Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/20 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 141
- 較 2025 年第 4 季 −9
- 總值
- $4.34 億
- 較 2025 年第 4 季 −$784.5 萬 (−1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings Inc | COM | 631,144 | $1.57 億 | 36.2% | −37,313−5.6% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 404,961 | $3,711 萬 | 8.6% | +328,867+432.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 755,936 | $1,613 萬 | 3.7% | +2,849+0.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 130,686 | $1,352 萬 | 3.1% | +4,785+3.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 26,418 | $1,137 萬 | 2.6% | −1,939−6.8% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 410,019 | $834.4 萬 | 1.9% | +45,757+12.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 380,176 | $802.2 萬 | 1.8% | −717−0.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 102,556 | $577.0 萬 | 1.3% | −105,096−50.6% | 減碼 | – |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 227,549 | $575.6 萬 | 1.3% | +54,664+31.6% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 60,708 | $570.2 萬 | 1.3% | +58,616+2,801.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 33,345 | $565.7 萬 | 1.3% | −4,254−11.3% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 67,046 | $504.1 萬 | 1.2% | +10,133+17.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 55,587 | $490.1 萬 | 1.1% | −11,752−17.5% | 減碼 | 歷史 |
| Ea Series Trust02072Q663 | ASTORIA DYNAMIC | 172,598 | $433.8 萬 | 1.0% | +172,598 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 13,467 | $396.2 萬 | 0.9% | −154−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 31,448 | $390.8 萬 | 0.9% | +6,963+28.4% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 128,359 | $375.3 萬 | 0.9% | +50,547+65.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 14,172 | $359.7 萬 | 0.8% | +2,523+21.7% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 140,046 | $329.2 萬 | 0.8% | −85,358−37.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 37,948 | $313.3 萬 | 0.7% | −586−1.5% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 61,371 | $303.5 萬 | 0.7% | +9,508+18.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,066 | $298.6 萬 | 0.7% | +141+1.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,980 | $291.2 萬 | 0.7% | +113+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,795 | $275.5 萬 | 0.6% | +2,057+15.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,553 | $266.1 萬 | 0.6% | +1,486+36.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,427 | $262.3 萬 | 0.6% | +1,757+12.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,722 | $262.1 萬 | 0.6% | −16−0.1% | 減碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 58,695 | $256.7 萬 | 0.6% | +259+0.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,892 | $244.3 萬 | 0.6% | −29−0.4% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 35,311 | $241.8 萬 | 0.6% | −15,069−29.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,169 | $238.5 萬 | 0.5% | +285+7.3% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 9,944 | $236.9 萬 | 0.5% | −1,650−14.2% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 53,935 | $229.5 萬 | 0.5% | +6,105+12.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 49,276 | $226.1 萬 | 0.5% | −47,955−49.3% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 6,658 | $211.8 萬 | 0.5% | +6,658 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 9,582 | $208.4 萬 | 0.5% | +329+3.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,674 | $201.5 萬 | 0.5% | +47+0.1% | 加碼 | – |
| MSMorgan Stanley | Stock | 12,163 | $200.2 萬 | 0.5% | +8,332+217.5% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N335 | BARRIER INCOME | 81,487 | $200.0 萬 | 0.5% | +16,808+26.0% | 加碼 | – |
| EMREmerson Electric Co | Stock | 14,909 | $195.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,027 | $193.3 萬 | 0.4% | +50+0.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 53,492 | $189.2 萬 | 0.4% | +4,042+8.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 7,517 | $182.2 萬 | 0.4% | −62−0.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 35,786 | $177.5 萬 | 0.4% | +1,468+4.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 6,165 | $174.9 萬 | 0.4% | −50−0.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,663 | $173.2 萬 | 0.4% | −1,961−42.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,035 | $173.1 萬 | 0.4% | −1,816−23.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,947 | $172.6 萬 | 0.4% | −316−2.6% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,970 | $165.2 萬 | 0.4% | +26,970 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 1,867 | $163.0 萬 | 0.4% | −107−5.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,858 | $162.1 萬 | 0.4% | −4,039−19.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 8,283 | $159.8 萬 | 0.4% | +280+3.5% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 68,554 | $159.2 萬 | 0.4% | −951−1.4% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $153.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,380 | $153.4 萬 | 0.4% | +8,543+43.1% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 97,673 | $149.8 萬 | 0.3% | +2,494+2.6% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,767 | $149.5 萬 | 0.3% | +342+24.0% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N426 | GOLD STRATEGY PL | 36,857 | $147.2 萬 | 0.3% | −522−1.4% | 減碼 | – |
