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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $5.58万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $5.66万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5.67万 | 0.01% | 251 | 25 | 11.1% | $5,651 | 加仓 |
| IWD | ISHARES TR | $5.79万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $5.94万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6.08万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $6.13万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $6.23万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $6.35万 | 0.02% | 423 | 423 | — | $6.35万 | 新建仓 |
| GE | GE AEROSPACE | $6.42万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $6.43万 | 0.02% | 1,765 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $6.52万 | 0.02% | 885 | -695 | -44.0% | -$5.12万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $6.53万 | 0.02% | 1,140 | 1,140 | — | $6.53万 | 新建仓 |
| SLQD | ISHARES TR | $6.56万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $6.62万 | 0.02% | 413 | 147 | 55.3% | $2.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6.75万 | 0.02% | 117 | -5 | -4.1% | -$2,886 | 减仓 |
| ARTY | ISHARES TR | $6.77万 | 0.02% | 1,454 | 1,454 | — | $6.77万 | 新建仓 |
| IXUS | ISHARES TR | $6.80万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6.92万 | 0.02% | 855 | -350 | -29.0% | -$2.83万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $6.95万 | 0.02% | 396 | 396 | — | $6.95万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $6.99万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $7.03万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7.08万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $7.12万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7.30万 | 0.02% | 735 | -85 | -10.4% | -$8,442 | 减仓 |
| IYE | ISHARES TR | $7.38万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $7.51万 | 0.02% | 172 | -900 | -84.0% | -$39.31万 | 减仓 |
| MO | ALTRIA GROUP INC | $7.64万 | 0.02% | 1,158 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $7.77万 | 0.02% | 1,110 | -15 | -1.3% | -$1,050 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $7.81万 | 0.02% | 658 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $8.02万 | 0.02% | 1,041 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $8.04万 | 0.02% | 663 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $8.15万 | 0.02% | 871 | -50 | -5.4% | -$4,680 | 减仓 |
| DTE | DTE ENERGY CO | $8.33万 | 0.02% | 570 | -85 | -13.0% | -$1.24万 | 减仓 |
| TSLA | TESLA INC | $8.44万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $8.59万 | 0.02% | 65 | 8 | 14.0% | $1.06万 | 加仓 |
| IYM | ISHARES TR | $8.62万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $9.07万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $9.15万 | 0.02% | 440 | 210 | 91.3% | $4.37万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $9.17万 | 0.02% | 1,305 | 730 | 127.0% | $5.13万 | 加仓 |
| NOW | SERVICENOW INC | $9.30万 | 0.02% | 890 | 815 | 1,086.7% | $8.52万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $9.33万 | 0.02% | 3,240 | 1,650 | 103.8% | $4.75万 | 加仓 |
| IYF | ISHARES TR | $9.41万 | 0.02% | 800 | -25 | -3.0% | -$2,942 | 减仓 |
| WYNN | WYNN RESORTS LTD | $9.44万 | 0.02% | 930 | 350 | 60.3% | $3.55万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9.73万 | 0.02% | 335 | 170 | 103.0% | $4.94万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD 看跌期权 | $10.15万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.26万 | 0.03% | 1,692 | 42 | 2.5% | $2,547 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $10.36万 | 0.03% | 371 | -35 | -8.6% | -$9,774 | 减仓 |
| TFC | TRUIST FINL CORP | $10.55万 | 0.03% | 2,296 | 50 | 2.2% | $2,299 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $10.61万 | 0.03% | 535 | 460 | 613.3% | $9.12万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $10.69万 | 0.03% | 645 | 45 | 7.5% | $7,457 | 加仓 |
| SLV | ISHARES SILVER TR | $10.90万 | 0.03% | 1,600 | 50 | 3.2% | $3,407 | 加仓 |
| ADI | ANALOG DEVICES INC | $10.98万 | 0.03% | 345 | 200 | 137.9% | $6.36万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $11.01万 | 0.03% | 5,000 | 5,000 | — | $11.01万 | 新建仓 |
| NUE | NUCOR CORP | $11.03万 | 0.03% | 652 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $11.29万 | 0.03% | 1,230 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $11.31万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.41万 | 0.03% | 780 | 10 | 1.3% | $1,463 | 加仓 |
| HPQ | HP INC | $11.53万 | 0.03% | 6,000 | -700 | -10.4% | -$1.34万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $11.69万 | 0.03% | 1,550 | 1,550 | — | $11.69万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $11.75万 | 0.03% | 1,426 | 1,000 | 234.7% | $8.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $11.91万 | 0.03% | 607 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $12.09万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $12.12万 | 0.03% | 2,239 | 2,239 | — | $12.12万 | 新建仓 |
| CLS | CELESTICA INC | $12.28万 | 0.03% | 436 | 306 | 235.4% | $8.62万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $12.29万 | 0.03% | 2,680 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $12.42万 | 0.03% | 2,835 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $12.84万 | 0.03% | 38 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $13.32万 | 0.03% | 669 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $13.41万 | 0.03% | 2,821 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $13.56万 | 0.03% | 997 | 410 | 69.8% | $5.57万 | 加仓 |
| SUB | ISHARES TR | $13.85万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $13.98万 | 0.03% | 2,483 | -300 | -10.8% | -$1.69万 | 减仓 |
| ITOT | ISHARES TR | $13.99万 | 0.03% | 982 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $14.20万 | 0.03% | 457 | 135 | 41.9% | $4.20万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $14.51万 | 0.04% | 514 | 257 | 100.0% | $7.26万 | 加仓 |
| IWP | ISHARES TR | $14.61万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $14.64万 | 0.04% | 2,375 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP 看跌期权 | $14.72万 | 0.04% | 100 | 100 | — | $14.72万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $14.81万 | 0.04% | 400 | 400 | — | $14.81万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $15.69万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $15.80万 | 0.04% | 3,850 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $16.08万 | 0.04% | 1,090 | -10 | -0.9% | -$1,475 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $16.14万 | 0.04% | 162 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $16.17万 | 0.04% | 6,532 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.29万 | 0.04% | 340 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $17.07万 | 0.04% | 1,470 | -5 | -0.3% | -$581 | 减仓 |
| LRCX | LAM RESEARCH CORP | $17.09万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $17.11万 | 0.04% | 863 | 15 | 1.8% | $2,974 | 加仓 |
| UL | UNILEVER PLC | $17.26万 | 0.04% | 3,029 | -129 | -4.1% | -$7,349 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $17.58万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $18.10万 | 0.04% | 1,382 | 275 | 24.8% | $3.60万 | 加仓 |
| BKCH | GLOBAL X FDS | $18.29万 | 0.04% | 3,275 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $18.75万 | 0.05% | 2,121 | -61 | -2.8% | -$5,394 | 减仓 |
| ARM | ARM HOLDINGS PLC | $18.91万 | 0.05% | 1,250 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $19.99万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $20.26万 | 0.05% | 2,074 | -275 | -11.7% | -$2.69万 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.79万 | 0.05% | 1,071 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $20.93万 | 0.05% | 1,031 | 35 | 3.5% | $7,104 | 加仓 |
| V | VISA INC | $21.01万 | 0.05% | 695 | -74 | -9.6% | -$2.24万 | 减仓 |