Atlantic Edge Private Wealth Management, LLC
JACKSONVILLE FL · SEC CIK 0002011145
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWP | ISHARES TR | $16.69万 | 0.03% | 1,140 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $16.85万 | 0.03% | 1,470 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $17.10万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $17.28万 | 0.04% | 1,904 | -1,138 | -37.4% | -$10.33万 | 减仓 |
| VLTO | VERALTO CORP | $18.06万 | 0.04% | 2,036 | -85 | -4.0% | -$7,538 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $18.09万 | 0.04% | 6,532 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $18.15万 | 0.04% | 3,700 | -10,570 | -74.1% | -$51.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.16万 | 0.04% | 363 | 23 | 6.8% | $1.15万 | 加仓 |
| IYJ | ISHARES TR | $18.16万 | 0.04% | 1,090 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $18.27万 | 0.04% | 439 | 300 | 215.8% | $12.48万 | 加仓 |
| CSX | CSX CORP | $18.30万 | 0.04% | 3,850 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $19.09万 | 0.04% | 1,508 | 126 | 9.1% | $1.59万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $19.56万 | 0.04% | 384 | 12 | 3.2% | $6,114 | 加仓 |
| GLW | CORNING INC | $19.65万 | 0.04% | 769 | -228 | -22.9% | -$5.83万 | 减仓 |
| — | EXXON MOBIL CORP | $20.14万 | 0.04% | 1,473 | -45 | -3.0% | -$6,152 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $20.33万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $20.73万 | 0.04% | 2,745 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $20.81万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $20.84万 | 0.04% | 4,020 | 15 | 0.4% | $778 | 加仓 |
| NFLX | NETFLIX INC. 看跌期权 | $21.42万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $22.38万 | 0.05% | 2,074 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.07万 | 0.05% | 2,037 | 25 | 1.2% | $2,832 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.41万 | 0.05% | 2,667 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $23.41万 | 0.05% | 2,428 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $23.76万 | 0.05% | 1,620 | -204 | -11.2% | -$2.99万 | 减仓 |
| IGSB | ISHARES TR | $24.45万 | 0.05% | 4,665 | -200 | -4.1% | -$1.05万 | 减仓 |
| BKCH | GLOBAL X FDS | $24.51万 | 0.05% | 3,275 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $25.76万 | 0.05% | 2,779 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.86万 | 0.05% | 783 | 88 | 12.7% | $3.02万 | 加仓 |
| KLAC | KLA CORP 看跌期权 | $30.17万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $31.40万 | 0.06% | 1,045 | -100 | -8.7% | -$3.00万 | 减仓 |
| VOX | VANGUARD WORLD FD | $31.46万 | 0.06% | 1,710 | -150 | -8.1% | -$2.76万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $31.83万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $31.92万 | 0.07% | 1,071 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $33.34万 | 0.07% | 905 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $33.42万 | 0.07% | 923 | -59 | -6.0% | -$2.14万 | 减仓 |
| IJS | ISHARES TR | $34.72万 | 0.07% | 2,540 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $35.53万 | 0.07% | 820 | 20 | 2.5% | $8,667 | 加仓 |
| NVS | NOVARTIS AG | $35.58万 | 0.07% | 2,270 | 40 | 1.8% | $6,269 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $37.07万 | 0.08% | 3,227 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.34万 | 0.08% | 3,747 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $43.17万 | 0.09% | 6,310 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $44.12万 | 0.09% | 2,439 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $44.32万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $44.40万 | 0.09% | 10,569 | 10,569 | — | $44.40万 | 新建仓 |
| PCAR | PACCAR INC | $47.22万 | 0.10% | 3,931 | 100 | 2.6% | $1.20万 | 加仓 |
| STT | STATE STR CORP | $48.81万 | 0.10% | 2,878 | 75 | 2.7% | $1.27万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $49.65万 | 0.10% | 2,606 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $50.43万 | 0.10% | 5,587 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $50.89万 | 0.10% | 1,443 | -55 | -3.7% | -$1.94万 | 减仓 |
| DE | DEERE & CO | $53.03万 | 0.11% | 836 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $53.10万 | 0.11% | 525 | -15 | -2.8% | -$1.52万 | 减仓 |
