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 |
|---|---|---|---|---|---|---|---|---|
| UNM | UNUM GROUP | $1.83万 | 0.00% | 250 | -250 | -50.0% | -$1.83万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.86万 | 0.00% | 67 | -140 | -67.6% | -$3.89万 | 减仓 |
| MCO | MOODYS CORP | $1.88万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.88万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.89万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1.92万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.94万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.95万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.95万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1.97万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.98万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.02万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.02万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2.05万 | 0.01% | 125 | 25 | 25.0% | $4,103 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2.06万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.11万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.12万 | 0.01% | 179 | 150 | 517.2% | $1.77万 | 加仓 |
| EFG | ISHARES TR | $2.12万 | 0.01% | 190 | -45 | -19.1% | -$5,012 | 减仓 |
| VB | VANGUARD INDEX FDS | $2.15万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $2.16万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2.17万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $2.18万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.20万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $2.22万 | 0.01% | 35 | 10 | 40.0% | $6,353 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2.24万 | 0.01% | 503 | 503 | — | $2.24万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $2.25万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $2.32万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $2.34万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $2.34万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.42万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $2.44万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $2.45万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2.45万 | 0.01% | 377 | 152 | 67.6% | $9,880 | 加仓 |
| PPL | PPL CORP | $2.49万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $2.56万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $2.61万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.67万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.69万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2.71万 | 0.01% | 1,930 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.72万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.76万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $2.78万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.83万 | 0.01% | 155 | -185 | -54.4% | -$3.37万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2.85万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $2.86万 | 0.01% | 838 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $2.88万 | 0.01% | 652 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $2.91万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $2.95万 | 0.01% | 135 | 10 | 8.0% | $2,188 | 加仓 |
| RMD | RESMED INC | $3.01万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $3.10万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.16万 | 0.01% | 73 | -8 | -9.9% | -$3,459 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.23万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3.37万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.37万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $3.38万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $3.41万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $3.42万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $3.43万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.45万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3.48万 | 0.01% | 176 | -10 | -5.4% | -$1,977 | 减仓 |
| LNG | CHENIERE ENERGY INC | $3.55万 | 0.01% | 125 | 65 | 108.3% | $1.84万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $3.56万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $3.63万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.65万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.76万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $3.77万 | 0.01% | 770 | 414 | 116.3% | $2.03万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3.78万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.90万 | 0.01% | 360 | 25 | 7.5% | $2,706 | 加仓 |
| FTV | FORTIVE CORP | $3.93万 | 0.01% | 711 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $3.97万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $3.98万 | 0.01% | 858 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $4.05万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4.06万 | 0.01% | 850 | 50 | 6.2% | $2,386 | 加仓 |
| AZN | ASTRAZENECA PLC | $4.08万 | 0.01% | 207 | 207 | — | $4.08万 | 新建仓 |
| — | LISTED FDS TR | $4.11万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $4.12万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $4.14万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $4.20万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $4.36万 | 0.01% | 400 | 140 | 53.8% | $1.53万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.44万 | 0.01% | 130 | 40 | 44.4% | $1.37万 | 加仓 |
| FFIV | F5 INC | $4.46万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4.48万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.49万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.51万 | 0.01% | 115 | 55 | 91.7% | $2.15万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4.60万 | 0.01% | 674 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $4.71万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $4.84万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON DIGITAL H | $4.90万 | 0.01% | 1,250 | -3,700 | -74.7% | -$14.50万 | 减仓 |
| CAT | CATERPILLAR INC | $4.96万 | 0.01% | 70 | 5 | 7.7% | $3,542 | 加仓 |
| EPR | EPR PPTYS | $5.00万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $5.02万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5.09万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $5.14万 | 0.01% | 620 | 395 | 175.6% | $3.27万 | 加仓 |
| AFL | AFLAC INC | $5.18万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $5.25万 | 0.01% | 132 | -4 | -2.9% | -$1,592 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $5.38万 | 0.01% | 1,089 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.41万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $5.43万 | 0.01% | 560 | -20 | -3.4% | -$1,938 | 减仓 |
| MDT | MEDTRONIC PLC | $5.44万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.50万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |