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 |
|---|---|---|---|---|---|---|---|---|
| XSD | SPDR SERIES TRUST | $61.81万 | 0.04% | 991 | 0 | 0.0% | — | 不变 |
| SMTH | ALPS ETF TR | $61.90万 | 0.04% | 24,048 | 42 | 0.2% | $1,081 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $62.52万 | 0.04% | 32,801 | -1,379 | -4.0% | -$2.63万 | 减仓 |
| AOR | ISHARES TR | $62.75万 | 0.04% | 9,029 | -99 | -1.1% | -$6,880 | 减仓 |
| IYH | ISHARES TR | $63.09万 | 0.04% | 9,415 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $63.13万 | 0.04% | 8,749 | -17,825 | -67.1% | -$128.63万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $64.02万 | 0.04% | 1,484 | -236 | -13.7% | -$10.18万 | 重新持有 |
| FAST | FASTENAL CO | $64.03万 | 0.04% | 13,331 | -1,762 | -11.7% | -$8.46万 | 减仓 |
| HSY | HERSHEY CO | $64.04万 | 0.04% | 3,650 | 1,012 | 38.4% | $17.76万 | 加仓 |
| IWD | ISHARES TR | $64.35万 | 0.04% | 2,654 | -208 | -7.3% | -$5.04万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $64.55万 | 0.04% | 12,784 | 64 | 0.5% | $3,231 | 加仓 |
| WRB | BERKLEY W R CORP | $64.80万 | 0.04% | 9,188 | -1,093 | -10.6% | -$7.71万 | 减仓 |
| GDX | VANECK ETF TRUST | $65.38万 | 0.04% | 8,665 | -48 | -0.6% | -$3,622 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $65.42万 | 0.04% | 3,925 | -22 | -0.6% | -$3,667 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $65.63万 | 0.04% | 25,418 | 125 | 0.5% | $3,228 | 加仓 |
| NDAQ | NASDAQ INC | $65.73万 | 0.04% | 8,340 | -1,435 | -14.7% | -$11.31万 | 减仓 |
| COP | CONOCOPHILLIPS | $66.49万 | 0.04% | 6,396 | 240 | 3.9% | $2.49万 | 加仓 |
| — | NEOS ETF TRUST | $67.29万 | 0.04% | 14,305 | 300 | 2.1% | $1.41万 | 加仓 |
| EOG | EOG RES INC | $67.74万 | 0.04% | 5,221 | -652 | -11.1% | -$8.46万 | 减仓 |
| MUB | ISHARES TR | $68.06万 | 0.04% | 6,324 | 1,287 | 25.6% | $13.85万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $68.64万 | 0.04% | 2,538 | -284 | -10.1% | -$7.68万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $69.31万 | 0.04% | 23,890 | 69 | 0.3% | $2,002 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $70.62万 | 0.04% | 3,077 | -1,321 | -30.0% | -$30.32万 | 减仓 |
| USB | US BANCORP | $71.26万 | 0.04% | 11,798 | 3,121 | 36.0% | $18.85万 | 加仓 |
| CVS | CVS HEALTH CORP | $71.59万 | 0.04% | 6,920 | -83 | -1.2% | -$8,587 | 减仓 |
| EMR | EMERSON ELEC CO | $71.72万 | 0.04% | 5,010 | -61 | -1.2% | -$8,733 | 减仓 |
| WFC | WELLS FARGO & CO | $71.80万 | 0.04% | 8,688 | 230 | 2.7% | $1.90万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $72.69万 | 0.04% | 12,567 | -1,925 | -13.3% | -$11.13万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $73.61万 | 0.05% | 553 | 1 | 0.2% | $1,331 | 加仓 |
| SBUX | STARBUCKS CORP | $73.90万 | 0.05% | 7,232 | 3,052 | 73.0% | $31.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $74.43万 | 0.05% | 2,456 | -18 | -0.7% | -$5,455 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $74.88万 | 0.05% | 9,226 | 20 | 0.2% | $1,623 | 加仓 |
