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
LMND LEMONADE INC $45.80万0.00%7,041 6219.7% $4.04万 加仓
GL GLOBE LIFE $45.78万0.00%2,562 682.7% $1.22万 加仓
DMAR FIRST TR EXCHNG TRADED FD VI $45.70万0.00%10,217 1,27214.2% $5.69万 加仓
TIMB TIM S A $45.60万0.00%21,289 -221-1.0% -$4,734 减仓
SMB VANECK ETF TRUST $45.57万0.00%26,263 -11,973-31.3% -$20.77万 减仓
EUHY ISHARES INC $45.52万0.00%8,451 4,678124.0% $25.20万 加仓
POOL POOL CORP $45.40万0.00%2,113 1,9521,212.4% $41.94万 加仓
MORN MORNINGSTAR INC $45.36万0.00%2,907 1,41695.0% $22.10万 加仓
NJR NEW JERSEY RES CORP $45.31万0.00%8,085 4,383118.4% $24.56万 加仓
DLTR DOLLAR TREE INC $44.87万0.00%3,710 -950-20.4% -$11.49万 减仓
CRSP CRISPR THERAPEUTICS AG $44.82万0.00%8,217 4,664131.3% $25.44万 加仓
LFUS LITTELFUSE INC $44.80万0.00%984 -339-25.6% -$15.44万 减仓
— INNOVATOR ETFS TRUST $44.70万0.00%22,373 00.0% — 不变
IGHG PROSHARES TR $44.63万0.00%5,698 1432.6% $1.12万 加仓
KWR QUAKER HOUGHTON $44.60万0.00%2,807 1606.0% $2.54万 加仓
NUV NUVEEN MUN VALUE FD INC $44.57万0.00%48,339 1,0962.3% $1.01万 加仓
DFIP DIMENSIONAL ETF TRUST $44.56万0.00%10,800 9,704885.4% $40.03万 加仓
FSSL FS SPECIALTY LENDING FD $44.55万0.00%39,958 -2,685-6.3% -$2.99万 减仓
— VANECK AA-BB $44.54万0.00%8,818 1211.4% $6,112 加仓
ACHR ARCHER AVIATION INC $44.45万0.00%93,979 -5,704-5.7% -$2.70万 减仓
— INVESCO HIGH INCOME TR II $44.40万0.00%42,688 -2,100-4.7% -$2.18万 减仓
LEU CENTRUS ENERGY CORP $44.22万0.00%2,634 1255.0% $2.10万 加仓
TRMD TORM PLC $44.16万0.00%16,946 -1,489-8.1% -$3.88万 减仓
GGLL DIREXION SHARES ETF TRUST $44.03万0.00%3,872 -1,507-28.0% -$17.14万 减仓
KRE SPDR SERIES TRUST $44.00万0.00%5,878 -533-8.3% -$3.99万 减仓
PMAY INNOVATOR ETFS TRUST $43.88万0.00%10,624 2,34528.3% $9.68万 加仓
AVNT AVIENT CORPORATION $43.70万0.00%11,824 3,43040.9% $12.68万 加仓
EVSD MORGAN STANLEY ETF TRUST $43.41万0.00%8,536 8,1412,061.0% $41.40万 加仓
FEZ SPDR INDEX SHS FDS $43.40万0.00%6,319 -1,012-13.8% -$6.95万 减仓
ETG EATON VANCE TX ADV GLBL DIV $43.40万0.00%18,436 13,202252.2% $31.08万 加仓
— HANCOCK JOHN INVS TR $43.36万0.00%32,554 -2,300-6.6% -$3.06万 减仓
AB ALLIANCEBERNSTEIN HLDG L P $43.31万0.00%12,297 3,33137.2% $11.73万 加仓
DAPP VANECK ETF TRUST $43.15万0.00%22,264 00.0% — 不变
— APYX MEDICAL CORPORATION $43.02万0.00%95,815 26,64038.5% $11.96万 加仓
— VANECK ETF TRUST $42.94万0.00%16,688 16,688— $42.94万 新建仓
DECK DECKERS OUTDOOR CORP $42.89万0.00%4,320 -422-8.9% -$4.19万 减仓
VSDA VICTORY PORTFOLIOS II $42.76万0.00%7,350 7,350— $42.76万 新建仓
— PIMCO HIGH INCOME FD $42.69万0.00%91,600 -12,400-11.9% -$5.78万 减仓
SSNC SS&C TECH HLDGS $42.65万0.00%6,874 -25,372-78.7% -$157.43万 减仓
TRI THOMSON REUTERS CORP $42.64万0.00%5,221 -59-1.1% -$4,818 减仓
— PUTNAM FRANKLIN $42.63万0.00%47,807 35,879300.8% $31.99万 加仓
THFF FIRST FINANCIAL CORPORATION $42.62万0.00%5,504 260.5% $2,013 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $42.57万0.00%8,538 -1,705-16.6% -$8.50万 减仓
JBTM JBT MAREL CORPORATION $42.47万0.00%2,929 00.0% — 不变
SFM SPROUTS FMRS MKT INC $42.45万0.00%5,019 3788.1% $3.20万 加仓
GHY PGIM GLOBAL HIGH YIELD FD FO $42.40万0.00%35,045 1,0513.1% $1.27万 加仓
IAUM ISHARES GOLD TRUST MICRO $42.39万0.00%10,594 1,99823.2% $7.99万 加仓
UFOX ETF SER SOLUTIONS $42.23万0.00%4,443 -373-7.7% -$3.55万 减仓
VVV VALVOLINE INC $42.22万0.00%10,679 7968.1% $3.15万 加仓
