Atlantic Edge Private Wealth Management, LLC 13F 持仓 · 2026年Q2
Atlantic Edge Private Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 611 只证券,申报市值合计 4.89 亿美元。前几大持仓:IEFA(5.57%)、EMXC(5.23%)、JAAA(4.87%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $27.3M | 5.57% | 282,364 | 减持 |
| 2 | EMXC | ISHARES INC | $25.6M | 5.23% | 250,102 | 增持 |
| 3 | JAAA | JANUS DETROIT STR TR | $23.8M | 4.87% | 472,036 | 增持 |
| 4 | UITB | VICTORY PORTFOLIOS II | $21.6M | 4.41% | 460,836 | 增持 |
| 5 | KLAC | KLA CORP | $18.1M | 3.69% | 58,915 | 增持 |
| 6 | IJH | ISHARES TR | $18.0M | 3.67% | 233,171 | 增持 |
| 7 | IVV | ISHARES TR | $17.7M | 3.62% | 23,648 | 增持 |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $15.9M | 3.25% | 22,594 | 增持 |
| 9 | IEMG | ISHARES INC | $14.1M | 2.89% | 170,783 | 减持 |
| 10 | AAPL | APPLE INC | $13.8M | 2.82% | 46,587 | 增持 |
| 11 | BND | VANGUARD BD INDEX FDS | $12.7M | 2.59% | 172,637 | 增持 |
| 12 | MINT | PIMCO ETF TR | $12.3M | 2.52% | 122,282 | 减持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $10.8M | 2.21% | 18,614 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $10.5M | 2.15% | 47,340 | 增持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.4M | 2.12% | 21,698 | 增持 |
| 16 | GOOGL | ALPHABET INC | $8.8M | 1.79% | 24,510 | 增持 |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $7.6M | 1.55% | 96,127 | 减持 |
| 18 | CSCO | CISCO SYS INC | $7.3M | 1.48% | 61,793 | 增持 |
| 19 | IVW | ISHARES TR | $7.0M | 1.43% | 50,909 | 增持 |
| 20 | ANGL | VANECK ETF TRUST | $6.9M | 1.41% | 236,455 | 增持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $6.8M | 1.38% | 113,403 | 增持 |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.36% | 31,262 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.23% | 18,378 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $6.0M | 1.22% | 15,624 | 增持 |
| 25 | PWR | QUANTA SVCS INC | $5.6M | 1.15% | 7,846 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR