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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $395.75万 | 0.24% | 33,450 | -1,030 | -3.0% | -$12.19万 | 减仓 |
| APH | AMPHENOL CORP | $398.62万 | 0.25% | 22,607 | -340 | -1.5% | -$6.00万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $405.57万 | 0.25% | 140,528 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $406.08万 | 0.25% | 32,081 | 2,026 | 6.7% | $25.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $409.25万 | 0.25% | 11,059 | -22 | -0.2% | -$8,141 | 减仓 |
| WMT | WALMART INC | $410.76万 | 0.25% | 36,268 | -30,141 | -45.4% | -$341.37万 | 减仓 |
| MDT | MEDTRONIC PLC | $410.96万 | 0.25% | 52,532 | 2,778 | 5.6% | $21.73万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $418.00万 | 0.26% | 213,101 | 469 | 0.2% | $9,199 | 加仓 |
| IEF | ISHARES TR | $424.17万 | 0.26% | 44,853 | -5,456 | -10.8% | -$51.60万 | 减仓 |
| CSCO | CISCO SYS INC | $424.22万 | 0.26% | 36,116 | 1,287 | 3.7% | $15.12万 | 加仓 |
| ALL | ALLSTATE CORP | $424.76万 | 0.26% | 17,851 | -443 | -2.4% | -$10.54万 | 减仓 |
| PWR | QUANTA SVCS INC | $428.97万 | 0.27% | 5,958 | -160 | -2.6% | -$11.52万 | 减仓 |
| TSLA | TESLA INC | $430.82万 | 0.27% | 10,243 | 140 | 1.4% | $5.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $434.80万 | 0.27% | 8,466 | -75 | -0.9% | -$3.85万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $436.16万 | 0.27% | 35,428 | 35,428 | — | $436.16万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $440.39万 | 0.27% | 12,042 | 8,489 | 238.9% | $310.46万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $442.64万 | 0.27% | 50,432 | 1,888 | 3.9% | $16.57万 | 加仓 |
| BAC | BANK OF AMER CORP | $444.28万 | 0.27% | 77,971 | -2,659 | -3.3% | -$15.15万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $450.67万 | 0.28% | 13,460 | -2,647 | -16.4% | -$88.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $454.88万 | 0.28% | 8,929 | -55 | -0.6% | -$2.80万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $463.12万 | 0.29% | 13,692 | -817 | -5.6% | -$27.63万 | 减仓 |
| SO | SOUTHERN CO | $480.91万 | 0.30% | 50,247 | -575 | -1.1% | -$5.50万 | 减仓 |
| TXN | TEXAS INSTRS INC | $501.62万 | 0.31% | 16,829 | -1,848 | -9.9% | -$55.08万 | 减仓 |
| PEP | PEPSICO INC | $514.77万 | 0.32% | 38,019 | -3,299 | -8.0% | -$44.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $517.05万 | 0.32% | 7,021 | -3 | -0.0% | -$2,209 | 减仓 |
| AMGN | AMGEN INC | $517.37万 | 0.32% | 14,287 | 510 | 3.7% | $18.47万 | 加仓 |
| BX | BLACKSTONE INC | $537.33万 | 0.33% | 45,665 | -2,498 | -5.2% | -$29.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $543.30万 | 0.34% | 9,352 | -2,117 | -18.5% | -$122.99万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $578.80万 | 0.36% | 54,028 | -12,238 | -18.5% | -$131.10万 | 减仓 |
| ABNB | AIRBNB INC | $601.45万 | 0.37% | 42,030 | -1,808 | -4.1% | -$25.87万 | 减仓 |
| GLD | SPDR GOLD TR | $626.84万 | 0.39% | 17,016 | -52 | -0.3% | -$1.92万 | 减仓 |
| HD | HOME DEPOT INC | $636.46万 | 0.39% | 18,046 | -113 | -0.6% | -$3.99万 | 减仓 |
| LZ | LEGALZOOM COM INC | $646.87万 | 0.40% | 1,055,260 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $652.22万 | 0.40% | 75,471 | 33,293 | 78.9% | $287.72万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $668.03万 | 0.41% | 77,977 | 783 | 1.0% | $6.71万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $675.81万 | 0.42% | 85,513 | 21,431 | 33.4% | $169.37万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $682.86万 | 0.42% | 183,761 | 105,745 | 135.5% | $392.95万 | 加仓 |
| — | MANAGED PORTFOLIO SER | $685.55万 | 0.42% | 146,704 | 45,473 | 44.9% | $212.50万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $696.69万 | 0.43% | 34,727 | 1,099 | 3.3% | $22.05万 | 加仓 |
| AVGO | BROADCOM INC | $718.80万 | 0.44% | 19,028 | 1,438 | 8.2% | $54.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $723.51万 | 0.45% | 16,697 | -2,866 | -14.7% | -$124.19万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $726.40万 | 0.45% | 84,968 | 2,498 | 3.0% | $21.36万 | 加仓 |
| IEI | ISHARES TR | $747.78万 | 0.46% | 63,668 | -3,768 | -5.6% | -$44.26万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $749.34万 | 0.46% | 296,650 | 5 | 0.0% | $126 | 加仓 |
| AMAT | APPLIED MATLS INC | $756.93万 | 0.47% | 10,469 | -1,335 | -11.3% | -$96.52万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $758.71万 | 0.47% | 9,941 | 1,082 | 12.2% | $82.58万 | 加仓 |
| PYLD | PIMCO ETF TR | $758.89万 | 0.47% | 286,156 | 20,933 | 7.9% | $55.51万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $776.26万 | 0.48% | 35,112 | 35,112 | — | $776.26万 | 新建仓 |
