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
TSEM TOWER SEMICONDUCTOR LTD $5.16万0.01%198 -198-50.0% -$5.16万 减仓
SPCX SPACE EXPLORATION TECHN CORP $5.17万0.01%303 303— $5.17万 新建仓
TJX TJX COS INC NEW $5.35万0.01%353 13763.4% $2.08万 加仓
BB BLACKBERRY LTD $5.41万0.01%4,275 4,275— $5.41万 新建仓
RDVY FIRST TR EXCHANGE TRADED FD $5.46万0.01%674 00.0% — 不变
MP MP MATERIALS CORP $5.47万0.01%976 00.0% — 不变
AFL AFLAC INC $5.54万0.01%472 00.0% — 不变
VGT VANGUARD WORLD FD $5.64万0.01%472 00.0% — 不变
IYC ISHARES TR $5.66万0.01%560 00.0% — 不变
XLP SELECT SECTOR SPDR TR $5.73万0.01%690 00.0% — 不变
EPR EPR PPTYS $5.80万0.01%1,000 00.0% — 不变
XLF SELECT SECTOR SPDR TR $5.84万0.01%1,089 00.0% — 不变
VPU VANGUARD WORLD FD $5.87万0.01%300 00.0% — 不变
APP APPLOVIN CORP $6.03万0.01%117 -15-11.4% -$7,728 减仓
DELL DELL TECHNOLOGIES INC $6.04万0.01%140 1512.0% $6,472 加仓
UGI UGI CORP NEW $6.10万0.01%1,765 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $6.21万0.01%125 00.0% — 不变
FDX FEDEX CORP $6.26万0.01%200 00.0% — 不变
C CITIGROUP INC $6.28万0.01%449 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $6.35万0.01%200 00.0% — 不变
IYE ISHARES TR $6.45万0.01%1,140 00.0% — 不变
IWD ISHARES TR $6.57万0.01%271 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $6.63万0.01%1,257 48763.2% $2.57万 加仓
VHT VANGUARD WORLD FD $6.73万0.01%225 00.0% — 不变
FFIV F5 INC $6.74万0.01%162 85.2% $3,328 加仓
OTIS OTIS WORLDWIDE CORP $6.80万0.01%950 -91-8.7% -$6,516 减仓
NOC NORTHROP GRUMMAN CORP $6.93万0.01%136 32.3% $1,528 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $6.94万0.01%855 00.0% — 不变
VO VANGUARD INDEX FDS $6.99万0.01%868 00.0% — 不变
HAS HASBRO INC $7.19万0.01%871 00.0% — 不变
AGG ISHARES TR $7.28万0.01%736 10.1% $99 加仓
NOW SERVICENOW INC $7.45万0.02%750 -140-15.7% -$1.39万 减仓
IXUS ISHARES TR $7.49万0.02%785 00.0% — 不变
VMC VULCAN MATLS CO $7.61万0.02%258 00.0% — 不变
DASH DOORDASH INC $7.66万0.02%415 -8-1.9% -$1,476 减仓
AEM AGNICO EAGLE MINES LTD 看跌期权 $7.76万0.02%500 00.0% — 不变
GEV GE VERNOVA INC $7.99万0.02%68 69.7% $7,049 加仓
IYK ISHARES TR $8.07万0.02%1,110 00.0% — 不变
MO ALTRIA GROUP INC $8.33万0.02%1,158 00.0% — 不变
TGT TARGET CORP $8.33万0.02%638 -25-3.8% -$3,265 减仓
SPG SIMON PPTY GROUP INC NEW $8.39万0.02%375 00.0% — 不变
SLV ISHARES SILVER TR $8.42万0.02%1,575 -25-1.6% -$1,337 减仓
GE GE AEROSPACE $8.46万0.02%226 00.0% — 不变
CLS CELESTICA INC $8.57万0.02%235 -201-46.1% -$7.33万 减仓
DTE DTE ENERGY CO $8.69万0.02%570 00.0% — 不变
TSLA TESLA INC $8.71万0.02%207 -20-8.8% -$8,412 减仓
CRWD CROWDSTRIKE HLDGS INC $8.78万0.02%115 00.0% — 不变
IYM ISHARES TR $8.80万0.02%490 00.0% — 不变
TSN TYSON FOODS INC $8.87万0.02%1,550 1,550— $8.87万 新建仓
MS MORGAN STANLEY $8.99万0.02%430 00.0% — 不变
TPG TPG INC $9.02万0.02%2,225 2,225— $9.02万 新建仓
SNDK SANDISK CORP $9.10万0.02%40 514.3% $1.14万 加仓
CEG CONSTELLATION ENERGY CORP $9.21万0.02%371 00.0% — 不变
