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
IWO ISHARES TR $1,039.50万0.03%26,386 6312.5% $24.86万 加仓
ICVT ISHARES TR $1,035.57万0.03%85,064 19,85430.4% $241.70万 加仓
ACWI ISHARES TR $1,034.10万0.03%65,879 48,855287.0% $766.87万 加仓
PAAS PAN AMERN SILVER CORP $1,029.66万0.03%229,888 206,230871.7% $923.70万 加仓
CI THE CIGNA GROUP $1,027.29万0.03%37,264 2,9878.7% $82.35万 加仓
EEM ISHARES TR $1,023.84万0.03%149,662 16,59112.5% $113.50万 加仓
VFMO VANGUARD WELLINGTON FD $1,021.64万0.03%40,946 3,4739.3% $86.65万 加仓
FSMB FIRST TR EXCH TRADED FD III $1,021.59万0.03%511,049 -20,096-3.8% -$40.17万 减仓
IDV ISHARES TR $1,017.05万0.03%245,488 37,97818.3% $157.34万 加仓
MGNR AMERICAN BEACON SELECT FUNDS $1,008.67万0.03%207,758 59,43940.1% $288.58万 加仓
SHOP SHOPIFY INC $1,006.63万0.03%88,161 -796-0.9% -$9.09万 减仓
ASTS AST SPACEMOBILE INC $1,004.71万0.03%113,067 19,23120.5% $170.89万 加仓
TMO THERMO FISHER SCIENTIFIC INC $999.52万0.03%19,936 -2,743-12.1% -$137.52万 减仓
SOFI SOFI TECHNOLOGIES INC $996.55万0.03%555,799 153,16438.0% $274.62万 加仓
AFOS EA SERIES TRUST $990.09万0.03%212,255 00.0% — 不变
APP APPLOVIN CORP $987.12万0.03%19,159 -8,008-29.5% -$412.59万 减仓
SYK STRYKER CORPORATION $978.30万0.03%31,073 2,0247.0% $63.72万 加仓
NKE NIKE INC $973.14万0.03%237,064 102,70176.4% $421.59万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $967.89万0.03%581,488 10,0391.8% $16.71万 加仓
PDP INVESCO EXCHANGE TRADED FD T $963.76万0.03%63,518 -1,039-1.6% -$15.76万 减仓
VNQ VANGUARD INDEX FDS $962.69万0.03%99,833 2,4572.5% $23.69万 加仓
PCT PURECYCLE TECHNOLOGIES INC $962.50万0.03%1,186,811 1,017,488600.9% $825.18万 加仓
RF REGIONS FINANCIAL CORP NEW $950.87万0.03%314,859 20,0266.8% $60.48万 加仓
PSUS PERSHING SQUARE USA LTD $950.42万0.03%254,260 254,260— $950.42万 新建仓
DG DOLLAR GEN CORP $948.30万0.03%82,382 10,66114.9% $122.72万 加仓
UL UNILEVER PLC $938.36万0.03%156,080 -44-0.0% -$2,645 减仓
FDV FEDERATED HERMES ETF TRUST $937.07万0.03%298,526 24,8009.1% $77.85万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $936.58万0.03%253,115 1,9340.8% $7.16万 加仓
VMC VULCAN MATLS CO $932.38万0.03%31,605 8512.8% $25.11万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $931.24万0.03%369,979 85,20729.9% $214.47万 加仓
HYS PIMCO ETF TR $930.46万0.03%99,493 25,34034.2% $236.98万 加仓
IUSG ISHARES TR $920.51万0.03%48,940 -1,326-2.6% -$24.94万 减仓
VRTX VERTEX PHARMACEUTICALS INC $915.71万0.03%18,435 1,2897.5% $64.03万 加仓
VGIT VANGUARD SCOTTSDALE FDS $914.67万0.03%155,081 23,68718.0% $139.71万 加仓
DHS WISDOMTREE TR $912.62万0.03%80,276 1,7342.2% $19.71万 加仓
ITW ILLINOIS TOOL WKS INC $911.38万0.03%33,696 -4,436-11.6% -$119.98万 减仓
GSIE GOLDMAN SACHS ETF TR $903.76万0.03%197,760 7,5264.0% $34.39万 加仓
SHEL SHELL PLC $903.50万0.03%116,520 -21,904-15.8% -$169.84万 减仓
MTG MGIC INVT CORP WIS $901.25万0.03%319,592 178,381126.3% $503.03万 加仓
JNK SPDR SERIES TRUST $901.21万0.03%93,515 48,535107.9% $467.73万 加仓
PCG PG&E CORP $900.58万0.03%535,419 103,54724.0% $174.17万 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $897.83万0.03%433,525 67,52518.4% $139.84万 加仓
MGK VANGUARD WORLD FD $897.33万0.03%102,073 -1,962-1.9% -$17.25万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $895.70万0.03%326,066 101,80445.4% $279.66万 加仓
LCAP PRINCIPAL EXCHANGE TRADED FD $895.16万0.03%270,115 270,115— $895.16万 新建仓
QEFA SPDR INDEX SHS FDS $882.14万0.03%91,875 -22,174-19.4% -$212.90万 减仓
FENI FIDELITY COVINGTON TRUST $874.12万0.03%217,824 74,95952.5% $300.81万 加仓
— INNOVATOR ETFS TRUST $872.99万0.03%311,842 38,95914.3% $109.06万 加仓
