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 |
|---|---|---|---|---|---|---|---|---|
| ABCB | AMERIS BANCORP | $43.57万 | 0.11% | 5,587 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $40.33万 | 0.10% | 2,439 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $38.94万 | 0.10% | 905 | 30 | 3.4% | $1.29万 | 加仓 |
| IYW | ISHARES TR | $38.82万 | 0.10% | 2,140 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $38.37万 | 0.09% | 2,200 | 900 | 69.2% | $15.70万 | 加仓 |
| IWR | ISHARES TR | $36.43万 | 0.09% | 3,747 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $35.83万 | 0.09% | 6,310 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $35.47万 | 0.09% | 2,803 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $34.63万 | 0.09% | 2,606 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $34.55万 | 0.08% | 982 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $34.06万 | 0.08% | 2,230 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $33.45万 | 0.08% | 1,860 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.23万 | 0.08% | 3,042 | 445 | 17.1% | $4.57万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $30.22万 | 0.07% | 3,227 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $30.09万 | 0.07% | 2,540 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看跌期权 | $28.84万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.40万 | 0.07% | 1,145 | -55 | -4.6% | -$1.36万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $27.92万 | 0.07% | 1,100 | 1,100 | — | $27.92万 | 新建仓 |
| SRE | SEMPRA | $27.00万 | 0.07% | 2,779 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.35万 | 0.06% | 1,824 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $25.75万 | 0.06% | 1,518 | 35 | 2.4% | $5,938 | 加仓 |
| IGSB | ISHARES TR | $25.57万 | 0.06% | 4,865 | -1,200 | -19.8% | -$6.31万 | 减仓 |
| WMT | WALMART INC | $25.01万 | 0.06% | 2,012 | -390 | -16.2% | -$4.85万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.77万 | 0.06% | 2,667 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $24.20万 | 0.06% | 2,745 | 745 | 37.2% | $6.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $22.48万 | 0.06% | 372 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $21.54万 | 0.05% | 2,428 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $21.08万 | 0.05% | 4,005 | -72 | -1.8% | -$3,790 | 减仓 |
| V | VISA INC | $21.01万 | 0.05% | 695 | -74 | -9.6% | -$2.24万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.93万 | 0.05% | 1,031 | 35 | 3.5% | $7,104 | 加仓 |
| TXN | TEXAS INSTRS INC | $20.79万 | 0.05% | 1,071 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $20.26万 | 0.05% | 2,074 | -275 | -11.7% | -$2.69万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $19.99万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $18.91万 | 0.05% | 1,250 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $18.75万 | 0.05% | 2,121 | -61 | -2.8% | -$5,394 | 减仓 |
| BKCH | GLOBAL X FDS | $18.29万 | 0.04% | 3,275 | 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 |
| PNC | PNC FINL SVCS GROUP INC | $17.58万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $17.26万 | 0.04% | 3,029 | -129 | -4.1% | -$7,349 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $17.11万 | 0.04% | 863 | 15 | 1.8% | $2,974 | 加仓 |
| LRCX | LAM RESEARCH CORP | $17.09万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $17.07万 | 0.04% | 1,470 | -5 | -0.3% | -$581 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.29万 | 0.04% | 340 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $16.17万 | 0.04% | 6,532 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $16.14万 | 0.04% | 162 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $16.08万 | 0.04% | 1,090 | -10 | -0.9% | -$1,475 | 减仓 |
| CSX | CSX CORP | $15.80万 | 0.04% | 3,850 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $15.69万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看跌期权 | $14.81万 | 0.04% | 400 | 400 | — | $14.81万 | 新建仓 |
| KLAC | KLA CORP 看跌期权 | $14.72万 | 0.04% | 100 | 100 | — | $14.72万 | 新建仓 |
