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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $7.64万 | 0.02% | 1,158 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $7.51万 | 0.02% | 172 | -900 | -84.0% | -$39.31万 | 减仓 |
| IYE | ISHARES TR | $7.38万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $7.30万 | 0.02% | 735 | -85 | -10.4% | -$8,442 | 减仓 |
| FDX | FEDEX CORP | $7.12万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7.08万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $7.03万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $6.99万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $6.95万 | 0.02% | 396 | 396 | — | $6.95万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6.92万 | 0.02% | 855 | -350 | -29.0% | -$2.83万 | 减仓 |
| IXUS | ISHARES TR | $6.80万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $6.77万 | 0.02% | 1,454 | 1,454 | — | $6.77万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $6.75万 | 0.02% | 117 | -5 | -4.1% | -$2,886 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6.62万 | 0.02% | 413 | 147 | 55.3% | $2.36万 | 加仓 |
| SLQD | ISHARES TR | $6.56万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $6.53万 | 0.02% | 1,140 | 1,140 | — | $6.53万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $6.52万 | 0.02% | 885 | -695 | -44.0% | -$5.12万 | 减仓 |
| UGI | UGI CORP NEW | $6.43万 | 0.02% | 1,765 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $6.42万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $6.35万 | 0.02% | 423 | 423 | — | $6.35万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $6.23万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $6.13万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6.08万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $5.94万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $5.79万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5.67万 | 0.01% | 251 | 25 | 11.1% | $5,651 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $5.66万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.58万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.50万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $5.44万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $5.43万 | 0.01% | 560 | -20 | -3.4% | -$1,938 | 减仓 |
| GEV | GE VERNOVA INC | $5.41万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.38万 | 0.01% | 1,089 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $5.25万 | 0.01% | 132 | -4 | -2.9% | -$1,592 | 减仓 |
| AFL | AFLAC INC | $5.18万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $5.14万 | 0.01% | 620 | 395 | 175.6% | $3.27万 | 加仓 |
| C | CITIGROUP INC | $5.09万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $5.02万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $5.00万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $4.96万 | 0.01% | 70 | 5 | 7.7% | $3,542 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $4.90万 | 0.01% | 1,250 | -3,700 | -74.7% | -$14.50万 | 减仓 |
| GM | GENERAL MTRS CO | $4.84万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $4.71万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4.60万 | 0.01% | 674 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.51万 | 0.01% | 115 | 55 | 91.7% | $2.15万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.49万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4.48万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $4.46万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4.44万 | 0.01% | 130 | 40 | 44.4% | $1.37万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $4.36万 | 0.01% | 400 | 140 | 53.8% | $1.53万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $4.20万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $4.14万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $4.12万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $4.11万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $4.08万 | 0.01% | 207 | 207 | — | $4.08万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4.06万 | 0.01% | 850 | 50 | 6.2% | $2,386 | 加仓 |
| SCZ | ISHARES TR | $4.05万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $3.98万 | 0.01% | 858 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $3.97万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $3.93万 | 0.01% | 711 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.90万 | 0.01% | 360 | 25 | 7.5% | $2,706 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3.78万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $3.77万 | 0.01% | 770 | 414 | 116.3% | $2.03万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.76万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.65万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $3.63万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3.56万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $3.55万 | 0.01% | 125 | 65 | 108.3% | $1.84万 | 加仓 |
| WELL | WELLTOWER INC | $3.48万 | 0.01% | 176 | -10 | -5.4% | -$1,977 | 减仓 |
| TJX | TJX COS INC NEW | $3.45万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $3.43万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $3.42万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $3.41万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $3.38万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.37万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3.37万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3.23万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.16万 | 0.01% | 73 | -8 | -9.9% | -$3,459 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3.10万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $3.01万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $2.95万 | 0.01% | 135 | 10 | 8.0% | $2,188 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2.91万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $2.88万 | 0.01% | 652 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $2.86万 | 0.01% | 838 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $2.85万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.83万 | 0.01% | 155 | -185 | -54.4% | -$3.37万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2.78万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.76万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.72万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2.71万 | 0.01% | 1,930 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.69万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.67万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $2.61万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $2.56万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $2.49万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2.45万 | 0.01% | 377 | 152 | 67.6% | $9,880 | 加仓 |
| CACI | CACI INTL INC | $2.45万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $2.44万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.42万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $2.34万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |