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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $2,633.48万 | 6.47% | 290,896 | 6,350 | 2.2% | $57.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,364.68万 | 5.81% | 469,461 | 28,474 | 6.5% | $143.42万 | 加仓 |
| MINT | PIMCO ETF TR | $2,354.26万 | 5.78% | 234,092 | 48,526 | 26.2% | $488.03万 | 加仓 |
| IJH | ISHARES TR | $1,546.64万 | 3.80% | 229,030 | 4,881 | 2.2% | $32.96万 | 加仓 |
| IVV | ISHARES TR | $1,494.77万 | 3.67% | 22,883 | -404 | -1.7% | -$26.39万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,378.83万 | 3.39% | 22,356 | -130 | -0.6% | -$8.02万 | 减仓 |
| EMXC | ISHARES INC | $1,368.01万 | 3.36% | 173,915 | 50,087 | 40.4% | $393.98万 | 加仓 |
| IEMG | ISHARES INC | $1,279.29万 | 3.14% | 183,411 | 9,909 | 5.7% | $69.12万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,266.88万 | 3.11% | 269,451 | -945 | -0.3% | -$4.44万 | 减仓 |
| AAPL | APPLE INC | $1,172.20万 | 2.88% | 46,188 | -3 | -0.0% | -$761 | 减仓 |
| KLAC | KLA CORP | $932.18万 | 2.29% | 6,331 | 295 | 4.9% | $43.44万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $861.44万 | 2.12% | 108,672 | -1,131 | -1.0% | -$8.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $823.55万 | 2.02% | 47,222 | -1,038 | -2.2% | -$18.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $710.64万 | 1.75% | 21,028 | 403 | 2.0% | $13.62万 | 加仓 |
| GOOGL | ALPHABET INC | $703.78万 | 1.73% | 24,474 | -23 | -0.1% | -$6,614 | 减仓 |
| ANGL | VANECK ETF TRUST | $678.03万 | 1.67% | 236,084 | 19,184 | 8.8% | $55.10万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $595.25万 | 1.46% | 110,130 | 7,398 | 7.2% | $39.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $577.10万 | 1.42% | 15,590 | -1,862 | -10.7% | -$68.93万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $574.00万 | 1.41% | 29,908 | 1,036 | 3.6% | $19.88万 | 加仓 |
| IVW | ISHARES TR | $573.38万 | 1.41% | 50,692 | -21,903 | -30.2% | -$247.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $536.04万 | 1.32% | 18,223 | 126 | 0.7% | $3.71万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $525.19万 | 1.29% | 102,497 | -92,951 | -47.6% | -$476.28万 | 减仓 |
| PWR | QUANTA SVCS INC | $477.15万 | 1.17% | 8,691 | 66 | 0.8% | $3.62万 | 加仓 |
| CSCO | CISCO SYS INC | $474.76万 | 1.17% | 61,188 | 14,207 | 30.2% | $110.23万 | 加仓 |
| EFA | ISHARES TR | $453.78万 | 1.11% | 46,719 | -1,455 | -3.0% | -$14.13万 | 减仓 |
| MCK | MCKESSON CORP | $446.27万 | 1.10% | 5,157 | -46 | -0.9% | -$3.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $438.78万 | 1.08% | 21,569 | 338 | 1.6% | $6.88万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $399.35万 | 0.98% | 62,320 | -2,775 | -4.3% | -$17.78万 | 减仓 |
| IWF | ISHARES TR | $373.82万 | 0.92% | 8,767 | 0 | 0.0% | — | 不变 |
| VSLU | ETF OPPORTUNITIES TRUST | $351.94万 | 0.86% | 84,176 | 4,265 | 5.3% | $17.83万 | 加仓 |
| META | META PLATFORMS INC | $307.06万 | 0.75% | 5,367 | -825 | -13.3% | -$47.20万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $307.01万 | 0.75% | 6,246 | -35 | -0.6% | -$1.72万 | 减仓 |
| CMI | CUMMINS INC | $293.65万 | 0.72% | 5,458 | -89 | -1.6% | -$4.79万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $285.40万 | 0.70% | 14,558 | 5,853 | 67.2% | $114.74万 | 加仓 |
| LOW | LOWES COS INC | $282.50万 | 0.69% | 11,956 | -82 | -0.7% | -$1.94万 | 减仓 |
| WAB | WABTEC | $275.35万 | 0.68% | 11,018 | 39 | 0.4% | $9,746 | 加仓 |
| ETN | EATON CORP PLC | $264.71万 | 0.65% | 7,401 | 88 | 1.2% | $3.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $262.57万 | 0.64% | 5,255 | -71 | -1.3% | -$3.55万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $261.93万 | 0.64% | 8,980 | -29 | -0.3% | -$8,459 | 减仓 |
| PFF | ISHARES TR | $257.78万 | 0.63% | 85,020 | -840 | -1.0% | -$2.55万 | 减仓 |
| URI | UNITED RENTALS INC | $244.36万 | 0.60% | 3,354 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $237.96万 | 0.58% | 23,020 | 677 | 3.0% | $7.00万 | 加仓 |
| NVT | NVENT ELEC PLC | $234.34万 | 0.58% | 19,812 | 949 | 5.0% | $11.22万 | 加仓 |
| APTV | APTIV PLC | $224.05万 | 0.55% | 32,265 | -25 | -0.1% | -$1,736 | 减仓 |
| BAC | BANK AMERICA CORP | $214.82万 | 0.53% | 44,065 | 1,803 | 4.3% | $8.79万 | 加仓 |
| DHI | D R HORTON INC | $212.66万 | 0.52% | 15,498 | 241 | 1.6% | $3.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $212.29万 | 0.52% | 42,288 | 20,361 | 92.9% | $102.21万 | 加仓 |
| MRK | MERCK & CO INC | $211.71万 | 0.52% | 17,600 | 5,358 | 43.8% | $64.45万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $202.98万 | 0.50% | 15,485 | 124 | 0.8% | $1.63万 | 加仓 |
