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 |
|---|---|---|---|---|---|---|---|---|
| PAVE | GLOBAL X FDS | $636.89万 | 0.02% | 125,347 | 5,937 | 5.0% | $30.17万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $636.57万 | 0.02% | 170,196 | 4,368 | 2.6% | $16.34万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $634.97万 | 0.02% | 297,690 | -14,586 | -4.7% | -$31.11万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $633.84万 | 0.02% | 34,744 | -7,644 | -18.0% | -$139.45万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $633.15万 | 0.02% | 76,811 | -20,824 | -21.3% | -$171.65万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $630.14万 | 0.02% | 134,329 | 22,819 | 20.5% | $107.04万 | 加仓 |
| QYLD | GLOBAL X FDS | $626.81万 | 0.02% | 365,487 | 31,405 | 9.4% | $53.86万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $625.59万 | 0.02% | 39,775 | 11,624 | 41.3% | $182.82万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $624.21万 | 0.02% | 88,717 | -11,457 | -11.4% | -$80.61万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $618.89万 | 0.02% | 52,815 | -1,526 | -2.8% | -$17.88万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $616.77万 | 0.02% | 264,481 | 2,754 | 1.1% | $6.42万 | 加仓 |
| — | EA SERIES TRUST | $614.84万 | 0.02% | 168,681 | 168,681 | — | $614.84万 | 新建仓 |
| TER | TERADYNE INC | $614.42万 | 0.02% | 20,725 | 5,455 | 35.7% | $161.72万 | 加仓 |
| — | AMPLIFY BLACKSWAN | $613.49万 | 0.02% | 197,510 | 1,928 | 1.0% | $5.99万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $613.09万 | 0.02% | 190,283 | -39,044 | -17.0% | -$125.80万 | 减仓 |
| RY | ROYAL BK CDA | $612.84万 | 0.02% | 37,881 | 1,212 | 3.3% | $19.61万 | 加仓 |
| IWV | ISHARES TR | $610.71万 | 0.02% | 16,476 | -3,169 | -16.1% | -$117.46万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $608.87万 | 0.02% | 224,262 | 44,220 | 24.6% | $120.06万 | 加仓 |
| EAGG | ISHARES TR | $607.27万 | 0.02% | 127,712 | 38,490 | 43.1% | $183.02万 | 加仓 |
| IQV | IQVIA HLDGS INC | $603.17万 | 0.02% | 35,368 | 6,252 | 21.5% | $106.62万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $602.92万 | 0.02% | 85,027 | -334 | -0.4% | -$2.37万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $602.69万 | 0.02% | 241,270 | 28,842 | 13.6% | $72.05万 | 加仓 |
| RGLD | ROYAL GOLD INC | $599.88万 | 0.02% | 23,572 | 721 | 3.2% | $18.35万 | 加仓 |
| KKR | KKR & CO INC | $598.00万 | 0.02% | 64,649 | -39,126 | -37.7% | -$361.92万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $594.95万 | 0.02% | 107,702 | 8,392 | 8.5% | $46.36万 | 加仓 |
| POWL | POWELL INDS INC | $592.52万 | 0.02% | 10,951 | 1,831 | 20.1% | $99.07万 | 加仓 |
| EFAV | ISHARES TR | $591.70万 | 0.02% | 64,759 | -3,902 | -5.7% | -$35.65万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $589.77万 | 0.02% | 46,563 | 2,316 | 5.2% | $29.33万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $588.00万 | 0.02% | 7,610 | -2,310 | -23.3% | -$178.49万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $585.23万 | 0.02% | 80,455 | -24,569 | -23.4% | -$178.72万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $584.30万 | 0.02% | 305,119 | -4,535 | -1.5% | -$8.68万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $579.60万 | 0.02% | 66,991 | -19,728 | -22.7% | -$170.69万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $577.09万 | 0.02% | 115,534 | -86,948 | -42.9% | -$434.31万 | 减仓 |
