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
XCCC BONDBLOXX ETF TRUST $146.83万0.00%40,157 32,292410.6% $118.08万 加仓
ARES ARES MANAGEMENT CORPORATION $146.72万0.00%13,181 -5,650-30.0% -$62.89万 减仓
PFEB INNOVATOR ETFS TRUST $146.68万0.00%34,064 2820.8% $1.21万 加仓
GRNJ TIDAL TRUST III $146.68万0.00%46,653 26,194128.0% $82.35万 加仓
FDS FACTSET RESH SYS INC $146.29万0.00%6,358 2,95987.1% $68.08万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $146.16万0.00%32,107 -3,305-9.3% -$15.04万 减仓
TLTW ISHARES TR $145.84万0.00%65,283 55,750584.8% $124.55万 重新持有
ON ON SEMICONDUCTOR CORP $145.84万0.00%15,426 7,757101.1% $73.34万 加仓
AOS SMITH A O CORP $145.81万0.00%23,247 5622.5% $3.52万 加仓
RSPF INVESCO EXCHANGE TRADED FD T $145.61万0.00%18,777 -13,261-41.4% -$102.84万 减仓
GDDY GODADDY INC $145.40万0.00%17,130 12,708287.4% $107.87万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $145.36万0.00%37,532 18,42596.4% $71.36万 加仓
WTRG ESSENTIAL UTILS INC $145.34万0.00%37,939 1,0382.8% $3.98万 加仓
— INVESCO TR INVT GRADE MUNS $145.08万0.00%136,864 67,09496.2% $71.12万 加仓
IOCT INNOVATOR ETFS TRUST $144.90万0.00%39,173 1,3543.6% $5.01万 加仓
MLM MARTIN MARIETTA MATLS INC $144.75万0.00%2,510 -992-28.3% -$57.21万 减仓
— FIRST TR EXCHANGE-TRADED FD $144.45万0.00%71,551 24,69952.7% $49.86万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $144.43万0.00%21,073 -950-4.3% -$6.51万 减仓
TXT TEXTRON INC $144.24万0.00%15,725 4,36438.4% $40.03万 加仓
— RIVERNORTH DOUBLELINE STRATE $144.15万0.00%186,728 10,6876.1% $8.25万 加仓
MDB MONGODB INC $144.00万0.00%4,287 40010.3% $13.44万 加仓
VSGX VANGUARD WORLD FD $143.60万0.00%17,440 -655-3.6% -$5.39万 减仓
STAG STAG INDUSTRIAL INC $143.54万0.00%37,715 2,1386.0% $8.14万 加仓
CRGY CRESCENT ENERGY $143.29万0.00%145,918 1,6501.1% $1.62万 加仓
TIGO MILLICOM INTL $143.21万0.00%15,779 -237-1.5% -$2.15万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $143.13万0.00%16,155 -1,207-7.0% -$10.69万 减仓
IDLV INVESCO S&P $143.08万0.00%23,732 22,1021,356.0% $133.25万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $142.91万0.00%130,868 4,0543.2% $4.43万 加仓
ATRO ASTRONICS CORP $142.56万0.00%17,544 -1,732-9.0% -$14.07万 减仓
REGL PROSHARES TR $142.52万0.00%15,564 1,3739.7% $12.57万 加仓
NFLT ETFIS SER TR I $142.38万0.00%62,041 5,3849.5% $12.36万 加仓
— X RACKERS $141.98万0.00%22,646 -3,821-14.4% -$23.96万 减仓
PAYC PAYCOM SOFTWARE INC $141.88万0.00%11,289 1,94920.9% $24.49万 加仓
DFNM DIMENSIONAL ETF TRUST $141.06万0.00%29,183 -748-2.5% -$3.62万 减仓
RITM RITHM CAPITAL CORP $140.97万0.00%150,132 130,651670.7% $122.68万 加仓
EEMV ISHARES INC $140.41万0.00%18,652 -596-3.1% -$4.49万 减仓
NFG NATIONAL FUEL GAS CO $140.11万0.00%18,146 2,47515.8% $19.11万 加仓
PID INVESCO INTL $139.92万0.00%63,026 2430.4% $5,395 加仓
FAN FIRST TR EXCHANGE-TRADED FD $139.74万0.00%55,940 55,51513,062.4% $138.68万 加仓
HUM HUMANA INC $139.59万0.00%3,514 34010.7% $13.51万 加仓
DEO DIAGEO PLC $139.28万0.00%17,327 -6,859-28.4% -$55.13万 减仓
RECS COLUMBIA ETF TR I $138.81万0.00%32,073 18,440135.3% $79.81万 加仓
SBRA SABRA HEALTH CARE REIT INC $138.77万0.00%71,128 51,435261.2% $100.35万 加仓
FIW FIRST TR EXCHANGE-TRADED FD $138.77万0.00%12,670 470.4% $5,148 加仓
ROBT FIRST TR EXCHANGE TRADED FD $138.26万0.00%24,575 -1,909-7.2% -$10.74万 减仓
WAL WESTERN ALLIANCE BANCORP $138.12万0.00%16,803 6,19258.4% $50.90万 加仓
RWR SPDR SERIES TRUST $137.97万0.00%12,213 5,00969.5% $56.58万 加仓
SOXL DIREXION SHARES ETF TRUST $137.92万0.00%5,171 -1,677-24.5% -$44.73万 减仓
WY WEYERHAEUSER CO $137.78万0.00%57,551 -32,249-35.9% -$77.20万 减仓
