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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $53.10万 | 0.11% | 525 | -15 | -2.8% | -$1.52万 | 减仓 |
| DE | DEERE & CO | $53.03万 | 0.11% | 836 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $50.89万 | 0.10% | 1,443 | -55 | -3.7% | -$1.94万 | 减仓 |
| ABCB | AMERIS BANCORP | $50.43万 | 0.10% | 5,587 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $49.65万 | 0.10% | 2,606 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $48.81万 | 0.10% | 2,878 | 75 | 2.7% | $1.27万 | 加仓 |
| PCAR | PACCAR INC | $47.22万 | 0.10% | 3,931 | 100 | 2.6% | $1.20万 | 加仓 |
| VGNT | VERSIGENT PLC | $44.40万 | 0.09% | 10,569 | 10,569 | — | $44.40万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $44.32万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $44.12万 | 0.09% | 2,439 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $43.17万 | 0.09% | 6,310 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.34万 | 0.08% | 3,747 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $37.07万 | 0.08% | 3,227 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $35.58万 | 0.07% | 2,270 | 40 | 1.8% | $6,269 | 加仓 |
| LRCX | LAM RESEARCH CORP | $35.53万 | 0.07% | 820 | 20 | 2.5% | $8,667 | 加仓 |
| IJS | ISHARES TR | $34.72万 | 0.07% | 2,540 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $33.42万 | 0.07% | 923 | -59 | -6.0% | -$2.14万 | 减仓 |
| GLD | SPDR GOLD TR | $33.34万 | 0.07% | 905 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $31.92万 | 0.07% | 1,071 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $31.83万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $31.46万 | 0.06% | 1,710 | -150 | -8.1% | -$2.76万 | 减仓 |
| IWM | ISHARES TR | $31.40万 | 0.06% | 1,045 | -100 | -8.7% | -$3.00万 | 减仓 |
| KLAC | KLA CORP 看跌期权 | $30.17万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.86万 | 0.05% | 783 | 88 | 12.7% | $3.02万 | 加仓 |
| SRE | SEMPRA | $25.76万 | 0.05% | 2,779 | 0 | 0.0% | — | 不变 |
| BKCH | GLOBAL X FDS | $24.51万 | 0.05% | 3,275 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $24.45万 | 0.05% | 4,665 | -200 | -4.1% | -$1.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.76万 | 0.05% | 1,620 | -204 | -11.2% | -$2.99万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $23.41万 | 0.05% | 2,428 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.41万 | 0.05% | 2,667 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.07万 | 0.05% | 2,037 | 25 | 1.2% | $2,832 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $22.38万 | 0.05% | 2,074 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看跌期权 | $21.42万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $20.84万 | 0.04% | 4,020 | 15 | 0.4% | $778 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.81万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $20.73万 | 0.04% | 2,745 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $20.33万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.14万 | 0.04% | 1,473 | -45 | -3.0% | -$6,152 | 减仓 |
| GLW | CORNING INC | $19.65万 | 0.04% | 769 | -228 | -22.9% | -$5.83万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $19.56万 | 0.04% | 384 | 12 | 3.2% | $6,114 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $19.09万 | 0.04% | 1,508 | 126 | 9.1% | $1.59万 | 加仓 |
| CSX | CSX CORP | $18.30万 | 0.04% | 3,850 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $18.27万 | 0.04% | 439 | 300 | 215.8% | $12.48万 | 加仓 |
| IYJ | ISHARES TR | $18.16万 | 0.04% | 1,090 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.16万 | 0.04% | 363 | 23 | 6.8% | $1.15万 | 加仓 |
| FISV | FISERV INC | $18.15万 | 0.04% | 3,700 | -10,570 | -74.1% | -$51.85万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $18.09万 | 0.04% | 6,532 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $18.06万 | 0.04% | 2,036 | -85 | -4.0% | -$7,538 | 减仓 |
| ABT | ABBOTT LABORATORIES | $17.28万 | 0.04% | 1,904 | -1,138 | -37.4% | -$10.33万 | 减仓 |
