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 |
|---|---|---|---|---|---|---|---|---|
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $375.77万 | 0.01% | 433,910 | -8,509 | -1.9% | -$7.37万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $374.45万 | 0.01% | 93,287 | 2,510 | 2.8% | $10.08万 | 加仓 |
| VDC | VANGUARD WORLD FD | $373.67万 | 0.01% | 16,638 | 3,137 | 23.2% | $70.45万 | 加仓 |
| SNY | SANOFI SA | $373.40万 | 0.01% | 77,501 | 12,172 | 18.6% | $58.64万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $373.36万 | 0.01% | 81,963 | 3,817 | 4.9% | $17.39万 | 加仓 |
| VAW | VANGUARD WORLD FD | $372.80万 | 0.01% | 16,543 | 13,575 | 457.4% | $305.91万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $370.68万 | 0.01% | 141,211 | 2,559 | 1.8% | $6.72万 | 加仓 |
| FTCS | FIRST TRUST | $369.87万 | 0.01% | 39,874 | -188,325 | -82.5% | -$1,746.91万 | 减仓 |
| EVMO | EATON VANCE | $369.52万 | 0.01% | 73,435 | 32,249 | 78.3% | $162.28万 | 加仓 |
| IBHG | ISHARES TR | $369.39万 | 0.01% | 166,920 | 14,013 | 9.2% | $31.01万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $368.94万 | 0.01% | 72,698 | 29,575 | 68.6% | $150.09万 | 加仓 |
| STT | STATE STR CORP | $368.31万 | 0.01% | 29,102 | -3,255 | -10.1% | -$41.19万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $368.21万 | 0.01% | 58,989 | 58,980 | 655,333.3% | $368.15万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $368.19万 | 0.01% | 56,645 | 695 | 1.2% | $4.52万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $367.83万 | 0.01% | 146,925 | 124,182 | 546.0% | $310.89万 | 加仓 |
| IBTM | ISHARES IBONDS | $367.13万 | 0.01% | 160,108 | -12,074 | -7.0% | -$27.69万 | 减仓 |
| OVV | OVINTIV INC | $367.01万 | 0.01% | 61,829 | 61,651 | 34,635.4% | $365.96万 | 加仓 |
| IXN | ISHARES TR | $366.43万 | 0.01% | 36,654 | -1,257 | -3.3% | -$12.57万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $364.50万 | 0.01% | 45,935 | 41,277 | 886.2% | $327.54万 | 加仓 |
| SYY | SYSCO CORP | $363.15万 | 0.01% | 50,912 | -1,021 | -2.0% | -$7.28万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $363.11万 | 0.01% | 33,204 | -1,223 | -3.6% | -$13.37万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $362.57万 | 0.01% | 59,390 | 21,047 | 54.9% | $128.49万 | 加仓 |
| JOET | VIRTUS ETF TR II | $362.52万 | 0.01% | 90,563 | -3,980 | -4.2% | -$15.93万 | 减仓 |
| SUSC | ISHARES TR | $360.65万 | 0.01% | 155,872 | 51,498 | 49.3% | $119.15万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $360.55万 | 0.01% | 48,385 | -1,680 | -3.4% | -$12.52万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $359.55万 | 0.01% | 68,033 | -64,582 | -48.7% | -$341.32万 | 减仓 |
| EFAA | INVESCO MSCI | $356.54万 | 0.01% | 67,603 | 25,479 | 60.5% | $134.38万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $356.27万 | 0.01% | 20,404 | 2,685 | 15.2% | $46.88万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $355.37万 | 0.01% | 72,926 | -8,425 | -10.4% | -$41.06万 | 减仓 |
| APA | APA CORPORATION | $354.86万 | 0.01% | 83,615 | 34,252 | 69.4% | $145.37万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $354.79万 | 0.01% | 12,623 | 2 | 0.0% | $562 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $353.07万 | 0.01% | 30,162 | -4,886 | -13.9% | -$57.19万 | 减仓 |
