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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $10.08亿 | 3.00% | 3,482,619 | 117,022 | 3.5% | $3,386.15万 | 加仓 |
| IVV | ISHARES TR | $8.87亿 | 2.64% | 1,183,931 | 304,100 | 34.6% | $2.28亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.50亿 | 2.23% | 1,004,114 | 396,373 | 65.2% | $2.96亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.97亿 | 2.08% | 3,483,179 | 55,602 | 1.6% | $1,112.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $6.20亿 | 1.85% | 1,661,376 | 88,531 | 5.6% | $3,302.38万 | 加仓 |
| AMZN | AMAZON COM INC | $5.17亿 | 1.54% | 2,168,590 | 66,513 | 3.2% | $1,585.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.76亿 | 1.42% | 1,455,328 | 20,510 | 1.4% | $671.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4.70亿 | 1.40% | 684,968 | 79,325 | 13.1% | $5,448.12万 | 加仓 |
| GOOGL | ALPHABET INC | $4.67亿 | 1.39% | 1,305,569 | 16,230 | 1.3% | $580.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.87亿 | 1.15% | 4,406,554 | 1,650,653 | 59.9% | $1.45亿 | 加仓 |
| AVGO | BROADCOM INC | $3.55亿 | 1.06% | 939,989 | -8,038 | -0.8% | -$303.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.34亿 | 1.00% | 668,204 | 4,322 | 0.7% | $216.27万 | 加仓 |
| WMT | WALMART INC | $3.24亿 | 0.97% | 2,860,565 | -18,497 | -0.6% | -$209.50万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2.97亿 | 0.88% | 4,366,134 | -4,667 | -0.1% | -$31.74万 | 减仓 |
| CSCO | CISCO SYS INC | $2.94亿 | 0.88% | 2,505,809 | 38,207 | 1.5% | $448.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.94亿 | 0.88% | 506,265 | -186,177 | -26.9% | -$1.08亿 | 减仓 |
| GOOG | ALPHABET INC | $2.72亿 | 0.81% | 769,336 | 54,291 | 7.6% | $1,918.26万 | 加仓 |
| V | VISA INC | $2.61亿 | 0.78% | 760,691 | 3,282 | 0.4% | $112.60万 | 加仓 |
| IVW | ISHARES TR | $2.53亿 | 0.75% | 1,841,602 | 20,421 | 1.1% | $280.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.48亿 | 0.74% | 214,739 | 27,033 | 14.4% | $3,120.41万 | 加仓 |
| AGX | ARGAN INC | $2.47亿 | 0.73% | 1,497,643 | 421,548 | 39.2% | $6,944.64万 | 加仓 |
| META | META PLATFORMS INC | $2.38亿 | 0.71% | 422,101 | 15,070 | 3.7% | $848.88万 | 加仓 |
| LLY | ELI LILLY & CO | $2.34亿 | 0.70% | 194,721 | 10,626 | 5.8% | $1,274.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.33亿 | 0.69% | 917,872 | 29,839 | 3.4% | $757.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2.28亿 | 0.68% | 1,046,231 | -95,389 | -8.4% | -$2,078.81万 | 减仓 |
| CAT | CATERPILLAR INC | $2.26亿 | 0.67% | 212,215 | -2,849 | -1.3% | -$303.39万 | 减仓 |
| — | EXXON MOBIL CORP | $2.22亿 | 0.66% | 1,621,680 | 46,511 | 3.0% | $635.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.10亿 | 0.63% | 2,441,322 | 13,722 | 0.6% | $118.20万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2.07亿 | 0.62% | 480,589 | 22,924 | 5.0% | $989.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2.07亿 | 0.62% | 1,249,960 | 37,423 | 3.1% | $620.32万 | 加仓 |
| IUSB | ISHARES TR | $1.90亿 | 0.57% | 4,110,503 | 1,023,040 | 33.1% | $4,721.33万 | 加仓 |
| IVE | ISHARES TR | $1.84亿 | 0.55% | 808,622 | -50,294 | -5.9% | -$1,141.97万 | 减仓 |
