13F 机构持仓

Atlantic Edge Private Wealth Management, LLC

JACKSONVILLE FL · SEC CIK 0002011145

2026Q22026Q1 更早 9 个季度 🔒
$4.89亿2026Q2 申报市值
617持仓数
39.9%前十大占比 · 第一大 5.6%
51 / 35新建仓 / 清仓
申报市值走势$4.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IEFA 5.6%
EMXC 5.2%
JAAA 4.9%
UITB 4.4%
IJH 3.7%
KLAC 3.6%
IVV 3.6%
MDY 3.2%
IEMG 2.9%
AAPL 2.8%

2026Q2 买入最多 按季末市值估算

BND 加仓+$1,260.83万
UITB 加仓+$896.41万
EMXC 加仓+$779.39万
AFRM 新建仓+$251.05万
FCX 加仓+$152.38万

2026Q2 卖出最多 按季末市值估算

MINT 减仓-$1,127.16万
AMD 减仓-$171.66万
KLAC 减仓-$132.60万
IEMG 减仓-$104.61万
VCSH 减仓-$99.14万

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
DLTR DOLLAR TREE INC $2,4190.00%20 00.0% — 不变
WYNN WYNN RESORTS LTD $2,4280.00%25 -905-97.3% -$8.79万 减仓
RIG TRANSOCEAN LTD $2,4450.00%500 500— $2,445 新建仓
YSS YORK SPACE SYSTEMS INC $2,4620.00%100 100— $2,462 新建仓
ROK ROCKWELL AUTOMATION INC $2,4760.00%5 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $2,4930.00%50 00.0% — 不变
UBER UBER TECHNOLOGIES INC $2,5260.00%35 -75-68.2% -$5,413 减仓
CCJ CAMECO CORP $2,5470.00%25 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $2,5560.00%2 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $2,5570.00%81 81— $2,557 新建仓
OKLO OKLO INC $2,6170.00%50 -25-33.3% -$1,308 减仓
— WARNER BROS DISCOVERY INC $2,6660.00%100 00.0% — 不变
WM WASTE MGMT INC DEL $2,6750.00%12 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $2,6900.00%150 100200.0% $1,793 加仓
SSRM SSR MINING IN $2,8280.00%100 00.0% — 不变
RWT REDWOOD TRUST INC $2,8440.00%600 00.0% — 不变
LW LAMB WESTON HLDGS INC $2,8500.00%66 00.0% — 不变
ETR ENTERGY CORP NEW $2,8720.00%25 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $2,8880.00%750 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $2,8990.00%109 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $2,9500.00%34 00.0% — 不变
WAT WATERS CORP $3,0010.00%8 00.0% — 不变
CI THE CIGNA GROUP $3,0330.00%11 11— $3,033 新建仓
USXF ISHARES TR $3,1260.00%45 00.0% — 不变
EUAD SPINNAKER ETF SERIES $3,1640.00%75 00.0% — 不变
USAR USA RARE EARTH INC $3,2370.00%150 00.0% — 不变
DLO DLOCAL LTD $3,2490.00%250 00.0% — 不变
KMB KIMBERLY-CLARK CORP $3,2940.00%30 00.0% — 不变
ARKQ ARK ETF TR $3,3060.00%25 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $3,3900.00%164 00.0% — 不变
EZM WISDOMTREE TR $3,4110.00%45 00.0% — 不变
PHM PULTE GROUP INC $3,4310.00%25 -70-73.7% -$9,607 减仓
KHC KRAFT HEINZ CO $3,5430.00%150 00.0% — 不变
CGNX COGNEX CORP $3,6210.00%50 50— $3,621 新建仓
GPN GLOBAL PMTS INC $3,6280.00%50 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $3,6330.00%25 00.0% — 不变
CAG CONAGRA BRANDS INC $3,7690.00%280 -53-15.9% -$713 减仓
AYA AYA GOLD & SILVER INC $3,7880.00%200 200— $3,788 新建仓
JBL JABIL INC $3,8550.00%10 10— $3,855 新建仓
DVY ISHARES TR $3,9080.00%25 00.0% — 不变
GLDM WORLD GOLD TR $3,9710.00%50 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $3,9830.00%15 00.0% — 不变
ALC ALCON AG $4,0260.00%60 00.0% — 不变
AU ANGLOGOLD ASHANTI PLC $4,0450.00%50 -50-50.0% -$4,045 减仓
