Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/24 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 139
- 較 2024 年第 2 季 +5
- 總值
- $3.50 億
- 較 2024 年第 2 季 +$2,277 萬 (+7.0%)
| 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 | $1.29 億 | 36.8% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 114,916 | $1,164 萬 | 3.3% | +9,284+8.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 447,266 | $1,099 萬 | 3.1% | +26,037+6.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 43,257 | $1,051 萬 | 3.0% | +4,126+10.5% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 196,799 | $1,013 萬 | 2.9% | +26,637+15.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 422,647 | $1,003 萬 | 2.9% | +30,862+7.9% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 108,345 | $994.7 萬 | 2.8% | −35,534−24.7% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 111,135 | $747.6 萬 | 2.1% | +26,358+31.1% | 加碼 | – |
| FNAParagon 28, Inc. | COM | 598,870 | $400.0 萬 | 1.1% | +15,727+2.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,193 | $382.6 萬 | 1.1% | +10,193 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 31,753 | $372.2 萬 | 1.1% | −1,415−4.3% | 減碼 | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 178,765 | $362.8 萬 | 1.0% | +3,756+2.1% | 加碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 161,098 | $349.7 萬 | 1.0% | −65,953−29.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 80,925 | $346.6 萬 | 1.0% | +38,086+88.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,422 | $319.3 萬 | 0.9% | +231+3.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 26,431 | $302.7 萬 | 0.9% | +5,595+26.9% | 加碼 | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 115,749 | $302.0 萬 | 0.9% | −11,360−8.9% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 77,182 | $278.9 萬 | 0.8% | +58,747+318.7% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 61,505 | $277.2 萬 | 0.8% | +32,735+113.8% | 加碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 46,587 | $272.7 萬 | 0.8% | −1,484−3.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 15,304 | $265.1 萬 | 0.8% | −2,044−11.8% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 31,049 | $250.8 萬 | 0.7% | +31,049 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 11,692 | $246.5 萬 | 0.7% | +368+3.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 33,497 | $240.3 萬 | 0.7% | +25,099+298.9% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 24,715 | $231.3 萬 | 0.7% | +8,086+48.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,907 | $230.8 萬 | 0.7% | −429−4.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 26,238 | $218.2 萬 | 0.6% | −8,325−24.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 11,572 | $215.6 萬 | 0.6% | +162+1.4% | 加碼 | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 75,714 | $212.7 萬 | 0.6% | −16,626−18.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 23,164 | $210.0 萬 | 0.6% | +23,164 | 新進 | – |
| LLYEli Lilly & Co | Stock | 2,278 | $201.8 萬 | 0.6% | −178−7.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,518 | $201.4 萬 | 0.6% | +88+2.6% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 21,312 | $192.7 萬 | 0.6% | +21,312 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,710 | $187.9 萬 | 0.5% | −1,517−8.8% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 14,631 | $186.0 萬 | 0.5% | +9,983+214.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,197 | $175.5 萬 | 0.5% | +22+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,756 | $174.3 萬 | 0.5% | −400−3.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 15,505 | $169.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,595 | $165.5 萬 | 0.5% | +181+5.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,190 | $163.0 萬 | 0.5% | +10,991+119.5% | 加碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 63,003 | $162.0 萬 | 0.5% | +63,003 | 新進 | – |
| NVDANVIDIA Corp | Stock | 13,308 | $161.6 萬 | 0.5% | −1,891−12.4% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 35,150 | $159.3 萬 | 0.5% | +35,150 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,085 | $150.6 萬 | 0.4% | +733+31.2% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 37,802 | $150.5 萬 | 0.4% | +37,802 | 新進 | – |
| GEGeneral Electric Co | Stock | 7,842 | $147.9 萬 | 0.4% | +130+1.7% | 加碼 | 歷史 |
| Tema ETF Trust87975E602 | US MANUFACTURING | 39,113 | $147.4 萬 | 0.4% | +39,113 | 新進 | – |
| Simplify Exchange Traded Fun82889N491 | TARA INDIA OPPO | 46,707 | $146.4 萬 | 0.4% | +46,707 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 8,305 | $143.3 萬 | 0.4% | −735−8.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 56,771 | $143.0 萬 | 0.4% | +1,566+2.8% | 加碼 | – |
| LINLinde PLC | Stock | 2,984 | $142.3 萬 | 0.4% | +440+17.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,988 | $141.0 萬 | 0.4% | +42+2.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 11,637 | $136.8 萬 | 0.4% | +4,611+65.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 26,111 | $132.0 萬 | 0.4% | +3,429+15.1% | 加碼 | – |