| TSLA | TESLA INC | $1.72亿 | 0.51% | 409,932 | 18,067 | 4.6% | $759.90万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.71亿 | 0.51% | 6,448,357 | 839,295 | 15.0% | $2,225.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.68亿 | 0.50% | 2,363,407 | 66,681 | 2.9% | $475.10万 | 加仓 |
| HD | HOME DEPOT INC | $1.67亿 | 0.50% | 472,273 | 8,721 | 1.9% | $307.57万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.59亿 | 0.47% | 467,364 | -29,630 | -6.0% | -$1,010.44万 | 减仓 |
| TJX | TJX COS INC NEW | $1.59亿 | 0.47% | 1,047,163 | 21,068 | 2.1% | $319.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.56亿 | 0.46% | 420,754 | 39,088 | 10.2% | $1,446.41万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1.56亿 | 0.46% | 3,712,785 | 1,819,688 | 96.1% | $7,626.31万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.55亿 | 0.46% | 2,934,791 | -355,623 | -10.8% | -$1,874.84万 | 减仓 |
| IEMG | ISHARES INC | $1.46亿 | 0.43% | 1,762,151 | -474,672 | -21.2% | -$3,932.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.46亿 | 0.43% | 155,824 | 2,874 | 1.9% | $268.85万 | 加仓 |
| PSX | PHILLIPS 66 | $1.39亿 | 0.41% | 823,275 | -1,089 | -0.1% | -$18.41万 | 减仓 |
| BOND | PIMCO ETF TR | $1.36亿 | 0.40% | 1,474,136 | 137,905 | 10.3% | $1,271.62万 | 加仓 |
| IEFA | ISHARES TR | $1.35亿 | 0.40% | 1,394,259 | 35,757 | 2.6% | $345.34万 | 加仓 |
| EFG | ISHARES TR | $1.35亿 | 0.40% | 1,081,097 | 418,816 | 63.2% | $5,210.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1.20亿 | 0.36% | 1,481,721 | 43,747 | 3.0% | $354.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.16亿 | 0.35% | 243,543 | 1,353 | 0.6% | $64.62万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1.13亿 | 0.34% | 2,630,587 | -1,244,783 | -32.1% | -$5,366.26万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.12亿 | 0.33% | 528,103 | 76,324 | 16.9% | $1,623.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.12亿 | 0.33% | 154,918 | 3,232 | 2.1% | $233.67万 | 加仓 |
| ABBV | ABBVIE INC | $1.11亿 | 0.33% | 439,164 | -192,976 | -30.5% | -$4,856.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1.10亿 | 0.33% | 1,359,872 | 97,832 | 7.8% | $788.23万 | 加仓 |
| MTUM | ISHARES TR | $1.09亿 | 0.32% | 317,902 | -80,871 | -20.3% | -$2,772.50万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.09亿 | 0.32% | 2,983,447 | 56,150 | 1.9% | $205.12万 | 加仓 |
| IWF | ISHARES TR | $1.05亿 | 0.31% | 845,080 | 32,360 | 4.0% | $401.81万 | 加仓 |
| GLD | SPDR GOLD TR | $1.03亿 | 0.31% | 279,250 | 7,998 | 2.9% | $294.63万 | 加仓 |
| SO | SOUTHERN CO | $1.02亿 | 0.30% | 1,067,217 | 27,944 | 2.7% | $267.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 0.30% | 2,291,061 | -1,780 | -0.1% | -$7.90万 | 减仓 |
| PULS | PGIM ETF TR | $1.02亿 | 0.30% | 2,049,668 | 742,333 | 56.8% | $3,678.26万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.01亿 | 0.30% | 1,764,963 | 848,045 | 92.5% | $4,832.16万 | 加仓 |
| ADI | ANALOG DEVICES INC | $9,963.31万 | 0.30% | 250,858 | 5,322 | 2.2% | $211.37万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,919.85万 | 0.30% | 327,421 | 92,733 | 39.5% | $2,809.52万 | 加仓 |
| PLD | PROLOGIS INC. | $9,565.50万 | 0.28% | 706,097 | 39,070 | 5.9% | $529.28万 | 加仓 |
| EFV | ISHARES TR | $9,457.06万 | 0.28% | 1,235,409 | -1,208,166 | -49.4% | -$9,248.51万 | 减仓 |
| TLH | ISHARES TR | $9,344.68万 | 0.28% | 931,209 | 6,998 | 0.8% | $70.22万 | 加仓 |
