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 |
|---|---|---|---|---|---|---|---|
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 64,130 | $172.4 萬 | 0.4% | +6,315+10.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,256 | $190.2 萬 | 0.5% | −105−1.7% | 減碼 | – |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 45,171 | $195.2 萬 | 0.5% | −3,413−7.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 60,479 | $199.5 萬 | 0.5% | +60,479 | 新進 | – |
| EMREmerson Electric Co | Stock | 15,215 | $202.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 16,444 | $203.2 萬 | 0.5% | +10,386+171.4% | 加碼 | – |
| ORCLOracle Corp | Stock | 9,305 | $203.4 萬 | 0.5% | +1,785+23.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 39,152 | $205.0 萬 | 0.5% | +20,493+109.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 12,876 | $205.1 萬 | 0.5% | −355−2.7% | 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 | – |
| NVDANVIDIA Corp | Stock | 13,703 | $216.5 萬 | 0.6% | −1,427−9.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,540 | $220.5 萬 | 0.6% | +385+9.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,414 | $239.0 萬 | 0.6% | +245+11.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,378 | $254.0 萬 | 0.7% | +720+6.2% | 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 |
| NFLXNetflix Inc | Stock | 1,998 | $267.6 萬 | 0.7% | +216+12.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,316 | $274.6 萬 | 0.7% | +2,739+41.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,007 | $285.4 萬 | 0.7% | +1,101+9.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,950 | $292.9 萬 | 0.8% | +2,667+9.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,809 | $298.0 萬 | 0.8% | +3,423+46.3% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 44,721 | $318.7 萬 | 0.8% | −6,010−11.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,346 | $320.8 萬 | 0.8% | −189−4.2% | 減碼 | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 160,179 | $325.5 萬 | 0.8% | −9,249−5.5% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 55,404 | $337.6 萬 | 0.9% | +55,404 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 32,031 | $345.3 萬 | 0.9% | +91+0.3% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 55,667 | $347.1 萬 | 0.9% | −9,662−14.8% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 62,028 | $379.7 萬 | 1.0% | +26,969+76.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,111 | $380.1 萬 | 1.0% | +892+7.3% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 185,665 | $383.2 萬 | 1.0% | +46,061+33.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,884 | $392.1 萬 | 1.0% | +426+5.7% | 加碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 156,458 | $398.2 萬 | 1.0% | +17,156+12.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 60,683 | $407.9 萬 | 1.0% | +60,683 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 61,575 | $448.4 萬 | 1.1% | +20,603+50.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 95,797 | $479.8 萬 | 1.2% | +19,161+25.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 239,072 | $526.7 萬 | 1.4% | −4,796−2.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 152,023 | $739.6 萬 | 1.9% | +152,023 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 96,300 | $797.9 萬 | 2.0% | +75,696+367.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 360,359 | $851.9 萬 | 2.2% | +1,936+0.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 28,998 | $883.9 萬 | 2.3% | −441−1.5% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 93,538 | $962.6 萬 | 2.5% | +14,630+18.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 612,977 | $1,429 萬 | 3.7% | +185,176+43.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 246,911 | $2,265 萬 | 5.8% | −214,681−46.5% | 減碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 670,889 | $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。
| 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 |