PE

Park Edge Advisors, LLC

趋势追踪型

申报总市值

US$4.3亿

申报季度: 2026-03-31 · 持股只数: 141

Park Edge Advisors, LLC在最新一期 13F 报告中披露了 141 项持股，申报期为 2026-03-31，总持股市值约为 US$4.3亿，季度换手率为 32.4%。

机构性格雪花图

集中度
57.97
持仓稳定性
32.4
动能／逆势
100
行业集中度
46.04
多样化
100
仓位均衡度
55.76

近期动向

  • 加仓 BIL

    +432.2%　US$3015.7万

  • 减仓 IPKW

    -50.6%　-US$577.0万

  • 加仓 EMB

    +2801.9%　US$550.1万

  • 减仓 QQQ

    -93.7%　-US$467.2万

  • 减仓 BWZ

    -78.1%　-US$464.8万

  • 减仓 GDX

    -78.2%　-US$256.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1LECOLincoln Electric Holdings股票-工业36.23%-0.03%-5.58%
2BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债8.55%+6.98%+432.19%
3CDXSimplify High Yield ETFETF-非投资级债3.72%-0.08%+0.38%
4STIPIshares 0-5 Year Tips Bond EETF-其他3.12%+0.20%+3.80%
5GLDSpdr Gold SharesETF-避险与商品2.62%—-6.84%
6AGGHSimplify Aggregate Bond ETFETF-其他1.92%+0.21%+12.56%
7TUASim St Treas Fut Strat ETFETF-其他1.85%—-0.19%
8IPKWInvesco International BuybacETF-其他1.33%-1.28%-50.61%
9WTBNWisdomtree Bianco Tr FundETF-其他1.33%+0.33%+31.62%
10EMBIshares Jp Morgan Usd EmergiETF-其他1.31%+1.26%+2801.91%
11XOMExxon Mobil CORP股票-能源1.30%+0.28%-11.31%
12SPHQInvesco S&p 500 Quality ETFETF-大型股与成长1.16%+0.19%+17.80%
13IAUIshares Gold TrustETF-避险与商品1.13%-0.11%-17.45%
14AGGAEa As Dy Cr US Fi In Etf-usdETF-其他1.00%+1.00%NEW
15JPMJpmorgan Chase & Co股票-金融0.91%—-1.13%
16WMTWalmart INC股票-非周期性消费0.90%+0.28%+28.44%
17FOXYSimplify Currency Strtgy ETFETF-其他0.87%+0.39%+64.96%
18AAPLApple INC股票-科技0.83%—+21.66%
19BUCKSimplify Treasury Option INCETF-政府公债0.76%-0.45%-37.87%
20SHYIshares 1-3 Year Treasury BoETF-政府公债0.72%—-1.52%
21MTBASimplify Mbs ETFETF-其他0.70%—+18.33%
22MSFTMicrosoft CORP股票-科技0.69%-0.18%+1.78%
23AMZNAmazon.com INC股票-周期性消费0.67%—+0.81%
24NVDANvidia CORP股票-科技0.63%—+14.97%
25BRK-BBerkshire Hathaway Inc-cl B股票-其他0.61%+0.15%+36.54%
26TJXTjx Companies INC股票-周期性消费0.60%—+11.98%
27JNJJohnson & Johnson股票-医疗保健0.60%—-0.15%
28OUSMAlps Oshares US Small-cap QuETF-其他0.59%—+0.44%
29AVGOBroadcom INC股票-科技0.56%—-0.37%
30ACWXIshares Msci Acwi Ex US ETFETF-其他0.56%-0.21%-29.91%
31METAMeta Platforms Inc-class A股票-通信服务0.55%—+7.34%
32COHRCoherent CORP股票-科技0.55%—-14.23%
33IDVIshares International SelectETF-其他0.53%—+12.76%
34XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.52%-0.42%-49.32%
35OEFIshares S&p 100 ETFETF-其他0.49%+0.49%NEW
36ABBVAbbvie INC股票-医疗保健0.48%—+3.56%
37SCHDSchwab US Dvd Equity ETFETF-其他0.46%—+0.07%
38MSMorgan Stanley股票-金融0.46%+0.31%+217.49%
39SBARSimplify Barrier Income ETFETF-其他0.46%—+25.99%
40EMREmerson Electric Co股票-工业0.45%——
41VTIVanguard Total Stock Mkt ETFETF-其他0.45%—+0.84%
42HARDSimplify Commodities Str K-1ETF-其他0.44%—+8.17%
43IBMIntl Business Machines CORP股票-科技0.42%—-0.82%
44SPHDInvesco S&p 500 High DividenETF-大型股与成长0.41%—+4.28%
45GEGeneral Electric股票-工业0.40%—-0.80%
46SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.40%-0.31%-42.41%
47GOOGAlphabet Inc-cl C股票-通信服务0.40%-0.16%-23.13%
48PGProcter & Gamble Co/the股票-非周期性消费0.40%—-2.58%
49XLESs Energy Select SectorETF-其他0.38%+0.38%NEW
50GEVGE Vernova INC股票-工业0.38%—-5.42%
1–50 of 141

本季持股变动

Park Edge Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Financial Select Sector (XLF); 新建仓: Ea As Dy Cr US Fi In Etf-usd (AGGA); 清仓: Ishares Russell 1000 Growth (IWF); 清仓: Ss Comm Select Sector Spdr (XLC); 清仓: Ishares Msci Canada ETF (EWC).

