Coastal Bridge Advisors, LLC
WESTPORT CT · SEC CIK 0001665976
$14.15亿2026Q1 申报市值
446持仓数
24.9%前十大占比 · 第一大 4.0%
21 / 26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
LION 加仓+$4,135.43万
EXXON MOBIL CORP 加仓+$1,482.57万
GBDC 加仓+$1,005.49万
IEUR 加仓+$755.42万
VTV 加仓+$354.49万
2026Q1 卖出最多 按季末市值估算
VPL 减仓-$389.68万
EEMA 减仓-$353.81万
GPOR 清仓-$211.11万
WELL 减仓-$131.37万
GOOGL 减仓-$102.66万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | $28.76万 | 0.02% | 5,084 | -1,869 | -26.9% | -$10.57万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $29.18万 | 0.02% | 12,170 | 36 | 0.3% | $863 | 加仓 |
| OKLO | OKLO INC | $29.28万 | 0.02% | 5,905 | 146 | 2.5% | $7,240 | 加仓 |
| TLH | ISHARES TR | $29.64万 | 0.02% | 2,943 | -485 | -14.1% | -$4.88万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $29.67万 | 0.02% | 827 | 154 | 22.9% | $5.53万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $30.37万 | 0.02% | 10,063 | -1,054 | -9.5% | -$3.18万 | 减仓 |
| IJT | ISHARES TR | $30.44万 | 0.02% | 2,104 | 2,104 | — | $30.44万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $30.71万 | 0.02% | 1,128 | 1 | 0.1% | $272 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $30.97万 | 0.02% | 6,855 | -9,961 | -59.2% | -$45.00万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $31.04万 | 0.02% | 2,368 | -120 | -4.8% | -$1.57万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $31.65万 | 0.02% | 2,035 | -30 | -1.5% | -$4,666 | 减仓 |
| JSI | JANUS DETROIT STR TR | $31.71万 | 0.02% | 6,151 | 6,151 | — | $31.71万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $32.05万 | 0.02% | 456 | 456 | — | $32.05万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $32.09万 | 0.02% | 12,884 | 463 | 3.7% | $1.15万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $32.23万 | 0.02% | 13,777 | 3,362 | 32.3% | $7.87万 | 加仓 |
| XSD | SPDR SERIES TRUST | $32.32万 | 0.02% | 991 | -30 | -2.9% | -$9,784 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $32.66万 | 0.02% | 987 | -61 | -5.8% | -$2.02万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $33.55万 | 0.02% | 9,273 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $33.63万 | 0.02% | 14,216 | 2,753 | 24.0% | $6.51万 | 加仓 |
| IRM | IRON MTN INC DEL | $33.71万 | 0.02% | 3,301 | 65 | 2.0% | $6,638 | 加仓 |
| AFL | AFLAC INC | $33.96万 | 0.02% | 3,095 | 88 | 2.9% | $9,655 | 加仓 |
| NOBL | PROSHARES TR | $34.07万 | 0.02% | 3,214 | -47 | -1.4% | -$4,982 | 减仓 |
| NVO | NOVO-NORDISK A S | $34.09万 | 0.02% | 9,275 | 9,275 | — | $34.09万 | 新建仓 |
| CSX | CSX CORP | $34.18万 | 0.02% | 8,326 | -141 | -1.7% | -$5,788 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $34.22万 | 0.02% | 30,470 | -2,317 | -7.1% | -$2.60万 | 减仓 |
| WWD | WOODWARD INC | $34.43万 | 0.02% | 962 | -62 | -6.1% | -$2.22万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.74万 | 0.02% | 750 | 31 | 4.3% | $1.44万 | 加仓 |
| HEI | HEICO CORP NEW | $34.99万 | 0.02% | 1,276 | 30 | 2.4% | $8,228 | 加仓 |
| QUAL | ISHARES TR | $36.19万 | 0.03% | 1,887 | 729 | 63.0% | $13.98万 | 加仓 |
| LIN | LINDE PLC | $36.30万 | 0.03% | 732 | 184 | 33.6% | $9.13万 | 加仓 |
