NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MFM | MFS MUN INCOME TR | $85.06万 | 0.00% | 157,811 | 17,153 | 12.2% | $9.25万 | 加仓 |
| EEMA | ISHARES INC | $84.93万 | 0.00% | 8,871 | -2,853 | -24.3% | -$27.31万 | 减仓 |
| — | BARCLAYS PLC | $84.91万 | 0.00% | 40,128 | 40,128 | — | $84.91万 | 新建仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $84.80万 | 0.00% | 88,428 | 3,787 | 4.5% | $3.63万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $84.63万 | 0.00% | 4,917 | -729 | -12.9% | -$12.55万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $84.18万 | 0.00% | 2,379 | 274 | 13.0% | $9.70万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $84.11万 | 0.00% | 34,741 | 11,088 | 46.9% | $26.84万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $83.93万 | 0.00% | 33,179 | -22,130 | -40.0% | -$55.98万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $83.88万 | 0.00% | 35,407 | -3,153 | -8.2% | -$7.47万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $83.52万 | 0.00% | 6,632 | 6,347 | 2,227.0% | $79.93万 | 加仓 |
| HYG | ISHARES TR | $83.49万 | 0.00% | 10,494 | -16,045 | -60.5% | -$127.66万 | 减仓 |
| ABCB | AMERIS BANCORP | $83.29万 | 0.00% | 10,680 | 2,109 | 24.6% | $16.45万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $83.06万 | 0.00% | 71,293 | 4,864 | 7.3% | $5.67万 | 加仓 |
| IBDU | ISHARES IBONDS | $82.96万 | 0.00% | 35,665 | 48 | 0.1% | $1,116 | 加仓 |
| MFC | MANULIFE FINL CORP | $82.88万 | 0.00% | 24,066 | -147 | -0.6% | -$5,063 | 减仓 |
| — | BLACKROCK MUNIYIELD PA QUALI | $82.82万 | 0.00% | 75,088 | 75,088 | — | $82.82万 | 新建仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $82.78万 | 0.00% | 12,683 | 373 | 3.0% | $2.43万 | 加仓 |
| TOL | TOLL BROTHERS INC | $82.44万 | 0.00% | 6,041 | -405 | -6.3% | -$5.53万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $82.18万 | 0.00% | 70,423 | -3,197 | -4.3% | -$3.73万 | 减仓 |
| COPX | GLOBAL X FDS | $82.03万 | 0.00% | 10,744 | -6,511 | -37.7% | -$49.71万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $82.01万 | 0.00% | 19,607 | -1,550 | -7.3% | -$6.48万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $81.96万 | 0.00% | 29,273 | 28,914 | 8,054.0% | $80.96万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $81.86万 | 0.00% | 13,349 | 716 | 5.7% | $4.39万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $81.75万 | 0.00% | 19,505 | -1,500 | -7.1% | -$6.29万 | 减仓 |
| MP | MP MATERIALS CORP | $81.60万 | 0.00% | 16,908 | 8,557 | 102.5% | $41.30万 | 加仓 |
| PFXF | VANECK ETF TRUST | $81.55万 | 0.00% | 46,494 | -7,427 | -13.8% | -$13.03万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $81.48万 | 0.00% | 19,145 | -247 | -1.3% | -$1.05万 | 减仓 |
| ITB | ISHARES TR | $81.44万 | 0.00% | 8,994 | -2,374 | -20.9% | -$21.50万 | 减仓 |
| XME | SPDR SERIES TRUST | $81.34万 | 0.00% | 7,531 | 1,652 | 28.1% | $17.84万 | 加仓 |
| RBLX | ROBLOX CORP | $80.97万 | 0.00% | 14,315 | -2,139 | -13.0% | -$12.10万 | 减仓 |
| YOU | CLEAR SECURE INC | $80.86万 | 0.00% | 16,702 | 3,366 | 25.2% | $16.29万 | 加仓 |
| SIL | GLOBAL X FDS | $80.56万 | 0.00% | 8,943 | -11,767 | -56.8% | -$106.00万 | 减仓 |
| KIM | KIMCO REALTY CORP | $80.50万 | 0.00% | 35,827 | -2,058 | -5.4% | -$4.62万 | 减仓 |
