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
IGEB ISHARES TR $109.18万0.00%24,203 7843.3% $3.54万 加仓
FISV FISERV INC $109.17万0.00%22,258 -7,636-25.5% -$37.45万 减仓
IYG ISHARES TR $109.13万0.00%12,062 1,26811.7% $11.47万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $109.04万0.00%18,920 14,101292.6% $81.27万 加仓
TRMB TRIMBLE INC $108.90万0.00%21,277 -2,062-8.8% -$10.55万 减仓
NWG NATWEST GROUP PLC $108.66万0.00%61,632 1,9033.2% $3.35万 加仓
INTF ISHARES TR $108.62万0.00%26,520 -1,490-5.3% -$6.10万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $108.32万0.00%18,069 -22-0.1% -$1,319 减仓
GJUL FIRST TR EXCHNG TRADED FD VI $107.75万0.00%24,776 -6,024-19.6% -$26.20万 减仓
AAOI APPLIED OPTOELECTRONICS INC $107.39万0.00%7,248 -1,297-15.2% -$19.22万 减仓
LGN LEGENCE CORP $107.25万0.00%12,584 12,584— $107.25万 新建仓
CRK COMSTOCK RESOURCES $107.13万0.00%71,800 -120-0.2% -$1,790 减仓
BBEU J P MORGAN EXCHANGE TRADED F $106.72万0.00%13,723 -2,148-13.5% -$16.70万 减仓
CRUS CIRRUS LOGIC INC $106.18万0.00%7,149 -447-5.9% -$6.64万 减仓
SCHY SCHWAB STRATEGIC TR $105.97万0.00%33,397 2,1066.7% $6.68万 加仓
DGT SPDR SERIES TRUST $105.94万0.00%5,733 2,917103.6% $53.90万 加仓
JBHT HUNT J B TRANS SVCS INC $105.90万0.00%3,659 1,04540.0% $30.25万 加仓
BGRN ISHARES TR $105.89万0.00%22,305 7,45650.2% $35.40万 加仓
CCI CROWN CASTLE INC $105.77万0.00%13,966 -10,506-42.9% -$79.56万 减仓
EL LAUDER ESTEE COS INC $105.71万0.00%13,389 5,06560.8% $39.99万 加仓
RYAAY RYANAIR HOLDINGS PLC $105.59万0.00%16,307 -5,299-24.5% -$34.31万 减仓
ENFR ALERIAN ENERGY $105.35万0.00%27,652 -525-1.9% -$2.00万 减仓
USEW EA SERIES TRUST $105.23万0.00%18,849 00.0% — 不变
FBNC FIRST BANCORP N C $105.04万0.00%16,431 410.3% $2,621 加仓
LDOS LEIDOS HOLDINGS INC $105.02万0.00%10,200 -5,422-34.7% -$55.83万 减仓
VTWG VANGUARD SCOTTSDALE FDS $104.97万0.00%3,649 -155-4.1% -$4.46万 减仓
JPIN J P MORGAN EXCHANGE TRADED F $104.69万0.00%14,478 3,91937.1% $28.34万 加仓
AVY AVERY DENNISON CORP $104.46万0.00%6,435 -1,131-14.9% -$18.36万 减仓
CMF ISHARES TR $104.25万0.00%18,087 -14,292-44.1% -$82.38万 减仓
GJUN FIRST TR EXCHNG TRADED FD VI $104.22万0.00%25,302 3,69217.1% $15.21万 加仓
OIH VANECK ETF TRUST $104.20万0.00%2,801 45419.3% $16.89万 加仓
— GLOBAL X FDS $104.12万0.00%28,910 2,75010.5% $9.90万 加仓
SFNC SIMMONS FIRST NATL CORP $104.11万0.00%45,966 6371.4% $1.44万 加仓
— ISHARES IBONDS $104.06万0.00%40,334 1,7244.5% $4.45万 加仓
WYNN WYNN RESORTS LTD $103.92万0.00%10,704 -2,930-21.5% -$28.45万 减仓
ACP ABRDN INCOME CREDIT STRATEGI $103.88万0.00%199,777 10,8055.7% $5.62万 加仓
BBT BEACON FINANCIAL CORP. $103.77万0.00%34,078 -380-1.1% -$1.16万 减仓
MUA BLACKROCK MUNIASSETS FD INC $103.71万0.00%94,201 -21,098-18.3% -$23.23万 减仓
SOLV SOLVENTUM CORP $103.67万0.00%13,437 6,730100.3% $51.92万 加仓
PVH PVH CORP $103.50万0.00%13,937 -2,275-14.0% -$16.89万 减仓
BALI BLACKROCK ETF TRUST $103.03万0.00%30,456 19,282172.6% $65.23万 加仓
LNC LINCOLN NATL CORP IND $102.45万0.00%28,982 4,48618.3% $15.86万 加仓
CAVA CAVA GROUP INC $102.42万0.00%13,050 6565.3% $5.15万 加仓
VELO VELO3D INC $102.36万0.00%58,327 -46,147-44.2% -$80.99万 减仓
HR HEALTHCARE RLTY TR $102.27万0.00%50,704 35,676237.4% $71.96万 加仓
SFST SOUTHERN FIRST BANCSHARES $102.08万0.00%16,707 4,56437.6% $27.89万 加仓
GMAR FIRST TR EXCHNG TRADED FD VI $102.08万0.00%23,074 -1,787-7.2% -$7.91万 减仓
ISCG ISHARES TR $101.88万0.00%15,545 -15,122-49.3% -$99.11万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $101.71万0.00%2,531 33415.2% $13.42万 加仓