— ISHARES TR $137.78万0.00%47,346 -6,926-12.8% -$20.15万 减仓
BAB INVESCO EXCH TRADED FD TR II $136.86万0.00%50,989 1,7393.5% $4.67万 加仓
JVAL J P MORGAN EXCHANGE TRADED F $136.84万0.00%23,335 -1,166-4.8% -$6.84万 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $136.75万0.00%7,057 -2,109-23.0% -$40.87万 减仓
DT DYNATRACE INC $136.68万0.00%31,127 16,746116.4% $73.53万 加仓
SMLV SPDR SERIES TRUST $136.23万0.00%8,657 -900-9.4% -$14.16万 减仓
AGX ARGAN INC $136.20万0.00%1,706 1398.9% $11.10万 加仓
SLYV SPDR SERIES TRUST $136.11万0.00%12,475 1,42012.8% $15.49万 加仓
FYLD CAMBRIA ETF TR $136.08万0.00%37,293 -147-0.4% -$5,364 减仓
VMO INVESCO MUN OPPORTUNIT TR $135.98万0.00%137,771 10,8968.6% $10.75万 加仓
NFJ VIRTUS DIVIDEND INTEREST & P $135.90万0.00%89,464 -15,808-15.0% -$24.01万 减仓
IJJ ISHARES TR $135.70万0.00%9,185 7949.5% $11.73万 加仓
STEW SRH TOTAL RETURN FUND INC $135.50万0.00%75,697 -906-1.2% -$1.62万 减仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $135.47万0.00%131,397 2,9032.3% $2.99万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $135.47万0.00%22,092 -1,580-6.7% -$9.69万 减仓
ITB ISHARES TR $135.43万0.00%12,962 3,96844.1% $41.46万 加仓
APUE TRUST FOR PROFESSIONAL MANAG $135.00万0.00%29,221 00.0% — 不变
RIG TRANSOCEAN LTD $134.93万0.00%275,925 -158-0.1% -$773 减仓
PFFD GLOBAL X FDS $134.80万0.00%72,124 -3,071-4.1% -$5.74万 减仓
AYI ACUITY INC $134.32万0.00%3,566 98638.2% $37.14万 加仓
HEWJ ISHARES TR $134.03万0.00%20,774 8,12364.2% $52.41万 加仓
MDYG SPDR SERIES TRUST $133.76万0.00%11,933 -461-3.7% -$5.17万 减仓
AAUA EA SERIES TRUST $133.58万0.00%23,467 00.0% — 不变
EQAL INVESCO EXCH TRADED FD TR II $133.36万0.00%22,507 2,61013.1% $15.47万 加仓
FLGV FRANKLIN TEMPLETON ETF TR $133.27万0.00%65,715 3,5165.7% $7.13万 加仓
WTPI WISDOMTREE TR $133.13万0.00%40,600 -6,541-13.9% -$21.45万 减仓
VIOO VANGUARD ADMIRAL FDS INC $133.00万0.00%9,670 1661.7% $2.28万 加仓
CNP CENTERPOINT ENERGY INC $132.94万0.00%30,186 -1,428-4.5% -$6.29万 减仓
— DIMENSIONAL ETF TRUST $132.63万0.00%50,701 11,92930.8% $31.21万 加仓
QMAR FIRST TR EXCHNG TRADED FD VI $132.62万0.00%35,618 -164-0.5% -$6,107 减仓
URTH ISHARES INC $132.56万0.00%6,541 -21,883-77.0% -$443.48万 减仓
WAB WABTEC $132.49万0.00%4,914 66415.6% $17.90万 加仓
EUSA ISHARES INC $132.29万0.00%11,585 6,332120.5% $72.31万 加仓
OII OCEANEERING INTL INC $132.26万0.00%32,640 6,36724.2% $25.80万 加仓
RMR RMR GROUP INC $132.12万0.00%64,355 64,309139,802.2% $132.03万 加仓
HEZU ISHARES TR $131.86万0.00%26,292 -688-2.6% -$3.45万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $131.75万0.00%47,172 6,86817.0% $19.18万 加仓
SPBO STATE STREET $131.43万0.00%45,257 8611.9% $2.50万 加仓
CDW CDW CORP $131.29万0.00%9,335 -2,513-21.2% -$35.34万 减仓
RWK INVESCO EXCH TRADED FD TR II $131.15万0.00%8,967 4375.1% $6.39万 加仓
CCL CARNIVAL CORP LTD $130.93万0.00%45,826 45,826— $130.93万 新建仓
TRP TC ENERGY CORP $130.92万0.00%19,750 -24,322-55.2% -$161.23万 减仓
TTD THE TRADE DESK INC $130.58万0.00%72,221 34,48491.4% $62.35万 加仓
— PGIM ROCK ETF TR $130.24万0.00%41,352 41,352— $130.24万 新建仓
DKS DICKS SPORTING GOODS INC $130.21万0.00%5,741 60.1% $1,361 加仓
FXH FIRST TR EXCHANGE-TRADED FD $130.05万0.00%10,625 3603.5% $4.41万 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $129.18万0.00%94,848 15,42119.4% $21.00万 加仓
RDNT RADNET INC $128.79万0.00%20,883 6713.3% $4.14万 加仓
— TEVA PHARMACEUTICAL INDS LTD $128.72万0.00%37,994 -251-0.7% -$8,504 减仓
ONEV SPDR SERIES TRUST $128.70万0.00%8,996 941.1% $1.34万 加仓
ONTO ONTO INNOVATION INC $128.56万0.00%3,397 -364-9.7% -$13.78万 减仓