13F 机构持仓

NewEdge Wealth, LLC

STAMFORD CT · SEC CIK 0001861796

2026Q22026Q1 更早 9 个季度 🔒
$83.95亿2026Q1 申报市值
1,124持仓数
26.4%前十大占比 · 第一大 4.6%
105 / 136新建仓 / 清仓
申报市值走势$100.06亿2026Q2
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

USFR 4.6%
AAPL 4.1%
MSFT 3.4%
NVDA 2.9%
GOOGL 2.8%
AVGO 1.9%
SPY 1.8%
JPM 1.7%
AMZN 1.7%
VGSH 1.6%

2026Q1 买入最多 按季末市值估算

FITB 加仓+$6,050.18万
HAS 新建仓+$4,767.11万
NOW 加仓+$2,790.84万
NFLX 加仓+$2,735.05万
MEDP 加仓+$2,181.41万

2026Q1 卖出最多 按季末市值估算

COMERICA INC 清仓-$5,579.10万
LOB 清仓-$4,326.11万
USFR 减仓-$3,513.86万
HRB 减仓-$2,634.15万
VTI 减仓-$2,219.04万

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
ALB ALBEMARLE CORP $00.00%0 —— — 申报中断
IBN ICICI BANK LIMITED $00.00%0 -10,234-100.0% -$30.50万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 —— — 申报中断
VMI VALMONT INDS INC $00.00%0 —— — 申报中断
SLV ISHARES SILVER TR 看涨期权 $00.00%0 -9,300-100.0% -$29.71万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 —— — 申报中断
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -903-100.0% -$29.67万 清仓
CPAY CORPAY INC $00.00%0 —— — 申报中断
KRE SPDR SERIES TRUST $00.00%0 -4,367-100.0% -$28.30万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -6,970-100.0% -$28.02万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,465-100.0% -$28.00万 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 -4,375-100.0% -$27.74万 清仓
BRO BROWN & BROWN INC $00.00%0 -3,472-100.0% -$27.67万 清仓
CHRW C H ROBINSON WORLDWIDE INC $00.00%0 -1,715-100.0% -$27.57万 清仓
KEY KEYCORP $00.00%0 -13,322-100.0% -$27.50万 清仓
GLPI GAMING & LEISURE PPTYS INC $00.00%0 -6,063-100.0% -$27.10万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,499-100.0% -$27.05万 清仓
IP INTERNATIONAL PAPER CO $00.00%0 —— — 申报中断
APTV APTIV PLC $00.00%0 -3,484-100.0% -$26.51万 清仓
EXP EAGLE MATLS INC $00.00%0 —— — 申报中断
CNX CNX RES CORP $00.00%0 -7,162-100.0% -$26.33万 清仓
ALLY ALLY FINL INC $00.00%0 —— — 申报中断
CFG CITIZENS FINL GROUP INC $00.00%0 -4,439-100.0% -$25.93万 清仓
GEN GEN DIGITAL INC $00.00%0 -9,531-100.0% -$25.91万 清仓
AOS SMITH A O CORP $00.00%0 -3,839-100.0% -$25.68万 清仓
RDDT REDDIT INC $00.00%0 —— — 申报中断
WSM WILLIAMS SONOMA INC $00.00%0 -1,408-100.0% -$25.15万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -2,848-100.0% -$25.12万 清仓
FIVE FIVE BELOW INC $00.00%0 -1,331-100.0% -$25.07万 清仓
NWS NEWS CORP NEW $00.00%0 -8,351-100.0% -$24.74万 清仓
— FRANKLIN TEMPLETON DIGITAL H $00.00%0 -4,855-100.0% -$24.57万 清仓
RGEN REPLIGEN CORP $00.00%0 -1,492-100.0% -$24.45万 清仓
LH LABCORP HOLDINGS INC $00.00%0 -966-100.0% -$24.22万 清仓
EG EVEREST GROUP LTD $00.00%0 —— — 申报中断
ESLT ELBIT SYS LTD $00.00%0 -415-100.0% -$23.98万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 —— — 申报中断
STIP ISHARES TR $00.00%0 -2,322-100.0% -$23.77万 清仓
TROW PRICE T ROWE GROUP INC $00.00%0 -2,319-100.0% -$23.75万 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 —— — 申报中断
HQY HEALTHEQUITY INC $00.00%0 —— — 申报中断
SGI SOMNIGROUP INTERNATIONAL INC $00.00%0 —— — 申报中断
COIN COINBASE GLOBAL INC $00.00%0 -1,009-100.0% -$22.82万 清仓
INDY ISHARES TR $00.00%0 -4,589-100.0% -$22.62万 清仓
INCY INCYTE CORP $00.00%0 -2,262-100.0% -$22.34万 清仓
DON WISDOMTREE TR $00.00%0 -4,284-100.0% -$22.10万 清仓
