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 |
|---|---|---|---|---|---|---|---|---|
| — | Oatly Group Ab Spon | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| POCT | Innovator Etfs Trust (us Eqty PWR Buf) | $0 | 0.00% | 0 | -42,346 | -100.0% | -$182.55万 | 清仓 |
| IOCT | Innovator Etfs Trust (international DV) | $0 | 0.00% | 0 | -22,345 | -100.0% | -$78.32万 | 清仓 |
| PDEC | Innovator Etfs Trust (us Eqty PWR Buf) | $0 | 0.00% | 0 | -15,451 | -100.0% | -$65.67万 | 清仓 |
| — | Innovator Etfs Trust (us SML CP PWR B) | $0 | 0.00% | 0 | -17,553 | -100.0% | -$59.55万 | 清仓 |
| PSEP | Innovator Etfs Trust (us Eqty PWR Buf) | $0 | 0.00% | 0 | -11,587 | -100.0% | -$49.89万 | 清仓 |
| PJAN | Innovator Etfs Trust (us Eqty PWR Buf) | $0 | 0.00% | 0 | -9,900 | -100.0% | -$45.67万 | 清仓 |
| — | Innovator Etfs Trust (equity Dual Dire) | $0 | 0.00% | 0 | -16,171 | -100.0% | -$34.30万 | 清仓 |
| WTPI | Wisdomtree TR CBOE (S&P 500) | $0 | 0.00% | 0 | -8,793 | -100.0% | -$28.06万 | 清仓 |
| IJAN | Innovator Etfs Trust (intrnl Dev Jan) | $0 | 0.00% | 0 | -5,400 | -100.0% | -$19.59万 | 清仓 |
| — | Innovator Etfs Trust (us Small Cap Power Buffer ETF - August) | $0 | 0.00% | 0 | -6,189 | -100.0% | -$16.59万 | 清仓 |
| — | Innovator Etfs Trust (us Small Cap PWR) | $0 | 0.00% | 0 | -4,300 | -100.0% | -$12.51万 | 清仓 |
| — | Innovator Etfs Trust (us Small Cap PWR) | $0 | 0.00% | 0 | -4,793 | -100.0% | -$12.32万 | 清仓 |
| IJUL | Innovator Etfs Trust (intrnl Dev July) | $0 | 0.00% | 0 | -3,394 | -100.0% | -$11.45万 | 清仓 |
| — | Innovator Etfs Trust (innovator Intl Developed Power Buffer) | $0 | 0.00% | 0 | -3,500 | -100.0% | -$10.16万 | 清仓 |
| FEBW | Aim ETF Products (trust US LRGCP B20 Feb) | $0 | 0.00% | 0 | -3,000 | -100.0% | -$10.04万 | 清仓 |
| — | Innovator Etfs Trust (equity Dual Directional 15 Buffer Etf) | $0 | 0.00% | 0 | -5,200 | -100.0% | -$9.84万 | 清仓 |
| VT | Vanguard Total World Stock Index ETF | $0 | 0.00% | 0 | -2,371 | -100.0% | -$7.10万 | 清仓 |
| — | Innovator Etfs Trust (dual Directional 10 Buffer ETF March) | $0 | 0.00% | 0 | -3,000 | -100.0% | -$5.57万 | 清仓 |
| DPZ | Dominos Pizza Inc | $0 | 0.00% | 0 | -100 | -100.0% | -$3.59万 | 清仓 |
| — | Innovator Etfs Trust (equity Defined Protn ETF 2 YR To April) | $0 | 0.00% | 0 | -1,194 | -100.0% | -$3.07万 | 清仓 |
| MKC | McCormick & Co Inc Non-Voting | $0 | 0.00% | 0 | -400 | -100.0% | -$2.02万 | 清仓 |
| VZ | Verizon | $0 | 0.00% | 0 | -400 | -100.0% | -$2.01万 | 清仓 |
| — | Innovator Etfs Trust (us SM Cap Buffer ETF February) | $0 | 0.00% | 0 | -607 | -100.0% | -$1.70万 | 清仓 |
| — | Innovator Etfs Trust (international De) | $0 | 0.00% | 0 | -315 | -100.0% | -$1.03万 | 清仓 |
| MDT | Medtronic PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$8,665 | 清仓 |
| NVCR | Novocure LTD Com | $0 | 0.00% | 0 | -500 | -100.0% | -$5,450 | 清仓 |
| DHR | Danaher Corporation | $0 | 0.00% | 0 | -3 | -100.0% | -$569 | 清仓 |
| CCL | Carnival Corp Com | $0 | 0.00% | 0 | -10 | -100.0% | -$259 | 清仓 |
| — | Sangamo Therapeutics | $0 | 0.00% | 0 | -1,000 | -100.0% | -$247 | 清仓 |