NewEdge Advisors, LLC
NEW ORLEANS LA · SEC CIK 0001633516
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SAP | SAP SE | $597.90万 | 0.02% | 38,797 | -174,685 | -81.8% | -$2,692.07万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $593.50万 | 0.02% | 116,750 | 9,773 | 9.1% | $49.68万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $592.17万 | 0.02% | 105,051 | 7,792 | 8.0% | $43.92万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $591.74万 | 0.02% | 48,066 | 8,291 | 20.8% | $102.07万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $590.63万 | 0.02% | 123,795 | 8,149 | 7.0% | $38.88万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $589.67万 | 0.02% | 41,123 | -2,044 | -4.7% | -$29.31万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $589.47万 | 0.02% | 486,357 | 98,725 | 25.5% | $119.65万 | 加仓 |
| GVI | ISHARES TR | $589.35万 | 0.02% | 55,549 | 4,794 | 9.4% | $50.86万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $589.15万 | 0.02% | 163,063 | -2,926 | -1.8% | -$10.57万 | 减仓 |
| MSTR | STRATEGY INC | $588.56万 | 0.02% | 67,705 | 13,373 | 24.6% | $116.25万 | 加仓 |
| IVZ | INVESCO LTD | $587.29万 | 0.02% | 222,541 | 155,038 | 229.7% | $409.15万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $587.01万 | 0.02% | 48,346 | 6,319 | 15.0% | $76.72万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $584.75万 | 0.02% | 116,068 | 13,681 | 13.4% | $68.92万 | 加仓 |
| FTMS | PUTNAM FRANKLIN | $584.74万 | 0.02% | 587,973 | 8,649 | 1.5% | $8.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $582.73万 | 0.02% | 109,848 | 109,848 | — | $582.73万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $579.90万 | 0.02% | 12,630 | -50,681 | -80.1% | -$2,326.99万 | 减仓 |
| CPAI | NORTHERN LTS FD TR III | $578.15万 | 0.02% | 111,269 | 77,610 | 230.6% | $403.26万 | 加仓 |
| FTI | TECHNIPFMC PLC | $578.08万 | 0.02% | 87,191 | -10,118 | -10.4% | -$67.08万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $577.20万 | 0.02% | 88,964 | 533 | 0.6% | $3.46万 | 加仓 |
| KKR | KKR & CO INC | $572.64万 | 0.02% | 62,393 | -2,256 | -3.5% | -$20.71万 | 减仓 |
| HDV | ISHARES TR | $572.35万 | 0.02% | 208,811 | 23,316 | 12.6% | $63.91万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $572.04万 | 0.02% | 218,088 | -384,848 | -63.8% | -$1,009.45万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $571.32万 | 0.02% | 57,949 | -1,911 | -3.2% | -$18.84万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $568.10万 | 0.02% | 561,365 | 105,880 | 23.2% | $107.15万 | 加仓 |
| IGLB | ISHARES TR | $567.91万 | 0.02% | 113,491 | 11,415 | 11.2% | $57.12万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $567.88万 | 0.02% | 21,388 | 17,139 | 403.4% | $455.06万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $563.59万 | 0.02% | 224,896 | 73,417 | 48.5% | $183.98万 | 加仓 |
| IBHF | ISHARES TR | $563.55万 | 0.02% | 248,808 | 10,646 | 4.5% | $24.11万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $560.01万 | 0.02% | 16,264 | -168 | -1.0% | -$5.78万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $559.38万 | 0.02% | 27,746 | 2,049 | 8.0% | $41.31万 | 加仓 |
| GM | GENERAL MTRS CO | $557.92万 | 0.02% | 72,382 | 6,498 | 9.9% | $50.09万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $557.74万 | 0.02% | 250,443 | 145,967 | 139.7% | $325.07万 | 加仓 |
| IXUS | ISHARES TR | $552.34万 | 0.02% | 57,874 | 5,540 | 10.6% | $52.87万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $552.20万 | 0.02% | 135,843 | -25,599 | -15.9% | -$104.06万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $551.67万 | 0.02% | 19,631 | -22,021 | -52.9% | -$618.83万 | 减仓 |
| ABNB | AIRBNB INC | $551.45万 | 0.02% | 38,536 | 553 | 1.5% | $7.91万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $546.69万 | 0.02% | 109,011 | 32,747 | 42.9% | $164.23万 | 加仓 |
| DDWM | WISDOMTREE TR | $544.77万 | 0.02% | 117,967 | 7,045 | 6.4% | $32.53万 | 加仓 |
| XYL | XYLEM INC | $544.45万 | 0.02% | 46,059 | 11,136 | 31.9% | $131.64万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $542.47万 | 0.02% | 159,551 | 9,334 | 6.2% | $31.74万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $542.45万 | 0.02% | 89,973 | -17,729 | -16.5% | -$106.89万 | 减仓 |
| IREN | IREN LIMITED | $542.25万 | 0.02% | 118,577 | 89,116 | 302.5% | $407.53万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $542.12万 | 0.02% | 7,708 | 306 | 4.1% | $21.52万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $541.94万 | 0.02% | 147,107 | 10,672 | 7.8% | $39.32万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $538.30万 | 0.02% | 65,694 | -19,333 | -22.7% | -$158.42万 | 减仓 |
| NWSA | NEWS CORP NEW | $537.70万 | 0.02% | 216,552 | 62,999 | 41.0% | $156.43万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $536.34万 | 0.02% | 205,731 | 61,624 | 42.8% | $160.65万 | 加仓 |
| PAAA | PGIM ETF TR | $536.03万 | 0.02% | 104,551 | 57,681 | 123.1% | $295.73万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $534.78万 | 0.02% | 83,756 | 40,680 | 94.4% | $259.74万 | 加仓 |
