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
PCB PCB BANCORP $27.53万0.00%12,242 12,242— $27.53万 新建仓
WSO WATSCO INC $27.53万0.00%757 -172-18.5% -$6.26万 减仓
FLNC FLUENCE ENERGY INC $27.52万0.00%20,000 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $27.48万0.00%13,199 2,67525.4% $5.57万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $27.47万0.00%9,161 2,08229.4% $6.24万 加仓
— DEFI DEVELOPMENT CORP $27.45万0.00%83,432 32,02462.3% $10.54万 加仓
AXTA AXALTA COATING SYS LTD $27.40万0.00%9,892 -142-1.4% -$3,933 减仓
APCB TRUST FOR PROFESSIONAL MANAG $27.35万0.00%9,286 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $27.32万0.00%3,453 -1,117-24.4% -$8.84万 减仓
SMOT VANECK ETF TRUST $27.25万0.00%7,743 -413-5.1% -$1.45万 减仓
HUBB HUBBELL INC $27.23万0.00%555 -3,144-85.0% -$154.27万 减仓
— NEUBERGER HIGH YIELD ST FD I $27.21万0.00%41,994 00.0% — 不变
UEC URANIUM ENERGY CORP $27.13万0.00%20,096 -101,763-83.5% -$137.38万 减仓
— ISHARES TR $27.06万0.00%3,223 -434-11.9% -$3.64万 减仓
XBIL U S TREASURY $26.96万0.00%5,388 5,0561,522.9% $25.30万 加仓
BF/B BROWN FORMAN CORP CL B $26.94万0.00%10,187 -556-5.2% -$1.47万 减仓
HAP VANECK ETF TRUST $26.87万0.00%3,708 100.3% $725 加仓
— INVESCO EXCH TRD SLF IDX FD $26.83万0.00%12,850 10,250394.2% $21.40万 加仓
SFY TIDAL TRUST I $26.75万0.00%2,143 00.0% — 不变
ACU ACME UTD CORP $26.74万0.00%5,955 5,955— $26.74万 新建仓
SPEU STATE STREET $26.70万0.00%5,211 -87-1.6% -$4,458 减仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $26.69万0.00%16,681 1,57610.4% $2.52万 加仓
ONDS ONDAS INC $26.66万0.00%29,491 -14,817-33.4% -$13.39万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $26.62万0.00%6,112 -300-4.7% -$1.31万 减仓
TOST TOAST INC $26.61万0.00%10,037 -13,958-58.2% -$37.00万 减仓
RCKY ROCKY BRANDS INC $26.57万0.00%6,861 -4,796-41.1% -$18.57万 减仓
SSB SOUTHSTATE BANK $26.54万0.00%2,868 -1,786-38.4% -$16.53万 减仓
— ALLSPRING INCOME OPPORTUNIT $26.50万0.00%40,900 -6,400-13.5% -$4.15万 减仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $26.50万0.00%12,377 -228-1.8% -$4,882 减仓
CENX CENTURY ALUMINUM $26.49万0.00%4,513 4,2831,862.2% $25.14万 加仓
EWU ISHARES TR $26.48万0.00%5,813 -27,336-82.5% -$124.54万 减仓
PDS PRECISION DRILLING CORP $26.48万0.00%2,691 -1,791-40.0% -$17.62万 减仓
— FIRST TR EXCHNG TRADED FD VI $26.47万0.00%5,628 00.0% — 不变
VTS VITESSE ENERGY INC $26.42万0.00%14,547 -5,652-28.0% -$10.26万 减仓
EVIM EATON VANCE $26.33万0.00%5,011 -179-3.4% -$9,406 减仓
— FIRST TR EXCHNG TRADED FD VI $26.30万0.00%8,017 00.0% — 不变
BWB BRIDGEWATER BANCSHARES INC $26.27万0.00%14,841 14,841— $26.27万 新建仓
— PARAMOUNT GOLD $26.26万0.00%158,204 -6,246-3.8% -$1.04万 减仓
FSBW FS BANCORP INC $26.22万0.00%6,795 6,795— $26.22万 新建仓
KOF COCA-COLA FEMSA SAB DE CV $26.20万0.00%2,686 49422.5% $4.82万 加仓
WDFC WD 40 CO $26.19万0.00%1,284 -1,531-54.4% -$31.23万 减仓
JIG J P MORGAN EXCHANGE TRADED F $26.11万0.00%3,517 1554.6% $1.15万 加仓
VFC V F CORP $26.10万0.00%15,362 13,006552.0% $22.10万 加仓
IJUL INNOVATOR ETFS TRUST $26.04万0.00%7,715 00.0% — 不变
— DBX ETF TR $26.00万0.00%6,518 1001.6% $3,988 加仓
DTH WISDOMTREE TR $26.00万0.00%4,806 2756.1% $1.49万 加仓
— INNOVATOR ETFS TRUST $25.97万0.00%7,656 00.0% — 不变
— COHEN & STEERS SELECT PFD & $25.97万0.00%13,394 -396-2.9% -$7,678 减仓
GGG GRACO INC $25.92万0.00%3,062 -51-1.6% -$4,318 减仓