| DVY | ISHARES TR | $36.38万 | 0.03% | 2,403 | 82 | 3.5% | $1.24万 | 加仓 |
| ITA | ISHARES TR | $37.15万 | 0.03% | 1,698 | 138 | 8.8% | $3.02万 | 加仓 |
| SBUX | STARBUCKS CORP | $37.44万 | 0.03% | 4,180 | 543 | 14.9% | $4.86万 | 加仓 |
| EME | EMCOR GROUP INC | $37.51万 | 0.03% | 508 | -32 | -5.9% | -$2.36万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.84万 | 0.03% | 2,555 | -617 | -19.5% | -$9.14万 | 减仓 |
| AGG | ISHARES TR | $38.40万 | 0.03% | 3,869 | -83 | -2.1% | -$8,239 | 减仓 |
| WDAY | WORKDAY INC | $38.55万 | 0.03% | 2,967 | 17 | 0.6% | $2,209 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $38.67万 | 0.03% | 1,678 | 199 | 13.5% | $4.59万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.95万 | 0.03% | 10,295 | 33 | 0.3% | $1,249 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $39.00万 | 0.03% | 12,597 | 1,425 | 12.8% | $4.41万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $39.00万 | 0.03% | 16,973 | 16,973 | — | $39.00万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $39.29万 | 0.03% | 11,006 | 30 | 0.3% | $1,071 | 加仓 |
| DE | DEERE & CO | $39.36万 | 0.03% | 699 | 97 | 16.1% | $5.46万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $39.57万 | 0.03% | 1,483 | -207 | -12.2% | -$5.52万 | 减仓 |
| — | PROSHARES TR | $40.26万 | 0.03% | 5,484 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $40.57万 | 0.03% | 10,822 | 10 | 0.1% | $375 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $40.62万 | 0.03% | 1,953 | -304 | -13.5% | -$6.32万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.67万 | 0.03% | 904 | -1 | -0.1% | -$461 | 减仓 |
| CMCSA | COMCAST CORP NEW | $42.12万 | 0.03% | 14,672 | -5,825 | -28.4% | -$16.72万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $42.27万 | 0.03% | 3,563 | 373 | 11.7% | $4.42万 | 加仓 |
| COPX | GLOBAL X FDS | $43.15万 | 0.03% | 5,651 | 2,219 | 64.7% | $16.94万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $43.88万 | 0.03% | 2,162 | -137 | -6.0% | -$2.78万 | 减仓 |
| TV | GRUPO TELEVISA S A B | $43.97万 | 0.03% | 151,093 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $44.07万 | 0.03% | 10,944 | 87 | 0.8% | $3,503 | 加仓 |
| MKC | MCCORMICK & CO INC | $44.48万 | 0.03% | 8,819 | 221 | 2.6% | $1.11万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $44.75万 | 0.03% | 55,730 | 1,900 | 3.5% | $1.53万 | 加仓 |
| IWM | ISHARES TR | $45.09万 | 0.03% | 1,818 | 14 | 0.8% | $3,472 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $45.10万 | 0.03% | 4,800 | -25 | -0.5% | -$2,349 | 减仓 |
| USB | US BANCORP | $45.13万 | 0.03% | 8,677 | 481 | 5.9% | $2.50万 | 加仓 |
| HAL | HALLIBURTON CO | $46.07万 | 0.03% | 11,816 | 315 | 2.7% | $1.23万 | 加仓 |
| ARIS | ARIS MINING CORPORATION | $46.28万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $46.57万 | 0.03% | 25,462 | -377 | -1.5% | -$6,895 | 减仓 |
| IWS | ISHARES TR | $46.80万 | 0.03% | 3,211 | 9 | 0.3% | $1,312 | 加仓 |
| CAH | CARDINAL HEALTH INC | $47.04万 | 0.03% | 2,226 | 36 | 1.6% | $7,607 | 加仓 |
