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
SCHC SCHWAB STRATEGIC TR $207.07万0.01%43,033 8762.1% $4.22万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $206.08万0.01%92,164 42,01183.8% $93.94万 加仓
CP CANADIAN PACIFIC KANSAS CITY $206.05万0.01%23,780 -1,137-4.6% -$9.85万 减仓
JBL JABIL INC $206.03万0.01%5,344 80217.7% $30.92万 加仓
JMEE J P MORGAN EXCHANGE TRADED F $206.01万0.01%26,401 4,75121.9% $37.07万 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $205.48万0.01%36,562 8182.3% $4.60万 加仓
STWD STARWOOD PPTY TR INC $205.24万0.01%125,301 110,908770.6% $181.67万 加仓
NBXG NEUBERGER NEXT GENERATION $204.85万0.01%123,850 6,4925.5% $10.74万 加仓
AGOX STARBOARD INVT TR $204.77万0.01%59,081 -512-0.9% -$1.77万 减仓
EBND SPDR SERIES TRUST $204.74万0.01%97,866 8,5509.6% $17.89万 加仓
VONE VANGUARD SCOTTSDALE FDS $204.69万0.01%6,043 -3,594-37.3% -$121.74万 减仓
DBEF DBX ETF TR $204.31万0.01%37,398 14,23461.4% $77.76万 加仓
PCAR PACCAR INC $204.30万0.01%17,008 10,858176.6% $130.43万 加仓
ROP ROPER TECHNOLOGIES INC $203.82万0.01%6,023 3,644153.2% $123.32万 加仓
RBC RBC BEARINGS INC $203.52万0.01%3,160 29310.2% $18.87万 加仓
PIZ INVESCO EXCH TRADED FD TR II $202.93万0.01%36,302 3,1749.6% $17.74万 加仓
— FIDELITY GREENWOOD STREET TR $201.62万0.01%69,787 -4,373-5.9% -$12.63万 减仓
DTCR GLOBAL X FDS $200.69万0.01%66,082 12,60223.6% $38.27万 加仓
SSRM SSR MINING IN $200.50万0.01%70,898 -906-1.3% -$2.56万 减仓
CASY CASEYS GEN STORES INC $200.47万0.01%2,523 62833.1% $49.90万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $200.15万0.01%15,229 -2,086-12.0% -$27.42万 减仓
LRGF ISHARES TR $200.14万0.01%26,463 1200.5% $9,076 加仓
FALN ISHARES TR $199.26万0.01%73,149 20,31138.4% $55.33万 加仓
DXCM DEXCOM INC $198.38万0.01%29,455 2,5609.5% $17.24万 加仓
SNY SANOFI SA $198.32万0.01%46,489 -31,012-40.0% -$132.30万 减仓
EGO ELDORADO GOLD CORP NEW $197.86万0.01%63,641 4,9588.4% $15.41万 加仓
QBTS D-WAVE QUANTUM INC $197.57万0.01%82,356 32,88766.5% $78.90万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $197.25万0.01%120,387 -4,790-3.8% -$7.85万 减仓
AHR AMERICAN HEALTHCARE REIT INC $197.12万0.01%37,799 -11-0.0% -$574 减仓
OWL BLUE OWL CAPITAL INC $197.07万0.01%225,224 -203,725-47.5% -$178.26万 减仓
GSID GOLDMAN SACHS ETF TR $196.29万0.01%26,123 3,36314.8% $25.27万 加仓
SPTI SPDR SERIES TRUST $195.81万0.01%68,971 1,5862.4% $4.50万 加仓
DSL DOUBLELINE INCOME SOLUTIONS $195.79万0.01%177,028 -10,946-5.8% -$12.11万 减仓
BSJQ INVESCO EXCH TRD SLF IDX FD $195.52万0.01%85,176 2,1802.6% $5.00万 加仓
AWK AMERICAN WTR WKS CO INC NEW $195.37万0.01%14,848 6,42676.3% $84.55万 加仓
LNT ALLIANT ENERGY CORP $194.25万0.01%25,462 1,5426.4% $11.76万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $193.96万0.01%35,611 00.0% — 不变
BSJR INVESCO EXCH TRD SLF IDX FD $193.93万0.01%86,787 2,1322.5% $4.76万 加仓
OTIS OTIS WORLDWIDE CORP $193.81万0.01%27,068 15,420132.4% $110.41万 加仓
— INVESCO S&P $193.62万0.01%30,005 29,3554,516.2% $189.43万 加仓
— FIRST TR EXCHNG TRADED FD VI $192.98万0.01%56,540 7351.3% $2.51万 加仓
— INVESCO EXCH TRADED FD TR II $192.88万0.01%37,651 2,2896.5% $11.73万 加仓
VG VENTURE GLOBAL INC $192.40万0.01%172,867 -5,151-2.9% -$5.73万 减仓
NVG NUVEEN AMT FREE MUN CR INC F $192.13万0.01%150,098 26,31821.3% $33.69万 加仓
VEEV VEEVA SYS INC $192.05万0.01%10,822 1,48215.9% $26.30万 加仓
WPM WHEATON PRECIOUS METALS CORP $190.95万0.01%17,000 -23,742-58.3% -$266.68万 减仓
FSK FS KKR CAP CORP $190.89万0.01%181,798 41,82029.9% $43.91万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $190.87万0.01%92,342 66,753260.9% $137.98万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $190.79万0.01%101,107 -31,507-23.8% -$59.45万 减仓
