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
PGR PROGRESSIVE CORP $3.04万0.01%139 4852.7% $1.05万 加仓
PH PARKER-HANNIFIN CORP $2.93万0.01%30 18150.0% $1.76万 加仓
XLY SELECT SECTOR SPDR TR $2.93万0.01%250 00.0% — 不变
OR OR ROYALTIES INC. $2.85万0.01%900 00.0% — 不变
INTC INTEL CORP $2.79万0.01%200 00.0% — 不变
MMM 3M CO $2.75万0.01%170 -10-5.6% -$1,619 减仓
ICE INTERCONTINENTAL EXCHANGE IN $2.70万0.01%219 7956.4% $9,726 加仓
IWB ISHARES TR $2.66万0.01%65 00.0% — 不变
RMD RESMED INC $2.61万0.01%134 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $2.61万0.01%283 6831.6% $6,262 加仓
TDG TRANSDIGM GROUP INC $2.53万0.01%19 872.7% $1.07万 加仓
BJ BJS WHSL CLUB HLDGS INC $2.53万0.01%290 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $2.52万0.01%93 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $2.51万0.01%67 00.0% — 不变
ABG ASBURY AUTOMOTIVE GROUP INC $2.51万0.01%125 00.0% — 不变
VB VANGUARD INDEX FDS $2.49万0.01%82 00.0% — 不变
BTI BRITISH AMERN TOB PLC $2.47万0.01%400 00.0% — 不变
COR CENCORA INC $2.41万0.00%85 00.0% — 不变
SPGI S&P GLOBAL INC $2.40万0.00%59 41227.8% $1.67万 加仓
— TIDAL TRUST III $2.40万0.00%1,300 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $2.38万0.00%82 22.5% $581 加仓
CIB GRUPO CIBEST SA $2.38万0.00%300 00.0% — 不变
CAH CARDINAL HEALTH INC $2.38万0.00%100 00.0% — 不变
PPL PPL CORP $2.37万0.00%653 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $2.36万0.00%41 1664.0% $9,227 加仓
MNST MONSTER BEVERAGE CORP NEW $2.31万0.00%240 00.0% — 不变
LNG CHENIERE ENERGY INC $2.27万0.00%95 -30-24.0% -$7,170 减仓
MU MICRON TECHNOLOGY INC $2.27万0.00%20 15300.0% $1.70万 加仓
WDC WESTERN DIGITAL CORP $2.24万0.00%35 00.0% — 不变
UNM UNUM GROUP $2.23万0.00%250 00.0% — 不变
DFH DREAM FINDERS HOMES INC $2.22万0.00%1,288 00.0% — 不变
USTB VICTORY PORTFOLIOS II $2.20万0.00%435 385770.0% $1.95万 加仓
GWW WW GRAINGER INC $2.18万0.00%16 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $2.17万0.00%699 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $2.16万0.00%1,025 1,025— $2.16万 新建仓
SCHE SCHWAB STRATEGIC TR $2.15万0.00%592 00.0% — 不变
QCOM QUALCOMM INC $2.13万0.00%115 54.5% $924 加仓
CACI CACI INTL INC $2.08万0.00%45 00.0% — 不变
YUM YUM BRANDS INC $2.08万0.00%130 00.0% — 不变
APH AMPHENOL CORP $2.06万0.00%117 1071,070.0% $1.89万 加仓
SCHG SCHWAB STRATEGIC TR $2.06万0.00%609 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $2.06万0.00%483 23897.1% $1.02万 加仓
STM STMICROELECTRONICS N V $2.06万0.00%275 175175.0% $1.31万 加仓
LITE LUMENTUM HLDGS INC $2.06万0.00%24 24— $2.06万 新建仓
EFG ISHARES TR $2.05万0.00%165 -25-13.2% -$3,111 减仓
MELI MERCADOLIBRE INC $2.04万0.00%12 12— $2.04万 新建仓
FLEX FLEX LTD $2.03万0.00%125 125— $2.03万 新建仓
BLK BLACKROCK INC $2.02万0.00%21 00.0% — 不变
DECK DECKERS OUTDOOR CORP $1.99万0.00%200 -25-11.1% -$2,482 减仓
VFH VANGUARD WORLD FD $1.97万0.00%150 00.0% — 不变
