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 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | $5,528.45万 | 0.20% | 408,818 | 23,730 | 6.2% | $320.90万 | 加仓 |
| EMR | EMERSON ELEC CO | $5,523.07万 | 0.20% | 421,545 | 14,893 | 3.7% | $195.13万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,469.36万 | 0.20% | 392,435 | 231,715 | 144.2% | $3,229.41万 | 加仓 |
| ETR | ENTERGY CORP NEW | $5,459.03万 | 0.20% | 485,852 | 385,178 | 382.6% | $4,327.86万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $5,403.38万 | 0.20% | 1,040,513 | -71,706 | -6.4% | -$372.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $5,395.92万 | 0.19% | 373,575 | -2,621 | -0.7% | -$37.86万 | 减仓 |
| NFLX | NETFLIX INC. | $5,372.16万 | 0.19% | 558,723 | 7,961 | 1.4% | $76.55万 | 加仓 |
| SJM | SMUCKER J M CO | $5,189.77万 | 0.19% | 538,135 | 4,701 | 0.9% | $45.34万 | 加仓 |
| AMAT | APPLIED MATLS INC | $5,184.46万 | 0.19% | 151,686 | -4,949 | -3.2% | -$169.15万 | 减仓 |
| CMI | CUMMINS INC | $5,172.85万 | 0.19% | 96,147 | 53,048 | 123.1% | $2,854.06万 | 加仓 |
| ETN | EATON CORP PLC | $5,127.37万 | 0.19% | 143,355 | -10,144 | -6.6% | -$362.82万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,120.08万 | 0.18% | 270,047 | -1,578 | -0.6% | -$29.92万 | 减仓 |
| IAGG | ISHARES TR | $5,111.71万 | 0.18% | 1,021,525 | 88,261 | 9.5% | $441.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5,107.93万 | 0.18% | 195,019 | -1,016 | -0.5% | -$26.61万 | 减仓 |
| — | QUANTA SVCS INC | $5,047.83万 | 0.18% | 229,636 | 229,636 | — | $5,047.83万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,999.14万 | 0.18% | 1,283,148 | 215,368 | 20.2% | $839.07万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,997.94万 | 0.18% | 337,471 | 5,644 | 1.7% | $83.59万 | 加仓 |
| MRK | MERCK & CO INC | $4,974.76万 | 0.18% | 413,565 | 17,134 | 4.3% | $206.10万 | 加仓 |
| DGRW | WISDOMTREE TR | $4,929.92万 | 0.18% | 561,239 | 34,683 | 6.6% | $304.66万 | 加仓 |
| COR | CENCORA INC | $4,906.85万 | 0.18% | 156,200 | -62,254 | -28.5% | -$1,955.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,891.99万 | 0.18% | 57,826 | 615 | 1.1% | $52.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,754.93万 | 0.17% | 196,169 | -183,086 | -48.3% | -$4,437.82万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $4,648.35万 | 0.17% | 914,401 | 445,163 | 94.9% | $2,262.98万 | 加仓 |
| USFR | WISDOMTREE TR | $4,643.12万 | 0.17% | 922,353 | 723,199 | 363.1% | $3,640.58万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $4,564.27万 | 0.16% | 1,102,216 | -35,076 | -3.1% | -$145.25万 | 减仓 |
| IWY | ISHARES TR | $4,483.87万 | 0.16% | 180,190 | 14,480 | 8.7% | $360.32万 | 加仓 |
| IWB | ISHARES TR | $4,471.19万 | 0.16% | 125,398 | -294 | -0.2% | -$10.48万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,468.28万 | 0.16% | 895,626 | 20,909 | 2.4% | $104.31万 | 加仓 |
| IBTG | ISHARES TR | $4,420.03万 | 0.16% | 1,928,881 | 110,974 | 6.1% | $254.30万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4,411.74万 | 0.16% | 778,360 | 96,857 | 14.2% | $548.98万 | 加仓 |
| BAC | BANK AMERICA CORP | $4,384.25万 | 0.16% | 916,918 | -34,614 | -3.6% | -$165.51万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4,362.23万 | 0.16% | 1,135,407 | 106,249 | 10.3% | $408.21万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $4,348.20万 | 0.16% | 1,697,190 | -182,871 | -9.7% | -$468.52万 | 减仓 |
