Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/13 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 102
- 較 2023 年第 1 季 +3
- 總值
- $2.96 億
- 較 2023 年第 1 季 +$3,561 萬 (+13.7%)
| 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 | $1.33 億 | 45.0% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 473,273 | $4,346 萬 | 14.7% | +12,486+2.7% | 加碼 | – |
| FNAParagon 28, Inc. | COM | 595,343 | $1,056 萬 | 3.6% | +14,518+2.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 45,676 | $814.3 萬 | 2.7% | −5,927−11.5% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 161,696 | $813.7 萬 | 2.7% | +1,197+0.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 315,068 | $789.6 萬 | 2.7% | +35,559+12.7% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 70,594 | $681.9 萬 | 2.3% | +68,344+3,037.5% | 加碼 | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 181,935 | $516.3 萬 | 1.7% | +181,935 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 59,358 | $481.3 萬 | 1.6% | −274−0.5% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 34,314 | $345.3 萬 | 1.2% | −507−1.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 23,302 | $249.9 萬 | 0.8% | −219−0.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,868 | $233.9 萬 | 0.8% | −306−4.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,220 | $226.3 萬 | 0.8% | −833−6.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,844 | $212.6 萬 | 0.7% | +50.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,120 | $196.3 萬 | 0.7% | −410−3.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,878 | $195.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 38,195 | $168.0 萬 | 0.6% | +52+0.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,769 | $149.1 萬 | 0.5% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 15,611 | $141.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,612 | $139.8 萬 | 0.5% | −1,650−14.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 26,540 | $139.0 萬 | 0.5% | −2,606−8.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 8,718 | $137.0 萬 | 0.5% | −170−1.9% | 減碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 35,004 | $128.5 萬 | 0.4% | −139−0.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 16,002 | $116.0 萬 | 0.4% | −307−1.9% | 減碼 | – |
| CVSCVS Health Corp | Stock | 15,997 | $110.6 萬 | 0.4% | −90−0.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,703 | $106.8 萬 | 0.4% | −598−3.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,027 | $105.9 萬 | 0.4% | −2,933−10.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 28,217 | $103.5 萬 | 0.3% | −824−2.8% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $102.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 18,542 | $100.3 萬 | 0.3% | −1,708−8.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,171 | $98.5 萬 | 0.3% | −80−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,320 | $95.4 萬 | 0.3% | −80−1.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,088 | $92.6 萬 | 0.3% | +20+1.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 3,003 | $84.3 萬 | 0.3% | +169+6.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,815 | $83.6 萬 | 0.3% | −110−5.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,783 | $83.0 萬 | 0.3% | +605+27.8% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,891 | $82.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,853 | $81.9 萬 | 0.3% | −230−7.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,404 | $80.8 萬 | 0.3% | +3,404 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,814 | $77.8 萬 | 0.3% | −208−3.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,353 | $73.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 15,944 | $73.6 萬 | 0.2% | −428−2.6% | 減碼 | – |
| MSMorgan Stanley | Stock | 8,097 | $69.2 萬 | 0.2% | −2,375−22.7% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,404 | $66.4 萬 | 0.2% | −186−2.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,824 | $65.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Ultrapro Short RUSSELL200074347G390 | ETF | 15,798 | $64.0 萬 | 0.2% | +15,798 | 新進 | – |
| Direxion Shs ETF Tr25460E257 | DAILY S&P BEAR | 173,078 | $63.2 萬 | 0.2% | +173,078 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,846 | $62.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,016 | $61.7 萬 | 0.2% | −84−2.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,629 | $61.1 萬 | 0.2% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 4,302 | $59.8 萬 | 0.2% | −197−4.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,179 | $57.7 萬 | 0.2% | −58−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,567 | $56.5 萬 | 0.2% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 22,523 | $55.9 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 5,058 | $55.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,427 | $53.6 萬 | 0.2% | +1,039+19.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,357 | $53.0 萬 | 0.2% | −499−12.9% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,693 | $52.3 萬 | 0.2% | +9+0.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,491 | $51.8 萬 | 0.2% | −50−1.1% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 18,936 | $51.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,678 | $50.3 萬 | 0.2% | +954+25.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 885 | $47.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,271 | $47.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,336 | $47.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 1,285 | $44.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 8,281 | $42.2 萬 | 0.1% | +3,000+56.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 892 | $39.8 萬 | 0.1% | −65−6.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,260 | $39.4 萬 | 0.1% | −112−3.3% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,582 | $38.7 萬 | 0.1% | +11+0.7% | 加碼 | – |
| SBACSba Communications Corp | CL A | 1,667 | $38.6 萬 | 0.1% | +1,667 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 3,995 | $38.5 萬 | 0.1% | 00.0% | 不變 | – |
| FLUXFlux Power Holdings, Inc. | COM NEW | 86,317 | $37.2 萬 | 0.1% | +2,000+2.4% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 8,597 | $36.7 萬 | 0.1% | +8,597 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 10,368 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,071 | $33.6 萬 | 0.1% | −494−19.3% | 減碼 | – |
| LINLinde PLC | Stock | 878 | $33.5 萬 | 0.1% | −49−5.3% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $33.3 萬 | 0.1% | +2,467 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 709 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,225 | $33.1 萬 | 0.1% | −543−19.6% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,525 | $32.8 萬 | 0.1% | +129+0.6% | 加碼 | – |
| CVXChevron Corp | Stock | 2,072 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 9,900 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,600 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 726 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,765 | $29.2 萬 | 0.1% | +1+0.1% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,393 | $29.1 萬 | 0.1% | +9,393 | 新進 | – |
| ORCLOracle Corp | Stock | 2,259 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 3,446 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,012 | $25.3 萬 | 0.1% | −500−19.9% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,210 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,498 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 500 | $24.0 萬 | 0.1% | +3+0.6% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 10,365 | $23.8 萬 | 0.1% | +10,365 | 新進 | – |
| CBChubb Ltd | Stock | 1,224 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 13,304 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,892 | $21.0 萬 | 0.1% | −1,151−28.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,016 | $20.9 萬 | 0.1% | +1,016 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 922 | $20.9 萬 | 0.1% | +922 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 2,779 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXTIAxt Inc | COM | 47,933 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（8 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 6,829 | $60.0 萬 | 0.2% | 歷史 |
| EQIXEquinix Inc | COM | 610 | $44.0 萬 | 0.2% | 歷史 |
| EQTEQT Corp | Stock | 12,989 | $41.4 萬 | 0.2% | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 2,561 | $33.3 萬 | 0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,145 | $31.7 萬 | 0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,358 | $26.7 萬 | 0.1% | – |
| USBUS Bancorp DE | COM NEW | 5,647 | $20.4 萬 | 0.1% | 歷史 |
| ZSTKZeroStack Corp. | COM | 10,000 | $2,938 | <0.1% | 歷史 |