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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8.54亿 | 3.09% | 3,365,597 | -66,699 | -1.9% | -$1,692.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5.92亿 | 2.14% | 3,427,577 | 103,145 | 3.1% | $1,782.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $5.82亿 | 2.10% | 1,572,845 | 60,460 | 4.0% | $2,238.05万 | 加仓 |
| IVV | ISHARES TR | $5.75亿 | 2.08% | 879,831 | 76,462 | 9.5% | $4,994.57万 | 加仓 |
| AMZN | AMAZON COM INC | $4.38亿 | 1.58% | 2,102,077 | 51,522 | 2.5% | $1,073.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.22亿 | 1.52% | 1,434,818 | -23,482 | -1.6% | -$690.75万 | 减仓 |
| GOOGL | ALPHABET INC | $3.71亿 | 1.34% | 1,289,339 | -126,473 | -8.9% | -$3,636.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3.62亿 | 1.31% | 605,643 | 4,192 | 0.7% | $250.49万 | 加仓 |
| WMT | WALMART INC | $3.58亿 | 1.29% | 2,879,062 | -58,596 | -2.0% | -$728.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.44亿 | 1.24% | 607,741 | 3,730 | 0.6% | $211.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.00亿 | 1.09% | 663,882 | 39,132 | 6.3% | $1,770.45万 | 加仓 |
| AVGO | BROADCOM INC | $2.93亿 | 1.06% | 948,027 | -179,105 | -15.9% | -$5,543.48万 | 减仓 |
| — | EXXON MOBIL CORP | $2.67亿 | 0.97% | 1,575,169 | -230,336 | -12.8% | -$3,907.88万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2.54亿 | 0.92% | 4,370,801 | -371,463 | -7.8% | -$2,161.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.51亿 | 0.91% | 1,212,537 | -122,319 | -9.2% | -$2,530.78万 | 减仓 |
| META | META PLATFORMS INC | $2.33亿 | 0.84% | 407,031 | -9,639 | -2.3% | -$551.48万 | 减仓 |
| V | VISA INC | $2.29亿 | 0.83% | 757,409 | 16,206 | 2.2% | $489.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2.24亿 | 0.81% | 1,141,620 | -78,652 | -6.4% | -$1,543.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2.17亿 | 0.78% | 888,033 | -16,441 | -1.8% | -$401.88万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2.11亿 | 0.76% | 2,755,901 | 295,758 | 12.0% | $2,263.73万 | 加仓 |
| IVW | ISHARES TR | $2.06亿 | 0.74% | 1,821,181 | 71,674 | 4.1% | $810.70万 | 加仓 |
| GOOG | ALPHABET INC | $2.05亿 | 0.74% | 715,045 | 49,018 | 7.4% | $1,406.13万 | 加仓 |
| CSCO | CISCO SYS INC | $1.91亿 | 0.69% | 2,467,602 | 386,151 | 18.6% | $2,996.15万 | 加仓 |
| EFV | ISHARES TR | $1.82亿 | 0.66% | 2,443,575 | 407,636 | 20.0% | $3,030.78万 | 加仓 |
| IVE | ISHARES TR | $1.81亿 | 0.66% | 858,916 | -56,305 | -6.2% | -$1,188.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.77亿 | 0.64% | 404,600 | -1,302 | -0.3% | -$56.87万 | 减仓 |
| LLY | ELI LILLY & CO | $1.69亿 | 0.61% | 184,095 | 7,734 | 4.4% | $711.35万 | 加仓 |
| TJX | TJX COS INC NEW | $1.64亿 | 0.59% | 1,026,095 | 200 | 0.0% | $3.19万 | 加仓 |
| IEMG | ISHARES INC | $1.56亿 | 0.56% | 2,236,823 | -186,712 | -7.7% | -$1,302.32万 | 减仓 |
| HD | HOME DEPOT INC | $1.52亿 | 0.55% | 463,552 | -4,453 | -1.0% | -$146.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.52亿 | 0.55% | 152,950 | -1,394 | -0.9% | -$138.90万 | 减仓 |
| CAT | CATERPILLAR INC | $1.52亿 | 0.55% | 215,064 | -18,595 | -8.0% | -$1,317.38万 | 减仓 |
| AGX | ARGAN INC | $1.51亿 | 0.55% | 1,076,095 | 1,076,095 | — | $1.51亿 | 新建仓 |
