NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PTA | COHEN & STEERS TAX ADVAN PFD | $80.42万 | 0.00% | 41,930 | -416 | -1.0% | -$7,979 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $80.42万 | 0.00% | 17,140 | -12,289 | -41.8% | -$57.66万 | 减仓 |
| TDC | TERADATA CORP DEL | $80.36万 | 0.00% | 23,192 | 3,530 | 18.0% | $12.23万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $80.30万 | 0.00% | 17,796 | -716 | -3.9% | -$3.23万 | 减仓 |
| IEZ | ISHARES TR | $80.28万 | 0.00% | 29,845 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP | $80.27万 | 0.00% | 24,457 | 9,361 | 62.0% | $30.72万 | 加仓 |
| IBDU | ISHARES IBONDS | $80.25万 | 0.00% | 34,648 | -1,017 | -2.9% | -$2.36万 | 减仓 |
| EVR | EVERCORE INC | $80.18万 | 0.00% | 2,348 | 839 | 55.6% | $28.65万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $80.08万 | 0.00% | 39,429 | -3,110 | -7.3% | -$6.32万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $80.04万 | 0.00% | 17,791 | 787 | 4.6% | $3.54万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $79.79万 | 0.00% | 30,903 | -3,838 | -11.0% | -$9.91万 | 减仓 |
| BOXX | EA SERIES TRUST | $79.71万 | 0.00% | 6,808 | -1,358 | -16.6% | -$15.90万 | 减仓 |
| ITT | ITT INC | $79.51万 | 0.00% | 4,020 | 2,107 | 110.1% | $41.67万 | 加仓 |
| AIA | ISHARES TR | $79.31万 | 0.00% | 5,599 | 537 | 10.6% | $7.61万 | 加仓 |
| MUSA | MURPHY USA INC | $79.26万 | 0.00% | 1,471 | -80 | -5.2% | -$4.31万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $79.25万 | 0.00% | 4,055 | -18 | -0.4% | -$3,518 | 减仓 |
| GFF | GRIFFON CORP | $79.15万 | 0.00% | 8,115 | 539 | 7.1% | $5.26万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $79.14万 | 0.00% | 21,047 | -222 | -1.0% | -$8,347 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $79.11万 | 0.00% | 10,217 | -59 | -0.6% | -$4,568 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $78.73万 | 0.00% | 17,882 | 500 | 2.9% | $2.20万 | 加仓 |
| USRT | ISHARES TR | $78.54万 | 0.00% | 11,819 | 3,495 | 42.0% | $23.23万 | 加仓 |
| JOE | ST JOE CO | $78.49万 | 0.00% | 12,532 | 2,308 | 22.6% | $14.46万 | 加仓 |
| INSM | INSMED INC | $78.40万 | 0.00% | 7,354 | 1,339 | 22.3% | $14.28万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $78.16万 | 0.00% | 5,496 | 3,734 | 211.9% | $53.10万 | 加仓 |
| QLYS | QUALYS INC | $78.08万 | 0.00% | 5,679 | -431 | -7.1% | -$5.93万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $78.07万 | 0.00% | 26,100 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $77.99万 | 0.00% | 5,710 | 630 | 12.4% | $8.61万 | 加仓 |
| OUST | OUSTER INC | $77.76万 | 0.00% | 12,438 | 12,395 | 28,825.6% | $77.49万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $77.70万 | 0.00% | 65,078 | 7,073 | 12.2% | $8.45万 | 加仓 |
| NUMG | NUSHARES ETF TR | $77.68万 | 0.00% | 16,543 | 2,389 | 16.9% | $11.22万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $77.66万 | 0.00% | 48,026 | -258 | -0.5% | -$4,172 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $77.38万 | 0.00% | 11,352 | 572 | 5.3% | $3.90万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $77.36万 | 0.00% | 7,662 | -332 | -4.2% | -$3.35万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $77.36万 | 0.00% | 2,570 | 254 | 11.0% | $7.65万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $77.31万 | 0.00% | 22,324 | -157 | -0.7% | -$5,437 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $77.28万 | 0.00% | 13,857 | 2 | 0.0% | $112 | 加仓 |
