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
FDV FEDERATED HERMES ETF TRUST $843.08万0.03%273,726 -9,659-3.4% -$29.75万 减仓
— DIREXION SHARES ETF TRUST $837.49万0.03%841,700 345,45069.6% $343.72万 加仓
VMC VULCAN MATLS CO $837.42万0.03%30,754 6,98029.4% $190.06万 加仓
D DOMINION ENERGY INC $828.36万0.03%133,997 8,5036.8% $52.57万 加仓
SUB ISHARES TR $827.92万0.03%77,740 -4,308-5.3% -$45.88万 减仓
AJG GALLAGHER ARTHUR J & CO $827.87万0.03%38,225 -4,865-11.3% -$105.37万 减仓
HCMT DIREXION SHARES ETF TRUST $822.20万0.03%233,646 122,632110.5% $431.54万 加仓
AVDV AMERICAN CENTY ETF TR $820.75万0.03%82,189 4,3565.6% $43.50万 加仓
GSIE GOLDMAN SACHS ETF TR $820.48万0.03%190,234 95,567101.0% $412.18万 加仓
NXPI NXP SEMICONDUCTORS N V $819.97万0.03%41,652 29,251235.9% $575.84万 加仓
JPIB JPMORGAN $817.18万0.03%170,886 6,5704.0% $31.42万 加仓
ESGD ISHARES TR $812.30万0.03%84,951 -3,235-3.7% -$30.93万 减仓
VFMV VANGUARD WELLINGTON FD $812.26万0.03%60,966 -6,638-9.8% -$88.44万 减仓
VCLT VANGUARD SCOTTSDALE FDS $810.33万0.03%108,448 -11,149-9.3% -$83.31万 减仓
IWO ISHARES TR $808.19万0.03%25,755 -4,064-13.6% -$127.53万 减仓
XEL XCEL ENERGY INC $803.49万0.03%101,144 11,91813.4% $94.68万 加仓
ALL ALLSTATE CORP $802.27万0.03%38,693 4,43212.9% $91.89万 加仓
MRVL MARVELL TECHNOLOGY INC $799.53万0.03%80,720 -15,985-16.5% -$158.33万 减仓
SU SUNCOR ENERGY INC NEW $792.86万0.03%119,931 8,0647.2% $53.31万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $791.18万0.03%162,427 6,9044.4% $33.63万 加仓
VGIT VANGUARD SCOTTSDALE FDS $782.45万0.03%131,394 -8,341-6.0% -$49.67万 减仓
IBTI ISHARES TR $779.90万0.03%349,996 14,2644.2% $31.78万 加仓
IUSG ISHARES TR $779.67万0.03%50,266 6,64215.2% $103.02万 加仓
PDP INVESCO EXCHANGE TRADED FD T $779.48万0.03%64,557 -18,643-22.4% -$225.10万 减仓
PRU PRUDENTIAL FINL INC $779.22万0.03%79,764 -1,621-2.0% -$15.84万 减仓
ASTS AST SPACEMOBILE INC $777.62万0.03%93,836 1,0361.1% $8.59万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $773.14万0.03%47,263 16,24552.4% $265.74万 加仓
ULTA ULTA BEAUTY INC $771.99万0.03%14,769 6,10670.5% $319.17万 加仓
DISV DIMENSIONAL ETF TRUST $771.59万0.03%195,637 -14,075-6.7% -$55.51万 减仓
RF REGIONS FINANCIAL CORP NEW $770.10万0.03%294,833 -355,805-54.7% -$929.36万 减仓
AFOS EA SERIES TRUST $766.97万0.03%212,255 00.0% — 不变
AZN ASTRAZENECA PLC $766.02万0.03%38,841 38,841— $766.02万 新建仓
VRTX VERTEX PHARMACEUTICALS INC $765.62万0.03%17,146 -189-1.1% -$8.44万 减仓
MGNR AMERICAN BEACON SELECT FUNDS $765.03万0.03%148,319 64,63277.2% $333.37万 加仓
CL COLGATE PALMOLIVE CO $764.69万0.03%89,721 -19,755-18.0% -$168.37万 减仓
MGK VANGUARD WORLD FD $764.55万0.03%20,807 -107-0.5% -$3.93万 减仓
SPHD INVESCO EXCH TRADED FD TR II $763.81万0.03%153,964 33,13927.4% $164.40万 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $759.45万0.03%366,000 243,074197.7% $504.38万 加仓
PCG PG&E CORP $758.80万0.03%431,872 327,365313.2% $575.18万 加仓
SOXX ISHARES TR $756.90万0.03%23,030 9724.4% $31.95万 加仓
FANG DIAMONDBACK ENERGY INC $755.99万0.03%38,222 -2,071-5.1% -$40.96万 减仓
EEM ISHARES TR $755.71万0.03%133,071 21,77619.6% $123.67万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $754.53万0.03%262,810 53,50925.6% $153.62万 加仓
EOG EOG RES INC $752.47万0.03%52,048 -6,133-10.5% -$88.67万 减仓
FDLO FIDELITY COVINGTON TRUST $749.65万0.03%116,064 -9,572-7.6% -$61.83万 减仓
FSIG FIRST TR EXCHANGE-TRADED FD $746.64万0.03%394,212 8,6002.2% $16.29万 加仓
— INNOVATOR ETFS TRUST $743.88万0.03%272,883 262,9622,650.6% $716.83万 加仓
VFMO VANGUARD WELLINGTON FD $738.59万0.03%37,473 4,16612.5% $82.11万 加仓