| MBB | ISHARES TR | $9,304.25万 | 0.28% | 984,369 | 167,127 | 20.5% | $1,579.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9,119.72万 | 0.27% | 504,103 | 18,912 | 3.9% | $342.14万 | 加仓 |
| IJR | ISHARES TR | $8,947.29万 | 0.27% | 603,283 | 16,935 | 2.9% | $251.16万 | 加仓 |
| AGG | ISHARES TR | $8,926.17万 | 0.27% | 901,815 | 46,837 | 5.5% | $463.59万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $8,869.46万 | 0.26% | 331,768 | -15,631 | -4.5% | -$417.88万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $8,514.68万 | 0.25% | 1,691,938 | 1,586,564 | 1,505.7% | $7,984.38万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8,438.62万 | 0.25% | 1,318,329 | 441,257 | 50.3% | $2,824.49万 | 加仓 |
| GOVT | ISHARES TR | $8,410.98万 | 0.25% | 3,692,267 | 853,280 | 30.1% | $1,943.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $8,406.11万 | 0.25% | 871,190 | 622,072 | 249.7% | $6,002.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $8,358.43万 | 0.25% | 192,888 | 34,079 | 21.5% | $1,476.75万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8,323.52万 | 0.25% | 530,329 | 314,896 | 146.2% | $4,942.30万 | 加仓 |
| GEV | GE VERNOVA INC | $8,223.55万 | 0.24% | 69,996 | -1,014 | -1.4% | -$119.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,828.14万 | 0.23% | 330,832 | 11,102 | 3.5% | $262.70万 | 加仓 |
| MINT | PIMCO ETF TR | $7,818.23万 | 0.23% | 775,541 | 199,799 | 34.7% | $2,014.17万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7,575.32万 | 0.23% | 1,604,940 | 95,388 | 6.3% | $450.23万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,507.19万 | 0.22% | 1,022,639 | 35,680 | 3.6% | $261.93万 | 加仓 |
| BA | BOEING CO | $7,364.25万 | 0.22% | 340,198 | 9,645 | 2.9% | $208.78万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $7,271.94万 | 0.22% | 502,866 | -7,090 | -1.4% | -$102.53万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $7,252.90万 | 0.22% | 1,713,417 | 49,520 | 3.0% | $209.62万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7,242.97万 | 0.22% | 1,213,432 | -1,440 | -0.1% | -$8.60万 | 减仓 |
| CMI | CUMMINS INC | $7,232.97万 | 0.22% | 101,415 | 5,268 | 5.5% | $375.72万 | 加仓 |
| DGRO | ISHARES TR | $7,226.47万 | 0.22% | 953,486 | 25,295 | 2.7% | $191.71万 | 加仓 |
| BLK | BLACKROCK INC | $7,086.14万 | 0.21% | 73,695 | 1,888 | 2.6% | $181.54万 | 加仓 |
| SNDK | SANDISK CORP | $6,871.49万 | 0.20% | 30,221 | 12,092 | 66.7% | $2,749.42万 | 加仓 |
| USMV | ISHARES TR | $6,814.74万 | 0.20% | 706,484 | 88,157 | 14.3% | $850.36万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,782.75万 | 0.20% | 106,193 | 6,645 | 6.7% | $424.43万 | 加仓 |
| ETN | EATON CORP PLC | $6,770.94万 | 0.20% | 158,898 | 15,543 | 10.8% | $662.32万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,645.81万 | 0.20% | 219,247 | 24,228 | 12.4% | $734.40万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $6,536.41万 | 0.19% | 595,464 | 20,300 | 3.5% | $222.83万 | 加仓 |
| GPC | GENUINE PARTS CO | $6,443.49万 | 0.19% | 546,151 | -6,205 | -1.1% | -$73.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6,402.36万 | 0.19% | 548,759 | 84,071 | 18.1% | $980.85万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $6,372.08万 | 0.19% | 1,260,051 | 106,107 | 9.2% | $536.58万 | 加仓 |
| SJM | SMUCKER J M CO | $6,346.07万 | 0.19% | 564,096 | 25,961 | 4.8% | $292.06万 | 加仓 |