Edge Wealth Management LLC
NEW YORK NY · SEC CIK 0001567163
$5.94亿2026Q2 申报市值
87持仓数
60.2%前十大占比 · 第一大 9.5%
5 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$612.39万
MTBA 加仓+$95.19万
TGTX 新建仓+$27.47万
SHY 加仓+$24.63万
MOH 新建仓+$22.87万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,350.36万
HON 减仓-$610.99万
GOOGL 减仓-$99.17万
MRVL 重新持有-$89.37万
JPM 减仓-$68.25万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $5,646.44万 | 9.51% | 158,000 | -2,775 | -1.7% | -$99.17万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5,352.35万 | 9.01% | 1,090,758 | 19,399 | 1.8% | $95.19万 | 加仓 |
| AAPL | APPLE INC | $4,784.50万 | 8.06% | 165,348 | -367 | -0.2% | -$10.62万 | 减仓 |
| IWM | ISHARES TR | $3,431.51万 | 5.78% | 114,212 | 32 | 0.0% | $9,614 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,257.86万 | 5.49% | 1,064,312 | 1,818 | 0.2% | $5.56万 | 加仓 |
| SHY | ISHARES TR | $3,230.68万 | 5.44% | 393,457 | 3,000 | 0.8% | $24.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,921.92万 | 4.92% | 78,332 | -210 | -0.3% | -$7.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,789.75万 | 4.70% | 85,227 | -2,085 | -2.4% | -$68.25万 | 减仓 |
| WMT | WALMART INC | $2,358.70万 | 3.97% | 208,255 | -245 | -0.1% | -$2.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,007.11万 | 3.38% | 40,143 | 39 | 0.1% | $1.95万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,957.25万 | 3.30% | 77,066 | 55 | 0.1% | $1.40万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,774.20万 | 2.99% | 50,085 | 121 | 0.2% | $4.29万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1,761.06万 | 2.96% | 111,283 | 148 | 0.1% | $2.34万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,681.35万 | 2.83% | 75,437 | 157 | 0.2% | $3.50万 | 加仓 |
| MRK | MERCK & CO INC | $1,588.10万 | 2.67% | 123,674 | 239 | 0.2% | $3.07万 | 加仓 |
| BLK | BLACKROCK INC | $1,524.76万 | 2.57% | 15,857 | 17 | 0.1% | $1.63万 | 加仓 |
| PSA | PUBLIC STORAGE | $1,406.79万 | 2.37% | 44,196 | 67 | 0.2% | $2.13万 | 加仓 |
| SLB | SLB LIMITED | $1,214.90万 | 2.05% | 261,324 | 900 | 0.3% | $4.18万 | 加仓 |
| HD | HOME DEPOT INC | $979.70万 | 1.65% | 27,779 | 115 | 0.4% | $4.06万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $974.79万 | 1.64% | 120,107 | 385 | 0.3% | $3.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $966.48万 | 1.63% | 59,087 | 245 | 0.4% | $4.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $863.03万 | 1.45% | 58,922 | 202 | 0.3% | $2.96万 | 加仓 |
| DIS | DISNEY WALT CO | $665.04万 | 1.12% | 69,110 | -292 | -0.4% | -$2.81万 | 减仓 |
| MCD | MCDONALDS CORP | $657.18万 | 1.11% | 24,312 | 141 | 0.6% | $3.81万 | 加仓 |
| HON | HONEYWELL INTL INC | $621.31万 | 1.05% | 27,700 | -27,240 | -49.6% | -$610.99万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $612.39万 | 1.03% | 27,700 | 27,700 | — | $612.39万 | 新建仓 |
| AMZN | AMAZON COM INC | $508.55万 | 0.86% | 21,337 | 95 | 0.4% | $2.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $453.77万 | 0.76% | 6,078 | -66 | -1.1% | -$4.93万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $319.32万 | 0.54% | 90,228 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $253.19万 | 0.43% | 167,563 | 10 | 0.0% | $151 | 加仓 |
| NVDA | NVIDIA CORPORATION | $236.12万 | 0.40% | 11,800 | -1,238 | -9.5% | -$24.77万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $193.05万 | 0.33% | 90,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $118.19万 | 0.20% | 22,254 | -80 | -0.4% | -$4,249 | 减仓 |
| CSCO | CISCO SYS INC | $111.85万 | 0.19% | 9,522 | -50 | -0.5% | -$5,873 | 减仓 |
| BAC | BANK OF AMER CORP | $109.84万 | 0.18% | 19,277 | -199 | -1.0% | -$1.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $95.11万 | 0.16% | 5,736 | -98 | -1.7% | -$1.62万 | 减仓 |
| IEI | ISHARES TR | $91.02万 | 0.15% | 7,750 | -50 | -0.6% | -$5,873 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $76.55万 | 0.13% | 3,598 | 1,010 | 39.0% | $21.49万 | 加仓 |
| SH | PROSHARES TR | $75.95万 | 0.13% | 23,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $73.48万 | 0.12% | 4,701 | -4,011 | -46.0% | -$62.69万 | 减仓 |
