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
MDU MDU RESOURCES $173.15万0.01%81,638 3,6404.7% $7.72万 加仓
RGLD ROYAL GOLD INC $172.80万0.01%8,656 -14,916-63.3% -$297.76万 减仓
BUFY FIRST TR EXCHNG TRADED FD VI $172.66万0.01%73,763 7,52311.4% $17.61万 加仓
IDVO AMPLIFY ETF TR $172.51万0.01%41,073 2,7497.2% $11.55万 加仓
FLCB FRANKLIN TEMPLETON ETF TR $172.17万0.01%80,454 8,11911.2% $17.37万 加仓
MGM MGM RESORTS INTERNATIONAL $171.64万0.01%35,901 34,1831,989.7% $163.43万 加仓
TGT TARGET CORP $171.33万0.01%13,118 -548-4.0% -$7.16万 减仓
STE STERIS PLC $170.95万0.01%8,118 560.7% $1.18万 加仓
PS PERSHING SQUARE INC $170.21万0.01%51,800 51,800— $170.21万 新建仓
LVHI LEGG MASON ETF INVT $169.84万0.01%41,847 24,785145.3% $100.59万 加仓
BWXT BWX TECHNOLOGIES INC $169.13万0.01%8,689 7529.5% $14.64万 加仓
JSI JANUS DETROIT STR TR $169.04万0.01%33,008 -3,038-8.4% -$15.56万 减仓
XOVR ENTREPRENEURSHARES SERIES TR $168.51万0.01%80,052 54,696215.7% $115.14万 加仓
FE FIRSTENERGY CORP $167.62万0.00%35,258 1,8035.4% $8.57万 加仓
RDIV INVESCO S&P $167.36万0.00%28,856 1,7146.3% $9.94万 加仓
EWZ ISHARES INC $167.33万0.00%48,502 28,473142.2% $98.23万 加仓
AUSF GLOBAL X FDS $167.13万0.00%34,206 34,206— $167.13万 新建仓
AER AERCAP HOLDINGS NV $167.13万0.00%11,464 3,79749.5% $55.35万 加仓
AME AMETEK INC $166.53万0.00%6,883 1,45726.9% $35.25万 加仓
UBSI UNITED BANKSHARES INC WEST V $166.47万0.00%36,324 3300.9% $1.51万 加仓
LULU LULULEMON ATHLETICA INC $166.31万0.00%14,565 -357-2.4% -$4.08万 减仓
RL RALPH LAUREN CORP $166.30万0.00%4,143 2,295124.2% $92.12万 加仓
— J P MORGAN EXCHANGE TRADED F $166.25万0.00%32,834 2,7939.3% $14.14万 加仓
IYF ISHARES TR $166.24万0.00%13,038 1,1569.7% $14.74万 加仓
BN BROOKFIELD CORP $166.18万0.00%39,019 -6,467-14.2% -$27.54万 减仓
SONY SONY GROUP CORP $165.53万0.00%82,516 10,40014.4% $20.86万 加仓
OBDC BLUE OWL CAPITAL CORPORATION $165.20万0.00%151,979 28,26922.9% $30.73万 加仓
HIMU BLACKROCK ETF TRUST II $164.90万0.00%33,113 4,86917.2% $24.25万 加仓
PGX INVESCO EXCH TRADED FD TR II $164.84万0.00%152,069 19,39614.6% $21.03万 加仓
FXU FIRST TR EXCHANGE-TRADED FD $164.21万0.00%33,280 -10,436-23.9% -$51.49万 减仓
AIT APPLIED INDL TECHNOLOGIES IN $163.47万0.00%4,834 1,07128.5% $36.22万 加仓
PRF INVESCO EXCHANGE TRADED FD T $163.38万0.00%30,239 -492-1.6% -$2.66万 减仓
GSSC GOLDMAN SACHS ETF TR $163.35万0.00%17,899 5353.1% $4.88万 加仓
BSJS INVESCO BULLETSHARES $162.72万0.00%74,831 2,3723.3% $5.16万 加仓
IBMR ISHARES IBONDS $162.46万0.00%63,985 -5,697-8.2% -$14.46万 减仓
ISVL ISHARES TR $161.86万0.00%32,147 -3,455-9.7% -$17.40万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $161.62万0.00%76,743 36,35390.0% $76.56万 加仓
REVS COLUMBIA RESEARCH $161.35万0.00%51,321 -45,597-47.0% -$143.36万 减仓
— EA SERIES TRUST $161.30万0.00%38,562 4,31212.6% $18.04万 加仓
BOCT INNOVATOR ETFS TRUST $160.90万0.00%30,347 3,20511.8% $16.99万 加仓
PPTA PERPETUA RESOURCES $160.89万0.00%77,500 5250.7% $1.09万 加仓
— NYLI MACKAY DEFINEDTERM MUNI $160.69万0.00%103,674 6,4546.6% $10.00万 加仓
VOLT TEMA ELECTRIFICATION $160.10万0.00%38,219 38,01919,009.5% $159.26万 加仓
FPE FIRST TRUST $159.62万0.00%89,275 -10,215-10.3% -$18.26万 减仓
HWC HANCOCK WHITNEY CORPORATION $159.60万0.00%21,359 3,85622.0% $28.81万 加仓
BSJT INVESCO BULLETSHARES $158.85万0.00%75,177 2,4253.3% $5.12万 加仓
VFMF VANGUARD WELLINGTON FD $158.85万0.00%8,976 -239-2.6% -$4.23万 减仓
UTEN U S TREASURY $158.63万0.00%36,720 1,7955.1% $7.75万 加仓
HQY HEALTHEQUITY INC $157.83万0.00%17,474 4,44734.1% $40.17万 加仓
AGNC AGNC INVT CORP $157.82万0.00%144,788 17,02513.3% $18.56万 加仓
FNF FIDELITY NATL FINL INC $157.77万0.00%33,453 -7,740-18.8% -$36.50万 减仓
— BITWISE 10 CRYPTO INDEX ETF $157.75万0.00%41,976 -11,834-22.0% -$44.47万 减仓
FPF FIRST TR INTER DURATN PFD & $157.64万0.00%86,756 3,9864.8% $7.24万 加仓
CRS CARPENTER TECHNOLOGY CORP $157.60万0.00%2,555 1,20389.0% $74.20万 加仓
UTF COHEN & STEERS INFRASTRUCTUR $157.31万0.00%57,017 -1,329-2.3% -$3.67万 减仓
GRMN GARMIN LTD $156.18万0.00%6,574 801.2% $1.90万 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $156.14万0.00%27,287 2,93612.1% $16.80万 加仓
GNOV FIRST TR EXCHNG TRADED FD VI $155.62万0.00%37,233 -500-1.3% -$2.09万 减仓
BAR GRANITESHARES GOLD TR $155.46万0.00%39,327 10,01534.2% $39.59万 加仓
IEV ISHARES TR $155.31万0.00%21,320 2,00110.4% $14.58万 加仓
BSJU INVESCO INVESTMENT $155.27万0.00%60,156 2,2593.9% $5.83万 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $155.08万0.00%19,576 3,29520.2% $26.10万 加仓
IHG INTERCONTINENTAL HOTELS GROU $154.94万0.00%8,950 7439.1% $12.86万 加仓
CLOI VANECK CLO $154.42万0.00%29,164 -2,254-7.2% -$11.93万 减仓
OTTR OTTER TAIL $154.28万0.00%17,147 8345.1% $7.50万 加仓
SPYI NEOS ETF TRUST $153.95万0.00%28,998 8,29040.0% $44.01万 加仓
