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
APH AMPHENOL CORP $1,379.39万0.04%78,233 -9,441-10.8% -$166.46万 减仓
BE BLOOM ENERGY CORP $1,377.55万0.04%45,509 14,11345.0% $427.20万 加仓
IWS ISHARES TR $1,377.50万0.04%83,687 -1,336-1.6% -$21.99万 减仓
CGSD CAPITAL GRP FIXED INCM ETF T $1,377.09万0.04%535,206 94,70421.5% $243.67万 加仓
— FIRST TR EXCHANGE-TRADED FD $1,369.39万0.04%538,197 -138,986-20.5% -$353.64万 减仓
IBTL ISHARES IBONDS $1,366.41万0.04%676,777 38,2136.0% $77.15万 加仓
PFF ISHARES TR $1,366.11万0.04%448,050 22,1165.2% $67.43万 加仓
IBMQ ISHARES TR $1,361.72万0.04%532,337 39,0827.9% $99.97万 加仓
EFA ISHARES TR $1,359.71万0.04%130,892 -2,832-2.1% -$29.42万 减仓
NLR VANECK ETF TRUST $1,357.99万0.04%117,089 -4,054-3.3% -$47.02万 减仓
IWN ISHARES TR $1,355.59万0.04%61,284 31,485105.7% $696.44万 加仓
VYMI VANGUARD WHITEHALL FDS $1,351.88万0.04%137,666 5,9444.5% $58.37万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $1,351.82万0.04%689,176 -51,510-7.0% -$101.04万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $1,346.03万0.04%300,787 45,80618.0% $204.98万 加仓
MCK MCKESSON CORP $1,337.09万0.04%17,696 2,99120.3% $226.00万 加仓
IBMP ISHARES TR $1,331.01万0.04%523,606 37,5617.7% $95.48万 加仓
DRI DARDEN RESTAURANTS INC $1,324.19万0.04%64,278 4,8468.2% $99.83万 加仓
SFBS SERVISFIRST BANCSHARES INC $1,322.63万0.04%152,464 31,76426.3% $275.55万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $1,305.19万0.04%164,361 9,9546.4% $79.04万 加仓
FNDF SCHWAB STRATEGIC TR $1,303.45万0.04%247,052 68,30338.2% $360.37万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $1,295.60万0.04%636,190 7630.1% $1.55万 加仓
FIX COMFORT SYS USA INC $1,283.47万0.04%6,476 1,51230.5% $299.66万 加仓
SDY SPDR SERIES TRUST $1,280.53万0.04%84,145 22,19935.8% $337.83万 加仓
TOTL SSGA ACTIVE ETF TR $1,267.12万0.04%321,032 -2,485-0.8% -$9.81万 减仓
NBIS NEBIUS GROUP N.V. $1,265.69万0.04%45,830 2,4495.6% $67.63万 加仓
TFC TRUIST FINL CORP $1,260.77万0.04%253,065 25,99511.4% $129.51万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,258.97万0.04%644,800 -34,716-5.1% -$67.78万 减仓
HELO J P MORGAN EXCHANGE TRADED F $1,256.88万0.04%185,983 -19,439-9.5% -$131.37万 减仓
PSFF PACER FDS TR $1,252.91万0.04%365,172 42,90313.3% $147.20万 加仓
SPMD SPDR SERIES TRUST $1,246.52万0.04%184,506 1,9261.1% $13.01万 加仓
— INNOVATOR ETFS TRUST $1,243.88万0.04%395,134 52,15315.2% $164.18万 加仓
IJK ISHARES TR $1,241.01万0.04%105,618 88,065501.7% $1,034.77万 加仓
