13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.1%
NVDA 2.1%
MSFT 2.1%
IVV 2.1%
AMZN 1.6%
JPM 1.5%
GOOGL 1.3%
VOO 1.3%
WMT 1.3%
SPY 1.2%

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
SLF SUN LIFE $6,7320.00%108 10.9% $62 加仓
APLE APPLE HOSPITALITY $6,7080.00%583 -1,403-70.6% -$1.61万 减仓
UAMY UNITED STATES $6,6880.00%766 00.0% — 不变
KXI ISHARES GLOBAL $6,6340.00%99 00.0% — 不变
— RGC RESOURCES INC $6,6150.00%300 -400-57.1% -$8,820 减仓
NVR NVR INC $6,5900.00%1 -48-98.0% -$31.63万 减仓
GXO GXO LOGISTICS $6,5850.00%127 00.0% — 不变
— GLOBAL X $6,5140.00%282 -2,099-88.2% -$4.85万 减仓
— ISHARES MORTGAGE $6,4710.00%130 130— $6,471 新建仓
TREE LENDINGTREE INC $6,4320.00%150 -3,600-96.0% -$15.44万 减仓
— VANECK OIL $6,4220.00%130 00.0% — 不变
LOGI LOGITECH INTL $6,4130.00%70 -2,528-97.3% -$23.16万 减仓
— TOUCHSTONE LARGE $6,4000.00%274 274— $6,400 新建仓
CASS CASS INFORMATION $6,3830.00%145 00.0% — 不变
SPIP STATE STREET $6,3730.00%245 00.0% — 不变
CARG CARGURUS INC $6,3340.00%186 00.0% — 不变
ORC ORCHID ISLAND $6,3270.00%900 00.0% — 不变
ASM AVINO SILVER $6,3200.00%1,000 00.0% — 不变
VZLA VIZSLA SILVER $6,3130.00%1,913 -116,372-98.4% -$38.40万 减仓
BNTX BIONTECH SE $6,3110.00%71 -4,747-98.5% -$42.19万 减仓
LAZ LAZARD INC $6,3020.00%148 -4,311-96.7% -$18.36万 减仓
— LEGGETT & PLATT $6,2870.00%636 -287-31.1% -$2,837 减仓
IHF ISHARES U S $6,2780.00%150 00.0% — 不变
VCEL VERICEL CORP $6,2720.00%195 7359.8% $2,348 加仓
PENN PENN ENTERTAINMENT $6,2670.00%417 00.0% — 不变
BGS B&G FOODS $6,2530.00%1,300 -88-6.3% -$423 减仓
RZV INVESCO S&P $6,2200.00%50 50— $6,220 新建仓
FNDC SCHWAB FUNDAMENTAL $6,2120.00%134 00.0% — 不变
CCSI CONSENSUS CLOUD $6,1690.00%260 260— $6,169 新建仓
CLW CLEARWATER PAPER $6,1260.00%426 3881,021.1% $5,580 加仓
HEI/A HEICO CORP NEW CL A $6,1210.00%29 16123.1% $3,377 加仓
— FIRST TRUST $6,0770.00%206 00.0% — 不变
— INVESCO GALAXY $6,0720.00%90 -950-91.3% -$6.41万 减仓
ATS ATS CORP $6,0330.00%214 214— $6,033 新建仓
— EPSILON ENERG $5,9400.00%964 -13,492-93.3% -$8.31万 减仓
DUSB DIMENSIONAL ULTRASHORT $5,9330.00%117 117— $5,933 新建仓
NWS NEWS CORP $5,9020.00%207 207— $5,902 新建仓
MSGE MADISON SQUARE $5,8910.00%100 00.0% — 不变
RGEN REPLIGEN CORP $5,8910.00%50 50— $5,891 新建仓
— SOLENO THERAPEUTICS $5,8590.00%175 00.0% — 不变
KGS KODIAK GAS $5,8320.00%100 100— $5,832 新建仓
ALT ALTIMMUNE INC $5,8150.00%1,888 00.0% — 不变
GFS GLOBALFOUNDRIES INC $5,7820.00%130 5062.5% $2,224 加仓
EQL ALPS EQUAL $5,7580.00%121 00.0% — 不变
— VANECK ENVIRONMENTAL $5,7310.00%148 00.0% — 不变
— FLAHERTY & CRUMRINE $5,7270.00%345 345— $5,727 新建仓
— VANECK SOCIAL $5,7250.00%199 00.0% — 不变
OBK ORIGIN BANCORP $5,7030.00%138 10.7% $41 加仓