— UDEMY INC $00.00%0 -37,598-100.0% -$21.99万 清仓
TNL TRAVEL PLUS LEISURE CO $00.00%0 -3,055-100.0% -$21.55万 清仓
ROAD CONSTRUCTION PARTNERS INC $00.00%0 —— — 申报中断
GDDY GODADDY INC $00.00%0 -1,711-100.0% -$21.23万 清仓
EWBC EAST WEST BANCORP INC $00.00%0 —— — 申报中断
EMLP FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,589-100.0% -$21.17万 清仓
IJJ ISHARES TR $00.00%0 -1,602-100.0% -$21.08万 清仓
WTFC WINTRUST FINL CORP $00.00%0 —— — 申报中断
BEPC BROOKFIELD RENEWABLE CORP $00.00%0 -5,451-100.0% -$20.90万 清仓
EVRG EVERGY INC $00.00%0 -2,868-100.0% -$20.79万 清仓
FTV FORTIVE CORP $00.00%0 -3,753-100.0% -$20.72万 清仓
PPLT ABRDN PLATINUM ETF TRUST $00.00%0 —— — 申报中断
LEN/B LENNAR CORP $00.00%0 -2,164-100.0% -$20.58万 清仓
BYD BOYD GAMING CORP $00.00%0 -2,410-100.0% -$20.54万 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 —— — 申报中断
FR FIRST INDL RLTY TR INC $00.00%0 -3,536-100.0% -$20.25万 清仓
REG REGENCY CTRS CORP $00.00%0 -2,928-100.0% -$20.21万 清仓
TFLO ISHARES TR $00.00%0 -4,000-100.0% -$20.18万 清仓
MDU MDU RES GROUP INC $00.00%0 -10,015-100.0% -$19.55万 清仓
VTRS VIATRIS INC $00.00%0 -13,839-100.0% -$17.23万 清仓
FLO FLOWERS FOODS INC $00.00%0 -15,618-100.0% -$16.99万 清仓
— AMCOR PLC $00.00%0 -3,868-100.0% -$16.13万 清仓
ETOR ETORO GROUP LTD 看跌期权 $00.00%0 -125,200-100.0% -$12.52万 清仓
NMR NOMURA HLDGS INC $00.00%0 -13,429-100.0% -$11.27万 清仓
QS QUANTUMSCAPE CORP $00.00%0 -10,000-100.0% -$10.42万 清仓
— REPARE THERAPEUTICS INC $00.00%0 -32,959-100.0% -$8.57万 清仓
NOK NOKIA CORP $00.00%0 -10,269-100.0% -$6.64万 清仓
AMZN AMAZON COM INC 看跌期权 $00.00%0 -10,200-100.0% -$4.85万 清仓
— NINE ENERGY SERVICE INC $00.00%0 -73,409-100.0% -$2.54万 清仓
KOS KOSMOS ENERGY LTD $00.00%0 -11,382-100.0% -$1.03万 清仓
MSOS ADVISORSHARES TR 看涨期权 $1,7750.00%500 500— $1,775 新建仓
UWMC UWM HOLDINGS CORPORATION 看涨期权 $2,1720.00%600 600— $2,172 新建仓
IBIT ISHARES BITCOIN TRUST ETF 看涨期权 $3,8420.00%100 100— $3,842 新建仓
— PSQ HOLDINGS INC $7,3400.00%165,323 00.0% — 不变
DOCU DOCUSIGN INC 看涨期权 $9,4820.00%200 200— $9,482 新建仓
CNDT CONDUENT INC $1.81万0.00%14,130 1230.9% $157 重新持有
— ANIXA BIOSCIENCES INC $3.23万0.00%12,500 00.0% — 不变
RBBN RIBBON COMMUNICATIONS INC $3.45万0.00%16,260 1,1917.9% $2,525 重新持有
UWMC UWM HOLDINGS CORPORATION $3.91万0.00%10,813 10,813— $3.91万 新建仓
WIT WIPRO LTD $4.10万0.00%19,325 -3,625-15.8% -$7,685 减仓
GRAB GRAB HOLDINGS LIMITED $4.21万0.00%11,498 11,498— $4.21万 新建仓
BFLY BUTTERFLY NETWORK INC $5.28万0.00%13,068 13,068— $5.28万 新建仓
DNN DENISON MINES CORP $7.06万0.00%20,000 5,00033.3% $1.76万 加仓
BTX BLACKROCK TECH AND PRIVATE E $7.11万0.00%10,767 00.0% — 不变
GDRX GOODRX HLDGS INC $7.91万0.00%40,370 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC $8.33万0.00%16,790 -397-2.3% -$1,969 减仓
TTI TETRA TECHNOLOGIES INC DEL $8.69万0.00%10,201 720.7% $613 加仓
— TSCAN THERAPEUTICS INC $9.24万0.00%91,463 00.0% — 不变
ADBE ADOBE INC 看跌期权 $9.72万0.00%400 400— $9.72万 新建仓
MFG MIZUHO FINANCIAL GROUP INC $9.94万0.00%12,520 -17,626-58.5% -$14.00万 减仓
NVDA NVIDIA CORPORATION 看涨期权 $10.46万0.00%600 600— $10.46万 新建仓
TME TENCENT MUSIC ENTMT GROUP $10.65万0.00%11,473 11,473— $10.65万 新建仓
— J JILL INC $11.46万0.00%10,001 -8-0.1% -$92 减仓
— WHITEHORSE FIN INC $12.44万0.00%16,811 5813.6% $4,299 加仓
VSTM VERASTEM INC $13.72万0.00%25,885 00.0% — 不变