| ETNEaton Corp plc | Stock | 3,978 | $131.8 萬 | 0.4% | +1,188+42.6% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 313 | $131.8 萬 | 0.4% | +11+3.6% | 加碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 24,003 | $129.6 萬 | 0.4% | +960+4.2% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 41,294 | $124.8 萬 | 0.4% | +5,758+16.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 7,328 | $124.6 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,391 | $123.3 萬 | 0.4% | −58−4.0% | 減碼 | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 43,663 | $123.0 萬 | 0.4% | +1,502+3.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 4,826 | $122.5 萬 | 0.3% | +1,545+47.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,129 | $122.2 萬 | 0.3% | +150+7.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,416 | $121.5 萬 | 0.3% | +3,250+18.9% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $118.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 4,611 | $111.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 50,769 | $111.5 萬 | 0.3% | +7,693+17.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 15,982 | $108.4 萬 | 0.3% | −380−2.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,303 | $105.4 萬 | 0.3% | +28+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,488 | $100.8 萬 | 0.3% | −95−3.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,421 | $94.7 萬 | 0.3% | +402+19.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,411 | $93.8 萬 | 0.3% | +379+12.5% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,891 | $93.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,346 | $92.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,696 | $89.5 萬 | 0.3% | −353−1.9% | 減碼 | – |
| ORCLOracle Corp | Stock | 4,986 | $85.0 萬 | 0.2% | +3,033+155.3% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 8,948 | $79.6 萬 | 0.2% | +13+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,921 | $77.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,777 | $76.5 萬 | 0.2% | −600−3.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 26,238 | $75.9 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Global X FDS37960A644 | EMERGING MKT GRT | 26,741 | $74.3 萬 | 0.2% | −2,916−9.8% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 3,364 | $68.0 萬 | 0.2% | +99+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,463 | $65.0 萬 | 0.2% | −43−1.7% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 8,520 | $64.0 萬 | 0.2% | +975+12.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,579 | $63.5 萬 | 0.2% | −191−2.8% | 減碼 | – |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 20,172 | $60.1 萬 | 0.2% | −190,156−90.4% | 減碼 | – |
| MAMastercard Inc | Stock | 1,155 | $57.0 萬 | 0.2% | +1,155 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 1,190 | $56.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 944 | $55.2 萬 | 0.2% | −440−31.8% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,022 | $54.5 萬 | 0.2% | −601−13.0% | 減碼 | – |
| Simplify Exchange Traded Fun82889N855 | SIMPLIFY INTERST | 13,221 | $54.4 萬 | 0.2% | −51,782−79.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,400 | $53.5 萬 | 0.2% | −775−10.8% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 4,685 | $53.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,353 | $52.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,296 | $48.8 萬 | 0.1% | −57−1.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,859 | $47.4 萬 | 0.1% | −41−2.2% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 13,935 | $46.3 萬 | 0.1% | +1,684+13.7% | 加碼 | – |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 474 | $38.7 萬 | 0.1% | +10+2.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,275 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（15 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X Uranium ETF37954Y871 | ETF | 69,912 | $202.4 萬 | 0.6% | – |
| Simplify Exchange Traded Fun82889N541 | ETF | 56,618 | $133.6 萬 | 0.4% | – |
| Direxion Shs ETF Tr25460E265 | DLY S&P500 BR 3X | 150,781 | $118.4 萬 | 0.4% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 50,269 | $113.2 萬 | 0.3% | – |
| Simplify Exchange Traded Fun82889N533 | MULTI QIS ALTERN | 41,099 | $104.0 萬 | 0.3% | – |
| YCSProShares Trust II | ULTRASHORT YEN N | 8,641 | $82.2 萬 | 0.3% | 歷史 |
| NOWServiceNow, Inc. | Stock | 898 | $70.6 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 1,058 | $69.5 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,528 | $65.0 萬 | 0.2% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,918 | $53.2 萬 | 0.2% | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 9,410 | $50.1 萬 | 0.2% | 歷史 |
| ACNAccenture plc | Stock | 900 | $27.3 萬 | 0.1% | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 7,604 | $27.3 萬 | 0.1% | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 4,275 | $24.2 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 1,160 | $21.1 萬 | 0.1% | 歷史 |