Coastal Bridge Advisors, LLC
WESTPORT CT · SEC CIK 0001665976
$16.17亿2026Q2 申报市值
471持仓数
25.6%前十大占比 · 第一大 5.1%
37 / 23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+$776.26万
LION 加仓+$616.57万
ICE 新建仓+$436.16万
IEFA 加仓+$398.41万
MIAX 加仓+$392.95万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,091.04万
HON 减仓-$720.85万
XLP 清仓-$499.36万
ASML 减仓-$415.79万
CCL 清仓-$353.92万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CSL | CARLISLE COS INC | $29.89万 | 0.02% | 824 | 128 | 18.4% | $4.64万 | 加仓 |
| VIS | VANGUARD WORLD FD | $30.25万 | 0.02% | 839 | -26 | -3.0% | -$9,373 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $30.42万 | 0.02% | 1,243 | 1,243 | — | $30.42万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $30.45万 | 0.02% | 7,991 | -3,015 | -27.4% | -$11.49万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $31.00万 | 0.02% | 6,891 | 36 | 0.5% | $1,620 | 加仓 |
| NVO | NOVO-NORDISK A S | $31.14万 | 0.02% | 6,495 | -2,780 | -30.0% | -$13.33万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $31.16万 | 0.02% | 2,277 | -91 | -3.8% | -$1.25万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $31.25万 | 0.02% | 3,795 | 3,795 | — | $31.25万 | 新建仓 |
| MET | METLIFE INC | $31.33万 | 0.02% | 3,702 | 33 | 0.9% | $2,792 | 重新持有 |
| DFUV | DIMENSIONAL ETF TRUST | $31.46万 | 0.02% | 5,719 | 5,719 | — | $31.46万 | 新建仓 |
| OKLO | OKLO INC | $31.91万 | 0.02% | 6,097 | 192 | 3.3% | $1.00万 | 加仓 |
| FLEX | FLEX LTD | $32.27万 | 0.02% | 1,991 | 1,991 | — | $32.27万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $32.29万 | 0.02% | 13,154 | -1,518 | -10.3% | -$3.73万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $32.47万 | 0.02% | 13,169 | 285 | 2.2% | $7,028 | 加仓 |
| EFIV | SPDR SERIES TRUST | $32.71万 | 0.02% | 4,485 | 4,485 | — | $32.71万 | 新建仓 |
| ITOT | ISHARES TR | $32.94万 | 0.02% | 2,005 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $33.16万 | 0.02% | 1,109 | -19 | -1.7% | -$5,680 | 减仓 |
| BHVN | BIOHAVEN LTD | $34.26万 | 0.02% | 23,022 | -1,000 | -4.2% | -$1.49万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $34.34万 | 0.02% | 2,214 | 52 | 2.4% | $8,066 | 加仓 |
| NOBL | PROSHARES TR | $35.46万 | 0.02% | 6,314 | -114 | -1.8% | -$6,403 | 减仓 |
| — | VICTORY PORTFOLIOS II | $35.60万 | 0.02% | 10,278 | 215 | 2.1% | $7,447 | 加仓 |
| MTUM | ISHARES TR | $35.76万 | 0.02% | 1,043 | 1,043 | — | $35.76万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $35.77万 | 0.02% | 30,470 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $35.91万 | 0.02% | 3,062 | -33 | -1.1% | -$3,870 | 减仓 |
| WDAY | WORKDAY INC | $36.32万 | 0.02% | 2,967 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $36.41万 | 0.02% | 4,772 | 4,772 | — | $36.41万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $36.86万 | 0.02% | 9,273 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $36.96万 | 0.02% | 16,163 | 16,163 | — | $36.96万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $37.06万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MINING CORPORATION | $37.27万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $37.61万 | 0.02% | 946 | 42 | 4.6% | $1.67万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $37.92万 | 0.02% | 442 | -14 | -3.1% | -$1.20万 | 减仓 |
| HAL | HALLIBURTON CO | $38.07万 | 0.02% | 11,215 | -601 | -5.1% | -$2.04万 | 减仓 |
| MKC | MCCORMICK & CO INC | $38.31万 | 0.02% | 7,597 | -1,222 | -13.9% | -$6.16万 | 减仓 |
| AGG | ISHARES TR | $38.57万 | 0.02% | 3,897 | 28 | 0.7% | $2,772 | 加仓 |
| DVY | ISHARES TR | $39.12万 | 0.02% | 2,503 | 100 | 4.2% | $1.56万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $39.19万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $39.66万 | 0.02% | 2,879 | -414 | -12.6% | -$5.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.81万 | 0.02% | 2,519 | -36 | -1.4% | -$5,690 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $39.92万 | 0.02% | 16,973 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $39.93万 | 0.02% | 3,928 | -172 | -4.2% | -$1.75万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $39.98万 | 0.02% | 4,942 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $40.11万 | 0.02% | 8,438 | 112 | 1.3% | $5,324 | 加仓 |
| IRM | IRON MTN INC DEL | $40.18万 | 0.02% | 3,181 | -120 | -3.6% | -$1.52万 | 减仓 |
| ITA | ISHARES TR | $40.42万 | 0.02% | 1,667 | -31 | -1.8% | -$7,516 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $40.66万 | 0.03% | 17,348 | 3,571 | 25.9% | $8.37万 | 加仓 |
| WWD | WOODWARD INC | $40.93万 | 0.03% | 962 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $41.27万 | 0.03% | 834 | 7 | 0.8% | $3,464 | 加仓 |
