Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 143
- 較 2025 年第 1 季 +6
- 總值
- $3.90 億
- 較 2025 年第 1 季 +$3,078 萬 (+8.6%)
| 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 | $1.39 億 | 35.7% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 246,911 | $2,265 萬 | 5.8% | −214,681−46.5% | 減碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 612,977 | $1,429 萬 | 3.7% | +185,176+43.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 93,538 | $962.6 萬 | 2.5% | +14,630+18.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 28,998 | $883.9 萬 | 2.3% | −441−1.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 360,359 | $851.9 萬 | 2.2% | +1,936+0.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 96,300 | $797.9 萬 | 2.0% | +75,696+367.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 152,023 | $739.6 萬 | 1.9% | +152,023 | 新進 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 239,072 | $526.7 萬 | 1.4% | −4,796−2.0% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 95,797 | $479.8 萬 | 1.2% | +19,161+25.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 61,575 | $448.4 萬 | 1.1% | +20,603+50.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 60,683 | $407.9 萬 | 1.0% | +60,683 | 新進 | – |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 156,458 | $398.2 萬 | 1.0% | +17,156+12.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,884 | $392.1 萬 | 1.0% | +426+5.7% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 185,665 | $383.2 萬 | 1.0% | +46,061+33.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,111 | $380.1 萬 | 1.0% | +892+7.3% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 62,028 | $379.7 萬 | 1.0% | +26,969+76.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 55,667 | $347.1 萬 | 0.9% | −9,662−14.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,031 | $345.3 萬 | 0.9% | +91+0.3% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 55,404 | $337.6 萬 | 0.9% | +55,404 | 新進 | – |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 160,179 | $325.5 萬 | 0.8% | −9,249−5.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,346 | $320.8 萬 | 0.8% | −189−4.2% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 44,721 | $318.7 萬 | 0.8% | −6,010−11.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 10,809 | $298.0 萬 | 0.8% | +3,423+46.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,950 | $292.9 萬 | 0.8% | +2,667+9.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,007 | $285.4 萬 | 0.7% | +1,101+9.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,316 | $274.6 萬 | 0.7% | +2,739+41.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,998 | $267.6 萬 | 0.7% | +216+12.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,168 | $257.5 萬 | 0.7% | +2,015+93.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,378 | $254.0 萬 | 0.7% | +720+6.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,414 | $239.0 萬 | 0.6% | +245+11.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,540 | $220.5 萬 | 0.6% | +385+9.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,703 | $216.5 萬 | 0.6% | −1,427−9.4% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 19,203 | $208.4 萬 | 0.5% | +3,732+24.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 12,876 | $205.1 萬 | 0.5% | −355−2.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 39,152 | $205.0 萬 | 0.5% | +20,493+109.8% | 加碼 | – |
| ORCLOracle Corp | Stock | 9,305 | $203.4 萬 | 0.5% | +1,785+23.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 16,444 | $203.2 萬 | 0.5% | +10,386+171.4% | 加碼 | – |
| EMREmerson Electric Co | Stock | 15,215 | $202.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 60,479 | $199.5 萬 | 0.5% | +60,479 | 新進 | – |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 45,171 | $195.2 萬 | 0.5% | −3,413−7.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,256 | $190.2 萬 | 0.5% | −105−1.7% | 減碼 | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 64,130 | $172.4 萬 | 0.4% | +6,315+10.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 6,565 | $169.0 萬 | 0.4% | +1,583+31.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,732 | $163.9 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,538 | $161.1 萬 | 0.4% | +1,887+71.2% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 46,175 | $159.3 萬 | 0.4% | −3,495−7.0% | 減碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 85,156 | $156.6 萬 | 0.4% | +15,640+22.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 26,782 | $152.3 萬 | 0.4% | +1,320+5.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,580 | $152.2 萬 | 0.4% | +1,438+20.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,936 | $150.9 萬 | 0.4% | +179+10.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,776 | $150.5 萬 | 0.4% | +2,399+4.4% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 18,234 | $148.9 萬 | 0.4% | −21,910−54.6% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 5,892 | $140.4 萬 | 0.4% | +1,098+22.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 28,696 | $136.5 萬 | 0.4% | −40,604−58.6% | 減碼 | – |
