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 |
|---|---|---|---|---|---|---|---|
| CRONCronos Group Inc. | COM | 11,010 | $2.22 萬 | <0.1% | +253+2.4% | 加碼 | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 10,709 | $7.89 萬 | <0.1% | +220+2.1% | 加碼 | 歷史 |
| AXTIAxt Inc | COM | 49,950 | $10.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 10,680 | $10.9 萬 | <0.1% | +142+1.3% | 加碼 | 歷史 |
| REALTheRealReal, Inc. | COM | 13,175 | $14.4 萬 | <0.1% | +267+2.1% | 加碼 | 歷史 |
| FLUXFlux Power Holdings, Inc. | COM NEW | 103,192 | $16.3 萬 | <0.1% | +25,000+32.0% | 加碼 | 歷史 |
| VIRCVirco Mfg Corporation | COM | 16,200 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 10,390 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPMRPM International Inc | COM | 1,658 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 4,750 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 920 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 3,311 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,372 | $21.4 萬 | 0.1% | −141−3.1% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 922 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,161 | $22.0 萬 | 0.1% | +1,161 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,451 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,862 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,161 | $22.7 萬 | 0.1% | +6+0.5% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 2,308 | $23.9 萬 | 0.1% | −12,323−84.2% | 減碼 | – |
| CRSCarpenter Technology Corp | COM | 1,486 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 646 | $26.1 萬 | 0.1% | +646 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,864 | $27.0 萬 | 0.1% | −21−1.1% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,639 | $27.8 萬 | 0.1% | +6,639 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,477 | $28.1 萬 | 0.1% | +5+0.3% | 加碼 | – |
| MAMastercard Inc | Stock | 540 | $28.4 萬 | 0.1% | −615−53.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,575 | $28.6 萬 | 0.1% | −700−16.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,141 | $28.9 萬 | 0.1% | −104−8.4% | 減碼 | – |
| BXBlackstone Inc. | COM | 1,733 | $29.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,210 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,951 | $31.4 萬 | 0.1% | +12+0.4% | 加碼 | – |
| MSMorgan Stanley | Stock | 2,521 | $31.7 萬 | 0.1% | −490−16.3% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 10,032 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,102 | $32.7 萬 | 0.1% | +1,102 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,171 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,224 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,725 | $34.2 萬 | 0.1% | −124−6.7% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,812 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,600 | $35.2 萬 | 0.1% | 00.0% | 不變 | – |
| ETHEGrayscale Ethereum Staking ETF | ETF | 12,640 | $35.4 萬 | 0.1% | +12,640 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 604 | $35.6 萬 | 0.1% | +19+3.2% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 3,088 | $35.7 萬 | 0.1% | +8+0.3% | 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 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,925 | $37.3 萬 | 0.1% | +938+47.2% | 加碼 | – |
| Alps ETF Tr00162Q445 | ACTIVE REIT ETF | 13,990 | $38.1 萬 | 0.1% | +13,990 | 新進 | – |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $39.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 834 | $42.2 萬 | 0.1% | −110−11.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 786 | $42.4 萬 | 0.1% | +251+46.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,296 | $42.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 8,145 | $42.9 萬 | 0.1% | −38,442−82.5% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,388 | $45.7 萬 | 0.1% | −471−25.3% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,895 | $51.3 萬 | 0.1% | −127−3.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 13,027 | $51.7 萬 | 0.2% | −67,898−83.9% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 16,638 | $52.3 萬 | 0.2% | +2,703+19.4% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,685 | $53.0 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 |
| MCOMoodys Corp | Stock | 1,190 | $56.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,116 | $58.3 萬 | 0.2% | +1,116 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,994 | $60.4 萬 | 0.2% | +1,594+24.9% | 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 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,464 | $65.1 萬 | 0.2% | +10.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,433 | $66.5 萬 | 0.2% | −146−2.2% | 減碼 | – |
| PFEPfizer Inc | Stock | 25,433 | $67.5 萬 | 0.2% | −805−3.1% | 減碼 | 歷史 |
| Global X FDS37960A644 | EMERGING MKT GRT | 26,222 | $68.3 萬 | 0.2% | −519−1.9% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,922 | $69.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,165 | $69.9 萬 | 0.2% | +3,165 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,227 | $70.3 萬 | 0.2% | +1,227 | 新進 | 歷史 |
| LINLinde PLC | Stock | 1,763 | $73.8 萬 | 0.2% | −1,221−40.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,359 | $78.3 萬 | 0.2% | −1,619−40.7% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $79.2 萬 | 0.2% | −655−6.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,534 | $80.1 萬 | 0.2% | −877−25.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,824 | $82.9 萬 | 0.2% | +128+0.7% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 14,777 | $83.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 8,948 | $84.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N855 | SIMPLIFY INTERST | 16,830 | $88.1 萬 | 0.3% | +3,609+27.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,236 | $94.7 萬 | 0.3% | −110−3.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,868 | $95.5 萬 | 0.3% | −1,217−39.4% | 減碼 | – |
| STESTERIS plc | SHS USD | 4,662 | $95.8 萬 | 0.3% | +51+1.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,488 | $96.8 萬 | 0.3% | 00.0% | 不變 | 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 | – |
| PGRProgressive Corp | Stock | 4,302 | $103.1 萬 | 0.3% | −524−10.9% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $105.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,865 | $106.9 萬 | 0.3% | +2,512+106.8% | 加碼 | 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 | – |
| PEPPepsiCo Inc | Stock | 7,328 | $111.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 6,843 | $114.0 萬 | 0.3% | +1,857+37.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,070 | $121.3 萬 | 0.4% | −59−2.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 23,079 | $122.6 萬 | 0.4% | −924−3.8% | 減碼 | – |
| GEGeneral Electric Co | Stock | 7,469 | $124.6 萬 | 0.4% | −373−4.8% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 60,745 | $126.3 萬 | 0.4% | +9,976+19.6% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 46,491 | $127.3 萬 | 0.4% | +5,197+12.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,074 | $132.7 萬 | 0.4% | +2,658+13.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 6,973 | $132.8 萬 | 0.4% | +670+10.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,008 | $145.1 萬 | 0.4% | +371+3.2% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 56,214 | $152.1 萬 | 0.4% | −557−1.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 10,756 | $155.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,124 | $164.0 萬 | 0.5% | −154−6.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,015 | $179.6 萬 | 0.5% | +27+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,248 | $181.1 萬 | 0.5% | +51+0.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,037 | $186.6 萬 | 0.5% | +646+46.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 15,355 | $190.3 萬 | 0.6% | −150−1.0% | 減碼 | 歷史 |
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 |