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
PDO PIMCO DYNAMIC INCOME OPRNTS $128.46万0.00%97,171 -78,702-44.7% -$104.04万 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $128.11万0.00%3,368 2,006147.3% $76.30万 加仓
YEAR AB ACTIVE ETFS INC $127.82万0.00%25,391 -1,999-7.3% -$10.06万 减仓
CW CURTISS WRIGHT CORP $127.80万0.00%1,686 26118.3% $19.78万 加仓
— HIGHLAND GLOBAL ALLOCATION F $127.79万0.00%169,935 -41,472-19.6% -$31.19万 减仓
AGIX KRANESHARES TRUST $127.49万0.00%27,190 27,190— $127.49万 新建仓
WSM WILLIAMS SONOMA INC $127.34万0.00%5,463 1162.2% $2.70万 加仓
FICS FIRST TR EXCHANGE TRADED FD $126.82万0.00%30,357 -3,327-9.9% -$13.90万 减仓
DES WISDOMTREE TR $126.72万0.00%31,150 -2,984-8.7% -$12.14万 减仓
AVK ADVENT CONV & INCOME FD $126.45万0.00%96,524 29,77044.6% $39.00万 加仓
PHO INVESCO EXCHANGE TRADED FD T $126.25万0.00%18,276 1,2437.3% $8.59万 加仓
SF STIFEL FINL CORP $126.01万0.00%18,061 3211.8% $2.24万 加仓
MAGS LISTED FDS TR $125.87万0.00%19,576 6,89954.4% $44.36万 加仓
AEM AGNICO EAGLE MINES LTD $125.15万0.00%8,067 -9,124-53.1% -$141.55万 减仓
AMX AMERICA MOVIL SAB DE CV $125.14万0.00%48,150 23,02591.6% $59.84万 加仓
SHYD VANECK ETF TRUST $125.03万0.00%54,597 13,00731.3% $29.79万 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $124.95万0.00%130,565 -756-0.6% -$7,235 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $124.95万0.00%62,820 -617-1.0% -$1.23万 减仓
LSCC LATTICE SEMICONDUCTOR $124.71万0.00%8,153 8,152815,200.0% $124.69万 加仓
PB PROSPERITY BANCSHARES INC $124.70万0.00%17,075 4,31333.8% $31.50万 加仓
HLN HALEON PLC $124.56万0.00%133,508 21,69319.4% $20.24万 加仓
FRVO FERVO ENERGY CO $124.49万0.00%42,591 42,591— $124.49万 新建仓
SLYG SPDR SERIES TRUST $124.08万0.00%10,415 2692.7% $3.20万 加仓
CSTM CONSTELLIUM SE $123.89万0.00%38,873 38,57312,857.7% $122.93万 加仓
HFRO HIGHLAND OPPS & INCOME FD $123.40万0.00%173,066 6,7484.1% $4.81万 加仓
CSL CARLISLE COS INC $123.22万0.00%3,396 1,29161.3% $46.84万 加仓
PJUN INNOVATOR ETFS TRUST $122.95万0.00%28,441 8,83445.1% $38.19万 加仓
SEIQ SEI EXCHANGE TRADED FUNDS $122.95万0.00%31,197 2790.9% $1.10万 加仓
VUSB VANGUARD BD INDEX FDS $122.93万0.00%24,694 10,61275.4% $52.83万 加仓
NWBI NORTHWEST BANCSHARES INC $122.25万0.00%80,637 00.0% — 不变
UMBF UMB FINL CORP $121.96万0.00%8,543 -1,897-18.2% -$27.08万 减仓
FLQL FRANKLIN TEMPLETON ETF TR $121.96万0.00%15,580 1210.8% $9,472 加仓
QQQJ INVESCO EXCH TRADED FD TR II $121.64万0.00%26,769 -2,380-8.2% -$10.81万 减仓
NYT NEW YORK TIMES CO MTN BE $121.61万0.00%17,377 12,397248.9% $86.76万 加仓
CORZ CORE SCIENTIFIC INC NEW $121.56万0.00%47,503 -3,040-6.0% -$7.78万 减仓
— INNOVATOR ETFS TRUST $121.51万0.00%57,235 -110-0.2% -$2,335 减仓
XYZ BLOCK INC $121.48万0.00%15,984 5,72255.8% $43.49万 加仓
USA LIBERTY ALL STAR EQUITY FD $121.38万0.00%208,912 31,69717.9% $18.42万 加仓
RPRX ROYALTY PHARMA PLC $121.10万0.00%21,597 17,279400.2% $96.89万 加仓
YOU CLEAR SECURE INC $120.98万0.00%21,708 5,00630.0% $27.90万 加仓
IMO IMPERIAL OIL LTD $120.50万0.00%10,758 -2,308-17.7% -$25.85万 减仓
DMXF ISHARES TR $120.18万0.00%14,206 3,71635.4% $31.44万 加仓
Z ZILLOW GROUP INC $120.15万0.00%38,117 650.2% $2,049 加仓
GDEC FIRST TR EXCHNG TRADED FD VI $120.13万0.00%30,180 1630.5% $6,488 加仓
GLPI GAMING & LEISURE P $119.96万0.00%26,939 19,611267.6% $87.33万 加仓
DASH DOORDASH INC $119.88万0.00%6,497 71312.3% $13.16万 加仓
NTR NUTRIEN LTD $119.66万0.00%19,008 9,693104.1% $61.02万 加仓
PYPL PAYPAL HLDGS INC $119.56万0.00%27,688 -2,412-8.0% -$10.41万 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $119.55万0.00%21,700 1,4207.0% $7.82万 加仓
