13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.1%
NVDA 2.1%
MSFT 2.1%
IVV 2.1%
AMZN 1.6%
JPM 1.5%
GOOGL 1.3%
VOO 1.3%
WMT 1.3%
SPY 1.2%

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
AEE AMEREN CORP $72.63万0.00%6,607 -3,373-33.8% -$37.08万 减仓
AYI ACUITY INC $72.29万0.00%2,580 -344-11.8% -$9.64万 减仓
AAOI APPLIED OPTOELECTRONICS INC $72.28万0.00%8,545 8,2452,748.3% $69.74万 重新持有
KTOS KRATOS DEFENSE & SEC SOLUTIO $72.22万0.00%10,243 2,67135.3% $18.83万 加仓
— EATON VANCE MUN INCOME TR $72.14万0.00%69,298 7,86712.8% $8.19万 加仓
— ELLSWORTH GROWTH & INCOME FD $72.09万0.00%64,650 -4,337-6.3% -$4.84万 减仓
PEY INVESCO HIGH $72.07万0.00%33,648 1380.4% $2,956 加仓
EXP EAGLE MATLS INC $72.05万0.00%3,804 1664.6% $3.14万 加仓
— BLACKROCK ETF TRUST II $72.03万0.00%22,481 1,2375.8% $3.96万 加仓
BITO PROSHARES TR $72.00万0.00%77,331 -12,850-14.2% -$11.96万 减仓
VOOV VANGUARD ADMIRAL FDS INC $71.97万0.00%3,532 -1,676-32.2% -$34.15万 减仓
— PGIM ROCK ETF TR $71.96万0.00%22,550 6,15037.5% $19.62万 加仓
— PGIM ROCK ETF TR $71.90万0.00%24,270 5,64430.3% $16.72万 加仓
GFEB FIRST TR EXCHNG TRADED FD VI $71.42万0.00%17,382 2,48916.7% $10.23万 加仓
QBTS D-WAVE QUANTUM INC $71.38万0.00%49,469 -1,823-3.6% -$2.63万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $71.37万0.00%10,986 3,35844.0% $21.82万 加仓
IONQ IONQ INC $71.35万0.00%24,747 1,6127.0% $4.65万 加仓
GLDM SPDR GOLD $71.28万0.00%7,690 -191,266-96.1% -$1,772.85万 减仓
INSW INTERNATIONAL SEAWAYS INC $71.23万0.00%9,774 -1,033-9.6% -$7.53万 减仓
HEWJ ISHARES TR $71.20万0.00%12,651 1,75116.1% $9.85万 加仓
— AMERICAN CENTY ETF TR $71.11万0.00%9,171 5,136127.3% $39.83万 加仓
PCAR PACCAR INC $71.03万0.00%6,150 530.9% $6,121 加仓
NUBD NUSHARES ETF TR $70.97万0.00%31,953 5,42420.4% $12.05万 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $70.90万0.00%10,780 -1,347-11.1% -$8.86万 减仓
SIZE ISHARES TR $70.82万0.00%4,441 2,234101.2% $35.62万 加仓
CVSA COVISTA INC $70.71万0.00%6,135 -2,145-25.9% -$24.72万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $70.61万0.00%2,197 -297-11.9% -$9.55万 减仓
HYZD WISDOMTREE TR $70.51万0.00%32,035 -798-2.4% -$1.76万 减仓
BGRN ISHARES TR $70.49万0.00%14,849 -6,484-30.4% -$30.78万 减仓
CPRT COPART INC $70.35万0.00%21,190 -17,265-44.9% -$57.32万 减仓
NTR NUTRIEN LTD $70.29万0.00%9,315 2,15930.2% $16.29万 加仓
SXI STANDEX INTL CORP $70.26万0.00%2,757 2,6672,963.3% $67.97万 加仓
CSL CARLISLE COS INC $70.24万0.00%2,105 984.9% $3.27万 加仓
SILJ AMPLIFY ETF TR $70.23万0.00%23,632 7,09442.9% $21.08万 加仓
VUSB VANGUARD BD INDEX FDS $70.11万0.00%14,082 5033.7% $2.50万 加仓
QDEF FLEXSHARES QUALITY $70.03万0.00%8,773 00.0% — 不变
VRSK VERISK ANALYTICS INC $70.00万0.00%3,689 -312-7.8% -$5.92万 减仓
CBRE CBRE GROUP INC $69.88万0.00%5,159 -659-11.3% -$8.93万 减仓
OBIL U S TREASURY $69.82万0.00%13,943 1220.9% $6,109 加仓
PAUG INNOVATOR ETFS TRUST $69.65万0.00%16,303 -1,763-9.8% -$7.53万 减仓
— BLACKROCK ETF TRUST II $69.61万0.00%20,407 1,3737.2% $4.68万 加仓
— VOYA GLBL EQTY DIV & PREM OP $69.33万0.00%121,632 5,3114.6% $3.03万 加仓
CNH CNH INDL N V $69.24万0.00%62,948 37,076143.3% $40.78万 加仓
LVHI LEGG MASON ETF INVT $69.17万0.00%17,062 13,166337.9% $53.37万 加仓
ESML ISHARES TR $69.10万0.00%14,696 -5,194-26.1% -$24.42万 减仓
— LMP CAP & INCOME FD INC $68.95万0.00%46,179 4,1729.9% $6.23万 加仓
ISPY PROSHARES TR $68.90万0.00%15,894 2281.5% $9,884 加仓
— INVESCO TR INVT GRADE MUNS $68.86万0.00%69,770 11,05518.8% $10.91万 加仓