| FTMS | PUTNAM FRANKLIN | $573.81万 | 0.02% | 579,324 | 42,660 | 7.9% | $42.25万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $571.01万 | 0.02% | 177,592 | 177,592 | — | $571.01万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $570.39万 | 0.02% | 169,421 | 2,895 | 1.7% | $9.75万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $569.09万 | 0.02% | 222,736 | 32,399 | 17.0% | $82.78万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $568.28万 | 0.02% | 5,197 | -4,947 | -48.8% | -$540.95万 | 减仓 |
| IWN | ISHARES TR | $564.95万 | 0.02% | 29,799 | 8,554 | 40.3% | $162.17万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $563.43万 | 0.02% | 44,267 | 16,571 | 59.8% | $210.92万 | 加仓 |
| CSHI | NEOS ETF TRUST | $563.33万 | 0.02% | 113,164 | -18,732 | -14.2% | -$93.25万 | 减仓 |
| IDEV | ISHARES TR | $560.65万 | 0.02% | 67,088 | 5,297 | 8.6% | $44.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $559.58万 | 0.02% | 89,605 | -517 | -0.6% | -$3.23万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $559.56万 | 0.02% | 402,635 | 79,819 | 24.7% | $110.93万 | 加仓 |
| PRFD | PIMCO ETF TR | $558.61万 | 0.02% | 110,246 | 29,827 | 37.1% | $151.13万 | 加仓 |
| GSK | GSK PLC | $558.17万 | 0.02% | 101,137 | 6,583 | 7.0% | $36.33万 | 加仓 |
| SLB | SLB LIMITED | $556.38万 | 0.02% | 108,265 | 6,756 | 6.7% | $34.72万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $555.16万 | 0.02% | 18,964 | 3,343 | 21.4% | $97.86万 | 加仓 |
| R | RYDER SYS INC | $553.51万 | 0.02% | 27,039 | 26 | 0.1% | $5,322 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $548.38万 | 0.02% | 273,506 | -387,351 | -58.6% | -$776.64万 | 减仓 |
| IBHF | ISHARES TR | $546.58万 | 0.02% | 238,162 | 12,853 | 5.7% | $29.50万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $542.55万 | 0.02% | 150,000 | 68,593 | 84.3% | $248.10万 | 加仓 |
| VPU | VANGUARD WORLD FD | $541.69万 | 0.02% | 27,339 | 12,808 | 88.1% | $253.78万 | 加仓 |
| GVI | ISHARES TR | $541.45万 | 0.02% | 50,755 | -17 | -0.0% | -$1,814 | 减仓 |
| BG | BUNGE GLOBAL SA | $540.19万 | 0.02% | 42,468 | 41,631 | 4,973.8% | $529.54万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $539.89万 | 0.02% | 92,337 | 23,086 | 33.3% | $134.98万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $538.76万 | 0.02% | 43,167 | 22,198 | 105.9% | $277.05万 | 加仓 |
| EIX | EDISON INTL | $537.59万 | 0.02% | 73,462 | 11,499 | 18.6% | $84.15万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $537.12万 | 0.02% | 25,697 | -4,800 | -15.7% | -$100.33万 | 减仓 |
| NVT | NVENT ELEC PLC | $536.29万 | 0.02% | 45,341 | 14,539 | 47.2% | $171.97万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $536.06万 | 0.02% | 235,525 | -1,928 | -0.8% | -$4.39万 | 减仓 |
| CIEN | CIENA CORP | $535.56万 | 0.02% | 13,795 | 6,132 | 80.0% | $238.06万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $535.42万 | 0.02% | 106,977 | 51,799 | 93.9% | $259.25万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $533.76万 | 0.02% | 40,742 | 6,445 | 18.8% | $84.44万 | 加仓 |
| BIDU | BAIDU INC | $533.20万 | 0.02% | 47,855 | 13,598 | 39.7% | $151.51万 | 加仓 |
