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 |
|---|---|---|---|---|---|---|---|---|
| WAB | Wabtec Corp Com | $6,498 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR Portfolio S&P (600 Small Cap Etf) | $6,341 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ARVN | Arvinas Inc Com | $6,116 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| PBF | PBF Energy Inc Com | $5,606 | 0.00% | 118 | 1 | 0.9% | $48 | 加仓 |
| — | Put NVDA @ $140.0 Exp Jul 17, 2026 看跌期权 | $5,460 | 0.00% | 1,400 | -200 | -12.5% | -$780 | 减仓 |
| NVCR | Novocure LTD Com | $5,450 | 0.00% | 500 | 500 | — | $5,450 | 新建仓 |
| SPMD | SPDR Portfolio S&P (400 Mid Cap Etf) | $5,385 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology | $5,068 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IXUS | iShares TR Core MSCI (total) | $4,213 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SHY | iShares Trust 1-3 (year Treasury Bond Etf) | $4,036 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| LQD | iShares iBoxx $ (investment Grade Corporate Bond Etf) | $3,974 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| UWMC | Uwm Holdings | $3,620 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp Class | $3,509 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson &johnson Com | $3,444 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MORN | Morningstar Inc | $2,705 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc Com | $2,610 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | Put SPY @ $500.0 Exp Jun 18, 2026 看跌期权 | $2,570 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MRK | Merck &co. Inc Com | $2,406 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNAP | Snap Inc CL A | $2,217 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| EPAC | Enerpac Tool Group | $2,115 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $2,046 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TER | Teradyne Inc Com | $1,483 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher | $1,475 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IJH | iShares S&P Midcap (400 Index Fund) | $1,438 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC Com | $1,431 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SYF | Synchrony Financial | $1,360 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Controls | $1,310 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $1,253 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum | $1,227 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PFF | iShares Preferred And Income Securities ETF | $1,167 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems | $1,164 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MKSI | MKS Instrs Inc Com | $1,151 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $1,135 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| C | Citigroup Inc | $1,134 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GM | General MTRS Co Com | $1,118 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Com | $1,098 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NEM | Newmont Corp Com | $1,085 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $1,064 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $1,041 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRI | Carters Inc Com | $1,037 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NET | Cloudflare Inc CL A | $1,032 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc | $1,025 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHW | Schwab Charles Corp | $943 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BKR | Baker Hughes Company | $916 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $897 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley Com | $823 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IBKR | Interactive Brokers | $806 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron | $773 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYV | Live Nation | $763 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FLNC | Fluence Energy Inc | $757 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| DVN | Devon Energy Corp | $755 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PSMT | Pricesmart Inc | $753 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TD | Toronto Dominion | $746 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $730 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WMB | Williams Cos Inc Com | $728 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRSP | Crispr Therapeutics | $714 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood MKTS Inc | $693 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $658 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Pete Corp | $650 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ILMN | Illumina Inc Com | $616 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks Inc | $614 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide | $608 | 0.00% | 2 | -2 | -50.0% | -$608 | 减仓 |
| EVR | Evercore Inc Class A | $599 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DG | Dollar Gen Corp New | $594 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HAL | Halliburton Co Com | $585 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corporation | $569 | 0.00% | 3 | -102 | -97.1% | -$1.93万 | 减仓 |
| IDXX | Idexx Laboratories | $562 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise | $561 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy | $559 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust Inc | $541 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WOLF | Wolfspeed Inc Common | $539 | 0.00% | 33 | 13 | 65.0% | $212 | 加仓 |
| L | Loews Corp Com | $534 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRH | CRH Ord Eur 0.32 | $527 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology | $495 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ROKU | Roku Inc Com CL A | $473 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HCA | Hca Healthcare Inc | $473 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAS | Hasbro Inc Com | $472 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| INCY | Incyte Corp | $471 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LLYVK | Liberty Live | $471 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRDO | Credo Technology | $469 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HUT | Hut 8 Corp Com | $469 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GH | Guardant Health Inc | $462 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UAL | United Airls HLDGS | $460 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial | $451 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TXT | Textron Inc | $438 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| APA | Apa Corporation Com | $424 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TKO | Tko Group Holdings | $403 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TTWO | Take-Two Interactive | $395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SMTC | Semtech Corp | $384 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 Com | $367 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WSM | Williams-Sonoma Inc | $365 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ELAN | Elanco Animal Health | $359 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WWD | Woodward Inc Com | $358 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare | $356 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DAL | Delta Air Lines Inc | $332 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AA | Alcoa Corp Com | $332 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALNY | Alnylam | $331 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNC | Centene Corp | $327 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RF | Regions Financial | $264 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp Com | $259 | 0.00% | 10 | 0 | 0.0% | — | 不变 |