| NI | NISOURCE INC | $4,339.45万 | 0.16% | 930,013 | 823,358 | 772.0% | $3,841.79万 | 加仓 |
| LIN | LINDE PLC | $4,333.79万 | 0.16% | 87,418 | 4,386 | 5.3% | $217.44万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $4,319.72万 | 0.16% | 2,575,858 | 373,719 | 17.0% | $626.73万 | 加仓 |
| MMM | 3M CO | $4,297.12万 | 0.16% | 295,883 | 1,538 | 0.5% | $22.34万 | 加仓 |
| GE | GE AEROSPACE | $4,296.65万 | 0.16% | 151,412 | -14,995 | -9.0% | -$425.52万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,226.58万 | 0.15% | 461,216 | 79,464 | 20.8% | $728.21万 | 加仓 |
| QQQ | INVESCO QQQ | $4,212.04万 | 0.15% | 72,976 | -578,190 | -88.8% | -$3.34亿 | 减仓 |
| WELL | WELLTOWER INC | $4,168.08万 | 0.15% | 210,817 | 192,332 | 1,040.5% | $3,802.61万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $4,162.40万 | 0.15% | 2,190,737 | -330,804 | -13.1% | -$628.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,111.80万 | 0.15% | 419,957 | 93,578 | 28.7% | $916.22万 | 加仓 |
| EMBD | GLOBAL X FDS | $4,110.13万 | 0.15% | 1,754,217 | -306,639 | -14.9% | -$718.46万 | 减仓 |
| KO | COCA COLA CO | $4,109.70万 | 0.15% | 540,394 | -46,052 | -7.9% | -$350.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,101.41万 | 0.15% | 441,582 | -27,611 | -5.9% | -$256.45万 | 减仓 |
| MS | MORGAN STANLEY | $4,035.21万 | 0.15% | 245,197 | -13,634 | -5.3% | -$224.38万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $4,025.92万 | 0.15% | 980,497 | 980,497 | — | $4,025.92万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,980.40万 | 0.14% | 792,908 | -12,235 | -1.5% | -$61.42万 | 减仓 |
| IBTH | ISHARES TR | $3,907.17万 | 0.14% | 1,741,940 | -2,571 | -0.1% | -$5.77万 | 减仓 |
| UNP | UNION PAC CORP | $3,828.49万 | 0.14% | 157,798 | 26,422 | 20.1% | $641.05万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $3,819.77万 | 0.14% | 1,167,410 | 1,167,410 | — | $3,819.77万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3,755.88万 | 0.14% | 81,087 | 15,151 | 23.0% | $701.78万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3,737.17万 | 0.14% | 857,345 | 79,396 | 10.2% | $346.09万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,724.30万 | 0.13% | 397,640 | 97,148 | 32.3% | $909.89万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,699.92万 | 0.13% | 447,121 | 19,025 | 4.4% | $157.43万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,676.44万 | 0.13% | 932,398 | -71,881 | -7.2% | -$283.43万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,660.35万 | 0.13% | 761,779 | -34,841 | -4.4% | -$167.41万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3,659.35万 | 0.13% | 198,576 | 1,686 | 0.9% | $31.07万 | 加仓 |
| SAP | SAP SE | $3,655.02万 | 0.13% | 213,482 | 20,024 | 10.4% | $342.83万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,654.35万 | 0.13% | 142,000 | -3,233 | -2.2% | -$83.20万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,621.82万 | 0.13% | 330,187 | -24,132 | -6.8% | -$264.70万 | 减仓 |
| PEP | PEPSICO INC | $3,570.96万 | 0.13% | 229,954 | -25,318 | -9.9% | -$393.16万 | 减仓 |
| IEF | ISHARES TR | $3,522.48万 | 0.13% | 369,077 | -8,955 | -2.4% | -$85.47万 | 减仓 |
| HEGD | LISTED FDS TR | $3,478.08万 | 0.13% | 1,408,127 | -171,067 | -10.8% | -$422.54万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3,449.27万 | 0.12% | 333,683 | 22,918 | 7.4% | $236.90万 | 加仓 |
