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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $124.50万 | 0.09% | 11,000 | 173 | 1.6% | $1.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $124.38万 | 0.09% | 8,503 | 1,470 | 20.9% | $21.50万 | 加仓 |
| GEN | GEN DIGITAL INC | $123.82万 | 0.09% | 65,756 | 4,408 | 7.2% | $8.30万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $122.93万 | 0.09% | 49,587 | 10,233 | 26.0% | $25.37万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $117.52万 | 0.08% | 1,521 | 1,521 | — | $117.52万 | 新建仓 |
| PSX | PHILLIPS 66 | $115.22万 | 0.08% | 6,325 | 434 | 7.4% | $7.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $114.83万 | 0.08% | 3,398 | 313 | 10.1% | $10.58万 | 加仓 |
| ORCL | ORACLE CORP | $114.79万 | 0.08% | 7,803 | -700 | -8.2% | -$10.30万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $113.86万 | 0.08% | 2,562 | -911 | -26.2% | -$40.49万 | 减仓 |
| FDX | FEDEX CORP | $113.04万 | 0.08% | 3,174 | 1 | 0.0% | $356 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $111.61万 | 0.08% | 3,234 | 18 | 0.6% | $6,212 | 加仓 |
| USRT | ISHARES TR | $107.92万 | 0.08% | 18,233 | 1,875 | 11.5% | $11.10万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $107.40万 | 0.08% | 3,553 | 3,553 | — | $107.40万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $103.45万 | 0.07% | 42,625 | 8,904 | 26.4% | $21.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $103.40万 | 0.07% | 1,482 | -20 | -1.3% | -$1.40万 | 减仓 |
| ECL | ECOLAB INC | $102.44万 | 0.07% | 3,851 | 3,120 | 426.8% | $83.00万 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $98.53万 | 0.07% | 4,788 | -223 | -4.5% | -$4.59万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $98.36万 | 0.07% | 4,573 | 271 | 6.3% | $5.83万 | 加仓 |
| OI | O-I GLASS INC | $98.27万 | 0.07% | 93,505 | -2,483 | -2.6% | -$2.61万 | 减仓 |
| SYK | STRYKER CORPORATION | $98.11万 | 0.07% | 2,986 | -80 | -2.6% | -$2.63万 | 减仓 |
| — | NEOS ETF TRUST | $97.00万 | 0.07% | 17,056 | 4,019 | 30.8% | $22.86万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $95.93万 | 0.07% | 24,969 | 4,486 | 21.9% | $17.24万 | 加仓 |
| CIEN | CIENA CORP | $95.85万 | 0.07% | 2,469 | 7 | 0.3% | $2,718 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $95.26万 | 0.07% | 4,398 | -1,120 | -20.3% | -$24.26万 | 减仓 |
| WSO | WATSCO INC | $95.11万 | 0.07% | 2,615 | 40 | 1.6% | $1.45万 | 加仓 |
| PLD | PROLOGIS INC. | $94.30万 | 0.07% | 7,135 | 461 | 6.9% | $6.09万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $93.71万 | 0.07% | 14,500 | -156 | -1.1% | -$1.01万 | 减仓 |
| UPST | UPSTART HLDGS INC | $91.54万 | 0.06% | 35,688 | -2,000 | -5.3% | -$5.13万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $91.50万 | 0.06% | 1,484 | 2 | 0.1% | $1,233 | 加仓 |
| ENB | ENBRIDGE INC | $90.69万 | 0.06% | 16,752 | -225 | -1.3% | -$1.22万 | 减仓 |
| WM | WASTE MGMT INC DEL | $89.70万 | 0.06% | 3,904 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $88.51万 | 0.06% | 5,693 | -442 | -7.2% | -$6.87万 | 减仓 |