| HON | HONEYWELL INTL INC | $790.77万 | 0.49% | 35,318 | -32,195 | -47.7% | -$720.85万 | 减仓 |
| VO | VANGUARD INDEX FDS | $799.54万 | 0.49% | 99,235 | 8,791 | 9.7% | $70.83万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $840.36万 | 0.52% | 52,966 | 3,877 | 7.9% | $61.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $865.18万 | 0.54% | 17,290 | -407 | -2.3% | -$20.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $869.65万 | 0.54% | 68,834 | -232 | -0.3% | -$2.93万 | 减仓 |
| DGRO | ISHARES TR | $873.07万 | 0.54% | 115,195 | 238 | 0.2% | $1.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $904.87万 | 0.56% | 42,528 | 10,599 | 33.2% | $225.51万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,013.08万 | 0.63% | 207,321 | -2,863 | -1.4% | -$13.99万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,034.77万 | 0.64% | 168,364 | 9,091 | 5.7% | $55.87万 | 加仓 |
| RTX | RTX CORPORATION | $1,082.19万 | 0.67% | 57,038 | 770 | 1.4% | $14.61万 | 加仓 |
| IJR | ISHARES TR | $1,083.95万 | 0.67% | 73,087 | 448 | 0.6% | $6.64万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,097.99万 | 0.68% | 131,103 | 2,629 | 2.0% | $22.02万 | 加仓 |
| META | META PLATFORMS INC | $1,116.25万 | 0.69% | 19,816 | 129 | 0.7% | $7.27万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,176.35万 | 0.73% | 219,427 | 9,757 | 4.7% | $52.31万 | 加仓 |
| IEUR | ISHARES TR | $1,290.44万 | 0.80% | 171,670 | 37,895 | 28.3% | $284.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,290.99万 | 0.80% | 17,288 | 684 | 4.1% | $51.08万 | 加仓 |
| INFL | LISTED FDS TR | $1,300.27万 | 0.80% | 260,680 | 68,863 | 35.9% | $343.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,494.87万 | 0.92% | 45,668 | 373 | 0.8% | $12.21万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $1,536.82万 | 0.95% | 1,193,180 | -99,224 | -7.7% | -$127.80万 | 减仓 |
| ABBV | ABBVIE INC | $1,545.92万 | 0.96% | 61,434 | 1,266 | 2.1% | $31.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,598.29万 | 0.99% | 62,933 | -760 | -1.2% | -$19.30万 | 减仓 |
| ASML | ASML HLDG NV | $1,649.03万 | 1.02% | 8,289 | -2,090 | -20.1% | -$415.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,654.19万 | 1.02% | 75,905 | 9,945 | 15.1% | $216.73万 | 加仓 |
| IJS | ISHARES TR | $1,657.00万 | 1.02% | 121,232 | 3,399 | 2.9% | $46.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,699.90万 | 1.05% | 89,224 | 1,314 | 1.5% | $25.03万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $1,785.69万 | 1.10% | 354,302 | 16,902 | 5.0% | $85.19万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,793.36万 | 1.11% | 208,190 | 19,664 | 10.4% | $169.39万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,988.37万 | 1.23% | 162,594 | -5,345 | -3.2% | -$65.36万 | 减仓 |
| — | EXXON MOBIL CORP | $2,026.72万 | 1.25% | 148,239 | -1,146 | -0.8% | -$15.67万 | 减仓 |
| IEFA | ISHARES TR | $2,080.85万 | 1.29% | 215,453 | 41,252 | 23.7% | $398.41万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,118.61万 | 1.31% | 731,565 | -3,401 | -0.5% | -$9.85万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,145.32万 | 1.33% | 284,111 | 828 | 0.3% | $6.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,179.51万 | 1.35% | 63,911 | -2,431 | -3.7% | -$82.90万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $2,235.83万 | 1.38% | 1,023,734 | 10,849 | 1.1% | $23.69万 | 加仓 |
| IQLT | ISHARES TR | $2,330.73万 | 1.44% | 470,381 | 32,203 | 7.3% | $159.57万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,442.94万 | 1.51% | 21,164 | -9,452 | -30.9% | -$1,091.04万 | 减仓 |
| GOOGL | ALPHABET INC | $2,502.04万 | 1.55% | 70,013 | 476 | 0.7% | $17.01万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $2,552.70万 | 1.58% | 2,259,024 | -192,476 | -7.9% | -$217.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,823.97万 | 1.75% | 75,705 | 85 | 0.1% | $3.17万 | 加仓 |
| AMZN | AMAZON COM INC | $3,193.68万 | 1.98% | 133,997 | 2,185 | 1.7% | $52.08万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,406.11万 | 2.11% | 603,065 | 6,673 | 1.1% | $37.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,574.06万 | 2.21% | 178,623 | 5,088 | 2.9% | $101.81万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,848.71万 | 2.38% | 1,213,720 | 55,421 | 4.8% | $175.74万 | 加仓 |
| GOOG | ALPHABET INC | $4,774.94万 | 2.95% | 135,141 | -842 | -0.6% | -$29.75万 | 减仓 |
| AAPL | APPLE INC | $6,378.29万 | 3.94% | 220,427 | -3,926 | -1.7% | -$113.60万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $8,314.41万 | 5.14% | 5,430,706 | 402,726 | 8.0% | $616.57万 | 加仓 |