Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/26 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 134
- 較 2024 年第 1 季 +10
- 總值
- $3.27 億
- 較 2024 年第 1 季 −$3,120 萬 (−8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings Inc | COM | 670,889 | $1.27 億 | 38.7% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 143,879 | $1,321 萬 | 4.0% | +3,303+2.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 105,632 | $1,051 萬 | 3.2% | +4,423+4.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 421,229 | $1,037 萬 | 3.2% | +22,019+5.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 391,785 | $899.8 萬 | 2.7% | +57,840+17.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 170,162 | $856.9 萬 | 2.6% | +21,871+14.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 39,131 | $841.3 萬 | 2.6% | −31,648−44.7% | 減碼 | 歷史 |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 210,328 | $724.8 萬 | 2.2% | +60,432+40.3% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 84,777 | $538.7 萬 | 1.6% | +19,526+29.9% | 加碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 227,051 | $471.4 萬 | 1.4% | +67,060+41.9% | 加碼 | – |
| FNAParagon 28, Inc. | COM | 583,143 | $398.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 33,168 | $381.8 萬 | 1.2% | +6,939+26.5% | 加碼 | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 175,009 | $354.2 萬 | 1.1% | +175,009 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 7,191 | $321.4 萬 | 1.0% | −509−6.6% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N855 | SIMPLIFY INTERST | 65,003 | $311.0 萬 | 1.0% | +26,710+69.8% | 加碼 | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 127,109 | $302.5 萬 | 0.9% | −1,726−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,348 | $286.1 萬 | 0.9% | −4,680−21.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 34,563 | $282.2 萬 | 0.9% | −10,542−23.4% | 減碼 | – |
| Ea Series Trust02072L722 | STRI US ENER ETF | 92,340 | $276.5 萬 | 0.8% | +92,340 | 新進 | – |
| iShares MSCI India ETF46429B598 | ETF | 48,071 | $268.1 萬 | 0.8% | +48,071 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 11,324 | $229.0 萬 | 0.7% | +249+2.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,456 | $222.4 萬 | 0.7% | −107−4.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,410 | $220.5 萬 | 0.7% | +640+5.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,336 | $217.7 萬 | 0.7% | +555+5.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 20,836 | $216.5 萬 | 0.7% | +474+2.3% | 加碼 | – |
| Global X Uranium ETF37954Y871 | ETF | 69,912 | $202.4 萬 | 0.6% | −811−1.1% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 17,227 | $198.9 萬 | 0.6% | +7,713+81.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 15,199 | $187.8 萬 | 0.6% | −6,871−31.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,430 | $172.9 萬 | 0.5% | −1,149−25.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 42,839 | $171.3 萬 | 0.5% | +5,942+16.1% | 加碼 | – |
| EMREmerson Electric Co | Stock | 15,505 | $170.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,175 | $165.2 萬 | 0.5% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 11,156 | $163.1 萬 | 0.5% | −157−1.4% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 16,629 | $147.1 萬 | 0.4% | +16,629 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 904 | $145.1 萬 | 0.4% | +62+7.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,414 | $138.9 萬 | 0.4% | +38+1.1% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N541 | ETF | 56,618 | $133.6 萬 | 0.4% | −945−1.6% | 減碼 | – |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 55,205 | $133.3 萬 | 0.4% | −810−1.4% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,946 | $131.3 萬 | 0.4% | +109+5.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,449 | $123.2 萬 | 0.4% | −1−0.1% | 減碼 | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 42,161 | $122.8 萬 | 0.4% | +5,868+16.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,712 | $122.6 萬 | 0.4% | −850−9.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,327 | $120.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 302 | $119.6 萬 | 0.4% | +54+21.8% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 28,770 | $118.6 萬 | 0.4% | −6,735−19.0% | 減碼 | – |
| Direxion Shs ETF Tr25460E265 | DLY S&P500 BR 3X | 150,781 | $118.4 萬 | 0.4% | +150,781 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 6,275 | $115.1 萬 | 0.4% | +134+2.2% | 加碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 23,043 | $114.3 萬 | 0.3% | −1,717−6.9% | 減碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 50,269 | $113.2 萬 | 0.3% | +16,062+47.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,352 | $112.7 萬 | 0.3% | +1,594+210.3% | 加碼 | – |