SCHH SCHWAB STRATEGIC TR $119.22万0.00%50,346 1,0162.1% $2.41万 加仓
HUBS HUBSPOT INC $119.21万0.00%6,532 3175.1% $5.79万 加仓
IESC IES HOLDINGS INC $119.09万0.00%1,621 1,621— $119.09万 新建仓
ESTA ESTABLISHMENT LABS HLDGS INC $119.02万0.00%13,871 3,58734.9% $30.78万 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $118.43万0.00%57,600 -6,536-10.2% -$13.44万 减仓
CHH CHOICE HOTELS INTL INC $118.02万0.00%10,703 870.8% $9,593 加仓
ATI ATI INC $117.62万0.00%5,967 1,99850.3% $39.38万 加仓
XEMDX WESTERN ASSET EMERGING MKTS $117.05万0.00%108,981 15,53316.6% $16.68万 加仓
ITRI ITRON INC $116.71万0.00%13,488 1,1759.5% $10.17万 加仓
CLF CLEVELAND-CLIFFS INC NEW $116.55万0.00%124,119 6920.6% $6,498 加仓
CBRE CBRE GROUP INC $116.55万0.00%8,653 3,49467.7% $47.06万 加仓
BXSL BLACKSTONE SECD LENDING FD $116.52万0.00%49,142 13,73538.8% $32.57万 加仓
— EA SERIES TRUST $116.47万0.00%22,772 22,772— $116.47万 新建仓
GAL STATE STREET $116.45万0.00%22,039 00.0% — 不变
DNP DNP SELECT INCOME FD INC $116.28万0.00%107,762 52,91896.5% $57.10万 加仓
IYC ISHARES TR $115.76万0.00%11,450 -2,040-15.1% -$20.62万 减仓
— NUVEEN MUN CR OPPORTUNITIES $115.67万0.00%106,212 1,6781.6% $1.83万 加仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $115.27万0.00%38,384 8,20327.2% $24.63万 加仓
NHI NATIONAL HEALTH INVS INC $115.17万0.00%15,103 3,05725.4% $23.31万 加仓
REET ISHARES TR $115.10万0.00%41,673 -48-0.1% -$1,326 减仓
FDUS FIDUS INVT CORP $115.02万0.00%60,317 -2,894-4.6% -$5.52万 减仓
DKNG DRAFTKINGS INC NEW $114.90万0.00%45,486 28,238163.7% $71.33万 加仓
PNR PENTAIR PLC $114.34万0.00%14,915 1,71513.0% $13.15万 加仓
ICF ISHARES TR $113.90万0.00%16,841 590.4% $3,990 加仓
— INNOVATOR ETFS TRUST $113.78万0.00%43,787 00.0% — 不变
ORI OLD REP INTL CORP $113.67万0.00%27,780 8873.3% $3.63万 加仓
GARP ISHARES TR $113.61万0.00%13,762 11,143425.5% $91.99万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $113.24万0.00%20,627 4,27926.2% $23.49万 加仓
SBAC SBA COMMUNICATIONS CORP $113.14万0.00%6,412 1,49530.4% $26.38万 加仓
TD TORONTO DOMINION BK ONT $113.13万0.00%9,316 1451.6% $1.76万 加仓
CBSH COMMERCE BANCSHARES INC $113.08万0.00%19,581 9,53795.0% $55.08万 加仓
WAT WATERS CORP $112.85万0.00%3,009 -645-17.7% -$24.19万 减仓
— BARINGS GLOBAL SHORT DURATIO $112.74万0.00%79,957 13,22719.8% $18.65万 加仓
— AMERICAN CENTY ETF TR $112.70万0.00%13,255 4,08444.5% $34.72万 加仓
ARKB ARK 21SHARES BITCOIN ETF $112.53万0.00%57,826 3,1855.8% $6.20万 加仓
XGDVX GABELLI DIVID & INCOME TR $112.43万0.00%38,241 6,08318.9% $17.88万 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $112.21万0.00%51,380 4,1018.7% $8.96万 加仓
XTEN BONDBLOXX ETF TRUST $112.20万0.00%24,617 -16,315-39.9% -$74.36万 减仓
RTO RENTOKIL INITIAL PLC $112.19万0.00%39,213 30,151332.7% $86.26万 加仓
USFD US FOODS HLDG CORP $112.09万0.00%10,962 5925.7% $6.05万 加仓
GDXJ VANECK ETF TRUST $112.07万0.00%11,406 -515-4.3% -$5.06万 减仓
VIK VIKING HOLDINGS LTD $111.74万0.00%10,675 4,07161.6% $42.61万 加仓
EXP EAGLE MATLS INC $111.62万0.00%4,961 1,15730.4% $26.03万 加仓
PHM PULTE GROUP INC $111.56万0.00%8,130 -1,580-16.3% -$21.68万 减仓
CWST CASELLA WASTE SYS INC $111.45万0.00%11,493 6,837146.8% $66.30万 加仓
SYF SYNCHRONY FINANCIAL $111.15万0.00%14,616 6014.3% $4.57万 加仓
— AVALONBAY CMNTYS INC $110.71万0.00%5,867 -381-6.1% -$7.19万 减仓
STK COLUMBIA SELIGM PREM TECH GR $110.41万0.00%20,495 17,876682.6% $96.30万 加仓
BIT BLACKROCK MULTI SECTOR INC T $110.21万0.00%88,025 -2,932-3.2% -$3.67万 减仓
XSHQ INVESCO S&P $109.54万0.00%22,654 240.1% $1,160 加仓
— GDL FD $109.33万0.00%129,080 6600.5% $5,590 加仓