DAL DELTA AIR LINES INC $1,239.06万0.04%132,293 26,32724.8% $246.58万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $1,229.58万0.04%267,010 1360.1% $6,263 加仓
COR CENCORA INC $1,228.08万0.04%43,398 -112,802-72.2% -$3,192.09万 减仓
ORLY OREILLY AUTOMOTIVE INC $1,228.01万0.04%133,348 -1,318-1.0% -$12.14万 减仓
MFSI MFS ACTIVE EXCHANGE TRADED F $1,227.93万0.04%378,058 51,18315.7% $166.24万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $1,227.37万0.04%412,978 18,7974.8% $55.86万 加仓
XLG INVESCO EXCHANGE TRADED FD T $1,227.27万0.04%200,437 11,2896.0% $69.12万 加仓
SCHX SCHWAB STRATEGIC TR $1,226.62万0.04%416,791 10,5432.6% $31.03万 加仓
BMY BRISTOL-MYERS SQUIBB CO $1,219.16万0.04%211,586 -14,470-6.4% -$83.38万 减仓
CEG CONSTELLATION ENERGY CORP $1,208.80万0.04%48,670 1,8173.9% $45.13万 加仓
KMI KINDER MORGAN INC DEL $1,198.77万0.04%374,966 -4,385-1.2% -$14.02万 减仓
CME CME GROUP INC $1,197.80万0.04%54,241 -13,076-19.4% -$288.76万 减仓
IGSB ISHARES TR $1,196.14万0.04%228,227 31,57316.1% $165.47万 加仓
NVS NOVARTIS AG $1,194.42万0.04%76,213 2590.3% $4.06万 加仓
ARKK ARK ETF TR $1,189.76万0.04%147,211 -980-0.7% -$7.92万 减仓
ALL ALLSTATE CORP $1,184.27万0.04%49,772 11,07928.6% $263.61万 加仓
TPR TAPESTRY INC $1,183.16万0.04%80,827 11,01015.8% $161.17万 加仓
NOC NORTHROP GRUMMAN CORP $1,181.32万0.04%23,195 -3,188-12.1% -$162.36万 减仓
ATFV THE ALGER ETF TRUST $1,180.90万0.04%285,103 50,14721.3% $207.71万 加仓
SCZ ISHARES TR $1,180.39万0.04%143,478 12,1419.2% $99.88万 加仓
SPLV INVESCO EXCH TRADED FD TR II $1,176.29万0.04%157,048 8,6685.8% $64.92万 加仓
EBAY EBAY INC. $1,171.35万0.03%104,819 34,56949.2% $386.31万 加仓
SPSM SPDR SERIES TRUST $1,171.17万0.03%203,082 -4,951-2.4% -$28.55万 减仓
SYSB ISHARES TR $1,169.48万0.03%131,823 18,02615.8% $159.92万 加仓
DTE DTE ENERGY CO $1,169.01万0.03%76,722 -5,098-6.2% -$77.68万 减仓
MDT MEDTRONIC PLC $1,163.60万0.03%148,741 -34,627-18.9% -$270.89万 减仓
DVY ISHARES TR $1,158.87万0.03%74,144 -1,401-1.9% -$21.90万 减仓
NEM NEWMONT CORP $1,157.59万0.03%123,939 78,118170.5% $729.62万 加仓
GCOW PACER FDS TR $1,153.80万0.03%266,466 -1,020-0.4% -$4.42万 减仓
TLT ISHARES TR $1,143.11万0.03%132,273 -90,389-40.6% -$781.14万 减仓
TCAF T ROWE PRICE EXCHANGE-TRADED $1,138.33万0.03%276,967 -3,132-1.1% -$12.87万 减仓
EOG EOG RES INC $1,134.23万0.03%87,430 35,38268.0% $459.01万 加仓
GSLC GOLDMAN SACHS ETF TR $1,133.34万0.03%79,874 -3,626-4.3% -$51.45万 减仓