| FLOT | ISHARES TR | $77.09万 | 0.00% | 15,102 | -2,369 | -13.6% | -$12.09万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $76.86万 | 0.00% | 22,943 | -1,046 | -4.4% | -$3.50万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $76.80万 | 0.00% | 5,490 | -135 | -2.4% | -$1.89万 | 减仓 |
| IYT | ISHARES U S | $76.76万 | 0.00% | 8,848 | 0 | 0.0% | — | 不变 |
| EVSM | MORGAN STANLEY ETF TRUST | $76.73万 | 0.00% | 15,250 | 6,216 | 68.8% | $31.27万 | 加仓 |
| INVA | INNOVIVA INC | $76.52万 | 0.00% | 33,695 | 1,048 | 3.2% | $2.38万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $76.51万 | 0.00% | 22,681 | -14,207 | -38.5% | -$47.93万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $76.51万 | 0.00% | 22,646 | -2,200 | -8.9% | -$7.43万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $76.45万 | 0.00% | 8,946 | 2,423 | 37.1% | $20.71万 | 加仓 |
| QDEF | FLEXSHARES QUALITY | $76.34万 | 0.00% | 8,773 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $75.79万 | 0.00% | 13,238 | 6,022 | 83.5% | $34.48万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $75.78万 | 0.00% | 53,858 | -1,300 | -2.4% | -$1.83万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $75.76万 | 0.00% | 11,552 | -1,332 | -10.3% | -$8.73万 | 减仓 |
| DON | WISDOMTREE TR | $75.69万 | 0.00% | 13,391 | 2,892 | 27.5% | $16.35万 | 加仓 |
| CDE | COEUR MNG INC | $75.67万 | 0.00% | 46,369 | -68,774 | -59.7% | -$112.24万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $75.54万 | 0.00% | 3,909 | 696 | 21.7% | $13.45万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $75.50万 | 0.00% | 12,538 | -8,821 | -41.3% | -$53.12万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $75.46万 | 0.00% | 33,245 | 3 | 0.0% | $68 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $75.44万 | 0.00% | 8,459 | 114 | 1.4% | $1.02万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $75.31万 | 0.00% | 21,721 | -16,452 | -43.1% | -$57.04万 | 减仓 |
| NVMI | NOVA LTD | $75.09万 | 0.00% | 1,383 | 65 | 4.9% | $3.53万 | 加仓 |
| — | LMP CAP & INCOME FD INC | $74.98万 | 0.00% | 47,911 | 1,732 | 3.8% | $2.71万 | 加仓 |
| TFLO | ISHARES TR | $74.95万 | 0.00% | 14,803 | 1,536 | 11.6% | $7.78万 | 加仓 |
| UUUU | ENERGY FUELS INC | $74.93万 | 0.00% | 51,678 | 24,723 | 91.7% | $35.85万 | 加仓 |
| SARO | STANDARDAERO INC | $74.74万 | 0.00% | 24,988 | 10,154 | 68.5% | $30.37万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $74.73万 | 0.00% | 20,223 | -184 | -0.9% | -$6,799 | 减仓 |
| INDA | ISHARES TR | $74.69万 | 0.00% | 15,122 | 2,384 | 18.7% | $11.77万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $74.51万 | 0.00% | 7,246 | -2,416 | -25.0% | -$24.84万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $74.48万 | 0.00% | 16,142 | 7,535 | 87.5% | $34.77万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $74.47万 | 0.00% | 26,643 | -580 | -2.1% | -$1.62万 | 减仓 |
