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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $393.07万 | 0.28% | 80,630 | 617 | 0.8% | $3.01万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $393.54万 | 0.28% | 30,055 | -193 | -0.6% | -$2.53万 | 减仓 |
| MCD | MCDONALDS CORP | $400.04万 | 0.28% | 12,872 | 342 | 2.7% | $10.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $403.44万 | 0.29% | 11,804 | -1,175 | -9.1% | -$40.16万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $403.61万 | 0.29% | 16,107 | 56 | 0.3% | $1.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $405.43万 | 0.29% | 7,024 | -2 | -0.0% | -$1,154 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $409.48万 | 0.29% | 101,231 | 30,112 | 42.3% | $121.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $417.13万 | 0.29% | 4,186 | -120 | -2.8% | -$11.96万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $417.29万 | 0.29% | 212,632 | 7,430 | 3.6% | $14.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $417.98万 | 0.30% | 19,563 | -1,475 | -7.0% | -$31.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $426.76万 | 0.30% | 8,541 | 355 | 4.3% | $17.74万 | 加仓 |
| MDT | MEDTRONIC PLC | $431.12万 | 0.30% | 49,754 | 776 | 1.6% | $6.72万 | 加仓 |
| KKR | KKR & CO INC | $433.11万 | 0.31% | 46,823 | -1,158 | -2.4% | -$10.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $438.86万 | 0.31% | 14,509 | -545 | -3.6% | -$16.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $450.88万 | 0.32% | 48,544 | 670 | 1.4% | $6.22万 | 加仓 |
| IEF | ISHARES TR | $480.15万 | 0.34% | 50,309 | 7,955 | 18.8% | $75.92万 | 加仓 |
| TMUS | T-MOBILE US INC | $482.71万 | 0.34% | 22,983 | 1,386 | 6.4% | $29.11万 | 加仓 |
| AMGN | AMGEN INC | $484.74万 | 0.34% | 13,777 | -437 | -3.1% | -$15.38万 | 减仓 |
| SO | SOUTHERN CO | $490.54万 | 0.35% | 50,822 | 489 | 1.0% | $4.72万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $499.36万 | 0.35% | 60,912 | -1,388 | -2.2% | -$11.38万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $507.98万 | 0.36% | 64,082 | 6,025 | 10.4% | $47.76万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $542.96万 | 0.38% | 8,984 | -144 | -1.6% | -$8.70万 | 减仓 |
| AVGO | BROADCOM INC | $544.42万 | 0.38% | 17,590 | -51 | -0.3% | -$1.58万 | 减仓 |
| ABNB | AIRBNB INC | $553.59万 | 0.39% | 43,838 | -154 | -0.4% | -$1.94万 | 减仓 |
| BX | BLACKSTONE INC | $553.82万 | 0.39% | 48,163 | -483 | -1.0% | -$5.55万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $584.44万 | 0.41% | 77,194 | 54 | 0.1% | $4,088 | 加仓 |
| HD | HOME DEPOT INC | $597.23万 | 0.42% | 18,159 | 653 | 3.7% | $21.48万 | 加仓 |
| LZ | LEGALZOOM COM INC | $598.33万 | 0.42% | 1,055,260 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $612.78万 | 0.43% | 31,929 | 7,390 | 30.1% | $141.83万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $613.48万 | 0.43% | 33,628 | 469 | 1.4% | $8.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $635.92万 | 0.45% | 82,470 | 8,145 | 11.0% | $62.81万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $641.35万 | 0.45% | 296,645 | 93,824 | 46.3% | $202.85万 | 加仓 |
| PEP | PEPSICO INC | $641.63万 | 0.45% | 41,318 | 1,167 | 2.9% | $18.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $649.34万 | 0.46% | 22,611 | 1,550 | 7.4% | $44.51万 | 加仓 |
| PYLD | PIMCO ETF TR | $694.88万 | 0.49% | 265,223 | 22,364 | 9.2% | $58.59万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $719.69万 | 0.51% | 49,089 | 3,690 | 8.1% | $54.10万 | 加仓 |
| GLD | SPDR GOLD TR | $734.42万 | 0.52% | 17,068 | 188 | 1.1% | $8.09万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $734.63万 | 0.52% | 66,266 | 1,617 | 2.5% | $17.93万 | 加仓 |
| IEI | ISHARES TR | $799.79万 | 0.57% | 67,436 | 8,792 | 15.0% | $104.27万 | 加仓 |
| DGRO | ISHARES TR | $806.77万 | 0.57% | 114,957 | -1,380 | -1.2% | -$9.68万 | 减仓 |
| WMT | WALMART INC | $825.33万 | 0.58% | 66,409 | -4,444 | -6.3% | -$55.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $848.02万 | 0.60% | 17,697 | -888 | -4.8% | -$42.55万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $884.28万 | 0.62% | 159,273 | -308 | -0.2% | -$1.71万 | 减仓 |