— SUN COUNTRY $5,6990.00%345 200137.9% $3,304 加仓
— ROUNDHILL SPORTS $5,6800.00%318 00.0% — 不变
BSAC BANCO SANTANDER $5,6780.00%170 00.0% — 不变
KSS KOHLS CORP $5,6680.00%439 -15-3.3% -$194 减仓
BCPC BALCHEM CORP $5,6640.00%33 00.0% — 不变
— EDAP TMS $5,6510.00%1,519 1,519— $5,651 新建仓
— INMUNE BIO $5,6500.00%5,000 00.0% — 不变
AIN ALBANY INTL $5,6390.00%108 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS $5,6170.00%379 -341-47.4% -$5,054 减仓
BBMC JPMORGAN BETABUILDERS $5,6010.00%52 00.0% — 不变
SGMT SAGIMET BIOSCIENCES $5,5900.00%1,070 1,070— $5,590 新建仓
DLB DOLBY LABORATORIES INC $5,5860.00%93 00.0% — 不变
— FILANA THERAPEUTICS $5,5780.00%3,300 -725-18.0% -$1,225 减仓
— AIR LEASE $5,5200.00%85 -13-13.3% -$844 减仓
— TILRAY BRANDS $5,4850.00%848 -2-0.2% -$13 减仓
CSV CARRIAGE SERVICES $5,4390.00%119 1121,600.0% $5,119 加仓
STC STEWART INFO SVCS CORP $5,4190.00%88 00.0% — 不变
FULT FULTON FINANCIAL $5,4100.00%266 00.0% — 不变
LQDT LIQUIDITY SERVICES $5,4100.00%177 177— $5,410 新建仓
— CERAGON NETWORKS $5,4000.00%2,500 -3,950-61.2% -$8,532 减仓
NMM NAVIOS MARITIME $5,4000.00%80 80— $5,400 新建仓
WEN WENDYS CO $5,3820.00%774 -12,124-94.0% -$8.43万 减仓
— STATE STREET $5,3710.00%54 54— $5,371 新建仓
ILPT INDUSTRIAL LOGISTICS $5,3630.00%944 44288.0% $2,511 加仓
XXI TWENTY ONE $5,3310.00%833 420101.7% $2,688 加仓
MXI ISHARES GLOBAL $5,3110.00%50 00.0% — 不变
IEX IDEX CORP $5,3070.00%28 1164.7% $2,085 加仓
STM STMICROELECTRONICS N V $5,3060.00%154 101190.6% $3,480 加仓
DJP BARCLAYS BANK $5,2950.00%110 00.0% — 不变
ALK ALASKA AIR $5,2600.00%143 -70-32.9% -$2,575 减仓
WRD WERIDE INC $5,2590.00%650 -750-53.6% -$6,068 减仓
CRESY CRESUD S $5,2160.00%410 410— $5,216 新建仓
WABC WESTAMERICA BANCORP $5,2150.00%100 00.0% — 不变
— CORE ALTERNATIVE $5,2140.00%200 00.0% — 不变
ACEL ACCEL ENTERTAINMENT $5,1840.00%475 4471,596.4% $4,878 加仓
LEVI LEVI STRAUSS $5,1400.00%278 158131.7% $2,921 加仓
CLOZ SERIES TR $5,1300.00%200 200— $5,130 新建仓
CNS COHEN & STEERS $5,1290.00%82 00.0% — 不变
— ISHARES NASDAQ $5,0910.00%170 3021.4% $898 加仓
SR SPIRE INC $5,0700.00%56 00.0% — 不变
— OPTEX SYSTEM $5,0500.00%382 -284-42.6% -$3,754 减仓
— STATE STREET $5,0070.00%50 00.0% — 不变
PPLI IAC INC $5,0040.00%125 -13-9.4% -$520 减仓
— GOLDMINING INC $4,9980.00%4,200 00.0% — 不变
NGVT INGEVITY CORP $4,9860.00%70 00.0% — 不变
EEMX STATE STREET $4,9500.00%112 2224.4% $972 加仓
NGL NGL ENERGY $4,9320.00%400 400— $4,932 新建仓
LWAY LIFEWAY FOODS $4,9300.00%255 255— $4,930 新建仓
PHIN PHINIA INC $4,9270.00%72 34.3% $205 加仓
POWI POWER INTEGRATIONS $4,9150.00%96 00.0% — 不变
TMC TMC THE $4,9040.00%1,050 -2,147-67.2% -$1.00万 减仓
UHT UNIVERSAL HEALTH RLTY $4,8970.00%121 00.0% — 不变