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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $2,924.15万 | 0.11% | 223,319 | 168 | 0.1% | $2.20万 | 加仓 |
| KLAC | KLA CORP | $2,918.89万 | 0.11% | 19,824 | -444 | -2.2% | -$65.37万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,864.84万 | 0.10% | 195,406 | -18,607 | -8.7% | -$272.80万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,827.16万 | 0.10% | 921,498 | -131,109 | -12.5% | -$402.24万 | 减仓 |
| C | CITIGROUP INC | $2,823.95万 | 0.10% | 249,004 | 41,436 | 20.0% | $469.92万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,781.10万 | 0.10% | 270,877 | -18,291 | -6.3% | -$187.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,747.61万 | 0.10% | 39,379 | 2,079 | 5.6% | $145.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,743.46万 | 0.10% | 600,975 | -21,778 | -3.5% | -$99.42万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,715.08万 | 0.10% | 442,773 | -28,631 | -6.1% | -$175.57万 | 减仓 |
| IBDR | ISHARES TR | $2,701.40万 | 0.10% | 1,114,439 | 67,716 | 6.5% | $164.14万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2,698.39万 | 0.10% | 573,759 | 99,279 | 20.9% | $466.91万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,692.65万 | 0.10% | 99,548 | 59,169 | 146.5% | $1,600.45万 | 加仓 |
| MUNI | PIMCO ETF TR | $2,668.24万 | 0.10% | 511,255 | -19,814 | -3.7% | -$103.41万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2,629.15万 | 0.09% | 271,887 | 14,390 | 5.6% | $139.15万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,621.79万 | 0.09% | 198,620 | 8,188 | 4.3% | $108.08万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $2,612.78万 | 0.09% | 288,746 | 9,102 | 3.3% | $82.36万 | 加仓 |
| IWM | ISHARES TR | $2,611.62万 | 0.09% | 105,307 | -7,122 | -6.3% | -$176.63万 | 减仓 |
| IWD | ISHARES TR | $2,608.27万 | 0.09% | 122,070 | -4,287 | -3.4% | -$91.60万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2,605.49万 | 0.09% | 854,249 | 108,330 | 14.5% | $330.41万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,602.68万 | 0.09% | 67,884 | -842 | -1.2% | -$32.28万 | 减仓 |
| IWR | ISHARES TR | $2,533.97万 | 0.09% | 260,616 | -38,702 | -12.9% | -$376.30万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,525.50万 | 0.09% | 41,786 | 1,149 | 2.8% | $69.44万 | 加仓 |
| IBDV | ISHARES TR | $2,514.66万 | 0.09% | 1,148,770 | 13,996 | 1.2% | $30.64万 | 加仓 |
| SLQD | ISHARES TR | $2,460.65万 | 0.09% | 487,353 | 9,539 | 2.0% | $48.16万 | 加仓 |
| SHY | ISHARES TR | $2,450.36万 | 0.09% | 296,762 | 147,382 | 98.7% | $1,216.93万 | 加仓 |
| IBDW | ISHARES TR | $2,449.51万 | 0.09% | 1,170,337 | -25,509 | -2.1% | -$53.39万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,430.38万 | 0.09% | 492,279 | -120,518 | -19.7% | -$595.00万 | 减仓 |
| FEOE | RBB FUND TRUST | $2,399.95万 | 0.09% | 475,614 | 144,328 | 43.6% | $728.28万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,386.70万 | 0.09% | 492,191 | 117,992 | 31.5% | $572.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,383.18万 | 0.09% | 79,745 | -18,064 | -18.5% | -$539.84万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,361.52万 | 0.09% | 954,146 | -22,813 | -2.3% | -$56.46万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2,337.43万 | 0.08% | 237,591 | -3,351 | -1.4% | -$32.97万 | 减仓 |
