Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- 最新申報
- 2026/7/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 149
- 較 2026 年第 1 季 +8
- 總值
- $4.69 億
- 較 2026 年第 1 季 +$3,538 萬 (+8.2%)
| 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 | $1.68 億 | 35.7% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 772,287 | $1,631 萬 | 3.5% | +16,351+2.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 93,653 | $1,470 萬 | 3.1% | +93,653 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 134,243 | $1,371 萬 | 2.9% | +3,557+2.7% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 139,544 | $1,257 萬 | 2.7% | +72,498+108.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E644 | INTL BUYBACK | 195,510 | $1,101 萬 | 2.3% | +92,954+90.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 113,036 | $1,036 萬 | 2.2% | −291,925−72.1% | 減碼 | – |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 418,122 | $843.4 萬 | 1.8% | +8,103+2.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 354,937 | $725.0 萬 | 1.5% | −25,239−6.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 19,006 | $700.1 萬 | 1.5% | −7,412−28.1% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 63,502 | $612.4 萬 | 1.3% | +2,794+4.6% | 加碼 | – |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 127,116 | $604.1 萬 | 1.3% | +68,421+116.6% | 加碼 | – |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 233,609 | $587.5 萬 | 1.3% | +6,060+2.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 33,429 | $457.0 萬 | 1.0% | +84+0.3% | 加碼 | 歷史 |
| Ea Series Trust02072Q663 | ASTORIA DYNAMIC | 174,786 | $439.2 萬 | 0.9% | +2,188+1.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 16,584 | $421.2 萬 | 0.9% | +5,862+54.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 54,959 | $415.0 萬 | 0.9% | −628−1.1% | 減碼 | 歷史 |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 109,578 | $399.9 萬 | 0.9% | +77,079+237.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,180 | $398.7 萬 | 0.8% | −1,287−9.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,603 | $393.6 萬 | 0.8% | −569−4.0% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 120,373 | $358.6 萬 | 0.8% | −7,986−6.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 14,975 | $356.9 萬 | 0.8% | +995+7.1% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 8,609 | $339.6 萬 | 0.7% | −1,335−13.4% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 142,406 | $333.5 萬 | 0.7% | +2,360+1.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,923 | $332.9 萬 | 0.7% | +857+10.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,312 | $332.0 萬 | 0.7% | −2,136−6.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,457 | $329.3 萬 | 0.7% | +662+4.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 19,724 | $318.6 萬 | 0.7% | +19,724 | 新進 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 64,050 | $314.3 萬 | 0.7% | +2,679+4.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,422 | $313.1 萬 | 0.7% | +10,422 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 37,763 | $310.1 萬 | 0.7% | −185−0.5% | 減碼 | – |
| MUMicron Technology Inc | Stock | 2,654 | $306.3 萬 | 0.7% | +2,654 | 新進 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 76,708 | $289.4 萬 | 0.6% | +76,708 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,137 | $287.5 萬 | 0.6% | +2,102+34.8% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 12,381 | $281.0 萬 | 0.6% | +6,930+127.1% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 10,202 | $260.6 萬 | 0.6% | +10,202 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,831 | $258.0 萬 | 0.5% | −1,061−13.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 12,222 | $255.5 萬 | 0.5% | +59+0.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 55,347 | $250.9 萬 | 0.5% | +6,071+12.3% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 16,142 | $244.6 萬 | 0.5% | −285−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,427 | $237.8 萬 | 0.5% | +400+6.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N335 | BARRIER INCOME | 92,357 | $236.4 萬 | 0.5% | +10,870+13.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 6,318 | $236.1 萬 | 0.5% | +153+2.5% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 56,267 | $233.1 萬 | 0.5% | +2,332+4.3% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 1,937 | $227.6 萬 | 0.5% | +70+3.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,909 | $213.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 66,837 | $211.9 萬 | 0.5% | +1,163+1.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,568 | $201.0 萬 | 0.4% | −601−14.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 11,372 | $200.5 萬 | 0.4% | +11,372 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,666 | $199.1 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 37,667 | $191.5 萬 | 0.4% | +1,881+5.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 119,051 | $191.0 萬 | 0.4% | +21,378+21.9% | 加碼 | – |
