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 |
|---|---|---|---|---|---|---|---|---|
| PML | PIMCO MUN INCOME FD II | $53.09万 | 0.00% | 69,769 | -2,740 | -3.8% | -$2.09万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $53.03万 | 0.00% | 59,517 | -5,301 | -8.2% | -$4.72万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $52.92万 | 0.00% | 6,995 | 2,365 | 51.1% | $17.89万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $52.59万 | 0.00% | 4,131 | -231 | -5.3% | -$2.94万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $52.55万 | 0.00% | 2,806 | 2,806 | — | $52.55万 | 新建仓 |
| — | EA SERIES TRUST | $52.51万 | 0.00% | 21,969 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $52.42万 | 0.00% | 4,044 | -111 | -2.7% | -$1.44万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $52.26万 | 0.00% | 8,431 | 363 | 4.5% | $2.25万 | 加仓 |
| CHYM | CHIME FINL INC | $52.17万 | 0.00% | 25,473 | -3,307 | -11.5% | -$6.77万 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $52.17万 | 0.00% | 36,814 | -2,633 | -6.7% | -$3.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.16万 | 0.00% | 20,088 | 20,088 | — | $52.16万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $52.15万 | 0.00% | 8,557 | -737 | -7.9% | -$4.49万 | 减仓 |
| — | INVESCO BLOOMBERG | $52.14万 | 0.00% | 5,869 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $52.06万 | 0.00% | 3,315 | 2,960 | 833.8% | $46.48万 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $51.99万 | 0.00% | 41,629 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $51.84万 | 0.00% | 13,624 | -14,964 | -52.3% | -$56.94万 | 减仓 |
| ERII | ENERGY RECOVERY INC | $51.83万 | 0.00% | 57,456 | 57,456 | — | $51.83万 | 新建仓 |
| OLP | ONE LIBERTY PPTYS INC | $51.81万 | 0.00% | 21,218 | 19,282 | 996.0% | $47.09万 | 加仓 |
| — | WISDOMTREE TR | $51.81万 | 0.00% | 3,951 | -876 | -18.1% | -$11.49万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $51.80万 | 0.00% | 5,288 | 5 | 0.1% | $490 | 加仓 |
| HDB | HDFC BANK LTD | $51.65万 | 0.00% | 19,997 | -4,256 | -17.5% | -$10.99万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $51.59万 | 0.00% | 43,170 | -6,350 | -12.8% | -$7.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.51万 | 0.00% | 18,150 | -1,750 | -8.8% | -$4.97万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $51.49万 | 0.00% | 9,775 | -57 | -0.6% | -$3,003 | 减仓 |
| SYM | SYMBOTIC INC | $51.48万 | 0.00% | 11,452 | 1,799 | 18.6% | $8.09万 | 加仓 |
| BSVO | EA SERIES TRUST | $51.38万 | 0.00% | 17,601 | -1,267 | -6.7% | -$3.70万 | 减仓 |
| WDAY | WORKDAY INC | $51.35万 | 0.00% | 4,195 | -6,662 | -61.4% | -$81.55万 | 减仓 |
| TECB | ISHARES TR | $51.26万 | 0.00% | 7,144 | 5,454 | 322.7% | $39.14万 | 加仓 |
| MOS | MOSAIC CO | $51.21万 | 0.00% | 24,167 | 12,797 | 112.6% | $27.12万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $51.19万 | 0.00% | 5,937 | 5,508 | 1,283.9% | $47.50万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $51.07万 | 0.00% | 71,627 | -2,982 | -4.0% | -$2.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.98万 | 0.00% | 16,744 | 5,709 | 51.7% | $17.38万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUN INCO | $50.81万 | 0.00% | 34,378 | 107 | 0.3% | $1,581 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $50.69万 | 0.00% | 15,236 | 3,250 | 27.1% | $10.81万 | 加仓 |
