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
PTF INVESCO EXCHANGE TRADED FD T $55.54万0.00%6,434 3,01988.4% $26.06万 加仓
JBHT HUNT J B TRANS SVCS INC $55.38万0.00%2,614 -2,545-49.3% -$53.92万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $55.22万0.00%5,883 1,14124.1% $10.71万 加仓
JBBB JANUS DETROIT STR TR $55.21万0.00%11,847 -4,319-26.7% -$20.13万 减仓
INOD INNODATA INC $55.20万0.00%14,292 1,0237.7% $3.95万 加仓
DON WISDOMTREE TR $55.16万0.00%10,499 991.0% $5,201 加仓
CRL CHARLES RIV LABS INTL INC $55.12万0.00%3,195 2,9331,119.5% $50.60万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $55.10万0.00%13,614 00.0% — 不变
— BANK AMERICA CORP $55.08万0.00%462 -113-19.7% -$13.47万 减仓
GFF GRIFFON CORP $55.06万0.00%7,576 1642.2% $1.19万 加仓
HUM HUMANA INC $55.04万0.00%3,174 1,45885.0% $25.28万 加仓
DJAN FIRST TR EXCHNG TRADED FD VI $54.97万0.00%12,925 5,12565.7% $21.80万 加仓
KEP KOREA ELEC PWR CORP $54.90万0.00%38,524 8,72329.3% $12.43万 加仓
PML PIMCO MUN INCOME FD II $54.89万0.00%72,509 5,8108.7% $4.40万 加仓
— AVANOS MED INC $54.64万0.00%39,004 -9,994-20.4% -$14.00万 减仓
CFR CULLEN FROST BANKERS INC $54.61万0.00%3,983 551.4% $7,540 加仓
FXD FIRST TRUST $54.53万0.00%8,518 -434-4.8% -$2.78万 减仓
CROX CROCS INC $54.49万0.00%6,564 -2,453-27.2% -$20.36万 减仓
MHO M/I HOMES INC $54.43万0.00%4,445 79221.7% $9.70万 加仓
— WESTERN ASSET GBL HIGH INC F $54.42万0.00%92,243 -5,100-5.2% -$3.01万 减仓
LII LENNOX INTL INC $54.42万0.00%1,172 -296-20.2% -$13.75万 减仓
QDF FLEXSHARES TR $54.10万0.00%6,840 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $54.03万0.00%9,874 00.0% — 不变
CHYM CHIME FINL INC $53.90万0.00%28,780 10,99761.8% $20.60万 加仓
ILMN ILLUMINA INC $53.78万0.00%4,363 -992-18.5% -$12.23万 减仓
AIA ISHARES TR $53.73万0.00%5,062 -440-8.0% -$4.67万 减仓
QLYS QUALYS INC $53.68万0.00%6,110 69612.9% $6.11万 加仓
— BARINGS PARTN INVS $53.65万0.00%31,303 10,16148.1% $17.42万 加仓
BURL BURLINGTON STORES INC $53.62万0.00%1,648 64163.7% $20.86万 加仓
— NUSHARES ETF TR $53.60万0.00%25,306 25,306— $53.60万 新建仓
ETW EATON VANCE TAX-MANAGED GLOB $53.58万0.00%61,023 -8,999-12.9% -$7.90万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $53.57万0.00%7,828 -213-2.6% -$1.46万 减仓
UFEB INNOVATOR ETFS TRUST $53.56万0.00%14,756 -200-1.3% -$7,260 减仓
G GENPACT LIMITED $53.52万0.00%14,369 1,62212.7% $6.04万 加仓
— FRANKLIN LTD DURATION INCOME $53.50万0.00%91,759 -4,970-5.1% -$2.90万 减仓
EUSA ISHARES INC $53.46万0.00%5,253 40.1% $407 加仓
FSSL FS SPECIALTY LENDING FD $53.35万0.00%42,643 -1,470-3.3% -$1.84万 减仓
— KKR INCOME OPPORTUNITIES FD $53.32万0.00%48,470 -1,044-2.1% -$1.15万 减仓
CRS CARPENTER TECHNOLOGY CORP $53.29万0.00%1,352 30228.8% $11.90万 加仓
DT DYNATRACE INC $53.18万0.00%14,381 4,33443.1% $16.03万 加仓
RECS COLUMBIA ETF TR I $53.14万0.00%13,633 -6-0.0% -$234 减仓
TXRH TEXAS ROADHOUSE INC $53.06万0.00%3,213 511.6% $8,422 加仓
PUK PRUDENTIAL PLC $53.02万0.00%18,651 -148-0.8% -$4,208 减仓
BRX BRIXMOR PPTY GROUP INC $52.99万0.00%18,398 9,741112.5% $28.05万 加仓
NNN NNN REIT INC $52.98万0.00%12,606 -308-2.4% -$1.29万 减仓
EUFN ISHARES MSCI $52.96万0.00%15,196 2,31618.0% $8.07万 加仓
NOG NORTHERN OIL & GAS INC $52.95万0.00%18,114 17,0621,621.9% $49.87万 加仓
ZETA ZETA GLOBAL HOLDINGS CORP $52.88万0.00%33,216 10,34845.3% $16.47万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $52.82万0.00%25,589 25,589— $52.82万 新建仓