AEE AMEREN CORP $190.05万0.01%16,813 10,206154.5% $115.36万 加仓
RSPU INVESCO EXCHANGE TRADED FD T $189.76万0.01%23,390 -500-2.1% -$4.06万 减仓
IEUR ISHARES TR $188.98万0.01%25,141 -833-3.2% -$6.26万 减仓
— PIMCO EQUITY SER $188.02万0.01%39,282 -4,898-11.1% -$23.44万 减仓
GIGB GOLDMAN SACHS ETF TR $187.98万0.01%40,944 1,7604.5% $8.08万 加仓
SAN BANCO SANTANDER SA $187.16万0.01%135,620 14,44511.9% $19.93万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $186.95万0.01%8,631 2,73646.4% $59.26万 加仓
ZM ZOOM COMMUNICATIONS INC $186.75万0.01%21,637 10,02586.3% $86.53万 加仓
DFSU DIMENSIONAL ETF TRUST $186.74万0.01%40,048 -5,972-13.0% -$27.85万 减仓
OC OWENS CORNING NEW $186.61万0.01%11,739 6,338117.3% $100.75万 加仓
HAWX ISHARES TR $186.26万0.01%40,056 -13,734-25.5% -$63.86万 减仓
MDYV SPDR SERIES TRUST $185.94万0.01%19,603 -241-1.2% -$2.29万 减仓
EXPE EXPEDIA GROUP INC $185.90万0.01%7,265 -297-3.9% -$7.60万 减仓
DPG DUFF & PHELPS UTLITY AND INF $185.74万0.01%125,161 8,4437.2% $12.53万 加仓
BUXX EA SERIES TRUST $185.67万0.01%91,735 -5,768-5.9% -$11.67万 减仓
SHYG ISHARES TR $184.87万0.01%43,591 10,61532.2% $45.02万 加仓
KB KB FINL GROUP INC $184.57万0.01%17,585 1,5019.3% $15.75万 加仓
HUBB HUBBELL INC $183.99万0.01%3,517 2,962533.7% $154.96万 加仓
GSST GOLDMAN SACHS ETF TR $183.85万0.01%36,352 5,37417.3% $27.18万 加仓
PINS PINTEREST INC $183.43万0.01%87,223 11,38215.0% $23.94万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $183.15万0.01%21,042 6,05840.4% $52.73万 加仓
— ALPS ETF TR $182.81万0.01%40,678 34,685578.8% $155.88万 加仓
SA SEABRIDGE GOLD $182.67万0.01%70,966 70,966— $182.67万 新建仓
GNR SPDR INDEX SHS FDS $182.65万0.01%27,135 -710-2.5% -$4.78万 减仓
IFRA ISHARES TR $181.97万0.01%28,866 8,98345.2% $56.63万 加仓
FNV FRANCO NEV CORP $180.92万0.01%8,680 5276.5% $10.98万 加仓
MFM ABERDEEN MUN INCOME FD $180.02万0.01%320,314 162,503103.0% $91.33万 加仓
ENTG ENTEGRIS INC $179.99万0.01%10,007 1,89823.4% $34.14万 加仓
— ELECTRONIC ARTS INC $179.97万0.01%8,778 -276-3.0% -$5.66万 减仓
ILF ISHARES TR $179.69万0.01%53,242 42,904415.0% $144.80万 加仓
FDXF FEDEX FGHT HLDG CO INC $179.04万0.01%11,857 11,857— $179.04万 新建仓
MSCI MSCI INC $179.04万0.01%3,197 2036.8% $11.37万 加仓
— GLOBAL X $178.94万0.01%39,545 39,545— $178.94万 新建仓
MAA MID-AMER APT CMNTYS INC $178.08万0.01%12,817 3,66540.0% $50.92万 加仓
ILCG ISHARES TR $177.70万0.01%15,186 -3,623-19.3% -$42.40万 减仓
MGV VANGUARD WORLD FD $177.56万0.01%10,863 1,71718.8% $28.06万 加仓
IYH ISHARES TR $177.44万0.01%26,480 8483.3% $5.68万 加仓
EXEL EXELIXIS INC $177.01万0.01%32,532 -1,453-4.3% -$7.91万 减仓
MAS MASCO CORP $176.33万0.01%21,670 4,05423.0% $32.99万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $176.07万0.01%16,336 3,89731.3% $42.00万 加仓
— FIRST TR EXCHANGE-TRADED FD $175.96万0.01%85,666 85,666— $175.96万 新建仓
VNLA JANUS DETROIT STR TR $175.15万0.01%35,844 4,91815.9% $24.03万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $175.09万0.01%134,583 -17,036-11.2% -$22.16万 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $174.84万0.01%165,408 111,687207.9% $118.05万 加仓
TQQQ PROSHARES TR $174.84万0.01%21,585 -690-3.1% -$5.59万 减仓
IP INTERNATIONAL PAPER CO $174.42万0.01%45,780 6,19515.6% $23.60万 加仓
BKLN INVESCO EXCH TRADED FD TR II $173.99万0.01%85,414 52,039155.9% $106.00万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $173.93万0.01%33,035 8,58135.1% $45.18万 加仓
KEY KEYCORP $173.87万0.01%75,430 3,8155.3% $8.79万 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $173.56万0.01%57,584 3,0005.5% $9.04万 加仓
NTES NETEASE COM INC $173.56万0.01%13,544 2,49822.6% $32.01万 加仓