| LINLinde PLC | Stock | 2,544 | $111.6 萬 | 0.3% | +349+15.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,979 | $107.7 萬 | 0.3% | −259−11.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,362 | $105.1 萬 | 0.3% | −3,162−16.2% | 減碼 | – |
| Simplify Exchange Traded Fun82889N533 | MULTI QIS ALTERN | 41,099 | $104.0 萬 | 0.3% | −816−1.9% | 減碼 | – |
| STESTERIS plc | SHS USD | 4,611 | $101.2 萬 | 0.3% | +202+4.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 22,682 | $100.8 萬 | 0.3% | +3,692+19.4% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 35,536 | $98.3 萬 | 0.3% | +5,705+19.1% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $98.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,166 | $97.3 萬 | 0.3% | +3,017+21.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 43,076 | $96.7 萬 | 0.3% | +8,040+22.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,583 | $88.9 萬 | 0.3% | −175−6.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,790 | $87.5 萬 | 0.3% | +2,016+260.5% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,891 | $85.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,049 | $83.4 萬 | 0.3% | −8,230−30.2% | 減碼 | – |
| YCSProShares Trust II | ULTRASHORT YEN N | 8,641 | $82.2 萬 | 0.3% | +8,641 | 新進 | 歷史 |
| Global X FDS37960A644 | EMERGING MKT GRT | 29,657 | $80.2 萬 | 0.2% | −17,243−36.8% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,346 | $79.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,032 | $79.6 萬 | 0.2% | +367+13.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 7,026 | $77.4 萬 | 0.2% | +7,026 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,265 | $77.1 萬 | 0.2% | −2,877−46.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 26,237 | $73.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 898 | $70.6 萬 | 0.2% | +109+13.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,384 | $70.5 萬 | 0.2% | −167−10.8% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,058 | $69.5 萬 | 0.2% | +163+18.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,281 | $68.1 萬 | 0.2% | +3,281 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,921 | $67.3 萬 | 0.2% | −250−6.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,019 | $67.3 萬 | 0.2% | +110+5.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,528 | $65.0 萬 | 0.2% | −1,158−31.4% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 8,935 | $64.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,377 | $63.9 萬 | 0.2% | −500−3.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,770 | $63.5 萬 | 0.2% | −1,462−17.8% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 18,435 | $62.9 萬 | 0.2% | +18,435 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 9,199 | $62.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,506 | $60.7 萬 | 0.2% | −45−1.8% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,623 | $56.3 萬 | 0.2% | +2,846+160.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,175 | $56.2 萬 | 0.2% | −7,869−52.3% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 7,545 | $54.8 萬 | 0.2% | +7,545 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,398 | $54.5 萬 | 0.2% | +8,398 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 4,353 | $53.9 萬 | 0.2% | −51−1.2% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,918 | $53.2 萬 | 0.2% | +2,918 | 新進 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 9,410 | $50.1 萬 | 0.2% | +9,410 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 1,190 | $50.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 464 | $49.4 萬 | 0.2% | +464 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,685 | $48.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 4,648 | $47.0 萬 | 0.1% | +4,648 | 新進 | – |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,353 | $40.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 3,690 | $40.0 萬 | 0.1% | −223−5.7% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,251 | $38.7 萬 | 0.1% | +183+1.5% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 21,329 | $37.0 萬 | 0.1% | +184+0.9% | 加碼 | – |
2024 年第 1 季之後清倉（9 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287184 | CHINA LG-CAP ETF | 90,601 | $218.1 萬 | 0.6% | – |
| ADBEAdobe Inc. | Stock | 962 | $48.5 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 2,217 | $42.8 萬 | 0.1% | 歷史 |
| TASTCarrols Restaurant Group, Inc. | COM | 43,510 | $41.4 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,103 | $26.0 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,815 | $23.9 萬 | 0.1% | – |
| NSCNorfolk Southern Corp | Stock | 922 | $23.5 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,516 | $23.1 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,060 | $20.8 萬 | 0.1% | – |