Atlantic Edge Private Wealth Management, LLC
JACKSONVILLE FL · SEC CIK 0002011145
$4.07亿2026Q1 申报市值
599持仓数
41.4%前十大占比 · 第一大 6.5%
49 / 29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
MINT 加仓+$488.03万
EMXC 加仓+$393.98万
JAAA 加仓+$143.42万
DRI 加仓+$114.74万
CSCO 加仓+$110.23万
2026Q1 卖出最多 按季末市值估算
SPEU 减仓-$476.28万
IVW 减仓-$247.74万
VOO 减仓-$84.79万
IBM 减仓-$84.18万
MSFT 减仓-$68.93万
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 |
|---|---|---|---|---|---|---|---|---|
| TXT | TEXTRON INC | $2,189 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2,191 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $2,253 | 0.00% | 50 | 50 | — | $2,253 | 新建仓 |
| USAR | USA RARE EARTH INC | $2,271 | 0.00% | 150 | 50 | 50.0% | $757 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $2,335 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2,383 | 0.00% | 8 | 8 | — | $2,383 | 新建仓 |
| ADBE | ADOBE INC | $2,431 | 0.00% | 10 | -2,818 | -99.6% | -$68.51万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $2,477 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $2,484 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,523 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| USTB | VICTORY PORTFOLIOS II | $2,529 | 0.00% | 50 | 50 | — | $2,529 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $2,604 | 0.00% | 75 | 75 | — | $2,604 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $2,700 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2,716 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,746 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2,758 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $2,760 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $2,790 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $2,809 | 0.00% | 25 | 25 | — | $2,809 | 新建仓 |
| ARKQ | ARK ETF TR | $2,812 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2,895 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $2,938 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2,953 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $2,963 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $3,009 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $3,025 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $3,056 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $3,243 | 0.00% | 250 | -250 | -50.0% | -$3,243 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $3,279 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3,354 | 0.00% | 50 | 50 | — | $3,354 | 新建仓 |
| GPN | GLOBAL PMTS INC | $3,365 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $3,366 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $3,374 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $3,428 | 0.00% | 100 | 100 | — | $3,428 | 新建仓 |
| STM | STMICROELECTRONICS N V | $3,455 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3,465 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $3,490 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,526 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC | $3,603 | 0.00% | 45 | 45 | — | $3,603 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $3,648 | 0.00% | 193 | 193 | — | $3,648 | 新建仓 |
| PINS | PINTEREST INC | $3,668 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $3,720 | 0.00% | 75 | -50 | -40.0% | -$2,480 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $3,737 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $3,786 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $3,878 | 0.00% | 35 | 10 | 40.0% | $1,108 | 加仓 |
| CCL | CARNIVAL CORP | $3,882 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3,962 | 0.00% | 75 | 75 | — | $3,962 | 新建仓 |
| FTNT | FORTINET INC | $4,086 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $4,090 | 0.00% | 125 | 125 | — | $4,090 | 新建仓 |
| — | AVANOS MED INC | $4,189 | 0.00% | 299 | 299 | — | $4,189 | 新建仓 |
| AON | AON PLC | $4,197 | 0.00% | 13 | -115 | -89.8% | -$3.71万 | 减仓 |
| BCS | BARCLAYS PLC | $4,232 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4,241 | 0.00% | 50 | 15 | 42.9% | $1,272 | 加仓 |
| APA | APA CORPORATION | $4,244 | 0.00% | 100 | 100 | — | $4,244 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,278 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $4,350 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $4,384 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $4,470 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $4,504 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $4,521 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $4,580 | 0.00% | 142 | 142 | — | $4,580 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,632 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $4,635 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $4,740 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $4,746 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4,788 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,834 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $4,889 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $5,042 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $5,235 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $5,302 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $5,388 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5,461 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,636 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5,644 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5,851 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6,041 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6,061 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $6,237 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $6,303 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $6,306 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $6,361 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $6,490 | 0.00% | 85 | 50 | 142.9% | $3,818 | 加仓 |
| RCAT | RED CAT HLDGS INC | $6,545 | 0.00% | 500 | -500 | -50.0% | -$6,545 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,548 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $6,568 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $6,664 | 0.00% | 60 | 60 | — | $6,664 | 新建仓 |
| WY | WEYERHAEUSER CO | $6,719 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $6,767 | 0.00% | 50 | 50 | — | $6,767 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $6,772 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $6,802 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $6,838 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $7,056 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $7,095 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $7,116 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $7,155 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $7,179 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $7,208 | 0.00% | 250 | -30 | -10.7% | -$865 | 减仓 |
| RY | ROYAL BK CDA | $7,281 | 0.00% | 45 | 45 | — | $7,281 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $7,340 | 0.00% | 105 | 0 | 0.0% | — | 不变 |