Atlantic Private Wealth, LLC
CHAPEL HILL NC · SEC CIK 0001893143
$1.53亿2026Q1 申报市值
314持仓数
67.9%前十大占比 · 第一大 28.1%
18 / 97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
PDEC 加仓+$61.94万
EAGG 加仓+$56.56万
PJAN 新建仓+$45.67万
IBTQ 加仓+$43.78万
Innovator Etfs T 新建仓+$34.30万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$111.92万
UNH 减仓-$65.46万
PAUG 清仓-$64.01万
Innovator Etfs T 清仓-$50.95万
IBTG 减仓-$29.90万
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 |
|---|---|---|---|---|---|---|---|---|
| XVV | iShares TR Esg SCRND (S&P500) | $351.92万 | 2.30% | 71,500 | 3,828 | 5.7% | $18.84万 | 加仓 |
| EAGG | iShares TR Esg Awr (us Agrgt) | $448.72万 | 2.93% | 94,367 | 11,894 | 14.4% | $56.56万 | 加仓 |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $469.71万 | 3.07% | 209,413 | 13,608 | 6.9% | $30.52万 | 加仓 |
| ESGV | Vanguard World FD (esg US STK Etf) | $483.76万 | 3.16% | 43,089 | 662 | 1.6% | $7.43万 | 加仓 |
| IBTM | iShares iBonds Dec 2032 Term Treasury ETF | $538.01万 | 3.52% | 234,626 | 13,686 | 6.2% | $31.38万 | 加仓 |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $556.47万 | 3.64% | 242,839 | -13,049 | -5.1% | -$29.90万 | 减仓 |
| VXF | Vanguard Extended (markets Index Fund) | $579.02万 | 3.78% | 28,135 | -107 | -0.4% | -$2.20万 | 减仓 |
| IBTP | iShares iBonds Dec 2034 Term Treasury ETF | $592.49万 | 3.87% | 231,170 | -3,562 | -1.5% | -$9.13万 | 减仓 |
| VXUS | Vanguard Total (international Stock Index Fund) | $760.48万 | 4.97% | 98,622 | -566 | -0.6% | -$4.36万 | 减仓 |
| VTI | Vanguard Idx Fund | $1,659.36万 | 10.85% | 51,724 | -452 | -0.9% | -$14.50万 | 减仓 |
| SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $4,300.36万 | 28.11% | 66,125 | -1,721 | -2.5% | -$111.92万 | 减仓 |