— EA SERIES TRUST $52.74万0.00%21,969 21,969— $52.74万 新建仓
SCHI SCHWAB 5-10 $52.69万0.00%23,233 -6,478-21.8% -$14.69万 减仓
ATNI ATN INTL INC $52.62万0.00%19,331 -2,713-12.3% -$7.38万 减仓
CAOS EA SERIES TRUST $52.60万0.00%5,796 5,796— $52.60万 新建仓
GVAL CAMBRIA GLOBAL $52.48万0.00%15,821 15,821— $52.48万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $52.44万0.00%34,843 -3,009-7.9% -$4.53万 减仓
BLW BLACKROCK LTD DURATION INCOM $52.41万0.00%41,629 -5,126-11.0% -$6.45万 减仓
OUT OUTFRONT MEDIA $52.38万0.00%19,766 3,78923.7% $10.04万 加仓
DOCU DOCUSIGN INC $52.27万0.00%11,024 3283.1% $1.56万 加仓
UUP INVESCO DB US DLR INDEX TR $52.19万0.00%18,787 18,787— $52.19万 新建仓
RBA RB GLOBAL INC $52.06万0.00%5,431 49410.0% $4.74万 加仓
SMMD ISHARES TR $52.04万0.00%6,816 4006.2% $3.05万 加仓
KAPR INNOVATOR ETFS TRUST $51.94万0.00%14,327 00.0% — 不变
VKTX VIKING THERAPEUTICS INC $51.92万0.00%15,956 -791-4.7% -$2.57万 减仓
PFFV GLOBAL X $51.87万0.00%23,762 3,01614.5% $6.58万 加仓
KTB KONTOOR BRANDS INC $51.75万0.00%7,363 5,854387.9% $41.15万 加仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $51.58万0.00%9,765 2182.3% $1.15万 加仓
ACHR ARCHER AVIATION INC $51.54万0.00%99,683 -99,508-50.0% -$51.45万 减仓
TRMD TORM PLC $51.43万0.00%18,435 -25-0.1% -$698 减仓
— PIMCO INCOME STRATEGY FD II $51.41万0.00%74,609 -2,468-3.2% -$1.70万 减仓
SYM SYMBOTIC INC $51.35万0.00%9,653 -58-0.6% -$3,086 减仓
NU NU HLDGS LTD $51.19万0.00%35,625 -23,694-39.9% -$34.05万 减仓
GRNJ TIDAL TRUST III $51.17万0.00%20,459 20,459— $51.17万 新建仓
— INNOVATOR ETFS TRUST $51.14万0.00%19,900 00.0% — 不变
DLTR DOLLAR TREE INC $51.03万0.00%4,660 2,336100.5% $25.58万 加仓
CHWY CHEWY INC $50.91万0.00%18,855 11,913171.6% $32.17万 加仓
DPZ DOMINOS PIZZA INC $50.80万0.00%1,416 -415-22.7% -$14.89万 减仓
UMC UNITED MICROELECTRONICS CORP $50.79万0.00%56,558 55,8958,430.6% $50.19万 加仓
BTT BLACKROCK MUN TARGET TERM TR $50.73万0.00%22,349 350.2% $794 加仓
IGE ISHARES TR $50.63万0.00%8,045 3,22266.8% $20.28万 加仓
— INVESCO BLOOMBERG $50.56万0.00%5,869 -755-11.4% -$6.50万 减仓
GLNG GOLAR LNG LTD $50.46万0.00%9,325 9,27518,550.0% $50.19万 加仓
BKFI BNY MELLON ETF TRUST II $50.43万0.00%21,007 21,007— $50.43万 新建仓
FOCT FIRST TR EXCHNG TRADED FD VI $50.43万0.00%10,577 -78-0.7% -$3,719 减仓
GNRC GENERAC HLDGS INC $50.43万0.00%2,582 -36-1.4% -$7,031 减仓
TDC TERADATA CORP DEL $50.39万0.00%19,662 2211.1% $5,664 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $50.36万0.00%26,928 16,878167.9% $31.56万 加仓
VIV TELEFONICA BRASIL SA $50.13万0.00%31,511 31,43943,665.3% $50.02万 加仓
— ENERGOUS CORP $50.12万0.00%31,946 31,5808,628.4% $49.55万 加仓
INFL LISTED FDS TR $50.06万0.00%9,617 -1,015-9.5% -$5.28万 减仓
ESAB ESAB CORPORATION $50.01万0.00%5,174 -189-3.5% -$1.83万 减仓
WDI WESTERN ASSET DIVERSIFIED IN $49.94万0.00%37,160 1,6554.7% $2.22万 加仓
PKB INVESCO EXCHANGE TRADED FD T $49.89万0.00%5,113 -391-7.1% -$3.82万 减仓
BCRX BIOCRYST PHARMACEUTICALS INC $49.81万0.00%52,326 2,2854.6% $2.18万 加仓
DFSE DIMENSIONAL ETF TRUST $49.81万0.00%11,755 00.0% — 不变
QLTA ISHARES AAA $49.79万0.00%10,462 -8,549-45.0% -$40.68万 减仓
BKDV BNY MELLON ETF TRUST II $49.75万0.00%16,775 16,775— $49.75万 新建仓
POST POST HLDGS INC $49.75万0.00%5,032 -424-7.8% -$4.19万 减仓
TPYP TORTOISE CAPITAL SERIES TRUS $49.64万0.00%11,717 -602-4.9% -$2.55万 减仓
KFY KORN FERRY $49.56万0.00%7,873 -1,675-17.5% -$10.54万 减仓
CBSH COMMERCE BANCSHARES $49.41万0.00%10,044 -1,109-9.9% -$5.46万 减仓