| TLN | TALEN ENERGY CORP | $352.99万 | 0.01% | 13,052 | -6,207 | -32.2% | -$167.87万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $352.13万 | 0.01% | 145,087 | 16,199 | 12.6% | $39.31万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $351.69万 | 0.01% | 103,376 | -24,328 | -19.1% | -$82.76万 | 减仓 |
| ACWV | ISHARES INC | $350.96万 | 0.01% | 29,366 | 277 | 1.0% | $3.31万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $349.12万 | 0.01% | 49,995 | 28,819 | 136.1% | $201.24万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $348.95万 | 0.01% | 17,191 | -10,280 | -37.4% | -$208.67万 | 减仓 |
| AOA | ISHARES TR | $348.85万 | 0.01% | 39,422 | 3,377 | 9.4% | $29.88万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $348.28万 | 0.01% | 61,984 | -267,490 | -81.2% | -$1,503.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $343.28万 | 0.01% | 42,406 | -1,325 | -3.0% | -$10.73万 | 减仓 |
| DOV | DOVER CORP | $343.22万 | 0.01% | 16,465 | 9 | 0.1% | $1,876 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $341.39万 | 0.01% | 223,128 | 223,026 | 218,652.9% | $341.23万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $340.61万 | 0.01% | 32,523 | 17,203 | 112.3% | $180.17万 | 加仓 |
| SMLF | ISHARES TR | $340.22万 | 0.01% | 45,069 | 19,109 | 73.6% | $144.25万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $339.94万 | 0.01% | 87,750 | 31,590 | 56.2% | $122.38万 | 加仓 |
| CTVA | CORTEVA INC | $339.64万 | 0.01% | 40,574 | -2,206 | -5.2% | -$18.47万 | 减仓 |
| DVYE | ISHARES INC | $339.10万 | 0.01% | 98,633 | -9,433 | -8.7% | -$32.43万 | 减仓 |
| FTMA | PUTNAM FRANKLIN | $338.28万 | 0.01% | 377,334 | 89,661 | 31.2% | $80.38万 | 加仓 |
| — | VANECK ETF TRUST | $337.88万 | 0.01% | 13,467 | -1,155 | -7.9% | -$28.98万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $337.65万 | 0.01% | 62,539 | -1,420 | -2.2% | -$7.67万 | 减仓 |
| UGI | UGI CORP NEW | $336.62万 | 0.01% | 92,426 | -1,876 | -2.0% | -$6.83万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $336.50万 | 0.01% | 117,043 | 12,793 | 12.3% | $36.78万 | 加仓 |
| QQQI | NEOS ETF TRUST | $336.20万 | 0.01% | 67,659 | 388 | 0.6% | $1.93万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $335.92万 | 0.01% | 115,913 | 9,899 | 9.3% | $28.69万 | 加仓 |
| PAYX | PAYCHEX INC | $335.87万 | 0.01% | 36,460 | -1,196 | -3.2% | -$11.02万 | 减仓 |
| VFH | VANGUARD WORLD FD | $335.79万 | 0.01% | 27,795 | -4,302 | -13.4% | -$51.97万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $334.26万 | 0.01% | 351,113 | 125,814 | 55.8% | $119.78万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $334.11万 | 0.01% | 174,104 | 2,183 | 1.3% | $4.19万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $333.25万 | 0.01% | 50,909 | -5,068 | -9.1% | -$33.18万 | 减仓 |
| IHI | ISHARES TR | $332.44万 | 0.01% | 62,314 | -5,363 | -7.9% | -$28.61万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $332.04万 | 0.01% | 169,582 | 116,072 | 216.9% | $227.27万 | 加仓 |
| COWG | PACER FDS TR | $329.77万 | 0.01% | 97,742 | -23,057 | -19.1% | -$77.79万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $328.12万 | 0.01% | 67,265 | 58,582 | 674.7% | $285.76万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $328.10万 | 0.01% | 151,479 | -68,426 | -31.1% | -$148.21万 | 减仓 |