| MPC | MARATHON PETE CORP | $75.13万 | 0.05% | 2,939 | -8 | -0.3% | -$2,045 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $76.30万 | 0.05% | 27,655 | 85 | 0.3% | $2,345 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $76.96万 | 0.05% | 7,239 | -159 | -2.1% | -$1.69万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $77.52万 | 0.05% | 561 | 73 | 15.0% | $10.09万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $77.56万 | 0.05% | 2,190 | 9 | 0.4% | $3,187 | 加仓 |
| YUM | YUM BRANDS INC | $78.49万 | 0.05% | 4,910 | -783 | -13.8% | -$12.52万 | 减仓 |
| TER | TERADYNE INC | $79.03万 | 0.05% | 1,633 | -295 | -15.3% | -$14.28万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $79.30万 | 0.05% | 14,680 | 437 | 3.1% | $2.36万 | 加仓 |
| ETOR | ETORO GROUP LTD | $80.21万 | 0.05% | 20,321 | -49,893 | -71.1% | -$196.93万 | 减仓 |
| RBRK | RUBRIK INC. | $80.68万 | 0.05% | 10,050 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $80.80万 | 0.05% | 6,925 | -1,578 | -18.6% | -$18.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $80.92万 | 0.05% | 2,716 | 253 | 10.3% | $7.54万 | 重新持有 |
| SYK | STRYKER CORPORATION | $81.02万 | 0.05% | 2,573 | -413 | -13.8% | -$13.01万 | 减仓 |
| EQIX | EQUINIX INC | $81.76万 | 0.05% | 784 | -90 | -10.3% | -$9.39万 | 减仓 |
| IYJ | ISHARES TR | $82.01万 | 0.05% | 4,921 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $83.48万 | 0.05% | 6,118 | 3,084 | 101.6% | $42.08万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $83.48万 | 0.05% | 2,425 | -296 | -10.9% | -$10.19万 | 减仓 |
| ACWX | ISHARES TR | $84.25万 | 0.05% | 11,070 | -37 | -0.3% | -$2,816 | 减仓 |
| — | NEOS ETF TRUST | $84.96万 | 0.05% | 17,535 | 479 | 2.8% | $2.32万 | 加仓 |
| WM | WASTE MGMT INC DEL | $86.44万 | 0.05% | 3,878 | -26 | -0.7% | -$5,795 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $87.17万 | 0.05% | 4,856 | 696 | 16.7% | $12.49万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $88.28万 | 0.05% | 903 | 147 | 19.4% | $14.37万 | 加仓 |
| ENB | ENBRIDGE INC | $88.31万 | 0.05% | 16,290 | -462 | -2.8% | -$2.50万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $88.38万 | 0.05% | 1,112 | -1,085 | -49.4% | -$86.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $88.42万 | 0.05% | 2,128 | -57 | -2.6% | -$2.37万 | 减仓 |
| PAYX | PAYCHEX INC | $88.63万 | 0.05% | 9,013 | 2,366 | 35.6% | $23.27万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $89.49万 | 0.06% | 4,831 | -5,093 | -51.3% | -$94.34万 | 减仓 |
| BLK | BLACKROCK INC | $91.37万 | 0.06% | 951 | 168 | 21.5% | $16.14万 | 加仓 |
| LONZ | PIMCO ETF TR | $91.77万 | 0.06% | 18,611 | 2,305 | 14.1% | $11.37万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $92.71万 | 0.06% | 2,021 | -541 | -21.1% | -$24.82万 | 减仓 |
| ECL | ECOLAB INC | $94.95万 | 0.06% | 3,408 | -443 | -11.5% | -$12.34万 | 减仓 |
| WSO | WATSCO INC | $96.64万 | 0.06% | 2,319 | -296 | -11.3% | -$12.34万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $96.92万 | 0.06% | 3,335 | 101 | 3.1% | $2.94万 | 加仓 |
| FDX | FEDEX CORP | $99.72万 | 0.06% | 3,185 | 11 | 0.3% | $3,444 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $100.61万 | 0.06% | 1,614 | 93 | 6.1% | $5.80万 | 加仓 |
