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
CORP PIMCO ETF TR $2,018.61万0.06%208,319 -20,562-9.0% -$199.25万 减仓
AIQ GLOBAL X FDS $2,013.50万0.06%306,890 -155,201-33.6% -$1,018.27万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $2,009.31万0.06%403,638 13,8753.6% $69.07万 加仓
IBDS ISHARES TR $2,005.37万0.06%827,982 70,9029.4% $171.72万 加仓
ACWX ISHARES TR $1,997.96万0.06%262,509 11,4074.5% $86.82万 加仓
XLSR SSGA ACTIVE TR $1,994.07万0.06%307,442 19,7986.9% $128.41万 加仓
DIS DISNEY WALT CO $1,990.05万0.06%206,758 3,7301.8% $35.90万 加仓
AVDV AMERICAN CENTY ETF TR $1,956.68万0.06%189,877 107,688131.0% $1,109.72万 加仓
JCI JOHNSON CONTROLS INTERNATION $1,951.96万0.06%133,595 -16,600-11.1% -$242.54万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $1,941.11万0.06%89,362 62,818236.7% $1,364.53万 加仓
AVLV AMERICAN CENTY ETF TR $1,919.61万0.06%210,461 18,8299.8% $171.74万 加仓
PMBS PIMCO ETF TR $1,914.85万0.06%387,779 106,30937.8% $524.95万 加仓
HWM HOWMET AEROSPACE INC $1,894.46万0.06%70,463 5,9569.2% $160.13万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,887.12万0.06%238,784 5,5852.4% $44.14万 加仓
— DIMENSIONAL ETF TRUST $1,885.27万0.06%486,019 -22,883-4.5% -$88.76万 减仓
CVS CVS HEALTH CORP $1,883.19万0.06%182,038 51,11639.0% $528.80万 加仓
IBMO ISHARES TR $1,876.86万0.06%732,003 32,4884.6% $83.30万 加仓
SOXX ISHARES TR $1,872.75万0.06%29,227 6,19726.9% $397.08万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $1,872.12万0.06%25 -2-7.4% -$149.77万 减仓
IBHH ISHARES TR $1,869.29万0.06%795,441 36,3384.8% $85.39万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1,867.30万0.06%491,913 102,91126.5% $390.65万 加仓
GSUS GOLDMAN SACHS ETF TR $1,860.98万0.06%180,502 1,8741.0% $19.32万 加仓
FTXR FIRST TR EXCHANGE TRADED FD $1,860.93万0.06%408,346 25,3416.6% $115.48万 加仓
IEI ISHARES TR $1,857.17万0.06%158,124 -14,031-8.2% -$164.79万 减仓
OEF ISHARES TR $1,856.93万0.06%50,754 -43,602-46.2% -$1,595.26万 减仓
PTLC PACER FDS TR $1,855.24万0.06%318,441 -7,480-2.3% -$43.58万 减仓
GVIP GOLDMAN SACHS ETF TR $1,849.57万0.06%98,015 6,2356.8% $117.66万 加仓
UBER UBER TECHNOLOGIES INC $1,843.30万0.05%255,446 -10,355-3.9% -$74.72万 减仓
BILS SPDR SERIES TRUST $1,842.60万0.05%185,409 -126,349-40.5% -$1,255.66万 减仓
IWX ISHARES TR $1,832.55万0.05%174,263 -9,979-5.4% -$104.94万 减仓
PNC PNC FINL SVCS GROUP INC $1,830.83万0.05%74,358 12,94721.1% $318.78万 加仓
GGOV BLACKROCK ETF TRUST II $1,820.41万0.05%361,983 361,983— $1,820.41万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $1,816.79万0.05%94,748 47,485100.5% $910.52万 加仓
