13F 机构持仓

Atlantic Edge Private Wealth Management, LLC

JACKSONVILLE FL · SEC CIK 0002011145

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.5%
JAAA 5.8%
MINT 5.8%
IJH 3.8%
IVV 3.7%
MDY 3.4%
EMXC 3.4%
IEMG 3.1%
UITB 3.1%
AAPL 2.9%

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
DLO DLOCAL LTD $3,2430.00%250 -250-50.0% -$3,243 减仓
EUAD SPINNAKER ETF SERIES $3,0560.00%75 00.0% — 不变
EZM WISDOMTREE TR $3,0250.00%45 00.0% — 不变
XYZ BLOCK INC $3,0090.00%50 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $2,9630.00%750 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $2,9530.00%15 00.0% — 不变
SSRM SSR MINING IN $2,9380.00%100 00.0% — 不变
KMB KIMBERLY-CLARK CORP $2,8950.00%30 00.0% — 不变
ARKQ ARK ETF TR $2,8120.00%25 00.0% — 不变
ETR ENTERGY CORP NEW $2,8090.00%25 25— $2,809 新建仓
LW LAMB WESTON HLDGS INC $2,7900.00%66 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $2,7600.00%109 00.0% — 不变
WM WASTE MGMT INC DEL $2,7580.00%12 00.0% — 不变
— WARNER BROS DISCOVERY INC $2,7460.00%100 00.0% — 不变
CCJ CAMECO CORP $2,7160.00%25 00.0% — 不变
UEC URANIUM ENERGY CORP $2,7000.00%200 00.0% — 不变
TFPM TRIPLE FLAG PRECIOUS METAL $2,6040.00%75 75— $2,604 新建仓
USTB VICTORY PORTFOLIOS II $2,5290.00%50 50— $2,529 新建仓
MTD METTLER TOLEDO INTERNATIONAL $2,5230.00%2 00.0% — 不变
USXF ISHARES TR $2,4840.00%45 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $2,4770.00%34 00.0% — 不变
ADBE ADOBE INC $2,4310.00%10 -2,818-99.6% -$68.51万 减仓
WAT WATERS CORP $2,3830.00%8 8— $2,383 新建仓
TMC TMC THE METALS COMPANY INC $2,3350.00%500 00.0% — 不变
USAR USA RARE EARTH INC $2,2710.00%150 5050.0% $757 加仓
OUNZ VANECK MERK GOLD ETF $2,2530.00%50 50— $2,253 新建仓
DLTR DOLLAR TREE INC $2,1910.00%20 00.0% — 不变
TXT TEXTRON INC $2,1890.00%25 00.0% — 不变
SMR NUSCALE PWR CORP $2,1680.00%200 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $2,1360.00%30 00.0% — 不变
— SEABRIDGE GOLD INC $2,1260.00%75 2550.0% $709 加仓
AUGO AURA MINERALS INC $2,0400.00%25 25— $2,040 新建仓
BFLY BUTTERFLY NETWORK INC $2,0200.00%500 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTA $1,8850.00%87 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $1,8700.00%100 00.0% — 不变
GIS GENERAL MILLS INC $1,8610.00%50 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $1,8600.00%62 3093.8% $900 加仓
— ETF SER SOLUTIONS $1,7980.00%200 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $1,7950.00%5 5— $1,795 新建仓
RGEN REPLIGEN CORP $1,7680.00%15 00.0% — 不变
FCF FIRST COMWLTH FINL CORP PA $1,7580.00%100 00.0% — 不变
SCCO SOUTHERN COPPER CORP $1,7210.00%10 00.0% — 不变
SZZL SIZZLE ACQUISITION CORP. II $1,6970.00%165 165— $1,697 新建仓
ARKK ARK ETF TR $1,6900.00%25 00.0% — 不变