| IYW | ISHARES TR | $53.98万 | 0.11% | 2,140 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $54.96万 | 0.11% | 3,077 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $55.72万 | 0.11% | 21,161 | -3,825 | -15.3% | -$10.07万 | 减仓 |
| SHM | SPDR SERIES TRUST | $59.70万 | 0.12% | 12,446 | -950 | -7.1% | -$4.56万 | 减仓 |
| ABBV | ABBVIE INC | $60.82万 | 0.12% | 2,417 | 1 | 0.0% | $252 | 加仓 |
| KO | COCA COLA CO | $64.86万 | 0.13% | 7,981 | 2 | 0.0% | $163 | 加仓 |
| AMZN | AMAZON COM INC | $66.33万 | 0.14% | 2,783 | 80 | 3.0% | $1.91万 | 加仓 |
| AVGO | BROADCOM INC | $67.93万 | 0.14% | 1,798 | 165 | 10.1% | $6.23万 | 加仓 |
| GOOG | ALPHABET INC | $68.48万 | 0.14% | 1,938 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $68.52万 | 0.14% | 2,680 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $73.15万 | 0.15% | 44,935 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $73.47万 | 0.15% | 2,335 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $75.68万 | 0.15% | 2,198 | -235 | -9.7% | -$8.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $77.34万 | 0.16% | 3,045 | 166 | 5.8% | $4.22万 | 加仓 |
| DIS | DISNEY WALT CO | $87.15万 | 0.18% | 9,055 | 233 | 2.6% | $2.24万 | 加仓 |
| RTX | RTX CORPORATION | $89.74万 | 0.18% | 4,730 | -417 | -8.1% | -$7.91万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $90.05万 | 0.18% | 2,430 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $90.35万 | 0.18% | 1,449 | -25 | -1.7% | -$1.56万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $92.82万 | 0.19% | 28,360 | 4,520 | 19.0% | $14.79万 | 加仓 |
| CVS | CVS HEALTH CORP | $96.57万 | 0.20% | 9,335 | 220 | 2.4% | $2.28万 | 加仓 |
| COP | CONOCOPHILLIPS | $98.40万 | 0.20% | 9,465 | 247 | 2.7% | $2.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $100.44万 | 0.21% | 2,714 | -97 | -3.5% | -$3.59万 | 减仓 |
| IJK | ISHARES TR | $100.85万 | 0.21% | 8,583 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $101.71万 | 0.21% | 7,313 | -274 | -3.6% | -$3.81万 | 减仓 |
| IVE | ISHARES TR | $103.04万 | 0.21% | 4,538 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $103.87万 | 0.21% | 14,547 | -743 | -4.9% | -$5.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $104.05万 | 0.21% | 5,200 | 3,000 | 136.4% | $60.03万 | 加仓 |
| IJJ | ISHARES TR | $105.70万 | 0.22% | 7,155 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $110.49万 | 0.23% | 12,827 | 11,795 | 1,142.9% | $101.60万 | 加仓 |
| CVX | CHEVRON CORPORATION | $112.67万 | 0.23% | 6,797 | -302 | -4.3% | -$5.01万 | 减仓 |
| EFV | ISHARES TR | $116.97万 | 0.24% | 15,280 | -715 | -4.5% | -$5.47万 | 减仓 |
| SYK | STRYKER CORPORATION | $139.32万 | 0.28% | 4,425 | 502 | 12.8% | $15.80万 | 加仓 |
| DHR | DANAHER CORP DEL | $139.91万 | 0.29% | 7,345 | -2,235 | -23.3% | -$42.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $142.51万 | 0.29% | 2,075 | 1,138 | 121.5% | $78.16万 | 加仓 |
| IUSV | ISHARES TR | $146.61万 | 0.30% | 13,310 | 2,400 | 22.0% | $26.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $148.93万 | 0.30% | 5,296 | -210 | -3.8% | -$5.91万 | 减仓 |
| CBRE | CBRE GROUP INC | $151.93万 | 0.31% | 11,280 | -205 | -1.8% | -$2.76万 | 减仓 |
| IJR | ISHARES TR | $152.27万 | 0.31% | 10,267 | 870 | 9.3% | $12.90万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $154.58万 | 0.32% | 24,580 | 24,230 | 6,922.9% | $152.38万 | 加仓 |
| LLY | ELI LILLY & CO | $154.85万 | 0.32% | 1,291 | 81 | 6.7% | $9.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $158.23万 | 0.32% | 6,687 | 1 | 0.0% | $237 | 加仓 |
| INCY | INCYTE CORP | $164.77万 | 0.34% | 14,535 | 375 | 2.6% | $4.25万 | 加仓 |
| DHI | D R HORTON INC | $170.26万 | 0.35% | 10,453 | -5,045 | -32.6% | -$82.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.70万 | 0.35% | 40,553 | -1,735 | -4.1% | -$7.35万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $186.52万 | 0.38% | 5,512 | 2,465 | 80.9% | $83.41万 | 加仓 |
| APTV | APTIV PLC | $193.16万 | 0.39% | 31,470 | -795 | -2.5% | -$4.88万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $196.21万 | 0.40% | 4,277 | -55 | -1.3% | -$2.52万 | 减仓 |
| VLO | VALERO ENERGY CORP | $199.53万 | 0.41% | 7,661 | -180 | -2.3% | -$4.69万 | 减仓 |