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 |
|---|---|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP | $7,351 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EQL | ALPS ETF TR | $7,420 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $7,423 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $7,545 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $7,635 | 0.00% | 30 | 15 | 100.0% | $3,818 | 加仓 |
| SPGI | S&P GLOBAL INC | $7,657 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $7,782 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $7,794 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $7,797 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $7,904 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $7,913 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $7,963 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $7,978 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8,039 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $8,087 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $8,281 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8,442 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $8,445 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $8,600 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $8,602 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $8,658 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $8,826 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $8,959 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $8,959 | 0.00% | 100 | 25 | 33.3% | $2,240 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9,011 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $9,039 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $9,400 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $9,422 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $9,468 | 0.00% | 35 | 35 | — | $9,468 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $9,580 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $9,591 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $9,633 | 0.00% | 150 | 75 | 100.0% | $4,816 | 加仓 |
| CIEN | CIENA CORP | $9,706 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $9,733 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $9,736 | 0.00% | 100 | 25 | 33.3% | $2,434 | 加仓 |
| F | FORD MTR CO | $9,809 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $9,838 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $9,890 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9,901 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $9,905 | 0.00% | 100 | -275 | -73.3% | -$2.72万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $1.00万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.01万 | 0.00% | 275 | -50 | -15.4% | -$1,838 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1.02万 | 0.00% | 680 | -28 | -4.0% | -$419 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1.02万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $1.03万 | 0.00% | 110 | 35 | 46.7% | $3,265 | 加仓 |
| LPX | LOUISIANA PAC CORP | $1.03万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.04万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $1.04万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $1.04万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.05万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.07万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.09万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1.11万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.12万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1.12万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $1.17万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $1.19万 | 0.00% | 15 | 5 | 50.0% | $3,952 | 加仓 |
| WFC | WELLS FARGO & CO | $1.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1.20万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1.20万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $1.20万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $1.22万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.22万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.22万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1.25万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1.27万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $1.30万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.31万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $1.33万 | 0.00% | 275 | 275 | — | $1.33万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $1.35万 | 0.00% | 725 | 25 | 3.6% | $464 | 加仓 |
| TTE | TOTALENERGIES SE | $1.36万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.38万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.42万 | 0.00% | 110 | -15 | -12.0% | -$1,932 | 减仓 |
| KR | KROGER CO | $1.45万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1.45万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.47万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.50万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $1.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.54万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.56万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.57万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.57万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.60万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $1.61万 | 0.00% | 65 | 45 | 225.0% | $1.11万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.64万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $1.71万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1.73万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.74万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $1.75万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.75万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $1.77万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| DFH | DREAM FINDERS HOMES INC | $1.79万 | 0.00% | 1,288 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.80万 | 0.00% | 91 | -25 | -21.6% | -$4,956 | 减仓 |
| VFH | VANGUARD WORLD FD | $1.81万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $1.82万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.83万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |