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 |
|---|---|---|---|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,229.49万 | 0.04% | 266,874 | 54,424 | 25.6% | $250.73万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,228.69万 | 0.04% | 271,231 | -676,255 | -71.4% | -$3,063.46万 | 减仓 |
| IWP | ISHARES TR | $1,222.78万 | 0.04% | 95,440 | -606 | -0.6% | -$7.76万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,220.18万 | 0.04% | 129,834 | 6,455 | 5.2% | $60.66万 | 加仓 |
| DTE | DTE ENERGY CO | $1,196.37万 | 0.04% | 81,820 | -291,421 | -78.1% | -$4,261.14万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,192.76万 | 0.04% | 68,931 | 46,680 | 209.8% | $807.74万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,190.40万 | 0.04% | 103,297 | 99,364 | 2,526.4% | $1,145.07万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,186.71万 | 0.04% | 330,560 | 85,512 | 34.9% | $306.99万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,180.37万 | 0.04% | 470,267 | -21,422 | -4.4% | -$53.77万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1,165.12万 | 0.04% | 59,432 | 559 | 0.9% | $10.96万 | 加仓 |
| EME | EMCOR GROUP INC | $1,164.60万 | 0.04% | 15,774 | 768 | 5.1% | $56.70万 | 加仓 |
| EMXC | ISHARES INC | $1,164.49万 | 0.04% | 148,040 | -10,157 | -6.4% | -$79.90万 | 减仓 |
| NVS | NOVARTIS AG | $1,160.21万 | 0.04% | 75,954 | 414 | 0.5% | $6.32万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,153.87万 | 0.04% | 161,133 | 10,845 | 7.2% | $77.66万 | 加仓 |
| SNDK | SANDISK CORP | $1,151.81万 | 0.04% | 18,129 | 11,817 | 187.2% | $750.78万 | 加仓 |
| ECVT | ECOVYST INC | $1,151.44万 | 0.04% | 895,364 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1,143.84万 | 0.04% | 75,545 | -3,356 | -4.3% | -$50.81万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1,142.31万 | 0.04% | 254,981 | -52,656 | -17.1% | -$235.90万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,136.05万 | 0.04% | 440,502 | 57,096 | 14.9% | $147.25万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,135.26万 | 0.04% | 78,283 | 33,256 | 73.9% | $482.28万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1,132.84万 | 0.04% | 52,451 | 19,574 | 59.5% | $422.76万 | 加仓 |
| JIII | JANUS DETROIT STR TR | $1,125.56万 | 0.04% | 227,025 | 227,025 | — | $1,125.56万 | 新建仓 |
| LQD | ISHARES TR | $1,125.48万 | 0.04% | 103,264 | -21,112 | -17.0% | -$230.10万 | 减仓 |
| PTNQ | PACER FDS TR | $1,121.54万 | 0.04% | 153,718 | 194 | 0.1% | $1.42万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,120.57万 | 0.04% | 324,333 | -11,327 | -3.4% | -$39.13万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,114.75万 | 0.04% | 22,679 | -1,040 | -4.4% | -$51.12万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,107.87万 | 0.04% | 154,407 | 4,124 | 2.7% | $29.59万 | 加仓 |
| APH | AMPHENOL CORP | $1,107.75万 | 0.04% | 87,674 | -3,057 | -3.4% | -$38.62万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,106.21万 | 0.04% | 147,123 | -2,457 | -1.6% | -$18.47万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,103.71万 | 0.04% | 394,181 | 14,038 | 3.7% | $39.31万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $1,102.99万 | 0.04% | 382,054 | 370,581 | 3,230.0% | $1,069.87万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,100.26万 | 0.04% | 234,948 | 20,913 | 9.8% | $97.94万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,088.20万 | 0.04% | 49,685 | -33,841 | -40.5% | -$741.18万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,085.25万 | 0.04% | 148,380 | 9,526 | 6.9% | $69.67万 | 加仓 |
| APP | APPLOVIN CORP | $1,081.24万 | 0.04% | 27,167 | -1,465 | -5.1% | -$58.31万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,081.24万 | 0.04% | 182,580 | -482 | -0.3% | -$2.85万 | 减仓 |
| — | EA SERIES TRUST | $1,071.37万 | 0.04% | 336,531 | 619 | 0.2% | $1.97万 | 加仓 |
| INTC | INTEL CORP | $1,069.86万 | 0.04% | 242,434 | -57,916 | -19.3% | -$255.58万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $1,063.73万 | 0.04% | 114,049 | 4,857 | 4.4% | $45.30万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $1,060.16万 | 0.04% | 531,145 | 43,529 | 8.9% | $86.88万 | 加仓 |
| SHOP | SHOPIFY INC | $1,055.20万 | 0.04% | 88,957 | 1,475 | 1.7% | $17.50万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,050.03万 | 0.04% | 90,700 | 232 | 0.3% | $2.69万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,044.84万 | 0.04% | 83,500 | 13,836 | 19.9% | $173.13万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,043.84万 | 0.04% | 227,070 | -4,620 | -2.0% | -$21.24万 | 减仓 |
| BX | BLACKSTONE INC | $1,042.04万 | 0.04% | 90,619 | -15,863 | -14.9% | -$182.41万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,041.62万 | 0.04% | 406,248 | -40,087 | -9.0% | -$102.78万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,033.93万 | 0.04% | 205,267 | -9,174 | -4.3% | -$46.21万 | 减仓 |
| IGSB | ISHARES TR | $1,033.62万 | 0.04% | 196,654 | 12,337 | 6.7% | $64.84万 | 加仓 |
| PSFF | PACER FDS TR | $1,032.69万 | 0.04% | 322,269 | 17,996 | 5.9% | $57.67万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,031.80万 | 0.04% | 189,148 | -53,340 | -22.0% | -$290.97万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,031.04万 | 0.04% | 133,244 | 11,033 | 9.0% | $85.37万 | 加仓 |
| SCZ | ISHARES TR | $1,029.81万 | 0.04% | 131,337 | 8,788 | 7.2% | $68.91万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,017.63万 | 0.04% | 187,982 | 1,485 | 0.8% | $8.04万 | 加仓 |
| SYSB | ISHARES TR | $1,012.79万 | 0.04% | 113,797 | 11,686 | 11.4% | $104.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,012.48万 | 0.04% | 342,981 | 14,795 | 4.5% | $43.67万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,006.26万 | 0.04% | 76,767 | 23,384 | 43.8% | $306.52万 | 加仓 |
| ITA | ISHARES TR | $1,005.54万 | 0.04% | 45,967 | -105,143 | -69.6% | -$2,300.04万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,005.22万 | 0.04% | 208,033 | -21,632 | -9.4% | -$104.53万 | 减仓 |
| O | REALTY INCOME CORP | $1,002.26万 | 0.04% | 163,821 | -2,520 | -1.5% | -$15.42万 | 减仓 |
| ARKK | ARK ETF TR | $1,001.62万 | 0.04% | 148,191 | 40,003 | 37.0% | $270.38万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $999.73万 | 0.04% | 173,624 | -80,244 | -31.6% | -$462.05万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $996.87万 | 0.04% | 280,099 | 15,166 | 5.7% | $53.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $992.53万 | 0.04% | 38,132 | -13,038 | -25.5% | -$339.36万 | 减仓 |
| IBTJ | ISHARES IBONDS | $991.75万 | 0.04% | 454,037 | 27,825 | 6.5% | $60.78万 | 加仓 |
| IBTK | ISHARES IBONDS | $986.26万 | 0.04% | 500,133 | 30,944 | 6.6% | $61.02万 | 加仓 |
| TPR | TAPESTRY INC | $985.20万 | 0.04% | 69,817 | 21,883 | 45.7% | $308.79万 | 加仓 |
