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
CRDO CREDO TECHNOLOGY GROUP HOLDI $249.54万0.01%9,176 3,29356.0% $89.55万 加仓
UBS UBS GROUP AG $249.23万0.01%50,288 2,6115.5% $12.94万 加仓
PJUL INNOVATOR ETFS TRUST $248.82万0.01%50,978 7,89418.3% $38.53万 加仓
CRH CRH PLC $248.70万0.01%23,243 3,94520.4% $42.21万 加仓
— LEUTHOLD SELECT $247.37万0.01%52,935 52,935— $247.37万 新建仓
MKL MARKEL GROUP INC $247.25万0.01%1,266 433.5% $8.40万 加仓
DFGR DIMENSIONAL ETF TRUST $246.34万0.01%85,033 6,7098.6% $19.44万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $246.12万0.01%54,877 1,8913.6% $8.48万 加仓
TEM TEMPUS AI INC $245.90万0.01%42,447 -549-1.3% -$3.18万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $245.54万0.01%102,951 36,52555.0% $87.11万 加仓
PTRB PGIM ETF TR $244.49万0.01%58,971 1,9643.4% $8.14万 加仓
FBK FB FINL CORP $244.28万0.01%44,134 -267-0.6% -$1.48万 减仓
FXN FIRST TR EXCHANGE-TRADED FD $243.63万0.01%120,431 -563,596-82.4% -$1,140.15万 减仓
WRB BERKLEY W R CORP $243.28万0.01%34,493 25,610288.3% $180.63万 加仓
AVSD AMERICAN CENTY ETF TR $242.44万0.01%30,349 -1,214-3.8% -$9.70万 减仓
DFIS DIMENSIONAL ETF TRUST $241.95万0.01%69,071 20,71642.8% $72.57万 加仓
IRMD IRADIMED CORP $241.33万0.01%25,254 8,06346.9% $77.05万 加仓
PMAR INNOVATOR ETFS TRUST $240.99万0.01%50,449 -58-0.1% -$2,771 减仓
AMCR AMCOR PLC $240.84万0.01%55,558 4,0787.9% $17.68万 加仓
PECO PHILLIPS EDISON & CO INC $240.11万0.01%57,691 550.1% $2,289 加仓
RS RELIANCE INC $239.93万0.01%6,423 4,202189.2% $156.97万 加仓
GGUS GOLDMAN SACHS ETF TR $239.48万0.01%35,088 1,2803.8% $8.74万 加仓
MRP MILLROSE PPTYS INC $239.40万0.01%79,666 50,393172.1% $151.43万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $238.77万0.01%79,141 -8,479-9.7% -$25.58万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $238.42万0.01%302,561 -12,053-3.8% -$9.50万 减仓
SCHM SCHWAB STRATEGIC TR $238.32万0.01%64,637 -14,155-18.0% -$52.19万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $238.11万0.01%1,144 -446-28.1% -$92.83万 减仓
NUDM NUSHARES ETF TR $238.07万0.01%59,488 -3,722-5.9% -$14.90万 减仓
IDCC INTERDIGITAL INC $237.90万0.01%8,403 -836-9.0% -$23.67万 减仓
XEVVX EATON VANCE LIMITED DURATION $236.02万0.01%251,894 5,8932.4% $5.52万 加仓
SCHE SCHWAB STRATEGIC TR $234.00万0.01%64,534 -1,607-2.4% -$5.83万 减仓
KDP KEURIG DR PEPPER INC $233.72万0.01%71,407 11,01918.2% $36.07万 加仓
CTAS CINTAS CORP $233.45万0.01%13,726 2,64723.9% $45.02万 加仓
NDSN NORDSON CORP $233.23万0.01%7,731 6238.8% $18.79万 加仓
SCI SERVICE CORP INTL $232.42万0.01%30,598 13,47578.7% $102.36万 加仓
ARKQ ARK ETF TR $232.37万0.01%17,575 6,14153.7% $81.20万 加仓
NML NEUBERGER ENGY INFRSTR & INC $231.72万0.01%228,521 59,36735.1% $60.20万 加仓
MKC MCCORMICK & CO INC $231.27万0.01%45,868 24,076110.5% $121.39万 加仓
XTL SPDR SERIES TRUST $231.18万0.01%10,163 8,185413.8% $186.19万 加仓
MAIN MAIN STR CAP CORP $231.17万0.01%44,558 3,4158.3% $17.72万 加仓
COIN COINBASE GLOBAL INC $231.05万0.01%15,805 -4,599-22.5% -$67.23万 减仓
NXST NEXSTAR MEDIA GROUP INC $230.83万0.01%12,925 3,89743.2% $69.60万 加仓
FXI ISHARES TR $230.57万0.01%72,989 69,6222,067.8% $219.94万 加仓
TRFK PACER FDS TR $229.80万0.01%21,537 -2,837-11.6% -$30.27万 减仓
EPAM EPAM SYS INC $229.03万0.01%28,863 -469-1.6% -$3.72万 减仓
AON AON PLC $228.80万0.01%6,898 2343.5% $7.76万 加仓
— ISHARES U S ETF TR $227.09万0.01%86,406 -178-0.2% -$4,678 减仓
HACK AMPLIFY ETF TR $226.99万0.01%21,632 7,85557.0% $82.42万 加仓
CHI CALAMOS CONV OPPORTUNITIES & $226.76万0.01%168,723 50,32242.5% $67.63万 加仓
TDI TOUCHSTONE DYNAMIC $225.97万0.01%50,300 49,5236,373.6% $222.48万 加仓
BMNR BITMINE IMMERSION TECHS INC $225.80万0.01%169,649 58,21452.2% $77.48万 加仓
