUP LTD $271.55万0.01%27,978 -1,395-4.7% -$13.54万 减仓
VCR VANGUARD WORLD FD $271.35万0.01%6,841 -299-4.2% -$11.86万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $270.35万0.01%14,924 4,34641.1% $78.73万 加仓
DFCF DIMENSIONAL ETF TRUST $270.00万0.01%63,966 -1,399-2.1% -$5.91万 减仓
LDUR PIMCO ETF TR $269.55万0.01%28,193 -2,416-7.9% -$23.10万 减仓
OSCR OSCAR HEALTH INC $269.26万0.01%94,411 -10,744-10.2% -$30.64万 减仓
CLSE TRUST FOR PROFESSIONAL MANAG $269.06万0.01%78,822 78,822— $269.06万 新建仓
WCPB WEITZ CORE $268.83万0.01%106,048 106,048— $268.83万 新建仓
HFXI NEW YORK LIFE INVESTMENTS ET $268.29万0.01%70,435 66,1511,544.1% $251.97万 加仓
DVYE ISHARES INC $268.27万0.01%83,237 -15,396-15.6% -$49.62万 减仓
SEIM SEI EXCHANGE TRADED FUNDS $267.89万0.01%47,709 -4,191-8.1% -$23.53万 减仓
ARTY ISHARES TR $267.37万0.01%35,106 27,466359.5% $209.19万 加仓
UTWO RBB FD INC $267.05万0.01%55,680 -9,342-14.4% -$44.80万 减仓
CPA COPA HOLDINGS SA $266.20万0.01%17,112 4,01530.7% $62.46万 加仓
CCK CROWN HLDGS INC $265.46万0.01%23,740 8,43655.1% $94.33万 加仓
DGX QUEST DIAGNOSTICS INC $265.12万0.01%12,508 5504.6% $11.66万 加仓
ATO ATMOS ENERGY CORP $264.87万0.01%15,376 5,92462.7% $102.05万 加仓
IWC ISHARES TR $264.84万0.01%13,239 5364.2% $10.72万 加仓
SDIV GLOBAL X FDS $264.80万0.01%108,346 11,42411.8% $27.92万 加仓
SPLB SPDR SERIES TRUST $263.78万0.01%117,759 4800.4% $1.08万 加仓
VFLO VICTORY PORTFOLIOS II $263.20万0.01%57,531 6,42412.6% $29.39万 加仓
POCT INNOVATOR ETFS TRUST $262.81万0.01%56,627 2,9345.5% $13.62万 加仓
LMUB ISHARES TR $262.56万0.01%51,261 39,486335.3% $202.25万 加仓
MBSF VALUED ADVISERS TR $261.59万0.01%101,884 9,0079.7% $23.13万 加仓
HYG ISHARES TR $261.25万0.01%32,669 22,175211.3% $177.33万 加仓
EMN EASTMAN CHEM CO $261.09万0.01%38,980 -23,849-38.0% -$159.74万 减仓
HII HUNTINGTON INGALLS INDS INC $259.72万0.01%9,280 -2,853-23.5% -$79.85万 减仓
NZF NUVEEN MUN CR INCOME FD $259.37万0.01%204,553 18,64910.0% $23.65万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $259.32万0.01%139,122 3,4602.6% $6.45万 加仓
ZTS ZOETIS INC $259.25万0.01%36,078 10,85543.0% $78.00万 加仓
COMT ISHARES U S ETF TR $258.28万0.01%85,046 4780.6% $1.45万 加仓
SEIV SEI EXCHANGE TRADED FUNDS $258.21万0.01%53,793 -3,941-6.8% -$18.92万 减仓
VLUE ISHARES TR $258.18万0.01%12,922 3,33334.8% $66.59万 加仓
AFRM AFFIRM HLDGS INC $257.79万0.01%31,612 2,4528.4% $20.00万 加仓
SNA SNAP ON INC $257.24万0.01%6,393 1442.3% $5.79万 加仓
XCEM COLUMBIA EM $256.37万0.01%48,481 2,5455.5% $13.46万 加仓
AIG AMERICAN INTL GROUP INC $255.20万0.01%34,241 -3,101-8.3% -$23.11万 减仓
— INVESCO EXCHANGE TRADED FD T $254.41万0.01%72,071 -98,125-57.7% -$346.38万 减仓
IONQ IONQ INC $252.99万0.01%47,500 22,75391.9% $121.18万 加仓
UAL UNITED AIRLS HLDGS INC $252.45万0.01%18,564 9525.4% $12.95万 加仓
TE T1 ENERGY INC $251.93万0.01%265,753 179,612208.5% $170.27万 加仓
PAGP PLAINS GP HLDGS L P $250.98万0.01%103,411 -4,093-3.8% -$9.93万 减仓
DFUV DIMENSIONAL ETF TRUST $250.24万0.01%45,490 7,15618.7% $39.37万 加仓