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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $151.07万 | 0.11% | 26,701 | 3,262 | 13.9% | $18.46万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $153.93万 | 0.11% | 2,260 | 2,260 | — | $153.93万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $156.49万 | 0.11% | 3,755 | -37 | -1.0% | -$1.54万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $158.69万 | 0.11% | 3,657 | 107 | 3.0% | $4.64万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $159.91万 | 0.11% | 2,197 | -32 | -1.4% | -$2.33万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $160.50万 | 0.11% | 9,924 | -224 | -2.2% | -$3.62万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $161.33万 | 0.11% | 36,101 | 263 | 0.7% | $1.18万 | 加仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $161.61万 | 0.11% | 140,528 | 4,300 | 3.2% | $4.95万 | 加仓 |
| IVV | ISHARES TR | $162.52万 | 0.11% | 2,488 | 445 | 21.8% | $29.07万 | 加仓 |
| SOLV | SOLVENTUM CORP | $164.04万 | 0.12% | 25,121 | 234 | 0.9% | $1.53万 | 加仓 |
| SNA | SNAP ON INC | $166.28万 | 0.12% | 4,578 | 102 | 2.3% | $3.70万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $167.71万 | 0.12% | 5,575 | 100 | 1.8% | $3.01万 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $169.69万 | 0.12% | 276,817 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $175.09万 | 0.12% | 18,826 | 868 | 4.8% | $8.07万 | 加仓 |
| D | DOMINION ENERGY INC | $178.09万 | 0.13% | 28,807 | 4,463 | 18.3% | $27.59万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $183.01万 | 0.13% | 60,612 | 4 | 0.0% | $121 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $183.32万 | 0.13% | 174,428 | 460 | 0.3% | $4,835 | 加仓 |
| IEMG | ISHARES INC | $184.77万 | 0.13% | 26,490 | 13,358 | 101.7% | $93.17万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $184.83万 | 0.13% | 9,831 | 122 | 1.3% | $2.29万 | 加仓 |
| DIS | DISNEY WALT CO | $186.04万 | 0.13% | 19,302 | 161 | 0.8% | $1.55万 | 加仓 |
| T | AT&T INC | $186.49万 | 0.13% | 64,329 | 5,469 | 9.3% | $15.85万 | 加仓 |
| BA | BOEING CO | $186.52万 | 0.13% | 9,371 | -55 | -0.6% | -$1.09万 | 减仓 |
| P | EVERPURE INC | $187.73万 | 0.13% | 31,797 | -1,097 | -3.3% | -$6.48万 | 减仓 |
| IYW | ISHARES TR | $188.86万 | 0.13% | 10,410 | -77 | -0.7% | -$1.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $191.15万 | 0.14% | 26,574 | 1,128 | 4.4% | $8.11万 | 加仓 |
| EEMA | ISHARES INC | $191.67万 | 0.14% | 20,021 | -36,957 | -64.9% | -$353.81万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $202.22万 | 0.14% | 2,390 | 84 | 3.6% | $7.11万 | 加仓 |
| LOW | LOWES COS INC | $207.02万 | 0.15% | 8,761 | 372 | 4.4% | $8.79万 | 加仓 |
| INCY | INCYTE CORP | $208.71万 | 0.15% | 22,175 | 30 | 0.1% | $2,824 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $210.47万 | 0.15% | 21,536 | -39,873 | -64.9% | -$389.68万 | 减仓 |
| ETOR | ETORO GROUP LTD | $210.85万 | 0.15% | 70,214 | 34,138 | 94.6% | $102.52万 | 加仓 |