| PSX | PHILLIPS 66 | $1.50亿 | 0.54% | 824,364 | -172,591 | -17.3% | -$3,144.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.47亿 | 0.53% | 2,296,726 | -32,405 | -1.4% | -$207.65万 | 减仓 |
| PYLD | PIMCO ETF TR | $1.47亿 | 0.53% | 5,609,062 | 394,557 | 7.6% | $1,033.74万 | 加仓 |
| TSLA | TESLA INC | $1.43亿 | 0.52% | 391,865 | 7,243 | 1.9% | $263.87万 | 加仓 |
| IUSB | ISHARES TR | $1.43亿 | 0.52% | 3,087,463 | 252,999 | 8.9% | $1,168.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.41亿 | 0.51% | 692,442 | 8,789 | 1.3% | $178.79万 | 加仓 |
| QUAL | ISHARES TR | $1.41亿 | 0.51% | 732,682 | 18,529 | 2.6% | $355.40万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1.40亿 | 0.51% | 3,875,370 | 306,181 | 8.6% | $1,108.99万 | 加仓 |
| ABBV | ABBVIE INC | $1.37亿 | 0.50% | 632,140 | 5,648 | 0.9% | $122.84万 | 加仓 |
| BOND | PIMCO ETF TR | $1.23亿 | 0.45% | 1,336,231 | 280,940 | 26.6% | $2,592.51万 | 加仓 |
| IEFA | ISHARES TR | $1.23亿 | 0.44% | 1,358,502 | 81,248 | 6.4% | $735.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.22亿 | 0.44% | 381,666 | -38,482 | -9.2% | -$1,234.54万 | 减仓 |
| GLD | SPDR GOLD TR | $1.17亿 | 0.42% | 271,252 | 16,400 | 6.4% | $705.68万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.08亿 | 0.39% | 3,290,414 | 201,227 | 6.5% | $663.04万 | 加仓 |
| SO | SOUTHERN CO | $1.00亿 | 0.36% | 1,039,273 | -126,421 | -10.8% | -$1,220.22万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $9,885.48万 | 0.36% | 2,927,297 | 179,577 | 6.5% | $606.43万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $9,818.48万 | 0.35% | 1,437,974 | 125,245 | 9.5% | $855.17万 | 加仓 |
| MTUM | ISHARES TR | $9,570.18万 | 0.35% | 398,773 | 22,679 | 6.0% | $544.27万 | 加仓 |
| TLH | ISHARES TR | $9,308.64万 | 0.34% | 924,211 | -52,991 | -5.4% | -$533.72万 | 减仓 |
| WFC | WELLS FARGO & CO | $9,104.64万 | 0.33% | 1,143,655 | 23,330 | 2.1% | $185.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $9,060.82万 | 0.33% | 315,510 | 622 | 0.2% | $17.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,909.98万 | 0.32% | 2,292,841 | -191,430 | -7.7% | -$743.90万 | 减仓 |
| PLD | PROLOGIS INC. | $8,816.77万 | 0.32% | 667,027 | 8,741 | 1.3% | $115.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,670.53万 | 0.31% | 451,779 | 40,922 | 10.0% | $785.37万 | 加仓 |
| IWF | ISHARES TR | $8,663.62万 | 0.31% | 203,180 | -7,749 | -3.7% | -$330.42万 | 减仓 |
| — | HONEYWELL INTL INC | $8,554.18万 | 0.31% | 378,454 | 11,353 | 3.1% | $256.61万 | 加仓 |
| AGG | ISHARES TR | $8,487.36万 | 0.31% | 854,978 | -83,741 | -8.9% | -$831.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,184.86万 | 0.30% | 242,190 | -9,803 | -3.9% | -$331.29万 | 减仓 |
| MCD | MCDONALDS CORP | $8,160.00万 | 0.29% | 262,557 | 114,529 | 77.4% | $3,559.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $8,022.12万 | 0.29% | 485,191 | -3,093 | -0.6% | -$51.14万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7,967.81万 | 0.29% | 496,994 | -28,786 | -5.5% | -$461.50万 | 减仓 |
| ADI | ANALOG DEVICES INC | $7,811.46万 | 0.28% | 245,536 | 7,808 | 3.3% | $248.40万 | 加仓 |
| MBB | ISHARES TR | $7,759.72万 | 0.28% | 817,242 | 51,204 | 6.7% | $486.18万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $7,511.66万 | 0.27% | 457,665 | -47,435 | -9.4% | -$778.55万 | 减仓 |
| EFG | ISHARES TR | $7,375.82万 | 0.27% | 662,281 | 527,578 | 391.7% | $5,875.64万 | 加仓 |