| EME | EMCOR GROUP INC | $41.41万 | 0.03% | 499 | -9 | -1.8% | -$7,469 | 减仓 |
| LIN | LINDE PLC | $41.44万 | 0.03% | 798 | 66 | 9.0% | $3.43万 | 加仓 |
| QUAL | ISHARES TR | $41.47万 | 0.03% | 1,890 | 3 | 0.2% | $658 | 加仓 |
| LH | LABCORP HOLDINGS INC | $41.55万 | 0.03% | 1,484 | 1 | 0.1% | $280 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $41.89万 | 0.03% | 17,720 | 3,504 | 24.6% | $8.28万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $41.93万 | 0.03% | 10,945 | 1 | 0.0% | $38 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $43.11万 | 0.03% | 10,905 | 17 | 0.2% | $672 | 加仓 |
| IJT | ISHARES TR | $43.22万 | 0.03% | 2,420 | 316 | 15.0% | $5.64万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $44.73万 | 0.03% | 55,838 | 108 | 0.2% | $865 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $45.15万 | 0.03% | 12,246 | -351 | -2.8% | -$1.29万 | 减仓 |
| HEI | HEICO CORP NEW | $45.67万 | 0.03% | 1,282 | 6 | 0.5% | $2,138 | 加仓 |
| AVAV | AEROVIRONMENT INC | $46.05万 | 0.03% | 2,790 | 2,790 | — | $46.05万 | 新建仓 |
| COMP | COMPASS INC | $46.14万 | 0.03% | 37,420 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $46.27万 | 0.03% | 730 | 31 | 4.4% | $1.97万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $46.43万 | 0.03% | 47,664 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $46.93万 | 0.03% | 5,484 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $47.40万 | 0.03% | 10,833 | 11 | 0.1% | $481 | 加仓 |
| TRI | THOMSON REUTERS CORP | $47.50万 | 0.03% | 5,817 | -1,654 | -22.1% | -$13.51万 | 减仓 |
| COPX | GLOBAL X FDS | $48.14万 | 0.03% | 6,255 | 604 | 10.7% | $4.65万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $48.27万 | 0.03% | 3,338 | -225 | -6.3% | -$3.25万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.49万 | 0.03% | 13,929 | -2,101 | -13.1% | -$7.31万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $48.80万 | 0.03% | 1,815 | 137 | 8.2% | $3.68万 | 加仓 |
| DHR | DANAHER CORP DEL | $48.97万 | 0.03% | 2,571 | -11 | -0.4% | -$2,095 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $49.06万 | 0.03% | 18,906 | -875 | -4.4% | -$2.27万 | 减仓 |
| IVE | ISHARES TR | $49.47万 | 0.03% | 2,179 | -246 | -10.1% | -$5.58万 | 减仓 |
| IYM | ISHARES TR | $49.64万 | 0.03% | 2,765 | 0 | 0.0% | — | 不变 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $49.67万 | 0.03% | 14,551 | 7,340 | 101.8% | $25.05万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.61万 | 0.03% | 13,766 | 3,471 | 33.7% | $12.76万 | 加仓 |
| AGI | ALAMOS GOLD INC | $51.70万 | 0.03% | 17,057 | 700 | 4.3% | $2.12万 | 加仓 |
| STE | STERIS PLC | $52.12万 | 0.03% | 2,475 | -385 | -13.5% | -$8.11万 | 减仓 |
| ICLN | ISHARES TR | $52.17万 | 0.03% | 25,462 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $52.85万 | 0.03% | 3,211 | 0 | 0.0% | — | 不变 |
| TV | GRUPO TELEVISA S A B | $53.57万 | 0.03% | 197,693 | 46,600 | 30.8% | $12.63万 | 加仓 |
| HDV | ISHARES TR | $53.60万 | 0.03% | 19,557 | 17 | 0.1% | $466 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $53.96万 | 0.03% | 27,634 | 1,139 | 4.3% | $2.22万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $54.37万 | 0.03% | 3,970 | -5 | -0.1% | -$685 | 减仓 |
| LQDH | ISHARES U S ETF TR | $54.49万 | 0.03% | 5,851 | -227 | -3.7% | -$2.11万 | 减仓 |
| IWM | ISHARES TR | $54.56万 | 0.03% | 1,816 | -2 | -0.1% | -$601 | 减仓 |
| IWB | ISHARES TR | $54.63万 | 0.03% | 1,334 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $54.85万 | 0.03% | 2,309 | 83 | 3.7% | $1.97万 | 加仓 |
| PGR | PROGRESSIVE CORP | $55.60万 | 0.03% | 2,546 | -67 | -2.6% | -$1.46万 | 减仓 |
| MO | ALTRIA GROUP INC | $55.81万 | 0.03% | 7,758 | 416 | 5.7% | $2.99万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $55.91万 | 0.03% | 1,958 | 5 | 0.3% | $1,428 | 加仓 |
| CTAS | CINTAS CORP | $56.91万 | 0.04% | 3,346 | -472 | -12.4% | -$8.03万 | 减仓 |
| WELL | WELLTOWER INC | $57.51万 | 0.04% | 2,534 | -413 | -14.0% | -$9.37万 | 减仓 |
| B | BARRICK MNG CORP | $57.56万 | 0.04% | 15,657 | 31 | 0.2% | $1,140 | 加仓 |
| IYK | ISHARES TR | $58.44万 | 0.04% | 8,043 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $58.79万 | 0.04% | 1,869 | -77 | -4.0% | -$2.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.07万 | 0.04% | 8,290 | 249 | 3.1% | $1.77万 | 加仓 |
| IGHG | PROSHARES TR | $60.34万 | 0.04% | 7,704 | -493 | -6.0% | -$3.86万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $60.60万 | 0.04% | 15,965 | 1,030 | 6.9% | $3.91万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $61.72万 | 0.04% | 4,690 | -570 | -10.8% | -$7.50万 | 减仓 |