AKAM AKAMAI TECHNOLOGIES INC $68.67万0.00%5,980 1502.6% $1.72万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $68.58万0.00%5,625 -66-1.2% -$8,047 减仓
FTLS FIRST TRUST $68.51万0.00%9,737 -515-5.0% -$3.62万 减仓
APG API GROUP $68.46万0.00%16,895 2221.3% $8,995 加仓
SGDM SPROTT ETF TRUST $68.40万0.00%9,061 -834-8.4% -$6.30万 减仓
ONON ON HLDG AG $68.38万0.00%20,100 5,48037.5% $18.64万 加仓
XDEC FIRST TR EXCHNG TRADED FD VI $68.19万0.00%16,916 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $68.12万0.00%33,375 -21,024-38.6% -$42.91万 减仓
VTWV VANGUARD SCOTTSDALE FDS $68.11万0.00%4,073 902.3% $1.50万 加仓
WST WEST PHARMACEUTICAL SVSC INC $67.89万0.00%2,709 -385-12.4% -$9.65万 减仓
SON SONOCO PRODS CO $67.76万0.00%12,529 -190-1.5% -$1.03万 减仓
FIVE FIVE BELOW INC $67.72万0.00%2,964 2629.7% $5.99万 加仓
RS RELIANCE INC $67.51万0.00%2,221 -508-18.6% -$15.44万 减仓
— FLAHERTY & CRUMRINE DYNAMIC $67.32万0.00%33,541 2040.6% $4,094 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $67.24万0.00%12,039 -19-0.2% -$1,061 减仓
— INNOVATOR ETFS TRUST $67.21万0.00%22,875 2000.9% $5,876 加仓
TFLO ISHARES TR $67.17万0.00%13,267 -2,892-17.9% -$14.64万 减仓
FMAT FIDELITY COVINGTON TRUST $66.87万0.00%11,602 6,028108.1% $34.75万 加仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $66.85万0.00%30,181 1,6625.8% $3.68万 加仓
FMX FOMENTO ECONOMICO MEXICANO S $66.81万0.00%6,016 1,90546.3% $21.15万 加仓
KJAN INNOVATOR ETFS TRUST $66.72万0.00%15,992 1,0006.7% $4.17万 加仓
JXN JACKSON FINANCIAL INC $66.48万0.00%6,289 661.1% $6,977 加仓
SFST SOUTHERN FIRST BANCSHARES $66.18万0.00%12,143 9578.6% $5.22万 加仓
SMB VANECK ETF TRUST $66.15万0.00%38,236 38,236— $66.15万 新建仓
IDU ISHARES TR $66.06万0.00%5,689 -54-0.9% -$6,271 减仓
IYT ISHARES U S $66.01万0.00%8,848 500.6% $3,730 加仓
PTC PTC INC $65.96万0.00%4,629 4,58911,472.5% $65.39万 加仓
— MFS CHARTER INCOME TR $65.90万0.00%108,740 -3,800-3.4% -$2.30万 减仓
ARKX ARK ETF TR $65.83万0.00%22,429 17,896394.8% $52.52万 加仓
IT GARTNER INC $65.79万0.00%4,155 73821.6% $11.69万 加仓
SOUN SOUNDHOUND AI INC $65.72万0.00%95,657 36,64462.1% $25.17万 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $65.64万0.00%109,398 37,26551.7% $22.36万 加仓
NNE NANO NUCLEAR ENERGY INC $65.62万0.00%32,040 -2,543-7.4% -$5.21万 减仓
IR INGERSOLL RAND INC $65.60万0.00%8,188 1,18116.9% $9.46万 加仓
OCSL OAKTREE SPECIALTY LENDING $65.55万0.00%58,005 30,257109.0% $34.19万 加仓
TWLO TWILIO INC $65.48万0.00%5,204 -707-12.0% -$8.90万 减仓
JHML JOHN HANCOCK EXCHANGE TRADED $65.32万0.00%8,345 5967.7% $4.67万 加仓
YYY AMPLIFY ETF TR $65.09万0.00%59,014 -4,299-6.8% -$4.74万 减仓
— EATON VANCE FLOATING RATE IN $64.86万0.00%60,449 -28,045-31.7% -$30.09万 减仓
ESLT ELBIT SYS LTD $64.79万0.00%763 30.4% $2,547 加仓
BITB BITWISE BITCOIN ETF TR $64.67万0.00%17,568 17,565585,500.0% $64.66万 加仓
— GRAYSCALE ETHEREUM STAKING E $64.66万0.00%37,879 2,0145.6% $3.44万 加仓
FRME FIRST MERCHANTS CORP $64.45万0.00%16,641 16,641— $64.45万 新建仓
SE SEA LTD $64.40万0.00%7,777 -3,923-33.5% -$32.49万 减仓
JOE ST JOE CO $64.21万0.00%10,224 -14,066-57.9% -$88.34万 减仓
FGD FIRST TR EXCHANGE-TRADED FD $64.20万0.00%20,105 7,40358.3% $23.64万 加仓
FNOV FIRST TR EXCHNG TRADED FD VI $64.08万0.00%12,001 -500-4.0% -$2.67万 减仓
AMX AMERICA MOVIL SAB DE CV $64.02万0.00%25,125 320.1% $815 加仓
VTR VENTAS INC $63.77万0.00%7,798 -1,761-18.4% -$14.40万 减仓
— PIMCO INCOME STRATEGY FD $63.72万0.00%79,650 -11,000-12.1% -$8.80万 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $63.71万0.00%16,348 8,454107.1% $32.94万 加仓
ARKG ARK ETF TR $63.65万0.00%24,092 12,202102.6% $32.24万 加仓