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
PWV INVESCO EXCHANGE TRADED FD T $25.91万0.00%3,420 3,1731,284.6% $24.04万 加仓
ESI ELEMENT SOLUTIONS INC $25.89万0.00%5,422 4,473471.3% $21.36万 加仓
GPK GRAPHIC PACKAGING HLDG CO $25.79万0.00%24,400 22,2591,039.7% $23.53万 加仓
SMP STANDARD MTR PRODS INC $25.77万0.00%6,612 -89-1.3% -$3,468 减仓
— COHEN & STEERS SELECT PFD & $25.76万0.00%12,798 -596-4.4% -$1.20万 减仓
SMFG SUMITOMO MITSUI FIN GRP INC $25.73万0.00%10,911 9,9511,036.6% $23.47万 加仓
— GLOBAL X FDS $25.71万0.00%6,666 5,187350.7% $20.01万 加仓
KLAR KLARNA GROUP PLC $25.67万0.00%12,683 11,7571,269.7% $23.80万 加仓
DCI DONALDSON CO $25.65万0.00%2,857 -1-0.0% -$90 减仓
CIGI COLLIERS INTL GROUP INC $25.59万0.00%2,728 48021.4% $4.50万 加仓
CM CANADIAN IMPERIAL BANK OF CO $25.58万0.00%2,224 80.4% $920 加仓
— ABRDN GLOBAL PREMIER PPTYS F $25.49万0.00%21,531 -1,386-6.0% -$1.64万 减仓
SEB SEABOARD CORP DEL $25.45万0.00%57 714.0% $3.13万 加仓
— FIRST TRUST $25.36万0.00%2,598 -818-23.9% -$7.98万 减仓
AGYS AGILYSYS INC $25.22万0.00%2,413 -175-6.8% -$1.83万 减仓
FHB FIRST HAWAIIAN INC $25.21万0.00%8,606 8,606— $25.21万 新建仓
HAP VANECK ETF TRUST $25.20万0.00%3,673 -35-0.9% -$2,401 减仓
MDIV FIRST TRUST $25.19万0.00%15,242 -717-4.5% -$1.18万 减仓
TSPA T ROWE PRICE EXCHANGE-TRADED $25.16万0.00%5,294 5,294— $25.16万 新建仓
NPO ENPRO INC $25.14万0.00%667 -239-26.4% -$9.01万 减仓
— FIRST TR EXCHANGE-TRADED FD $25.14万0.00%11,801 -5,171-30.5% -$11.01万 减仓
PALL ABRDN PALLADIUM ETF TRUST $25.10万0.00%11,368 -1,737-13.3% -$3.84万 减仓
DAR DARLING INGREDIENTS INC $25.06万0.00%4,588 4,588— $25.06万 新建仓
GSG ISHARES S&P GSCI COMMODITY- $24.92万0.00%8,712 1,08114.2% $3.09万 加仓
— ARES DYNAMIC CR ALLOCATION F $24.80万0.00%19,639 00.0% — 不变
BHVN BIOHAVEN LTD $24.79万0.00%16,659 15,6341,525.3% $23.26万 加仓
FORM FORMFACTOR INC $24.74万0.00%1,547 1,547— $24.74万 新建仓
HWKN HAWKINS INC $24.66万0.00%1,736 1,736— $24.66万 新建仓
— ELTEK LTD $24.61万0.00%25,907 00.0% — 不变
LINE LINEAGE INC $24.57万0.00%5,681 5,66637,773.3% $24.51万 加仓
EMNT PIMCO ENHANCED $24.54万0.00%2,480 2,050476.7% $20.28万 加仓
— RIVERNORTH MANAGED DUR MUN I $24.47万0.00%16,550 -1,300-7.3% -$1.92万 减仓
AFG AMERICAN FINANCIAL GROUP INC $24.46万0.00%1,748 1,7267,845.5% $24.15万 加仓
SMIZ ZACKS TRUST $24.43万0.00%5,475 5,475— $24.43万 新建仓
QQQE DIREXION SHARES ETF TRUST $24.32万0.00%1,994 1,734666.9% $21.15万 加仓
BMOP BNY MELLON ETF TRUST II $24.27万0.00%9,626 670.7% $1,689 加仓
BBJP J P MORGAN EXCHANGE TRADED F $24.23万0.00%3,217 2,494345.0% $18.79万 加仓
— AMPLIFY ETF TR $24.21万0.00%10,875 00.0% — 不变
HEI/A HEICO CORP NEW $24.21万0.00%939 9103,137.9% $23.46万 加仓
— TEMPLETON EMERGING MKTS INCO $24.20万0.00%35,900 -2,200-5.8% -$1.48万 减仓
— MFS GOVT MKTS INCOME TR $24.14万0.00%84,100 -23,100-21.5% -$6.63万 减仓
MMU WESTERN ASSET MANAGED MUNS F $24.06万0.00%23,094 -9,336-28.8% -$9.73万 减仓
SLG SL GREEN RLTY CORP $24.06万0.00%4,648 4,2641,110.4% $22.07万 加仓
ZROZ PIMCO ETF TR $23.96万0.00%3,738 -3,977-51.5% -$25.50万 减仓
— AIM ETF PRODUCTS TRUST $23.93万0.00%9,318 -325-3.4% -$8,348 减仓
TYG TORTOISE ENERGY INFRSTRCTR C $23.93万0.00%5,581 63112.7% $2.71万 加仓
— COLUMBIA ETF TR I $23.91万0.00%5,891 5,891— $23.91万 新建仓
KOMP STATE STREET $23.85万0.00%3,336 501.5% $3,575 加仓
— GATES INDL CORP PLC $23.85万0.00%8,527 7,628848.5% $21.34万 加仓
