NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CWEN | CLEARWAY ENERGY INC | $31.85万 | 0.00% | 8,106 | -4,718 | -36.8% | -$18.54万 | 减仓 |
| FOUR | SHIFT4 PAYMENTS | $31.78万 | 0.00% | 7,267 | -107 | -1.5% | -$4,679 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $31.76万 | 0.00% | 5,934 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $31.74万 | 0.00% | 20,271 | 3,041 | 17.6% | $4.76万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $31.66万 | 0.00% | 6,163 | 23 | 0.4% | $1,181 | 加仓 |
| AUR | AURORA INNOVATION INC | $31.65万 | 0.00% | 76,832 | 6,067 | 8.6% | $2.50万 | 加仓 |
| HYDB | ISHARES TR | $31.62万 | 0.00% | 6,797 | -1,359 | -16.7% | -$6.32万 | 减仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $31.54万 | 0.00% | 7,200 | 0 | 0.0% | — | 不变 |
| — | MFS GOVT MKTS INCOME TR | $31.52万 | 0.00% | 107,200 | -24,100 | -18.4% | -$7.09万 | 减仓 |
| ASYS | AMTECH SYS INC | $31.41万 | 0.00% | 26,891 | 12,291 | 84.2% | $14.36万 | 加仓 |
| CAMT | CAMTEK LTD | $31.41万 | 0.00% | 2,072 | 117 | 6.0% | $1.77万 | 加仓 |
| — | WEBSTER FINL CORP | $31.33万 | 0.00% | 4,513 | -10,087 | -69.1% | -$70.03万 | 减仓 |
| IXJ | ISHARES TR | $31.28万 | 0.00% | 3,344 | -1,695 | -33.6% | -$15.86万 | 减仓 |
| — | SPROTT JUNIOR | $31.21万 | 0.00% | 3,625 | 1,326 | 57.7% | $11.42万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTRE | $31.05万 | 0.00% | 8,598 | -160 | -1.8% | -$5,779 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.05万 | 0.00% | 13,795 | 11,195 | 430.6% | $25.19万 | 加仓 |
| ALLE | ALLEGION PLC | $31.03万 | 0.00% | 2,136 | -378 | -15.0% | -$5.49万 | 减仓 |
| CSM | PROSHARES TR | $30.93万 | 0.00% | 4,134 | 12 | 0.3% | $898 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $30.83万 | 0.00% | 1,668 | 585 | 54.0% | $10.81万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $30.71万 | 0.00% | 11,409 | -1,251 | -9.9% | -$3.37万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $30.70万 | 0.00% | 13,400 | 13,400 | — | $30.70万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $30.62万 | 0.00% | 4,487 | -4,330 | -49.1% | -$29.55万 | 减仓 |
| BC | BRUNSWICK CORP | $30.56万 | 0.00% | 4,199 | 467 | 12.5% | $3.40万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $30.55万 | 0.00% | 6,527 | -300 | -4.4% | -$1.40万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $30.52万 | 0.00% | 20,317 | -5,556 | -21.5% | -$8.35万 | 减仓 |
| AVNT | AVIENT CORPORATION | $30.47万 | 0.00% | 8,394 | 8,260 | 6,164.2% | $29.98万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $30.38万 | 0.00% | 9,144 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $30.36万 | 0.00% | 6,461 | 37 | 0.6% | $1,739 | 加仓 |
| IYR | ISHARES TR | $30.33万 | 0.00% | 3,207 | -289 | -8.3% | -$2.73万 | 减仓 |
| ICLR | ICON PLC | $30.29万 | 0.00% | 2,738 | 1,429 | 109.2% | $15.81万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $30.28万 | 0.00% | 6,758 | 6,758 | — | $30.28万 | 新建仓 |
| OGS | ONE GAS INC | $30.28万 | 0.00% | 3,516 | -17 | -0.5% | -$1,464 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $30.25万 | 0.00% | 1,362 | -48 | -3.4% | -$1.07万 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $30.18万 | 0.00% | 17,630 | -2,000 | -10.2% | -$3.42万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $30.17万 | 0.00% | 1,222 | 135 | 12.4% | $3.33万 | 加仓 |
| OCGN | OCUGEN INC | $30.15万 | 0.00% | 166,595 | 31,135 | 23.0% | $5.64万 | 加仓 |
| KBH | KB HOME | $30.15万 | 0.00% | 5,825 | -314 | -5.1% | -$1.63万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $30.11万 | 0.00% | 19,436 | 89 | 0.5% | $1,379 | 加仓 |
| DTD | WISDOMTREE U S | $30.07万 | 0.00% | 3,482 | -59 | -1.7% | -$5,095 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $29.99万 | 0.00% | 19,117 | -943 | -4.7% | -$1.48万 | 减仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $29.95万 | 0.00% | 24,000 | -766 | -3.1% | -$9,560 | 减仓 |
| OSK | OSHKOSH CORP | $29.93万 | 0.00% | 2,033 | 36 | 1.8% | $5,301 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.81万 | 0.00% | 9,974 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $29.73万 | 0.00% | 16,253 | 2,292 | 16.4% | $4.19万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $29.70万 | 0.00% | 1,830 | -358 | -16.4% | -$5.81万 | 减仓 |
| CLIP | GLOBAL X FDS | $29.66万 | 0.00% | 2,956 | -926 | -23.9% | -$9.29万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $29.57万 | 0.00% | 4,212 | -10,330 | -71.0% | -$72.52万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $29.53万 | 0.00% | 28,314 | 3,770 | 15.4% | $3.93万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $29.48万 | 0.00% | 7,965 | 7,965 | — | $29.48万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $29.41万 | 0.00% | 3,384 | 95 | 2.9% | $8,256 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $29.29万 | 0.00% | 4,007 | 15 | 0.4% | $1,097 | 加仓 |
