Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 99
- 較 2022 年第 4 季 +2
- 總值
- $2.60 億
- 較 2022 年第 4 季 +$3,270 萬 (+14.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings Inc | COM | 671,169 | $1.13 億 | 43.6% | −480−0.1% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 460,787 | $4,231 萬 | 16.2% | +223,546+94.2% | 加碼 | – |
| FNAParagon 28, Inc. | COM | 580,825 | $991.5 萬 | 3.8% | −10,000−1.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 51,603 | $945.5 萬 | 3.6% | +51,603 | 新進 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 160,499 | $806.8 萬 | 3.1% | +160,499 | 新進 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 279,509 | $699.1 萬 | 2.7% | +279,509 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 59,632 | $489.9 萬 | 1.9% | +24,388+69.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 34,821 | $350.2 萬 | 1.3% | −181,403−83.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 23,521 | $257.9 萬 | 1.0% | +294+1.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,053 | $238.0 萬 | 0.9% | +1,808+16.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,174 | $206.8 萬 | 0.8% | −3,411−32.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,839 | $199.0 萬 | 0.8% | −452−3.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,878 | $191.5 萬 | 0.7% | +19+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,530 | $173.6 萬 | 0.7% | −4,505−30.0% | 減碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 38,143 | $160.8 萬 | 0.6% | +38,143 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 11,262 | $146.8 萬 | 0.6% | +1,156+11.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,146 | $141.0 萬 | 0.5% | −416−1.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,769 | $138.2 萬 | 0.5% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 15,611 | $136.0 萬 | 0.5% | +89+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,888 | $131.1 萬 | 0.5% | +5,672+176.4% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 35,143 | $124.1 萬 | 0.5% | +35,143 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 17,301 | $119.9 萬 | 0.5% | −210−1.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 16,087 | $119.5 萬 | 0.5% | +2,689+20.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 29,041 | $118.5 萬 | 0.5% | +800+2.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,960 | $117.0 萬 | 0.4% | +28,960 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 16,309 | $116.6 萬 | 0.4% | +16,309 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $103.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 20,250 | $101.3 萬 | 0.4% | +3,791+23.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,251 | $95.9 萬 | 0.4% | −209−6.0% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 10,472 | $91.9 萬 | 0.4% | +2,884+38.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,925 | $91.0 萬 | 0.3% | +700+57.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,068 | $84.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,891 | $80.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,022 | $78.9 萬 | 0.3% | −1,771−22.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,824 | $76.9 萬 | 0.3% | −467−8.8% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,372 | $76.8 萬 | 0.3% | +5,080+45.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,400 | $76.4 萬 | 0.3% | −1,511−17.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,353 | $74.6 萬 | 0.3% | +200+6.3% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,590 | $73.2 萬 | 0.3% | +1,659+28.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,834 | $72.4 萬 | 0.3% | +378+15.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,083 | $65.3 萬 | 0.3% | −872−22.0% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,499 | $65.2 萬 | 0.3% | +4,499 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,100 | $62.4 萬 | 0.2% | −11−0.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,178 | $60.9 萬 | 0.2% | −605−21.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,829 | $60.0 萬 | 0.2% | +113+1.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,856 | $58.7 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,846 | $57.0 萬 | 0.2% | +250+15.7% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,388 | $55.1 萬 | 0.2% | −2,539−32.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,629 | $54.3 萬 | 0.2% | +8,629 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,567 | $54.1 萬 | 0.2% | +1,121+77.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 22,523 | $53.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,684 | $52.3 萬 | 0.2% | +10,684 | 新進 | – |
| ABTAbbott Laboratories | Stock | 5,058 | $51.2 萬 | 0.2% | +450+9.8% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 18,936 | $48.4 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 4,541 | $48.3 萬 | 0.2% | −193−4.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,237 | $47.7 萬 | 0.2% | −434−26.0% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 610 | $44.0 萬 | 0.2% | −73−10.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 885 | $44.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,336 | $43.0 萬 | 0.2% | −312−5.5% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,271 | $42.3 萬 | 0.2% | −142−4.2% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 12,989 | $41.4 萬 | 0.2% | +4,494+52.9% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,724 | $41.1 萬 | 0.2% | −366−8.9% | 減碼 | – |
| FLUXFlux Power Holdings, Inc. | COM NEW | 84,317 | $41.0 萬 | 0.2% | +925+1.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,565 | $39.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 957 | $39.3 萬 | 0.2% | 00.0% | 不變 | – |
| MCOMoodys Corp | Stock | 1,285 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,768 | $38.8 萬 | 0.1% | −350−11.2% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,571 | $37.5 萬 | 0.1% | +72+4.8% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 3,995 | $35.9 萬 | 0.1% | −21,338−84.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,372 | $35.1 萬 | 0.1% | −1,721−33.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,072 | $33.8 萬 | 0.1% | −661−24.2% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 2,561 | $33.3 萬 | 0.1% | −161−5.9% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 927 | $32.9 萬 | 0.1% | +11+1.2% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,396 | $32.6 萬 | 0.1% | +20,396 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,512 | $31.9 萬 | 0.1% | +200+8.7% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,145 | $31.7 萬 | 0.1% | −1,775−30.0% | 減碼 | – |
| CSXCSX Corp | Stock | 10,368 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,043 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 3,446 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,600 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 9,900 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,764 | $28.0 萬 | 0.1% | +333+23.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 726 | $27.3 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,358 | $26.7 萬 | 0.1% | +6,358 | 新進 | – |
| TAT&T Inc. | Stock | 13,304 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,210 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 709 | $24.3 萬 | 0.1% | +25+3.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,498 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,224 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 497 | $23.5 萬 | 0.1% | −8−1.6% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,250 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 2,779 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,259 | $21.0 萬 | 0.1% | +2,259 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,647 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 5,281 | $20.1 萬 | 0.1% | +5,281 | 新進 | 歷史 |
| AXTIAxt Inc | COM | 47,933 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 10,479 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TASTCarrols Restaurant Group, Inc. | COM | 19,510 | $4.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZSTKZeroStack Corp. | COM | 10,000 | $2,938 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（12 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R131 | SHRT HGH YIELD | 381,776 | $725.4 萬 | 3.2% | – |
| VIXYProShares Trust II | VIX SH TRM FUTRS | 251,834 | $286.6 萬 | 1.3% | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 186,950 | $275.2 萬 | 1.2% | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 84,059 | $233.8 萬 | 1.0% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,617 | $130.6 萬 | 0.6% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,955 | $126.4 萬 | 0.6% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,952 | $29.8 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,245 | $22.9 萬 | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,470 | $22.8 萬 | 0.1% | – |
| NSCNorfolk Southern Corp | Stock | 922 | $22.7 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,094 | $21.8 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 6,215 | $20.6 萬 | 0.1% | 歷史 |