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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $2,727.07万 | 5.57% | 282,364 | -8,532 | -2.9% | -$82.40万 | 减仓 |
| EMXC | ISHARES INC | $2,558.55万 | 5.23% | 250,102 | 76,187 | 43.8% | $779.39万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,383.31万 | 4.87% | 472,036 | 2,575 | 0.5% | $13.00万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $2,158.46万 | 4.41% | 460,836 | 191,385 | 71.0% | $896.41万 | 加仓 |
| IJH | ISHARES TR | $1,797.98万 | 3.67% | 233,171 | 4,141 | 1.8% | $31.93万 | 加仓 |
| KLAC | KLA CORP | $1,777.53万 | 3.63% | 58,915 | -4,395 | -6.9% | -$132.60万 | 减仓 |
| IVV | ISHARES TR | $1,770.95万 | 3.62% | 23,648 | 765 | 3.3% | $57.29万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,589.13万 | 3.25% | 22,594 | 238 | 1.1% | $16.74万 | 加仓 |
| IEMG | ISHARES INC | $1,414.76万 | 2.89% | 170,783 | -12,628 | -6.9% | -$104.61万 | 减仓 |
| AAPL | APPLE INC | $1,348.04万 | 2.75% | 46,587 | 399 | 0.9% | $11.55万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,267.33万 | 2.59% | 172,637 | 171,752 | 19,407.0% | $1,260.83万 | 加仓 |
| MINT | PIMCO ETF TR | $1,232.73万 | 2.52% | 122,282 | -111,810 | -47.8% | -$1,127.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,081.31万 | 2.21% | 18,614 | -2,955 | -13.7% | -$171.66万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,036.23万 | 2.12% | 21,698 | 670 | 3.2% | $32.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $947.22万 | 1.94% | 47,340 | 118 | 0.2% | $2.36万 | 加仓 |
| GOOGL | ALPHABET INC | $875.92万 | 1.79% | 24,510 | 36 | 0.1% | $1.29万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $759.69万 | 1.55% | 96,127 | -12,545 | -11.5% | -$99.14万 | 减仓 |
| CSCO | CISCO SYS INC | $725.82万 | 1.48% | 61,793 | 605 | 1.0% | $7.11万 | 加仓 |
| IVW | ISHARES TR | $700.16万 | 1.43% | 50,909 | 217 | 0.4% | $2.98万 | 加仓 |
| ANGL | VANECK ETF TRUST | $691.39万 | 1.41% | 236,455 | 371 | 0.2% | $1.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $676.90万 | 1.38% | 113,403 | 3,273 | 3.0% | $19.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $665.15万 | 1.36% | 31,262 | 1,354 | 4.5% | $28.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $601.57万 | 1.23% | 18,378 | 155 | 0.9% | $5.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $582.81万 | 1.19% | 15,624 | 34 | 0.2% | $1.27万 | 加仓 |
| PWR | QUANTA SVCS INC | $564.94万 | 1.15% | 7,846 | -845 | -9.7% | -$60.84万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $521.84万 | 1.07% | 95,087 | -7,410 | -7.2% | -$40.67万 | 减仓 |
| EFA | ISHARES TR | $513.10万 | 1.05% | 49,394 | 2,675 | 5.7% | $27.79万 | 加仓 |
| IWF | ISHARES TR | $435.44万 | 0.89% | 35,068 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $435.12万 | 0.89% | 61,070 | -1,250 | -2.0% | -$8.91万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $407.05万 | 0.83% | 12,330 | 3,350 | 37.3% | $110.59万 | 加仓 |
| URI | UNITED RENTALS INC | $404.56万 | 0.83% | 3,571 | 217 | 6.5% | $24.58万 | 加仓 |