RWL INVESCO EXCH TRADED FD TR II $1,815.04万0.05%142,067 13,98310.9% $178.65万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $1,809.01万0.05%201,338 -32,307-13.8% -$290.28万 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $1,805.93万0.05%865,944 126,74117.1% $264.32万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $1,790.11万0.05%40,904 12,20742.5% $534.22万 加仓
VTHR VANGUARD SCOTTSDALE FDS $1,782.16万0.05%53,773 3,2826.5% $108.77万 加仓
JBND J P MORGAN EXCHANGE TRADED F $1,780.49万0.05%332,801 31,44810.4% $168.25万 加仓
ET ENERGY TRANSFER L P $1,775.51万0.05%928,614 68,2077.9% $130.41万 加仓
BLV VANGUARD BD INDEX FDS $1,756.06万0.05%254,760 65,51734.6% $451.61万 加仓
GSC GOLDMAN SACHS ETF TR $1,755.15万0.05%253,524 -1,572-0.6% -$10.88万 减仓
VLO VALERO ENERGY CORP $1,747.35万0.05%67,092 7,79413.1% $202.99万 加仓
BIV VANGUARD BD INDEX FDS $1,742.61万0.05%227,199 25,39712.6% $194.79万 加仓
GDX VANECK ETF TRUST $1,741.64万0.05%230,834 22,88411.0% $172.66万 加仓
PH PARKER-HANNIFIN CORP $1,739.58万0.05%17,785 1,3097.9% $128.04万 加仓
XLI SELECT SECTOR SPDR TR $1,732.65万0.05%93,540 -5,618-5.7% -$104.06万 减仓
AFL AFLAC INC $1,715.90万0.05%146,345 2,3771.7% $27.87万 加仓
SPCX SPACE EXPLORATION TECHN CORP $1,706.66万0.05%99,886 99,886— $1,706.66万 新建仓
XLP SELECT SECTOR SPDR TR $1,704.81万0.05%205,226 -754-0.4% -$6.26万 减仓
PZA INVESCO EXCH TRADED FD TR II $1,703.69万0.05%724,358 100,03416.0% $235.28万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $1,675.76万0.05%613,158 77,87714.5% $212.84万 加仓
— BLACKROCK CORE BD TR $1,674.91万0.05%505,026 27,6425.8% $91.67万 加仓
VEU VANGUARD INTL EQUITY INDEX F $1,669.56万0.05%199,350 -12,946-6.1% -$108.42万 减仓
NOBL PROSHARES TR $1,663.25万0.05%296,162 5,8082.0% $32.62万 加仓
PFE PFIZER INC $1,656.15万0.05%687,769 -24,550-3.4% -$59.12万 减仓
MAR MARRIOTT INTL INC NEW $1,652.20万0.05%44,583 6351.4% $23.53万 加仓
SHV ISHARES TR $1,647.53万0.05%149,301 3,5142.4% $38.78万 加仓
FBT FIRST TRUST $1,646.20万0.05%66,409 3,8856.2% $96.30万 加仓
JSMD JANUS DETROIT STR TR $1,645.38万0.05%162,525 116,590253.8% $1,180.34万 加仓
— FIRST TR EXCHANGE TRADED FD $1,635.14万0.05%444,338 27,7326.7% $102.05万 加仓
SFLO VICTORY PORTFOLIOS II $1,630.68万0.05%476,806 -111,876-19.0% -$382.62万 减仓
SIVR ABRDN SILVER ETF TRUST $1,629.74万0.05%289,887 128,75479.9% $723.85万 加仓
OKE ONEOK INC NEW $1,621.79万0.05%186,541 -16,173-8.0% -$140.61万 减仓
VMBS VANGUARD SCOTTSDALE FDS $1,591.07万0.05%339,899 11,7963.6% $55.22万 加仓