| ORCL | ORACLE CORP | $196.44万 | 0.48% | 13,353 | -2,572 | -16.2% | -$37.84万 | 减仓 |
| VLO | VALERO ENERGY CORP | $193.74万 | 0.48% | 7,841 | -116 | -1.5% | -$2.87万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $192.51万 | 0.47% | 4,332 | -21 | -0.5% | -$9,332 | 减仓 |
| DHR | DANAHER CORP DEL | $181.64万 | 0.45% | 9,580 | -189 | -1.9% | -$3.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $179.24万 | 0.44% | 2,756 | -40 | -1.4% | -$2.60万 | 减仓 |
| UNP | UNION PAC CORP | $159.09万 | 0.39% | 6,557 | 73 | 1.1% | $1.77万 | 加仓 |
| CBRE | CBRE GROUP INC | $155.58万 | 0.38% | 11,485 | -151 | -1.3% | -$2.05万 | 减仓 |
| NFLX | NETFLIX INC. | $147.01万 | 0.36% | 15,290 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $146.88万 | 0.36% | 7,099 | 86 | 1.2% | $1.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $143.79万 | 0.35% | 6,686 | -19 | -0.3% | -$4,086 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $133.46万 | 0.33% | 5,506 | -3,473 | -38.7% | -$84.18万 | 减仓 |
| INCY | INCYTE CORP | $133.27万 | 0.33% | 14,160 | -356 | -2.5% | -$3.35万 | 减仓 |
| SYK | STRYKER CORPORATION | $128.91万 | 0.32% | 3,923 | -1,556 | -28.4% | -$51.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $121.68万 | 0.30% | 9,218 | 769 | 9.1% | $10.15万 | 加仓 |
| MET | METLIFE INC | $119.81万 | 0.29% | 16,941 | 1,282 | 8.2% | $9.07万 | 加仓 |
| EFV | ISHARES TR | $118.92万 | 0.29% | 15,995 | -745 | -4.5% | -$5.54万 | 减仓 |
| IJR | ISHARES TR | $116.81万 | 0.29% | 9,397 | 7,285 | 344.9% | $90.56万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $113.89万 | 0.28% | 1,474 | 10 | 0.7% | $7,726 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $113.81万 | 0.28% | 7,587 | 475 | 6.7% | $7.12万 | 加仓 |
| IUSV | ISHARES TR | $111.55万 | 0.27% | 10,910 | 95 | 0.9% | $9,714 | 加仓 |
| LLY | ELI LILLY & CO | $111.29万 | 0.27% | 1,210 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $107.82万 | 0.26% | 3,047 | -47 | -1.5% | -$1.66万 | 减仓 |
| RTX | RTX CORPORATION | $99.29万 | 0.24% | 5,147 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $95.82万 | 0.24% | 4,538 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $94.80万 | 0.23% | 7,155 | -30 | -0.4% | -$3,975 | 减仓 |
| VTI | VANGUARD INDEX FDS | $90.19万 | 0.22% | 2,811 | -236 | -7.7% | -$7.57万 | 减仓 |
| IJK | ISHARES TR | $86.36万 | 0.21% | 8,583 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $85.02万 | 0.21% | 8,822 | -1,700 | -16.2% | -$16.38万 | 减仓 |
| FISV | FISERV INC | $79.63万 | 0.20% | 14,270 | -820 | -5.4% | -$4.58万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $79.48万 | 0.20% | 2,430 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $77.99万 | 0.19% | 2,433 | 96 | 4.1% | $3.08万 | 加仓 |
| LKQ | LKQ CORP | $73.38万 | 0.18% | 24,986 | 1,024 | 4.3% | $3.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.37万 | 0.17% | 2,879 | 245 | 9.3% | $5.99万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $69.60万 | 0.17% | 44,935 | 44,935 | — | $69.60万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $67.03万 | 0.16% | 2,335 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $65.46万 | 0.16% | 9,115 | -125 | -1.4% | -$8,978 | 减仓 |
| MPC | MARATHON PETE CORP | $65.44万 | 0.16% | 2,680 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $64.07万 | 0.16% | 13,396 | -250 | -1.8% | -$1.20万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $62.77万 | 0.15% | 23,840 | 409 | 1.7% | $1.08万 | 加仓 |
| KO | COCA COLA CO | $60.68万 | 0.15% | 7,979 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $56.30万 | 0.14% | 2,703 | -173 | -6.0% | -$3.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $55.99万 | 0.14% | 937 | -1,419 | -60.2% | -$84.79万 | 减仓 |
| GOOG | ALPHABET INC | $55.59万 | 0.14% | 1,938 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $52.55万 | 0.13% | 2,416 | -25 | -1.0% | -$5,438 | 减仓 |
| AVGO | BROADCOM INC | $50.54万 | 0.12% | 1,633 | 765 | 88.1% | $23.68万 | 加仓 |
| INGR | INGREDION INC | $50.25万 | 0.12% | 4,460 | 86 | 2.0% | $9,689 | 加仓 |
| HD | HOME DEPOT INC | $49.26万 | 0.12% | 1,498 | -15 | -1.0% | -$4,933 | 减仓 |
| DE | DEERE & CO | $47.09万 | 0.12% | 836 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $45.68万 | 0.11% | 540 | 8 | 1.5% | $6,768 | 加仓 |
| IJT | ISHARES TR | $44.53万 | 0.11% | 3,077 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $44.25万 | 0.11% | 3,831 | -60 | -1.5% | -$6,930 | 减仓 |