J JACOBS SOLUTIONS INC $1.95万0.00%155 00.0% — 不变
MCO MOODYS CORP $1.95万0.00%43 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $1.93万0.00%86 00.0% — 不变
EBAY EBAY INC. $1.92万0.00%172 00.0% — 不变
ANET ARISTA NETWORKS INC $1.92万0.00%113 113— $1.92万 新建仓
CB CHUBB LIMITED $1.91万0.00%56 00.0% — 不变
INTU INTUIT $1.91万0.00%73 00.0% — 不变
SCHW SCHWAB CHARLES CORP $1.85万0.00%200 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.83万0.00%377 00.0% — 不变
IGM ISHARES TR $1.80万0.00%110 00.0% — 不变
ALL ALLSTATE CORP $1.78万0.00%75 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1.78万0.00%100 50100.0% $8,912 加仓
EMR EMERSON ELEC CO $1.75万0.00%122 00.0% — 不变
CMCSA COMCAST CORP NEW $1.72万0.00%702 10016.6% $2,455 加仓
RAL RALLIANT CORP $1.72万0.00%234 00.0% — 不变
VAW VANGUARD WORLD FD $1.72万0.00%75 -10-11.8% -$2,288 减仓
PFE PFIZER INC $1.67万0.00%692 00.0% — 不变
PEP PEPSICO INC $1.65万0.00%122 00.0% — 不变
RKLB ROCKET LAB CORP $1.63万0.00%160 106.7% $1,016 加仓
LUNR INTUITIVE MACHINES INC $1.60万0.00%750 253.4% $535 加仓
XOP SPDR SERIES TRUST $1.54万0.00%100 00.0% — 不变
IWO ISHARES TR $1.54万0.00%39 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $1.51万0.00%100 100— $1.51万 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $1.51万0.00%275 275— $1.51万 新建仓
UAN CVR PARTNERS LP/CVR NITROGEN $1.50万0.00%135 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC $1.48万0.00%100 100— $1.48万 新建仓
CORZ CORE SCIENTIFIC INC NEW $1.47万0.00%575 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1.47万0.00%111 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $1.47万0.00%42 -472-91.8% -$16.52万 减仓
VEU VANGUARD INTL EQUITY INDEX F $1.47万0.00%175 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $1.45万0.00%393 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $1.45万0.00%650 00.0% — 不变
QBTS D-WAVE QUANTUM INC $1.44万0.00%600 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $1.40万0.00%125 00.0% — 不变
XLE SELECT SECTOR SPDR TR $1.38万0.00%260 00.0% — 不变
IONQ IONQ INC $1.33万0.00%250 00.0% — 不变
KNTK KINETIK HOLDINGS INC $1.33万0.00%275 00.0% — 不变
VOD VODAFONE GROUP PLC $1.32万0.00%1,000 00.0% — 不变
NVO NOVO-NORDISK A S $1.32万0.00%275 00.0% — 不变
AGNC AGNC INVT CORP $1.31万0.00%1,200 00.0% — 不变
HWM HOWMET AEROSPACE INC $1.29万0.00%48 00.0% — 不变
ING ING GROEP N.V. $1.26万0.00%400 00.0% — 不变
WFC WELLS FARGO & CO $1.24万0.00%150 00.0% — 不变
INGR INGREDION INC $1.23万0.00%130 -4,330-97.1% -$41.01万 减仓
CIEN CIENA CORP $1.23万0.00%25 00.0% — 不变
VOE VANGUARD INDEX FDS $1.21万0.00%61 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1.20万0.00%125 00.0% — 不变
KKR KKR & CO INC $1.19万0.00%130 00.0% — 不变
HST HOST HOTELS & RESORTS INC $1.19万0.00%500 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $1.18万0.00%90 00.0% — 不变