| IJR | ISHARES TR | $7,288.89万 | 0.26% | 586,348 | -12,289 | -2.1% | -$152.76万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,267.96万 | 0.26% | 986,959 | -101,109 | -9.3% | -$744.57万 | 减仓 |
| BLK | BLACKROCK INC | $6,905.68万 | 0.25% | 71,807 | -456 | -0.6% | -$43.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,876.12万 | 0.25% | 319,730 | -36,454 | -10.2% | -$783.98万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $6,866.26万 | 0.25% | 1,893,097 | 748,283 | 65.4% | $2,714.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,797.46万 | 0.25% | 464,688 | -6,337 | -1.3% | -$92.70万 | 减仓 |
| BA | BOEING CO | $6,579.00万 | 0.24% | 330,553 | 735 | 0.2% | $14.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,566.38万 | 0.24% | 1,214,872 | -30,068 | -2.4% | -$162.52万 | 减仓 |
| DGRO | ISHARES TR | $6,514.04万 | 0.24% | 928,191 | 42,358 | 4.8% | $297.27万 | 加仓 |
| GOVT | ISHARES TR | $6,504.12万 | 0.23% | 2,838,987 | 2,203,995 | 347.1% | $5,049.35万 | 加仓 |
| PULS | PGIM ETF TR | $6,471.31万 | 0.23% | 1,307,335 | 120,342 | 10.1% | $595.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $6,411.42万 | 0.23% | 727,251 | -450,450 | -38.2% | -$3,971.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,341.49万 | 0.23% | 187,706 | 72,393 | 62.8% | $2,445.74万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,243.00万 | 0.23% | 877,072 | -648 | -0.1% | -$4.61万 | 减仓 |
| T | AT&T INC | $6,218.77万 | 0.22% | 2,145,141 | 50,326 | 2.4% | $145.90万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6,066.89万 | 0.22% | 1,509,552 | 49,640 | 3.4% | $199.50万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,062.11万 | 0.22% | 1,425,035 | 73,645 | 5.4% | $313.29万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $6,049.61万 | 0.22% | 509,956 | -5,663 | -1.1% | -$67.18万 | 减仓 |
| GEV | GE VERNOVA INC | $5,970.40万 | 0.22% | 71,010 | 2,167 | 3.1% | $182.20万 | 加仓 |
| — | CENCORA INC | $5,938.68万 | 0.21% | 1,045,981 | 1,045,981 | — | $5,938.68万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $5,860.96万 | 0.21% | 347,399 | 4,108 | 1.2% | $69.31万 | 加仓 |
| GPC | GENUINE PARTS CO | $5,841.17万 | 0.21% | 552,356 | 473,600 | 601.4% | $5,008.33万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5,840.11万 | 0.21% | 1,153,944 | -60,555 | -5.0% | -$306.47万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,833.11万 | 0.21% | 1,278,631 | 54,232 | 4.4% | $247.41万 | 加仓 |
| LOW | LOWES COS INC | $5,791.17万 | 0.21% | 245,098 | 142,938 | 139.9% | $3,377.34万 | 加仓 |
| MINT | PIMCO ETF TR | $5,790.24万 | 0.21% | 575,742 | 112,318 | 24.2% | $1,129.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,736.55万 | 0.21% | 114,809 | 5,684 | 5.2% | $284.01万 | 加仓 |
| USMV | ISHARES TR | $5,734.36万 | 0.21% | 618,327 | 142,687 | 30.0% | $1,323.28万 | 加仓 |
| ORCL | ORACLE CORP | $5,606.38万 | 0.20% | 381,102 | -49,359 | -11.5% | -$726.12万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,576.65万 | 0.20% | 234,688 | 69,883 | 42.4% | $1,660.56万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5,552.42万 | 0.20% | 1,663,897 | 147,805 | 9.7% | $493.22万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $5,548.61万 | 0.20% | 575,164 | 518,571 | 916.3% | $5,002.65万 | 加仓 |