| IYK | ISHARES TR | $325.99万 | 0.01% | 46,550 | 1,267 | 2.8% | $8.87万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $325.66万 | 0.01% | 131,313 | -657 | -0.5% | -$1.63万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $323.89万 | 0.01% | 57,520 | -12,803 | -18.2% | -$72.09万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $323.45万 | 0.01% | 132,614 | 9,471 | 7.7% | $23.10万 | 加仓 |
| BRO | BROWN & BROWN INC | $323.11万 | 0.01% | 49,549 | -5,601 | -10.2% | -$36.52万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $323.08万 | 0.01% | 97,786 | -26,125 | -21.1% | -$86.32万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $322.85万 | 0.01% | 63,666 | 11,050 | 21.0% | $56.03万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $321.30万 | 0.01% | 167,691 | 72,043 | 75.3% | $138.03万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $320.72万 | 0.01% | 81,650 | -10,153 | -11.1% | -$39.88万 | 减仓 |
| ISTB | ISHARES TR | $319.20万 | 0.01% | 65,868 | 20,485 | 45.1% | $99.27万 | 加仓 |
| LAND | GLADSTONE LD CORP | $318.96万 | 0.01% | 312,709 | -19,562 | -5.9% | -$19.95万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $316.40万 | 0.01% | 80,263 | 343 | 0.4% | $1.35万 | 加仓 |
| FSLR | FIRST SOLAR INC | $315.91万 | 0.01% | 16,015 | 1,827 | 12.9% | $36.04万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $315.74万 | 0.01% | 175,412 | 173,886 | 11,394.9% | $312.99万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $314.45万 | 0.01% | 74,691 | 353 | 0.5% | $1.49万 | 加仓 |
| UTWO | RBB FD INC | $313.94万 | 0.01% | 65,022 | 1,269 | 2.0% | $6.13万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $313.51万 | 0.01% | 87,621 | -5,825 | -6.2% | -$20.84万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $312.96万 | 0.01% | 114,971 | 4,582 | 4.2% | $12.47万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $312.58万 | 0.01% | 40,761 | -12,639 | -23.7% | -$96.92万 | 减仓 |
| RKLB | ROCKET LAB CORP | $311.90万 | 0.01% | 48,567 | 1,076 | 2.3% | $6.91万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $310.87万 | 0.01% | 60,956 | -40,160 | -39.7% | -$204.81万 | 减仓 |
| ES | EVERSOURCE ENERGY | $310.77万 | 0.01% | 44,858 | 1,891 | 4.4% | $13.10万 | 加仓 |
| XYLD | GLOBAL X FDS | $310.56万 | 0.01% | 79,367 | 2,749 | 3.6% | $10.76万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $310.53万 | 0.01% | 87,620 | -4,348 | -4.7% | -$15.41万 | 减仓 |
| IBMS | ISHARES TR | $310.28万 | 0.01% | 120,123 | -7,142 | -5.6% | -$18.45万 | 减仓 |
| USXF | ISHARES TR | $308.39万 | 0.01% | 55,868 | 8,833 | 18.8% | $48.76万 | 加仓 |
| MTB | M & T BK CORP | $308.38万 | 0.01% | 14,918 | -479 | -3.1% | -$9.90万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $307.81万 | 0.01% | 144,107 | 144,107 | — | $307.81万 | 新建仓 |
| USMF | WISDOMTREE TR | $307.38万 | 0.01% | 62,248 | -8,560 | -12.1% | -$42.27万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $306.52万 | 0.01% | 90,714 | -6,706 | -6.9% | -$22.66万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $306.40万 | 0.01% | 85,205 | 21,246 | 33.2% | $76.40万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $306.28万 | 0.01% | 49,604 | 8,275 | 20.0% | $51.09万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $305.51万 | 0.01% | 67,502 | 3,816 | 6.0% | $17.27万 | 加仓 |
| — | PACER FDS TR | $303.75万 | 0.01% | 160,037 | 9,194 | 6.1% | $17.45万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $302.89万 | 0.01% | 170,069 | 26,718 | 18.6% | $47.58万 | 加仓 |