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
JPIB JPMORGAN $755.31万0.02%156,216 -14,670-8.6% -$70.93万 减仓
LHX L3HARRIS TECHNOLOGIES INC $754.56万0.02%25,967 -12,695-32.8% -$368.90万 减仓
LNG CHENIERE ENERGY INC $752.39万0.02%31,479 6112.0% $14.60万 加仓
DISV DIMENSIONAL ETF TRUST $749.65万0.02%186,805 -8,832-4.5% -$35.44万 减仓
AZN ASTRAZENECA PLC $748.28万0.02%39,462 6211.6% $11.78万 加仓
RIO RIO TINTO PLC $747.89万0.02%78,783 -59-0.1% -$5,601 减仓
REGN REGENERON PHARMACEUTICALS $742.73万0.02%11,911 4,30156.5% $268.19万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $741.79万0.02%146,889 -15,538-9.6% -$78.47万 减仓
LAMR LAMAR ADVERTISING CO $740.11万0.02%47,449 8861.9% $13.82万 加仓
— DIMENSIONAL ETF TRUST $736.46万0.02%89,442 -2,123-2.3% -$17.48万 减仓
AZO AUTOZONE INC $732.79万0.02%2,293 26313.0% $84.05万 加仓
CWB SPDR SERIES TRUST $726.22万0.02%67,355 52,083341.0% $561.56万 加仓
FAST FASTENAL CO $726.16万0.02%151,189 -270-0.2% -$1.30万 减仓
D DOMINION ENERGY INC $723.80万0.02%105,989 -28,008-20.9% -$191.27万 减仓
R RYDER SYS INC $723.73万0.02%27,438 3991.5% $10.52万 加仓
LUV SOUTHWEST AIRLS CO $723.23万0.02%140,652 13,32110.5% $68.50万 加仓
PDI PIMCO DYNAMIC INCOME FD $720.02万0.02%431,148 45,97911.9% $76.78万 加仓
OHI OMEGA HEALTHCARE INVS INC $719.08万0.02%150,813 90,623150.6% $432.09万 加仓
— GOLDMAN SACHS ETF TR $718.50万0.02%160,166 6,6534.3% $29.85万 加仓
FIDU FIDELITY COVINGTON TRUST $717.51万0.02%72,031 5,0407.5% $50.20万 加仓
RKLB ROCKET LAB CORP $717.21万0.02%70,557 21,99045.3% $223.53万 加仓
CLX CLOROX CO DEL $717.09万0.02%75,135 7,95611.8% $75.93万 加仓
EWT ISHARES INC $710.97万0.02%65,461 65,21126,084.4% $708.26万 加仓
IRM IRON MTN INC DEL $710.78万0.02%56,273 14,45534.6% $182.58万 加仓
DVN DEVON ENERGY CORP NEW $710.62万0.02%171,979 41,03931.3% $169.57万 加仓
QUS STATE STREET $710.33万0.02%38,014 6591.8% $12.31万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $708.45万0.02%375,737 -18,475-4.7% -$34.83万 减仓
BHP BHP BILLITON LIMITED $705.79万0.02%84,718 4,2635.3% $35.52万 加仓
TLN TALEN ENERGY CORP $704.20万0.02%18,326 5,27440.4% $202.66万 加仓
FPXI FIRST TR EXCHANGE-TRADED FD $703.34万0.02%83,990 34,38669.3% $287.95万 加仓
CNEQ THE ALGER ETF TRUST $703.28万0.02%170,409 30,11421.5% $124.28万 加仓
UTG REAVES UTIL INCOME FD $702.98万0.02%172,636 90,986111.4% $370.50万 加仓
INTU INTUIT $702.20万0.02%26,904 -9,994-27.1% -$260.84万 减仓
NUVB NUVATION BIO INC $699.62万0.02%1,231,733 200,62119.5% $113.95万 加仓
NET CLOUDFLARE INC $698.43万0.02%28,475 3,72515.1% $91.37万 加仓
DOW DOW HLDGS INC $697.29万0.02%254,857 -40,347-13.7% -$110.39万 减仓
USB US BANCORP $697.20万0.02%115,430 -9,372-7.5% -$56.61万 减仓
VGK VANGUARD INTL EQUITY INDEX F $696.21万0.02%78,633 1,8222.4% $16.13万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $694.82万0.02%364,543 -4,740-1.3% -$9.03万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $693.33万0.02%153,698 -104,276-40.4% -$470.39万 减仓
DFLV DIMENSIONAL ETF TRUST $693.01万0.02%175,267 -6,318-3.5% -$24.98万 减仓
— DIMENSIONAL ETF TRUST $692.49万0.02%99,069 9,46410.6% $66.15万 加仓
IQV IQVIA HLDGS INC $691.50万0.02%35,788 4201.2% $8.12万 加仓
MELI MERCADOLIBRE INC $691.18万0.02%4,072 2346.1% $39.72万 加仓
HOOD ROBINHOOD MKTS INC $691.13万0.02%68,920 10,68518.3% $107.15万 加仓
XAR SPDR SERIES TRUST $690.82万0.02%24,342 4,65623.7% $132.14万 加仓
ECL ECOLAB INC $690.33万0.02%24,778 -318-1.3% -$8.86万 减仓
EIX EDISON INTL $689.05万0.02%92,552 19,09026.0% $142.13万 加仓
NVT NVENT ELEC PLC $687.03万0.02%40,506 -4,835-10.7% -$82.01万 减仓
CIEN CIENA CORP $686.64万0.02%13,997 2021.5% $9.91万 加仓