| DDS | DILLARDS INC | $74.41万 | 0.00% | 1,408 | 56 | 4.1% | $2.96万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $74.37万 | 0.00% | 16,295 | -8 | -0.0% | -$365 | 减仓 |
| NMIH | NMI HLDGS INC | $74.17万 | 0.00% | 18,050 | 1,252 | 7.5% | $5.14万 | 加仓 |
| HRB | BLOCK H & R INC | $74.00万 | 0.00% | 19,433 | 5,242 | 36.9% | $19.96万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $73.50万 | 0.00% | 56,714 | 29,498 | 108.4% | $38.23万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $73.41万 | 0.00% | 16,088 | 96 | 0.6% | $4,380 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $73.40万 | 0.00% | 64,896 | 1,011 | 1.6% | $1.14万 | 加仓 |
| CROX | CROCS INC | $73.18万 | 0.00% | 6,066 | -498 | -7.6% | -$6.01万 | 减仓 |
| IDU | ISHARES TR | $73.15万 | 0.00% | 6,383 | 694 | 12.2% | $7.95万 | 加仓 |
| EDV | VANGUARD WORLD FD | $72.90万 | 0.00% | 11,202 | 11,202 | — | $72.90万 | 新建仓 |
| CPRT | COPART INC | $72.85万 | 0.00% | 25,842 | 4,652 | 22.0% | $13.11万 | 加仓 |
| BWA | BORGWARNER INC | $72.76万 | 0.00% | 10,958 | 665 | 6.5% | $4.42万 | 加仓 |
| CAOS | EA SERIES TRUST | $72.67万 | 0.00% | 8,042 | 2,246 | 38.8% | $20.29万 | 加仓 |
| RING | ISHARES INC | $72.65万 | 0.00% | 11,247 | 1,253 | 12.5% | $8.09万 | 加仓 |
| SMMD | ISHARES TR | $72.60万 | 0.00% | 7,924 | 1,108 | 16.3% | $10.15万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $72.56万 | 0.00% | 9,001 | 3,203 | 55.2% | $25.82万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $72.33万 | 0.00% | 7,156 | -3,192 | -30.8% | -$32.26万 | 减仓 |
| IYJ | ISHARES TR | $72.27万 | 0.00% | 4,337 | -755 | -14.8% | -$12.58万 | 减仓 |
| HRL | HORMEL FOODS CORP | $72.16万 | 0.00% | 29,072 | -9,763 | -25.1% | -$24.23万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $72.13万 | 0.00% | 5,236 | -215 | -3.9% | -$2.96万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $71.86万 | 0.00% | 11,249 | -3,807 | -25.3% | -$24.32万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $71.77万 | 0.00% | 16,756 | -160 | -0.9% | -$6,853 | 减仓 |
| SON | SONOCO PRODS CO | $71.59万 | 0.00% | 12,705 | 176 | 1.4% | $9,918 | 加仓 |
| RPM | RPM INTL INC | $71.53万 | 0.00% | 6,435 | 93 | 1.5% | $1.03万 | 加仓 |
| AOR | ISHARES TR | $71.35万 | 0.00% | 10,266 | 4,099 | 66.5% | $28.49万 | 加仓 |
| — | PACER FDS TR | $71.34万 | 0.00% | 21,231 | -15,726 | -42.6% | -$52.84万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $71.30万 | 0.00% | 2,531 | -975 | -27.8% | -$27.47万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $71.24万 | 0.00% | 14,060 | 7,302 | 108.0% | $37.00万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $71.21万 | 0.00% | 15,039 | 3,192 | 26.9% | $15.11万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $70.98万 | 0.00% | 2,130 | 1,397 | 190.6% | $46.56万 | 加仓 |
| BRKR | BRUKER CORP | $70.97万 | 0.00% | 11,794 | 9,961 | 543.4% | $59.94万 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR | $70.81万 | 0.00% | 62,553 | 40,238 | 180.3% | $45.55万 | 加仓 |
| DINO | HF SINCLAIR CORP | $70.67万 | 0.00% | 10,147 | 3,745 | 58.5% | $26.08万 | 加仓 |
| IAI | ISHARES TR | $70.64万 | 0.00% | 4,029 | -831 | -17.1% | -$14.57万 | 减仓 |