13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.0%
IVV 2.6%
SPY 2.2%
NVDA 2.1%
MSFT 1.8%
AMZN 1.5%
JPM 1.4%
VOO 1.4%
GOOGL 1.4%
SPYM 1.2%

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
DJUL FIRST TR EXCHNG TRADED FD VI $61.88万0.00%12,341 -235-1.9% -$1.18万 减仓
— FIRST TR EXCHANGE TRADED FD $61.84万0.00%18,500 16,410785.2% $54.86万 加仓
— INVESCO MUNI INCOME OPP TRST $61.76万0.00%99,451 45,73985.2% $28.40万 加仓
UDEC INNOVATOR ETFS TRUST $61.73万0.00%14,810 -177-1.2% -$7,377 减仓
— STRATEGY SHS $61.72万0.00%24,539 -579-2.3% -$1.46万 减仓
RIVN RIVIAN AUTOMOTIVE INC $61.68万0.00%35,553 7102.0% $1.23万 加仓
— AVITA MEDICAL INC $61.51万0.00%148,931 62,04671.4% $25.62万 加仓
— BLUE RIDGE BANKSHARES INC VA $61.51万0.00%174,238 24,38416.3% $8.61万 加仓
QDF FLEXSHARES TR $61.51万0.00%6,840 00.0% — 不变
NAPR INNOVATOR ETFS TRUST $61.29万0.00%10,353 00.0% — 不变
BCO BRINKS CO $61.27万0.00%6,484 -3,936-37.8% -$37.19万 减仓
HYTR NORTHERN LTS FD TR III $61.20万0.00%28,650 28,650— $61.20万 新建仓
— INNOVATOR ETFS TRUST $61.07万0.00%20,376 00.0% — 不变
TPG TPG INC $60.95万0.00%15,031 9,830189.0% $39.86万 加仓
DJAN FIRST TR EXCHNG TRADED FD VI $60.93万0.00%13,385 4603.6% $2.09万 加仓
TDVI FIRST TR EXCHANGE-TRADED FD $60.69万0.00%19,108 9,855106.5% $31.30万 加仓
SELV SEI EXCHANGE TRADED FUNDS $60.66万0.00%18,563 2271.2% $7,418 加仓
CLOA BLACKROCK ETF TRUST II $60.60万0.00%11,674 -2,977-20.3% -$15.45万 减仓
COLL COLLEGIUM PHARMACEUTICAL INC $60.59万0.00%16,739 -10,290-38.1% -$37.25万 减仓
— ADURO CLEAN TECHNOLOGIES INC $60.41万0.00%38,332 5,91618.3% $9.32万 加仓
— GUGGENHEIM TAXABLE MUNICP BO $60.34万0.00%41,727 12,99345.2% $18.79万 加仓
— BANK OF AMER CORP $60.26万0.00%480 183.9% $2.26万 加仓
UFEB INNOVATOR ETFS TRUST $60.12万0.00%15,556 8005.4% $3.09万 加仓
PEGA PEGASYSTEMS INC $60.04万0.00%20,032 8874.6% $2.66万 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $59.92万0.00%18,731 18,3134,381.1% $58.58万 加仓
IGE ISHARES TR $59.88万0.00%10,658 2,61332.5% $14.68万 加仓
FIVE FIVE BELOW INC $59.77万0.00%3,325 36112.2% $6.49万 加仓
OSK OSHKOSH CORP $59.57万0.00%3,882 1,84990.9% $28.38万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $59.47万0.00%14,271 6574.8% $2.74万 加仓
— AMES NATL CORP $59.32万0.00%20,034 60.0% $178 加仓
CEFS EXCHANGE LISTED FDS TR $59.31万0.00%23,131 -20,019-46.4% -$51.33万 减仓
CDX SIMPLIFY HIGH $59.30万0.00%28,075 -198,014-87.6% -$418.21万 减仓
ETW EATON VANCE TAX-MANAGED GLOB $59.01万0.00%61,212 1890.3% $1,822 加仓
LYV LIVE NATION ENTERTAINMENT IN $58.81万0.00%3,212 44316.0% $8.11万 加仓
FJUL FIRST TR EXCHNG TRADED FD VI $58.79万0.00%9,874 00.0% — 不变
— DHI GROUP INC $58.76万0.00%158,375 153,2392,983.6% $56.85万 重新持有
EPI WISDOMTREE TR $58.66万0.00%13,711 -4,312-23.9% -$18.45万 减仓
FXD FIRST TRUST $58.63万0.00%8,476 -42-0.5% -$2,905 减仓
E ENI SPA $58.50万0.00%12,485 12,43323,909.6% $58.26万 加仓
IDEQ LAZARD ACTIVE ETF TR $58.50万0.00%16,681 10,831185.1% $37.98万 加仓
JJSF J & J SNACK FOODS CORP $58.48万0.00%7,961 2,17437.6% $15.97万 加仓
CLH CLEAN HARBORS INC $58.44万0.00%1,956 -39-2.0% -$1.17万 减仓
HYT BLACKROCK CORPOR HI YLD FD I $58.43万0.00%68,262 -1,420-2.0% -$1.22万 减仓
PFFV GLOBAL X $58.19万0.00%26,413 2,65111.2% $5.84万 加仓
ZION ZIONS BANCORPORATION NATL AS $58.09万0.00%8,396 2703.3% $1.87万 加仓
AA ALCOA CORP $57.94万0.00%11,113 2,32526.5% $12.12万 加仓
— AIM ETF PRODUCTS TRUST $57.90万0.00%16,962 16,962— $57.90万 新建仓
L LOEWS CORP $57.65万0.00%5,092 92422.2% $10.46万 加仓