PPL PPL CORP $225.61万0.01%62,066 4,5457.9% $16.52万 加仓
— RBB FUND TRUST $224.30万0.01%152,276 -119,531-44.0% -$176.07万 重新持有
NTRS NORTHERN TR CORP $223.50万0.01%12,857 5,94386.0% $103.31万 加仓
AAON AAON INC $223.32万0.01%17,604 1,2537.7% $15.90万 加仓
MP MP MATERIALS CORP $223.29万0.01%39,866 22,958135.8% $128.59万 加仓
KNTK KINETIK HOLDINGS INC $223.27万0.01%46,187 5,26912.9% $25.47万 加仓
— ANGEL OAK FUNDS TRUST $222.12万0.01%201,831 -546-0.3% -$6,009 减仓
ADM ARCHER DANIELS MIDLAND CO $221.40万0.01%28,980 4,39817.9% $33.60万 加仓
PHAT PHATHOM PHARMACEUTICALS INC $221.30万0.01%203,962 20,96211.5% $22.74万 加仓
FEMB FIRST TR EXCH TRADED FD III $220.31万0.01%75,398 -10,787-12.5% -$31.52万 减仓
ICSH ISHARES TR $220.00万0.01%43,496 3060.7% $1.55万 加仓
PAPR INNOVATOR ETFS TRUST $219.47万0.01%52,007 4,6019.7% $19.42万 加仓
FRDM EA SERIES TRUST $219.32万0.01%30,085 -10,752-26.3% -$78.38万 减仓
JMTG J P MORGAN EXCHANGE TRADED F $219.23万0.01%43,258 -17,698-29.0% -$89.69万 减仓
EMBX VANECK FDS $218.90万0.01%42,663 42,663— $218.90万 新建仓
VOX VANGUARD WORLD FD $218.88万0.01%11,899 -16-0.1% -$2,943 减仓
MTN VAIL RESORTS INC $218.58万0.01%16,055 15,93613,391.6% $216.96万 加仓
FQAL FIDELITY COVINGTON TRUST $218.45万0.01%26,850 6892.6% $5.61万 加仓
ANGL VANECK ETF TRUST $218.37万0.01%74,681 -7,106-8.7% -$20.78万 减仓
DDOG DATADOG INC $218.08万0.01%8,376 -367-4.2% -$9.56万 减仓
KVUE KENVUE INC $216.66万0.01%113,377 -6,671-5.6% -$12.75万 减仓
OKLO OKLO INC $216.45万0.01%41,362 5,46815.2% $28.61万 加仓
BOTZ GLOBAL X FDS $216.24万0.01%56,997 -3,312-5.5% -$12.57万 减仓
PXH INVESCO EXCHANGE $215.07万0.01%77,141 22,75341.8% $63.44万 加仓
WCN WASTE CONNECTIONS INC $215.03万0.01%12,900 3,91243.5% $65.21万 加仓
SWK STANLEY BLACK & DECKER INC $214.59万0.01%22,799 -3,852-14.5% -$36.26万 减仓
— VANECK ETF TRUST $214.20万0.01%21,766 6,42641.9% $63.24万 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $213.14万0.01%82,455 12,70318.2% $32.84万 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $213.13万0.01%37,718 -440-1.2% -$2.49万 减仓
JFR NUVEEN FLOATING RATE INCOME $212.90万0.01%277,570 53,72524.0% $41.21万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $212.67万0.01%12,619 -447-3.4% -$7.53万 减仓
MHD BLACKROCK MUNIHOLDINGS FD IN $212.29万0.01%178,396 -1,556-0.9% -$1.85万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $211.86万0.01%28,262 -1,358-4.6% -$10.18万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $211.31万0.01%31,305 20,319185.0% $137.16万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $211.09万0.01%179,805 48,20536.6% $56.59万 加仓
CMS CMS ENERGY CORP $211.03万0.01%27,585 1,2574.8% $9.62万 加仓
— INVESCO EXCHANGE TRADED FD T $210.59万0.01%14,062 14,062— $210.59万 新建仓
EMLP FIRST TR EXCHANGE-TRADED FD $210.19万0.01%48,319 -810-1.6% -$3.52万 减仓
— PUTNAM ETF TRUST $209.85万0.01%77,124 10,65516.0% $28.99万 加仓
— JOHN HANCOCK EXCHANGE TRADED $209.53万0.01%81,967 5150.6% $1.32万 加仓
FELV FIDELITY COVINGTON TRUST $209.52万0.01%52,263 10,00223.7% $40.10万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $209.20万0.01%3,861 1,69878.5% $92.00万 加仓
— EA SERIES TRUST $209.10万0.01%57,572 -111,109-65.9% -$403.55万 减仓
P EVERPURE INC $208.94万0.01%26,518 1,1734.6% $9.24万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $208.35万0.01%44,386 -7,382-14.3% -$34.65万 减仓
DTM DT MIDSTREAM INC $208.29万0.01%14,194 -189-1.3% -$2.77万 减仓
KNF KNIFE RIVER $208.13万0.01%24,881 1,0914.6% $9.13万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $208.05万0.01%15,192 1801.2% $2.47万 加仓
INV INNVENTURE INC $207.75万0.01%409,767 -140,134-25.5% -$71.05万 减仓