Edge Wealth Management LLC
NEW YORK NY · SEC CIK 0001567163
$5.85亿2026Q1 申报市值
85持仓数
57.8%前十大占比 · 第一大 9.1%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DBMF 新建仓+$3,203.42万
MTBA 加仓+$352.75万
SH 新建仓+$87.24万
NVDA 加仓+$62.79万
SHY 加仓+$61.80万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$545.82万
AAPL 减仓-$407.54万
IEI 减仓-$391.94万
MSFT 减仓-$137.85万
WMT 减仓-$63.05万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -3,060 | -100.0% | -$40.10万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,309 | -100.0% | -$28.03万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$21.55万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -4,647 | -100.0% | -$20.58万 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$10.08万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $4.61万 | 0.01% | 15,000 | 15,000 | — | $4.61万 | 新建仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $10.92万 | 0.02% | 10,083 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $15.42万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC | $18.15万 | 0.03% | 10,200 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $20.34万 | 0.03% | 1,100 | 1,100 | — | $20.34万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $20.63万 | 0.04% | 1,407 | -1,392 | -49.7% | -$20.41万 | 减仓 |
| IBB | ISHARES TR | $20.72万 | 0.04% | 1,227 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $21.12万 | 0.04% | 3,200 | 0 | 0.0% | — | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $21.73万 | 0.04% | 218 | 0 | 0.0% | — | 重新持有 |
| VXUS | VANGUARD STAR FDS | $21.97万 | 0.04% | 2,849 | 126 | 4.6% | $9,717 | 加仓 |
| V | VISA INC | $22.52万 | 0.04% | 745 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $22.82万 | 0.04% | 988 | 181 | 22.4% | $4.18万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.94万 | 0.04% | 4,538 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.09万 | 0.04% | 3,627 | -1,000 | -21.6% | -$7.19万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $26.53万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.90万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $27.33万 | 0.05% | 1,500 | 0 | 0.0% | — | 重新持有 |
| WULF | TERAWULF INC | $28.86万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $29.08万 | 0.05% | 1,767 | 1,767 | — | $29.08万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $29.51万 | 0.05% | 13,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $30.02万 | 0.05% | 440 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $30.36万 | 0.05% | 32,031 | 1 | 0.0% | $9 | 加仓 |
| NLR | VANECK ETF TRUST | $30.38万 | 0.05% | 2,281 | 250 | 12.3% | $3.33万 | 加仓 |
| IYY | ISHARES TR | $31.40万 | 0.05% | 1,982 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $31.61万 | 0.05% | 16,187 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $32.19万 | 0.06% | 380 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $35.07万 | 0.06% | 5,649 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $35.94万 | 0.06% | 4,256 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.09万 | 0.06% | 2,324 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.58万 | 0.06% | 984 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $39.99万 | 0.07% | 1,246 | 293 | 30.7% | $9.40万 | 加仓 |
| FDX | FEDEX CORP | $40.46万 | 0.07% | 1,136 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $40.55万 | 0.07% | 1,413 | -75 | -5.0% | -$2.15万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $44.35万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $46.63万 | 0.08% | 815 | 158 | 24.0% | $9.04万 | 加仓 |
| AMLP | ALPS ETF TR | $48.90万 | 0.08% | 9,290 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.67万 | 0.08% | 2,588 | -135 | -5.0% | -$2.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.84万 | 0.09% | 834 | 834 | — | $49.84万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $55.33万 | 0.09% | 110,000 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $56.28万 | 0.10% | 13,797 | 155 | 1.1% | $6,322 | 加仓 |
