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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $142.60万 | 0.09% | 18,391 | -435 | -2.3% | -$3.37万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $150.40万 | 0.09% | 12,880 | 611 | 5.0% | $7.13万 | 加仓 |
| KLAC | KLA CORP | $151.48万 | 0.09% | 5,020 | 790 | 18.7% | $23.84万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $151.60万 | 0.09% | 3,174 | -224 | -6.6% | -$10.70万 | 减仓 |
| IWF | ISHARES TR | $151.80万 | 0.09% | 12,225 | -127 | -1.0% | -$1.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $155.17万 | 0.10% | 6,386 | 457 | 7.7% | $11.10万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $155.84万 | 0.10% | 61,915 | 12,328 | 24.9% | $31.03万 | 加仓 |
| USRT | ISHARES TR | $158.32万 | 0.10% | 23,826 | 5,593 | 30.7% | $37.17万 | 加仓 |
| SNA | SNAP ON INC | $161.98万 | 0.10% | 4,025 | -553 | -12.1% | -$22.25万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $166.07万 | 0.10% | 27,319 | 618 | 2.3% | $3.76万 | 加仓 |
| IVV | ISHARES TR | $171.09万 | 0.11% | 2,284 | -204 | -8.2% | -$15.28万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $171.31万 | 0.11% | 2,261 | 1 | 0.0% | $758 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $171.48万 | 0.11% | 4,434 | 1 | 0.0% | $387 | 加仓 |
| GEN | GEN DIGITAL INC | $173.30万 | 0.11% | 69,628 | 3,872 | 5.9% | $9.64万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $177.04万 | 0.11% | 25,573 | -299 | -1.2% | -$2.07万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $179.00万 | 0.11% | 7,992 | 610 | 8.3% | $13.66万 | 加仓 |
| QNT | QUANTINUUM INC | $181.30万 | 0.11% | 22,180 | 22,180 | — | $181.30万 | 新建仓 |
| DIS | DISNEY WALT CO | $182.47万 | 0.11% | 18,958 | -344 | -1.8% | -$3.31万 | 减仓 |
| UNP | UNION PAC CORP | $185.96万 | 0.12% | 6,837 | -2,287 | -25.1% | -$62.21万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $187.13万 | 0.12% | 20,281 | 20,281 | — | $187.13万 | 新建仓 |
| PFE | PFIZER INC | $188.89万 | 0.12% | 78,442 | -26,141 | -25.0% | -$62.95万 | 减仓 |
| SLV | ISHARES SILVER TR | $189.26万 | 0.12% | 35,395 | -3,393 | -8.7% | -$18.14万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $189.43万 | 0.12% | 37,164 | 1,063 | 2.9% | $5.42万 | 加仓 |
| SOLV | SOLVENTUM CORP | $191.59万 | 0.12% | 24,834 | -287 | -1.1% | -$2.21万 | 减仓 |
| INTU | INTUIT | $193.71万 | 0.12% | 7,422 | 528 | 7.7% | $13.78万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $195.00万 | 0.12% | 175,514 | 1,086 | 0.6% | $1.21万 | 加仓 |
| D | DOMINION ENERGY INC | $199.02万 | 0.12% | 29,144 | 337 | 1.2% | $2.30万 | 加仓 |
| NFLX | NETFLIX INC. | $199.71万 | 0.12% | 27,970 | 764 | 2.8% | $5.45万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $201.40万 | 0.12% | 60,682 | 70 | 0.1% | $2,323 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $201.85万 | 0.12% | 2,092 | 54 | 2.6% | $5.21万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $202.17万 | 0.13% | 10,028 | 9,092 | 971.4% | $183.30万 | 重新持有 |
| INTC | INTEL CORP | $202.66万 | 0.13% | 14,514 | -218 | -1.5% | -$3.04万 | 减仓 |
| BA | BOEING CO | $204.22万 | 0.13% | 9,434 | 63 | 0.7% | $1.36万 | 加仓 |
