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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $6,320.87万 | 0.19% | 62,498 | 4,672 | 8.1% | $472.51万 | 加仓 |
| EMR | EMERSON ELEC CO | $6,275.00万 | 0.19% | 438,351 | 16,806 | 4.0% | $240.58万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,239.24万 | 0.19% | 1,266,080 | -158,955 | -11.2% | -$783.33万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6,197.46万 | 0.18% | 1,097,283 | 318,923 | 41.0% | $1,801.28万 | 加仓 |
| IBTG | ISHARES TR | $6,176.32万 | 0.18% | 2,698,260 | 769,379 | 39.9% | $1,761.11万 | 加仓 |
| ETR | ENTERGY CORP NEW | $6,112.80万 | 0.18% | 532,196 | 46,344 | 9.5% | $532.31万 | 加仓 |
| ORCL | ORACLE CORP | $6,004.95万 | 0.18% | 409,753 | 28,651 | 7.5% | $419.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,954.49万 | 0.18% | 115,937 | 1,128 | 1.0% | $57.93万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $5,916.89万 | 0.18% | 446,491 | 37,673 | 9.2% | $499.24万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $5,909.86万 | 0.18% | 2,106,903 | 2,106,903 | — | $5,909.86万 | 新建仓 |
| — | QUANTA SVCS INC | $5,901.47万 | 0.18% | 264,881 | 35,245 | 15.3% | $785.25万 | 加仓 |
| MRK | MERCK & CO INC | $5,853.40万 | 0.17% | 455,515 | 41,950 | 10.1% | $539.06万 | 加仓 |
| MS | MORGAN STANLEY | $5,818.90万 | 0.17% | 278,364 | 33,167 | 13.5% | $693.32万 | 加仓 |
| KLAC | KLA CORP | $5,809.48万 | 0.17% | 192,552 | -5,688 | -2.9% | -$171.61万 | 减仓 |
| GE | GE AEROSPACE | $5,794.88万 | 0.17% | 155,056 | 3,644 | 2.4% | $136.19万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,767.00万 | 0.17% | 1,398,059 | 114,911 | 9.0% | $474.01万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,742.43万 | 0.17% | 301,408 | 77,468 | 34.6% | $1,475.92万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,712.94万 | 0.17% | 756,577 | 29,326 | 4.0% | $221.44万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,624.81万 | 0.17% | 440,091 | 109,904 | 33.3% | $1,404.68万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,589.13万 | 0.17% | 442,389 | 49,954 | 12.7% | $631.12万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $5,582.60万 | 0.17% | 1,108,317 | 127,820 | 13.0% | $643.83万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,572.56万 | 0.17% | 198,163 | 1,994 | 1.0% | $56.07万 | 加仓 |
| QUAL | ISHARES TR | $5,458.47万 | 0.16% | 248,757 | -483,925 | -66.0% | -$1.06亿 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,409.11万 | 0.16% | 342,284 | 4,813 | 1.4% | $76.06万 | 加仓 |
| WELL | WELLTOWER INC | $5,405.56万 | 0.16% | 238,162 | 27,345 | 13.0% | $620.65万 | 加仓 |
| QQQ | INVESCO QQQ | $5,378.03万 | 0.16% | 73,032 | 56 | 0.1% | $4.12万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $5,322.57万 | 0.16% | 1,196,622 | 61,215 | 5.4% | $272.28万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $5,307.81万 | 0.16% | 2,712,219 | 136,361 | 5.3% | $266.86万 | 加仓 |
| — | CENCORA INC | $5,268.24万 | 0.16% | 1,026,418 | -19,563 | -1.9% | -$100.41万 | 减仓 |
| IWB | ISHARES TR | $5,244.99万 | 0.16% | 128,083 | 2,685 | 2.1% | $109.95万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $5,166.38万 | 0.15% | 1,197,586 | 265,188 | 28.4% | $1,144.02万 | 加仓 |
| DGRW | WISDOMTREE TR | $5,098.51万 | 0.15% | 533,206 | -28,033 | -5.0% | -$268.05万 | 减仓 |
| NI | NISOURCE INC | $5,088.61万 | 0.15% | 1,070,157 | 140,144 | 15.1% | $666.39万 | 加仓 |