| CMI | CUMMINS INC | $400.98万 | 0.82% | 5,622 | 164 | 3.0% | $11.70万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $386.30万 | 0.79% | 83,531 | -645 | -0.8% | -$2.98万 | 减仓 |
| NVT | NVENT ELEC PLC | $344.54万 | 0.70% | 20,314 | 502 | 2.5% | $8.51万 | 加仓 |
| MCK | MCKESSON CORP | $323.47万 | 0.66% | 4,281 | -876 | -17.0% | -$66.19万 | 减仓 |
| ETN | EATON CORP PLC | $322.19万 | 0.66% | 7,561 | 160 | 2.2% | $6.82万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $305.88万 | 0.63% | 14,848 | 290 | 2.0% | $5.97万 | 加仓 |
| META | META PLATFORMS INC | $304.80万 | 0.62% | 5,411 | 44 | 0.8% | $2.48万 | 加仓 |
| WAB | WABTEC | $300.01万 | 0.61% | 11,128 | 110 | 1.0% | $2.97万 | 加仓 |
| ORCL | ORACLE CORP | $299.61万 | 0.61% | 20,444 | 7,091 | 53.1% | $103.92万 | 加仓 |
| UNP | UNION PAC CORP | $282.40万 | 0.58% | 10,382 | 3,825 | 58.3% | $104.04万 | 加仓 |
| BAC | BANK OF AMER CORP | $279.72万 | 0.57% | 49,092 | 5,027 | 11.4% | $28.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $272.31万 | 0.56% | 5,302 | 47 | 0.9% | $2.41万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $255.51万 | 0.52% | 22,636 | -384 | -1.7% | -$4.33万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $251.05万 | 0.51% | 30,785 | 30,785 | — | $251.05万 | 新建仓 |
| PFF | ISHARES TR | $246.81万 | 0.50% | 80,947 | -4,073 | -4.8% | -$12.42万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $242.31万 | 0.50% | 4,833 | -1,413 | -22.6% | -$70.84万 | 减仓 |
| MET | METLIFE INC | $232.19万 | 0.47% | 27,443 | 10,502 | 62.0% | $88.86万 | 加仓 |
| MRK | MERCK & CO INC | $224.01万 | 0.46% | 17,433 | -167 | -0.9% | -$2.15万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $215.15万 | 0.44% | 15,726 | 241 | 1.6% | $3.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $206.19万 | 0.42% | 2,761 | 5 | 0.2% | $3,734 | 加仓 |
| LOW | LOWES COS INC | $205.30万 | 0.42% | 9,311 | -2,645 | -22.1% | -$58.32万 | 减仓 |
| VLO | VALERO ENERGY CORP | $199.53万 | 0.41% | 7,661 | -180 | -2.3% | -$4.69万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $196.21万 | 0.40% | 4,277 | -55 | -1.3% | -$2.52万 | 减仓 |
| APTV | APTIV PLC | $193.16万 | 0.39% | 31,470 | -795 | -2.5% | -$4.88万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $186.52万 | 0.38% | 5,512 | 2,465 | 80.9% | $83.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.70万 | 0.35% | 40,553 | -1,735 | -4.1% | -$7.35万 | 减仓 |
| DHI | D R HORTON INC | $170.26万 | 0.35% | 10,453 | -5,045 | -32.6% | -$82.18万 | 减仓 |
| INCY | INCYTE CORP | $164.77万 | 0.34% | 14,535 | 375 | 2.6% | $4.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $158.23万 | 0.32% | 6,687 | 1 | 0.0% | $237 | 加仓 |
| LLY | ELI LILLY & CO | $154.85万 | 0.32% | 1,291 | 81 | 6.7% | $9.72万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $154.58万 | 0.32% | 24,580 | 24,230 | 6,922.9% | $152.38万 | 加仓 |
| IJR | ISHARES TR | $152.27万 | 0.31% | 10,267 | 870 | 9.3% | $12.90万 | 加仓 |
| CBRE | CBRE GROUP INC | $151.93万 | 0.31% | 11,280 | -205 | -1.8% | -$2.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $148.93万 | 0.30% | 5,296 | -210 | -3.8% | -$5.91万 | 减仓 |
