Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/16 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 150
- 較 2025 年第 3 季 +4
- 總值
- $4.42 億
- 較 2025 年第 3 季 +$873.7 萬 (+2.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings Inc | COM | 668,457 | $1.60 億 | 36.3% | −1230.0% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 753,087 | $1,677 萬 | 3.8% | +34,075+4.7% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 125,901 | $1,289 萬 | 2.9% | +2,985+2.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 207,652 | $1,154 萬 | 2.6% | −9,943−4.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 28,357 | $1,124 萬 | 2.5% | −2,974−9.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 380,893 | $834.3 萬 | 1.9% | −4,935−1.3% | 減碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 364,262 | $754.0 萬 | 1.7% | +1,616+0.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 76,094 | $695.3 萬 | 1.6% | −11,868−13.5% | 減碼 | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 216,156 | $592.5 萬 | 1.3% | +216,156 | 新進 | – |
| IAUiShares Gold Trust | ETF | 67,339 | $546.6 萬 | 1.2% | −15,394−18.6% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 225,404 | $534.3 萬 | 1.2% | −48,341−17.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,085 | $496.6 萬 | 1.1% | +6,045+296.3% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 83,417 | $456.9 萬 | 1.0% | +43,775+110.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 37,599 | $452.5 萬 | 1.0% | −312−0.8% | 減碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 172,885 | $440.1 萬 | 1.0% | +3,301+1.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,621 | $438.9 萬 | 1.0% | −171−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,160 | $433.5 萬 | 1.0% | +6,528+248.0% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 56,913 | $427.1 萬 | 1.0% | +1,015+1.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 97,231 | $415.1 萬 | 0.9% | +41,887+75.7% | 加碼依 2 比 1 拆股換算 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 34,169 | $402.2 萬 | 0.9% | +14,961+77.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,925 | $383.2 萬 | 0.9% | −852−9.7% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 50,380 | $338.2 萬 | 0.8% | −4,281−7.8% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 38,926 | $333.9 萬 | 0.8% | +38,926 | 新進 | – |
| iShares Inc464286509 | MSCI CDA ETF | 61,634 | $332.4 萬 | 0.8% | +61,634 | 新進 | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 75,046 | $330.1 萬 | 0.7% | +75,046 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 27,284 | $325.8 萬 | 0.7% | +27,284 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 13,867 | $320.1 萬 | 0.7% | +78+0.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 38,534 | $319.1 萬 | 0.7% | −57,376−59.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,649 | $316.7 萬 | 0.7% | −952−7.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,624 | $315.3 萬 | 0.7% | +248+5.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,921 | $274.1 萬 | 0.6% | +378+5.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,485 | $272.8 萬 | 0.6% | −8,387−25.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 51,863 | $261.4 萬 | 0.6% | −81,006−61.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,884 | $256.4 萬 | 0.6% | +73+1.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,738 | $256.2 萬 | 0.6% | +1,116+8.8% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 58,436 | $255.6 萬 | 0.6% | +882+1.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,851 | $246.4 萬 | 0.6% | −1,698−17.8% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 93,981 | $233.4 萬 | 0.5% | +5,408+6.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,670 | $225.3 萬 | 0.5% | −503−3.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,579 | $224.5 萬 | 0.5% | −2,855−27.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,738 | $222.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 11,594 | $214.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 77,812 | $211.7 萬 | 0.5% | −2,627−3.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 9,253 | $211.4 萬 | 0.5% | +3,394+57.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,067 | $204.4 萬 | 0.5% | −1,457−26.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,480 | $204.3 萬 | 0.5% | +25+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,977 | $200.4 萬 | 0.5% | −286−4.6% | 減碼 | – |
| EMREmerson Electric Co | Stock | 14,909 | $197.9 萬 | 0.4% | −100−0.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 20,897 | $195.9 萬 | 0.4% | +2,457+13.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GEGeneral Electric Co | Stock | 6,215 | $191.4 萬 | 0.4% | −639−9.3% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 47,830 | $188.7 萬 | 0.4% | −406−0.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,627 | $180.0 萬 | 0.4% | +4,397+7.2% | 加碼 | – |