| C | CITIGROUP INC | $87.30万 | 0.06% | 7,698 | -1,133 | -12.8% | -$12.85万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $87.22万 | 0.06% | 2,721 | 114 | 4.4% | $3.65万 | 加仓 |
| EQIX | EQUINIX INC | $85.68万 | 0.06% | 874 | 4 | 0.5% | $3,921 | 加仓 |
| IVW | ISHARES TR | $85.31万 | 0.06% | 7,542 | 104 | 1.4% | $1.18万 | 加仓 |
| EOG | EOG RES INC | $84.91万 | 0.06% | 5,873 | -212 | -3.5% | -$3.06万 | 减仓 |
| GEV | GE VERNOVA INC | $84.62万 | 0.06% | 969 | 10 | 1.0% | $8,732 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $83.53万 | 0.06% | 14,492 | 1,765 | 13.9% | $10.17万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $83.47万 | 0.06% | 4,210 | 644 | 18.1% | $12.77万 | 加仓 |
| NDAQ | NASDAQ INC | $82.98万 | 0.06% | 9,775 | 218 | 2.3% | $1.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $81.26万 | 0.06% | 6,156 | -155 | -2.5% | -$2.05万 | 减仓 |
| LONZ | PIMCO ETF TR | $80.52万 | 0.06% | 16,306 | 3,498 | 27.3% | $17.27万 | 加仓 |
| GDX | VANECK ETF TRUST | $79.96万 | 0.06% | 8,713 | 1,924 | 28.3% | $17.66万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $79.85万 | 0.06% | 2,038 | 26 | 1.3% | $1.02万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $78.93万 | 0.06% | 4,160 | 1,405 | 51.0% | $26.66万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $77.98万 | 0.06% | 17,214 | -269 | -1.5% | -$1.22万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $77.43万 | 0.05% | 6,306 | 6,306 | — | $77.43万 | 新建仓 |
| ACWX | ISHARES TR | $76.05万 | 0.05% | 11,107 | 2,035 | 22.4% | $13.93万 | 加仓 |
| BLK | BLACKROCK INC | $75.30万 | 0.05% | 783 | -39 | -4.7% | -$3.75万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $75.18万 | 0.05% | 14,243 | 2,000 | 16.3% | $10.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $74.84万 | 0.05% | 2,181 | 2 | 0.1% | $686 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $74.52万 | 0.05% | 9,206 | -93 | -1.0% | -$7,528 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $73.44万 | 0.05% | 2,822 | -809 | -22.3% | -$21.05万 | 减仓 |
| IYJ | ISHARES TR | $72.60万 | 0.05% | 4,921 | -182 | -3.6% | -$2.69万 | 减仓 |
| AGI | ALAMOS GOLD INC | $72.55万 | 0.05% | 16,357 | -550 | -3.3% | -$2.44万 | 减仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $72.13万 | 0.05% | 35,307 | 35,307 | — | $72.13万 | 新建仓 |
| MPC | MARATHON PETE CORP | $71.95万 | 0.05% | 2,947 | 55 | 1.9% | $1.34万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $71.58万 | 0.05% | 5,260 | -87 | -1.6% | -$1.18万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $71.35万 | 0.05% | 27,570 | 5 | 0.0% | $129 | 加仓 |
| MS | MORGAN STANLEY | $70.27万 | 0.05% | 4,270 | 163 | 4.0% | $2.68万 | 加仓 |
| FAST | FASTENAL CO | $70.03万 | 0.05% | 15,093 | -4,773 | -24.0% | -$22.15万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $69.51万 | 0.05% | 23,821 | -6,680 | -21.9% | -$19.49万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $69.35万 | 0.05% | 7,398 | -363 | -4.7% | -$3.40万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $68.62万 | 0.05% | 47,664 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $68.46万 | 0.05% | 3,947 | 95 | 2.5% | $1.65万 | 加仓 |