EDOW FIRST TR EXCHANGE-TRADED FD $101.57万0.00%23,037 -1,515-6.2% -$6.68万 减仓
— WISDOMTREE EUROPEAN $101.56万0.00%18,198 3942.2% $2.20万 加仓
NEU NEWMARKET CORP $101.47万0.00%1,282 544.4% $4.27万 加仓
WPC WP CAREY INC $101.42万0.00%14,185 5,77268.6% $41.27万 加仓
WWD WOODWARD INC $101.30万0.00%2,381 32215.6% $13.70万 加仓
TTEQ T ROWE $100.74万0.00%22,587 22,587— $100.74万 新建仓
FMX FOMENTO ECONOMICO MEXICANO S $100.68万0.00%7,872 1,85630.9% $23.74万 加仓
TOL TOLL BROTHERS INC $100.63万0.00%6,107 661.1% $1.09万 加仓
TME TENCENT MUSIC ENTMT GROUP $100.62万0.00%120,498 53,60380.1% $44.76万 加仓
ARKG ARK ETF TR $100.27万0.00%23,840 -252-1.0% -$1.06万 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $100.26万0.00%12,875 9,149245.5% $71.24万 加仓
TECK TECK RESOURCES LTD $99.89万0.00%16,799 -20,344-54.8% -$120.97万 减仓
ADEA ADEIA INC $99.64万0.00%30,258 6,83229.2% $22.50万 加仓
EZU ISHARES INC $99.64万0.00%14,337 -22,456-61.0% -$156.07万 减仓
ETV EATON VANCE TAX-MANAGED BUY- $99.63万0.00%66,958 3,5705.6% $5.31万 加仓
EWL ISHARES INC $99.61万0.00%15,849 2471.6% $1.55万 加仓
HLI HOULIHAN LOKEY INC $99.55万0.00%7,422 -229-3.0% -$3.07万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $99.44万0.00%3,805 -2,494-39.6% -$65.18万 减仓
PTY PIMCO CORPORATE & INCOME OPP $99.32万0.00%82,561 -3,109-3.6% -$3.74万 减仓
WST WEST PHARMACEUTICAL SVSC INC $99.08万0.00%2,760 511.9% $1.83万 加仓
NTAP NETAPP INC $99.07万0.00%6,402 -2,897-31.2% -$44.83万 减仓
— INNOVATOR ETFS TRUST $98.92万0.00%50,037 00.0% — 不变
XTRE BONDBLOXX ETF TRUST $98.87万0.00%20,166 1860.9% $9,120 加仓
SXI STANDEX INTL CORP $98.86万0.00%2,764 70.3% $2,504 加仓
EWJ ISHARES INC $98.82万0.00%10,595 1,32514.3% $12.36万 加仓
TAP MOLSON COORS BEVERAGE CO $98.79万0.00%25,358 1,2215.1% $4.76万 加仓
IQDF FLEXSHARES TR $98.79万0.00%28,585 3061.1% $1.06万 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $98.69万0.00%27,714 -179-0.6% -$6,374 减仓
TM TOYOTA MOTOR CORP $98.53万0.00%5,850 621.1% $1.04万 加仓
IVOO VANGUARD ADMIRAL FDS INC $98.45万0.00%7,550 -259-3.3% -$3.38万 减仓
FELE FRANKLIN ELEC INC $98.41万0.00%9,181 1,21215.2% $12.99万 加仓
ABCB AMERIS BANCORP $98.31万0.00%10,892 2122.0% $1.91万 加仓
SAIA SAIA INC $98.26万0.00%2,333 58233.2% $24.51万 加仓
NUBD NUSHARES ETF TR $97.95万0.00%44,251 12,29838.5% $27.22万 加仓
CVE CENOVUS ENERGY INC $97.77万0.00%39,406 28,895274.9% $71.69万 加仓
EXPD EXPEDITORS INTL WASH INC $97.73万0.00%5,996 4107.3% $6.68万 加仓
PEY INVESCO EXCHANGE TRADED FD T $97.69万0.00%42,146 8,49825.3% $19.70万 加仓
CHE CHEMED CORP NEW $97.39万0.00%2,091 2,0424,167.3% $95.10万 加仓
KIM KIMCO REALTY CORP $97.35万0.00%38,403 2,5767.2% $6.53万 加仓
AIZ ASSURANT INC $97.25万0.00%3,621 -1,036-22.2% -$27.82万 减仓
DLN WISDOMTREE TR $97.07万0.00%10,078 -8,216-44.9% -$79.13万 减仓
JMSI JPMORGAN SUSTAINABLE $96.73万0.00%19,177 -110-0.6% -$5,548 减仓
— AMERICAN CENTY ETF TR $96.51万0.00%20,717 1730.8% $8,059 加仓
CRL CHARLES RIV LABS INTL INC $96.07万0.00%4,236 1,04132.6% $23.61万 加仓
CORT CORCEPT THERAPEUTICS INC $96.00万0.00%11,041 1,67717.9% $14.58万 加仓
CG CARLYLE GROUP INC $95.98万0.00%22,792 -498-2.1% -$2.10万 减仓
EUFN ISHARES TR $95.91万0.00%24,597 9,40161.9% $36.66万 加仓
NAC NUVEEN CA DIVI ADV MUN $95.90万0.00%79,128 7,83511.0% $9.50万 加仓
THC TENET HEALTHCARE CORP $95.52万0.00%5,106 -1,074-17.4% -$20.09万 减仓
DFAE DIMENSIONAL ETF TRUST $95.43万0.00%23,732 5,43829.7% $21.87万 加仓
ROKU ROKU INC $94.62万0.00%6,849 -1,485-17.8% -$20.52万 减仓