| LLY | ELI LILLY & CO | $214.01万 | 0.15% | 2,326 | 95 | 4.3% | $8.74万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $219.15万 | 0.15% | 60,623 | 8,707 | 16.8% | $31.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $220.61万 | 0.16% | 3,692 | 16 | 0.4% | $9,561 | 加仓 |
| UNP | UNION PAC CORP | $221.38万 | 0.16% | 9,124 | 281 | 3.2% | $6.82万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $223.34万 | 0.16% | 83,932 | 406 | 0.5% | $1.08万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $225.83万 | 0.16% | 110,578 | 11,162 | 11.2% | $22.80万 | 加仓 |
| EMXC | ISHARES INC | $230.65万 | 0.16% | 29,323 | 1,172 | 4.2% | $9.22万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $233.31万 | 0.16% | 11,469 | 865 | 8.2% | $17.60万 | 加仓 |
| HGER | HARBOR ETF TRUST | $234.70万 | 0.17% | 75,684 | 49,593 | 190.1% | $153.79万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $237.06万 | 0.17% | 37,820 | 8,820 | 30.4% | $55.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $240.79万 | 0.17% | 5,661 | -32 | -0.6% | -$1.36万 | 减仓 |
| IYY | ISHARES TR | $242.54万 | 0.17% | 15,307 | -300 | -1.9% | -$4.75万 | 减仓 |
| URI | UNITED RENTALS INC | $245.05万 | 0.17% | 3,364 | 22 | 0.7% | $1.60万 | 加仓 |
| QCOM | QUALCOMM INC | $248.84万 | 0.18% | 19,323 | -531 | -2.7% | -$6.84万 | 减仓 |
| NKE | NIKE INC | $249.40万 | 0.18% | 47,217 | -2,125 | -4.3% | -$11.22万 | 减仓 |
| ADBE | ADOBE INC | $250.63万 | 0.18% | 10,311 | -878 | -7.8% | -$21.34万 | 减仓 |
| MRK | MERCK & CO INC | $253.19万 | 0.18% | 21,049 | -5,751 | -21.5% | -$69.18万 | 减仓 |
| CRM | SALESFORCE INC | $256.07万 | 0.18% | 13,718 | 3,388 | 32.8% | $63.24万 | 加仓 |
| CG | CARLYLE GROUP INC | $257.26万 | 0.18% | 53,163 | -2,048 | -3.7% | -$9.91万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $258.03万 | 0.18% | 23,677 | 1,581 | 7.2% | $17.23万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $258.35万 | 0.18% | 56,298 | 1,708 | 3.1% | $7.84万 | 加仓 |
| TJX | TJX COS INC NEW | $259.15万 | 0.18% | 16,227 | -1,747 | -9.7% | -$27.90万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $260.52万 | 0.18% | 5,300 | 83 | 1.6% | $4.08万 | 加仓 |
| UTES | ETFIS SER TR I | $261.42万 | 0.18% | 32,719 | 555 | 1.7% | $4.43万 | 加仓 |
| NFLX | NETFLIX INC. | $261.58万 | 0.18% | 27,206 | 8,858 | 48.3% | $85.17万 | 加仓 |
| MMM | 3M CO | $262.57万 | 0.19% | 18,079 | -465 | -2.5% | -$6.75万 | 减仓 |
| IGM | ISHARES TR | $263.01万 | 0.19% | 22,193 | 1,933 | 9.5% | $22.91万 | 加仓 |
| ETN | EATON CORP PLC | $264.01万 | 0.19% | 7,381 | 275 | 3.9% | $9.84万 | 加仓 |
| SLV | ISHARES SILVER TR | $264.30万 | 0.19% | 38,788 | 613 | 1.6% | $4.18万 | 加仓 |
| WCC | WESCO INTL INC | $265.08万 | 0.19% | 9,688 | -110 | -1.1% | -$3.01万 | 减仓 |
| CB | CHUBB LTD SWITZ | $268.16万 | 0.19% | 8,228 | 55 | 0.7% | $1.79万 | 加仓 |
| CSCO | CISCO SYS INC | $270.24万 | 0.19% | 34,829 | 1,208 | 3.6% | $9.37万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $270.73万 | 0.19% | 27,651 | 697 | 2.6% | $6.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $270.80万 | 0.19% | 16,378 | -768 | -4.5% | -$12.70万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $272.21万 | 0.19% | 26,513 | -458 | -1.7% | -$4.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $272.88万 | 0.19% | 54,360 | 3,865 | 7.7% | $19.40万 | 加仓 |