| IWB | ISHARES TR | $47.57万 | 0.03% | 1,334 | -1,388 | -51.0% | -$49.49万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $48.12万 | 0.03% | 4,942 | -125 | -2.5% | -$1.22万 | 减仓 |
| MO | ALTRIA GROUP INC | $48.45万 | 0.03% | 7,342 | -39 | -0.5% | -$2,574 | 减仓 |
| IYM | ISHARES TR | $48.64万 | 0.03% | 2,765 | -4 | -0.1% | -$704 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.89万 | 0.03% | 16,030 | -91 | -0.6% | -$2,775 | 减仓 |
| DHR | DANAHER CORP DEL | $48.95万 | 0.03% | 2,582 | 133 | 5.4% | $2.52万 | 加仓 |
| RBRK | RUBRIK INC. | $49.21万 | 0.03% | 10,050 | -842 | -7.7% | -$4.12万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $50.23万 | 0.04% | 10,888 | -56 | -0.5% | -$2,583 | 减仓 |
| CVS | CVS HEALTH CORP | $50.30万 | 0.04% | 7,003 | -275 | -3.8% | -$1.98万 | 减仓 |
| IVE | ISHARES TR | $51.21万 | 0.04% | 2,425 | 542 | 28.8% | $11.45万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $51.39万 | 0.04% | 14,935 | 8,200 | 121.8% | $28.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.53万 | 0.04% | 8,041 | 383 | 5.0% | $2.45万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $51.74万 | 0.04% | 26,495 | 83 | 0.3% | $1,621 | 加仓 |
| PGR | PROGRESSIVE CORP | $51.79万 | 0.04% | 2,613 | -72 | -2.7% | -$1.43万 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $52.04万 | 0.04% | 13,102 | -931 | -6.6% | -$3.70万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $52.05万 | 0.04% | 3,293 | -69 | -2.1% | -$1.09万 | 减仓 |
| HDV | ISHARES TR | $53.04万 | 0.04% | 3,908 | -177 | -4.3% | -$2.40万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $53.33万 | 0.04% | 488 | 2 | 0.4% | $2,186 | 加仓 |
| MUB | ISHARES TR | $53.47万 | 0.04% | 5,037 | 908 | 22.0% | $9.64万 | 加仓 |
| ZTS | ZOETIS INC | $53.85万 | 0.04% | 4,556 | 1,041 | 29.6% | $12.31万 | 加仓 |
| HSY | HERSHEY CO | $54.84万 | 0.04% | 2,638 | 143 | 5.7% | $2.97万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $55.85万 | 0.04% | 1,946 | -22 | -1.1% | -$6,314 | 减仓 |
| LQDH | ISHARES U S ETF TR | $56.13万 | 0.04% | 6,078 | -691 | -10.2% | -$6.38万 | 减仓 |
| IYK | ISHARES TR | $56.33万 | 0.04% | 8,043 | -69 | -0.9% | -$4,832 | 减仓 |
| TER | TERADYNE INC | $57.17万 | 0.04% | 1,928 | -17 | -0.9% | -$5,041 | 减仓 |
| IYH | ISHARES TR | $58.03万 | 0.04% | 9,415 | -1,645 | -14.9% | -$10.14万 | 减仓 |
| WELL | WELLTOWER INC | $58.27万 | 0.04% | 2,947 | -6,644 | -69.3% | -$131.37万 | 减仓 |
| AOR | ISHARES TR | $58.74万 | 0.04% | 9,128 | -5,689 | -38.4% | -$36.61万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.12万 | 0.04% | 2,185 | 124 | 6.0% | $3.35万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $59.32万 | 0.04% | 19,781 | -1,825 | -8.4% | -$5.47万 | 减仓 |
| IWD | ISHARES TR | $61.16万 | 0.04% | 2,862 | -744 | -20.6% | -$15.90万 | 减仓 |
| PAYX | PAYCHEX INC | $61.23万 | 0.04% | 6,647 | 1,788 | 36.8% | $16.47万 | 加仓 |
| SMTH | ALPS ETF TR | $61.83万 | 0.04% | 24,006 | 39 | 0.2% | $1,004 | 加仓 |
| KLAC | KLA CORP | $62.28万 | 0.04% | 423 | -74 | -14.9% | -$10.90万 | 减仓 |
| STE | STERIS PLC | $63.24万 | 0.04% | 2,860 | -5 | -0.2% | -$1,106 | 减仓 |
| IGHG | PROSHARES TR | $63.66万 | 0.04% | 8,197 | -217 | -2.6% | -$1.69万 | 减仓 |