— NEOS ETF TRUST $42.22万0.00%8,714 8,714— $42.22万 新建仓
IIPR INNOVATIVE INDL PPTYS INC $42.10万0.00%6,793 4246.7% $2.63万 加仓
— EATON VANCE RISK-MANAGED DIV $42.07万0.00%50,876 -7,436-12.8% -$6.15万 减仓
NVTS NAVITAS SEMICONDUCTOR CORP $42.05万0.00%23,467 -400-1.7% -$7,168 减仓
RGA REINSURANCE GROUP AMER INC $41.98万0.00%1,974 -43-2.1% -$9,144 减仓
SBSI SOUTHSIDE BANCSHARES INC $41.94万0.00%11,918 590.5% $2,076 加仓
— PGIM ROCK ETF TR $41.89万0.00%13,397 -343-2.5% -$1.07万 减仓
JGH NUVEEN GLOBAL HIGH INCOME FD $41.86万0.00%32,886 -5,585-14.5% -$7.11万 减仓
CWEN CLEARWAY ENERGY INC $41.84万0.00%12,242 4,13651.0% $14.14万 加仓
PVAL PUTNAM ETF TRUST $41.81万0.00%8,205 4946.4% $2.52万 加仓
VIV TELEFONICA BRASIL SA $41.80万0.00%31,766 2550.8% $3,356 加仓
VMRK EQUITY RESIDENTIAL $41.73万0.00%6,144 -151-2.4% -$1.03万 减仓
DORM DORMAN PRODS INC $41.71万0.00%3,057 -18-0.6% -$2,456 减仓
PBR PETROLEO BRASILEIRO S A $41.57万0.00%25,724 3,97118.3% $6.42万 加仓
PNW PINNACLE WEST CAP CORP $41.54万0.00%3,882 -329-7.8% -$3.52万 减仓
IVOG VANGUARD ADMIRAL FDS INC $41.50万0.00%2,837 58926.2% $8.62万 加仓
DBJP DBX ETF TR $41.46万0.00%3,611 3,611— $41.46万 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $41.36万0.00%6,483 5,783826.1% $36.90万 加仓
JD JD.COM INC $41.31万0.00%16,213 -320-1.9% -$8,154 减仓
RRBI RED RIVER $41.29万0.00%4,523 -600-11.7% -$5.48万 减仓
DWM WISDOMTREE TR $41.29万0.00%5,639 701.3% $5,125 加仓
SIRI SIRIUSXM HOLDINGS INC $41.27万0.00%13,969 3,79437.3% $11.21万 加仓
LASR NLIGHT INC $41.23万0.00%5,922 -1,117-15.9% -$7.78万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $41.14万0.00%4,779 1,22634.5% $10.55万 加仓
LIT GLOBAL X FDS $41.12万0.00%5,253 -2,595-33.1% -$20.31万 减仓
GH GUARDANT HEALTH INC $40.73万0.00%2,715 2,167395.4% $32.51万 加仓
TEN TSAKOS ENERGY NAVIGATION LTD $40.65万0.00%11,493 -96-0.8% -$3,396 减仓
ALLY ALLY FINL INC $40.63万0.00%8,842 7,148422.0% $32.84万 加仓
MHK MOHAWK INDS INC $40.58万0.00%3,345 672.0% $8,128 加仓
FLNC FLUENCE ENERGY INC $40.50万0.00%20,372 3721.9% $7,395 加仓
CRCL CIRCLE INTERNET GROUP INC $40.40万0.00%6,451 -143-2.2% -$8,956 减仓
DEM WISDOMTREE TR $40.39万0.00%7,508 -1,543-17.0% -$8.30万 减仓
HQL ABRDN LIFE SCIENCES INVESTOR $40.35万0.00%20,165 -3,623-15.2% -$7.25万 减仓
GFS GLOBALFOUNDRIES INC $40.27万0.00%4,886 4,7563,658.5% $39.20万 加仓
CALI BLACKROCK ETF TRUST II $40.22万0.00%7,959 -803-9.2% -$4.06万 减仓
FET FORUM ENERGY $40.21万0.00%8,005 00.0% — 不变
— STARBOARD INVT TR $40.14万0.00%54,242 1,7883.4% $1.32万 加仓
RNST RENASANT CORP $40.12万0.00%9,432 00.0% — 不变
BUI BLACKROCK UTILS INFRASTRUCTU $40.07万0.00%13,811 1200.9% $3,481 加仓
— KRANESHARES TRUST $40.06万0.00%23,169 180.1% $311 加仓
BCS BARCLAYS PLC $39.94万0.00%14,871 -509-3.3% -$1.37万 减仓
EG EVEREST GROUP LTD $39.92万0.00%1,117 747201.9% $26.70万 加仓
ULST STATE STREET $39.91万0.00%9,871 -1,457-12.9% -$5.89万 减仓
UHS UNIVERSAL HLTH SVCS INC $39.79万0.00%2,676 -1,599-37.4% -$23.78万 减仓
— WESTERN ASSET GBL HIGH INC F $39.76万0.00%66,717 -25,526-27.7% -$15.21万 减仓
JHMD JOHN HANCOCK $39.72万0.00%8,944 150.2% $666 加仓
MOG/A MOOG INC $39.66万0.00%936 20327.7% $8.60万 加仓
SDCI USCF SUMMERHAVEN $39.66万0.00%15,000 10,000200.0% $26.44万 加仓
BITQ BITWISE FUNDS TRUST $39.47万0.00%16,110 2,70020.1% $6.62万 加仓
EPS WISDOMTREE TR $39.41万0.00%5,066 120.2% $933 加仓
IMCV ISHARES TR $39.40万0.00%4,311 2,379123.1% $21.74万 加仓