| IWY | ISHARES TR | $5,012.72万 | 0.15% | 172,484 | -7,706 | -4.3% | -$223.95万 | 减仓 |
| GSK | GSK PLC | $4,998.64万 | 0.15% | 953,574 | 852,437 | 842.9% | $4,468.48万 | 加仓 |
| MMM | 3M CO | $4,925.55万 | 0.15% | 304,215 | 8,332 | 2.8% | $134.90万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,889.32万 | 0.15% | 966,651 | 71,025 | 7.9% | $359.24万 | 加仓 |
| KO | COCA COLA CO | $4,889.24万 | 0.15% | 601,604 | 61,210 | 11.3% | $497.45万 | 加仓 |
| T | AT&T INC | $4,886.06万 | 0.15% | 2,360,407 | 215,266 | 10.0% | $445.60万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $4,877.16万 | 0.15% | 424,544 | 26,904 | 6.8% | $309.07万 | 加仓 |
| UNP | UNION PAC CORP | $4,816.48万 | 0.14% | 177,077 | 19,279 | 12.2% | $524.39万 | 加仓 |
| STIP | ISHARES TR | $4,808.52万 | 0.14% | 470,685 | 185,013 | 64.8% | $1,890.09万 | 加仓 |
| LIN | LINDE PLC | $4,794.91万 | 0.14% | 92,399 | 4,981 | 5.7% | $258.48万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $4,683.29万 | 0.14% | 1,073,904 | 216,559 | 25.3% | $944.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,675.62万 | 0.14% | 318,850 | -54,725 | -14.6% | -$802.49万 | 减仓 |
| VGT | VANGUARD WORLD FD | $4,630.13万 | 0.14% | 387,394 | 72,362 | 23.0% | $864.87万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $4,621.16万 | 0.14% | 748,245 | 655,908 | 710.3% | $4,050.89万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $4,608.92万 | 0.14% | 1,450,258 | 282,848 | 24.2% | $898.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $4,589.51万 | 0.14% | 555,363 | -588,292 | -51.4% | -$4,861.63万 | 减仓 |
| SMH | VANECK ETF TRUST | $4,588.90万 | 0.14% | 69,964 | 2,080 | 3.1% | $136.43万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,570.46万 | 0.14% | 384,104 | -35,853 | -8.5% | -$426.62万 | 减仓 |
| IBTH | ISHARES TR | $4,563.37万 | 0.14% | 2,039,948 | 298,008 | 17.1% | $666.64万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,553.33万 | 0.14% | 879,360 | 204,270 | 30.3% | $1,057.71万 | 加仓 |
| IYW | ISHARES TR | $4,545.90万 | 0.14% | 180,228 | -2,547 | -1.4% | -$64.24万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $4,515.65万 | 0.13% | 147,426 | 5,426 | 3.8% | $166.20万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,456.28万 | 0.13% | 85,305 | 4,218 | 5.2% | $220.35万 | 加仓 |
| NFLX | NETFLIX INC. | $4,439.16万 | 0.13% | 621,731 | 63,008 | 11.3% | $449.88万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,406.91万 | 0.13% | 533,201 | 86,080 | 19.3% | $711.45万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $4,376.38万 | 0.13% | 2,268,729 | 77,992 | 3.6% | $150.45万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $4,306.57万 | 0.13% | 522,643 | 515,743 | 7,474.5% | $4,249.72万 | 加仓 |
| HON | HONEYWELL INTL INC | $4,297.66万 | 0.13% | 191,945 | -186,509 | -49.3% | -$4,175.95万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $4,297.52万 | 0.13% | 128,353 | 8,979 | 7.5% | $300.64万 | 加仓 |
| MCD | MCDONALDS CORP | $4,296.22万 | 0.13% | 158,937 | -103,620 | -39.5% | -$2,800.95万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $4,256.20万 | 0.13% | 1,667,791 | -29,399 | -1.7% | -$75.03万 | 减仓 |
| USFR | WISDOMTREE TR | $4,223.75万 | 0.13% | 838,877 | -83,476 | -9.1% | -$420.30万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $4,209.03万 | 0.13% | 804,170 | -236,343 | -22.7% | -$1,237.02万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,207.41万 | 0.13% | 190,322 | 190,322 | — | $4,207.41万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $4,193.73万 | 0.12% | 552,680 | 2,792 | 0.5% | $21.19万 | 加仓 |
