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
TGT TARGET CORP $165.63万0.01%13,666 -63,636-82.3% -$771.24万 减仓
CLOI VANECK CLO $165.57万0.01%31,418 -1,939-5.8% -$10.22万 减仓
IRMD IRADIMED CORP $165.48万0.01%17,191 -65-0.4% -$6,257 减仓
— INVESCO DORSEY $164.62万0.01%33,597 33,1357,172.1% $162.36万 加仓
XLB SELECT SECTOR SPDR TR $164.50万0.01%32,919 4,10814.3% $20.53万 加仓
CAG CONAGRA BRANDS INC $164.45万0.01%104,615 -60,049-36.5% -$94.40万 减仓
VEEV VEEVA SYS INC $164.08万0.01%9,340 4665.3% $8.19万 加仓
PIZ INVESCO EXCH TRADED FD TR II $164.05万0.01%33,128 3,96913.6% $19.65万 加仓
IVZ INVESCO LTD $163.96万0.01%67,503 59,651759.7% $144.89万 加仓
VLU SPDR SERIES TRUST $163.71万0.01%7,615 4766.7% $10.23万 加仓
DLN WISDOMTREE TR $163.42万0.01%18,294 -399-2.1% -$3.56万 减仓
NXST NEXSTAR MEDIA GROUP INC $163.26万0.01%9,028 8,9137,750.4% $161.18万 加仓
DFIS DIMENSIONAL ETF TRUST $162.81万0.01%48,355 4,3479.9% $14.64万 加仓
BWXT BWX TECHNOLOGIES INC $162.30万0.01%7,937 -307-3.7% -$6.28万 减仓
UAL UNITED AIRLS HLDGS INC $162.15万0.01%17,612 -5,777-24.7% -$53.19万 减仓
MDU MDU RESOURCES $161.61万0.01%77,998 -146-0.2% -$3,025 减仓
MSCI MSCI INC $161.38万0.01%2,994 -431-12.6% -$23.23万 减仓
KB KB FINL GROUP INC $160.40万0.01%16,084 -2,601-13.9% -$25.94万 减仓
— ISHARES TR $160.08万0.01%54,272 32,256146.5% $95.14万 加仓
JEF JEFFERIES FINANCIAL GROUP IN $159.62万0.01%38,678 2,3316.4% $9.62万 加仓
COKE COCA COLA CONS INC $159.16万0.01%8,301 5336.9% $10.22万 加仓
GSID GOLDMAN SACHS ETF TR $159.07万0.01%22,760 22,760— $159.07万 新建仓
KDP KEURIG DR PEPPER INC $159.00万0.01%60,388 31,287107.5% $82.38万 加仓
AGOX STARBOARD INVT TR $158.63万0.01%59,593 -2,926-4.7% -$7.79万 减仓
IYH ISHARES TR $157.99万0.01%25,632 7102.8% $4.38万 加仓
Z ZILLOW GROUP INC $157.46万0.01%38,052 7502.0% $3.10万 加仓
ENPH ENPHASE ENERGY INC $157.37万0.01%60,827 59,7945,788.4% $154.70万 加仓
BSJS INVESCO BULLETSHARES $157.13万0.01%72,459 6,0579.1% $13.13万 加仓
GSST GOLDMAN SACHS ETF TR $156.59万0.01%30,978 -48,994-61.3% -$247.66万 减仓
USO UNITED STS OIL FD LP $156.20万0.01%12,275 2,00319.5% $25.49万 加仓
NVDL GRANITESHARES ETF TR $156.05万0.01%21,504 -3,341-13.4% -$24.25万 减仓
ALB ALBEMARLE CORP $155.81万0.01%8,679 7409.3% $13.28万 加仓
RBC RBC BEARINGS INC $155.71万0.01%2,867 1,447101.9% $78.59万 加仓
FLCB FRANKLIN TEMPLETON ETF TR $155.45万0.01%72,335 8,90214.0% $19.13万 加仓
IDVO AMPLIFY ETF TR $155.10万0.01%38,324 8,91430.3% $36.07万 加仓
YLD PRINCIPAL ACTIVE $154.72万0.01%81,604 -10,031-10.9% -$19.02万 减仓
CCK CROWN HLDGS INC $153.42万0.01%15,304 1,95914.7% $19.64万 加仓
BSJT INVESCO BULLETSHARES $153.03万0.01%72,752 6,84710.4% $14.40万 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $152.97万0.01%34,064 -115-0.3% -$5,164 减仓
NVG NUVEEN AMT FREE MUN CR INC F $152.62万0.01%123,780 -21,227-14.6% -$26.17万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $152.45万0.01%66,426 9471.4% $2.17万 加仓
UTEN U S TREASURY $152.28万0.01%34,925 -1,660-4.5% -$7.24万 减仓
TRMB TRIMBLE INC $152.24万0.01%23,339 2681.2% $1.75万 加仓
MIAX MIAMI INTL HLDGS INC $151.89万0.01%39,025 39,025— $151.89万 新建仓
HUBS HUBSPOT INC $151.71万0.01%6,215 -812-11.6% -$19.82万 减仓
TRFK PACER FDS TR $151.70万0.01%24,374 3,82418.6% $23.80万 加仓
CRK COMSTOCK RESOURCES $151.61万0.01%71,920 67,9051,691.3% $143.14万 加仓
VNLA JANUS DETROIT STR TR $151.10万0.01%30,926 4,75418.2% $23.23万 加仓
RDIV INVESCO S&P $151.07万0.01%27,142 390.1% $2,171 加仓
NBXG NEUBERGER NEXT GENERATION $151.04万0.01%117,358 56,93794.2% $73.28万 加仓
UTF COHEN & STEERS INFRASTRUCTUR $151.00万0.01%58,346 -1,954-3.2% -$5.06万 减仓