| IYH | ISHARES TR | $14.64万 | 0.04% | 2,375 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $14.61万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $14.51万 | 0.04% | 514 | 257 | 100.0% | $7.26万 | 加仓 |
| MCD | MCDONALDS CORP | $14.20万 | 0.03% | 457 | 135 | 41.9% | $4.20万 | 加仓 |
| ITOT | ISHARES TR | $13.99万 | 0.03% | 982 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $13.98万 | 0.03% | 2,483 | -300 | -10.8% | -$1.69万 | 减仓 |
| SUB | ISHARES TR | $13.85万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $13.56万 | 0.03% | 997 | 410 | 69.8% | $5.57万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $13.41万 | 0.03% | 2,821 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $13.32万 | 0.03% | 669 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $12.84万 | 0.03% | 38 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $12.42万 | 0.03% | 2,835 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $12.29万 | 0.03% | 2,680 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $12.28万 | 0.03% | 436 | 306 | 235.4% | $8.62万 | 加仓 |
| GLNG | GOLAR LNG LTD | $12.12万 | 0.03% | 2,239 | 2,239 | — | $12.12万 | 新建仓 |
| SHEL | SHELL PLC | $12.09万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $11.91万 | 0.03% | 607 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $11.75万 | 0.03% | 1,426 | 1,000 | 234.7% | $8.24万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $11.69万 | 0.03% | 1,550 | 1,550 | — | $11.69万 | 新建仓 |
| HPQ | HP INC | $11.53万 | 0.03% | 6,000 | -700 | -10.4% | -$1.34万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.41万 | 0.03% | 780 | 10 | 1.3% | $1,463 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $11.31万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $11.29万 | 0.03% | 1,230 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $11.03万 | 0.03% | 652 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $11.01万 | 0.03% | 5,000 | 5,000 | — | $11.01万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $10.98万 | 0.03% | 345 | 200 | 137.9% | $6.36万 | 加仓 |
| SLV | ISHARES SILVER TR | $10.90万 | 0.03% | 1,600 | 50 | 3.2% | $3,407 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $10.69万 | 0.03% | 645 | 45 | 7.5% | $7,457 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $10.61万 | 0.03% | 535 | 460 | 613.3% | $9.12万 | 加仓 |
| TFC | TRUIST FINL CORP | $10.55万 | 0.03% | 2,296 | 50 | 2.2% | $2,299 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $10.36万 | 0.03% | 371 | -35 | -8.6% | -$9,774 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.26万 | 0.03% | 1,692 | 42 | 2.5% | $2,547 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD 看跌期权 | $10.15万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9.73万 | 0.02% | 335 | 170 | 103.0% | $4.94万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $9.44万 | 0.02% | 930 | 350 | 60.3% | $3.55万 | 加仓 |
| IYF | ISHARES TR | $9.41万 | 0.02% | 800 | -25 | -3.0% | -$2,942 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $9.33万 | 0.02% | 3,240 | 1,650 | 103.8% | $4.75万 | 加仓 |
| NOW | SERVICENOW INC | $9.30万 | 0.02% | 890 | 815 | 1,086.7% | $8.52万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $9.17万 | 0.02% | 1,305 | 730 | 127.0% | $5.13万 | 加仓 |
| HSY | HERSHEY CO | $9.15万 | 0.02% | 440 | 210 | 91.3% | $4.37万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $9.07万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $8.62万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $8.59万 | 0.02% | 65 | 8 | 14.0% | $1.06万 | 加仓 |
| TSLA | TESLA INC | $8.44万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $8.33万 | 0.02% | 570 | -85 | -13.0% | -$1.24万 | 减仓 |
| HAS | HASBRO INC | $8.15万 | 0.02% | 871 | -50 | -5.4% | -$4,680 | 减仓 |
| TGT | TARGET CORP | $8.04万 | 0.02% | 663 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $8.02万 | 0.02% | 1,041 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $7.81万 | 0.02% | 658 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $7.77万 | 0.02% | 1,110 | -15 | -1.3% | -$1,050 | 减仓 |