Atlantic Private Wealth, LLC
CHAPEL HILL NC · SEC CIK 0001893143
$1.63亿2026Q2 申报市值
300持仓数
69.3%前十大占比 · 第一大 29.9%
15 / 30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
IBTI 加仓+$363.51万
PMAY 新建仓+$195.81万
IBTM 加仓+$134.72万
Innovator Etfs T 新建仓+$133.40万
IBTQ 加仓+$103.87万
2026Q2 卖出最多 按季末市值估算
IBTG 减仓-$553.16万
POCT 清仓-$182.55万
XLE 减仓-$138.36万
IOCT 清仓-$78.32万
VTI 减仓-$76.23万
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 |
|---|---|---|---|---|---|---|---|---|
| WDC | Western Digital | $3,194 | 0.00% | 5 | -500 | -99.0% | -$31.94万 | 减仓 |
| ABBV | Abbvie Inc Com | $3,020 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MRK | Merck &co. Inc Com | $2,570 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MORN | Morningstar Inc | $2,496 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $2,484 | 0.00% | 109 | -242,730 | -100.0% | -$553.16万 | 减仓 |
| TER | Teradyne Inc Com | $2,421 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UWMC | Uwm Holdings | $2,290 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MKSI | MKS Instrs Inc Com | $2,227 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNAP | Snap Inc CL A | $2,140 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| EPAC | Enerpac Tool Group | $2,080 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc | $1,892 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems | $1,762 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC Com | $1,704 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $1,675 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IJH | iShares S&P Midcap (400 Index Fund) | $1,646 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| WOLF | Wolfspeed Inc Common | $1,592 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SYF | Synchrony Financial | $1,521 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $1,495 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology | $1,489 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Controls | $1,461 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Com | $1,440 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| C | Citigroup Inc | $1,400 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRDO | Credo Technology | $1,360 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum | $1,285 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NET | Cloudflare Inc CL A | $1,226 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRI | Carters Inc Com | $1,194 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PFF | iShares Preferred And Income Securities ETF | $1,190 | 0.00% | 39 | 1 | 2.6% | $31 | 加仓 |
| GM | General MTRS Co Com | $1,156 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HUT | Hut 8 Corp Com | $1,154 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $1,135 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $1,095 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FLNC | Fluence Energy Inc | $1,093 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $1,082 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IBKR | Interactive Brokers | $1,046 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley Com | $1,045 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher | $1,003 | 0.00% | 2 | -1 | -33.3% | -$502 | 减仓 |
| HOOD | Robinhood MKTS Inc | $1,003 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $980 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PSMT | Pricesmart Inc | $977 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TD | Toronto Dominion | $971 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NEM | Newmont Corp Com | $934 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCHW | Schwab Charles Corp | $925 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LYV | Live Nation | $916 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ILMN | Illumina Inc Com | $879 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks Inc | $849 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BKR | Baker Hughes Company | $833 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CRSP | Crispr Therapeutics | $818 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SMTC | Semtech Corp | $809 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GH | Guardant Health Inc | $750 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WMB | Williams Cos Inc Com | $743 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $719 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ROKU | Roku Inc Com CL A | $691 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EVR | Evercore Inc Class A | $685 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UAL | United Airls HLDGS | $680 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide | $661 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CNC | Centene Corp | $642 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise | $633 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron | $624 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DVN | Devon Energy Corp | $620 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DG | Dollar Gen Corp New | $576 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| INCY | Incyte Corp | $567 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| L | Loews Corp Com | $566 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RIOT | Riot Platforms Inc | $548 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust Inc | $539 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial | $539 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRH | CRH Ord Eur 0.32 | $537 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LLYVK | Liberty Live | $528 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IDXX | Idexx Laboratories | $526 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAL | Halliburton Co Com | $509 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TTWO | Take-Two Interactive | $500 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy | $497 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Pete Corp | $486 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DAL | Delta Air Lines Inc | $468 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WSM | Williams-Sonoma Inc | $466 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TXT | Textron Inc | $459 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WWD | Woodward Inc Com | $426 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAS | Hasbro Inc Com | $417 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TKO | Tko Group Holdings | $403 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HCA | Hca Healthcare Inc | $390 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ELAN | Elanco Animal Health | $369 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KSS | Kohls Corp Com | $354 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AMRX | Amneal | $346 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BEAM | Beam Therapeutics | $343 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 Com | $341 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MDB | Mongodb Inc CL A | $336 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APA | Apa Corporation Com | $326 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ADPT | Adaptive | $322 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare | $320 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RF | Regions Financial | $305 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALNY | Alnylam | $301 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp Com Usd0.01 | $286 | 0.00% | 10 | 10 | — | $286 | 新建仓 |
| JOBY | Joby Aviation Inc | $268 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| QS | Quantumscape Corp | $265 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AA | Alcoa Corp Com | $261 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DNLI | Denali Therapeutics | $257 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| XERS | Xeris Biopharma | $238 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | Put NVDA @ $140.0 Exp Jul 17, 2026 看跌期权 | $126 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| OPEN | Opendoor | $60 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors | $42 | 0.00% | 0 | 0 | — | -$37 | 清仓 |
| — | Digitalbridge Group | $36 | 0.00% | 2 | 0 | 0.0% | — | 不变 |