| EMBD | GLOBAL X FDS | $4,116.80万 | 0.12% | 1,718,911 | -35,306 | -2.0% | -$84.56万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4,116.27万 | 0.12% | 364,659 | 30,976 | 9.3% | $349.66万 | 加仓 |
| HAS | HASBRO INC | $4,080.41万 | 0.12% | 494,060 | 425,562 | 621.3% | $3,514.69万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,072.14万 | 0.12% | 840,831 | 79,052 | 10.4% | $382.85万 | 加仓 |
| SHLD | GLOBAL X FDS | $4,033.17万 | 0.12% | 675,460 | 193,449 | 40.1% | $1,155.08万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3,999.60万 | 0.12% | 1,527,732 | 352,251 | 30.0% | $922.19万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,932.24万 | 0.12% | 94,610 | 11,591 | 14.0% | $481.75万 | 加仓 |
| ITOT | ISHARES TR | $3,912.04万 | 0.12% | 238,148 | 21,428 | 9.9% | $352.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,894.10万 | 0.12% | 443,671 | 2,089 | 0.5% | $18.34万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,889.90万 | 0.12% | 632,916 | 79,116 | 14.3% | $486.25万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,844.52万 | 0.11% | 158,217 | 4,282 | 2.8% | $104.05万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,801.86万 | 0.11% | 112,398 | 6,070 | 5.7% | $205.32万 | 加仓 |
| C | CITIGROUP INC | $3,797.90万 | 0.11% | 271,355 | 22,351 | 9.0% | $312.83万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,785.96万 | 0.11% | 191,598 | -6,978 | -3.5% | -$137.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,766.55万 | 0.11% | 889,596 | 96,688 | 12.2% | $409.38万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $3,743.97万 | 0.11% | 876,397 | 98,345 | 12.6% | $420.13万 | 加仓 |
| HEGD | LISTED FDS TR | $3,727.06万 | 0.11% | 1,397,996 | -10,131 | -0.7% | -$27.01万 | 减仓 |
| IJH | ISHARES TR | $3,694.11万 | 0.11% | 479,069 | 19,603 | 4.3% | $151.16万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,689.55万 | 0.11% | 473,565 | 48,727 | 11.5% | $379.63万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,663.85万 | 0.11% | 100,187 | -1,711 | -1.7% | -$62.57万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $3,629.09万 | 0.11% | 683,316 | 191,125 | 38.8% | $1,015.06万 | 加仓 |
| IEF | ISHARES TR | $3,619.47万 | 0.11% | 382,730 | 13,653 | 3.7% | $129.12万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,591.35万 | 0.11% | 420,091 | 194,151 | 85.9% | $1,659.80万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $3,547.19万 | 0.11% | 300,483 | 7,042 | 2.4% | $83.13万 | 加仓 |
| FEOE | RBB FUND TRUST | $3,475.98万 | 0.10% | 650,933 | 175,319 | 36.9% | $936.20万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $3,475.27万 | 0.10% | 884,967 | 54,733 | 6.6% | $214.94万 | 加仓 |
| IAGG | ISHARES TR | $3,470.03万 | 0.10% | 685,777 | -335,748 | -32.9% | -$1,698.88万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,439.49万 | 0.10% | 565,797 | 44,055 | 8.4% | $267.81万 | 加仓 |
| NDAQ | NASDAQ INC | $3,436.70万 | 0.10% | 436,020 | 383,543 | 730.9% | $3,023.08万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $3,419.54万 | 0.10% | 366,196 | 421 | 0.1% | $3.93万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $3,419.12万 | 0.10% | 957,335 | 21,326 | 2.3% | $76.17万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3,397.98万 | 0.10% | 255,007 | 46,111 | 22.1% | $614.43万 | 加仓 |