| IUSV | ISHARES TR | $146.61万 | 0.30% | 13,310 | 2,400 | 22.0% | $26.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $142.51万 | 0.29% | 2,075 | 1,138 | 121.5% | $78.16万 | 加仓 |
| DHR | DANAHER CORP DEL | $139.91万 | 0.29% | 7,345 | -2,235 | -23.3% | -$42.57万 | 减仓 |
| SYK | STRYKER CORPORATION | $139.32万 | 0.28% | 4,425 | 502 | 12.8% | $15.80万 | 加仓 |
| EFV | ISHARES TR | $116.97万 | 0.24% | 15,280 | -715 | -4.5% | -$5.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $112.67万 | 0.23% | 6,797 | -302 | -4.3% | -$5.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $110.49万 | 0.23% | 12,827 | 11,795 | 1,142.9% | $101.60万 | 加仓 |
| IJJ | ISHARES TR | $105.70万 | 0.22% | 7,155 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $104.05万 | 0.21% | 5,200 | 3,000 | 136.4% | $60.03万 | 加仓 |
| NFLX | NETFLIX INC. | $103.87万 | 0.21% | 14,547 | -743 | -4.9% | -$5.31万 | 减仓 |
| IVE | ISHARES TR | $103.04万 | 0.21% | 4,538 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $101.71万 | 0.21% | 7,313 | -274 | -3.6% | -$3.81万 | 减仓 |
| IJK | ISHARES TR | $100.85万 | 0.21% | 8,583 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $100.44万 | 0.21% | 2,714 | -97 | -3.5% | -$3.59万 | 减仓 |
| COP | CONOCOPHILLIPS | $98.40万 | 0.20% | 9,465 | 247 | 2.7% | $2.57万 | 加仓 |
| CVS | CVS HEALTH CORP | $96.57万 | 0.20% | 9,335 | 220 | 2.4% | $2.28万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $92.82万 | 0.19% | 28,360 | 4,520 | 19.0% | $14.79万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $90.35万 | 0.18% | 1,449 | -25 | -1.7% | -$1.56万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $90.05万 | 0.18% | 2,430 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $89.74万 | 0.18% | 4,730 | -417 | -8.1% | -$7.91万 | 减仓 |
| DIS | DISNEY WALT CO | $87.15万 | 0.18% | 9,055 | 233 | 2.6% | $2.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $77.34万 | 0.16% | 3,045 | 166 | 5.8% | $4.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $75.68万 | 0.15% | 2,198 | -235 | -9.7% | -$8.09万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $73.47万 | 0.15% | 2,335 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $73.15万 | 0.15% | 44,935 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $68.52万 | 0.14% | 2,680 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $68.48万 | 0.14% | 1,938 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $67.93万 | 0.14% | 1,798 | 165 | 10.1% | $6.23万 | 加仓 |
| AMZN | AMAZON COM INC | $66.33万 | 0.14% | 2,783 | 80 | 3.0% | $1.91万 | 加仓 |
| KO | COCA COLA CO | $64.86万 | 0.13% | 7,981 | 2 | 0.0% | $163 | 加仓 |
| ABBV | ABBVIE INC | $60.82万 | 0.12% | 2,417 | 1 | 0.0% | $252 | 加仓 |
| SHM | SPDR SERIES TRUST | $59.70万 | 0.12% | 12,446 | -950 | -7.1% | -$4.56万 | 减仓 |
| LKQ | LKQ CORP | $55.72万 | 0.11% | 21,161 | -3,825 | -15.3% | -$10.07万 | 减仓 |
| IJT | ISHARES TR | $54.96万 | 0.11% | 3,077 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $53.98万 | 0.11% | 2,140 | 0 | 0.0% | — | 不变 |