| IYY | ISHARES TR | $80.46万 | 0.00% | 5,079 | 54 | 1.1% | $8,555 | 加仓 |
| IXC | ISHARES TR | $80.33万 | 0.00% | 13,945 | 3,409 | 32.4% | $19.64万 | 加仓 |
| KGC | KINROSS GOLD | $80.11万 | 0.00% | 26,247 | -30,603 | -53.8% | -$93.40万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $80.06万 | 0.00% | 42,539 | 154 | 0.4% | $2,898 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $80.01万 | 0.00% | 5,586 | -5,483 | -49.5% | -$78.54万 | 减仓 |
| GTIP | GOLDMAN SACHS ETF TR | $79.95万 | 0.00% | 16,195 | 5,524 | 51.8% | $27.27万 | 加仓 |
| PMMF | BLACKROCK ETF TRUST | $79.95万 | 0.00% | 7,955 | 7,955 | — | $79.95万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $79.89万 | 0.00% | 7,994 | -275 | -3.3% | -$2.75万 | 减仓 |
| IAI | ISHARES TR | $79.79万 | 0.00% | 4,860 | -403 | -7.7% | -$6.62万 | 减仓 |
| PSK | SPDR SERIES TRUST | $79.54万 | 0.00% | 25,790 | 359 | 1.4% | $1.11万 | 加仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $79.36万 | 0.00% | 42,346 | 5,717 | 15.6% | $10.71万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $79.25万 | 0.00% | 38,173 | 7,800 | 25.7% | $16.19万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $79.18万 | 0.00% | 21,269 | 296 | 1.4% | $1.10万 | 加仓 |
| DMXF | ISHARES TR | $79.15万 | 0.00% | 10,490 | -14,706 | -58.4% | -$110.96万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $79.07万 | 0.00% | 18,362 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $78.93万 | 0.00% | 9,994 | -8,173 | -45.0% | -$64.55万 | 减仓 |
| ROKU | ROKU INC | $78.86万 | 0.00% | 8,334 | -23 | -0.3% | -$2,176 | 减仓 |
| NEU | NEWMARKET CORP | $78.73万 | 0.00% | 1,228 | -22 | -1.8% | -$1.41万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $78.59万 | 0.00% | 4,622 | -801 | -14.8% | -$13.62万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $78.53万 | 0.00% | 63,378 | 46,300 | 271.1% | $57.37万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $78.52万 | 0.00% | 23,989 | 15,489 | 182.2% | $50.70万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $78.34万 | 0.00% | 15,056 | 387 | 2.6% | $2.01万 | 加仓 |
| EWJ | ISHARES INC | $78.28万 | 0.00% | 9,270 | -36,957 | -79.9% | -$312.08万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $78.08万 | 0.00% | 48,284 | 5,363 | 12.5% | $8.67万 | 加仓 |
| IGF | ISHARES TR | $77.79万 | 0.00% | 11,610 | 159 | 1.4% | $1.07万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $77.63万 | 0.00% | 24,846 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $77.50万 | 0.00% | 10,543 | -16,790 | -61.4% | -$123.42万 | 减仓 |
| DDS | DILLARDS INC | $77.35万 | 0.00% | 1,352 | 1,119 | 480.3% | $64.02万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $77.13万 | 0.00% | 3,761 | -1,003 | -21.1% | -$20.57万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $76.98万 | 0.00% | 63,885 | 4,151 | 6.9% | $5.00万 | 加仓 |
| EWZ | ISHARES INC | $76.89万 | 0.00% | 20,029 | -13,817 | -40.8% | -$53.04万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $76.82万 | 0.00% | 17,004 | -15,344 | -47.4% | -$69.32万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $76.78万 | 0.00% | 55,158 | 908 | 1.7% | $1.26万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $76.63万 | 0.00% | 2,316 | -701 | -23.2% | -$23.19万 | 减仓 |
