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 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 6,215 | $191.4 萬 | 0.4% | −639−9.3% | 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 |
| EMREmerson Electric Co | Stock | 14,909 | $197.9 萬 | 0.4% | −100−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,977 | $200.4 萬 | 0.5% | −286−4.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 10,480 | $204.3 萬 | 0.5% | +25+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,067 | $204.4 萬 | 0.5% | −1,457−26.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,253 | $211.4 萬 | 0.5% | +3,394+57.9% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 77,812 | $211.7 萬 | 0.5% | −2,627−3.3% | 減碼 | – |
| COHRCoherent Corp. | COM | 11,594 | $214.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,738 | $222.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,579 | $224.5 萬 | 0.5% | −2,855−27.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,670 | $225.3 萬 | 0.5% | −503−3.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 93,981 | $233.4 萬 | 0.5% | +5,408+6.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,851 | $246.4 萬 | 0.6% | −1,698−17.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 58,436 | $255.6 萬 | 0.6% | +882+1.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 13,738 | $256.2 萬 | 0.6% | +1,116+8.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,884 | $256.4 萬 | 0.6% | +73+1.9% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 51,863 | $261.4 萬 | 0.6% | −81,006−61.0% | 減碼 | – |
| WMTWalmart Inc. | Stock | 24,485 | $272.8 萬 | 0.6% | −8,387−25.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,921 | $274.1 萬 | 0.6% | +378+5.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,624 | $315.3 萬 | 0.7% | +248+5.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,649 | $316.7 萬 | 0.7% | −952−7.6% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 38,534 | $319.1 萬 | 0.7% | −57,376−59.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,867 | $320.1 萬 | 0.7% | +78+0.6% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 27,284 | $325.8 萬 | 0.7% | +27,284 | 新進 | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 75,046 | $330.1 萬 | 0.7% | +75,046 | 新進 | – |
| iShares Inc464286509 | MSCI CDA ETF | 61,634 | $332.4 萬 | 0.8% | +61,634 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 38,926 | $333.9 萬 | 0.8% | +38,926 | 新進 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 50,380 | $338.2 萬 | 0.8% | −4,281−7.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,925 | $383.2 萬 | 0.9% | −852−9.7% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 34,169 | $402.2 萬 | 0.9% | +14,961+77.9% | 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 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 56,913 | $427.1 萬 | 1.0% | +1,015+1.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,160 | $433.5 萬 | 1.0% | +6,528+248.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,621 | $438.9 萬 | 1.0% | −171−1.2% | 減碼 | 歷史 |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 172,885 | $440.1 萬 | 1.0% | +3,301+1.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 37,599 | $452.5 萬 | 1.0% | −312−0.8% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 83,417 | $456.9 萬 | 1.0% | +43,775+110.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,085 | $496.6 萬 | 1.1% | +6,045+296.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 225,404 | $534.3 萬 | 1.2% | −48,341−17.7% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 67,339 | $546.6 萬 | 1.2% | −15,394−18.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 216,156 | $592.5 萬 | 1.3% | +216,156 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 76,094 | $695.3 萬 | 1.6% | −11,868−13.5% | 減碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 364,262 | $754.0 萬 | 1.7% | +1,616+0.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 380,893 | $834.3 萬 | 1.9% | −4,935−1.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 28,357 | $1,124 萬 | 2.5% | −2,974−9.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 207,652 | $1,154 萬 | 2.6% | −9,943−4.6% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 125,901 | $1,289 萬 | 2.9% | +2,985+2.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 753,087 | $1,677 萬 | 3.8% | +34,075+4.7% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 668,457 | $1.60 億 | 36.3% | −1230.0% | 減碼 | 歷史 |
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% | – |