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
FNDX SCHWAB STRATEGIC TR $483.17万0.02%173,489 85,37196.9% $237.76万 加仓
SCHA SCHWAB STRATEGIC TR $482.70万0.02%165,989 -3,066-1.8% -$8.92万 减仓
CDX SIMPLIFY EXCHANGE TRADED FUN $482.47万0.02%226,089 -2,052-0.9% -$4.38万 减仓
SFLR INNOVATOR ETFS TRUST $481.98万0.02%136,113 6,8265.3% $24.17万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $481.69万0.02%203,640 20,81211.4% $49.23万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $480.84万0.02%150,217 33,68928.9% $107.84万 加仓
ABNB AIRBNB INC $479.65万0.02%37,983 -687-1.8% -$8.68万 减仓
EMN EASTMAN CHEM CO $479.51万0.02%62,829 34,734123.6% $265.09万 加仓
LUV SOUTHWEST AIRLS CO $478.38万0.02%127,331 115,251954.1% $433.00万 加仓
ENSG ENSIGN GROUP INC $477.89万0.02%23,716 1,3195.9% $26.58万 加仓
SPTM SPDR SERIES TRUST $476.93万0.02%60,324 4970.8% $3.93万 加仓
PNOV INNOVATOR ETFS TRUST $475.94万0.02%116,481 -1,785-1.5% -$7.29万 减仓
HAL HALLIBURTON CO $475.56万0.02%121,970 25,00025.8% $97.47万 加仓
RPV INVESCO EXCHANGE TRADED FD T $473.72万0.02%44,112 44,079133,572.7% $473.36万 加仓
MPLX MPLX LP $472.53万0.02%82,799 -3,826-4.4% -$21.83万 减仓
IHDG WISDOMTREE TR $471.71万0.02%97,966 2610.3% $1.26万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $470.59万0.02%62,132 26,57474.7% $201.27万 加仓
IYE ISHARES TR $469.11万0.02%72,428 32,62682.0% $211.32万 加仓
CFO VICTORY PORTFOLIOS II $466.52万0.02%62,913 -2,307-3.5% -$17.11万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $465.99万0.02%78,941 17,14127.7% $101.18万 加仓
FDN FIRST TRUST $465.50万0.02%19,891 -43,410-68.6% -$1,015.90万 减仓
VHT VANGUARD WORLD FD $464.80万0.02%17,067 1470.9% $4.00万 加仓
— DUPONT DE NEMOURS INC $463.76万0.02%101,257 57,269130.2% $262.29万 加仓
DFAX DIMENSIONAL ETF TRUST $463.47万0.02%136,435 19,11316.3% $64.93万 加仓
SMMU PIMCO ETF TR $463.03万0.02%91,780 5,9837.0% $30.18万 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $462.66万0.02%212,099 95,46281.8% $208.24万 加仓
HII HUNTINGTON INGALLS INDS INC $460.93万0.02%12,133 2141.8% $8.13万 加仓
GIS GENERAL MILLS INC $459.76万0.02%123,524 52,04672.8% $193.72万 加仓
SCHV SCHWAB STRATEGIC TR $459.71万0.02%150,725 3820.3% $1.17万 加仓
BSMT INVESCO EXCH TRD SLF IDX FD $459.31万0.02%199,494 28,47616.7% $65.56万 加仓
STZ CONSTELLATION BRANDS INC $458.31万0.02%30,554 1,1033.7% $16.55万 加仓
CRWV COREWEAVE INC $458.27万0.02%59,155 10,73122.2% $83.13万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $456.53万0.02%7,402 -171-2.3% -$10.55万 减仓
TRGP TARGA RES CORP $454.91万0.02%18,144 1160.6% $2.91万 加仓
KR KROGER CO $453.63万0.02%62,692 -14,481-18.8% -$104.78万 减仓
IXUS ISHARES TR $453.42万0.02%52,334 -917-1.7% -$7.94万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $452.17万0.02%257,974 44,83621.0% $78.59万 加仓
FITB FIFTH THIRD BANCORP $451.86万0.02%97,259 13,53616.2% $62.89万 加仓
WTV WISDOMTREE TR $451.06万0.02%47,616 1,1852.6% $11.23万 加仓
NBIS NEBIUS GROUP N.V. $450.12万0.02%43,381 -24,129-35.7% -$250.36万 减仓
— INNOVATOR ETFS TRUST $450.10万0.02%236,894 32,06315.7% $60.92万 加仓
RJF RAYMOND JAMES FINL INC $449.14万0.02%31,020 -880-2.8% -$12.74万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $445.78万0.02%387,632 15,7974.2% $18.17万 加仓
NDAQ NASDAQ INC $445.48万0.02%52,477 -852-1.6% -$7.23万 减仓
NUE NUCOR CORP $444.60万0.02%26,292 -367-1.4% -$6.21万 减仓
KE KIMBALL ELECTRONICS $443.44万0.02%187,186 80,00074.6% $189.52万 加仓
NUVB NUVATION BIO INC $442.35万0.02%1,031,112 78,9468.3% $33.87万 加仓
HCA HCA HEALTHCARE INC $440.56万0.02%9,309 3,02548.1% $143.16万 加仓
— INVESCO QUALITY MUN INCOME T $438.18万0.02%455,485 52,44313.0% $50.45万 加仓
