NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $3,393.40万 | 0.10% | 99,590 | 2,956 | 3.1% | $100.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,392.32万 | 0.10% | 113,810 | 21,705 | 23.6% | $646.96万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $3,374.25万 | 0.10% | 957,504 | 103,255 | 12.1% | $363.87万 | 加仓 |
| AMGN | AMGEN INC | $3,369.14万 | 0.10% | 93,040 | -2,899 | -3.0% | -$104.98万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $3,340.97万 | 0.10% | 912,834 | 735,242 | 414.0% | $2,690.99万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $3,325.10万 | 0.10% | 116,690 | -3,949 | -3.3% | -$112.53万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $3,306.05万 | 0.10% | 656,092 | 55,117 | 9.2% | $277.73万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $3,305.53万 | 0.10% | 725,049 | 40,790 | 6.0% | $185.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,294.80万 | 0.10% | 1,039,042 | 117,544 | 12.8% | $372.73万 | 加仓 |
| ASML | ASML HLDG NV | $3,279.80万 | 0.10% | 16,486 | 506 | 3.2% | $100.67万 | 加仓 |
| SGOV | ISHARES TR | $3,278.33万 | 0.10% | 325,651 | 12,203 | 3.9% | $122.85万 | 加仓 |
| IWM | ISHARES TR | $3,276.11万 | 0.10% | 109,040 | 3,733 | 3.5% | $112.16万 | 加仓 |
| COWZ | PACER FDS TR | $3,263.30万 | 0.10% | 524,646 | -9,163 | -1.7% | -$56.99万 | 减仓 |
| AMLP | ALPS ETF TR | $3,255.77万 | 0.10% | 627,920 | 70,402 | 12.6% | $365.03万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,236.93万 | 0.10% | 200,379 | 59,349 | 42.1% | $958.73万 | 加仓 |
| INTC | INTEL CORP | $3,217.36万 | 0.10% | 230,420 | -12,014 | -5.0% | -$167.75万 | 减仓 |
| GLW | CORNING INC | $3,185.79万 | 0.09% | 124,723 | 14,829 | 13.5% | $378.78万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,149.74万 | 0.09% | 423,693 | 4,331 | 1.0% | $32.20万 | 加仓 |
| PEP | PEPSICO INC | $3,138.93万 | 0.09% | 231,826 | 1,872 | 0.8% | $25.35万 | 加仓 |
| MUNI | PIMCO ETF TR | $3,130.11万 | 0.09% | 595,078 | 83,823 | 16.4% | $440.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,119.59万 | 0.09% | 104,723 | 24,003 | 29.7% | $715.02万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,115.79万 | 0.09% | 431,073 | -11,700 | -2.6% | -$84.57万 | 减仓 |
| IWR | ISHARES TR | $3,113.96万 | 0.09% | 282,266 | 21,650 | 8.3% | $238.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $3,048.35万 | 0.09% | 192,131 | -3,275 | -1.7% | -$51.96万 | 减仓 |
| GRNY | TIDAL TRUST I | $3,048.22万 | 0.09% | 1,102,432 | 380,940 | 52.8% | $1,053.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,038.65万 | 0.09% | 1,096,983 | 142,837 | 15.0% | $395.66万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $3,034.52万 | 0.09% | 598,998 | -315,403 | -34.5% | -$1,597.83万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,030.26万 | 0.09% | 281,884 | 44,293 | 18.6% | $476.15万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,000.95万 | 0.09% | 659,694 | -618,937 | -48.4% | -$2,815.54万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2,980.56万 | 0.09% | 795,666 | 76,473 | 10.6% | $286.47万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,980.21万 | 0.09% | 325,208 | -136,008 | -29.5% | -$1,246.38万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $2,943.35万 | 0.09% | 87,942 | 35,491 | 67.7% | $1,187.85万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,931.26万 | 0.09% | 172,549 | 48,125 | 38.7% | $817.55万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,924.63万 | 0.09% | 85,041 | 5,296 | 6.6% | $182.