| IYM | ISHARES TR | $50.60万 | 0.00% | 2,818 | -1,357 | -32.5% | -$24.37万 | 减仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $50.60万 | 0.00% | 10,101 | 2,474 | 32.4% | $12.39万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $50.58万 | 0.00% | 14,394 | -18,906 | -56.8% | -$66.44万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $50.57万 | 0.00% | 21,950 | 8,550 | 63.8% | $19.70万 | 加仓 |
| HYD | VANECK ETF TRUST | $50.54万 | 0.00% | 9,813 | 1 | 0.0% | $52 | 加仓 |
| FTV | FORTIVE CORP | $50.54万 | 0.00% | 8,273 | -14,686 | -64.0% | -$89.71万 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $50.52万 | 0.00% | 87,259 | -4,500 | -4.9% | -$2.61万 | 减仓 |
| PUK | PRUDENTIAL PLC | $50.40万 | 0.00% | 18,798 | 147 | 0.8% | $3,941 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $50.34万 | 0.00% | 3,615 | 1,533 | 73.6% | $21.35万 | 加仓 |
| SEIC | SEI INVTS CO | $50.26万 | 0.00% | 5,730 | 836 | 17.1% | $7.33万 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $50.23万 | 0.00% | 4,728 | -45 | -0.9% | -$4,781 | 减仓 |
| NOK | NOKIA CORP | $50.22万 | 0.00% | 37,812 | 23,024 | 155.7% | $30.58万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $49.99万 | 0.00% | 166,642 | 51,665 | 44.9% | $15.50万 | 加仓 |
| EFX | EQUIFAX INC | $49.93万 | 0.00% | 3,146 | 938 | 42.5% | $14.89万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $49.91万 | 0.00% | 2,650 | 303 | 12.9% | $5.71万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $49.87万 | 0.00% | 135,886 | 17,143 | 14.4% | $6.29万 | 加仓 |
| — | BROADSTONE NET LEASE INC | $49.86万 | 0.00% | 24,123 | 371 | 1.6% | $7,669 | 加仓 |
| — | NUSHARES ETF TR | $49.67万 | 0.00% | 23,171 | -2,135 | -8.4% | -$4.58万 | 减仓 |
| — | BARINGS PARTN INVS | $49.65万 | 0.00% | 29,486 | -1,817 | -5.8% | -$3.06万 | 减仓 |
| EW | EDWARDS LIFESCIENCES | $49.52万 | 0.00% | 5,474 | -687 | -11.2% | -$6.21万 | 减仓 |
| UIVM | VICTORYSHARES INTL | $49.51万 | 0.00% | 6,887 | -299 | -4.2% | -$2.15万 | 减仓 |
| EEMA | ISHARES INC | $49.47万 | 0.00% | 4,230 | -4,641 | -52.3% | -$54.28万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $49.43万 | 0.00% | 12,809 | 188 | 1.5% | $7,255 | 加仓 |
| IMCB | ISHARES TR | $49.22万 | 0.00% | 5,098 | 11 | 0.2% | $1,062 | 加仓 |
| — | STEALTHGAS INC | $49.13万 | 0.00% | 62,191 | 12,097 | 24.1% | $9.56万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $49.12万 | 0.00% | 10,369 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $49.02万 | 0.00% | 8,631 | 1,425 | 19.8% | $8.09万 | 加仓 |
| IOT | SAMSARA INC | $48.98万 | 0.00% | 15,105 | 21 | 0.1% | $681 | 加仓 |
| STXF | EA SERIES TRUST | $48.71万 | 0.00% | 10,084 | -55 | -0.5% | -$2,657 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $48.62万 | 0.00% | 11,594 | -123 | -1.0% | -$5,158 | 减仓 |
| LEMB | ISHARES INC | $48.60万 | 0.00% | 11,454 | 478 | 4.4% | $2.03万 | 加仓 |