| UNP | UNION PAC CORP | $71.54万 | 0.12% | 2,630 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $64.13万 | 0.11% | 110,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $59.64万 | 0.10% | 2,755 | -950 | -25.6% | -$20.56万 | 减仓 |
| GLD | SPDR GOLD TR | $57.84万 | 0.10% | 1,570 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $57.28万 | 0.10% | 834 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $56.51万 | 0.10% | 10,899 | 1,609 | 17.3% | $8.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.52万 | 0.09% | 4,759 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $50.90万 | 0.09% | 13,857 | 60 | 0.4% | $2,204 | 加仓 |
| GOOG | ALPHABET INC | $49.94万 | 0.08% | 1,413 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $48.92万 | 0.08% | 6,484 | 198 | 3.1% | $1.49万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $48.22万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $47.97万 | 0.08% | 12,984 | 10 | 0.1% | $369 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.53万 | 0.08% | 1,257 | 11 | 0.9% | $4,072 | 加仓 |
| META | META PLATFORMS INC | $45.91万 | 0.08% | 815 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $40.76万 | 0.07% | 16,500 | -3,500 | -17.5% | -$8.64万 | 减仓 |
| EWJ | ISHARES INC | $39.70万 | 0.07% | 4,256 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $38.80万 | 0.07% | 5,649 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $38.53万 | 0.06% | 381 | 1 | 0.3% | $1,011 | 加仓 |
| FDX | FEDEX CORP | $37.98万 | 0.06% | 1,213 | 77 | 6.8% | $2.41万 | 加仓 |
| CMI | CUMMINS INC | $35.66万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $33.30万 | 0.06% | 1,827 | -155 | -7.8% | -$2.83万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $31.60万 | 0.05% | 16,187 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $31.47万 | 0.05% | 2,324 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.87万 | 0.05% | 734 | -250 | -25.4% | -$10.51万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $30.08万 | 0.05% | 32,031 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $29.57万 | 0.05% | 13,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $27.82万 | 0.05% | 1,087 | 99 | 10.0% | $2.53万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $27.47万 | 0.05% | 5,000 | 5,000 | — | $27.47万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $26.53万 | 0.04% | 3,677 | 50 | 1.4% | $3,608 | 加仓 |
| NLR | VANECK ETF TRUST | $26.45万 | 0.04% | 2,281 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.56万 | 0.04% | 745 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.36万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $24.81万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $24.19万 | 0.04% | 812 | -3,000 | -78.7% | -$89.37万 | 重新持有 |
| VXUS | VANGUARD STAR FDS | $23.65万 | 0.04% | 2,766 | -83 | -2.9% | -$7,095 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $23.39万 | 0.04% | 1,474 | 67 | 4.8% | $1.06万 | 加仓 |
| IBB | ISHARES TR | $23.34万 | 0.04% | 1,227 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $23.02万 | 0.04% | 3,200 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $22.87万 | 0.04% | 1,000 | 1,000 | — | $22.87万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.41万 | 0.04% | 440 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $22.28万 | 0.04% | 450 | 450 | — | $22.28万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.86万 | 0.04% | 1,800 | 1,800 | — | $21.86万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.66万 | 0.03% | 4,538 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.40万 | 0.03% | 218 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC | $16.18万 | 0.03% | 10,200 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $11.49万 | 0.02% | 10,083 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $10.84万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -138,533 | -100.0% | -$2,350.36万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,767 | -100.0% | -$29.08万 | 清仓 |
| SPXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.34万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -15,000 | -100.0% | -$4.61万 | 清仓 |