AMT AMERICAN TOWER CORP $872.45万0.03%53,338 1,1852.3% $19.38万 加仓
IBTI ISHARES TR $868.64万0.03%392,340 42,34412.1% $93.75万 加仓
SPGI S&P GLOBAL INC $864.25万0.03%21,221 1,2166.1% $49.52万 加仓
VPU VANGUARD WORLD FD $860.78万0.03%43,979 16,64060.9% $325.69万 加仓
SUB ISHARES TR $860.51万0.03%80,823 3,0834.0% $32.82万 加仓
VGSH VANGUARD SCOTTSDALE FDS $858.41万0.03%147,492 3,3742.3% $19.64万 加仓
SFLR INNOVATOR ETFS TRUST $855.91万0.03%221,852 85,73963.0% $330.78万 加仓
CALF PACER FDS TR $855.54万0.03%169,045 5,6353.4% $28.52万 加仓
PRU PRUDENTIAL FINL INC $854.95万0.03%79,213 -551-0.7% -$5.95万 减仓
EAGG ISHARES TR $845.44万0.03%178,326 50,61439.6% $239.96万 加仓
AIS VISTASHARES A I $845.00万0.03%99,051 45,06183.5% $384.42万 加仓
VTIP VANGUARD MALVERN FDS $844.10万0.03%168,047 52,51345.5% $263.77万 加仓
IDEV ISHARES TR $843.13万0.03%94,723 27,63541.2% $245.98万 加仓
FDLO FIDELITY COVINGTON TRUST $842.60万0.03%123,304 7,2406.2% $49.47万 加仓
MGC VANGUARD WORLD FD $839.66万0.03%30,685 19,419172.4% $531.38万 加仓
PGR PROGRESSIVE CORP $838.66万0.02%38,391 -7,823-16.9% -$170.90万 减仓
VFMV VANGUARD WELLINGTON FD $838.45万0.02%60,163 -803-1.3% -$11.19万 减仓
FLQM FRANKLIN TEMPLETON ETF TR $837.30万0.02%144,650 18,38614.6% $106.43万 加仓
CL COLGATE PALMOLIVE CO $834.35万0.02%91,007 1,2861.4% $11.79万 加仓
VOOG VANGUARD ADMIRAL FDS INC $827.87万0.02%100,203 1,5511.6% $12.81万 加仓
SPG SIMON PPTY GROUP INC NEW $823.31万0.02%36,812 3050.8% $6.82万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $823.11万0.02%279,969 57,23325.7% $168.26万 加仓
SUSA ISHARES TR $823.07万0.02%53,342 -2,217-4.0% -$34.21万 减仓
VCEB VANGUARD WORLD FD $818.00万0.02%130,338 -7,920-5.7% -$49.71万 减仓
MDLZ MONDELEZ INTL INC $817.66万0.02%141,366 52,24458.6% $302.18万 加仓
RY ROYAL BK CDA $816.47万0.02%39,449 1,5684.1% $32.45万 加仓
FLRT PACER FDS TR $813.31万0.02%174,418 -17,388-9.1% -$81.08万 减仓
VCLT VANGUARD SCOTTSDALE FDS $811.88万0.02%107,892 -556-0.5% -$4.18万 减仓
CSHI NEOS ETF TRUST $808.90万0.02%162,398 49,23443.5% $245.23万 加仓
XEL XCEL ENERGY INC $803.68万0.02%100,085 -1,059-1.0% -$8.50万 减仓
SPHD INVESCO EXCH TRADED FD TR II $803.00万0.02%157,946 3,9822.6% $20.24万 加仓
LITE LUMENTUM HLDGS INC $789.86万0.02%9,205 -955-9.4% -$81.95万 减仓
COF CAPITAL ONE FINL CORP $788.56万0.02%39,306 4,56213.1% $91.52万 加仓
DLR DIGITAL RLTY TR INC $787.14万0.02%43,832 20,51388.0% $368.37万 加仓
SPHY SPDR SERIES TRUST $783.68万0.02%334,333 69,85226.4% $163.73万 加仓
BRO BROWN & BROWN INC $782.12万0.02%121,921 72,372146.1% $464.27万 加仓
IDXX IDEXX LABS INC $778.46万0.02%14,787 -434-2.9% -$22.85万 减仓
SJNK SPDR SERIES TRUST $776.99万0.02%310,422 69,15228.7% $173.09万 加仓
F FORD MTR CO $776.63万0.02%558,726 197,90254.8% $275.08万 加仓
DXJ WISDOMTREE TR $775.64万0.02%44,700 4301.0% $7.46万 加仓
IGM ISHARES TR $775.09万0.02%47,383 2,4245.4% $39.65万 加仓
FHLC FIDELITY COVINGTON TRUST $774.59万0.02%100,270 11,55313.0% $89.25万 加仓
TER TERADYNE INC $773.28万0.02%15,982 -4,743-22.9% -$229.49万 减仓
VPL VANGUARD INTL EQUITY INDEX F $773.27万0.02%66,840 -6,918-9.4% -$80.03万 减仓
AJG GALLAGHER ARTHUR J & CO $771.89万0.02%33,623 -4,602-12.0% -$105.65万 减仓
POWL POWELL INDS INC $771.48万0.02%26,941 -5,912-18.0% -$169.30万 减仓
CRWV COREWEAVE INC $769.76万0.02%77,332 18,17730.7% $180.93万 加仓
ACN ACCENTURE PLC IRELAND $769.36万0.02%61,826 -17,692-22.2% -$220.16万 减仓
USIG ISHARES TR $765.50万0.02%149,249 70,48489.5% $361.51万 加仓
ESGE ISHARES INC $763.61万0.02%139,626 23,94220.7% $130.94万 加仓
PAVE GLOBAL X FDS $760.72万0.02%129,111 3,7643.0% $22.18万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $759.57万0.02%280,803 17,9936.8% $48.67万 加仓