GDE WISDOMTREE EFFICIENT $23.78万0.00%3,892 -16-0.4% -$978 减仓
TNA DIREXION SHARES ETF TRUST $23.71万0.00%3,157 2,817828.5% $21.16万 加仓
BKTI BK TECHNOLOGIES CORPORATION $23.70万0.00%2,756 -3,918-58.7% -$33.69万 重新持有
— NUSHARES ETF TR $23.69万0.00%7,279 7,279— $23.69万 新建仓
DJP BARCLAYS BANK PLC $23.65万0.00%5,410 5,3004,818.2% $23.17万 加仓
IBDZ ISHARES TR $23.62万0.00%9,069 9,069— $23.62万 新建仓
IMTB ISHARES TR $23.62万0.00%5,415 5,415— $23.62万 新建仓
RYAM RAYONIER ADVANCED MATLS INC $23.60万0.00%30,023 28,6902,152.3% $22.55万 加仓
RH RH $23.59万0.00%1,432 00.0% — 不变
BFST BUSINESS FIRST $23.56万0.00%7,667 6,284454.4% $19.31万 加仓
BFAM BRIGHT HORIZONS FAM SOL IN D $23.56万0.00%3,324 3,1591,914.5% $22.39万 加仓
— SOURCE CAPITAL $23.53万0.00%5,120 -59-1.1% -$2,712 减仓
— SKYWATER TECHNOLOGY $23.52万0.00%6,755 00.0% — 不变
— FIDELITY MERRIMACK STR TR $23.50万0.00%4,572 4,572— $23.50万 新建仓
BXP BXP INC $23.48万0.00%3,541 3,51714,654.2% $23.32万 加仓
— KRANESHARES TRUST $23.46万0.00%8,525 8,525— $23.46万 新建仓
PDD PDD HOLDINGS INC $23.43万0.00%3,072 -1,605-34.3% -$12.24万 减仓
— FRIEDMAN INDS INC $23.43万0.00%7,281 -4,916-40.3% -$15.82万 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $23.34万0.00%19,304 -2,108-9.8% -$2.55万 减仓
— FIRST TR EXCHNG TRADED FD VI $23.34万0.00%8,613 -570-6.2% -$1.54万 减仓
FIBK FIRST INTERSTATE $23.24万0.00%6,027 6,027— $23.24万 新建仓
HTGC HERCULES CAPITAL INC $23.21万0.00%14,716 -1,543-9.5% -$2.43万 减仓
GGG GRACO INC $23.18万0.00%3,065 30.1% $227 加仓
— EATON VANCE TAX MNGED BUY WR $23.15万0.00%14,896 13,300833.3% $20.67万 加仓
ENVX ENOVIX CORPORATION $23.11万0.00%38,065 -3,395-8.2% -$2.06万 减仓
HYFI AB ACTIVE ETFS INC $22.99万0.00%6,158 6,0686,742.2% $22.66万 加仓
— PGIM ROCK ETF TR $22.99万0.00%7,075 00.0% — 不变
— INNOVATOR ETFS TRUST $22.97万0.00%10,456 00.0% — 不变
— MASTECH HLDGS INC $22.95万0.00%29,695 17,569144.9% $13.58万 加仓
— FIRST TR EXCHNG TRADED FD VI $22.93万0.00%6,800 00.0% — 不变
— AIRSHIP AI HLDGS INC $22.87万0.00%95,705 95,705— $22.87万 新建仓
FLNG FLEX LNG LTD $22.87万0.00%8,149 2763.5% $7,744 加仓
UI UBIQUITI INC $22.86万0.00%428 -22-4.9% -$1.17万 减仓
TIC TIC SOLUTIONS INC $22.82万0.00%28,210 2,3659.2% $1.91万 加仓
RCKY ROCKY BRANDS INC $22.82万0.00%5,533 -1,328-19.4% -$5.48万 减仓
TVTX TRAVERE THERAPEUTICS INC $22.81万0.00%4,015 -2,446-37.9% -$13.89万 重新持有
AXTI AXT INC $22.76万0.00%3,158 1,39479.0% $10.05万 加仓
NTSI WISDOMTREE TR $22.74万0.00%4,879 -677-12.2% -$3.15万 减仓
ISCF ISHARES TR $22.69万0.00%5,242 521.0% $2,251 加仓
— WISDOMTREE TR $22.68万0.00%3,933 250.6% $1,442 加仓
— CPS TECHNOLOGIES CORP $22.67万0.00%41,072 00.0% — 不变
FFA FIRST TR ENHANCED EQUITY $22.65万0.00%10,130 -2,000-16.5% -$4.47万 减仓
TNGY TORTOISE CAPITAL SERIES TRUS $22.60万0.00%23,272 -5,042-17.8% -$4.90万 减仓
TSLX SIXTH STREET SPECIALTY LENDI $22.56万0.00%13,142 -2,189-14.3% -$3.76万 减仓
HEDJ WISDOMTREE TR $22.52万0.00%3,950 3,950— $22.52万 新建仓
TNL TRAVEL PLUS LEISURE CO $22.36万0.00%2,925 2,90313,195.5% $22.19万 加仓
PEO ADAM NAT RES FD INC $22.35万0.00%9,041 1561.8% $3,856 加仓
HODL VANECK BITCOIN ETF $22.28万0.00%13,416 -7,137-34.7% -$11.85万 减仓
KRP KIMBELL RTY PARTNERS LP $22.23万0.00%15,302 13,302665.1% $19.33万 加仓
DFTX DEFINIUM THERAPEUTICS INC $22.21万0.00%4,721 4,71467,342.9% $22.17万 加仓
SKOR FLEXSHARES TR $22.17万0.00%4,567 -66-1.4% -$3,204 减仓