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
— INNOVATOR ETFS TRUST $36.79万0.00%13,753 -148,983-91.5% -$398.50万 减仓
ACIW ACI WORLDWIDE INC $36.77万0.00%8,967 8,6132,433.1% $35.32万 加仓
ILF ISHARES TR $36.72万0.00%10,338 1,45616.4% $5.17万 加仓
EZM WISDOMTREE TR $36.72万0.00%5,462 00.0% — 不变
GDDY GODADDY INC $36.56万0.00%4,422 1,46649.6% $12.12万 加仓
ITT ITT INC $36.44万0.00%1,913 42528.6% $8.10万 加仓
EWM ISHARES INC $36.42万0.00%12,820 12,820— $36.42万 新建仓
— INNOVATOR ETFS TRUST $36.34万0.00%12,352 00.0% — 不变
SMDV PROSHARES RUSSELL $36.30万0.00%5,278 110.2% $757 加仓
FN FABRINET $36.25万0.00%695 6856,850.0% $35.72万 加仓
TCOM TRIP COM GROUP LTD $36.14万0.00%7,259 3214.6% $1.60万 加仓
BUI BLACKROCK UTILS INFRASTRUCTU $36.12万0.00%13,691 910.7% $2,401 加仓
ACIO ETF SER SOLUTIONS $36.11万0.00%8,607 8,607— $36.11万 新建仓
CIVB CIVISTA BANCSHARES INC $36.09万0.00%15,838 14,5211,102.6% $33.09万 加仓
IONS IONIS PHARMACEUTICALS INC $35.94万0.00%4,786 -152-3.1% -$1.14万 减仓
TTC TORO CO $35.81万0.00%3,832 3,135449.8% $29.30万 加仓
SFM SPROUTS FMRS MKT INC $35.80万0.00%4,641 -660-12.5% -$5.09万 减仓
PVAL PUTNAM ETF TRUST $35.78万0.00%7,711 2,80857.3% $13.03万 加仓
FTNT FORTINET INC $35.76万0.00%4,376 -47,217-91.5% -$385.86万 减仓
CEF SPROTT PHYSICAL $35.72万0.00%7,486 -511-6.4% -$2.44万 减仓
— STRATEGY INC $35.67万0.00%5,045 1,34036.2% $9.47万 加仓
— CATALYST BANCORP INC $35.60万0.00%21,500 00.0% — 不变
UI UBIQUITI INC $35.57万0.00%450 395718.2% $31.22万 加仓
ARTY ISHARES TR $35.55万0.00%7,640 -9,995-56.7% -$46.51万 减仓
XVV ISHARES TR $35.47万0.00%7,206 -1,150-13.8% -$5.66万 减仓
— GLOBAL X $35.43万0.00%39,858 -15,055-27.4% -$13.38万 减仓
— PIMCO GLOBAL STOCKSPLS INCM $35.43万0.00%42,537 -800-1.8% -$6,664 减仓
PGF INVESCO EXCHANGE TRADED FD T $35.42万0.00%25,741 -39-0.2% -$537 减仓
DBL DOUBLELINE OPPORTUNISTIC CR $35.40万0.00%24,249 -2,591-9.7% -$3.78万 减仓
ONC BEONE MEDICINES LTD $35.33万0.00%1,190 -675-36.2% -$20.04万 减仓
NOVT NOVANTA INC $35.31万0.00%2,990 521.8% $6,142 加仓
FCAL FIRST TR EXCH TRADED FD III $35.31万0.00%7,222 -306,851-97.7% -$1,500.20万 减仓
PALL ABRDN PALLADIUM ETF TRUST $35.31万0.00%2,621 -1,561-37.3% -$21.03万 减仓
— INNOVATOR ETFS TRUST $35.23万0.00%11,997 -4,750-28.4% -$13.95万 减仓
VGUS VANGUARD INSTL INDEX FD $35.03万0.00%4,630 00.0% — 不变
FCCO FIRST CMNTY CORP S C $34.97万0.00%11,962 3,45440.6% $10.10万 加仓
CSW CSW INDUSTRIALS INC $34.87万0.00%1,338 20.1% $521 加仓
GL GLOBE LIFE $34.71万0.00%2,494 -37,477-93.8% -$521.62万 减仓
THFF FIRST FINANCIAL CORPORATION $34.62万0.00%5,478 00.0% — 不变
SMR NUSCALE PWR CORP $34.58万0.00%48,430 25,293109.3% $18.06万 加仓
MKTX MARKETAXESS HLDGS INC $34.49万0.00%2,091 -435-17.2% -$7.18万 减仓
GT GOODYEAR TIRE & RUBR CO $34.46万0.00%51,979 -84,032-61.8% -$55.71万 减仓
BALI ISHARES U S $34.43万0.00%11,174 1481.3% $4,560 加仓
EPS WISDOMTREE TR $34.42万0.00%5,054 -1,488-22.7% -$10.13万 减仓
RNST RENASANT CORP $34.08万0.00%9,432 00.0% — 不变
— ADURO CLEAN TECHNOLOGIES INC $34.00万0.00%32,416 -928-2.8% -$9,735 减仓
SITE SITEONE LANDSCAPE SUPPLY INC $33.94万0.00%2,550 2,151539.1% $28.63万 加仓
EIM EATON VANCE MUN BD FD $33.94万0.00%34,738 -758-2.1% -$7,406 减仓
— NXG CUSHING MIDSTREAM ENERGY $33.93万0.00%7,627 3,60489.6% $16.03万 加仓
PNQI INVESCO EXCHANGE TRADED FD T $33.92万0.00%7,583 -2,611-25.6% -$11.68万 减仓
TDVG T ROWE PRICE ETF INC $33.85万0.00%7,586 2142.9% $9,550 加仓
