13F 机构持仓

Atlantic Edge Private Wealth Management, LLC

JACKSONVILLE FL · SEC CIK 0002011145

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IEFA 5.6%
EMXC 5.2%
JAAA 4.9%
UITB 4.4%
IJH 3.7%
KLAC 3.6%
IVV 3.6%
MDY 3.2%
IEMG 2.9%
AAPL 2.8%

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
SNDK SANDISK CORP $9.10万0.02%40 514.3% $1.14万 加仓
TPG TPG INC $9.02万0.02%2,225 2,225— $9.02万 新建仓
MS MORGAN STANLEY $8.99万0.02%430 00.0% — 不变
TSN TYSON FOODS INC $8.87万0.02%1,550 1,550— $8.87万 新建仓
IYM ISHARES TR $8.80万0.02%490 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $8.78万0.02%115 00.0% — 不变
TSLA TESLA INC $8.71万0.02%207 -20-8.8% -$8,412 减仓
DTE DTE ENERGY CO $8.69万0.02%570 00.0% — 不变
CLS CELESTICA INC $8.57万0.02%235 -201-46.1% -$7.33万 减仓
GE GE AEROSPACE $8.46万0.02%226 00.0% — 不变
SLV ISHARES SILVER TR $8.42万0.02%1,575 -25-1.6% -$1,337 减仓
SPG SIMON PPTY GROUP INC NEW $8.39万0.02%375 00.0% — 不变
TGT TARGET CORP $8.33万0.02%638 -25-3.8% -$3,265 减仓
MO ALTRIA GROUP INC $8.33万0.02%1,158 00.0% — 不变
IYK ISHARES TR $8.07万0.02%1,110 00.0% — 不变
GEV GE VERNOVA INC $7.99万0.02%68 69.7% $7,049 加仓
AEM AGNICO EAGLE MINES LTD 看跌期权 $7.76万0.02%500 00.0% — 不变
DASH DOORDASH INC $7.66万0.02%415 -8-1.9% -$1,476 减仓
VMC VULCAN MATLS CO $7.61万0.02%258 00.0% — 不变
IXUS ISHARES TR $7.49万0.02%785 00.0% — 不变
NOW SERVICENOW INC $7.45万0.02%750 -140-15.7% -$1.39万 减仓
AGG ISHARES TR $7.28万0.01%736 10.1% $99 加仓
HAS HASBRO INC $7.19万0.01%871 00.0% — 不变
VO VANGUARD INDEX FDS $6.99万0.01%868 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6.94万0.01%855 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $6.93万0.01%136 32.3% $1,528 加仓
OTIS OTIS WORLDWIDE CORP $6.80万0.01%950 -91-8.7% -$6,516 减仓
FFIV F5 INC $6.74万0.01%162 85.2% $3,328 加仓
VHT VANGUARD WORLD FD $6.73万0.01%225 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $6.63万0.01%1,257 48763.2% $2.57万 加仓
IWD ISHARES TR $6.57万0.01%271 00.0% — 不变
IYE ISHARES TR $6.45万0.01%1,140 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $6.35万0.01%200 00.0% — 不变
C CITIGROUP INC $6.28万0.01%449 00.0% — 不变
FDX FEDEX CORP $6.26万0.01%200 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $6.21万0.01%125 00.0% — 不变
UGI UGI CORP NEW $6.10万0.01%1,765 00.0% — 不变
DELL DELL TECHNOLOGIES INC $6.04万0.01%140 1512.0% $6,472 加仓
APP APPLOVIN CORP $6.03万0.01%117 -15-11.4% -$7,728 减仓
VPU VANGUARD WORLD FD $5.87万0.01%300 00.0% — 不变
XLF SELECT SECTOR SPDR TR $5.84万0.01%1,089 00.0% — 不变
EPR EPR PPTYS $5.80万0.01%1,000 00.0% — 不变
XLP SELECT SECTOR SPDR TR $5.73万0.01%690 00.0% — 不变
IYC ISHARES TR $5.66万0.01%560 00.0% — 不变
VGT VANGUARD WORLD FD $5.64万0.01%472 00.0% — 不变
AFL AFLAC INC $5.54万0.01%472 00.0% — 不变
MP MP MATERIALS CORP $5.47万0.01%976 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $5.46万0.01%674 00.0% — 不变
BB BLACKBERRY LTD $5.41万0.01%4,275 4,275— $5.41万 新建仓