| — | GLOBAL X FDS | $29.27万 | 0.00% | 7,400 | -33,653 | -82.0% | -$133.13万 | 减仓 |
| EXPO | EXPONENT INC | $29.21万 | 0.00% | 4,476 | 4,340 | 3,191.2% | $28.32万 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $29.20万 | 0.00% | 13,555 | 13,555 | — | $29.20万 | 新建仓 |
| IDA | IDACORP INC | $29.14万 | 0.00% | 2,038 | 199 | 10.8% | $2.85万 | 加仓 |
| QMOM | EA SERIES TRUST | $29.13万 | 0.00% | 4,264 | -122 | -2.8% | -$8,334 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $29.10万 | 0.00% | 8,760 | 53 | 0.6% | $1,761 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $29.06万 | 0.00% | 9,491 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $28.99万 | 0.00% | 11,370 | 10,044 | 757.5% | $25.61万 | 加仓 |
| KCE | SPDR SERIES TRUST | $28.99万 | 0.00% | 2,107 | 2 | 0.1% | $275 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $28.98万 | 0.00% | 6,431 | -681 | -9.6% | -$3.07万 | 重新持有 |
| BTZ | BLACKROCK CR ALLOCATION | $28.97万 | 0.00% | 28,685 | -700 | -2.4% | -$7,070 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $28.93万 | 0.00% | 4,800 | -447 | -8.5% | -$2.69万 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $28.90万 | 0.00% | 21,067 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $28.90万 | 0.00% | 5,696 | 5,696 | — | $28.90万 | 新建仓 |
| HUT | HUT 8 CORP | $28.89万 | 0.00% | 6,159 | -351 | -5.4% | -$1.65万 | 减仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $28.81万 | 0.00% | 19,609 | -1,372 | -6.5% | -$2.02万 | 减仓 |
| EFIV | STATE STREET | $28.76万 | 0.00% | 4,560 | 544 | 13.5% | $3.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.71万 | 0.00% | 13,385 | 0 | 0.0% | — | 不变 |
| OILK | PROSHARES K-1 | $28.67万 | 0.00% | 5,300 | 5,300 | — | $28.67万 | 新建仓 |
| XCCC | BONDBLOXX ETF TRUST | $28.63万 | 0.00% | 7,865 | 7,865 | — | $28.63万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $28.61万 | 0.00% | 10,858 | 10,858 | — | $28.61万 | 新建仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $28.56万 | 0.00% | 14,035 | 10 | 0.1% | $204 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $28.53万 | 0.00% | 9,062 | 8,306 | 1,098.7% | $26.15万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $28.44万 | 0.00% | 3,879 | 3,826 | 7,218.9% | $28.05万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $28.44万 | 0.00% | 470 | 304 | 183.1% | $18.39万 | 加仓 |
| CAIE | CALAMOS ETF TR | $28.42万 | 0.00% | 11,304 | 11,304 | — | $28.42万 | 新建仓 |
| — | PGIM ROCK ETF TR | $28.38万 | 0.00% | 10,011 | 3,035 | 43.5% | $8.60万 | 加仓 |
| PFM | INVESCO DIVIDEND | $28.37万 | 0.00% | 5,553 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP | $28.37万 | 0.00% | 19,976 | -484 | -2.4% | -$6,873 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $28.31万 | 0.00% | 11,986 | -98 | -0.8% | -$2,315 | 减仓 |
| — | NXG NEXTGEN INFRASTR INCM FD | $28.27万 | 0.00% | 5,147 | 30 | 0.6% | $1,648 | 加仓 |
| SEB | SEABOARD CORP DEL | $28.27万 | 0.00% | 50 | 2 | 4.2% | $1.13万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $28.27万 | 0.00% | 18,108 | -500 | -2.7% | -$7,805 | 减仓 |
| LCII | LCI INDS | $28.26万 | 0.00% | 2,298 | -128 | -5.3% | -$1.57万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $28.22万 | 0.00% | 3,730 | -421 | -10.1% | -$3.18万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $28.18万 | 0.00% | 15,331 | 3,887 | 34.0% | $7.14万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $28.12万 | 0.00% | 24,306 | -701 | -2.8% | -$8,111 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $28.10万 | 0.00% | 2,248 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $28.08万 | 0.00% | 7,370 | -3,951 | -34.9% | -$15.05万 | 减仓 |
| — | PIMCO BROAD | $28.06万 | 0.00% | 5,280 | -75 | -1.4% | -$3,986 | 减仓 |
| — | THEMES ETF TR | $28.04万 | 0.00% | 8,719 | -11,417 | -56.7% | -$36.72万 | 减仓 |
| — | ALPS ETF TR | $28.00万 | 0.00% | 6,861 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $27.89万 | 0.00% | 9,367 | -3,643 | -28.0% | -$10.85万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $27.89万 | 0.00% | 10,511 | 289 | 2.8% | $7,667 | 加仓 |
| — | ARES MANAGEMENT CORPORATION | $27.86万 | 0.00% | 7,700 | -384 | -4.8% | -$1.39万 | 减仓 |
| TW | TRADEWEB MKTS INC | $27.79万 | 0.00% | 2,362 | 2,210 | 1,453.9% | $26.00万 | 加仓 |
| SSD | SIMPSON MFG INC | $27.76万 | 0.00% | 1,617 | -31 | -1.9% | -$5,322 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $27.72万 | 0.00% | 2,082 | -546 | -20.8% | -$7.27万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $27.59万 | 0.00% | 13,454 | -3,539 | -20.8% | -$7.26万 | 减仓 |