| ADSK | AUTODESK INC | $983.19万 | 0.04% | 41,069 | 12,031 | 41.4% | $288.02万 | 加仓 |
| SBUX | STARBUCKS CORP | $980.31万 | 0.04% | 109,422 | -1,749 | -1.6% | -$15.67万 | 减仓 |
| BP | BP PLC | $975.79万 | 0.04% | 207,615 | 36,565 | 21.4% | $171.85万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $971.47万 | 0.04% | 326,875 | 13,789 | 4.4% | $40.98万 | 加仓 |
| EMB | ISHARES TR | $966.01万 | 0.03% | 102,844 | -170,155 | -62.3% | -$1,598.26万 | 减仓 |
| PTMC | PACER FDS TR | $964.82万 | 0.03% | 263,828 | 11,203 | 4.4% | $40.97万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $955.41万 | 0.03% | 571,449 | 369,943 | 183.6% | $618.51万 | 加仓 |
| SYK | STRYKER CORPORATION | $954.50万 | 0.03% | 29,049 | 1,848 | 6.8% | $60.72万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $948.87万 | 0.03% | 54,705 | -9,794 | -15.2% | -$169.88万 | 减仓 |
| CVS | CVS HEALTH CORP | $940.28万 | 0.03% | 130,922 | 23,233 | 21.6% | $166.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $916.13万 | 0.03% | 46,214 | -1,491 | -3.1% | -$29.56万 | 减仓 |
| CI | THE CIGNA GROUP | $914.34万 | 0.03% | 34,277 | 11,085 | 47.8% | $295.69万 | 加仓 |
| SDY | SPDR SERIES TRUST | $904.04万 | 0.03% | 61,946 | -15,745 | -20.3% | -$229.78万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $900.07万 | 0.03% | 52,153 | -12,648 | -19.5% | -$218.28万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $893.97万 | 0.03% | 400,168 | 40,468 | 11.3% | $90.41万 | 加仓 |
| UL | UNILEVER PLC | $889.44万 | 0.03% | 156,124 | -3,254 | -2.0% | -$18.54万 | 减仓 |
| FLRT | PACER FDS TR | $888.26万 | 0.03% | 191,806 | 5,210 | 2.8% | $24.13万 | 加仓 |
| IDV | ISHARES TR | $883.16万 | 0.03% | 207,510 | -8,049 | -3.7% | -$34.26万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $879.05万 | 0.03% | 120,700 | -798,805 | -86.9% | -$5,817.68万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $875.88万 | 0.03% | 30,868 | -5,058 | -14.1% | -$143.52万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $875.23万 | 0.03% | 52,820 | 9,747 | 22.6% | $161.51万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $874.62万 | 0.03% | 178,749 | 21,076 | 13.4% | $103.12万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $871.49万 | 0.03% | 30,365 | -14,310 | -32.0% | -$410.70万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $868.68万 | 0.03% | 138,258 | -9,476 | -6.4% | -$59.54万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $865.37万 | 0.03% | 92,316 | 1,105 | 1.2% | $10.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $863.72万 | 0.03% | 97,376 | 235 | 0.2% | $2.08万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $863.67万 | 0.03% | 22,046 | 10,190 | 85.9% | $399.20万 | 加仓 |
| DHS | WISDOMTREE TR | $857.83万 | 0.03% | 78,542 | 69,903 | 809.2% | $763.48万 | 加仓 |
| IDXX | IDEXX LABS INC | $855.24万 | 0.03% | 15,221 | 5,761 | 60.9% | $323.70万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $855.16万 | 0.03% | 251,181 | 24,427 | 10.8% | $83.16万 | 加仓 |
| IVLU | ISHARES TR | $852.84万 | 0.03% | 214,929 | 70,265 | 48.6% | $278.81万 | 加仓 |
| DG | DOLLAR GEN CORP | $851.55万 | 0.03% | 71,721 | 8,996 | 14.3% | $106.81万 | 加仓 |
| SPGI | S&P GLOBAL INC | $850.89万 | 0.03% | 20,005 | 3,038 | 17.9% | $129.22万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $843.67万 | 0.03% | 144,118 | -59,821 | -29.3% | -$350.19万 | 减仓 |