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Atlantic Edge Private Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Atlantic Edge Private Wealth Management, LLC

No.4291 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.89亿
环比变动 Q1 2026
+$8,223.9万+20.2%
持仓股票数
610
新买入
50
加仓
122
减仓
90
清仓
32
持股不变
348
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IEFA
5.57%6.47%$2,727.1万28.2万股$2,633.5万29.1万股-8,532股-2.93%减仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
5.23%3.36%$2,558.5万25.0万股$1,368.0万17.4万股+7.6万股+43.81%加仓
J骏利亨德森JAAA
4.87%5.81%$2,383.3万47.2万股$2,364.7万46.9万股+2,575股+0.55%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
4.41%3.11%$2,158.5万46.1万股$1,266.9万26.9万股+19.1万股+71.03%加仓
科磊KLAC
3.69%2.33%$1,807.7万6.0万股$946.9万6,431股+5.3万股+831.66%加仓
IiShares安硕·COREIJH
3.67%3.8%$1,798.0万23.3万股$1,546.6万22.9万股+4,141股+1.81%加仓
IiShares安硕信托IVV
3.62%3.67%$1,771.0万2.4万股$1,494.8万2.3万股+765股+3.34%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
3.25%3.39%$1,589.1万2.3万股$1,378.8万2.2万股+238股+1.06%加仓
IiShares安硕IEMG
2.89%3.14%$1,414.8万17.1万股$1,279.3万18.3万股-1.3万股-6.89%减仓
苹果AAPL
2.82%2.95%$1,379.9万4.8万股$1,200.1万4.7万股+399股+0.84%加仓
V先锋领航·TOTALBND
2.59%0.02%$1,267.3万17.3万股$6.5万885股+17.2万股+19,407.01%加仓
PPIMCO太平洋投资管理ETFMINT
2.52%5.78%$1,232.7万12.2万股$2,354.3万23.4万股-11.2万股-47.76%减仓
AMD超威AMD
2.21%1.08%$1,081.3万1.9万股$438.8万2.2万股-2,955股-13.70%减仓
英伟达NVDA
2.15%2.12%$1,051.3万5.3万股$861.9万4.9万股+3,118股+6.31%加仓
台积电TSM
2.12%1.75%$1,036.2万2.2万股$710.6万2.1万股+670股+3.19%加仓
谷歌AGOOGL
1.79%1.73%$875.9万2.5万股$703.8万2.4万股+36股+0.15%加仓
V先锋领航斯科茨代尔基金BSV
1.55%2.12%$759.7万9.6万股$861.4万10.9万股-1.3万股-11.54%减仓
思科CSCO
1.48%1.17%$725.8万6.2万股$474.8万6.1万股+605股+0.99%加仓
IiShares安硕信托IVW
1.43%1.41%$700.2万5.1万股$573.4万5.1万股+217股+0.43%加仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
1.41%1.67%$691.4万23.6万股$678.0万23.6万股+371股+0.16%加仓
V先锋领航·FSTEVWO
1.38%1.46%$676.9万11.3万股$595.3万11.0万股+3,273股+2.97%加仓
I景顺交易所交易基金信托RSP
1.36%1.41%$665.2万3.1万股$574.0万3.0万股+1,354股+4.53%加仓
摩根大通JPM
1.23%1.32%$601.6万1.8万股$536.0万1.8万股+155股+0.85%加仓
微软MSFT
1.22%1.45%$597.7万1.6万股$591.9万1.6万股+34股+0.21%加仓
QUANTA SVCSPWR
1.15%1.17%$564.9万7,846股$477.2万8,691股-845股-9.72%减仓
SSPDR道富指数基金SPEU
1.07%1.29%$521.8万9.5万股$525.2万10.2万股-7,410股-7.23%减仓
IiShares安硕·MSCI EAFE ETFEFA
1.05%1.11%$513.1万4.9万股$453.8万4.7万股+2,675股+5.73%加仓
IiShares安硕·RUSSELLIWF
0.89%0.92%$435.4万3.5万股$373.8万8,767股+2.6万股+300.00%加仓
V先锋领航·FTSEVEA
0.89%0.98%$435.1万6.1万股$399.3万6.2万股-1,250股-2.01%减仓
TRAVELERS COSTRV
0.83%0.64%$407.0万1.2万股$261.9万8,980股+3,350股+37.31%加仓
UNITED RENTALSURI
0.83%0.6%$404.6万3,571股$244.4万3,354股+217股+6.47%加仓
康明斯CMI
0.82%0.72%$401.0万5,622股$293.7万5,458股+164股+3.00%加仓
AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU
0.79%0.86%$386.3万8.4万股$351.9万8.4万股-645股-0.77%减仓
NVENT ELECTRICNVT
0.7%0.58%$344.5万2.0万股$234.3万2.0万股+502股+2.53%加仓
MCKESSON COMMCK
0.66%1.1%$323.5万4,281股$446.3万5,157股-876股-16.99%减仓
伊顿ETN
0.66%0.65%$322.2万7,561股$264.7万7,401股+160股+2.16%加仓
达登饭店DRI
0.63%0.7%$305.9万1.5万股$285.4万1.5万股+290股+1.99%加仓
Meta平台META
0.62%0.75%$304.8万5,411股$307.1万5,367股+44股+0.82%加仓
西屋制动WAB
0.61%0.68%$300.0万1.1万股$275.4万1.1万股+110股+1.00%加仓
甲骨文ORCL
0.61%0.48%$299.6万2.0万股$196.4万1.3万股+7,091股+53.10%加仓
联合太平洋铁路UNP
0.58%0.39%$282.4万1.0万股$159.1万6,557股+3,825股+58.33%加仓
BBANK OF AMERBAC
0.57%0.53%$279.7万4.9万股$214.8万4.4万股+5,027股+11.41%加仓
万事达MA
0.56%0.64%$272.3万5,302股$262.6万5,255股+47股+0.89%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.52%0.58%$255.5万2.3万股$238.0万2.3万股-384股-1.67%减仓
AFFIRM COM CL AAFRM
0.51%$251.1万3.1万股$00股+3.1万股新买入
IiShares安硕信托PFF
0.5%0.63%$246.8万8.1万股$257.8万8.5万股-4,073股-4.79%减仓
T赛默飞世尔TMO
0.5%0.75%$242.3万4,833股$307.0万6,246股-1,413股-22.62%减仓
METLIFE COMMET
0.47%0.29%$232.2万2.7万股$119.8万1.7万股+1.1万股+61.99%加仓
默沙东MRK
0.46%0.52%$224.0万1.7万股$211.7万1.8万股-167股-0.95%减仓
美国电力AEP
0.44%0.5%$215.1万1.6万股$203.0万1.5万股+241股+1.56%加仓

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