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
VNO VORNADO RLTY TR $22.17万0.00%5,641 5,641— $22.17万 新建仓
GQI NATIXIS GATEWAY $22.06万0.00%3,729 -675-15.3% -$3.99万 减仓
GMAY FIRST TR EXCHNG TRADED FD VI $22.06万0.00%5,125 5,125— $22.06万 新建仓
— VERU INC $22.05万0.00%70,439 1140.2% $357 加仓
TPIF TIMOTHY PLAN $22.04万0.00%5,908 671.1% $2,500 加仓
— INNOVATOR ETFS TRUST $22.03万0.00%11,000 11,000— $22.03万 新建仓
— LIFETIME BRANDS INC $22.01万0.00%25,802 25,802— $22.01万 新建仓
ASH ASHLAND INC $22.00万0.00%3,339 3,32933,290.0% $21.93万 加仓
— NUVEEN ARIZONA QLTY MUN INC $21.99万0.00%17,604 00.0% — 不变
LMAT LEMAITRE VASCULAR INC $21.98万0.00%2,291 -16-0.7% -$1,535 减仓
SVAL ISHARES TR $21.95万0.00%5,253 5,2009,811.3% $21.73万 加仓
— PROSHARES TR II $21.93万0.00%5,000 1,32536.1% $5.81万 加仓
DIVB ISHARES TR $21.84万0.00%3,545 -498-12.3% -$3.07万 减仓
— RIVERNORTH OPPORTUNITIES FD $21.80万0.00%18,700 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $21.77万0.00%47,126 12,98438.0% $6.00万 加仓
— INVESCO EXCH TRADED FD TR II $21.72万0.00%17,484 16,9393,108.1% $21.04万 加仓
— JOHN HANCOCK EXCHANGE TRADED $21.67万0.00%8,232 8,232— $21.67万 新建仓
NMAX NEWSMAX INC $21.59万0.00%26,074 8,65949.7% $7.17万 加仓
CVLT COMMVAULT SYS INC $21.53万0.00%1,519 28823.4% $4.08万 重新持有
OSUR ORASURE TECHNOLOGIES INC $21.52万0.00%48,261 5071.1% $2,261 加仓
UDR UDR INC $21.52万0.00%5,390 5,3308,883.3% $21.28万 加仓
DB DEUTSCHE BK AG $21.46万0.00%6,358 -3,009-32.1% -$10.16万 减仓
— VIRTUS STONE HBR EMRG MKTS I $21.44万0.00%38,424 -58,481-60.3% -$32.63万 减仓
POR PORTLAND GEN ELEC CO $21.40万0.00%4,130 3,9301,965.0% $20.37万 加仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $21.37万0.00%20,743 -2,364-10.2% -$2.43万 减仓
ALC ALCON AG $21.35万0.00%3,182 -122-3.7% -$8,187 减仓
— UNITED MARITIME CORPORATION $21.33万0.00%81,105 54,773208.0% $14.41万 加仓
CENX CENTURY ALUMINUM $21.32万0.00%4,634 1212.7% $5,567 加仓
— TPG MTG INVTS TR INC $21.28万0.00%26,869 6,44431.5% $5.10万 加仓
— FIDELITY COVINGTON TRUST $21.28万0.00%7,773 220.3% $602 加仓
— SANTACRUZ SILVER MNG LTD $21.24万0.00%32,734 32,734— $21.24万 新建仓
— PUTNAM MANAGED MUN INCOME TR $21.20万0.00%32,419 00.0% — 不变
DINT DAVIS FUNDAMENTAL ETF TR $21.20万0.00%7,438 -3,971-34.8% -$11.32万 减仓
NWN NORTHWEST NAT HLDG CO $21.18万0.00%4,317 -361-7.7% -$1.77万 减仓
GTLB GITLAB INC $21.15万0.00%6,928 -5,615-44.8% -$17.14万 重新持有
SLF SUN LIFE FINANCIAL INC. $21.05万0.00%2,685 2,5772,386.1% $20.21万 加仓
— INNOVATOR ETFS TRUST $21.05万0.00%6,550 6,550— $21.05万 新建仓
ACT ENACT HOLDINGS $21.01万0.00%4,596 1894.3% $8,640 加仓
BGIG ETF SER SOLUTIONS $21.01万0.00%5,853 -199-3.3% -$7,143 减仓
— INNOVATOR ETFS TRUST $20.95万0.00%10,500 00.0% — 不变
— AMPLIFY ETF TR $20.93万0.00%7,588 7,588— $20.93万 新建仓
— FIRST TRUST $20.91万0.00%3,151 20.1% $133 加仓
RRX REGAL REXNORD CORPORATION $20.84万0.00%875 8669,622.2% $20.63万 重新持有
PZZA PAPA JOHNS INTL INC $20.81万0.00%5,661 5,5605,505.0% $20.44万 加仓
MFG MIZUHO FINANCIAL GROUP INC $20.81万0.00%21,722 6,71044.7% $6.43万 加仓
ADC AGREE RLTY CORP $20.75万0.00%2,739 2,6282,367.6% $19.91万 加仓
— ALLSPRING MULTI SECTOR INCOM $20.72万0.00%22,500 00.0% — 不变
MRVI MARAVAI LIFESCIENCES HLDGS I $20.71万0.00%33,193 33,14772,058.7% $20.68万 重新持有
— BEELINE HOLDINGS INC $20.70万0.00%169,700 -83,150-32.9% -$10.14万 减仓