| MUSA | MURPHY USA INC | $76.63万 | 0.00% | 1,551 | -193 | -11.1% | -$9.53万 | 减仓 |
| NXT | NEXTPOWER INC | $76.59万 | 0.00% | 6,354 | 5,724 | 908.6% | $69.00万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $76.51万 | 0.00% | 4,275 | 1,195 | 38.8% | $21.39万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $76.34万 | 0.00% | 5,822 | 41 | 0.7% | $5,376 | 加仓 |
| INVA | INNOVIVA INC | $76.07万 | 0.00% | 32,647 | -3,337 | -9.3% | -$7.78万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $75.94万 | 0.00% | 14,651 | -223 | -1.5% | -$1.16万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $75.87万 | 0.00% | 26,100 | -2,500 | -8.7% | -$7.27万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $75.79万 | 0.00% | 27,223 | 517 | 1.9% | $1.44万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $75.79万 | 0.00% | 9,864 | 7,149 | 263.3% | $54.93万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $75.61万 | 0.00% | 50,543 | 2,280 | 4.7% | $3.41万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $75.22万 | 0.00% | 10,559 | -22 | -0.2% | -$1,567 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $75.18万 | 0.00% | 10,611 | 1,149 | 12.1% | $8.14万 | 加仓 |
| IYJ | ISHARES TR | $75.13万 | 0.00% | 5,092 | 155 | 3.1% | $2.29万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $75.06万 | 0.00% | 33,242 | 5,735 | 20.8% | $12.95万 | 加仓 |
| — | COTERRA ENERGY INC | $74.94万 | 0.00% | 21,326 | -2,579 | -10.8% | -$9.06万 | 减仓 |
| — | MFS HIGH INCOME MUN TR | $74.63万 | 0.00% | 201,166 | 34,737 | 20.9% | $12.89万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $74.61万 | 0.00% | 12,884 | -2,564 | -16.6% | -$14.85万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $74.56万 | 0.00% | 16,351 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $74.50万 | 0.00% | 66,754 | -3,021 | -4.3% | -$3.37万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $74.01万 | 0.00% | 33,811 | 2,451 | 7.8% | $5.37万 | 加仓 |
| — | STRATEGY SHS | $73.97万 | 0.00% | 25,118 | 19,196 | 324.1% | $56.53万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $73.76万 | 0.00% | 3,399 | -1,648 | -32.7% | -$35.76万 | 减仓 |
| WWD | WOODWARD INC | $73.70万 | 0.00% | 2,059 | 31 | 1.5% | $1.11万 | 加仓 |
| EPI | WISDOMTREE TR | $73.54万 | 0.00% | 18,023 | -185 | -1.0% | -$7,548 | 减仓 |
| MAGS | LISTED FDS TR | $73.45万 | 0.00% | 12,677 | -2,279 | -15.2% | -$13.20万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $73.45万 | 0.00% | 7,969 | 1,329 | 20.0% | $12.25万 | 加仓 |
| IYM | ISHARES TR | $73.45万 | 0.00% | 4,175 | 1,539 | 58.4% | $27.07万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $73.39万 | 0.00% | 10,276 | -7,408 | -41.9% | -$52.90万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $73.34万 | 0.00% | 17,354 | 8,602 | 98.3% | $36.35万 | 加仓 |
| NUMV | NUSHARES ETF TR | $73.05万 | 0.00% | 18,843 | -552 | -2.8% | -$2.14万 | 减仓 |
| RWR | SPDR SERIES TRUST | $72.74万 | 0.00% | 7,204 | 31 | 0.4% | $3,130 | 加仓 |
| HEI | HEICO CORP NEW | $72.74万 | 0.00% | 2,652 | 192 | 7.8% | $5.27万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $72.63万 | 0.00% | 25,088 | 3,739 | 17.5% | $10.82万 | 加仓 |