Park Edge Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BILSs Spdr Bb 1-3m T-bill ETF+7%+432.19%加仓
2EMBIshares Jp Morgan Usd Emergi+1.3%+2801.91%加仓
3FOXYSimplify Currency Strtgy ETF+0.4%+64.96%加仓
4WTBNWisdomtree Bianco Tr Fund+0.3%+31.62%加仓
5MSMorgan Stanley+0.3%+217.49%加仓
6WMTWalmart INC+0.3%+28.44%加仓
7XOMExxon Mobil CORP+0.3%-11.31%减仓
8AGGHSimplify Aggregate Bond ETF+0.2%+12.56%加仓
9STIPIshares 0-5 Year Tips Bond E+0.2%+3.80%加仓
10SPHQInvesco S&p 500 Quality ETF+0.2%+17.80%加仓
11BRK-BBerkshire Hathaway Inc-cl B+0.2%+36.54%加仓
12LECOLincoln Electric Holdings0%-5.58%减仓
13CDXSimplify High Yield ETF-0.1%+0.38%加仓
14IAUIshares Gold Trust-0.1%-17.45%减仓
15IBITIshares Bitcoin Trust ETF-0.2%-26.58%减仓
16GOOGAlphabet Inc-cl C-0.2%-23.13%减仓
17ORCLOracle CORP-0.2%-14.90%减仓
18MSFTMicrosoft CORP-0.2%+1.78%加仓
19ACWXIshares Msci Acwi Ex US ETF-0.2%-29.91%减仓
20MAMastercard INC - A-0.2%-45.59%减仓
21COSTCostco Wholesale CORP-0.3%-85.48%减仓
22TBILF/m US Treasury 3 Month Bill-0.3%-72.48%减仓
23SPYSs Spdr S&p 500 ETF Trust-us-0.3%-42.41%减仓
24PMPhilip Morris International-0.3%-82.60%减仓
25XLUSt Sr Utl Sl Se Spdr Etf-usd-0.4%-49.32%减仓
26BUCKSimplify Treasury Option INC-0.5%-37.87%减仓
27TAt&t INC-0.5%-87.27%减仓
28GDXVaneck Gold Miners ETF-0.6%-78.21%减仓
29QQQInvesco Qqq Trust Series 1-1.1%-93.68%减仓
30BWZState Street Spdr Bloomberg-1.1%-78.05%减仓
31IPKWInvesco International Buybac-1.3%-50.61%减仓
32XLFSs Financial Select Sector—EXIT清仓
33AGGAEa As Dy Cr US Fi In Etf-usd—NEW新建仓
34IWFIshares Russell 1000 Growth—EXIT清仓
35XLCSs Comm Select Sector Spdr—EXIT清仓
36EWCIshares Msci Canada ETF—EXIT清仓
37EWUIshares Msci United Kingdom—EXIT清仓
38XLYSs Consumer Disc Select Sect—EXIT清仓
39OEFIshares S&p 100 ETF—NEW新建仓
40XLESs Energy Select Sector—NEW新建仓
41WFCWells Fargo & Co—NEW新建仓
42FYLDCambria Foreign Shareholder—NEW新建仓
43NEMNewmont CORP—NEW新建仓
44BSXBoston Scientific CORP—NEW新建仓
45SPLVInvesco S&p 500 Low Volatili—EXIT清仓
46IEIIshares 3-7 Year Treasury Bo—EXIT清仓
47MOAltria Group INC—EXIT清仓
48DBBInvesco Db Base Metals Fund—NEW新建仓
49IWMIshares Russell 2000 ETF—EXIT清仓
50UNHUnitedhealth Group INC—EXIT清仓

FAQ

Park Edge Advisors, LLC 是什么机构？属于哪种投资人类型？
Park Edge Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.3亿，分布在 141 个已申报仓位之中。
Park Edge Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Park Edge Advisors, LLC 按市值排列的前几大持股为： 1. Lincoln Electric Holdings (LECO) — US$1.6亿 (36.2%) 2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$3711.1万 (8.6%) 3. Simplify High Yield ETF (CDX) — US$1613.2万 (3.7%) 4. Ishares 0-5 Year Tips Bond E (STIP) — US$1351.7万 (3.1%) 5. Spdr Gold Shares (GLD) — US$1136.7万 (2.6%)
Park Edge Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Park Edge Advisors, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 12 个既有持股、减仓 19 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：清仓: Ss Financial Select Sector (XLF); 新建仓: Ea As Dy Cr US Fi In Etf-usd (AGGA); 清仓: Ishares Russell 1000 Growth (IWF); 清仓: Ss Comm Select Sector Spdr (XLC); 清仓: Ishares Msci Canada ETF (EWC)
Park Edge Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Park Edge Advisors, LLC 的主要板块分布如下： • Information Technology: 22.5% • Financials: 22.2% • Health Care: 13.6% • Consumer Staples: 10.3% • Communication Services: 8.7% • Energy: 8.5%