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,920.12万 | 0.09% | 230,694 | 7,375 | 3.3% | $93.35万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,908.82万 | 0.09% | 279,802 | 7,915 | 2.9% | $82.28万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,888.77万 | 0.09% | 401,497 | 71,693 | 21.7% | $515.83万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,885.94万 | 0.09% | 117,214 | 35,085 | 42.7% | $863.83万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,839.62万 | 0.08% | 29,426 | 7,380 | 33.5% | $712.17万 | 加仓 |
| IWD | ISHARES TR | $2,831.24万 | 0.08% | 116,785 | -5,285 | -4.3% | -$128.13万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2,818.17万 | 0.08% | 584,925 | 11,166 | 1.9% | $53.80万 | 加仓 |
| DE | DEERE & CO | $2,756.72万 | 0.08% | 43,459 | 4,586 | 11.8% | $290.90万 | 加仓 |
| IBDR | ISHARES TR | $2,754.65万 | 0.08% | 1,136,875 | 22,436 | 2.0% | $54.36万 | 加仓 |
| QCOM | QUALCOMM INC | $2,746.17万 | 0.08% | 148,610 | -9,514 | -6.0% | -$175.81万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,717.42万 | 0.08% | 824,209 | 80,691 | 10.9% | $266.04万 | 加仓 |
| SGOL | ETFS GOLD TR | $2,659.53万 | 0.08% | 695,666 | 393,006 | 129.9% | $1,502.46万 | 加仓 |
| IBDV | ISHARES TR | $2,657.87万 | 0.08% | 1,219,208 | 70,438 | 6.1% | $153.55万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2,648.85万 | 0.08% | 155,686 | 77,403 | 98.9% | $1,316.94万 | 加仓 |
| MUB | ISHARES TR | $2,642.69万 | 0.08% | 245,557 | 27,252 | 12.5% | $293.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,626.13万 | 0.08% | 210,495 | 12,781 | 6.5% | $159.46万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $2,556.46万 | 0.08% | 497,684 | 68,875 | 16.1% | $353.79万 | 加仓 |
| SLQD | ISHARES TR | $2,535.55万 | 0.08% | 503,384 | 16,031 | 3.3% | $80.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,533.59万 | 0.08% | 243,708 | 45,088 | 22.7% | $468.74万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $2,532.86万 | 0.08% | 681,610 | 642,585 | 1,646.6% | $2,387.85万 | 加仓 |
| IBDW | ISHARES TR | $2,522.47万 | 0.08% | 1,210,400 | 40,063 | 3.4% | $83.49万 | 加仓 |
| SLV | ISHARES SILVER TR | $2,499.38万 | 0.07% | 467,435 | 6,163 | 1.3% | $32.95万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,460.99万 | 0.07% | 710,858 | 35,381 | 5.2% | $122.49万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $2,456.03万 | 0.07% | 716,670 | 214,836 | 42.8% | $736.24万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $2,445.79万 | 0.07% | 414,401 | 13,814 | 3.4% | $81.53万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $2,444.02万 | 0.07% | 189,430 | 86,133 | 83.4% | $1,111.29万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $2,440.19万 | 0.07% | 537,367 | -564,849 | -51.2% | -$2,564.98万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,371.19万 | 0.07% | 47,895 | 13,425 | 38.9% | $664.65万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,360.93万 | 0.07% | 105,928 | 12,419 | 13.3% | $276.80万 | 加仓 |
| LOW | LOWES COS INC | $2,328.60万 | 0.07% | 105,610 | -139,488 | -56.9% | -$3,075.58万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,314.47万 | 0.07% | 431,724 | -60,555 | -12.3% | -$324.64万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,262.40万 | 0.07% | 668,557 | 26,674 | 4.2% | $90.26万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $2,236.92万 | 0.07% | 143,770 | 2,609 | 1.8% | $40.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,215.74万 | 0.07% | 29,035 | -4,913 | -14.5% | -$374.93万 | 减仓 |