CNEQ THE ALGER ETF TRUST $436.60万0.02%140,295 -19,943-12.4% -$62.06万 减仓
EMLC VANECK ETF TRUST $436.02万0.02%173,646 -301,649-63.5% -$757.44万 减仓
MET METLIFE INC $435.80万0.02%61,624 -5,327-8.0% -$37.67万 减仓
FUTY FIDELITY COVINGTON TRUST $435.65万0.02%73,751 4,9017.1% $28.95万 加仓
NULV NUSHARES ETF TR $433.05万0.02%95,175 -11,403-10.7% -$51.88万 减仓
BSMQ INVESCO EXCH TRD SLF IDX FD $432.75万0.02%183,173 10,3696.0% $24.50万 加仓
EQT EQT CORP $431.61万0.02%82,383 -24,197-22.7% -$126.77万 减仓
JNK SPDR SERIES TRUST $430.55万0.02%44,980 11,81335.6% $113.07万 加仓
OMC OMNICOM GROUP INC $429.57万0.02%57,040 12,42527.8% $93.57万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $428.42万0.02%26,977 -6,057-18.3% -$96.19万 减仓
TCHP T ROWE PRICE ETF INC $427.69万0.02%96,807 10,81312.6% $47.77万 加仓
IRM IRON MTN INC DEL $427.13万0.02%41,818 16,69266.4% $170.49万 加仓
TTE TOTALENERGIES SE $426.24万0.02%46,850 3,0426.9% $27.68万 加仓
BE BLOOM ENERGY CORP $425.38万0.02%31,396 4,58017.1% $62.05万 加仓
FSTA FIDELITY COVINGTON TRUST $422.74万0.02%80,783 -1,779-2.2% -$9.31万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $421.70万0.02%26,544 -1,460-5.2% -$23.19万 减仓
VTWO VANGUARD SCOTTSDALE FDS $420.98万0.02%42,027 -389-0.9% -$3.90万 减仓
DLR DIGITAL RLTY TR INC $420.23万0.02%23,319 -565-2.4% -$10.18万 减仓
XYL XYLEM INC $417.33万0.02%34,923 -8,140-18.9% -$97.27万 减仓
F FORD MTR CO $416.39万0.02%360,824 19,7045.8% $22.74万 加仓
— EA SERIES TRUST $414.55万0.01%237,915 710.0% $1,237 加仓
ROUS LATTICE STRATEGIES TR $413.01万0.01%69,954 11,23919.1% $66.36万 加仓
ICOW PACER FDS TR $412.90万0.01%97,291 -27,914-22.3% -$118.47万 减仓
PNFP PINNACLE FINL PARTNERS INC $412.17万0.01%47,848 47,848— $412.17万 新建仓
BSX BOSTON SCIENTIFIC CORP $410.77万0.01%65,461 -27,583-29.6% -$173.08万 减仓
AG FIRST MAJESTIC SILVER CORP $409.59万0.01%220,814 -75,722-25.5% -$140.46万 减仓
IJT ISHARES TR $408.96万0.01%28,261 2,3068.9% $33.37万 加仓
COHR COHERENT CORP $407.01万0.01%17,086 3,95230.1% $94.14万 加仓
PSA PUBLIC STORAGE OPER CO $406.31万0.01%14,999 -2,453-14.1% -$66.45万 减仓
MCO MOODYS CORP $405.86万0.01%9,303 3,66765.1% $159.98万 加仓
SKT TANGER INC $404.06万0.01%118,911 17,29717.0% $58.78万 加仓
HOOD ROBINHOOD MKTS INC $403.57万0.01%58,235 -76,881-56.9% -$532.79万 减仓
USIG ISHARES TR $403.51万0.01%78,765 2,1792.8% $11.16万 加仓
FESM FIDELITY COVINGTON TRUST $402.56万0.01%105,938 6,4406.5% $24.47万 加仓
NULG NUSHARES ETF TR $397.72万0.01%43,735 -2,549-5.5% -$23.18万 减仓
NRG NRG ENERGY INC $397.33万0.01%27,188 -18,247-40.2% -$266.67万 减仓
BBY BEST BUY INC $397.29万0.01%61,883 -6,816-9.9% -$43.76万 减仓
EPAM EPAM SYS INC $397.15万0.01%29,332 7,36733.5% $99.75万 加仓
DMC FRESH DEL MONTE PRODUCE INC $396.93万0.01%98,591 14,28916.9% $57.53万 加仓
FTHY FIRST TR HIGH YIELD OPPRT 20 $394.99万0.01%291,934 -25,851-8.1% -$34.98万 减仓
HBAN HUNTINGTON BANCSHARES INC $394.66万0.01%252,180 -38,832-13.3% -$60.77万 减仓
EXC EXELON CORP $393.05万0.01%80,181 -197-0.2% -$9,657 减仓
OWL BLUE OWL CAPITAL INC $391.63万0.01%428,949 74,92621.2% $68.41万 加仓
IVES WEDBUSH SER TR $386.28万0.01%136,159 6,0854.7% $17.26万 加仓
SPIB SPDR SERIES TRUST $386.26万0.01%115,165 76,912201.1% $257.96万 加仓
TIP ISHARES TR $383.37万0.01%34,738 -11,077-24.2% -$122.25万 减仓
NWSA NEWS CORP NEW $382.81万0.01%153,553 43,32439.3% $108.01万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $382.23万0.01%76,264 18,03931.0% $90.41万 加仓
TDG TRANSDIGM GROUP INC $382.16万0.01%3,297 110.3% $1.28万 加仓
BILZ PIMCO ETF TR $379.42万0.01%37,578 37,578— $379.42万 新建仓
PKG PACKAGING CORP AMER $376.91万0.01%17,760 -1,012-5.4% -$21.48万 减仓