| SLM | SLM CORP | $48.60万 | 0.00% | 18,734 | -1,144 | -5.8% | -$2.97万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $48.59万 | 0.00% | 10,507 | -75 | -0.7% | -$3,469 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $48.59万 | 0.00% | 46,948 | -16,430 | -25.9% | -$17.00万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $48.57万 | 0.00% | 6,220 | 2,213 | 55.2% | $17.28万 | 加仓 |
| ESAB | ESAB CORPORATION | $48.49万 | 0.00% | 4,916 | -258 | -5.0% | -$2.54万 | 减仓 |
| CAC | CAMDEN NATL CORP | $48.46万 | 0.00% | 8,938 | 22 | 0.2% | $1,193 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $48.32万 | 0.00% | 6,285 | 1,794 | 39.9% | $13.79万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $48.10万 | 0.00% | 2,390 | 265 | 12.5% | $5.33万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $48.10万 | 0.00% | 12,086 | -2,241 | -15.6% | -$8.92万 | 减仓 |
| ARGX | ARGENX SE | $48.01万 | 0.00% | 517 | -6 | -1.1% | -$5,571 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $47.99万 | 0.00% | 21,097 | -1,252 | -5.6% | -$2.85万 | 减仓 |
| YYY | AMPLIFY ETF TR | $47.98万 | 0.00% | 41,610 | -17,404 | -29.5% | -$20.07万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $47.66万 | 0.00% | 2,826 | 157 | 5.9% | $2.65万 | 加仓 |
| FLO | FLOWERS FOODS INC | $47.66万 | 0.00% | 60,328 | 58,514 | 3,225.7% | $46.23万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $47.60万 | 0.00% | 14,940 | -2,628 | -15.0% | -$8.37万 | 减仓 |
| JOBY | JOBY AVIATION INC | $47.49万 | 0.00% | 53,240 | 14,594 | 37.8% | $13.02万 | 加仓 |
| SMMV | ISHARES TR | $47.49万 | 0.00% | 10,314 | 400 | 4.0% | $1.84万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $47.44万 | 0.00% | 9,073 | -1,504 | -14.2% | -$7.86万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $47.39万 | 0.00% | 3,071 | 288 | 10.3% | $4.44万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $47.28万 | 0.00% | 17,727 | 1,097 | 6.6% | $2.93万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $47.24万 | 0.00% | 9,429 | -336 | -3.4% | -$1.68万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $47.19万 | 0.00% | 22,352 | -4,576 | -17.0% | -$9.66万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $47.13万 | 0.00% | 3,143 | 3,143 | — | $47.13万 | 新建仓 |
| — | FIRST TRUST | $47.09万 | 0.00% | 10,751 | -1,394 | -11.5% | -$6.11万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $46.98万 | 0.00% | 40,323 | 40,074 | 16,094.0% | $46.69万 | 加仓 |
| — | ISHARES TR | $46.97万 | 0.00% | 17,888 | -26 | -0.1% | -$683 | 减仓 |
| — | REPOSITRAK INC | $46.86万 | 0.00% | 52,069 | 21,743 | 71.7% | $19.57万 | 加仓 |
| — | WESTERN ASSET MTG DEFINED OP | $46.61万 | 0.00% | 43,521 | -2,400 | -5.2% | -$2.57万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $46.46万 | 0.00% | 16,550 | -1,525 | -8.4% | -$4.28万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $46.44万 | 0.00% | 4,322 | 276 | 6.8% | $2.97万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $45.97万 | 0.00% | 21,086 | 21,086 | — | $45.97万 | 新建仓 |
| IPAC | ISHARES TR | $45.95万 | 0.00% | 5,608 | 611 | 12.2% | $5.01万 | 加仓 |
| NUEM | NUVEEN ESG | $45.92万 | 0.00% | 10,820 | -20 | -0.2% | -$849 | 减仓 |
| CATH | GLOBAL X FDS | $45.90万 | 0.00% | 5,187 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $45.83万 | 0.00% | 4,705 | 873 | 22.8% | $8.50万 | 加仓 |