— EATON VANCE FLOATING RATE IN $57.55万0.00%53,282 -7,167-11.9% -$7.74万 减仓
— FIRST TR EXCHANGE-TRADED FD $57.49万0.00%29,300 6002.1% $1.18万 加仓
FWONK LIBERTY MEDIA CORP DEL $57.44万0.00%6,037 1,13223.1% $10.77万 加仓
CUBE CUBESMART $57.42万0.00%14,439 14,0173,321.6% $55.74万 加仓
ONB OLD NATL BANCORP IND $57.31万0.00%22,127 2131.0% $5,517 加仓
SNEX STONEX GROUP $57.29万0.00%4,834 -5,980-55.3% -$70.87万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $57.21万0.00%2,173 25413.2% $6.69万 加仓
FTLS FIRST TRUST $56.82万0.00%7,699 -2,038-20.9% -$15.04万 减仓
HUT HUT 8 CORP $56.70万0.00%4,911 -1,248-20.3% -$14.41万 减仓
ESLT ELBIT SYS LTD $56.39万0.00%743 -20-2.6% -$1.52万 减仓
FN FABRINET $56.38万0.00%1,003 30844.3% $17.31万 加仓
HYZD WISDOMTREE TR $56.36万0.00%25,042 -6,993-21.8% -$15.74万 减仓
DIOD DIODES INC $56.34万0.00%5,148 5,148— $56.34万 新建仓
UFPI UFP INDUSTRIES INC $56.30万0.00%6,204 1,22024.5% $11.07万 加仓
LCTD BLACKROCK ETF TRUST $56.30万0.00%9,764 2,31631.1% $13.35万 加仓
FOXA FOX CORP $56.19万0.00%10,773 5,05688.4% $26.37万 加仓
ARKW ARK ETF TR $56.08万0.00%3,872 2466.8% $3.56万 加仓
NOVT NOVANTA INC $56.05万0.00%3,455 46515.6% $7.54万 加仓
HGER HARBOR ETF TRUST $55.96万0.00%19,072 18,5723,714.4% $54.49万 加仓
QS QUANTUMSCAPE CORP $55.87万0.00%73,905 9,99515.6% $7.56万 加仓
— STARBOARD INVT TR $55.85万0.00%25,340 -318-1.2% -$7,009 减仓
ATNI ATN INTL INC $55.82万0.00%21,071 1,7409.0% $4.61万 加仓
— RBB F/M $55.79万0.00%11,183 8,356295.6% $41.69万 加仓
— PIMCO INCOME STRATEGY FD $55.75万0.00%70,753 -8,897-11.2% -$7.01万 减仓
RVTY REVVITY INC $55.70万0.00%5,007 4,97415,072.7% $55.34万 加仓
UNM UNUM GROUP $55.69万0.00%6,230 58510.4% $5.23万 加仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $55.63万0.00%19,819 7,44260.1% $20.89万 加仓
TGTX TG THERAPEUTICS INC $55.51万0.00%10,103 1,34315.3% $7.38万 加仓
DWX STATE STREET $55.43万0.00%12,060 -4,291-26.2% -$19.72万 减仓
— GRAYSCALE ETHEREUM STAKING E $55.36万0.00%43,388 5,50914.5% $7.03万 加仓
KEP KOREA ELEC PWR CORP $55.27万0.00%45,674 7,15018.6% $8.65万 加仓
VMI VALMONT INDS INC $55.23万0.00%956 13416.3% $7.74万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $55.06万0.00%2,285 31015.7% $7.47万 加仓
— ARCOSA INC $54.94万0.00%3,781 -549-12.7% -$7.98万 减仓
NU NU HLDGS LTD $54.82万0.00%41,035 5,41015.2% $7.23万 加仓
DMBS DOUBLELINE ETF TRUST $54.53万0.00%11,108 -945-7.8% -$4.64万 减仓
AAXJ ISHARES TR $54.45万0.00%4,563 59615.0% $7.11万 加仓
IYR ISHARES TR $54.10万0.00%5,291 2,08465.0% $21.31万 加仓
LRN STRIDE INC $54.01万0.00%6,263 -541-8.0% -$4.67万 减仓
AUR AURORA INNOVATION INC $53.84万0.00%78,947 2,1152.8% $1.44万 加仓
— FIDELITY COVINGTON TRUST $53.83万0.00%12,598 1,0769.3% $4.60万 加仓
BITO PROSHARES TR $53.83万0.00%67,454 -9,877-12.8% -$7.88万 减仓
WRBY WARBY PARKER INC $53.73万0.00%17,709 17,4928,060.8% $53.07万 加仓
JGLO J P MORGAN EXCHANGE TRADED F $53.69万0.00%7,539 -5,144-40.6% -$36.64万 减仓
SWKS SKYWORKS SOLUTIONS INC $53.66万0.00%7,914 1451.9% $9,831 加仓
IGPT INVESCO EXCHANGE TRADED FD T $53.63万0.00%5,152 4,662951.4% $48.53万 加仓
— GOLDMAN SACHS ETF TR $53.39万0.00%8,417 -2,534-23.1% -$16.07万 减仓
RBRK RUBRIK INC. $53.38万0.00%6,649 6,4743,699.4% $51.97万 加仓
— KKR INCOME OPPORTUNITIES FD $53.34万0.00%47,370 -1,100-2.3% -$1.24万 减仓
— STRATEGY NASDAQ $53.28万0.00%23,325 -3,140-11.9% -$7.17万 减仓
DFSE DIMENSIONAL ETF TRUST $53.12万0.00%10,868 -887-7.5% -$4.34万 减仓
BCRX BIOCRYST PHARMACEUTICALS INC $53.10万0.00%53,099 7731.5% $7,730 加仓