Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 140
- 較 2024 年第 3 季 +1
- 總值
- $3.44 億
- 較 2024 年第 3 季 −$621.2 萬 (−1.8%)
| 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 | $1.26 億 | 36.6% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 440,495 | $1,081 萬 | 3.1% | −6,771−1.5% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 139,429 | $934.6 萬 | 2.7% | +28,294+25.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 408,930 | $891.9 萬 | 2.6% | −13,717−3.2% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 91,835 | $839.6 萬 | 2.4% | −16,510−15.2% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 32,846 | $795.3 萬 | 2.3% | −10,411−24.1% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 75,641 | $760.9 萬 | 2.2% | −39,275−34.2% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 138,185 | $686.6 萬 | 2.0% | −58,614−29.8% | 減碼 | – |
| FNAParagon 28, Inc. | COM | 598,870 | $618.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 248,248 | $512.1 萬 | 1.5% | +87,150+54.1% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 79,225 | $420.3 萬 | 1.2% | +2,043+2.6% | 加碼 | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 171,748 | $348.3 萬 | 1.0% | −7,017−3.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 48,418 | $338.9 萬 | 1.0% | +14,921+44.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 69,920 | $337.8 萬 | 1.0% | +43,809+167.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 30,870 | $332.1 萬 | 1.0% | −883−2.8% | 減碼 | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 121,728 | $332.0 萬 | 1.0% | +46,014+60.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,742 | $326.3 萬 | 0.9% | +320+4.3% | 加碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 127,050 | $315.3 萬 | 0.9% | +64,047+101.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 18,490 | $310.0 萬 | 0.9% | +3,186+20.8% | 加碼 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 116,407 | $309.5 萬 | 0.9% | +658+0.6% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 67,014 | $293.0 萬 | 0.9% | +5,509+9.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,040 | $288.6 萬 | 0.8% | +348+3.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 24,856 | $286.2 萬 | 0.8% | −1,575−6.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,287 | $282.7 萬 | 0.8% | +1,380+13.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,911 | $277.5 萬 | 0.8% | −3,282−32.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 35,096 | $265.6 萬 | 0.8% | +4,047+13.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 11,943 | $262.0 萬 | 0.8% | +371+3.2% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 52,038 | $258.9 萬 | 0.8% | +52,038 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 26,744 | $258.9 萬 | 0.8% | +5,432+25.5% | 加碼 | – |
| Tema ETF Trust87975E602 | US MANUFACTURING | 68,783 | $256.6 萬 | 0.7% | +29,670+75.9% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 63,711 | $244.3 萬 | 0.7% | +28,561+81.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,811 | $237.2 萬 | 0.7% | +10,842+550.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 25,777 | $232.9 萬 | 0.7% | +5,587+27.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,906 | $228.7 萬 | 0.7% | +388+11.0% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 25,630 | $228.2 萬 | 0.7% | +915+3.7% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 25,715 | $210.8 萬 | 0.6% | −523−2.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 8,830 | $204.7 萬 | 0.6% | +525+6.3% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 17,599 | $203.4 萬 | 0.6% | +1,889+12.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,378 | $198.4 萬 | 0.6% | +783+21.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,753 | $198.1 萬 | 0.6% | +1,445+10.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 15,355 | $190.3 萬 | 0.6% | −150−1.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,037 | $186.6 萬 | 0.5% | +646+46.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,248 | $181.1 萬 | 0.5% | +51+0.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 2,015 | $179.6 萬 | 0.5% | +27+1.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,124 | $164.0 萬 | 0.5% | −154−6.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,756 | $155.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 56,214 | $152.1 萬 | 0.4% | −557−1.0% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 12,008 | $145.1 萬 | 0.4% | +371+3.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,973 | $132.8 萬 | 0.4% | +670+10.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,074 | $132.7 萬 | 0.4% | +2,658+13.0% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 46,491 | $127.3 萬 | 0.4% | +5,197+12.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 60,745 | $126.3 萬 | 0.4% | +9,976+19.6% | 加碼 | – |