TJX TJX COS INC NEW $5.35万0.01%353 13763.4% $2.08万 加仓
SPCX SPACE EXPLORATION TECHN CORP $5.17万0.01%303 303— $5.17万 新建仓
TSEM TOWER SEMICONDUCTOR LTD $5.16万0.01%198 -198-50.0% -$5.16万 减仓
GM GENERAL MTRS CO $5.01万0.01%650 00.0% — 不变
LIN LINDE PLC $4.98万0.01%96 2841.2% $1.45万 加仓
ET ENERGY TRANSFER L P $4.97万0.01%2,600 00.0% — 不变
MDT MEDTRONIC PLC $4.91万0.01%628 00.0% — 不变
BE BLOOM ENERGY CORP $4.84万0.01%160 00.0% — 不变
NBIS NEBIUS GROUP N.V. $4.71万0.01%171 96128.0% $2.65万 加仓
RNST RENASANT CORP $4.67万0.01%1,098 00.0% — 不变
VXUS VANGUARD STAR FDS $4.52万0.01%529 12731.6% $1.09万 加仓
LAMR LAMAR ADVERTISING CO $4.38万0.01%281 00.0% — 不变
FTV FORTIVE CORP $4.34万0.01%711 00.0% — 不变
SCZ ISHARES TR $4.25万0.01%516 00.0% — 不变
— FRANKLIN TEMPLETON DIGITAL H $4.24万0.01%1,250 00.0% — 不变
USB US BANCORP $4.23万0.01%700 507.7% $3,020 加仓
GD GENERAL DYNAMICS CORP $4.18万0.01%118 87.3% $2,834 加仓
GFS GLOBALFOUNDRIES INC $4.15万0.01%503 00.0% — 不变
WCC WESCO INTL INC $4.15万0.01%120 120— $4.15万 新建仓
TOL TOLL BROTHERS INC $4.12万0.01%250 00.0% — 不变
ED CONSOLIDATED EDISON INC $4.05万0.01%366 00.0% — 不变
FNF FIDELITY NATL FINL INC $4.05万0.01%858 00.0% — 不变
SLQD ISHARES TR $4.03万0.01%800 -500-38.5% -$2.52万 减仓
WELL WELLTOWER INC $3.99万0.01%176 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $3.98万0.01%755 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $3.97万0.01%120 00.0% — 不变
WULF TERAWULF INC $3.95万0.01%1,600 1006.7% $2,470 加仓
AZN ASTRAZENECA PLC $3.93万0.01%207 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $3.90万0.01%98 2840.0% $1.11万 加仓
VRT VERTIV HOLDINGS CO $3.85万0.01%115 65130.0% $2.18万 加仓
CF CF INDUSTRIES HOLD $3.73万0.01%345 00.0% — 不变
ASTS AST SPACEMOBILE INC $3.73万0.01%420 -200-32.3% -$1.78万 减仓
RGTI RIGETTI COMPUTING INC $3.73万0.01%1,930 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3.61万0.01%1,000 00.0% — 不变
XLU SELECT SECTOR SPDR TR $3.58万0.01%790 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $3.47万0.01%1,000 1,000— $3.47万 新建仓
— DBX ETF TR $3.44万0.01%838 00.0% — 不变
CEF SPROTT ASSET MANAGEMENT LP $3.42万0.01%850 00.0% — 不变
SU SUNCOR ENERGY INC NEW $3.41万0.01%635 00.0% — 不变
VDC VANGUARD WORLD FD $3.38万0.01%150 00.0% — 不变
NEM NEWMONT CORP $3.36万0.01%360 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $3.28万0.01%110 1010.0% $2,979 加仓
ITA ISHARES TR $3.27万0.01%135 00.0% — 不变
TCHP T ROWE PRICE EXCHANGE-TRADED $3.27万0.01%652 00.0% — 不变
HON HONEYWELL INTL INC $3.22万0.01%144 -107-42.6% -$2.40万 减仓
VV VANGUARD INDEX FDS $3.20万0.01%93 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $3.18万0.01%144 144— $3.18万 新建仓
DDS DILLARDS INC $3.17万0.01%60 00.0% — 不变
COF CAPITAL ONE FINL CORP $3.11万0.01%155 00.0% — 不变
IUSG ISHARES TR $3.10万0.01%165 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $3.09万0.01%1,050 00.0% — 不变