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 |
|---|---|---|---|---|---|---|---|---|
| MICC | MAGNUM ICE CREAM CO NV | $1.18万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.18万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $1.18万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.17万 | 0.00% | 132 | 2 | 1.5% | $177 | 加仓 |
| TTE | TOTALENERGIES SE | $1.17万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.16万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $1.12万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.11万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.11万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1.10万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $1.10万 | 0.00% | 78 | -19 | -19.6% | -$2,672 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.09万 | 0.00% | 120 | 120 | — | $1.09万 | 新建仓 |
| ZTS | ZOETIS INC | $1.08万 | 0.00% | 150 | -29 | -16.2% | -$2,084 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $1.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $1.05万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $1.04万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.03万 | 0.00% | 30 | 30 | — | $1.03万 | 新建仓 |
| SBUX | STARBUCKS CORP | $1.02万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.02万 | 0.00% | 120 | 120 | — | $1.02万 | 新建仓 |
| PSX | PHILLIPS 66 | $1.01万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $1.00万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $9,958 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $9,496 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $9,476 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $9,380 | 0.00% | 45 | -20 | -30.8% | -$4,169 | 减仓 |
| RY | ROYAL BK CDA | $9,314 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $9,291 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $9,262 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $9,248 | 0.00% | 205 | 205 | — | $9,248 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9,221 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $9,104 | 0.00% | 508 | 508 | — | $9,104 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $9,079 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8,991 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $8,961 | 0.00% | 190 | 190 | — | $8,961 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $8,835 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $8,829 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $8,789 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $8,694 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $8,673 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $8,646 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $8,577 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $8,535 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $8,225 | 0.00% | 2,241 | 2,241 | — | $8,225 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $7,976 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $7,958 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $7,943 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EQL | ALPS ETF TR | $7,871 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $7,746 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $7,713 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $7,681 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $7,674 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $7,605 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $7,504 | 0.00% | 113 | 113 | — | $7,504 | 新建仓 |
| FLS | FLOWSERVE CORP | $7,416 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $7,390 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $7,348 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $7,319 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $7,306 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $7,303 | 0.00% | 50 | -50 | -50.0% | -$7,303 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7,284 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $7,250 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7,194 | 0.00% | 225 | 225 | — | $7,194 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $6,983 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $6,943 | 0.00% | 13 | -2 | -13.3% | -$1,068 | 减仓 |
| IREN | IREN LIMITED | $6,860 | 0.00% | 150 | 50 | 50.0% | $2,287 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $6,734 | 0.00% | 125 | 125 | — | $6,734 | 新建仓 |
| T | AT&T INC | $6,728 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6,618 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6,604 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $6,584 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $6,543 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6,506 | 0.00% | 120 | 120 | — | $6,506 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $6,366 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $6,357 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $6,323 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $6,320 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $6,148 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $5,989 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $5,948 | 0.00% | 50 | 50 | — | $5,948 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,943 | 0.00% | 110 | 110 | — | $5,943 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $5,730 | 0.00% | 201 | 201 | — | $5,730 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $5,725 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $5,619 | 0.00% | 125 | -100 | -44.4% | -$4,495 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $5,579 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $5,521 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $5,423 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $5,372 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $5,325 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $5,289 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $5,228 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $5,224 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $5,208 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,134 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $5,056 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $4,994 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $4,813 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $4,695 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $4,619 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INC | $4,505 | 0.00% | 175 | 175 | — | $4,505 | 新建仓 |