| WRB | BERKLEY W R CORP | $68.14万 | 0.05% | 10,281 | 4 | 0.0% | $265 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $67.70万 | 0.05% | 756 | -33 | -4.2% | -$2.96万 | 减仓 |
| WFC | WELLS FARGO & CO | $67.34万 | 0.05% | 8,458 | 300 | 3.7% | $2.39万 | 加仓 |
| — | THOMSON REUTERS CORP | $67.22万 | 0.05% | 7,471 | 1,287 | 20.8% | $11.58万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $66.53万 | 0.05% | 37,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $66.44万 | 0.05% | 5,071 | -46 | -0.9% | -$6,027 | 减仓 |
| — | NEOS ETF TRUST | $66.10万 | 0.05% | 14,005 | -452 | -3.1% | -$2.13万 | 减仓 |
| INTC | INTEL CORP | $65.01万 | 0.05% | 14,732 | -1,828 | -11.0% | -$8.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $64.78万 | 0.05% | 2,474 | -78 | -3.1% | -$2.04万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $64.57万 | 0.05% | 3,975 | -23 | -0.6% | -$3,736 | 减仓 |
| CTAS | CINTAS CORP | $64.57万 | 0.05% | 3,818 | -49 | -1.3% | -$8,287 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $64.45万 | 0.05% | 25,293 | 19 | 0.1% | $484 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $64.33万 | 0.05% | 34,180 | 3,663 | 12.0% | $6.89万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $64.07万 | 0.05% | 12,720 | 12,720 | — | $64.07万 | 新建仓 |
| — | SKILLZ INC | $63.98万 | 0.05% | 247,008 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $63.97万 | 0.05% | 552 | -77 | -12.2% | -$8.92万 | 减仓 |
| B | BARRICK MNG CORP | $63.66万 | 0.04% | 15,626 | -198 | -1.3% | -$8,067 | 减仓 |
| IGHG | PROSHARES TR | $63.66万 | 0.04% | 8,197 | -217 | -2.6% | -$1.69万 | 减仓 |
| STE | STERIS PLC | $63.24万 | 0.04% | 2,860 | -5 | -0.2% | -$1,106 | 减仓 |
| KLAC | KLA CORP | $62.28万 | 0.04% | 423 | -74 | -14.9% | -$10.90万 | 减仓 |
| SMTH | ALPS ETF TR | $61.83万 | 0.04% | 24,006 | 39 | 0.2% | $1,004 | 加仓 |
| PAYX | PAYCHEX INC | $61.23万 | 0.04% | 6,647 | 1,788 | 36.8% | $16.47万 | 加仓 |
| IWD | ISHARES TR | $61.16万 | 0.04% | 2,862 | -744 | -20.6% | -$15.90万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $59.32万 | 0.04% | 19,781 | -1,825 | -8.4% | -$5.47万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.12万 | 0.04% | 2,185 | 124 | 6.0% | $3.35万 | 加仓 |
| AOR | ISHARES TR | $58.74万 | 0.04% | 9,128 | -5,689 | -38.4% | -$36.61万 | 减仓 |
| WELL | WELLTOWER INC | $58.27万 | 0.04% | 2,947 | -6,644 | -69.3% | -$131.37万 | 减仓 |
| IYH | ISHARES TR | $58.03万 | 0.04% | 9,415 | -1,645 | -14.9% | -$10.14万 | 减仓 |
| TER | TERADYNE INC | $57.17万 | 0.04% | 1,928 | -17 | -0.9% | -$5,041 | 减仓 |
| IYK | ISHARES TR | $56.33万 | 0.04% | 8,043 | -69 | -0.9% | -$4,832 | 减仓 |
| LQDH | ISHARES U S ETF TR | $56.13万 | 0.04% | 6,078 | -691 | -10.2% | -$6.38万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $55.85万 | 0.04% | 1,946 | -22 | -1.1% | -$6,314 | 减仓 |
| HSY | HERSHEY CO | $54.84万 | 0.04% | 2,638 | 143 | 5.7% | $2.97万 | 加仓 |
| ZTS | ZOETIS INC | $53.85万 | 0.04% | 4,556 | 1,041 | 29.6% | $12.31万 | 加仓 |