PINS PINTEREST INC $4,2060.00%200 00.0% — 不变
BFLY BUTTERFLY NETWORK INC $4,2100.00%500 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $4,2160.00%15 00.0% — 不变
UEC URANIUM ENERGY CORP $4,2640.00%400 200100.0% $2,132 加仓
MLI MUELLER INDS INC $4,3030.00%35 00.0% — 不变
AON AON PLC $4,3120.00%13 00.0% — 不变
NTRS NORTHERN TR CORP $4,3460.00%25 00.0% — 不变
TMUS T-MOBILE US INC $4,3610.00%26 00.0% — 不变
SA SEABRIDGE GOLD INC $4,5050.00%175 175— $4,505 新建仓
LVS LAS VEGAS SANDS CORP $4,6190.00%100 00.0% — 不变
RITM RITHM CAPITAL CORP $4,6950.00%500 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $4,8130.00%105 00.0% — 不变
AIG AMERICAN INTL GROUP INC $4,9940.00%67 00.0% — 不变
— ESPERION THERAPEUTICS INC NE $5,0560.00%1,600 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $5,1340.00%151 00.0% — 不变
CHWY CHEWY INC $5,2080.00%265 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $5,2240.00%10 00.0% — 不变
SW SMURFIT WESTROCK PLC $5,2280.00%113 00.0% — 不变
NWG NATWEST GROUP PLC $5,2890.00%300 00.0% — 不变
RCAT RED CAT HLDGS INC $5,3250.00%500 00.0% — 不变
BCS BARCLAYS PLC $5,3720.00%200 00.0% — 不变
SIL GLOBAL X FDS $5,4230.00%70 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $5,5210.00%50 00.0% — 不变
A AGILENT TECHNOLOGIES INC $5,5790.00%42 00.0% — 不变
SYM SYMBOTIC INC $5,6190.00%125 -100-44.4% -$4,495 减仓
AMT AMERICAN TOWER CORP $5,7250.00%35 00.0% — 不变
CCL CARNIVAL CORP LTD $5,7300.00%201 201— $5,730 新建仓
DFIV DIMENSIONAL ETF TRUST $5,9430.00%110 110— $5,943 新建仓
MSM MSC INDL DIRECT INC $5,9480.00%50 50— $5,948 新建仓
RGLD ROYAL GOLD INC $5,9890.00%30 00.0% — 不变
PWRD TCW ETF TRUST $6,1480.00%50 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $6,3200.00%160 00.0% — 不变
VTEB VANGUARD MUN BD FDS $6,3230.00%125 00.0% — 不变
SNY SANOFI SA $6,3570.00%149 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $6,3660.00%92 00.0% — 不变
ENB ENBRIDGE INC $6,5060.00%120 120— $6,506 新建仓
COPX GLOBAL X FDS $6,5430.00%85 00.0% — 不变
WY WEYERHAEUSER CO $6,5840.00%275 00.0% — 不变
DTM DT MIDSTREAM INC $6,6040.00%45 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $6,6180.00%25 00.0% — 不变
T AT&T INC $6,7280.00%325 00.0% — 不变
STK COLUMBIA SELIGM PREM TECH GR $6,7340.00%125 125— $6,734 新建仓
IREN IREN LIMITED $6,8600.00%150 5050.0% $2,287 加仓
UI UBIQUITI INC $6,9430.00%13 -2-13.3% -$1,068 减仓
SBCF SEACOAST BKG CORP FLA $6,9830.00%210 00.0% — 不变
KMI KINDER MORGAN INC DEL $7,1940.00%225 225— $7,194 新建仓
SPEM SPDR INDEX SHS FDS $7,2500.00%140 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $7,2840.00%160 00.0% — 不变
NRG NRG ENERGY INC $7,3030.00%50 -50-50.0% -$7,303 减仓
JCI JOHNSON CONTROLS INTERNATION $7,3060.00%50 00.0% — 不变
TPR TAPESTRY INC $7,3190.00%50 00.0% — 不变
NU NU HLDGS LTD $7,3480.00%550 00.0% — 不变
BP BP PLC $7,3900.00%200 00.0% — 不变
FLS FLOWSERVE CORP $7,4160.00%100 00.0% — 不变
BWA BORGWARNER INC $7,5040.00%113 113— $7,504 新建仓
SYF SYNCHRONY FINANCIAL $7,6050.00%100 00.0% — 不变