MU MICRON TECHNOLOGY INC $1,6900.00%5 5— $1,690 新建仓
KRE SPDR SERIES TRUST $1,6290.00%25 00.0% — 不变
BPOP POPULAR INC $1,6110.00%12 00.0% — 不变
— GLOBAL X FDS $1,5990.00%70 00.0% — 不变
O REALTY INCOME CORP $1,5300.00%25 00.0% — 不变
— U S GOLD CORP $1,5190.00%100 00.0% — 不变
MAS MASCO CORP $1,5100.00%25 -80-76.2% -$4,832 减仓
IEP ICAHN ENTERPRISES LP $1,5100.00%200 00.0% — 不变
PCVX VAXCYTE INC $1,4530.00%25 00.0% — 不变
— NEOS ETF TRUST $1,4160.00%25 25— $1,416 新建仓
BSV VANGUARD BD INDEX FDS $1,4120.00%18 -25-58.1% -$1,961 减仓
— ARK ETF TR $1,3460.00%50 00.0% — 不变
DXYZ DESTINY TECH100 INC $1,3390.00%50 00.0% — 不变
VRSK VERISK ANALYTICS INC $1,3290.00%7 00.0% — 不变
— OCCIDENTAL PETE CORP $1,2870.00%30 19172.7% $815 加仓
NGVT INGEVITY CORP $1,2830.00%18 00.0% — 不变
APH AMPHENOL CORP $1,2640.00%10 10— $1,264 新建仓
SAN BANCO SANTANDER SA $1,1280.00%100 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $1,1200.00%13 13— $1,120 新建仓
SOLV SOLVENTUM CORP $1,1110.00%17 00.0% — 不变
BSOL BITWISE SOLANA STAKING ETF $1,1050.00%100 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $1,0740.00%50 50— $1,074 新建仓
— VERSAMET ROYALTIES CORP $9510.00%100 100— $951 新建仓
VTRS VIATRIS INC $9330.00%69 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $8890.00%24 24— $889 新建仓
STN STANTEC INC $8640.00%10 00.0% — 不变
— AMPLIFY ETF TR $8520.00%37 00.0% — 不变
GPC GENUINE PARTS CO $8460.00%8 00.0% — 不变
RR RICHTECH ROBOTICS INC $8360.00%400 -400-50.0% -$836 减仓
ADNT ADIENT PLC $8090.00%40 00.0% — 不变
AMCR AMCOR PLC $7950.00%20 20— $795 新建仓
SOFI SOFI TECHNOLOGIES INC $7940.00%50 50— $794 新建仓
— BITWISE XRP ETF $7520.00%50 50— $752 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $7400.00%16 16— $740 新建仓
EQX EQUINOX GOLD CORP $7230.00%50 50— $723 新建仓
EL LAUDER ESTEE COS INC $7180.00%10 -15-60.0% -$1,077 减仓
TMQ TRILOGY METALS INC NEW $7180.00%200 00.0% — 不变
KEY KEYCORP $6820.00%34 00.0% — 不变
RACE FERRARI N V $6770.00%2 00.0% — 不变
HOG HARLEY DAVIDSON INC $6680.00%33 00.0% — 不变
— CYBIN INC $6580.00%137 00.0% — 不变
— FURY GOLD MINES LIMITED $6100.00%1,000 00.0% — 不变
UA UNDER ARMOUR INC $5790.00%100 100— $579 新建仓
— SWARMER INC $4720.00%10 10— $472 新建仓
AMN AMN HEALTHCARE SVCS INC $3310.00%18 00.0% — 不变
— GRAYSCALE COINDESK CRYPTO $3120.00%10 -65-86.7% -$2,028 减仓
— WILLAMETTE VALLEY VINEYARDS $2570.00%100 00.0% — 不变
EMBC EMBECTA CORP $1600.00%18 00.0% — 不变
ACCO ACCO BRANDS CORP $1290.00%43 00.0% — 不变
YEXT YEXT INC $960.00%25 00.0% — 不变
— WW INTL INC $420.00%3 00.0% — 不变
— CANOPY GROWTH CORPORATION $240.00%25 00.0% — 不变
— AQUABOUNTY TECHNOLOGIES INC $130.00%14 00.0% — 不变
— BRISTOL-MYERS SQUIBB CO $20.00%16 00.0% — 不变
SCHK SCHWAB STRATEGIC TR $10.00%0 0— -$1 清仓
ITM VANECK ETF TRUST $10.00%0 0— -$1 清仓