| SHLD | GLOBAL X FDS | $3,414.56万 | 0.12% | 482,011 | 106,227 | 28.3% | $752.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,393.11万 | 0.12% | 158,809 | -605 | -0.4% | -$12.93万 | 减仓 |
| AMGN | AMGEN INC | $3,375.63万 | 0.12% | 95,939 | -2,821 | -2.9% | -$99.26万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,344.24万 | 0.12% | 153,935 | 6,299 | 4.3% | $136.85万 | 加仓 |
| COWZ | PACER FDS TR | $3,339.51万 | 0.12% | 533,809 | 26,521 | 5.2% | $165.92万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,331.15万 | 0.12% | 424,838 | -11,421 | -2.6% | -$89.55万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $3,324.71万 | 0.12% | 936,009 | 193,690 | 26.1% | $687.99万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,323.38万 | 0.12% | 549,888 | -379,808 | -40.9% | -$2,295.46万 | 减仓 |
| IYW | ISHARES TR | $3,315.89万 | 0.12% | 182,775 | -256 | -0.1% | -$4.64万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $3,235.64万 | 0.12% | 365,775 | 8,067 | 2.3% | $71.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,216.20万 | 0.12% | 106,328 | -10,819 | -9.2% | -$327.25万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $3,166.85万 | 0.11% | 675,090 | 17,081 | 2.6% | $80.13万 | 加仓 |
| SGOV | ISHARES TR | $3,155.17万 | 0.11% | 313,448 | 191,141 | 156.3% | $1,924.02万 | 加仓 |
| CB | CHUBB LTD SWITZ | $3,149.59万 | 0.11% | 96,634 | -6,829 | -6.6% | -$222.58万 | 减仓 |
| SLV | ISHARES SILVER TR | $3,143.11万 | 0.11% | 461,272 | -100,715 | -17.9% | -$686.27万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $3,134.59万 | 0.11% | 684,259 | 684,259 | — | $3,134.59万 | 新建仓 |
| IJH | ISHARES TR | $3,102.77万 | 0.11% | 459,466 | 562 | 0.1% | $3.80万 | 加仓 |
| BILS | SPDR SERIES TRUST | $3,100.12万 | 0.11% | 311,758 | 219,333 | 237.3% | $2,181.04万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $3,097.42万 | 0.11% | 778,052 | 39,477 | 5.3% | $157.16万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3,086.81万 | 0.11% | 1,175,481 | 73,215 | 6.6% | $192.26万 | 加仓 |
| ITOT | ISHARES TR | $3,086.75万 | 0.11% | 216,720 | 20,294 | 10.3% | $289.05万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $3,082.00万 | 0.11% | 293,441 | 88,832 | 43.4% | $933.00万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,079.88万 | 0.11% | 101,898 | -7,796 | -7.1% | -$235.64万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,074.70万 | 0.11% | 553,800 | 42,440 | 8.3% | $235.63万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,070.01万 | 0.11% | 63,311 | 51,926 | 456.1% | $2,517.94万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,052.12万 | 0.11% | 419,362 | 179,654 | 74.9% | $1,307.52万 | 加仓 |
| OEF | ISHARES TR | $3,001.18万 | 0.11% | 94,356 | -387,859 | -80.4% | -$1.23亿 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,991.26万 | 0.11% | 119,374 | -40,574 | -25.4% | -$1,016.70万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,979.87万 | 0.11% | 215,433 | 108,271 | 101.0% | $1,497.60万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,976.16万 | 0.11% | 223,940 | -22,260 | -9.0% | -$295.84万 | 减仓 |
| STIP | ISHARES TR | $2,954.70万 | 0.11% | 285,672 | 107,903 | 60.7% | $1,116.04万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,952.01万 | 0.11% | 521,742 | -45,343 | -8.0% | -$256.55万 | 减仓 |
| AMLP | ALPS ETF TR | $2,934.78万 | 0.11% | 557,518 | 153,401 | 38.0% | $807.50万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $2,932.39万 | 0.11% | 830,234 | 6,503 | 0.8% | $22.97万 | 加仓 |