TOST TOAST INC $20.70万0.00%7,440 -2,597-25.9% -$7.22万 减仓
— PERFORMANCE SHIPPING INC $20.68万0.00%123,088 2990.2% $502 加仓
SNDA SONIDA SENIOR $20.58万0.00%5,045 -7,412-59.5% -$30.24万 减仓
— SUPERIOR GROUP OF CO INC $20.57万0.00%15,677 15,0942,589.0% $19.80万 重新持有
VTS VITESSE ENERGY INC $20.53万0.00%13,021 -1,526-10.5% -$2.41万 减仓
PLXS PLEXUS CORP $20.51万0.00%682 682— $20.51万 新建仓
PK PARK HOTELS & RESORTS INC $20.49万0.00%14,382 -26,454-64.8% -$37.70万 减仓
THG HANOVER INS GROUP INC $20.48万0.00%957 957— $20.48万 新建仓
— ROUNDHILL ETF TRUST $20.42万0.00%12,355 4854.1% $8,017 加仓
— PROSHARES TR $20.42万0.00%3,591 35010.8% $1.99万 加仓
VCYT VERACYTE INC $20.38万0.00%3,470 3,45624,685.7% $20.30万 重新持有
RWO SPDR INDEX SHS FDS $20.38万0.00%4,099 3,9272,283.1% $19.52万 加仓
TMP TOMPKINS FINL CORP $20.37万0.00%2,155 2,155— $20.37万 新建仓
— WSTRN AST GLBL CORP OPP FD I $20.35万0.00%18,970 -700-3.6% -$7,511 减仓
FTMH PUTNAM ETF TRUST $20.32万0.00%17,104 6,63563.4% $7.88万 加仓
XNIEX VIRTUS EQUITY $20.29万0.00%7,554 470.6% $1,262 加仓
NEXA NEXA RES S A $20.29万0.00%16,576 16,576— $20.29万 新建仓
KEX KIRBY CORP $20.26万0.00%1,490 1,48116,455.6% $20.14万 加仓
— INNOVATOR ETFS TRUST $20.24万0.00%4,924 -300-5.7% -$1.23万 重新持有
DFSB DIMENSIONAL ETF TRUST $20.24万0.00%3,884 -5,003-56.3% -$26.07万 减仓
OSBC OLD SECOND BANCORP INC DEL $20.20万0.00%8,660 8,660— $20.20万 新建仓
NWL NEWELL BRANDS INC $20.12万0.00%32,763 3,56112.2% $2.19万 加仓
QUBT QUANTUM COMPUTING INC $20.10万0.00%20,718 9,78189.4% $9.49万 加仓
XBGYX BLACKROCK ENHANCED INTL DIV $20.04万0.00%34,916 00.0% — 不变
KD KYNDRYL HLDGS INC $19.99万0.00%17,676 16,3621,245.2% $18.51万 加仓
DFSD DIMENSIONAL SHORT $19.96万0.00%4,180 2085.2% $9,932 加仓
— CALAMOS ETF TR $19.77万0.00%10,000 00.0% — 不变
PRCH PORCH GROUP INC $19.77万0.00%13,143 13,143— $19.77万 新建仓
LYG LLOYDS BANKING GROUP PLC $19.68万0.00%33,749 4,75216.4% $2.77万 加仓
— ABERDEEN INDIA FD INC $19.66万0.00%16,732 -2,257-11.9% -$2.65万 减仓
— MATERIALISE NV $19.54万0.00%26,300 24,7591,606.7% $18.40万 加仓
ADMA ADMA BIOLOGICS INC $19.53万0.00%23,332 23,0879,423.3% $19.32万 加仓
BUCK SIMPLIFY TREASURY $19.42万0.00%8,291 1,30918.7% $3.07万 加仓
PPT PUTNAM PREMIER INCOME TR $19.40万0.00%55,600 -5,900-9.6% -$2.06万 减仓
TRMK TRUSTMARK CORP $19.40万0.00%4,217 10.0% $46 加仓
INGR INGREDION INC $19.23万0.00%2,031 -109-5.1% -$1.03万 减仓
KBE STATE STREET $19.23万0.00%2,818 -1,413-33.4% -$9.64万 减仓
JBLU JETBLUE AIRWAYS CORP $19.17万0.00%33,456 32,3783,003.5% $18.55万 加仓
KDK KODIAK AI $19.15万0.00%37,701 37,701— $19.15万 新建仓
— SP FUNDS $19.12万0.00%10,617 910.9% $1,639 加仓
— ORCHESTRA BIOMED HLDGS INC $19.02万0.00%44,083 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $19.01万0.00%16,792 -230-1.4% -$2,604 减仓
DBB INVESCO DB $18.99万0.00%7,879 00.0% — 不变
— CATALYST BANCORP INC $18.99万0.00%11,500 -10,000-46.5% -$16.51万 减仓
RXT RACKSPACE TECHNOLOGY INC $18.94万0.00%29,000 28,7009,566.7% $18.74万 加仓
SDVD FIRST TRUST $18.90万0.00%8,184 80.1% $185 加仓
CGIE CAPITAL GROUP $18.77万0.00%5,104 10.0% $37 加仓
NB NIOCORP DEVS LTD $18.76万0.00%38,921 8032.1% $3,870 加仓
SD SANDRIDGE ENERGY $18.56万0.00%13,550 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $18.25万0.00%23,573 9,60768.8% $7.44万 加仓
— WISDOMTREE INTL $18.17万0.00%3,228 2,654462.4% $14.94万 加仓