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 |
|---|---|---|---|---|---|---|---|
| CRONCronos Group Inc. | COM | 11,831 | $2.26 萬 | <0.1% | +130+1.1% | 加碼 | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 10,090 | $5.22 萬 | <0.1% | +10,090 | 新進 | 歷史 |
| REALTheRealReal, Inc. | COM | 12,552 | $6.01 萬 | <0.1% | +490+4.1% | 加碼 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 10,982 | $12.0 萬 | <0.1% | +10,982 | 新進 | 歷史 |
| VIRCVirco Mfg Corporation | COM | 16,212 | $12.9 萬 | <0.1% | +12+0.1% | 加碼 | 歷史 |
| AXTIAxt Inc | COM | 62,500 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLUXFlux Power Holdings, Inc. | COM NEW | 107,765 | $16.3 萬 | <0.1% | −3,000−2.7% | 減碼 | 歷史 |
| KEYKeycorp | COM | 10,390 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,211 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 412 | $20.1 萬 | 0.1% | +412 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 4,750 | $21.0 萬 | 0.1% | +4,750 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 960 | $22.1 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 392 | $22.3 萬 | 0.1% | −156−28.5% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 900 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,165 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,674 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 1,639 | $24.5 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 2,990 | $26.1 萬 | 0.1% | −350−10.5% | 減碼 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 12,640 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,141 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,171 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,870 | $30.2 萬 | 0.1% | +2,870 | 新進 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 11,554 | $30.2 萬 | 0.1% | −2,380−17.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,600 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 2,210 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 9,932 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,456 | $32.5 萬 | 0.1% | +71+2.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,747 | $32.6 萬 | 0.1% | −65−3.6% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,982 | $32.8 萬 | 0.1% | +31+1.1% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 2,871 | $33.0 萬 | 0.1% | −165−5.4% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,228 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,862 | $33.9 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,748 | $34.0 萬 | 0.1% | −221−11.2% | 減碼 | – |
| ETNEaton Corp plc | Stock | 961 | $34.3 萬 | 0.1% | −1,607−62.6% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,600 | $34.6 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 2,410 | $35.2 萬 | 0.1% | +2,410 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 1,224 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,999 | $35.7 萬 | 0.1% | +2,999 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 1,147 | $35.8 萬 | 0.1% | +131+12.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 21,119 | $37.6 萬 | 0.1% | +243+1.2% | 加碼 | – |
| Global X FDS37960A644 | EMERGING MKT GRT | 12,879 | $37.8 萬 | 0.1% | −1,058−7.6% | 減碼 | – |
| MAMastercard Inc | Stock | 679 | $38.2 萬 | 0.1% | +75+12.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 618 | $38.4 萬 | 0.1% | −62−9.1% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 7,687 | $38.4 萬 | 0.1% | −8,802−53.4% | 減碼 | – |
| LINLinde PLC | Stock | 827 | $38.8 萬 | 0.1% | +65+8.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,925 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| CRSCarpenter Technology Corp | COM | 1,486 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,909 | $41.2 萬 | 0.1% | +1,909 | 新進 | – |
| Tema ETF Trust87975E602 | US MANUFACTURING | 10,756 | $42.2 萬 | 0.1% | +1,818+20.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,872 | $47.6 萬 | 0.1% | +3,801+62.6% | 加碼 | – |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $49.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,570 | $49.9 萬 | 0.1% | +29+1.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,882 | $53.3 萬 | 0.1% | 00.0% | 不變 | – |
| Global X FDS37950E259 | GB MSCI AR ETF | 6,844 | $58.0 萬 | 0.1% | +1,192+21.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 23,930 | $58.0 萬 | 0.1% | −1,204−4.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,145 | $58.4 萬 | 0.1% | +28+0.7% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,190 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,486 | $61.0 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 21,365 | $65.5 萬 | 0.2% | +806+3.9% | 加碼 | – |
| SYKStryker Corp | Stock | 1,715 | $67.9 萬 | 0.2% | +1,715 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,777 | $68.4 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 | – |
| ABBVAbbVie Inc. | Stock | 3,772 | $70.0 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 | – |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $81.3 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 | – |
| HDHome Depot, Inc. | Stock | 2,351 | $86.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,587 | $87.6 萬 | 0.2% | +899+130.7% | 加碼 | – |
| COHRCoherent Corp. | COM | 9,960 | $88.9 萬 | 0.2% | +1,000+11.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,108 | $93.9 萬 | 0.2% | −221−3.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 39,715 | $97.1 萬 | 0.2% | −4,755−10.7% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,236 | $99.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 3,207 | $102.3 萬 | 0.3% | −367−10.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,930 | $104.9 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,492 | $105.6 萬 | 0.3% | −249−14.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,628 | $111.6 萬 | 0.3% | −445−14.5% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $112.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 21,500 | $116.0 萬 | 0.3% | +1,478+7.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 31,522 | $119.8 萬 | 0.3% | −18,096−36.5% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,248 | $122.2 萬 | 0.3% | −100−4.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,963 | $123.0 萬 | 0.3% | −3,572−26.4% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 53,067 | $123.3 萬 | 0.3% | +5,576+11.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 44,524 | $125.2 萬 | 0.3% | +130+0.3% | 加碼 | – |
| STESTERIS plc | SHS USD | 5,216 | $125.3 萬 | 0.3% | +507+10.8% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N426 | GOLD STRATEGY PL | 38,031 | $130.7 萬 | 0.3% | −849−2.2% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 30,270 | $130.8 萬 | 0.3% | +30,270 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 2,484 | $131.4 萬 | 0.3% | +338+15.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 45,526 | $131.8 萬 | 0.3% | +10,177+28.8% | 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 | – |
| TMUST-Mobile US, Inc. | Stock | 5,892 | $140.4 萬 | 0.4% | +1,098+22.9% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 18,234 | $148.9 萬 | 0.4% | −21,910−54.6% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,776 | $150.5 萬 | 0.4% | +2,399+4.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,936 | $150.9 萬 | 0.4% | +179+10.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,580 | $152.2 萬 | 0.4% | +1,438+20.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 26,782 | $152.3 萬 | 0.4% | +1,320+5.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 85,156 | $156.6 萬 | 0.4% | +15,640+22.5% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 46,175 | $159.3 萬 | 0.4% | −3,495−7.0% | 減碼 | – |
| VVisa Inc. | Stock | 4,538 | $161.1 萬 | 0.4% | +1,887+71.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,732 | $163.9 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 6,565 | $169.0 萬 | 0.4% | +1,583+31.8% | 加碼 | 歷史 |
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 |