Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/9 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 146
- 較 2025 年第 2 季 +3
- 總值
- $4.33 億
- 較 2025 年第 2 季 +$4,306 萬 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings Inc | COM | 668,580 | $1.58 億 | 36.4% | −2,309−0.3% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 719,012 | $1,647 萬 | 3.8% | +106,035+17.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 122,916 | $1,270 萬 | 2.9% | +29,378+31.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 217,595 | $1,147 萬 | 2.6% | +65,572+43.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 31,331 | $1,114 萬 | 2.6% | +2,333+8.0% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 385,828 | $843.8 萬 | 1.9% | +146,756+61.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 87,962 | $807.1 萬 | 1.9% | −158,949−64.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 95,910 | $795.7 萬 | 1.8% | −390−0.4% | 減碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 362,646 | $751.0 萬 | 1.7% | +176,981+95.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 132,869 | $669.0 萬 | 1.5% | +37,072+38.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 273,745 | $652.9 萬 | 1.5% | −86,614−24.0% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 82,733 | $602.0 萬 | 1.4% | +27,066+48.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,777 | $454.6 萬 | 1.0% | +893+11.3% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 67,881 | $441.2 萬 | 1.0% | +5,853+9.4% | 加碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 169,584 | $435.2 萬 | 1.0% | +13,126+8.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,792 | $435.0 萬 | 1.0% | +681+5.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 58,475 | $429.7 萬 | 1.0% | −3,100−5.0% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 60,011 | $428.3 萬 | 1.0% | −672−1.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 37,911 | $427.4 萬 | 1.0% | +5,880+18.4% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 55,898 | $409.7 萬 | 0.9% | +11,177+25.0% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 54,661 | $355.4 萬 | 0.8% | −743−1.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 32,872 | $338.8 萬 | 0.8% | +2,922+9.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,601 | $320.9 萬 | 0.7% | +223+1.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,789 | $302.8 萬 | 0.7% | +782+6.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,434 | $294.4 萬 | 0.7% | +1,118+12.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,455 | $294.0 萬 | 0.7% | +1,150+12.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,376 | $291.5 萬 | 0.7% | +208+5.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,811 | $279.9 萬 | 0.6% | −535−12.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,524 | $277.7 萬 | 0.6% | +984+21.7% | 加碼 | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 127,715 | $259.0 萬 | 0.6% | −32,464−20.3% | 減碼 | – |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 57,554 | $257.8 萬 | 0.6% | +12,383+27.4% | 加碼 | – |
| TAT&T Inc. | Stock | 88,573 | $250.1 萬 | 0.6% | +43,047+94.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,543 | $248.9 萬 | 0.6% | −3,266−30.2% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 27,672 | $241.3 萬 | 0.6% | +9,438+51.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 12,622 | $235.5 萬 | 0.5% | −1,081−7.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,549 | $232.6 萬 | 0.5% | +969+11.3% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 19,208 | $227.4 萬 | 0.5% | +50.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 80,439 | $221.8 萬 | 0.5% | +80,439 | 新進 | – |
| NFLXNetflix Inc | Stock | 1,844 | $221.1 萬 | 0.5% | −154−7.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 15,173 | $219.3 萬 | 0.5% | +5,210+52.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 16,200 | $214.6 萬 | 0.5% | −244−1.5% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 39,642 | $213.6 萬 | 0.5% | +490+1.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 6,854 | $206.2 萬 | 0.5% | +289+4.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,263 | $205.5 萬 | 0.5% | +7+0.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 59,670 | $200.8 萬 | 0.5% | −809−1.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 10,738 | $199.1 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 15,009 | $196.9 萬 | 0.5% | −206−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,588 | $190.8 萬 | 0.4% | +1,050+23.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,271 | $188.5 萬 | 0.4% | −605−4.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,917 | $177.4 萬 | 0.4% | −497−20.6% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 48,236 | $176.3 萬 | 0.4% | +2,061+4.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 61,230 | $167.2 萬 | 0.4% | +4,454+7.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N426 | GOLD STRATEGY PL | 40,485 | $163.6 萬 | 0.4% | +2,454+6.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,391 | $162.1 萬 | 0.4% | +1,609+6.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 89,817 | $161.7 萬 | 0.4% | +4,661+5.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 31,909 | $157.8 萬 | 0.4% | +3,213+11.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 9,615 | $156.0 萬 | 0.4% | +7,753+416.4% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 51,385 | $155.2 萬 | 0.4% | +6,861+15.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 65,381 | $153.4 萬 | 0.4% | +12,314+23.2% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $137.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,210 | $135.9 萬 | 0.3% | −274−11.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,859 | $135.7 萬 | 0.3% | +2,087+55.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,751 | $133.6 萬 | 0.3% | −185−9.6% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 29,871 | $132.0 萬 | 0.3% | −399−1.3% | 減碼 | – |
| PGRProgressive Corp | Stock | 5,258 | $129.8 萬 | 0.3% | +1,328+33.8% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 5,216 | $129.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 11,594 | $124.9 萬 | 0.3% | +1,634+16.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,632 | $123.3 萬 | 0.3% | +4+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,040 | $122.4 萬 | 0.3% | +453+28.5% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,476 | $117.5 萬 | 0.3% | −16−1.1% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 29,721 | $117.4 萬 | 0.3% | −1,801−5.7% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,605 | $116.5 萬 | 0.3% | +357+15.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,455 | $106.6 萬 | 0.2% | −1,437−24.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 39,019 | $102.8 萬 | 0.2% | −696−1.8% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,108 | $99.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,154 | $98.4 萬 | 0.2% | +1,462+8.8% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,097 | $96.8 萬 | 0.2% | +5,098+170.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,351 | $95.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,236 | $95.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 13,780 | $91.4 萬 | 0.2% | +13,780 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 2,034 | $90.5 萬 | 0.2% | +464+29.6% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $84.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,441 | $78.8 萬 | 0.2% | +460+5.8% | 加碼 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,913 | $73.0 萬 | 0.2% | −8,587−39.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,333 | $68.5 萬 | 0.2% | −119−4.9% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 14,400 | $64.9 萬 | 0.1% | −377−2.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,876 | $61.6 萬 | 0.1% | −269−6.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 23,930 | $61.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,487 | $60.1 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,916 | $53.0 萬 | 0.1% | +44+0.4% | 加碼 | – |
| MCOMoodys Corp | Stock | 1,105 | $52.7 萬 | 0.1% | −85−7.1% | 減碼 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 19,291 | $51.6 萬 | 0.1% | +7,737+67.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,153 | $51.4 萬 | 0.1% | +4,153 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,915 | $48.8 萬 | 0.1% | +505+21.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,013 | $48.7 萬 | 0.1% | +104+5.4% | 加碼 | – |
| Tema ETF Trust87975E602 | US MANUFACTURING | 10,941 | $47.0 萬 | 0.1% | +185+1.7% | 加碼 | – |
| LINLinde PLC | Stock | 978 | $46.5 萬 | 0.1% | +151+18.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,332 | $46.0 萬 | 0.1% | +185+16.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 801 | $45.6 萬 | 0.1% | +122+18.0% | 加碼 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 12,640 | $43.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 64,130 | $172.4 萬 | 0.4% | 歷史 |
| SYKStryker Corp | Stock | 1,715 | $67.9 萬 | 0.2% | 歷史 |
| PLDPrologis, Inc. | REIT | 2,870 | $30.2 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 392 | $22.3 萬 | 0.1% | – |
| CLColgate Palmolive Co | Stock | 2,211 | $20.1 萬 | 0.1% | 歷史 |