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 |
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC | $9,400 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $9,039 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9,011 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $8,959 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $8,959 | 0.00% | 100 | 25 | 33.3% | $2,240 | 加仓 |
| INTC | INTEL CORP | $8,826 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $8,658 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $8,602 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $8,600 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $8,445 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8,442 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $8,281 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $8,087 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8,039 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $7,978 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $7,963 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $7,913 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $7,904 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $7,797 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $7,794 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $7,782 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| SPGI | S&P GLOBAL INC | $7,657 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $7,635 | 0.00% | 30 | 15 | 100.0% | $3,818 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $7,545 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $7,423 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EQL | ALPS ETF TR | $7,420 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $7,351 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $7,340 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $7,281 | 0.00% | 45 | 45 | — | $7,281 | 新建仓 |
| IONQ | IONQ INC | $7,208 | 0.00% | 250 | -30 | -10.7% | -$865 | 减仓 |
| SNY | SANOFI SA | $7,179 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $7,155 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $7,116 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $7,095 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $7,056 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $6,838 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $6,802 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $6,772 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $6,767 | 0.00% | 50 | 50 | — | $6,767 | 新建仓 |
| WY | WEYERHAEUSER CO | $6,719 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $6,664 | 0.00% | 60 | 60 | — | $6,664 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $6,568 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,548 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $6,545 | 0.00% | 500 | -500 | -50.0% | -$6,545 | 减仓 |
| COPX | GLOBAL X FDS | $6,490 | 0.00% | 85 | 50 | 142.9% | $3,818 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $6,361 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $6,306 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $6,303 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $6,237 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6,061 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6,041 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5,851 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5,644 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $5,636 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5,461 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $5,388 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $5,302 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $5,235 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $5,042 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $4,889 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,834 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4,788 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $4,746 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $4,740 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $4,635 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $4,632 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $4,580 | 0.00% | 142 | 142 | — | $4,580 | 新建仓 |
| ALC | ALCON AG | $4,521 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $4,504 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $4,470 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $4,384 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $4,350 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $4,278 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $4,244 | 0.00% | 100 | 100 | — | $4,244 | 新建仓 |
| ACM | AECOM | $4,241 | 0.00% | 50 | 15 | 42.9% | $1,272 | 加仓 |
| BCS | BARCLAYS PLC | $4,232 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $4,197 | 0.00% | 13 | -115 | -89.8% | -$3.71万 | 减仓 |
| — | AVANOS MED INC | $4,189 | 0.00% | 299 | 299 | — | $4,189 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $4,090 | 0.00% | 125 | 125 | — | $4,090 | 新建仓 |
| FTNT | FORTINET INC | $4,086 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3,962 | 0.00% | 75 | 75 | — | $3,962 | 新建仓 |
| CCL | CARNIVAL CORP | $3,882 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $3,878 | 0.00% | 35 | 10 | 40.0% | $1,108 | 加仓 |
| DVY | ISHARES TR | $3,786 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $3,737 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $3,720 | 0.00% | 75 | -50 | -40.0% | -$2,480 | 减仓 |
| PINS | PINTEREST INC | $3,668 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $3,648 | 0.00% | 193 | 193 | — | $3,648 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $3,603 | 0.00% | 45 | 45 | — | $3,603 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,526 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $3,490 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3,465 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3,455 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $3,428 | 0.00% | 100 | 100 | — | $3,428 | 新建仓 |
| KHC | KRAFT HEINZ CO | $3,374 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $3,366 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $3,365 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3,354 | 0.00% | 50 | 50 | — | $3,354 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $3,279 | 0.00% | 25 | 0 | 0.0% | — | 不变 |