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
— CPI AEROSTRUCTURES INC $33.63万0.00%64,799 29,95185.9% $15.54万 加仓
QGRW WISDOMTREE TR $33.61万0.00%5,090 48410.5% $3.20万 加仓
CLDT CHATHAM LODGING TR $33.59万0.00%25,391 4,84523.6% $6.41万 加仓
QMOM EA SERIES TRUST $33.57万0.00%4,264 00.0% — 不变
— INVESCO EXCH TRD SLF IDX FD $33.55万0.00%13,000 13,000— $33.55万 新建仓
EIM EATON VANCE MUN BD FD $33.50万0.00%33,630 -1,108-3.2% -$1.10万 减仓
BELFB BEL FUSE $33.47万0.00%1,005 353.6% $1.17万 加仓
FLS FLOWSERVE CORP $33.42万0.00%4,507 -6,036-57.3% -$44.76万 减仓
— DEFI DEVELOPMENT CORP $33.40万0.00%113,612 30,18036.2% $8.87万 加仓
XSVM INVESCO EXCHANGE TRADED FD T $33.36万0.00%4,794 -6-0.1% -$418 减仓
COO COOPER COS INC $33.35万0.00%4,650 1,34140.5% $9.62万 加仓
SLI STANDARD LITHIUM CORP $33.33万0.00%121,205 -1,222-1.0% -$3,360 减仓
— INVESCO EXCH TRD SLF IDX FD $33.33万0.00%13,000 13,000— $33.33万 新建仓
DWLD DAVIS FUNDAMENTAL ETF TR $33.29万0.00%7,200 00.0% — 不变
TAFI AB TAX $33.22万0.00%13,174 400.3% $1,009 加仓
PNQI INVESCO EXCHANGE TRADED FD T $33.19万0.00%7,283 -300-4.0% -$1.37万 减仓
— INNOVATOR ETFS TRUST $33.13万0.00%8,867 1,21115.8% $4.52万 加仓
IXJ ISHARES TR $33.10万0.00%3,364 200.6% $1,968 加仓
— INVESCO EXCH TRADED FD TR II $33.08万0.00%6,312 3,616134.1% $18.95万 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $33.07万0.00%9,491 00.0% — 不变
— NUVEEN CORE EQUITY ALPHA FD $32.91万0.00%20,115 -10,400-34.1% -$17.01万 减仓
CAMT CAMTEK LTD $32.85万0.00%2,014 -58-2.8% -$9,459 减仓
DK DELEK US HLDGS INC NEW $32.84万0.00%6,463 320.5% $1,626 加仓
BUG GLOBAL X FDS $32.83万0.00%8,597 7,207518.5% $27.52万 加仓
MOO VANECK ETF TRUST $32.78万0.00%4,139 -236-5.4% -$1.87万 减仓
— IMPERIAL PETE INC $32.73万0.00%70,998 70,998— $32.73万 新建仓
EFIV STATE STREET $32.71万0.00%4,485 -75-1.6% -$5,470 减仓
DNOW DNOW INC $32.71万0.00%25,216 24,9539,487.8% $32.36万 加仓
IVOV VANGUARD ADMIRAL FDS INC $32.67万0.00%2,864 33113.1% $3.78万 加仓
ALTG ALTA EQUIPMENT GROUP INC $32.65万0.00%50,457 -66,961-57.0% -$43.32万 减仓
DBL DOUBLELINE OPPORTUNISTIC CR $32.57万0.00%22,649 -1,600-6.6% -$2.30万 减仓
— BANCROFT FD LTD $32.49万0.00%12,500 -2,700-17.8% -$7.02万 减仓
NOG NORTHERN OIL & GAS INC $32.35万0.00%17,824 -290-1.6% -$5,264 减仓
— INVESCO EXCH TRD SLF IDX FD $32.29万0.00%13,100 13,100— $32.29万 新建仓
ARKF ARK ETF TR $32.27万0.00%8,178 -521-6.0% -$2.06万 减仓
— EATON VANCE SHORT DURATION D $32.23万0.00%29,900 -1,400-4.5% -$1.51万 减仓
SFY TIDAL TRUST I $32.13万0.00%2,158 150.7% $2,233 加仓
UEC URANIUM ENERGY CORP $32.12万0.00%30,133 10,03749.9% $10.70万 加仓
SUSL ISHARES TR $32.10万0.00%2,418 1,428144.2% $18.96万 重新持有
OGS ONE GAS INC $32.09万0.00%4,163 64718.4% $4.99万 加仓
MSA MSA SAFETY INC $32.03万0.00%1,835 1,7562,222.8% $30.66万 加仓
BKH BLACK HILLS CORP $32.01万0.00%4,302 3,425390.5% $25.48万 加仓
— STRATEGY INC $32.00万0.00%5,440 3957.8% $2.32万 加仓
— BRANDYWINEGBL GBL INCM OPP F $32.00万0.00%40,300 -3,800-8.6% -$3.02万 减仓
ALLE ALLEGION PLC $31.95万0.00%2,274 1386.5% $1.94万 加仓
KNSL KINSALE CAP GROUP INC $31.94万0.00%968 9181,836.0% $30.29万 加仓
ONC BEONE MEDICINES LTD $31.82万0.00%1,117 -73-6.1% -$2.08万 减仓
IWL ISHARES TR $31.75万0.00%1,717 1,527803.7% $28.24万 加仓
RHP RYMAN HOSPITALITY PPTYS INC $31.69万0.00%2,465 2,465— $31.69万 新建仓