RTX RTX CORP $1,569.12万0.05%82,703 -1,293-1.5% -$24.53万 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $1,555.34万0.05%160,678 4,4962.9% $43.52万 加仓
VCRB VANGUARD MALVERN FDS $1,550.47万0.05%200,752 67,50850.7% $521.38万 加仓
SCHW SCHWAB CHARLES CORP $1,530.62万0.05%165,885 36,05127.8% $332.64万 加仓
BKNG BOOKING HOLDINGS INC $1,529.53万0.05%85,813 3,3134.0% $59.05万 加仓
APD AIR PRODUCTS AND CHEMICALS I $1,529.07万0.05%52,155 -4,897-8.6% -$143.57万 减仓
SCHB SCHWAB STRATEGIC TR $1,525.46万0.05%526,748 56,48112.0% $163.57万 加仓
EMXC ISHARES INC $1,524.05万0.05%148,979 9390.6% $9.61万 加仓
EPD ENTERPRISE PRODS PARTNERS L $1,523.89万0.05%414,550 17,7624.5% $65.29万 加仓
GD GENERAL DYNAMICS CORP $1,522.93万0.05%42,991 1,4093.4% $49.91万 加仓
IQLT ISHARES TR $1,511.67万0.05%305,078 9830.3% $4.87万 加仓
CWI SPDR INDEX SHS FDS $1,502.63万0.04%369,468 5,2411.4% $21.32万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1,502.55万0.04%400,573 70,01321.2% $262.62万 加仓
NOW SERVICENOW INC $1,492.41万0.04%150,324 14,64110.8% $145.36万 加仓
IBIT ISHARES BITCOIN TRUST ETF $1,490.83万0.04%447,830 -29,979-6.3% -$99.80万 减仓
VST VISTRA CORP $1,490.17万0.04%93,940 -6,801-6.8% -$107.88万 减仓
— INNOVATOR ETFS TRUST $1,486.97万0.04%542,788 542,788— $1,486.97万 新建仓
EME EMCOR GROUP INC $1,483.28万0.04%17,873 2,09913.3% $174.20万 加仓
USMC PRINCIPAL EXCHANGE TRADED FD $1,482.21万0.04%199,956 -100,871-33.5% -$747.72万 减仓
VGLT VANGUARD SCOTTSDALE FDS $1,480.71万0.04%268,341 241,285891.8% $1,331.41万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $1,469.33万0.04%791,027 5,2670.7% $9.78万 加仓
XLY SELECT SECTOR SPDR TR $1,468.65万0.04%125,225 -8,863-6.6% -$103.95万 减仓
IGIB ISHARES TR $1,468.59万0.04%276,207 27,36711.0% $145.51万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $1,465.59万0.04%162,662 15,53910.6% $140.01万 加仓
FMHI FIRST TR EXCH TRADED FD III $1,439.08万0.04%296,778 27,55510.2% $133.61万 加仓
TMUS T-MOBILE US INC $1,438.97万0.04%85,790 3,0563.7% $51.26万 加仓
IUSV ISHARES TR $1,432.11万0.04%130,015 -197-0.2% -$2.17万 减仓
MSI MOTOROLA SOLUTIONS INC $1,429.50万0.04%34,422 4,92116.7% $204.36万 加仓
JIII JANUS DETROIT STR TR $1,426.97万0.04%286,316 59,29126.1% $295.50万 加仓
JMST J P MORGAN EXCHANGE TRADED F $1,421.41万0.04%278,708 6,8272.5% $34.82万 加仓
CRM SALESFORCE INC $1,411.21万0.04%90,082 5,5846.6% $87.48万 加仓
PTNQ PACER FDS TR $1,406.90万0.04%158,702 4,9843.2% $44.18万 加仓
DFEM DIMENSIONAL ETF TRUST $1,397.83万0.04%343,954 19,6216.0% $79.74万 加仓
AEP AMERICAN ELEC PWR CO INC $1,394.55万0.04%101,934 25,16732.8% $344.31万 加仓
URA GLOBAL X FDS $1,391.82万0.04%318,494 50,84319.0% $222.18万 加仓