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
FMX FOMENTO ECONOMICO MEXICANO S $7,6740.00%60 00.0% — 不变
FTNT FORTINET INC $7,6810.00%50 00.0% — 不变
LUV SOUTHWEST AIRLS CO $7,7130.00%150 00.0% — 不变
DGRW WISDOMTREE TR $7,7460.00%81 00.0% — 不变
EQL ALPS ETF TR $7,8710.00%156 00.0% — 不变
PXF INVESCO EXCH TRADED FD TR II $7,9430.00%105 00.0% — 不变
PSA PUBLIC STORAGE $7,9580.00%25 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $7,9760.00%126 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $8,2250.00%2,241 2,241— $8,225 新建仓
SAFT SAFETY INS GROUP INC $8,5350.00%114 00.0% — 不变
AEIS ADVANCED ENERGY INDS $8,5770.00%23 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC $8,6460.00%550 00.0% — 不变
UBS UBS GROUP AG $8,6730.00%175 00.0% — 不变
OKE ONEOK INC NEW $8,6940.00%100 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $8,7890.00%50 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $8,8290.00%900 00.0% — 不变
BMO BANK MONTREAL MEDIUM $8,8350.00%50 00.0% — 不变
CEVA CEVA INC $8,9610.00%190 190— $8,961 新建仓
VBR VANGUARD INDEX FDS $8,9910.00%37 00.0% — 不变
DFTX DEFINIUM THERAPEUTICS INC $9,0790.00%193 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR CORP $9,1040.00%508 508— $9,104 新建仓
AKAM AKAMAI TECHNOLOGIES INC $9,2210.00%78 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $9,2480.00%205 205— $9,248 新建仓
XLI SELECT SECTOR SPDR TR $9,2620.00%50 00.0% — 不变
IWN ISHARES TR $9,2910.00%42 00.0% — 不变
RY ROYAL BK CDA $9,3140.00%45 00.0% — 不变
FNV FRANCO NEV CORP $9,3800.00%45 -20-30.8% -$4,169 减仓
GILD GILEAD SCIENCES INC $9,4760.00%75 00.0% — 不变
VOT VANGUARD INDEX FDS $9,4960.00%31 00.0% — 不变
ARMK ARAMARK $9,9580.00%175 00.0% — 不变
RL RALPH LAUREN CORP $1.00万0.00%25 00.0% — 不变
PSX PHILLIPS 66 $1.01万0.00%60 00.0% — 不变
CTVA CORTEVA INC $1.02万0.00%120 120— $1.02万 新建仓
SBUX STARBUCKS CORP $1.02万0.00%100 00.0% — 不变
MTUM ISHARES TR $1.03万0.00%30 30— $1.03万 新建仓
RIO RIO TINTO PLC $1.04万0.00%110 00.0% — 不变
ARR ARMOUR RESIDENTIAL REIT INC $1.05万0.00%600 00.0% — 不变
UPS UNITED PARCEL SVCS INC $1.07万0.00%100 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1.08万0.00%100 00.0% — 不变
ZTS ZOETIS INC $1.08万0.00%150 -29-16.2% -$2,084 减仓
MCHP MICROCHIP TECHNOLOGY INC. $1.09万0.00%120 120— $1.09万 新建仓
CDW CDW CORP $1.10万0.00%78 -19-19.6% -$2,672 减仓
QUAL ISHARES TR $1.10万0.00%50 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $1.11万0.00%70 00.0% — 不变
KR KROGER CO $1.11万0.00%200 00.0% — 不变
LPX LOUISIANA PAC CORP $1.12万0.00%142 00.0% — 不变
CRM SALESFORCE INC $1.16万0.00%74 00.0% — 不变
TTE TOTALENERGIES SE $1.17万0.00%150 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1.17万0.00%132 21.5% $177 加仓
ACWI ISHARES TR $1.18万0.00%75 00.0% — 不变
F FORD MTR CO $1.18万0.00%850 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1.18万0.00%680 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $1.18万0.00%90 00.0% — 不变
HST HOST HOTELS & RESORTS INC $1.19万0.00%500 00.0% — 不变
KKR KKR & CO INC $1.19万0.00%130 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1.20万0.00%125 00.0% — 不变
VOE VANGUARD INDEX FDS $1.21万0.00%61 00.0% — 不变
CIEN CIENA CORP $1.23万0.00%25 00.0% — 不变
INGR INGREDION INC $1.23万0.00%130 -4,330-97.1% -$41.01万 减仓
WFC WELLS FARGO & CO $1.24万0.00%150 00.0% — 不变
ING ING GROEP N.V. $1.26万0.00%400 00.0% — 不变
HWM HOWMET AEROSPACE INC $1.29万0.00%48 00.0% — 不变
AGNC AGNC INVT CORP $1.31万0.00%1,200 00.0% — 不变
NVO NOVO-NORDISK A S $1.32万0.00%275 00.0% — 不变
VOD VODAFONE GROUP PLC $1.32万0.00%1,000 00.0% — 不变
KNTK KINETIK HOLDINGS INC $1.33万0.00%275 00.0% — 不变
IONQ IONQ INC $1.33万0.00%250 00.0% — 不变
XLE SELECT SECTOR SPDR TR $1.38万0.00%260 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $1.40万0.00%125 00.0% — 不变
QBTS D-WAVE QUANTUM INC $1.44万0.00%600 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $1.45万0.00%650 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $1.45万0.00%393 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $1.47万0.00%175 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $1.47万0.00%42 -472-91.8% -$16.52万 减仓
HIG HARTFORD INSURANCE GROUP INC $1.47万0.00%111 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW $1.47万0.00%575 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC $1.48万0.00%100 100— $1.48万 新建仓
UAN CVR PARTNERS LP/CVR NITROGEN $1.50万0.00%135 00.0% — 不变
IRDM IRIDIUM COMMUNICATIONS INC $1.51万0.00%275 275— $1.51万 新建仓
FDXF FEDEX FGHT HLDG CO INC $1.51万0.00%100 100— $1.51万 新建仓
IWO ISHARES TR $1.54万0.00%39 00.0% — 不变
XOP SPDR SERIES TRUST $1.54万0.00%100 00.0% — 不变
LUNR INTUITIVE MACHINES INC $1.60万0.00%750 253.4% $535 加仓
RKLB ROCKET LAB CORP $1.63万0.00%160 106.7% $1,016 加仓
PEP PEPSICO INC $1.65万0.00%122 00.0% — 不变
PFE PFIZER INC $1.67万0.00%692 00.0% — 不变
VAW VANGUARD WORLD FD $1.72万0.00%75 -10-11.8% -$2,288 减仓
RAL RALLIANT CORP $1.72万0.00%234 00.0% — 不变
CMCSA COMCAST CORP NEW $1.72万0.00%702 10016.6% $2,455 加仓
EMR EMERSON ELEC CO $1.75万0.00%122 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1.78万0.00%100 50100.0% $8,912 加仓
ALL ALLSTATE CORP $1.78万0.00%75 00.0% — 不变
IGM ISHARES TR $1.80万0.00%110 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.83万0.00%377 00.0% — 不变
SCHW SCHWAB CHARLES CORP $1.85万0.00%200 00.0% — 不变
INTU INTUIT $1.91万0.00%73 00.0% — 不变
CB CHUBB LIMITED $1.91万0.00%56 00.0% — 不变
ANET ARISTA NETWORKS INC $1.92万0.00%113 113— $1.92万 新建仓
EBAY EBAY INC. $1.92万0.00%172 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $1.93万0.00%86 00.0% — 不变