ATFV THE ALGER ETF TRUST $737.06万0.03%234,956 216,6991,186.9% $679.78万 加仓
RIO RIO TINTO PLC $735.52万0.03%78,842 -29,691-27.4% -$276.99万 减仓
SUSA ISHARES TR $733.94万0.03%55,559 -3,759-6.3% -$49.66万 减仓
CALF PACER FDS TR $733.22万0.03%163,410 -34,338-17.4% -$154.07万 减仓
IMCG ISHARES TR $729.53万0.03%92,615 26,18539.4% $206.26万 加仓
FTEC FIDELITY COVINGTON TRUST $728.57万0.03%35,018 -12,394-26.1% -$257.86万 减仓
VPL VANGUARD INTL EQUITY INDEX F $720.84万0.03%73,758 -3,533-4.6% -$34.53万 减仓
CAH CARDINAL HEALTH INC $717.17万0.03%33,939 11,74052.9% $248.08万 加仓
LITE LUMENTUM HLDGS INC $714.01万0.03%10,160 -4,641-31.4% -$326.15万 减仓
NKE NIKE INC $709.71万0.03%134,363 -7,396-5.2% -$39.07万 减仓
AMP AMERIPRISE FINL INC $706.44万0.03%15,896 -910-5.4% -$40.44万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $705.95万0.03%284,772 58,39425.8% $144.76万 加仓
DAL DELTA AIR LINES INC $704.46万0.03%105,966 53,581102.3% $356.21万 加仓
SCCO SOUTHERN COPPER CORP $703.89万0.03%40,910 -9,018-18.1% -$155.16万 减仓
CVNA CARVANA CO $702.84万0.03%22,356 4,10622.5% $129.09万 加仓
FAST FASTENAL CO $702.77万0.03%151,459 2,4091.6% $11.18万 加仓
FDX FEDEX CORP $702.74万0.03%19,730 1,89110.6% $67.35万 加仓
DXJ WISDOMTREE TR $702.04万0.03%44,270 1,1832.7% $18.76万 加仓
CLX CLOROX CO DEL $696.17万0.03%67,179 -7,630-10.2% -$79.07万 减仓
PREF PRINCIPAL EXCHANGE TRADED FD $694.99万0.03%369,283 20,4045.8% $38.40万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $693.57万0.03%126,264 21,25220.2% $116.74万 加仓
AVUQ AMERICAN CENTY ETF TR $692.75万0.03%122,094 122,094— $692.75万 新建仓
BDX BECTON DICKINSON & CO $692.30万0.03%44,032 11,41435.0% $179.46万 加仓
HYS PIMCO ETF TR $691.62万0.02%74,153 31,23272.8% $291.30万 加仓
ADBE ADOBE INC $691.16万0.02%28,433 -3,398-10.7% -$82.60万 减仓
MLPX GLOBAL X FDS $688.55万0.02%93,123 15,85320.5% $117.22万 加仓
AZO AUTOZONE INC $685.78万0.02%2,030 -393-16.2% -$132.77万 减仓
FIX COMFORT SYS USA INC $684.53万0.02%4,964 3407.4% $46.89万 加仓
— GOLDMAN SACHS ETF TR $684.24万0.02%153,513 9,8496.9% $43.90万 加仓
SPG SIMON PPTY GROUP INC NEW $680.96万0.02%36,507 -101-0.3% -$1.88万 减仓
CDC VICTORY PORTFOLIOS II $679.29万0.02%95,100 -3,259-3.3% -$23.28万 减仓
MSTR STRATEGY INC $678.06万0.02%54,332 8451.6% $10.55万 加仓
— ANGEL OAK FUNDS TRUST $672.77万0.02%776,865 7,5861.0% $6.57万 加仓
FTI TECHNIPFMC PLC $672.70万0.02%97,309 21,65728.6% $149.71万 加仓
CFG CITIZENS FINL GROUP INC $672.19万0.02%112,088 45,07167.3% $270.29万 加仓
VOOG VANGUARD ADMIRAL FDS INC $670.31万0.02%16,442 -1,335-7.5% -$54.43万 减仓
ECL ECOLAB INC $667.60万0.02%25,096 970.4% $2.58万 加仓
SHM SPDR SERIES TRUST $666.01万0.02%139,246 119,194594.4% $570.10万 加仓
ICVT ISHARES TR $663.77万0.02%65,210 -23,416-26.4% -$238.35万 减仓
MELI MERCADOLIBRE INC $663.60万0.02%3,838 -943-19.7% -$163.05万 减仓
PDI PIMCO DYNAMIC INCOME FD $659.02万0.02%385,169 49,23814.7% $84.25万 加仓
DVN DEVON ENERGY CORP NEW $658.89万0.02%130,940 15,70513.6% $79.03万 加仓
HYLS FIRST TR EXCHANGE-TRADED FD $654.97万0.02%161,442 19,51213.7% $79.16万 加仓
— DIMENSIONAL ETF TRUST $651.30万0.02%91,565 -1,501-1.6% -$10.68万 减仓
USB US BANCORP $649.09万0.02%124,802 -4,405-3.4% -$22.91万 减仓
DFLV DIMENSIONAL ETF TRUST $648.44万0.02%181,585 -15,661-7.9% -$55.93万 减仓
MLPA GLOBAL X FDS $641.16万0.02%119,020 9,0108.2% $48.54万 加仓
QUS STATE STREET $641.16万0.02%37,355 8232.3% $14.13万 加仓
HAS HASBRO INC $641.15万0.02%68,498 34,623102.2% $324.07万 加仓
EBAY EBAY INC. $639.41万0.02%70,250 -54,098-43.5% -$492.40万 减仓
IEO ISHARES TR $639.01万0.02%51,162 50,75412,439.7% $633.92万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $638.16万0.02%125,623 2,8942.4% $14.70万 加仓