VSH VISHAY INTERTECHNOLOGY INC $1,131.15万0.03%210,330 34,91819.9% $187.79万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $1,129.69万0.03%241,027 6,0792.6% $28.49万 加仓
CFG CITIZENS FINL GROUP INC $1,128.08万0.03%160,994 48,90643.6% $342.68万 加仓
RSPN INVESCO EXCHANGE TRADED FD T $1,122.93万0.03%175,472 1,8481.1% $11.83万 加仓
— EA SERIES TRUST $1,121.77万0.03%335,440 -1,091-0.3% -$3.65万 减仓
NSC NORFOLK SOUTHN CORP $1,119.88万0.03%35,598 5,23317.2% $164.63万 加仓
BIDU BAIDU INC $1,119.82万0.03%97,981 50,126104.7% $572.89万 加仓
COHR COHERENT CORP $1,116.55万0.03%28,305 11,21965.7% $442.56万 加仓
ECVT ECOVYST INC $1,114.82万0.03%895,435 710.0% $884 加仓
HCMT DIREXION SHARES ETF TRUST $1,113.44万0.03%265,483 31,83713.6% $133.52万 加仓
SPGM SPDR INDEX SHS FDS $1,110.23万0.03%129,594 128,53112,091.3% $1,101.13万 加仓
SBUX STARBUCKS CORP $1,106.85万0.03%108,313 -1,109-1.0% -$11.33万 减仓
IWP ISHARES TR $1,106.25万0.03%75,558 -19,882-20.8% -$291.09万 减仓
BX BLACKSTONE INC $1,097.64万0.03%93,282 2,6632.9% $31.34万 加仓
JAAA JANUS DETROIT STR TR $1,094.31万0.03%216,737 11,4705.6% $57.91万 加仓
DGCB DIMENSIONAL ETF TRUST $1,092.38万0.03%199,814 11,8326.3% $64.69万 加仓
PTMC PACER FDS TR $1,091.53万0.03%260,944 -2,884-1.1% -$12.06万 减仓
AVUQ AMERICAN CENTY ETF TR $1,083.95万0.03%164,235 42,14134.5% $278.13万 加仓
IBTJ ISHARES TR $1,082.45万0.03%499,976 45,93910.1% $99.46万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $1,081.78万0.03%485,321 85,15321.3% $189.81万 加仓
PINK SIMPLIFY EXCHANGE TRADED FUN $1,080.28万0.03%275,933 275,933— $1,080.28万 新建仓
FDX FEDEX CORP $1,075.71万0.03%34,354 14,62474.1% $457.91万 加仓
IMCG ISHARES TR $1,073.40万0.03%109,197 16,58217.9% $163.00万 加仓
O REALTY INCOME CORP $1,064.71万0.03%171,838 8,0174.9% $49.67万 加仓
VONV VANGUARD SCOTTSDALE FDS $1,064.14万0.03%100,098 7,7828.4% $82.73万 加仓
CMCSA COMCAST CORP NEW $1,063.16万0.03%433,058 -36,031-7.7% -$88.46万 减仓
RSG REPUBLIC SVCS INC $1,058.15万0.03%49,659 -26-0.1% -$5,540 减仓
IBTK ISHARES IBONDS $1,056.89万0.03%540,886 40,7538.1% $79.63万 加仓
WEC WEC ENERGY GROUP INC $1,056.45万0.03%90,473 -227-0.3% -$2.65万 减仓
PPA INVESCO EXCHANGE TRADED FD T $1,055.39万0.03%59,745 6,92513.1% $122.33万 加仓
ESGD ISHARES TR $1,051.73万0.03%102,299 17,34820.4% $178.35万 加仓
FTEC FIDELITY COVINGTON TRUST $1,049.84万0.03%36,762 1,7445.0% $49.80万 加仓
— GLOBAL X FDS $1,044.96万0.03%151,159 4,0652.8% $28.10万 加仓
ITA ISHARES TR $1,043.58万0.03%43,049 -2,918-6.3% -$70.74万 减仓
DHR DANAHER CORP DEL $1,043.14万0.03%54,764 -215,283-79.7% -$4,100.69万 减仓