— GLADSTONE INVT CORP $31.66万0.00%20,476 5002.5% $7,730 加仓
EZM WISDOMTREE TR $31.60万0.00%4,170 -1,292-23.7% -$9.79万 减仓
BCAT BLACKROCK CAP ALLOCATION TER $31.59万0.00%19,830 2,19212.4% $3.49万 加仓
WTAI WISDOMTREE TR $31.54万0.00%6,644 6,1201,167.9% $29.05万 加仓
KBWB INVESCO EXCH TRADED FD TR II $31.53万0.00%3,391 -62-1.8% -$5,764 减仓
BALL BALL CORP $31.49万0.00%5,047 4,8973,264.7% $30.55万 加仓
VIRT VIRTU FINL INC $31.32万0.00%5,257 -4,544-46.4% -$27.07万 减仓
LVS LAS VEGAS SANDS CORP $31.25万0.00%6,766 -579-7.9% -$2.67万 减仓
LW LAMB WESTON HLDGS INC $31.23万0.00%7,233 -10,121-58.3% -$43.70万 减仓
KCE SPDR SERIES TRUST $31.10万0.00%2,112 50.2% $736 加仓
VIOG VANGUARD ADMIRAL FDS INC $31.09万0.00%2,026 763.9% $1.17万 加仓
BBAR BANCO BBVA ARGENTINA S A $31.07万0.00%15,845 15,845— $31.07万 新建仓
HALO HALOZYME THERAPEUTICS INC $31.00万0.00%3,961 -972-19.7% -$7.61万 减仓
BMA BANCO MACRO S A $30.98万0.00%3,346 3,346— $30.98万 新建仓
BIP BROOKFIELD INFRASTRUCTRE $30.94万0.00%8,478 -120-1.4% -$4,379 减仓
DLS WISDOMTREE TR $30.91万0.00%3,690 3,690— $30.91万 新建仓
— PIMCO GLOBAL STOCKPLUS INCOM $30.89万0.00%35,837 -6,700-15.8% -$5.78万 减仓
MNA NEW YORK LIFE INVESTMENTS ET $30.84万0.00%8,453 2,34738.4% $8.56万 加仓
— GLOBAL X FDS $30.82万0.00%7,400 00.0% — 不变
PFM INVESCO DIVIDEND $30.79万0.00%5,553 00.0% — 不变
MRNA MODERNA INC $30.56万0.00%4,364 2,947208.0% $20.64万 加仓
— PGIM ROCK ETF TR $30.54万0.00%9,361 1,25015.4% $4.08万 加仓
— SIFCO INDS INC $30.52万0.00%13,042 13,042— $30.52万 新建仓
BWB BRIDGEWATER BANCSHARES INC $30.49万0.00%14,492 -349-2.4% -$7,343 减仓
TW TRADEWEB MKTS INC $30.39万0.00%3,049 68729.1% $6.85万 加仓
ROL ROLLINS INC $30.32万0.00%7,265 1,14318.7% $4.77万 加仓
PFGC PERFORMANCE FOOD GROUP CO $30.30万0.00%2,710 2,090337.1% $23.37万 加仓
DTD WISDOMTREE U S $30.30万0.00%3,249 -233-6.7% -$2.17万 减仓
XFFCX FLAHERTY & CRUMRIN PFD & INM $30.29万0.00%18,605 -831-4.3% -$1.35万 减仓
SPUS SP FUNDS $30.22万0.00%5,256 841.6% $4,830 加仓
— RTB DIGITAL INC $30.22万0.00%20,039 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD I $30.18万0.00%20,757 3,15717.9% $4.59万 加仓
PII POLARIS INC $30.15万0.00%4,406 2,543136.5% $17.40万 加仓
SB SAFE BULKERS INC $30.15万0.00%47,779 47,779— $30.15万 新建仓
VOD VODAFONE GROUP PLC $30.13万0.00%22,786 2,46912.2% $3.27万 加仓
— INNOVATOR ETFS TRUST $30.13万0.00%13,385 00.0% — 不变
— BLACKROCK MUNIHLDGS NJ QLTY $30.11万0.00%24,462 1560.6% $1,920 加仓
— HANCOCK JOHN PFD INCOME FD $30.11万0.00%18,575 -542-2.8% -$8,786 减仓
SMOT VANECK ETF TRUST $30.09万0.00%7,743 00.0% — 不变
— VOYA INFRASTRUCTURE INDLS & $30.08万0.00%21,733 -2,267-9.4% -$3.14万 减仓
DYN DYNE THERAPEUTICS INC $30.03万0.00%13,522 13,522— $30.03万 新建仓
MEGI NYLI CBRE GBL INFR MEGTRNDS $30.01万0.00%19,740 1310.7% $1,991 加仓
TREX TREX INC $29.96万0.00%5,988 5,363858.1% $26.84万 加仓
MYGN MYRIAD GENETICS INC $29.91万0.00%52,385 52,385— $29.91万 新建仓
ESS ESSEX PPTY TR INC $29.89万0.00%1,025 1,01510,150.0% $29.60万 重新持有
ISPY PROSHARES TR $29.82万0.00%6,189 -9,705-61.1% -$46.76万 减仓
VFC V F CORP $29.64万0.00%17,768 2,40615.7% $4.01万 加仓
SSB SOUTHSTATE BANK $29.63万0.00%2,966 983.4% $9,792 加仓
DCO DUCOMMUN INC $29.62万0.00%1,599 -56-3.4% -$1.04万 减仓
NEO NEOGENOMICS INC $29.59万0.00%20,280 20,280— $29.59万 新建仓
— TRIO TECH INTL $29.59万0.00%24,016 00.0% — 不变