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
ZROZ PIMCO ETF TR $49.38万0.00%7,715 7,5875,927.3% $48.56万 加仓
— WESTERN ASSET MTG DEFINED OP $49.37万0.00%45,921 -1,200-2.5% -$1.29万 减仓
EW EDWARDS LIFESCIENCES $49.34万0.00%6,161 -20,977-77.3% -$167.98万 减仓
USRT ISHARES TR $49.27万0.00%8,324 3,84785.9% $22.77万 加仓
RDDT REDDIT INC $49.24万0.00%3,657 -440-10.7% -$5.92万 减仓
— TIDAL TRUST III $49.20万0.00%27,304 5201.9% $9,371 加仓
HYD VANECK ETF TRUST $49.20万0.00%9,812 -122-1.2% -$6,117 减仓
UUUU ENERGY FUELS INC $49.19万0.00%26,955 -1,943-6.7% -$3.55万 减仓
UIVM VICTORYSHARES INTL $49.07万0.00%7,186 -309-4.1% -$2.11万 减仓
GNW GENWORTH FINL INC $48.95万0.00%60,286 -10,382-14.7% -$8.43万 减仓
— NUVEEN MULTI ASSET INCOME FU $48.91万0.00%39,447 10,05234.2% $12.46万 加仓
JD JD.COM INC $48.89万0.00%16,533 -90,872-84.6% -$268.71万 减仓
— STARBOARD INVT TR $48.73万0.00%25,658 6462.6% $1.23万 加仓
HMC HONDA MOTOR CO LTD $48.71万0.00%20,038 7724.0% $1.88万 加仓
BUFF INNOVATOR ETFS TRUST $48.58万0.00%9,832 1,59119.3% $7.86万 加仓
VIK VIKING HOLDINGS LTD $48.53万0.00%6,604 2,72370.2% $20.01万 加仓
FCOM FIDELITY MSCI $48.44万0.00%7,111 -1,393-16.4% -$9.49万 减仓
ONB OLD NATL BANCORP IND $48.43万0.00%21,914 20,7981,863.6% $45.96万 加仓
RCI ROGERS COMMUNICATIONS INC $48.28万0.00%12,557 12,557— $48.28万 新建仓
— FIRST TR EXCHANGE-TRADED FD $48.19万0.00%28,700 28,700— $48.19万 新建仓
— PIMCO HIGH INCOME FD $48.15万0.00%104,000 -20,600-16.5% -$9.54万 减仓
HCC WARRIOR MET COAL INC $48.11万0.00%5,165 5,165— $48.11万 新建仓
— RIVERNORTH FLEXIBLE MUN INCO $48.08万0.00%34,271 2,1476.7% $3.01万 加仓
OMF ONEMAIN HLDGS INC $48.06万0.00%8,985 -284-3.1% -$1.52万 减仓
BSVO EA SERIES TRUST $47.87万0.00%18,868 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $47.86万0.00%6,900 -1,258-15.4% -$8.73万 减仓
IOT SAMSARA INC $47.80万0.00%15,084 -28,685-65.5% -$90.90万 减仓
PDD PDD HOLDINGS INC $47.79万0.00%4,677 1342.9% $1.37万 加仓
DGT SPDR SERIES TRUST $47.75万0.00%2,816 2,816— $47.75万 新建仓
— INVESCO EXCH TRADED FD TR II $47.72万0.00%4,011 -103-2.5% -$1.23万 减仓
— EATON VANCE RISK-MANAGED DIV $47.64万0.00%58,312 -2,800-4.6% -$2.29万 减仓
— SERIES PORTFOLIOS TR $47.56万0.00%18,075 18,075— $47.56万 新建仓
— NUVEEN NEW JERSEY $47.52万0.00%38,635 1,0122.7% $1.24万 加仓
— THOMSON REUTERS CORP $47.51万0.00%5,280 4699.7% $4.22万 加仓
ON ON SEMICONDUCTOR CORP $47.49万0.00%7,669 3,29875.5% $20.42万 加仓
— BLACKROCK HEALTH SCIENCES TR $47.47万0.00%12,326 -1,211-8.9% -$4.66万 减仓
DECK DECKERS OUTDOOR CORP $47.46万0.00%4,742 -881-15.7% -$8.82万 减仓
ENVA ENOVA INTL $47.39万0.00%3,489 -76-2.1% -$1.03万 减仓
PBA PEMBINA PIPELINE CORP $47.36万0.00%10,582 -2,087-16.5% -$9.34万 减仓
— WISDOMTREE TR $47.08万0.00%4,653 -1,049-18.4% -$10.61万 减仓
CHW CALAMOS GBL DYN INCOME FUND $47.06万0.00%64,818 9021.4% $6,549 加仓
— ISHARES TR $47.04万0.00%17,914 6743.9% $1.77万 加仓
JGH NUVEEN GLOBAL HIGH INCOME FD $47.01万0.00%38,471 -2,900-7.0% -$3.54万 减仓
FET FORUM ENERGY $46.96万0.00%8,005 00.0% — 不变
CERY SPDR SERIES TRUST $46.93万0.00%13,318 13,318— $46.93万 新建仓
ZION ZIONS BANCORPORATION NATL AS $46.82万0.00%8,126 3584.6% $2.06万 加仓
RRBI RED RIVER $46.33万0.00%5,123 -339-6.2% -$3.07万 减仓
— VIRTUS STONE HBR EMRG MKTS I $46.32万0.00%96,905 -30,691-24.1% -$14.67万 减仓
TSN TYSON FOODS INC $46.23万0.00%7,216 5057.5% $3.24万 加仓