| IJR | ISHARES TR | $902.97万 | 0.64% | 72,639 | 845 | 1.2% | $10.50万 | 加仓 |
| IEUR | ISHARES TR | $940.04万 | 0.66% | 133,775 | 107,502 | 409.2% | $755.42万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $962.57万 | 0.68% | 69,066 | -550 | -0.8% | -$7.67万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $964.84万 | 0.68% | 128,474 | 436 | 0.3% | $3.27万 | 加仓 |
| INFL | LISTED FDS TR | $998.60万 | 0.71% | 191,817 | 4,218 | 2.2% | $21.96万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,026.96万 | 0.73% | 210,184 | -4,084 | -1.9% | -$19.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,034.34万 | 0.73% | 30,616 | -1,359 | -4.3% | -$45.91万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,035.14万 | 0.73% | 209,670 | 18,049 | 9.4% | $89.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,063.60万 | 0.75% | 66,342 | 10,774 | 19.4% | $172.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,079.79万 | 0.76% | 16,604 | 749 | 4.7% | $48.71万 | 加仓 |
| RTX | RTX CORPORATION | $1,085.41万 | 0.77% | 56,268 | 1,566 | 2.9% | $30.21万 | 加仓 |
| META | META PLATFORMS INC | $1,126.33万 | 0.80% | 19,687 | 420 | 2.2% | $24.03万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,168.33万 | 0.83% | 87,910 | 7,836 | 9.8% | $104.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,294.13万 | 0.91% | 65,960 | 18,068 | 37.7% | $354.49万 | 加仓 |
| ABBV | ABBVIE INC | $1,308.61万 | 0.92% | 60,168 | 500 | 0.8% | $10.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,332.40万 | 0.94% | 45,295 | -1,328 | -2.8% | -$39.06万 | 减仓 |
| ASML | ASML HLDG NV | $1,370.94万 | 0.97% | 10,379 | -245 | -2.3% | -$32.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,372.47万 | 0.97% | 31,421 | 2,785 | 9.7% | $121.65万 | 加仓 |
| IJS | ISHARES TR | $1,395.73万 | 0.99% | 117,833 | 11,566 | 10.9% | $137.00万 | 加仓 |
| — | HONEYWELL INTL INC | $1,526.01万 | 1.08% | 67,513 | -76 | -0.1% | -$1.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,556.92万 | 1.10% | 63,693 | -823 | -1.3% | -$20.12万 | 减仓 |
| IEFA | ISHARES TR | $1,577.05万 | 1.11% | 174,201 | 23,700 | 15.7% | $214.56万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $1,636.18万 | 1.16% | 1,292,404 | 794,222 | 159.4% | $1,005.49万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $1,675.89万 | 1.18% | 337,400 | 6,213 | 1.9% | $30.86万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,807.35万 | 1.28% | 167,939 | -1,840 | -1.1% | -$19.80万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,844.76万 | 1.30% | 734,966 | -5,564 | -0.8% | -$13.97万 | 减仓 |
| GOOGL | ALPHABET INC | $1,999.61万 | 1.41% | 69,537 | -3,570 | -4.9% | -$102.66万 | 减仓 |
| IQLT | ISHARES TR | $2,025.70万 | 1.43% | 438,178 | 52,069 | 13.5% | $240.71万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $2,277.98万 | 1.61% | 1,012,885 | 20,213 | 2.0% | $45.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,497.42万 | 1.77% | 283,283 | 5,155 | 1.9% | $45.45万 | 加仓 |
| — | EXXON MOBIL CORP | $2,534.46万 | 1.79% | 149,385 | 87,385 | 140.9% | $1,482.57万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $2,733.42万 | 1.93% | 2,451,500 | -17,605 | -0.7% | -$19.63万 | 减仓 |
| AMZN | AMAZON COM INC | $2,745.25万 | 1.94% | 131,812 | -215 | -0.2% | -$4.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,799.22万 | 1.98% | 75,620 | -53 | -0.1% | -$1.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,026.45万 | 2.14% | 173,535 | 2,597 | 1.5% | $45.29万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,380.35万 | 2.39% | 596,392 | -7,875 | -1.3% | -$44.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,553.66万 | 2.51% | 1,158,299 | 44,682 | 4.0% | $137.08万 | 加仓 |
| GOOG | ALPHABET INC | $3,900.80万 | 2.76% | 135,983 | -1,592 | -1.2% | -$45.67万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $4,821.83万 | 3.41% | 5,027,980 | 4,312,235 | 602.5% | $4,135.43万 | 加仓 |
| AAPL | APPLE INC | $5,693.86万 | 4.02% | 224,353 | 2,298 | 1.0% | $58.32万 | 加仓 |