| CG | CARLYLE GROUP INC | $207.82万 | 0.13% | 49,352 | -3,811 | -7.2% | -$16.05万 | 减仓 |
| CAT | CATERPILLAR INC | $210.23万 | 0.13% | 1,974 | 29 | 1.5% | $3.09万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $210.29万 | 0.13% | 60,935 | 312 | 0.5% | $1.08万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $210.86万 | 0.13% | 9,748 | -83 | -0.8% | -$1.80万 | 减仓 |
| CRM | SALESFORCE INC | $211.11万 | 0.13% | 13,476 | -242 | -1.8% | -$3.79万 | 减仓 |
| LOW | LOWES COS INC | $212.03万 | 0.13% | 9,616 | 855 | 9.8% | $18.85万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $219.09万 | 0.14% | 90,759 | 48,134 | 112.9% | $116.19万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $222.81万 | 0.14% | 2,203 | -187 | -7.8% | -$18.91万 | 减仓 |
| SPGI | S&P GLOBAL INC | $227.89万 | 0.14% | 5,596 | -65 | -1.1% | -$2.65万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $233.32万 | 0.14% | 114,571 | 3,993 | 3.6% | $8.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $233.85万 | 0.14% | 55,232 | 872 | 1.6% | $3.69万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $238.95万 | 0.15% | 20,654 | -882 | -4.1% | -$10.20万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $240.64万 | 0.15% | 90,808 | 6,876 | 8.2% | $18.22万 | 加仓 |
| INCY | INCYTE CORP | $247.29万 | 0.15% | 21,815 | -360 | -1.6% | -$4.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $249.75万 | 0.15% | 3,636 | -56 | -1.5% | -$3.85万 | 减仓 |
| P | EVERPURE INC | $250.53万 | 0.15% | 31,797 | 0 | 0.0% | — | 不变 |
| — | FIRY INC | $251.45万 | 0.16% | 247,008 | 0 | 0.0% | — | 不变 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $252.13万 | 0.16% | 124,322 | 89,015 | 252.1% | $180.52万 | 加仓 |
| QCOM | QUALCOMM INC | $255.35万 | 0.16% | 13,818 | -5,505 | -28.5% | -$101.73万 | 减仓 |
| IYW | ISHARES TR | $262.57万 | 0.16% | 10,410 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $263.73万 | 0.16% | 10,325 | -145 | -1.4% | -$3.70万 | 减仓 |
| IYY | ISHARES TR | $265.98万 | 0.16% | 14,592 | -715 | -4.7% | -$13.03万 | 减仓 |
| UTES | ETFIS SER TR I | $268.65万 | 0.17% | 32,867 | 148 | 0.5% | $1.21万 | 加仓 |
| MRK | MERCK & CO INC | $271.66万 | 0.17% | 21,141 | 92 | 0.4% | $1.18万 | 加仓 |
| KO | COCA COLA CO | $272.26万 | 0.17% | 33,501 | -3,741 | -10.0% | -$30.40万 | 减仓 |
| CB | CHUBB LIMITED | $274.14万 | 0.17% | 8,045 | -183 | -2.2% | -$6.24万 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $274.33万 | 0.17% | 276,817 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $274.55万 | 0.17% | 25,540 | 22,968 | 893.0% | $246.90万 | 重新持有 |
| TJX | TJX COS INC NEW | $276.27万 | 0.17% | 18,236 | 2,009 | 12.4% | $30.44万 | 加仓 |
| EMXC | ISHARES INC | $279.58万 | 0.17% | 27,329 | -1,994 | -6.8% | -$20.40万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $285.47万 | 0.18% | 5,694 | 394 | 7.4% | $19.75万 | 加仓 |
| MMM | 3M CO | $285.84万 | 0.18% | 17,654 | -425 | -2.4% | -$6.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $286.75万 | 0.18% | 63,245 | 6,947 | 12.3% | $31.50万 | 加仓 |
| IYT | ISHARES TR | $286.93万 | 0.18% | 33,075 | 33,075 | — | $286.93万 | 新建仓 |
