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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $399.35万 | 0.98% | 62,320 | -2,775 | -4.3% | -$17.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $438.78万 | 1.08% | 21,569 | 338 | 1.6% | $6.88万 | 加仓 |
| MCK | MCKESSON CORP | $446.27万 | 1.10% | 5,157 | -46 | -0.9% | -$3.98万 | 减仓 |
| EFA | ISHARES TR | $453.78万 | 1.11% | 46,719 | -1,455 | -3.0% | -$14.13万 | 减仓 |
| CSCO | CISCO SYS INC | $474.76万 | 1.17% | 61,188 | 14,207 | 30.2% | $110.23万 | 加仓 |
| PWR | QUANTA SVCS INC | $477.15万 | 1.17% | 8,691 | 66 | 0.8% | $3.62万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $525.19万 | 1.29% | 102,497 | -92,951 | -47.6% | -$476.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $536.04万 | 1.32% | 18,223 | 126 | 0.7% | $3.71万 | 加仓 |
| IVW | ISHARES TR | $573.38万 | 1.41% | 50,692 | -21,903 | -30.2% | -$247.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $574.00万 | 1.41% | 29,908 | 1,036 | 3.6% | $19.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $577.10万 | 1.42% | 15,590 | -1,862 | -10.7% | -$68.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $595.25万 | 1.46% | 110,130 | 7,398 | 7.2% | $39.99万 | 加仓 |
| ANGL | VANECK ETF TRUST | $678.03万 | 1.67% | 236,084 | 19,184 | 8.8% | $55.10万 | 加仓 |
| GOOGL | ALPHABET INC | $703.78万 | 1.73% | 24,474 | -23 | -0.1% | -$6,614 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $710.64万 | 1.75% | 21,028 | 403 | 2.0% | $13.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $823.55万 | 2.02% | 47,222 | -1,038 | -2.2% | -$18.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $861.44万 | 2.12% | 108,672 | -1,131 | -1.0% | -$8.97万 | 减仓 |
| KLAC | KLA CORP | $932.18万 | 2.29% | 6,331 | 295 | 4.9% | $43.44万 | 加仓 |
| AAPL | APPLE INC | $1,172.20万 | 2.88% | 46,188 | -3 | -0.0% | -$761 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $1,266.88万 | 3.11% | 269,451 | -945 | -0.3% | -$4.44万 | 减仓 |
| IEMG | ISHARES INC | $1,279.29万 | 3.14% | 183,411 | 9,909 | 5.7% | $69.12万 | 加仓 |
| EMXC | ISHARES INC | $1,368.01万 | 3.36% | 173,915 | 50,087 | 40.4% | $393.98万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,378.83万 | 3.39% | 22,356 | -130 | -0.6% | -$8.02万 | 减仓 |
| IVV | ISHARES TR | $1,494.77万 | 3.67% | 22,883 | -404 | -1.7% | -$26.39万 | 减仓 |
| IJH | ISHARES TR | $1,546.64万 | 3.80% | 229,030 | 4,881 | 2.2% | $32.96万 | 加仓 |
| MINT | PIMCO ETF TR | $2,354.26万 | 5.78% | 234,092 | 48,526 | 26.2% | $488.03万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,364.68万 | 5.81% | 469,461 | 28,474 | 6.5% | $143.42万 | 加仓 |
| IEFA | ISHARES TR | $2,633.48万 | 6.47% | 290,896 | 6,350 | 2.2% | $57.49万 | 加仓 |