| IGM | ISHARES TR | $532.81万 | 0.02% | 44,959 | -10,692 | -19.2% | -$126.71万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $531.46万 | 0.02% | 142,865 | 44,590 | 45.4% | $165.87万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $528.87万 | 0.02% | 105,374 | -39,406 | -27.2% | -$197.78万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $526.74万 | 0.02% | 16,432 | -301 | -1.8% | -$9.65万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $526.42万 | 0.02% | 115,646 | 2,435 | 2.2% | $11.08万 | 加仓 |
| ESGE | ISHARES INC | $526.01万 | 0.02% | 115,684 | 32,431 | 39.0% | $147.46万 | 加仓 |
| GWW | WW GRAINGER INC | $524.66万 | 0.02% | 4,810 | 1,627 | 51.1% | $177.47万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $520.00万 | 0.02% | 88,431 | 1,979 | 2.3% | $11.64万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $519.91万 | 0.02% | 209,895 | 18,277 | 9.5% | $45.27万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $515.56万 | 0.02% | 102,436 | 87,590 | 590.0% | $440.84万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $515.42万 | 0.02% | 102,387 | -1,116 | -1.1% | -$5.62万 | 减仓 |
| HSY | HERSHEY CO | $513.98万 | 0.02% | 24,724 | -186 | -0.7% | -$3.87万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $513.70万 | 0.02% | 89,122 | -17,227 | -16.2% | -$99.30万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $513.08万 | 0.02% | 124,173 | 51,008 | 69.7% | $210.76万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $512.38万 | 0.02% | 161,786 | 9,579 | 6.3% | $30.34万 | 加仓 |
| URTH | ISHARES INC | $511.69万 | 0.02% | 28,424 | 571 | 2.1% | $10.28万 | 加仓 |
| NET | CLOUDFLARE INC | $510.69万 | 0.02% | 24,750 | 8,900 | 56.2% | $183.64万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $509.74万 | 0.02% | 77,597 | 9,902 | 14.6% | $65.05万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $507.90万 | 0.02% | 55,521 | -1,660 | -2.9% | -$15.19万 | 减仓 |
| IGLB | ISHARES 10 PLUS | $506.60万 | 0.02% | 102,076 | 1,481 | 1.5% | $7.35万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $505.94万 | 0.02% | 59,860 | -61,038 | -50.5% | -$515.89万 | 减仓 |
| KWEB | KRANESHARES TRUST | $505.51万 | 0.02% | 177,811 | 44,150 | 33.0% | $125.52万 | 加仓 |
| HDV | ISHARES TR | $503.50万 | 0.02% | 37,099 | 3,252 | 9.6% | $44.14万 | 加仓 |
| HPQ | HP INC | $502.67万 | 0.02% | 336,423 | 108,468 | 47.6% | $162.07万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $502.55万 | 0.02% | 232,984 | 14,173 | 6.5% | $30.57万 | 加仓 |
| XAR | SPDR SERIES TRUST | $500.00万 | 0.02% | 19,686 | 3,523 | 21.8% | $89.48万 | 加仓 |
| AES | AES CORP | $497.04万 | 0.02% | 352,758 | -11,010 | -3.0% | -$15.51万 | 减仓 |
| NEM | NEWMONT CORP | $496.01万 | 0.02% | 45,821 | -12,928 | -22.0% | -$139.94万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $492.84万 | 0.02% | 993,639 | -871,904 | -46.7% | -$432.46万 | 减仓 |
| GM | GENERAL MTRS CO | $490.84万 | 0.02% | 65,884 | 18,091 | 37.9% | $134.78万 | 加仓 |
| BTU | PEABODY ENGR CORP | $490.84万 | 0.02% | 148,965 | 109,678 | 279.2% | $361.39万 | 加仓 |
| DDWM | WISDOMTREE TR | $489.28万 | 0.02% | 110,922 | 110,922 | — | $489.28万 | 新建仓 |
| IMTM | ISHARES TR | $487.44万 | 0.02% | 101,509 | 90,576 | 828.5% | $434.94万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $485.57万 | 0.02% | 207,553 | 25,220 | 13.8% | $59.00万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $485.34万 | 0.02% | 98,751 | -18,657 | -15.9% | -$91.70万 | 减仓 |