FERG FERGUSON ENTERPRISES INC $46.16万0.00%1,979 -277-12.3% -$6.46万 减仓
CHRD CHORD ENERGY CORPORATION $46.12万0.00%3,244 41414.6% $5.89万 加仓
BJ BJS WHSL CLUB HLDGS INC $45.99万0.00%4,673 -50-1.1% -$4,921 减仓
— STEALTHGAS INC $45.99万0.00%50,094 2,3885.0% $2.19万 加仓
DFSB DIMENSIONAL ETF TRUST $45.98万0.00%8,887 -226-2.5% -$1.17万 减仓
— ARCOSA INC $45.96万0.00%4,330 -58-1.3% -$6,156 减仓
UFPI UFP INDUSTRIES INC $45.92万0.00%4,984 70616.5% $6.50万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $45.91万0.00%10,369 00.0% — 不变
— THERMON GROUP HLDGS INC $45.89万0.00%9,105 5,917185.6% $29.82万 加仓
ULST STATE STREET $45.88万0.00%11,328 3,09937.7% $12.55万 加仓
JJSF J & J SNACK FOODS CORP $45.88万0.00%5,787 2,09156.6% $16.58万 加仓
PRI PRIMERICA INC $45.84万0.00%1,830 -577-24.0% -$14.45万 减仓
ZG ZILLOW GROUP INC $45.82万0.00%11,071 6996.7% $2.89万 加仓
ALGN ALIGN TECHNOLOGY INC $45.75万0.00%2,669 1526.0% $2.61万 加仓
TEN TSAKOS ENERGY NAVIGATION LTD $45.73万0.00%11,589 11,54325,093.5% $45.55万 加仓
CVI CVR ENERGY INC $45.61万0.00%13,554 1601.2% $5,384 加仓
SPYX SPDR SERIES TRUST $45.60万0.00%8,598 -39-0.5% -$2,068 减仓
FEZ SPDR INDEX SHS FDS $45.51万0.00%7,331 -317-4.1% -$1.97万 减仓
LSTR LANDSTAR SYS INC $45.44万0.00%2,834 27810.9% $4.46万 加仓
DBA INVESCO DB MULTI-SECTOR COMM $45.43万0.00%16,630 -1,078-6.1% -$2.95万 减仓
ACM AECOM $45.40万0.00%5,352 5,30010,192.3% $44.95万 加仓
EVSM EATON VANCE $45.34万0.00%9,034 3904.5% $1.96万 加仓
QSR RESTAURANT BRANDS INTL INC $45.27万0.00%6,126 2794.8% $2.06万 加仓
— INVESCO HIGH INCOME TR II $45.24万0.00%44,788 -1,900-4.1% -$1.92万 减仓
— EMBOTELLADORA ANDINA S A $45.17万0.00%17,911 -332-1.8% -$8,373 减仓
PBR PETROLEO BRASILEIRO S A $45.14万0.00%21,753 9,08571.7% $18.85万 加仓
— NUVEEN CORE EQUITY ALPHA FD $45.10万0.00%30,515 8622.9% $1.27万 加仓
— INVESCO EXCHANGE TRADED FD T $45.05万0.00%3,251 00.0% — 不变
HRB BLOCK H & R INC $45.04万0.00%14,191 -39,383-73.5% -$125.00万 减仓
EVR EVERCORE INC $45.04万0.00%1,509 -231-13.3% -$6.89万 减仓
CGCV CAPITAL GROUP $45.00万0.00%15,096 9,175155.0% $27.35万 加仓
— HANCOCK JOHN INVT TR II $45.00万0.00%34,854 00.0% — 不变
DEM WISDOMTREE TR $44.97万0.00%9,051 1,15114.6% $5.72万 加仓
LFUS LITTELFUSE INC $44.90万0.00%1,323 10.1% $339 加仓
— PCM FD INC $44.88万0.00%78,595 -9,550-10.8% -$5.45万 减仓
AEHR AEHR TEST $44.80万0.00%12,082 -722-5.6% -$2.68万 减仓
LEMB ISHARES INC $44.78万0.00%10,976 -160-1.4% -$6,528 减仓
— TRANSACT TECHNOLOGIES INC $44.72万0.00%135,920 47,13853.1% $15.51万 加仓
L LOEWS CORP $44.49万0.00%4,168 952.3% $1.01万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $44.30万0.00%6,523 1392.2% $9,441 加仓
CALI BLACKROCK ETF TRUST II $44.19万0.00%8,762 820.9% $4,135 加仓
ESE ESCO TECHNOLOGIES INC $44.09万0.00%1,567 -1,548-49.7% -$43.56万 减仓
SOLV SOLVENTUM CORP $43.80万0.00%6,707 1442.2% $9,403 加仓
ARKW ARK ETF TR $43.72万0.00%3,626 -3,481-49.0% -$41.97万 减仓
LEU CENTRUS ENERGY CORP $43.55万0.00%2,509 -1,547-38.1% -$26.85万 减仓
— VANECK AA-BB $43.47万0.00%8,697 8,2972,074.2% $41.47万 加仓
MTBA SIMPLIFY MBS $43.42万0.00%8,779 -1,481-14.4% -$7.33万 减仓
— BROADSTONE NET LEASE INC $43.40万0.00%23,752 23,752— $43.40万 新建仓
— KRANESHARES TRUST $43.32万0.00%23,151 2,60612.7% $4.88万 加仓
PFBC PREFERRED BK LOS ANGELES CA $43.29万0.00%4,773 -789-14.2% -$7.16万 减仓
SMMV ISHARES TR $43.24万0.00%9,914 -633-6.0% -$2.76万 减仓