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
CB CHUBB LIMITED $3,393.40万0.10%99,590 2,9563.1% $100.72万 加仓
TXN TEXAS INSTRS INC $3,392.32万0.10%113,810 21,70523.6% $646.96万 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $3,374.25万0.10%957,504 103,25512.1% $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%912,834 735,242414.0% $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 55,1179.2% $277.73万 加仓
DBND DOUBLELINE ETF TRUST $3,305.53万0.10%725,049 40,7906.0% $185.96万 加仓
SCHD SCHWAB STRATEGIC TR $3,294.80万0.10%1,039,042 117,54412.8% $372.73万 加仓
ASML ASML HLDG NV $3,279.80万0.10%16,486 5063.2% $100.67万 加仓
SGOV ISHARES TR $3,278.33万0.10%325,651 12,2033.9% $122.85万 加仓
IWM ISHARES TR $3,276.11万0.10%109,040 3,7333.5% $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 70,40212.6% $365.03万 加仓
SPMO INVESCO EXCH TRADED FD TR II $3,236.93万0.10%200,379 59,34942.1% $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 14,82913.5% $378.78万 加仓
WMB WILLIAMS COS INC $3,149.74万0.09%423,693 4,3311.0% $32.20万 加仓
PEP PEPSICO INC $3,138.93万0.09%231,826 1,8720.8% $25.35万 加仓
MUNI PIMCO ETF TR $3,130.11万0.09%595,078 83,82316.4% $440.91万 加仓
MRVL MARVELL TECHNOLOGY INC $3,119.59万0.09%104,723 24,00329.7% $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 21,6508.3% $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%1,102,432 380,94052.8% $1,053.30万 加仓
SCHF SCHWAB STRATEGIC TR $3,038.65万0.09%1,096,983 142,83715.0% $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 44,29318.6% $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 76,47310.6% $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 35,49167.7% $1,187.85万 加仓
ANET ARISTA NETWORKS INC $2,931.26万0.09%172,549 48,12538.7% $817.55万 加仓
VV VANGUARD INDEX FDS $2,924.63万0.09%85,041 5,2966.6% $182.13万 加仓
DUK DUKE ENERGY CORP NEW $2,920.12万0.09%230,694 7,3753.3% $93.35万 加仓
MOAT VANECK ETF TRUST $2,908.82万0.09%279,802 7,9152.9% $82.28万 加仓
MO ALTRIA GROUP INC $2,888.77万0.09%401,497 71,69321.7% $515.83万 加仓
VXF VANGUARD INDEX FDS $2,885.94万0.09%117,214 35,08542.7% $863.83万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $2,839.62万0.08%29,426 7,38033.5% $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 11,1661.9% $53.80万 加仓
DE DEERE & CO $2,756.72万0.08%43,459 4,58611.8% $290.90万 加仓
IBDR ISHARES TR $2,754.65万0.08%1,136,875 22,4362.0% $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 80,69110.9% $266.04万 加仓
SGOL ETFS GOLD TR $2,659.53万0.08%695,666 393,006129.9% $1,502.46万 加仓
IBDV ISHARES TR $2,657.87万0.08%1,219,208 70,4386.1% $153.55万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $2,648.85万0.08%155,686 77,40398.9% $1,316.94万 加仓
MUB ISHARES TR $2,642.69万0.08%245,557 27,25212.5% $293.29万 加仓
AVUV AMERICAN CENTY ETF TR $2,626.13万0.08%210,495 12,7816.5% $159.46万 加仓
FMB FIRST TR EXCH TRADED FD III $2,556.46万0.08%497,684 68,87516.1% $353.79万 加仓
SLQD ISHARES TR $2,535.55万0.08%503,384 16,0313.3% $80.75万 加仓
COP CONOCOPHILLIPS $2,533.59万0.08%243,708 45,08822.7% $468.74万 加仓
MIAX MIAMI INTL HLDGS INC $2,532.86万0.08%681,610 642,5851,646.6% $2,387.85万 加仓
IBDW ISHARES TR $2,522.47万0.08%1,210,400 40,0633.4% $83.49万 加仓
SLV ISHARES SILVER TR $2,499.38万0.07%467,435 6,1631.3% $32.95万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $2,460.99万0.07%710,858 35,3815.2% $122.49万 加仓
BALT INNOVATOR ETFS TRUST $2,456.03万0.07%716,670 214,83642.8% $736.24万 加仓
NJAN INNOVATOR ETFS TRUST $2,445.79万0.07%414,401 13,8143.4% $81.53万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $2,444.02万0.07%189,430 86,13383.4% $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 13,42538.9% $664.65万 加仓
WM WASTE MGMT INC DEL $2,360.93万0.07%105,928 12,41913.3% $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 26,6744.2% $90.26万 加仓
SPHB INVESCO EXCH TRADED FD TR II $2,236.92万0.07%143,770 2,6091.8% $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 46,8045.6% $117.90万 加仓
CCJ CAMECO CORP $2,202.63万0.07%216,241 48,91929.2% $498.29万 加仓
TT TRANE TECHNOLOGIES PLC $2,192.92万0.07%44,647 1,4783.4% $72.59万 加仓
MPC MARATHON PETE CORP $2,192.30万0.07%85,748 4,6605.7% $119.14万 加仓
CSX CSX CORP $2,177.85万0.06%458,205 48,88411.9% $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 53,00918.1% $333.37万 加仓
ZALT INNOVATOR ETFS TRUST $2,156.77万0.06%636,780 86,16215.6% $291.83万 加仓
IBDT ISHARES TR $2,148.00万0.06%850,687 65,6238.4% $165.70万 加仓
AVDE AMERICAN CENTY ETF TR $2,145.73万0.06%240,553 29,32813.9% $261.61万 加仓
DFIC DIMENSIONAL ETF TRUST $2,145.58万0.06%575,840 25,7544.7% $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 22,3785.0% $102.27万 加仓
IFV FIRST TR EXCHANGE TRADED FD $2,136.12万0.06%793,139 10,5701.4% $28.47万 加仓
LMT LOCKHEED MARTIN CORP $2,129.16万0.06%41,792 60.0% $3,057 加仓
BABA ALIBABA GROUP HLDG LTD $2,128.93万0.06%221,809 72,72548.8% $698.02万 加仓
IBHI ISHARES TR $2,123.22万0.06%907,747 52,4776.1% $122.74万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $2,121.28万0.06%355,145 22,3406.7% $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 48,5849.2% $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 26,65914.6% $267.02万 加仓
MINO PIMCO ETF TR $2,088.97万0.06%456,505 47,33011.6% $216.58万 加仓
— DIMENSIONAL ETF TRUST $2,083.42万0.06%499,261 19,1804.0% $80.04万 加仓
ESGU ISHARES TR $2,080.87万0.06%127,139 22,68421.7% $371.27万 加仓
BUFS FIRST TR EXCHNG TRADED FD VI $2,067.57万0.06%824,063 89,73712.2% $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 30,6577.3% $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 15,17110.5% $192.98万 加仓
ISRG INTUITIVE SURGICAL INC $2,021.19万0.06%50,825 8,14219.1% $323.79万 加仓