Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/19 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 124
- 較 2023 年第 4 季 +12
- 總值
- $3.58 億
- 較 2023 年第 4 季 +$6,973 萬 (+24.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 10,770 | $194.3 萬 | 0.5% | +1,924+21.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,563 | $199.4 萬 | 0.6% | +1,061+70.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,207 | $199.4 萬 | 0.6% | +800+56.9% | 加碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 70,723 | $203.9 萬 | 0.6% | +70,723 | 新進 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 90,601 | $218.1 萬 | 0.6% | +90,601 | 新進 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 20,362 | $220.4 萬 | 0.6% | +20,362 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 11,075 | $221.8 萬 | 0.6% | −74−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,579 | $222.3 萬 | 0.6% | −35−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,229 | $304.9 萬 | 0.9% | +178+0.7% | 加碼 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 128,835 | $319.0 萬 | 0.9% | +4,318+3.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,700 | $324.0 萬 | 0.9% | +1,041+15.6% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 159,991 | $342.9 萬 | 1.0% | +159,991 | 新進 | – |
| PGProcter & Gamble Co | Stock | 22,028 | $357.4 萬 | 1.0% | +10,248+87.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 45,105 | $368.9 萬 | 1.0% | −10,212−18.5% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 65,251 | $394.2 萬 | 1.1% | +65,251 | 新進 | – |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 149,896 | $494.1 萬 | 1.4% | +55,845+59.4% | 加碼 | – |
| FNAParagon 28, Inc. | COM | 583,143 | $720.2 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 148,291 | $754.9 萬 | 2.1% | +131,241+769.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 333,945 | $765.5 萬 | 2.1% | +233,241+231.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 399,210 | $1,001 萬 | 2.8% | +33,884+9.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 101,209 | $1,006 萬 | 2.8% | +101,209 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 140,576 | $1,290 萬 | 3.6% | −48,569−25.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 70,779 | $1,456 萬 | 4.1% | +2,380+3.5% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 670,889 | $1.71 億 | 47.8% | −2800.0% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（11 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347B425 | SHORT S&P 500 NE | 146,783 | $190.7 萬 | 0.7% | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 83,997 | $177.1 萬 | 0.6% | – |
| MAMastercard Inc | Stock | 1,986 | $84.7 萬 | 0.3% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,030 | $67.8 萬 | 0.2% | – |
| CVSCVS Health Corp | Stock | 7,974 | $63.0 萬 | 0.2% | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 18,760 | $53.9 萬 | 0.2% | – |
| CMCSAComcast Corp | Stock | 12,010 | $52.7 萬 | 0.2% | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 10,434 | $52.4 萬 | 0.2% | – |
| CSCOCisco Systems, Inc. | Stock | 9,343 | $47.2 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 7,172 | $23.8 萬 | 0.1% | – |
| TAT&T Inc. | Stock | 10,133 | $17.0 萬 | 0.1% | 歷史 |