| TIP | ISHARES TR | $290.77万 | 0.18% | 26,572 | 192 | 0.7% | $2.10万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $291.29万 | 0.18% | 57,307 | 57,307 | — | $291.29万 | 新建仓 |
| LLY | ELI LILLY & CO | $295.93万 | 0.18% | 2,467 | 141 | 6.1% | $16.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.19% | 4 | -1 | -20.0% | -$74.89万 | 减仓 |
| IEMG | ISHARES INC | $303.79万 | 0.19% | 36,671 | 10,181 | 38.4% | $84.34万 | 加仓 |
| IJH | ISHARES TR | $304.93万 | 0.19% | 39,546 | -937 | -2.3% | -$7.23万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $304.95万 | 0.19% | 26,002 | 2,325 | 9.8% | $27.27万 | 加仓 |
| WCC | WESCO INTL INC | $307.40万 | 0.19% | 8,899 | -789 | -8.1% | -$27.25万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $307.87万 | 0.19% | 25,873 | -1,778 | -6.4% | -$21.16万 | 减仓 |
| MCD | MCDONALDS CORP | $308.35万 | 0.19% | 11,407 | -1,465 | -11.4% | -$39.60万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $310.59万 | 0.19% | 24,650 | 386 | 1.6% | $4.86万 | 加仓 |
| EWJ | ISHARES INC | $314.75万 | 0.19% | 33,746 | 235 | 0.7% | $2.19万 | 加仓 |
| IGM | ISHARES TR | $317.60万 | 0.20% | 19,416 | -2,777 | -12.5% | -$45.43万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $317.67万 | 0.20% | 414,174 | 7,204 | 1.8% | $5.53万 | 加仓 |
| ETN | EATON CORP PLC | $326.22万 | 0.20% | 7,656 | 275 | 3.7% | $11.72万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $327.10万 | 0.20% | 56,768 | -43 | -0.1% | -$2,478 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $329.84万 | 0.20% | 18,232 | 1,854 | 11.3% | $33.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $335.95万 | 0.21% | 20,267 | 1,657 | 8.9% | $27.47万 | 加仓 |
| HGER | HARBOR ETF TRUST | $336.12万 | 0.21% | 114,559 | 38,875 | 51.4% | $114.06万 | 加仓 |
| V | VISA INC | $337.76万 | 0.21% | 9,845 | -158 | -1.6% | -$5.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $353.11万 | 0.22% | 24,080 | -1,305 | -5.1% | -$19.14万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $354.16万 | 0.22% | 39,973 | -529 | -1.3% | -$4.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $355.69万 | 0.22% | 3,802 | -384 | -9.2% | -$35.92万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $365.90万 | 0.23% | 40,723 | 2,903 | 7.7% | $26.08万 | 加仓 |
| GE | GE AEROSPACE | $371.31万 | 0.23% | 9,935 | 3 | 0.0% | $1,121 | 加仓 |
| URI | UNITED RENTALS INC | $380.36万 | 0.24% | 3,358 | -6 | -0.2% | -$6,796 | 减仓 |
| IBB | ISHARES TR | $380.51万 | 0.24% | 20,007 | 270 | 1.4% | $5.14万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $382.67万 | 0.24% | 133,939 | 133,939 | — | $382.67万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $383.58万 | 0.24% | 34,460 | -1,385 | -3.9% | -$15.42万 | 减仓 |
| XBI | SPDR SERIES TRUST | $388.04万 | 0.24% | 24,521 | -69 | -0.3% | -$1.09万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $388.13万 | 0.24% | 13,802 | 129 | 0.9% | $3.63万 | 加仓 |
| TMUS | T-MOBILE US INC | $389.17万 | 0.24% | 23,203 | 220 | 1.0% | $3.69万 | 加仓 |
| KKR | KKR & CO INC | $395.37万 | 0.24% | 43,078 | -3,745 | -8.0% | -$34.37万 | 减仓 |