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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。

機構總覽
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%)
申報日
2025/7/7
SEC
Park Edge Advisors, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD64,130$172.4 萬0.4%+6,315+10.9%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF6,256$190.2 萬0.5%−105−1.7%減碼–
Alps ETF Tr00162Q395OSHARES US SMLCP45,171$195.2 萬0.5%−3,413−7.0%減碼–
Invesco Exch Traded FD Tr II46138E214S&P INTL QULTY60,479$199.5 萬0.5%+60,479新進–
EMREmerson Electric CoStock15,215$202.9 萬0.5%00.0%不變歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV16,444$203.2 萬0.5%+10,386+171.4%加碼–
ORCLOracle CorpStock9,305$203.4 萬0.5%+1,785+23.7%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF39,152$205.0 萬0.5%+20,493+109.8%加碼–
PGProcter & Gamble CoStock12,876$205.1 萬0.5%−355−2.7%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF19,203$208.4 萬0.5%+3,732+24.1%加碼–
NVDANVIDIA CorpStock13,703$216.5 萬0.6%−1,427−9.4%減碼歷史
BRK.BBerkshire Hathaway IncStock4,540$220.5 萬0.6%+385+9.3%加碼歷史
COSTCostco Wholesale CorpStock2,414$239.0 萬0.6%+245+11.3%加碼歷史
AAPLApple Inc.Stock12,378$254.0 萬0.7%+720+6.2%加碼歷史
SPYSPDR S&P 500 ETF TrustETF4,168$257.5 萬0.7%+2,015+93.6%加碼歷史
NFLXNetflix IncStock1,998$267.6 萬0.7%+216+12.1%加碼歷史
IBMInternational Business Machines CorpStock9,316$274.6 萬0.7%+2,739+41.6%加碼歷史
AMZNAmazon Com IncStock13,007$285.4 萬0.7%+1,101+9.2%加碼歷史
WMTWalmart Inc.Stock29,950$292.9 萬0.8%+2,667+9.8%加碼歷史
AVGOBroadcom Inc.Stock10,809$298.0 萬0.8%+3,423+46.3%加碼歷史
Invesco S&P 500 Quality ETF46137V241ETF44,721$318.7 萬0.8%−6,010−11.8%減碼–
METAMeta Platforms, Inc.Stock4,346$320.8 萬0.8%−189−4.2%減碼歷史
Ea Series Trust02072L441STRIVE ENHANCED160,179$325.5 萬0.8%−9,249−5.5%減碼–
iShares MSCI Acwi Ex U.S. ETF464288240ETF55,404$337.6 萬0.9%+55,404新進–
XOMExxonMobil Holdings CorpCOM32,031$345.3 萬0.9%+91+0.3%加碼歷史
IAUiShares Gold TrustETF55,667$347.1 萬0.9%−9,662−14.8%減碼歷史
IBITiShares Bitcoin Trust ETFETF62,028$379.7 萬1.0%+26,969+76.9%加碼歷史
JPMJPMorgan Chase & CoStock13,111$380.1 萬1.0%+892+7.3%加碼歷史
Simplify Exchange Traded Fun82889N723AGGREGATE BD ETF185,665$383.2 萬1.0%+46,061+33.0%加碼–
MSFTMicrosoft CorpStock7,884$392.1 萬1.0%+426+5.7%加碼歷史
WisdomTree Tr97717Y451BIANCO TOTL RETU156,458$398.2 萬1.0%+17,156+12.3%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF60,683$407.9 萬1.0%+60,683新進–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL61,575$448.4 萬1.1%+20,603+50.3%加碼–
Simplify Exchange Traded Fun82889N525MBS ETF95,797$479.8 萬1.2%+19,161+25.0%加碼–
Simplify Exchange Traded Fun82889N657SHORT TERM TREA239,072$526.7 萬1.4%−4,796−2.0%減碼–
Invesco Exch Traded FD Tr II46138E644INTL BUYBACK152,023$739.6 萬1.9%+152,023新進–
iShares Tr4642874571 3 YR TREAS BD96,300$797.9 萬2.0%+75,696+367.4%加碼–
Simplify Exchange Traded Fun82889N640TREASURY OPT INC360,359$851.9 萬2.2%+1,936+0.5%加碼–
GLDSPDR Gold TrustETF28,998$883.9 萬2.3%−441−1.5%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF93,538$962.6 萬2.5%+14,630+18.5%加碼–
Simplify Exchange Traded Fun82889N830HIGH YIELD ETF612,977$1,429 萬3.7%+185,176+43.3%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF246,911$2,265 萬5.8%−214,681−46.5%減碼–
LECOLincoln Electric Holdings IncCOM670,889$1.39 億35.7%00.0%不變歷史

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。

Park Edge Advisors, LLC 在 2025 年第 1 季之後清倉的部位
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.COM598,870$782.1 萬2.2%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF26,894$219.6 萬0.6%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF14,029$204.8 萬0.6%–
Alps ETF Tr00162Q445ACTIVE REIT ETF14,788$40.4 萬0.1%–
VMCVulcan Materials COCOM1,549$36.1 萬0.1%歷史
Morgan Stanley ETF Trust61774R841EATO VANC BD ETF4,557$23.1 萬0.1%–
SPGIS&P Global Inc.Stock446$22.7 萬0.1%歷史
BABAAlibaba Group Holding LtdADR1,554$20.5 萬0.1%歷史