GFI GOLD FIELDS LTD $153.73万0.00%45,767 -8,464-15.6% -$28.43万 减仓
JPUS J P MORGAN EXCHANGE TRADED F $153.53万0.00%10,949 1,52016.1% $21.31万 加仓
— WARNER BROS DISCOVERY INC $153.46万0.00%57,562 11,08723.9% $29.56万 加仓
— RIVERNORTH FLEXIBLE MUNI INC $153.37万0.00%112,523 11,49411.4% $15.67万 加仓
WULF TERAWULF INC $153.26万0.00%62,048 -4,412-6.6% -$10.90万 减仓
CTRE CARETRUST REIT INC $153.07万0.00%37,934 3621.0% $1.46万 加仓
CARY ANGEL OAK $152.91万0.00%73,587 -36,566-33.2% -$75.98万 减仓
VLU SPDR SERIES TRUST $152.86万0.00%6,417 -1,198-15.7% -$28.54万 减仓
PATN PACER FDS TR $152.77万0.00%41,097 41,097— $152.77万 新建仓
FNX FIRST TR EXCHANGE-TRADED ALP $152.77万0.00%10,439 -717-6.4% -$10.49万 减仓
HEFA ISHARES TR $152.73万0.00%32,548 -1,648-4.8% -$7.73万 减仓
RVT ROYCE SMALL CAP TRUST INC $152.14万0.00%82,369 26,26746.8% $48.52万 加仓
CAG CONAGRA BRANDS INC $151.79万0.00%112,773 8,1587.8% $10.98万 加仓
XLB SELECT SECTOR SPDR TR $151.76万0.00%29,856 -3,063-9.3% -$15.57万 减仓
MEDP MEDPACE HLDGS INC $151.73万0.00%2,865 1083.9% $5.72万 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $151.60万0.00%32,435 -1,629-4.8% -$7.61万 减仓
BTU PEABODY ENERGY $151.35万0.00%65,462 -83,503-56.1% -$193.06万 减仓
— FEDERATED HERMES ETF TRUST $151.22万0.00%28,187 28,187— $151.22万 新建仓
REMX VANECK ETF TRUST $150.95万0.00%17,056 -94-0.5% -$8,319 减仓
RELX RELX PLC $150.76万0.00%47,604 -18,345-27.8% -$58.10万 减仓
FTQI FIRST TR EXCHANGE TRADED FD $150.45万0.00%68,108 9,93617.1% $21.95万 加仓
— INVESCO VALUE MUN INCOME TR $149.77万0.00%117,649 8,9618.2% $11.41万 加仓
— VIRTUS CONVERTIBLE & INCOME $149.59万0.00%85,040 14,19920.0% $24.98万 加仓
ENS ENERSYS $149.54万0.00%6,395 5769.9% $13.47万 加仓
— ISHARES ETHEREUM TR $149.12万0.00%125,416 7,8326.7% $9.31万 加仓
YLD PRINCIPAL EXCHANGE TRADED FD $148.96万0.00%78,071 -3,533-4.3% -$6.74万 减仓
DHI D R HORTON INC $148.61万0.00%9,124 -3,808-29.4% -$62.02万 减仓
RGTI RIGETTI COMPUTING INC $148.28万0.00%76,752 11,05816.8% $21.36万 加仓
BKGI BNY MELLON $147.92万0.00%32,892 3,96113.7% $17.81万 加仓
BCI ABRDN ETFS $147.70万0.00%66,116 -7,718-10.5% -$17.24万 减仓
AOM ISHARES TR $147.58万0.00%29,581 5,37722.2% $26.83万 加仓
SMR NUSCALE PWR CORP $147.31万0.00%146,870 98,440203.3% $98.74万 加仓
— INVESCO EXCH TRADED FD TR II $147.29万0.00%22,297 22,22229,629.3% $146.79万 加仓
ARKX ARK ETF TR $147.13万0.00%43,121 20,69292.3% $70.60万 加仓