| GEGeneral Electric Co | Stock | 7,469 | $124.6 萬 | 0.4% | −373−4.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 23,079 | $122.6 萬 | 0.4% | −924−3.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,070 | $121.3 萬 | 0.4% | −59−2.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,843 | $114.0 萬 | 0.3% | +1,857+37.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,328 | $111.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 47,104 | $109.2 萬 | 0.3% | −842−1.8% | 減碼依 3 比 1 拆股換算 | – |
| IBMInternational Business Machines Corp | Stock | 4,865 | $106.9 萬 | 0.3% | +2,512+106.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $105.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 4,302 | $103.1 萬 | 0.3% | −524−10.9% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 43,964 | $99.8 萬 | 0.3% | +28,804+190.0% | 加碼依 2 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 2,488 | $96.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 4,662 | $95.8 萬 | 0.3% | +51+1.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,868 | $95.5 萬 | 0.3% | −1,217−39.4% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,236 | $94.7 萬 | 0.3% | −110−3.3% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N855 | SIMPLIFY INTERST | 16,830 | $88.1 萬 | 0.3% | +3,609+27.3% | 加碼 | – |
| COHRCoherent Corp. | COM | 8,948 | $84.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,777 | $83.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,824 | $82.9 萬 | 0.2% | +128+0.7% | 加碼 | – |
| VVisa Inc. | Stock | 2,534 | $80.1 萬 | 0.2% | −877−25.7% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $79.2 萬 | 0.2% | −655−6.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,359 | $78.3 萬 | 0.2% | −1,619−40.7% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,763 | $73.8 萬 | 0.2% | −1,221−40.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,227 | $70.3 萬 | 0.2% | +1,227 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,165 | $69.9 萬 | 0.2% | +3,165 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,922 | $69.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Global X FDS37960A644 | EMERGING MKT GRT | 26,222 | $68.3 萬 | 0.2% | −519−1.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 25,433 | $67.5 萬 | 0.2% | −805−3.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,433 | $66.5 萬 | 0.2% | −146−2.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,464 | $65.1 萬 | 0.2% | +10.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 6,459 | $61.4 萬 | 0.2% | −16,705−72.1% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,994 | $60.4 萬 | 0.2% | +1,594+24.9% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,116 | $58.3 萬 | 0.2% | +1,116 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 1,190 | $56.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,102 | $54.9 萬 | 0.2% | +1,102 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,685 | $53.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,638 | $52.3 萬 | 0.2% | +2,703+19.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 13,027 | $51.7 萬 | 0.2% | −67,898−83.9% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,895 | $51.3 萬 | 0.1% | −127−3.2% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,388 | $45.7 萬 | 0.1% | −471−25.3% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 8,145 | $42.9 萬 | 0.1% | −38,442−82.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,296 | $42.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 786 | $42.4 萬 | 0.1% | +251+46.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 834 | $42.2 萬 | 0.1% | −110−11.7% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $39.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q445 | ACTIVE REIT ETF | 13,990 | $38.1 萬 | 0.1% | +13,990 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,925 | $37.3 萬 | 0.1% | +938+47.2% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,639 | $36.5 萬 | 0.1% | +2,295+12.5% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 3,088 | $35.7 萬 | 0.1% | +8+0.3% | 加碼 | – |
2024 年第 3 季之後清倉（10 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 37,802 | $150.5 萬 | 0.4% | – |
| Simplify Exchange Traded Fun82889N491 | TARA INDIA OPPO | 46,707 | $146.4 萬 | 0.4% | – |
| BKNGBooking Holdings Inc. | Stock | 313 | $131.8 萬 | 0.4% | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 43,663 | $123.0 萬 | 0.4% | 歷史 |
| CATCaterpillar Inc | Stock | 2,421 | $94.7 萬 | 0.3% | 歷史 |
| AMATApplied Materials Inc | Stock | 3,364 | $68.0 萬 | 0.2% | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,520 | $64.0 萬 | 0.2% | 歷史 |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 20,172 | $60.1 萬 | 0.2% | – |
| LRCXLam Research Corp | COM | 474 | $38.7 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,885 | $32.1 萬 | 0.1% | 歷史 |