IVOV VANGUARD ADMIRAL FDS INC $25.82万0.00%2,533 00.0% — 不变
MDIV FIRST TRUST $25.81万0.00%15,959 -32-0.2% -$517 减仓
OPBK OP BANCORP $25.68万0.00%19,307 -124-0.6% -$1,649 减仓
BUFC AB ACTIVE ETFS INC $25.56万0.00%6,291 -1,450-18.7% -$5.89万 减仓
— FIRST TR EXCHNG TRADED FD VI $25.55万0.00%10,300 00.0% — 不变
HR HEALTHCARE RLTY TR $25.53万0.00%15,028 -1,167-7.2% -$1.98万 减仓
— APYX MEDICAL CORPORATION $25.53万0.00%69,175 69,175— $25.53万 新建仓
BMO BANK MONTREAL MEDIUM $25.50万0.00%1,884 -756-28.6% -$10.23万 减仓
GWRE GUIDEWIRE SOFTWARE INC $25.41万0.00%1,699 -2,169-56.1% -$32.44万 减仓
— ABRDN GLOBAL PREMIER PPTYS F $25.32万0.00%22,917 -45,971-66.7% -$50.80万 减仓
ISCV ISHARES TR $25.30万0.00%3,640 -60-1.6% -$4,171 减仓
BITQ BITWISE FUNDS TRUST $25.29万0.00%13,410 -70-0.5% -$1,320 减仓
MORN MORNINGSTAR INC $25.20万0.00%1,491 35831.6% $6.05万 加仓
KBE STATE STREET $25.20万0.00%4,231 -930-18.0% -$5.54万 减仓
LMAT LEMAITRE VASCULAR INC $25.19万0.00%2,307 -851-26.9% -$9.29万 减仓
— VANECK ETF TRUST $25.18万0.00%24,544 4601.9% $4,720 加仓
PGC PEAPACK-GLADSTONE FINL CORP $25.15万0.00%7,143 7,143— $25.15万 新建仓
— HANCOCK JOHN PFD INCOME FD I $25.06万0.00%17,600 -1,700-8.8% -$2.42万 减仓
UNTY UNITY BANCORP INC $25.04万0.00%4,832 -117-2.4% -$6,064 减仓
— BNY MELLON ETF TRUST II $25.01万0.00%9,206 1301.4% $3,531 加仓
— ROUNDHILL ETF TRUST $25.00万0.00%11,870 4544.0% $9,561 加仓
BCAT BLACKROCK CAP ALLOCATION TER $24.92万0.00%17,638 7794.6% $1.10万 加仓
SPUS SP FUNDS $24.91万0.00%5,172 470.9% $2,263 加仓
NWN NORTHWEST NAT HLDG CO $24.90万0.00%4,678 00.0% — 不变
ALC ALCON AG $24.89万0.00%3,304 -493-13.0% -$3.71万 减仓
— VOYA EMERGING MKTS HIGH DIVI $24.84万0.00%37,295 -5,183-12.2% -$3.45万 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $24.82万0.00%5,346 5,2696,842.9% $24.46万 加仓
HUBG HUB GROUP INC $24.80万0.00%6,880 66610.7% $2.40万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $24.79万0.00%5,175 00.0% — 不变
STWD STARWOOD PPTY TR INC $24.79万0.00%14,393 5333.8% $9,179 加仓
FFA FIRST TR ENHANCED EQUITY $24.75万0.00%12,130 00.0% — 不变
— THEMES ETF TR $24.73万0.00%8,576 -250-2.8% -$7,210 减仓
— ABRDN NATL MUN INCOME FD $24.71万0.00%24,810 7,01039.4% $6.98万 加仓
PEO ADAM NAT RES FD INC $24.70万0.00%8,885 -5,298-37.4% -$14.73万 减仓
TYG TORTOISE ENERGY INFRSTRCTR C $24.68万0.00%4,950 -212-4.1% -$1.06万 减仓
— INNOVATOR ETFS TRUST $24.65万0.00%8,998 8,998— $24.65万 新建仓
GSG ISHARES S&P GSCI COMMODITY- $24.61万0.00%7,631 7,0121,132.8% $22.61万 加仓
QGRW WISDOMTREE TR $24.61万0.00%4,606 -1,400-23.3% -$7.48万 减仓
— PGIM ROCK ETF TR $24.60万0.00%8,111 8,111— $24.60万 新建仓
GDE WISDOMTREE EFFICIENT $24.58万0.00%3,908 -168-4.1% -$1.06万 减仓
TDVI FIRST TR EXCHANGE-TRADED FD $24.58万0.00%9,253 8,8512,201.7% $23.51万 加仓
GAP GAP INC $24.58万0.00%10,155 8,609556.9% $20.83万 加仓
— PROSHARES TR $24.54万0.00%5,064 -150-2.9% -$7,269 减仓
NTSI WISDOMTREE TR $24.45万0.00%5,556 57211.5% $2.52万 加仓
— PROSHARES TR $24.39万0.00%3,241 3,241— $24.39万 新建仓
— FIRST TR EXCHNG TRADED FD VI $24.38万0.00%9,270 1,17014.4% $3.08万 加仓
HMY HARMONY GOLD MNG LTD $24.38万0.00%15,861 -606-3.7% -$9,314 减仓
— ELEVATION SERIES TRUST $24.37万0.00%4,630 2154.9% $1.13万 加仓
— RIVERNORTH MANAGED DUR MUN I $24.33万0.00%17,850 1,70010.5% $2.32万 加仓
VIOG VANGUARD ADMIRAL FDS INC $24.27万0.00%1,950 20.1% $249 加仓
DCI DONALDSON CO $24.26万0.00%2,858 -10-0.3% -$849 减仓