| MUB | ISHARES TR | $2,317.31万 | 0.08% | 218,305 | 20,880 | 10.6% | $221.64万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2,314.14万 | 0.08% | 208,896 | 62,005 | 42.2% | $686.89万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,281.75万 | 0.08% | 205,822 | -14,617 | -6.6% | -$162.04万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2,270.49万 | 0.08% | 719,193 | 61,277 | 9.3% | $193.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,246.41万 | 0.08% | 83,019 | -28,917 | -25.8% | -$782.47万 | 减仓 |
| CORP | PIMCO ETF TR | $2,215.57万 | 0.08% | 228,881 | 58,685 | 34.5% | $568.07万 | 加仓 |
| FISR | SSGA ACTIVE TR | $2,189.94万 | 0.08% | 851,455 | 57,734 | 7.3% | $148.49万 | 加仓 |
| DE | DEERE & CO | $2,189.71万 | 0.08% | 38,873 | -34,382 | -46.9% | -$1,936.73万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,184.15万 | 0.08% | 197,714 | 30,468 | 18.2% | $336.58万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,182.97万 | 0.08% | 743,518 | 67,790 | 10.0% | $199.03万 | 加仓 |
| ENB | ENBRIDGE INC | $2,178.36万 | 0.08% | 402,357 | -37,606 | -8.5% | -$203.60万 | 减仓 |
| MO | ALTRIA GROUP INC | $2,176.38万 | 0.08% | 329,804 | -25,469 | -7.2% | -$168.07万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $2,172.35万 | 0.08% | 428,809 | 22,968 | 5.7% | $116.36万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,156.58万 | 0.08% | 462,091 | 297,616 | 180.9% | $1,388.97万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,148.76万 | 0.08% | 93,509 | 9,259 | 11.0% | $212.76万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $2,137.93万 | 0.08% | 400,587 | 5,263 | 1.3% | $28.09万 | 加仓 |
| ASML | ASML HLDG NV | $2,110.69万 | 0.08% | 15,980 | -18 | -0.1% | -$2.38万 | 减仓 |
| IBDX | ISHARES TR | $2,096.56万 | 0.08% | 829,662 | -30,551 | -3.6% | -$77.20万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,072.93万 | 0.07% | 102,024 | -111,924 | -52.3% | -$2,274.08万 | 减仓 |
| IEI | ISHARES TR | $2,041.76万 | 0.07% | 172,155 | 507 | 0.3% | $6.01万 | 加仓 |
| QCOM | QUALCOMM INC | $2,036.32万 | 0.07% | 158,124 | -244,788 | -60.8% | -$3,152.38万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,007.39万 | 0.07% | 249,118 | 44,395 | 21.7% | $357.73万 | 加仓 |
| PFE | PFIZER INC | $2,000.20万 | 0.07% | 712,319 | 3,659 | 0.5% | $10.27万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,998.63万 | 0.07% | 445,626 | 30,837 | 7.4% | $138.30万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,991.98万 | 0.07% | 675,477 | 72,846 | 12.1% | $214.82万 | 加仓 |
| IBHI | ISHARES TR | $1,991.32万 | 0.07% | 855,270 | -28,505 | -3.2% | -$66.37万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,989.51万 | 0.07% | 332,805 | -14,103 | -4.1% | -$84.31万 | 减仓 |
| IBDT | ISHARES TR | $1,988.57万 | 0.07% | 785,064 | 34,135 | 4.5% | $86.46万 | 加仓 |
| CME | CME GROUP INC | $1,988.19万 | 0.07% | 67,317 | 7,672 | 12.9% | $226.59万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,980.03万 | 0.07% | 81,088 | -8,140 | -9.1% | -$198.76万 | 减仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $1,977.55万 | 0.07% | 782,569 | 261,757 | 50.3% | $661.46万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,967.63万 | 0.07% | 42,683 | 16,847 | 65.2% | $776.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,966.80万 | 0.07% | 150,195 | -4,921 | -3.2% | -$64.44万 | 减仓 |