| IJH | ISHARES TR | $273.38万 | 0.19% | 40,483 | 2,106 | 5.5% | $14.22万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $280.97万 | 0.20% | 33,955 | 3,554 | 11.7% | $29.41万 | 加仓 |
| GE | GE AEROSPACE | $281.84万 | 0.20% | 9,932 | -73 | -0.7% | -$2.07万 | 减仓 |
| EWJ | ISHARES INC | $282.96万 | 0.20% | 33,511 | -442 | -1.3% | -$3.73万 | 减仓 |
| KO | COCA COLA CO | $283.22万 | 0.20% | 37,242 | -772 | -2.0% | -$5.87万 | 减仓 |
| APH | AMPHENOL CORP | $289.94万 | 0.20% | 22,947 | -64 | -0.3% | -$8,087 | 减仓 |
| TIP | ISHARES TR | $291.13万 | 0.21% | 26,380 | -149 | -0.6% | -$1.64万 | 减仓 |
| PFE | PFIZER INC | $293.67万 | 0.21% | 104,583 | -1,855 | -1.7% | -$5.21万 | 减仓 |
| INTU | INTUIT | $298.08万 | 0.21% | 6,894 | 2,002 | 40.9% | $86.56万 | 加仓 |
| V | VISA INC | $302.33万 | 0.21% | 10,003 | 643 | 6.9% | $19.43万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $303.64万 | 0.21% | 78,016 | 601 | 0.8% | $2.34万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $304.98万 | 0.22% | 48,602 | 38,015 | 359.1% | $238.54万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $306.04万 | 0.22% | 406,970 | -46,858 | -10.3% | -$35.24万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $308.46万 | 0.22% | 40,502 | 5,118 | 14.5% | $38.98万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $308.83万 | 0.22% | 24,264 | -178 | -0.7% | -$2.27万 | 减仓 |
| XBI | SPDR SERIES TRUST | $314.10万 | 0.22% | 24,590 | 207 | 0.8% | $2.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $331.41万 | 0.23% | 13,673 | 44 | 0.3% | $1.07万 | 加仓 |
| IBB | ISHARES TR | $333.26万 | 0.24% | 19,737 | 1,178 | 6.3% | $19.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $335.89万 | 0.24% | 6,118 | -222 | -3.5% | -$12.19万 | 减仓 |
| ETOR | ETORO GROUP LTD 看跌期权 | $337.84万 | 0.24% | 112,500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $344.56万 | 0.24% | 56,811 | 13,551 | 31.3% | $82.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $345.86万 | 0.24% | 8,859 | 8,258 | 1,374.0% | $322.39万 | 加仓 |
| CCL | CARNIVAL CORP | $353.92万 | 0.25% | 136,754 | -2,723 | -2.0% | -$7.05万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $355.48万 | 0.25% | 11,081 | 6,138 | 124.2% | $196.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.25% | 5 | -1 | -16.7% | -$71.81万 | 减仓 |
| TXN | TEXAS INSTRS INC | $362.59万 | 0.26% | 18,677 | -2,018 | -9.8% | -$39.18万 | 减仓 |
| TLT | ISHARES TR | $365.64万 | 0.26% | 42,178 | 7,268 | 20.8% | $63.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $366.66万 | 0.26% | 25,385 | 1,824 | 7.7% | $26.35万 | 加仓 |
| TSLA | TESLA INC | $375.57万 | 0.27% | 10,103 | 639 | 6.8% | $23.75万 | 加仓 |
| ALL | ALLSTATE CORP | $379.30万 | 0.27% | 18,294 | -18 | -0.1% | -$3,732 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $384.18万 | 0.27% | 34,480 | -771 | -2.2% | -$8.59万 | 减仓 |
| CVX | CHEVRON CORPORATION | $385.05万 | 0.27% | 18,610 | 645 | 3.6% | $13.35万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $391.07万 | 0.28% | 35,845 | -471 | -1.3% | -$5.14万 | 减仓 |