| VVisa Inc. | Stock | 4,669 | $141.1 萬 | 0.3% | −144−3.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,918 | $131.2 萬 | 0.3% | −1,562−14.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,277 | $129.6 萬 | 0.3% | +16,277 | 新進 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 47,439 | $127.7 萬 | 0.3% | −168,717−78.1% | 減碼 | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 32,499 | $121.3 萬 | 0.3% | +32,499 | 新進 | – |
| STESTERIS plc | SHS USD | 5,279 | $116.7 萬 | 0.3% | +12+0.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,290 | $114.8 萬 | 0.3% | +16+0.3% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 10,196 | $110.4 萬 | 0.3% | +10,196 | 新進 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 29,794 | $108.4 萬 | 0.2% | +763+2.6% | 加碼 | – |
| WELLWelltower Inc. | REIT | 5,451 | $107.8 萬 | 0.2% | +203+3.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 16,958 | $106.4 萬 | 0.2% | +16,958 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,792 | $105.5 萬 | 0.2% | −316−4.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,747 | $102.1 萬 | 0.2% | +1,156+72.7% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $92.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 35,655 | $91.4 萬 | 0.2% | −2,994−7.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 983 | $90.4 萬 | 0.2% | −238−19.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,140 | $89.8 萬 | 0.2% | +3,242+111.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 23,153 | $89.0 萬 | 0.2% | −8,382−26.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,381 | $87.2 萬 | 0.2% | −19−0.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,710 | $85.4 萬 | 0.2% | −1,433−45.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,631 | $83.8 萬 | 0.2% | −5,047−36.9% | 減碼 | – |
| AXTIAxt Inc | COM | 14,712 | $83.8 萬 | 0.2% | −34,088−69.9% | 減碼 | 歷史 |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 34,362 | $80.8 萬 | 0.2% | +34,362 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 8,483 | $77.8 萬 | 0.2% | −30,443−78.2% | 減碼 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,724 | $70.8 萬 | 0.2% | −190−1.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,244 | $64.5 萬 | 0.1% | +10.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 22,398 | $62.9 萬 | 0.1% | −1,532−6.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,901 | $62.5 萬 | 0.1% | −10−0.5% | 減碼 | 歷史 |
| CRSCarpenter Technology Corp | COM | 1,486 | $58.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 827 | $56.3 萬 | 0.1% | +415+100.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,686 | $54.6 萬 | 0.1% | −550−17.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,178 | $50.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 9,900 | $49.4 萬 | 0.1% | −26,068−72.5% | 減碼 | – |
| MCOMoodys Corp | Stock | 1,100 | $48.0 萬 | 0.1% | −5−0.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 968 | $44.6 萬 | 0.1% | −305−24.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,790 | $44.2 萬 | 0.1% | −4,235−35.2% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 3,258 | $42.7 萬 | 0.1% | +103+3.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,038 | $41.5 萬 | 0.1% | −449−10.0% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 13,359 | $40.5 萬 | 0.1% | +64+0.5% | 加碼 | – |
| CBChubb Ltd | Stock | 1,224 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 606 | $39.6 萬 | 0.1% | +39+6.9% | 加碼 | – |
| Putnam ETF Trust746729755 | FRANKLIN OHIO MU | 47,186 | $39.3 萬 | 0.1% | +338+0.7% | 加碼 | – |
2025 年第 4 季之後清倉（21 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 83,417 | $456.9 萬 | 1.0% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,160 | $433.5 萬 | 1.0% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 34,169 | $402.2 萬 | 0.9% | – |
| iShares Inc464286509 | MSCI CDA ETF | 61,634 | $332.4 萬 | 0.8% | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 75,046 | $330.1 萬 | 0.7% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 27,284 | $325.8 萬 | 0.7% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,531 | $103.8 萬 | 0.2% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,669 | $103.5 萬 | 0.2% | – |
| MOAltria Group, Inc. | Stock | 16,234 | $93.6 萬 | 0.2% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,905 | $71.5 萬 | 0.2% | – |
| UNHUnitedHealth Group Inc | Stock | 1,712 | $56.5 萬 | 0.1% | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 21,500 | $54.9 萬 | 0.1% | 歷史 |
| Tema ETF Trust87975E602 | US MANUFACTURING | 10,595 | $47.0 萬 | 0.1% | – |
| LINLinde PLC | Stock | 1,027 | $43.8 萬 | 0.1% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,012 | $31.7 萬 | 0.1% | 歷史 |
| Global X FDS37950E259 | GB MSCI AR ETF | 3,181 | $29.1 萬 | 0.1% | – |
| BXBlackstone Inc. | COM | 1,650 | $25.4 萬 | 0.1% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,240 | $24.7 萬 | 0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 766 | $24.4 萬 | 0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 953 | $22.0 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,017 | $20.7 萬 | <0.1% | 歷史 |