| IXN | ISHARES TR | $534.58万 | 0.02% | 37,000 | 346 | 0.9% | $5.00万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $534.00万 | 0.02% | 106,608 | 9,801 | 10.1% | $49.09万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $533.75万 | 0.02% | 52,910 | 5,062 | 10.6% | $51.07万 | 加仓 |
| IHDG | WISDOMTREE TR | $532.94万 | 0.02% | 101,745 | 3,779 | 3.9% | $19.79万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $530.44万 | 0.02% | 152,382 | 1,657 | 1.1% | $5.77万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $528.57万 | 0.02% | 58,219 | -2,105 | -3.5% | -$19.11万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $528.17万 | 0.02% | 94,722 | 27,119 | 40.1% | $151.22万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $526.01万 | 0.02% | 310,329 | 5,210 | 1.7% | $8.83万 | 加仓 |
| BG | BUNGE GLOBAL SA | $525.70万 | 0.02% | 49,256 | 6,788 | 16.0% | $72.45万 | 加仓 |
| MPLX | MPLX LP | $523.88万 | 0.02% | 93,002 | 10,203 | 12.3% | $57.47万 | 加仓 |
| VDE | VANGUARD WORLD FD | $523.24万 | 0.02% | 34,852 | -34,079 | -49.4% | -$511.63万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $522.56万 | 0.02% | 143,837 | 60,733 | 73.1% | $220.64万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $520.11万 | 0.02% | 96,891 | -23,040 | -19.2% | -$123.68万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $519.92万 | 0.02% | 221,808 | 14,255 | 6.9% | $33.41万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $517.13万 | 0.02% | 41,043 | -3,224 | -7.3% | -$40.62万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $516.98万 | 0.02% | 107,057 | 1,119 | 1.1% | $5.40万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $516.97万 | 0.02% | 201,940 | 14,754 | 7.9% | $37.77万 | 加仓 |
| SMMU | PIMCO ETF TR | $516.91万 | 0.02% | 102,358 | 10,578 | 11.5% | $53.42万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $515.88万 | 0.02% | 116,320 | -161 | -0.1% | -$7,140 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $515.80万 | 0.02% | 25,017 | -1,960 | -7.3% | -$40.41万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $514.95万 | 0.02% | 217,832 | 14,192 | 7.0% | $33.55万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $514.63万 | 0.02% | 256,610 | -16,896 | -6.2% | -$33.88万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $512.51万 | 0.02% | 11,172 | -4,724 | -29.7% | -$216.71万 | 减仓 |
| NULG | NUSHARES ETF TR | $512.24万 | 0.02% | 43,759 | 24 | 0.1% | $2,809 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $509.82万 | 0.02% | 75,820 | -1,777 | -2.3% | -$11.95万 | 减仓 |
| EFAV | ISHARES TR | $508.46万 | 0.02% | 57,970 | -6,789 | -10.5% | -$59.55万 | 减仓 |
| B | BARRICK MNG CORP | $508.39万 | 0.02% | 138,414 | 96,636 | 231.3% | $354.94万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $505.83万 | 0.02% | 122,893 | -1,280 | -1.0% | -$5.27万 | 减仓 |
| KWEB | KRANESHARES TRUST | $505.61万 | 0.02% | 206,625 | 28,814 | 16.2% | $70.51万 | 加仓 |
| IJT | ISHARES TR | $504.74万 | 0.02% | 28,261 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $503.89万 | 0.02% | 51,001 | -4,520 | -8.1% | -$44.66万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $503.43万 | 0.01% | 583,348 | -193,517 | -24.9% | -$167.01万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $499.64万 | 0.01% | 33,016 | -11,016 | -25.0% | -$166.71万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $498.47万 | 0.01% | 216,442 | 16,948 | 8.5% | $39.03万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $498.01万 | 0.01% | 126,078 | 53,152 | 72.9% | $209.95万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $493.34万 | 0.01% | 569,021 | -272,679 | -32.4% | -$236.41万 | 减仓 |
| PSA | PUBLIC STORAGE | $493.16万 | 0.01% | 15,493 | 494 | 3.3% | $15.72万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $490.43万 | 0.01% | 99,096 | 57,804 | 140.0% | $286.07万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $489.86万 | 0.01% | 41,404 | 23,400 | 130.0% | $276.85万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $488.84万 | 0.01% | 75,790 | 8,288 | 12.3% | $53.46万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $488.78万 | 0.01% | 45,149 | 32,193 | 248.5% | $348.52万 | 加仓 |
| SLB | SLB LIMITED | $487.14万 | 0.01% | 104,785 | -3,480 | -3.2% | -$16.18万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $487.03万 | 0.01% | 36,151 | -16,664 | -31.6% | -$224.50万 | 减仓 |
| TRGP | TARGA RES CORP | $486.48万 | 0.01% | 18,143 | -1 | -0.0% | -$268 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $484.75万 | 0.01% | 29,311 | 3,007 | 11.4% | $49.73万 | 加仓 |
| NULV | NUSHARES ETF TR | $483.84万 | 0.01% | 96,788 | 1,613 | 1.7% | $8.06万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $482.54万 | 0.01% | 56,372 | 6,377 | 12.8% | $54.59万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $480.80万 | 0.01% | 93,722 | -5,029 | -5.1% | -$25.80万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $480.79万 | 0.01% | 19,233 | 9,550 | 98.6% | $238.73万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $475.64万 | 0.01% | 217,003 | 4,904 | 2.3% | $10.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $475.57万 | 0.01% | 236,894 | 0 | 0.0% | — | 不变 |