DIHP DIMENSIONAL ETF TRUST $684.76万0.02%200,663 10,3805.5% $35.42万 加仓
QSR RESTAURANT BRANDS INTL INC $684.29万0.02%94,372 88,2461,440.5% $639.87万 加仓
MLPX GLOBAL X FDS $683.00万0.02%92,724 -399-0.4% -$2.94万 减仓
QYLD GLOBAL X FDS $676.74万0.02%367,192 1,7050.5% $3.14万 加仓
— FIRST TR EXCHNG TRADED FD VI $671.86万0.02%171,567 2,1461.3% $8.40万 加仓
ARM ARM HOLDINGS PLC $671.29万0.02%18,933 2,30013.8% $81.55万 加仓
WTV WISDOMTREE TR $668.85万0.02%65,754 18,13838.1% $184.50万 加仓
HL HECLA MINING COMPANY $667.95万0.02%432,889 399,2981,188.7% $616.12万 加仓
FNDX SCHWAB STRATEGIC TR $667.74万0.02%214,708 41,21923.8% $128.19万 加仓
SHM SPDR SERIES TRUST $667.47万0.02%139,157 -89-0.1% -$4,269 减仓
EWC ISHARES INC $666.24万0.02%115,586 115,536231,072.0% $665.95万 加仓
— AMPLIFY BLACKSWAN $664.77万0.02%199,260 1,7500.9% $5.84万 加仓
SNOW SNOWFLAKE INC $663.63万0.02%26,076 6,51533.3% $165.81万 加仓
CDC VICTORY PORTFOLIOS II $663.61万0.02%89,230 -5,870-6.2% -$43.66万 减仓
IVLU ISHARES TR $662.53万0.02%158,425 -56,504-26.3% -$236.30万 减仓
FANG DIAMONDBACK ENERGY INC $661.30万0.02%37,621 -601-1.6% -$10.56万 减仓
TSCO TRACTOR SUPPLY CO $659.39万0.02%208,600 -62,631-23.1% -$197.98万 减仓
GNRC GENERAC HLDGS INC $659.05万0.02%22,508 19,926771.7% $583.45万 加仓
MPWR MONOLITHIC PWR SYS INC $657.32万0.02%4,755 -442-8.5% -$61.10万 减仓
IVES WEDBUSH SER TR $656.91万0.02%172,418 36,25926.6% $138.15万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $655.47万0.02%16,949 -2,015-10.6% -$77.93万 减仓
IWV ISHARES TR $654.26万0.02%15,344 -1,132-6.9% -$48.27万 减仓
PRFD PIMCO ETF TR $653.77万0.02%127,325 17,07915.5% $87.70万 加仓
ULTA ULTA BEAUTY INC $652.46万0.02%14,468 -301-2.0% -$13.57万 减仓
EMB ISHARES TR $645.58万0.02%66,941 -35,903-34.9% -$346.25万 减仓
NTRA NATERA INC $644.14万0.02%23,730 18,278335.3% $496.15万 加仓
MLPA GLOBAL X FDS $643.95万0.02%121,318 2,2981.9% $12.20万 加仓
LQD ISHARES TR $643.08万0.02%58,960 -44,304-42.9% -$483.22万 减仓
FTXO FIRST TR EXCHANGE TRADED FD $640.47万0.02%154,964 4,9643.3% $20.52万 加仓
DSI ISHARES TR $638.39万0.02%44,834 20,29082.7% $288.91万 加仓
HPQ HP INC $635.86万0.02%289,817 -46,606-13.9% -$102.25万 减仓
VHT VANGUARD WORLD FD $631.27万0.02%21,112 4,04523.7% $120.95万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $629.98万0.02%251,287 104,36271.0% $261.64万 加仓
EWY ISHARES INC $628.70万0.02%31,139 23,797324.1% $480.47万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $628.59万0.02%252,649 42,75420.4% $106.37万 加仓
GWW WW GRAINGER INC $626.92万0.02%4,608 -202-4.2% -$27.48万 减仓
MET METLIFE INC $626.13万0.02%74,002 12,37820.1% $104.73万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $621.08万0.02%127,637 2,0141.6% $9.80万 加仓
SKT TANGER INC $620.00万0.02%157,081 38,17032.1% $150.66万 加仓
SCCO SOUTHERN COPPER CORP $619.90万0.02%35,573 -5,337-13.0% -$93.00万 减仓
FHN FIRST HORIZON CORPORATION $617.73万0.02%240,924 5,3992.3% $13.84万 加仓
CVNA CARVANA CO $613.90万0.02%93,271 -18,509-16.6% -$121.82万 减仓
WTTR SELECT WATER SOLUTIONS INC $612.24万0.02%306,424 83,29637.3% $166.43万 加仓
MRSH MARSH & MCLENNAN COS INC $611.87万0.02%36,712 -17,993-32.9% -$299.89万 减仓
HECA ETF OPPORTUNITIES TRUST $611.62万0.02%224,036 -158,018-41.4% -$431.39万 减仓
FLEX FLEX LTD $611.38万0.02%37,723 -13,186-25.9% -$213.71万 减仓
NUE NUCOR CORP $610.93万0.02%27,427 1,1354.3% $25.28万 加仓
CARR CARRIER GLOBAL CORPORATION $606.39万0.02%82,670 25,15043.7% $184.48万 加仓
RPV INVESCO EXCHANGE TRADED FD T $601.86万0.02%52,878 8,76619.9% $99.77万 加仓
CAH CARDINAL HEALTH INC $601.18万0.02%25,306 -8,633-25.4% -$205.09万 减仓