| DIS | DISNEY WALT CO | $1,956.78万 | 0.07% | 203,028 | -69,616 | -25.5% | -$670.96万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,954.46万 | 0.07% | 550,086 | -86,431 | -13.6% | -$307.09万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,941.41万 | 0.07% | 389,763 | 68,753 | 21.4% | $342.46万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,938.98万 | 0.07% | 27 | 0 | 0.0% | — | 不变 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $1,934.68万 | 0.07% | 300,827 | -12,713 | -4.1% | -$81.76万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,934.15万 | 0.07% | 421,475 | 55,092 | 15.0% | $252.82万 | 加仓 |
| TLT | ISHARES TR | $1,930.26万 | 0.07% | 222,662 | -13,324 | -5.6% | -$115.51万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,911.91万 | 0.07% | 265,801 | -60,186 | -18.5% | -$432.92万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,908.35万 | 0.07% | 207,950 | -35,725 | -14.7% | -$327.85万 | 减仓 |
| — | BLACKROCK CORE BD TR | $1,874.26万 | 0.07% | 477,384 | 477,384 | — | $1,874.26万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,870.41万 | 0.07% | 149,084 | 24,170 | 19.3% | $303.24万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,869.81万 | 0.07% | 641,883 | -30,969 | -4.6% | -$90.21万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,848.57万 | 0.07% | 233,199 | 3,171 | 1.4% | $25.14万 | 加仓 |
| MINO | PIMCO ETF TR | $1,848.24万 | 0.07% | 409,175 | 205,603 | 101.0% | $928.71万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,843.63万 | 0.07% | 677,183 | 387,223 | 133.5% | $1,054.22万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,835.74万 | 0.07% | 477,809 | 30,805 | 6.9% | $118.35万 | 加仓 |
| IBDS | ISHARES TR | $1,835.16万 | 0.07% | 757,080 | 33,169 | 4.6% | $80.40万 | 加仓 |
| OKE | ONEOK INC NEW | $1,832.33万 | 0.07% | 202,714 | 32,619 | 19.2% | $294.84万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,826.91万 | 0.07% | 182,345 | 18,669 | 11.4% | $187.04万 | 加仓 |
| CCJ | CAMECO CORP | $1,817.28万 | 0.07% | 167,322 | -49,608 | -22.9% | -$538.79万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $1,817.03万 | 0.07% | 406,404 | -21,043 | -4.9% | -$94.08万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,799.90万 | 0.07% | 26,383 | 8,735 | 49.5% | $595.92万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,799.02万 | 0.06% | 43,169 | -109 | -0.3% | -$4.54万 | 减仓 |
| IBMO | ISHARES TR | $1,792.86万 | 0.06% | 699,515 | 12,787 | 1.9% | $32.77万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,792.03万 | 0.06% | 211,225 | 38,851 | 22.5% | $329.61万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,788.13万 | 0.06% | 92,105 | 1,231 | 1.4% | $23.90万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,787.31万 | 0.06% | 550,618 | 8,758 | 1.6% | $28.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,783.19万 | 0.06% | 508,902 | -76,812 | -13.1% | -$269.15万 | 减仓 |
| IBHH | ISHARES TR | $1,781.61万 | 0.06% | 759,103 | -37,277 | -4.7% | -$87.49万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $1,779.05万 | 0.06% | 120,639 | -16,068 | -11.8% | -$236.95万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $1,767.81万 | 0.06% | 588,682 | 108,051 | 22.5% | $324.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,764.78万 | 0.06% | 480,081 | -50,703 | -9.6% | -$186.38万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,746.28万 | 0.06% | 527,417 | 43,661 | 9.0% | $144.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,742.23万 | 0.06% | 225,940 | 15,959 | 7.6% | $123.06万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,737.64万 | 0.06% | 82,734 | -155,595 | -65.3% | -$3,267.91万 | 减仓 |