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NewEdge顾问 · 13F 持仓分析
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NewEdge顾问

NewEdge Advisors, LLCNo.799 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$335.71亿
环比变动 Q1 2026
+$58.90亿+21.3%
持仓股票数
4178
新买入
316
加仓
1980
减仓
1210
清仓
263
持股不变
672
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
3%3.09%$10.08亿348.3万股$8.54亿336.6万股+11.7万股+3.48%加仓
IiShares安硕信托IVV
2.64%2.08%$8.87亿118.4万股$5.75亿88.0万股+30.4万股+34.56%加仓
SSPDR标普500 ETFSPY
2.23%1.24%$7.50亿100.4万股$3.44亿60.8万股+39.6万股+65.22%加仓
英伟达NVDA
2.08%2.14%$6.97亿348.3万股$5.92亿342.8万股+5.6万股+1.62%加仓
微软MSFT
1.85%2.1%$6.20亿166.1万股$5.82亿157.3万股+8.9万股+5.63%加仓
亚马逊AMZN
1.54%1.58%$5.17亿216.9万股$4.38亿210.2万股+6.7万股+3.16%加仓
摩根大通JPM
1.42%1.52%$4.76亿145.5万股$4.22亿143.5万股+2.1万股+1.43%加仓
V先锋领航指数基金VOO
1.4%1.31%$4.70亿68.5万股$3.62亿60.6万股+7.9万股+13.10%加仓
谷歌AGOOGL
1.39%1.34%$4.67亿130.6万股$3.71亿128.9万股+1.6万股+1.26%加仓
S道富SPYM
1.15%0.76%$3.87亿440.7万股$2.11亿275.6万股+165.1万股+59.90%加仓
博通AVGO
1.06%1.06%$3.55亿94.0万股$2.93亿94.8万股-8,038股-0.85%减仓
伯克希尔哈撒韦BRK.B
1%1.09%$3.34亿66.8万股$3.00亿66.4万股+4,322股+0.65%加仓
沃尔玛WMT
0.97%1.29%$3.24亿286.1万股$3.58亿287.9万股-1.8万股-0.64%减仓
B贝莱德ETF信托DYNF
0.88%0.92%$2.97亿436.6万股$2.54亿437.1万股-4,667股-0.11%减仓
思科CSCO
0.88%0.69%$2.94亿250.6万股$1.91亿246.8万股+3.8万股+1.55%加仓
AMD超威AMD
0.88%0.51%$2.94亿50.6万股$1.41亿69.2万股-18.6万股-26.89%减仓
AAlphabet Inc Class CGOOG
0.81%0.74%$2.72亿76.9万股$2.05亿71.5万股+5.4万股+7.59%加仓
VisaV
0.78%0.83%$2.61亿76.1万股$2.29亿75.7万股+3,282股+0.43%加仓
IiShares安硕信托IVW
0.75%0.74%$2.53亿184.2万股$2.06亿182.1万股+2.0万股+1.12%加仓
美光科技MU
0.74%0.23%$2.48亿21.5万股$6,341.5万18.8万股+2.7万股+14.40%加仓
AARGAN INCAGX
0.73%0.55%$2.47亿149.8万股$1.51亿107.6万股+42.2万股+39.17%加仓
Meta平台META
0.71%0.84%$2.38亿42.2万股$2.33亿40.7万股+1.5万股+3.70%加仓
礼来LLY
0.7%0.61%$2.34亿19.5万股$1.69亿18.4万股+1.1万股+5.77%加仓
强生JNJ
0.69%0.78%$2.33亿91.8万股$2.17亿88.8万股+3.0万股+3.36%加仓
V先锋领航指数基金VTV
0.68%0.81%$2.28亿104.6万股$2.24亿114.2万股-9.5万股-8.36%减仓
卡特彼勒CAT
0.67%0.55%$2.26亿21.2万股$1.52亿21.5万股-2,849股-1.32%减仓
埃克森美孚XOM
0.66%0.97%$2.22亿162.2万股$2.67亿157.5万股+4.7万股+2.95%加仓
V先锋领航指数基金VUG
0.63%0.64%$2.10亿244.1万股$1.77亿40.5万股+203.7万股+503.39%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.62%0.27%$2.07亿48.1万股$7,511.7万45.8万股+2.3万股+5.01%加仓
雪佛龙CVX
0.62%0.91%$2.07亿125.0万股$2.51亿121.3万股+3.7万股+3.09%加仓
IiShares安硕信托IUSB
0.57%0.52%$1.90亿411.1万股$1.43亿308.7万股+102.3万股+33.14%加仓
IiShares安硕·S&PIVE
0.55%0.66%$1.84亿80.9万股$1.81亿85.9万股-5.0万股-5.86%减仓
特斯拉TSLA
0.51%0.52%$1.72亿41.0万股$1.43亿39.2万股+1.8万股+4.61%加仓
PPIMCO太平洋投资管理ETFPYLD
0.51%0.53%$1.71亿644.8万股$1.47亿560.9万股+83.9万股+14.96%加仓
V先锋领航·FTSEVEA
0.5%0.53%$1.68亿236.3万股$1.47亿229.7万股+6.7万股+2.90%加仓
家得宝HD
0.5%0.55%$1.67亿47.2万股$1.52亿46.4万股+8,721股+1.88%加仓
PALO ALTOPANW
0.47%0.29%$1.59亿46.7万股$7,967.8万49.7万股-3.0万股-5.96%减仓
TJXTJX
0.47%0.59%$1.59亿104.7万股$1.64亿102.6万股+2.1万股+2.05%加仓
G通用动力VTI
0.46%0.44%$1.56亿42.1万股$1.22亿38.2万股+3.9万股+10.24%加仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.46%0.25%$1.56亿371.3万股$6,866.3万189.3万股+182.0万股+96.12%加仓
B贝莱德ETF信托BAI
0.46%0.39%$1.55亿293.5万股$1.08亿329.0万股-35.6万股-10.81%减仓
IiShares安硕IEMG
0.43%0.56%$1.46亿176.2万股$1.56亿223.7万股-47.5万股-21.22%减仓
好市多COST
0.43%0.55%$1.46亿15.6万股$1.52亿15.3万股+2,874股+1.88%加仓
Phillips 66PSX
0.41%0.54%$1.39亿82.3万股$1.50亿82.4万股-1,089股-0.13%减仓
PPimco Active Bond ETFBOND
0.4%0.45%$1.36亿147.4万股$1.23亿133.6万股+13.8万股+10.32%加仓
IiShares安硕信托IEFA
0.4%0.44%$1.35亿139.4万股$1.23亿135.9万股+3.6万股+2.63%加仓
IiShares安硕信托EFG
0.4%0.27%$1.35亿108.1万股$7,375.8万66.2万股+41.9万股+63.24%加仓
F第一信托交易所交易基金RDVY
0.36%0.35%$1.20亿148.2万股$9,818.5万143.8万股+4.4万股+3.04%加仓
台积电TSM
0.35%0.3%$1.16亿24.4万股$8,184.9万24.2万股+1,353股+0.56%加仓
B贝莱德ETF信托THRO
0.34%0.51%$1.13亿263.1万股$1.40亿387.5万股-124.5万股-32.12%减仓

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