Atlantic Private Wealth, LLC 13F 持仓 · 2026年Q2
Atlantic Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 298 只证券，申报市值合计 1.63 亿美元。前几大持仓：SPY（29.94%）、VTI（11.26%）、VXUS（5.26%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | $48.9M | 29.94% | 65,419 | 减持 |
| 2 | VTI | Vanguard Idx Fund | $18.4M | 11.26% | 49,664 | 减持 |
| 3 | VXUS | Vanguard Total (international Stock Index Fund) | $8.6M | 5.26% | 100,331 | 增持 |
| 4 | VXF | Vanguard Extended (markets Index Fund) | $7.0M | 4.30% | 28,524 | 增持 |
| 5 | IBTM | iShares iBonds Dec 2032 Term Treasury ETF | $6.7M | 4.09% | 293,989 | 增持 |
| 6 | IBTP | iShares iBonds Dec 2034 Term Treasury ETF | $5.6M | 3.46% | 222,302 | 减持 |
| 7 | ESGV | Vanguard World FD (esg US STK Etf) | $5.3M | 3.26% | 40,214 | 减持 |
| 8 | IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $4.4M | 2.71% | 197,699 | 减持 |
| 9 | EAGG | iShares TR Esg Awr (us Agrgt) | $4.4M | 2.70% | 93,072 | 减持 |
| 10 | XVV | iShares TR Esg SCRND (S&P500) | $3.8M | 2.35% | 67,627 | 减持 |
| 11 | IBTI | iShares iBonds Dec 2028 Term Treasury ETF | $3.7M | 2.24% | 165,243 | 增持 |
| 12 | DMXF | iShares Trust Esg (advanced MSCI EAFE Etf) | $3.6M | 2.23% | 42,917 | 减持 |
| 13 | VEU | Vanguard Intl Equity (index FDS Allwrld Ex Us) | $3.5M | 2.16% | 42,073 | 减持 |
| 14 | IVV | iShares S&P 500 | $2.2M | 1.32% | 2,883 | 减持 |
| 15 | PMAY | Innovator S&P 500 Power Buffer ETF - May | $2.0M | 1.20% | 47,411 | 新建仓 |
| 16 | EMXF | iShares TR (egsadvncdmsci Em) | $1.7M | 1.06% | 29,966 | 减持 |
| 17 | XLE | Select Sector SPDR (TR Energy) | $1.6M | 0.99% | 30,332 | 减持 |
| 18 | IBTQ | iShares iBonds Dec 2035 Term Treasury ETF | $1.6M | 0.95% | 62,095 | 增持 |
| 19 | IJUN | Innovator Etfs Trust (innovator Intl D) | $1.3M | 0.82% | 42,788 | 新建仓 |
| 20 | VUG | Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) | $963,457 | 0.59% | 11,185 | 增持 |
| 21 | JEPI | JPMorgan Equity Premium Income ETF | $915,315 | 0.56% | 16,206 | 持平 |
| 22 | IBTJ | iShares iBonds Dec 2029 Term Treasury ETF | $890,226 | 0.55% | 41,119 | 减持 |
| 23 | AAPL | Apple Inc | $859,126 | 0.53% | 2,969 | 减持 |
| 24 | KJUN | Innovator Etfs Trust US SM Ca PW June | $856,732 | 0.53% | 28,715 | 新建仓 |
| 25 | XJR | iShares TR Esg SCRND (S&P SM) | $869,978 | 0.53% | 16,494 | 增持 |
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