| MAMastercard Inc | Stock | 3,143 | $179.4 萬 | 0.4% | +2,342+292.4% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 35,968 | $179.4 萬 | 0.4% | +29,171+429.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 12,263 | $175.7 萬 | 0.4% | −8−0.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,702 | $171.7 萬 | 0.4% | +1,087+11.3% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N335 | BARRIER INCOME | 64,679 | $169.2 萬 | 0.4% | +64,679 | 新進 | – |
| VVisa Inc. | Stock | 4,813 | $168.8 萬 | 0.4% | −775−13.9% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 95,179 | $167.1 萬 | 0.4% | +5,362+6.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 34,318 | $164.7 萬 | 0.4% | +2,409+7.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 69,505 | $162.4 萬 | 0.4% | +4,124+6.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,859 | $160.3 萬 | 0.4% | −58−3.0% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 31,535 | $156.6 萬 | 0.4% | −36,346−53.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N426 | GOLD STRATEGY PL | 37,379 | $155.7 萬 | 0.4% | −3,106−7.7% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 6,274 | $152.1 萬 | 0.3% | +6,274 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 8,003 | $146.8 萬 | 0.3% | +5,088+174.5% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 49,450 | $146.6 萬 | 0.3% | −1,935−3.8% | 減碼 | – |
| STESTERIS plc | SHS USD | 5,267 | $133.5 萬 | 0.3% | +51+1.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 13,678 | $131.4 萬 | 0.3% | +5,237+62.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,221 | $131.2 萬 | 0.3% | −530−30.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,974 | $129.0 萬 | 0.3% | −236−10.7% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $128.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,425 | $125.3 萬 | 0.3% | −51−3.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 29,031 | $114.0 萬 | 0.3% | −690−2.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,837 | $106.6 萬 | 0.2% | +1,683+9.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,649 | $104.0 萬 | 0.2% | −370−0.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,531 | $103.8 萬 | 0.2% | −43,944−75.2% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,669 | $103.5 萬 | 0.2% | +572+7.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 7,108 | $102.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 5,248 | $97.4 萬 | 0.2% | +5,248 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 16,234 | $93.6 萬 | 0.2% | +16,234 | 新進 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $90.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,236 | $83.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXTIAxt Inc | COM | 48,800 | $79.8 萬 | 0.2% | −13,700−21.9% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,400 | $77.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,914 | $74.5 萬 | 0.2% | +10.0% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,273 | $72.1 萬 | 0.2% | −1,332−51.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,591 | $71.6 萬 | 0.2% | −443−21.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,905 | $71.5 萬 | 0.2% | +892+44.3% | 加碼 | – |
| MSMorgan Stanley | Stock | 3,831 | $68.0 萬 | 0.2% | −45−1.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,025 | $65.8 萬 | 0.1% | +2,109+21.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,911 | $65.8 萬 | 0.1% | −440−18.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,243 | $65.1 萬 | 0.1% | −90−3.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 23,930 | $59.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,712 | $56.5 萬 | 0.1% | +380+28.5% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,105 | $56.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,487 | $56.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 21,500 | $54.9 萬 | 0.1% | +2,209+11.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,898 | $51.5 萬 | 0.1% | +2,898 | 新進 | 歷史 |
| Tema ETF Trust87975E602 | US MANUFACTURING | 10,595 | $47.0 萬 | 0.1% | −346−3.2% | 減碼 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | $2.56 萬 | – |
2025 年第 3 季之後清倉（11 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 60,011 | $428.3 萬 | 1.0% | – |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 127,715 | $259.0 萬 | 0.6% | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 16,200 | $214.6 萬 | 0.5% | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 59,670 | $200.8 萬 | 0.5% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,391 | $162.1 萬 | 0.4% | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 29,871 | $132.0 萬 | 0.3% | – |
| PGRProgressive Corp | Stock | 5,258 | $129.8 萬 | 0.3% | 歷史 |
| KOCoca Cola Co | Stock | 13,780 | $91.4 萬 | 0.2% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,467 | $38.3 萬 | 0.1% | 歷史 |
| UVIXVS Trust | ETF | 37,467 | $37.2 萬 | 0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 8,772 | $20.4 萬 | <0.1% | – |