GDX VANECK ETF TRUST $9.28万0.02%1,230 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $9.33万0.02%800 202.6% $2,333 加仓
BMY BRISTOL-MYERS SQUIBB CO $9.51万0.02%1,650 -42-2.5% -$2,420 减仓
BNY BANK OF NY MELLON CORP $9.52万0.02%658 00.0% — 不变
SHEL SHELL PLC $10.08万0.02%1,300 00.0% — 不变
QQQ INVESCO QQQ TR $10.09万0.02%137 2017.1% $1.47万 加仓
IYF ISHARES TR $10.20万0.02%800 00.0% — 不变
TFC TRUIST FINL CORP $10.26万0.02%2,060 -236-10.3% -$1.18万 减仓
CSL CARLISLE COS INC $10.53万0.02%290 290— $10.53万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $10.62万0.02%110 -5-4.3% -$4,825 减仓
VGK VANGUARD INTL EQUITY INDEX F $10.95万0.02%1,237 -189-13.3% -$1.67万 减仓
CWST CASELLA WASTE SYS INC $10.96万0.02%1,130 1,130— $10.96万 新建仓
GLNG GOLAR LNG LTD $11.01万0.02%2,208 -31-1.4% -$1,545 减仓
ARTY ISHARES TR $11.07万0.02%1,454 00.0% — 不变
CAT CATERPILLAR INC $11.18万0.02%105 3550.0% $3.73万 加仓
SHYM BLACKROCK ETF TRUST II $11.22万0.02%5,000 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $11.30万0.02%386 5115.2% $1.49万 加仓
PPA INVESCO EXCHANGE TRADED FD T $11.39万0.02%645 00.0% — 不变
AZO AUTOZONE INC $11.51万0.02%36 -2-5.3% -$6,392 减仓
LOAR LOAR HOLDINGS INC $11.65万0.02%1,445 30526.8% $2.46万 加仓
CFG CITIZENS FINL GROUP INC $11.79万0.02%1,683 1,683— $11.79万 新建仓
XYZ BLOCK INC $12.04万0.02%1,584 1,5343,068.0% $11.66万 加仓
SYLD CAMBRIA ETF TR $12.26万0.03%1,550 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC $12.34万0.03%3,915 67520.8% $2.13万 加仓
MCD MCDONALDS CORP $12.49万0.03%462 51.1% $1,352 加仓
AXP AMERICAN EXPRESS CO $12.65万0.03%374 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $12.95万0.03%1,487 1,4372,874.0% $12.51万 加仓
VTV VANGUARD INDEX FDS $13.23万0.03%607 00.0% — 不变
ASML ASML HLDG NV $13.33万0.03%67 23.1% $3,979 加仓
OHI OMEGA HEALTHCARE INVS INC $13.52万0.03%2,835 00.0% — 不变
HPQ HP INC $13.61万0.03%6,205 2053.4% $4,498 加仓
ADI ANALOG DEVICES INC $13.70万0.03%345 00.0% — 不变
SUB ISHARES TR $13.84万0.03%1,300 00.0% — 不变
DKS DICKS SPORTING GOODS INC $13.92万0.03%614 7914.8% $1.79万 加仓
BA BOEING CO $14.37万0.03%664 -5-0.7% -$1,082 减仓
NUE NUCOR CORP $14.52万0.03%652 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $14.59万0.03%156 -6-3.7% -$5,613 减仓
AEM AGNICO EAGLE MINES LTD $14.75万0.03%951 -80-7.8% -$1.24万 减仓
MSFT MICROSOFT CORP 看跌期权 $14.92万0.03%400 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $14.95万0.03%2,680 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $15.24万0.03%2,821 00.0% — 不变
UL UNILEVER PLC $15.54万0.03%2,585 -444-14.7% -$2.67万 减仓
AMAT APPLIED MATLS INC $15.69万0.03%217 8766.9% $6.29万 加仓
IYH ISHARES TR $15.91万0.03%2,375 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $15.92万0.03%2,171 -312-12.6% -$2.29万 减仓
ITOT ISHARES TR $16.13万0.03%982 00.0% — 不变
PANW PALO ALTO NETWORKS INC $16.40万0.03%481 6816.5% $2.32万 加仓