| HEDJ | WISDOMTREE TR | $17.10万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $16.85万 | 0.03% | 1,470 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $16.69万 | 0.03% | 1,140 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $16.40万 | 0.03% | 481 | 68 | 16.5% | $2.32万 | 加仓 |
| ITOT | ISHARES TR | $16.13万 | 0.03% | 982 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $15.92万 | 0.03% | 2,171 | -312 | -12.6% | -$2.29万 | 减仓 |
| IYH | ISHARES TR | $15.91万 | 0.03% | 2,375 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $15.69万 | 0.03% | 217 | 87 | 66.9% | $6.29万 | 加仓 |
| UL | UNILEVER PLC | $15.54万 | 0.03% | 2,585 | -444 | -14.7% | -$2.67万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $15.24万 | 0.03% | 2,821 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $14.95万 | 0.03% | 2,680 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看跌期权 | $14.92万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $14.75万 | 0.03% | 951 | -80 | -7.8% | -$1.24万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $14.59万 | 0.03% | 156 | -6 | -3.7% | -$5,613 | 减仓 |
| NUE | NUCOR CORP | $14.52万 | 0.03% | 652 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $14.37万 | 0.03% | 664 | -5 | -0.7% | -$1,082 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $13.92万 | 0.03% | 614 | 79 | 14.8% | $1.79万 | 加仓 |
| SUB | ISHARES TR | $13.84万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $13.70万 | 0.03% | 345 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $13.61万 | 0.03% | 6,205 | 205 | 3.4% | $4,498 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $13.52万 | 0.03% | 2,835 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $13.33万 | 0.03% | 67 | 2 | 3.1% | $3,979 | 加仓 |
| VTV | VANGUARD INDEX FDS | $13.23万 | 0.03% | 607 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $12.95万 | 0.03% | 1,487 | 1,437 | 2,874.0% | $12.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $12.65万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $12.49万 | 0.03% | 462 | 5 | 1.1% | $1,352 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $12.34万 | 0.03% | 3,915 | 675 | 20.8% | $2.13万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $12.26万 | 0.03% | 1,550 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $12.04万 | 0.02% | 1,584 | 1,534 | 3,068.0% | $11.66万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $11.79万 | 0.02% | 1,683 | 1,683 | — | $11.79万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $11.65万 | 0.02% | 1,445 | 305 | 26.8% | $2.46万 | 加仓 |
| AZO | AUTOZONE INC | $11.51万 | 0.02% | 36 | -2 | -5.3% | -$6,392 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $11.39万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $11.30万 | 0.02% | 386 | 51 | 15.2% | $1.49万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $11.22万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $11.18万 | 0.02% | 105 | 35 | 50.0% | $3.73万 | 加仓 |
| ARTY | ISHARES TR | $11.07万 | 0.02% | 1,454 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $11.01万 | 0.02% | 2,208 | -31 | -1.4% | -$1,545 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $10.96万 | 0.02% | 1,130 | 1,130 | — | $10.96万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $10.95万 | 0.02% | 1,237 | -189 | -13.3% | -$1.67万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.62万 | 0.02% | 110 | -5 | -4.3% | -$4,825 | 减仓 |
| CSL | CARLISLE COS INC | $10.53万 | 0.02% | 290 | 290 | — | $10.53万 | 新建仓 |
| TFC | TRUIST FINL CORP | $10.26万 | 0.02% | 2,060 | -236 | -10.3% | -$1.18万 | 减仓 |
| IYF | ISHARES TR | $10.20万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $10.09万 | 0.02% | 137 | 20 | 17.1% | $1.47万 | 加仓 |
| SHEL | SHELL PLC | $10.08万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $9.52万 | 0.02% | 658 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.51万 | 0.02% | 1,650 | -42 | -2.5% | -$2,420 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $9.33万 | 0.02% | 800 | 20 | 2.6% | $2,333 | 加仓 |
| GDX | VANECK ETF TRUST | $9.28万 | 0.02% | 1,230 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $9.21万 | 0.02% | 371 | 0 | 0.0% | — | 不变 |