| GDX | VANECK ETF TRUST | $57.69万 | 0.10% | 6,286 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $60.98万 | 0.10% | 12,974 | -1,491 | -10.3% | -$7.01万 | 减仓 |
| UNP | UNION PAC CORP | $63.81万 | 0.11% | 2,630 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $67.56万 | 0.12% | 1,570 | -200 | -11.3% | -$8.61万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $69.61万 | 0.12% | 4,759 | 9 | 0.2% | $1,317 | 加仓 |
| BA | BOEING CO | $73.74万 | 0.13% | 3,705 | 500 | 15.6% | $9.95万 | 加仓 |
| CSCO | CISCO SYS INC | $74.27万 | 0.13% | 9,572 | 660 | 7.4% | $5.12万 | 加仓 |
| SH | PROSHARES TR | $87.24万 | 0.15% | 23,000 | 23,000 | — | $87.24万 | 新建仓 |
| IEI | ISHARES TR | $92.51万 | 0.16% | 7,800 | -33,047 | -80.9% | -$391.94万 | 减仓 |
| BAC | BANK AMERICA CORP | $94.95万 | 0.16% | 19,476 | -198 | -1.0% | -$9,653 | 减仓 |
| CVX | CHEVRON CORPORATION | $120.71万 | 0.21% | 5,834 | 1,022 | 21.2% | $21.15万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $124.92万 | 0.21% | 90,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $131.91万 | 0.23% | 8,712 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $136.82万 | 0.23% | 22,334 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $227.39万 | 0.39% | 13,038 | 3,600 | 38.1% | $62.79万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $249.93万 | 0.43% | 90,228 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $251.16万 | 0.43% | 167,553 | 5 | 0.0% | $75 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $399.56万 | 0.68% | 6,144 | -65 | -1.0% | -$4.23万 | 减仓 |
| AMZN | AMAZON COM INC | $442.41万 | 0.76% | 21,242 | 1,063 | 5.3% | $22.14万 | 加仓 |
| DIS | DISNEY WALT CO | $668.89万 | 1.14% | 69,402 | -1,161 | -1.6% | -$11.19万 | 减仓 |
| MCD | MCDONALDS CORP | $751.20万 | 1.28% | 24,171 | -32 | -0.1% | -$9,945 | 减仓 |
| PG | PROCTER & GAMBLE CO | $848.15万 | 1.45% | 58,720 | -237 | -0.4% | -$3.42万 | 减仓 |
| HD | HOME DEPOT INC | $909.83万 | 1.56% | 27,664 | -14 | -0.1% | -$4,604 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $969.15万 | 1.66% | 119,722 | 260 | 0.2% | $2.10万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,015.50万 | 1.74% | 58,842 | -1,615 | -2.7% | -$27.87万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,195.35万 | 2.04% | 44,129 | -13 | -0.0% | -$3,521 | 减仓 |
| — | HONEYWELL INTL INC | $1,241.80万 | 2.12% | 54,940 | 52 | 0.1% | $1.18万 | 加仓 |
| SLB | SLB LIMITED | $1,338.32万 | 2.29% | 260,424 | 860 | 0.3% | $4.42万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1,419.52万 | 2.43% | 111,135 | 1,104 | 1.0% | $14.10万 | 加仓 |
| MRK | MERCK & CO INC | $1,484.80万 | 2.54% | 123,435 | 329 | 0.3% | $3.96万 | 加仓 |
| BLK | BLACKROCK INC | $1,523.34万 | 2.60% | 15,840 | -95 | -0.6% | -$9.14万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,714.87万 | 2.93% | 49,964 | 22 | 0.0% | $7,551 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,729.86万 | 2.96% | 75,280 | -726 | -1.0% | -$16.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,882.46万 | 3.22% | 77,011 | -734 | -0.9% | -$17.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,921.78万 | 3.29% | 40,104 | -515 | -1.3% | -$24.68万 | 减仓 |
| — | EXXON MOBIL CORP | $2,350.36万 | 4.02% | 138,533 | -1,032 | -0.7% | -$17.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,568.38万 | 4.39% | 87,312 | -221 | -0.3% | -$6.50万 | 减仓 |
| WMT | WALMART INC | $2,591.24万 | 4.43% | 208,500 | -5,073 | -2.4% | -$63.05万 | 减仓 |
| IWM | ISHARES TR | $2,831.67万 | 4.84% | 114,180 | 262 | 0.2% | $6.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,907.38万 | 4.97% | 78,542 | -3,724 | -4.5% | -$137.85万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,203.42万 | 5.48% | 1,062,494 | 1,062,494 | — | $3,203.42万 | 新建仓 |
| SHY | ISHARES TR | $3,224.00万 | 5.51% | 390,457 | 7,484 | 2.0% | $61.80万 | 加仓 |
| AAPL | APPLE INC | $4,205.69万 | 7.19% | 165,715 | -16,058 | -8.8% | -$407.54万 | 减仓 |
| GOOGL | ALPHABET INC | $4,623.24万 | 7.90% | 160,775 | -18,981 | -10.6% | -$545.82万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5,298.94万 | 9.06% | 1,071,359 | 71,321 | 7.1% | $352.75万 | 加仓 |