| IBDX | ISHARES TR | $2,207.82万 | 0.07% | 876,466 | 46,804 | 5.6% | $117.90万 | 加仓 |
| CCJ | CAMECO CORP | $2,202.63万 | 0.07% | 216,241 | 48,919 | 29.2% | $498.29万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,192.92万 | 0.07% | 44,647 | 1,478 | 3.4% | $72.59万 | 加仓 |
| MPC | MARATHON PETE CORP | $2,192.30万 | 0.07% | 85,748 | 4,660 | 5.7% | $119.14万 | 加仓 |
| CSX | CSX CORP | $2,177.85万 | 0.06% | 458,205 | 48,884 | 11.9% | $232.35万 | 加仓 |
| FISR | SSGA ACTIVE TR | $2,175.97万 | 0.06% | 848,331 | -3,124 | -0.4% | -$8.01万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,173.28万 | 0.06% | 345,568 | 53,009 | 18.1% | $333.37万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $2,156.77万 | 0.06% | 636,780 | 86,162 | 15.6% | $291.83万 | 加仓 |
| IBDT | ISHARES TR | $2,148.00万 | 0.06% | 850,687 | 65,623 | 8.4% | $165.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,145.73万 | 0.06% | 240,553 | 29,328 | 13.9% | $261.61万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,145.58万 | 0.06% | 575,840 | 25,754 | 4.7% | $95.96万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,142.67万 | 0.06% | 200,007 | -5,815 | -2.8% | -$62.30万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $2,138.78万 | 0.06% | 468,004 | 22,378 | 5.0% | $102.27万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $2,136.12万 | 0.06% | 793,139 | 10,570 | 1.4% | $28.47万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2,129.16万 | 0.06% | 41,792 | 6 | 0.0% | $3,057 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,128.93万 | 0.06% | 221,809 | 72,725 | 48.8% | $698.02万 | 加仓 |
| IBHI | ISHARES TR | $2,123.22万 | 0.06% | 907,747 | 52,477 | 6.1% | $122.74万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,121.28万 | 0.06% | 355,145 | 22,340 | 6.7% | $133.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,119.86万 | 0.06% | 94,658 | -7,366 | -7.2% | -$164.96万 | 减仓 |
| ENB | ENBRIDGE INC | $2,116.82万 | 0.06% | 390,485 | -11,872 | -3.0% | -$64.36万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $2,096.07万 | 0.06% | 576,001 | 48,584 | 9.2% | $176.80万 | 加仓 |
| SHY | ISHARES TR | $2,095.82万 | 0.06% | 255,245 | -41,517 | -14.0% | -$340.90万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,093.38万 | 0.06% | 209,004 | 26,659 | 14.6% | $267.02万 | 加仓 |
| MINO | PIMCO ETF TR | $2,088.97万 | 0.06% | 456,505 | 47,330 | 11.6% | $216.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,083.42万 | 0.06% | 499,261 | 19,180 | 4.0% | $80.04万 | 加仓 |
| ESGU | ISHARES TR | $2,080.87万 | 0.06% | 127,139 | 22,684 | 21.7% | $371.27万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $2,067.57万 | 0.06% | 824,063 | 89,737 | 12.2% | $225.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,060.91万 | 0.06% | 227,122 | -43,755 | -16.2% | -$397.03万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2,049.96万 | 0.06% | 452,132 | 30,657 | 7.3% | $139.00万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $2,027.78万 | 0.06% | 182,925 | -105,821 | -36.6% | -$1,173.06万 | 减仓 |
| — | SOUTHSTATE BK CORP | $2,022.54万 | 0.06% | 159,003 | 15,171 | 10.5% | $192.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,021.19万 | 0.06% | 50,825 | 8,142 | 19.1% | $323.79万 | 加仓 |