| TAT&T Inc. | Stock | 45,526 | $131.8 萬 | 0.3% | +10,177+28.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,484 | $131.4 萬 | 0.3% | +338+15.8% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 30,270 | $130.8 萬 | 0.3% | +30,270 | 新進 | – |
| Simplify Exchange Traded Fun82889N426 | GOLD STRATEGY PL | 38,031 | $130.7 萬 | 0.3% | −849−2.2% | 減碼 | – |
| STESTERIS plc | SHS USD | 5,216 | $125.3 萬 | 0.3% | +507+10.8% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 44,524 | $125.2 萬 | 0.3% | +130+0.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 53,067 | $123.3 萬 | 0.3% | +5,576+11.7% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 9,963 | $123.0 萬 | 0.3% | −3,572−26.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,248 | $122.2 萬 | 0.3% | −100−4.3% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 31,522 | $119.8 萬 | 0.3% | −18,096−36.5% | 減碼 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 21,500 | $116.0 萬 | 0.3% | +1,478+7.4% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $112.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,628 | $111.6 萬 | 0.3% | −445−14.5% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,492 | $105.6 萬 | 0.3% | −249−14.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,930 | $104.9 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,207 | $102.3 萬 | 0.3% | −367−10.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,236 | $99.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 39,715 | $97.1 萬 | 0.2% | −4,755−10.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,108 | $93.9 萬 | 0.2% | −221−3.0% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 9,960 | $88.9 萬 | 0.2% | +1,000+11.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,587 | $87.6 萬 | 0.2% | +899+130.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,351 | $86.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,692 | $82.6 萬 | 0.2% | −612−3.5% | 減碼 | – |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $81.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,981 | $71.3 萬 | 0.2% | +2,043+34.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,772 | $70.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,452 | $68.6 萬 | 0.2% | +48+2.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 14,777 | $68.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 1,715 | $67.9 萬 | 0.2% | +1,715 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 21,365 | $65.5 萬 | 0.2% | +806+3.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,486 | $61.0 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,190 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,145 | $58.4 萬 | 0.1% | +28+0.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 23,930 | $58.0 萬 | 0.1% | −1,204−4.8% | 減碼 | 歷史 |
| Global X FDS37950E259 | GB MSCI AR ETF | 6,844 | $58.0 萬 | 0.1% | +1,192+21.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,882 | $53.3 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,570 | $49.9 萬 | 0.1% | +29+1.9% | 加碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $49.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,872 | $47.6 萬 | 0.1% | +3,801+62.6% | 加碼 | – |
| Tema ETF Trust87975E602 | US MANUFACTURING | 10,756 | $42.2 萬 | 0.1% | +1,818+20.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,909 | $41.2 萬 | 0.1% | +1,909 | 新進 | – |
| CRSCarpenter Technology Corp | COM | 1,486 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,925 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 827 | $38.8 萬 | 0.1% | +65+8.5% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 7,687 | $38.4 萬 | 0.1% | −8,802−53.4% | 減碼 | – |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FNAParagon 28, Inc. | COM | 598,870 | $782.1 萬 | 2.2% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 26,894 | $219.6 萬 | 0.6% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,029 | $204.8 萬 | 0.6% | – |
| Alps ETF Tr00162Q445 | ACTIVE REIT ETF | 14,788 | $40.4 萬 | 0.1% | – |
| VMCVulcan Materials CO | COM | 1,549 | $36.1 萬 | 0.1% | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 4,557 | $23.1 萬 | 0.1% | – |
| SPGIS&P Global Inc. | Stock | 446 | $22.7 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,554 | $20.5 萬 | 0.1% | 歷史 |