PLPC PREFORMED LINE PRODS CO $33.83万0.00%1,250 1,250— $33.83万 新建仓
— BRANDYWINEGBL GBL INCM OPP F $33.82万0.00%44,100 -900-2.0% -$6,903 减仓
AB ALLIANCEBERNSTEIN HLDG L P $33.57万0.00%8,966 -1,883-17.4% -$7.05万 减仓
JRI NUVEEN REAL ASSET INCOME & G $33.48万0.00%27,216 -960-3.4% -$1.18万 减仓
— EATON VANCE SHORT DURATION D $33.46万0.00%31,300 -12,800-29.0% -$13.68万 减仓
VRP INVESCO EXCH TRADED FD TR II $33.41万0.00%13,931 150.1% $360 加仓
FOXA FOX CORP $33.39万0.00%5,717 -1,072-15.8% -$6.26万 减仓
— FIRST TRUST $33.35万0.00%3,416 -1,484-30.3% -$14.49万 减仓
VICR VICOR CORP $33.34万0.00%2,071 1,9411,493.1% $31.25万 加仓
MMU WESTERN ASSET MANAGED MUNS F $33.34万0.00%32,430 13,98975.9% $14.38万 加仓
VVV VALVOLINE INC $33.29万0.00%9,883 -849-7.9% -$2.86万 减仓
DAPP VANECK ETF TRUST $33.22万0.00%22,264 -708-3.1% -$1.06万 减仓
LOAR LOAR HOLDINGS INC $33.22万0.00%5,798 5,798— $33.22万 新建仓
NUGT DIREXION SHARES ETF TRUST $33.12万0.00%1,760 -464-20.9% -$8.73万 减仓
FICO FAIR ISAAC CORP $33.09万0.00%310 165.4% $1.71万 加仓
TAFI AB TAX $33.07万0.00%13,134 410.3% $1,032 加仓
PMAY INNOVATOR ETFS TRUST $33.07万0.00%8,279 -1,792-17.8% -$7.16万 减仓
ARKF ARK ETF TR $33.07万0.00%8,699 -13,541-60.9% -$51.47万 减仓
BLDR BUILDERS FIRSTSOURCE INC $33.05万0.00%4,014 -579-12.6% -$4.77万 减仓
— INVESCO MUNI INCOME OPP TRST $32.98万0.00%53,712 -24,050-30.9% -$14.77万 减仓
SPXU PROSHARES TR $32.94万0.00%5,805 5,805— $32.94万 新建仓
KWR QUAKER HOUGHTON $32.88万0.00%2,647 301.1% $3,726 加仓
VMI VALMONT INDS INC $32.85万0.00%822 -1,206-59.5% -$48.20万 减仓
UFOX ETF SER SOLUTIONS $32.83万0.00%4,816 20.0% $136 加仓
SOXL DIREXION SHARES ETF TRUST $32.81万0.00%6,848 -275-3.9% -$1.32万 减仓
FLXS FLEXSTEEL INDS INC $32.76万0.00%7,290 7,23312,689.5% $32.51万 加仓
AVAV AEROVIRONMENT INC $32.75万0.00%1,789 1,511543.5% $27.66万 加仓
— BANCROFT FD LTD $32.74万0.00%15,200 -1,400-8.4% -$3.02万 减仓
ROL ROLLINS INC $32.70万0.00%6,122 -5,657-48.0% -$30.21万 减仓
EE EXCELERATE ENERGY INC $32.61万0.00%9,757 9,757— $32.61万 新建仓
GRPM INVESCO S&P $32.61万0.00%2,758 00.0% — 不变
JIVE J P MORGAN EXCHANGE TRADED F $32.57万0.00%3,803 2065.7% $1.76万 加仓
BCS BARCLAYS PLC $32.54万0.00%15,380 -39,091-71.8% -$82.72万 减仓
AGQ PROSHARES TR II $32.54万0.00%2,723 1,428110.3% $17.07万 加仓
GLPI GAMING & LEISURE P $32.51万0.00%7,328 -131-1.8% -$5,812 减仓
— MASIMO CORP $32.50万0.00%1,827 1,7151,531.2% $30.50万 加仓
CALM CAL MAINE FOODS $32.45万0.00%4,100 -20,596-83.4% -$163.02万 减仓
MHK MOHAWK INDS INC $32.28万0.00%3,278 1,11251.3% $10.95万 加仓
TBLD THORNBURG INCM BUILDER OPP T $32.27万0.00%15,263 -300-1.9% -$6,344 减仓
MOH MOLINA HEALTHCARE INC $32.15万0.00%2,412 2,3869,176.9% $31.81万 加仓
— AVITA MEDICAL INC $32.15万0.00%86,885 85,8858,588.5% $31.78万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $32.13万0.00%3,553 57119.1% $5.16万 加仓
DORM DORMAN PRODS INC $32.09万0.00%3,075 36513.5% $3.81万 加仓
— INNOVATOR ETFS TRUST $32.03万0.00%11,035 4153.9% $1.20万 加仓
RMT ROYCE MICRO-CAP TR INC $31.97万0.00%28,264 -12,774-31.1% -$14.45万 减仓
IIPR INNOVATIVE INDL PPTYS INC $31.95万0.00%6,369 4,239199.0% $21.26万 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $31.93万0.00%3,522 2638.1% $2.38万 加仓
JOBY JOBY AVIATION INC $31.92万0.00%38,646 -3,919-9.2% -$3.24万 减仓
HALO HALOZYME THERAPEUTICS INC $31.88万0.00%4,933 -6,643-57.4% -$42.93万 减仓