REMX VANECK ETF TRUST $150.92万0.01%17,150 4,52235.8% $39.79万 加仓
GRMN GARMIN LTD $150.67万0.01%6,494 520.8% $1.21万 加仓
WTPI WISDOMTREE TR $150.43万0.01%47,141 5,31712.7% $16.97万 加仓
VGLT VANGUARD SCOTTSDALE FDS $149.77万0.01%27,056 -757-2.7% -$4.19万 减仓
— J P MORGAN EXCHANGE TRADED F $149.69万0.01%30,041 20,075201.4% $100.03万 加仓
P EVERPURE INC $149.64万0.01%25,345 -2,014-7.4% -$11.89万 减仓
AOS SMITH A O CORP $149.59万0.01%22,685 -1,542-6.4% -$10.17万 减仓
SONY SONY GROUP CORP $149.28万0.01%72,116 6,65110.2% $13.77万 加仓
UBSI UNITED BANKSHARES INC WEST V $149.09万0.01%35,994 -11,080-23.5% -$45.89万 减仓
CPA COPA HOLDINGS SA $148.80万0.01%13,097 1,1729.8% $13.32万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $148.75万0.01%37,638 -1,134-2.9% -$4.48万 减仓
WTRG ESSENTIAL UTILS INC $148.60万0.01%36,901 1,2723.6% $5.12万 加仓
BUFY FIRST TR EXCHNG TRADED FD VI $148.25万0.01%66,240 10,71519.3% $23.98万 加仓
BSJU INVESCO INVESTMENT $148.16万0.01%57,897 52,6611,005.7% $134.76万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $147.79万0.01%131,600 -101,096-43.4% -$113.53万 减仓
FELV FIDELITY COVINGTON TRUST $147.54万0.01%42,261 -3,940-8.5% -$13.75万 减仓
NFG NATIONAL FUEL GAS CO $147.25万0.01%15,671 -28,181-64.3% -$264.81万 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $146.92万0.01%37,733 00.0% — 不变
PXH INVESCO EXCHANGE $146.36万0.01%54,388 2,6785.2% $7.21万 加仓
PRF INVESCO EXCHANGE TRADED FD T $146.06万0.01%30,731 -1,493-4.6% -$7.10万 减仓
WCN WASTE CONNECTIONS INC $146.00万0.01%8,988 2492.8% $4.04万 加仓
FPF FIRST TR INTER DURATN PFD & $145.92万0.01%82,770 5290.6% $9,326 加仓
EXEL EXELIXIS INC $145.76万0.01%33,985 -3,703-9.8% -$15.88万 减仓
— DBX ETF TR $145.65万0.01%26,467 -766-2.8% -$4.22万 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $145.58万0.01%54,584 6,88214.4% $18.35万 加仓
HEFA ISHARES TR $145.31万0.01%34,196 -318-0.9% -$1.35万 减仓
JMEE JPMORGAN SMALL $144.55万0.01%21,650 13,450164.0% $89.80万 加仓
— NYLI MACKAY DEFINEDTERM MUNI $144.37万0.01%97,220 1,2811.3% $1.90万 加仓
PGX INVESCO EXCH TRADED FD TR II $144.35万0.01%132,673 11,1059.1% $12.08万 加仓
SDOG ALPS ETF TR $143.82万0.01%22,113 8093.8% $5.26万 加仓
KEY KEYCORP $143.59万0.01%71,615 -34,822-32.7% -$69.82万 减仓
DFNM DIMENSIONAL ETF TRUST $143.46万0.01%29,931 -75-0.2% -$3,595 减仓
CDW CDW CORP $143.38万0.01%11,848 8,736280.7% $105.72万 加仓
OTTR OTTER TAIL $143.18万0.01%16,313 820.5% $7,197 加仓
GDXJ VANECK ETF TRUST $143.10万0.01%11,921 -3,905-24.7% -$46.88万 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $143.07万0.01%11,156 4404.1% $5.64万 加仓
VFMF VANGUARD WELLINGTON FD $142.90万0.01%9,215 1,31016.6% $20.31万 加仓
APLD APPLIED DIGITAL CORP $142.54万0.01%60,041 -28,295-32.0% -$67.17万 减仓
FSK FS KKR CAP CORP $142.50万0.01%139,978 2,3471.7% $2.39万 加仓
AR ANTERO RESOURCES CORP $141.33万0.01%33,300 -82,316-71.2% -$349.35万 减仓
IP INTERNATIONAL PAPER CO $141.32万0.01%39,585 27,634231.2% $98.65万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $141.29万0.01%9,166 -2,168-19.1% -$33.42万 减仓
SCI SERVICE CORP INTL $141.28万0.01%17,123 9,086113.1% $74.97万 加仓
FALN ISHARES TR $141.18万0.01%52,838 5,80712.3% $15.52万 加仓
CNC CENTENE CORP DEL $141.13万0.01%43,105 12,68641.7% $41.53万 加仓
WDAY WORKDAY INC $141.06万0.01%10,857 5,35197.2% $69.52万 加仓
— VANECK ETF TRUST $140.83万0.01%15,340 15,340— $140.83万 新建仓
CPAI COUNTERPOINT QUANTITATIV $140.66万0.01%33,659 8,54134.0% $35.69万 加仓
— INVESCO EXCH TRADED FD TR II $139.88万0.01%35,362 35,362— $139.88万 新建仓