| IVW | ISHARES TR | $101.87万 | 0.06% | 7,407 | -135 | -1.8% | -$1.86万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $102.25万 | 0.06% | 23,959 | -24,643 | -50.7% | -$105.17万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.95万 | 0.06% | 1,478 | -6 | -0.4% | -$4,220 | 减仓 |
| CIEN | CIENA CORP | $104.10万 | 0.06% | 2,122 | -347 | -14.1% | -$17.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $105.24万 | 0.07% | 2,143 | -1,612 | -42.9% | -$79.17万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $106.99万 | 0.07% | 6,210 | -878 | -12.4% | -$15.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $107.41万 | 0.07% | 4,540 | -33 | -0.7% | -$7,807 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $107.43万 | 0.07% | 32,270 | 7,301 | 29.2% | $24.31万 | 加仓 |
| C | CITIGROUP INC | $107.90万 | 0.07% | 7,710 | 12 | 0.2% | $1,679 | 加仓 |
| ABT | ABBOTT LABORATORIES | $108.57万 | 0.07% | 11,965 | -14,548 | -54.9% | -$132.01万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $108.78万 | 0.07% | 6,403 | 97 | 1.5% | $1.65万 | 加仓 |
| MS | MORGAN STANLEY | $109.29万 | 0.07% | 5,228 | 958 | 22.4% | $20.03万 | 加仓 |
| ORCL | ORACLE CORP | $110.78万 | 0.07% | 7,559 | -244 | -3.1% | -$3.58万 | 减仓 |
| INGR | INGREDION INC | $111.38万 | 0.07% | 11,760 | -524 | -4.3% | -$4.96万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $113.02万 | 0.07% | 22,070 | 15,919 | 258.8% | $81.52万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $113.27万 | 0.07% | 4,600 | -188 | -3.9% | -$4.63万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $113.49万 | 0.07% | 14,500 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $113.79万 | 0.07% | 5,153 | 38 | 0.7% | $8,391 | 加仓 |
| GEV | GE VERNOVA INC | $115.06万 | 0.07% | 979 | 10 | 1.0% | $1.18万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $115.92万 | 0.07% | 10,478 | -522 | -4.7% | -$5.78万 | 减仓 |
| PLD | PROLOGIS INC. | $122.91万 | 0.08% | 9,073 | 1,938 | 27.2% | $26.25万 | 加仓 |
| CTVA | CORTEVA INC | $123.43万 | 0.08% | 14,575 | -1,825 | -11.1% | -$15.46万 | 减仓 |
| PSX | PHILLIPS 66 | $124.49万 | 0.08% | 7,364 | 1,039 | 16.4% | $17.57万 | 加仓 |
| UPST | UPSTART HLDGS INC | $126.44万 | 0.08% | 35,688 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $127.81万 | 0.08% | 61,745 | -2,584 | -4.0% | -$5.35万 | 减仓 |
| SHY | ISHARES TR | $128.73万 | 0.08% | 15,678 | 72 | 0.5% | $5,912 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $128.76万 | 0.08% | 3,846 | -60 | -1.5% | -$2.01万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $133.52万 | 0.08% | 6,266 | -563 | -8.2% | -$12.00万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $136.16万 | 0.08% | 37,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $136.71万 | 0.08% | 11,438 | -418 | -3.5% | -$5.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $140.71万 | 0.09% | 4,262 | -251 | -5.6% | -$8.29万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $141.09万 | 0.09% | 3,397 | -260 | -7.1% | -$10.80万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $141.73万 | 0.09% | 6,160 | -182 | -2.9% | -$4.19万 | 减仓 |