| RTXRTX Corp | Stock | 10,025 | $190.2 萬 | 0.4% | +1,742+21.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,782 | $180.2 萬 | 0.4% | +15+0.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 29,964 | $178.9 萬 | 0.4% | +1,584+5.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 72,115 | $166.8 萬 | 0.4% | +3,561+5.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 11,020 | $161.6 萬 | 0.3% | −927−7.8% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 53,003 | $157.2 萬 | 0.3% | −489−0.9% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 18,408 | $152.1 萬 | 0.3% | +2,131+13.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,390 | $148.0 萬 | 0.3% | +1,390 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,946 | $147.4 萬 | 0.3% | −2,607−46.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,122 | $146.9 萬 | 0.3% | +6,260+336.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,384 | $145.5 萬 | 0.3% | +12,384 | 新進 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 17,822 | $135.6 萬 | 0.3% | −17,489−49.5% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 10,590 | $133.8 萬 | 0.3% | +10,590 | 新進 | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 30,756 | $127.6 萬 | 0.3% | +962+3.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,061 | $127.3 萬 | 0.3% | +78+7.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,672 | $126.3 萬 | 0.3% | +1,672 | 新進 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 47,048 | $125.9 萬 | 0.3% | −391−0.8% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 3,422 | $125.2 萬 | 0.3% | −3,236−48.6% | 減碼 | – |
| STESTERIS plc | SHS USD | 5,887 | $124.0 萬 | 0.3% | +608+11.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,618 | $123.9 萬 | 0.3% | +4,478+72.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,362 | $118.8 萬 | 0.3% | −4,608−17.1% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,250 | $114.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,236 | $110.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 35,655 | $104.9 萬 | 0.2% | 00.0% | 不變 | – |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 39,512 | $95.2 萬 | 0.2% | +5,150+15.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,978 | $93.3 萬 | 0.2% | +347+4.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 6,792 | $92.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRSCarpenter Technology Corp | COM | 1,486 | $91.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,968 | $88.2 萬 | 0.2% | +3,710+113.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,457 | $87.0 萬 | 0.2% | −6,125−63.9% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N426 | GOLD STRATEGY PL | 27,555 | $86.7 萬 | 0.2% | −9,302−25.2% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 14,381 | $82.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 8,614 | $80.5 萬 | 0.2% | −1,582−15.5% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 24,009 | $79.9 萬 | 0.2% | +856+3.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,896 | $79.8 萬 | 0.2% | −851−31.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,073 | $75.7 萬 | 0.2% | +3,283+42.1% | 加碼 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,724 | $74.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,981 | $72.4 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 1,931 | $68.1 萬 | 0.1% | +30+1.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,409 | $67.7 萬 | 0.1% | −5,108−68.0% | 減碼 | 歷史 |
| AXTIAxt Inc | COM | 9,162 | $66.0 萬 | 0.1% | −5,550−37.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 918 | $63.1 萬 | 0.1% | +918 | 新進 | – |
| CWCurtiss Wright Corp | Stock | 815 | $61.8 萬 | 0.1% | −12−1.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,378 | $56.3 萬 | 0.1% | +200+4.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,181 | $54.2 萬 | 0.1% | −1,302−15.3% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,336 | $52.3 萬 | 0.1% | −350−13.0% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 9,879 | $49.7 萬 | 0.1% | +9,879 | 新進 | – |
| PFEPfizer Inc | Stock | 20,416 | $49.2 萬 | 0.1% | −1,982−8.8% | 減碼 | 歷史 |
選擇權（4 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。
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 16,858 | $162.1 萬 | 0.4% | 歷史 |
| VVisa Inc. | Stock | 4,669 | $141.1 萬 | 0.3% | 歷史 |
| COFCapital One Financial Corp | Stock | 6,290 | $114.8 萬 | 0.3% | 歷史 |
| BSXBoston Scientific Corp | Stock | 16,958 | $106.4 萬 | 0.2% | 歷史 |
| MAMastercard Inc | Stock | 1,710 | $85.4 萬 | 0.2% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 968 | $44.6 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,620 | $20.3 萬 | <0.1% | 歷史 |
| REALTheRealReal, Inc. | COM | 10,031 | $9.11 萬 | <0.1% | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 11,301 | $7.20 萬 | <0.1% | 歷史 |
| CRONCronos Group Inc. | COM | 10,637 | $2.67 萬 | <0.1% | 歷史 |