Inlet Private Wealth, LLC
Jupiter FL · SEC CIK 0001759751
$4.11亿2026Q2 申报市值
133持仓数
31.7%前十大占比 · 第一大 4.6%
7 / 2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
SNY 新建仓+$54.18万
LULU 新建仓+$50.24万
BDX 加仓+$45.55万
HRB 加仓+$42.27万
COO 新建仓+$41.59万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$5,180.25万
STX 减仓-$482.50万
AAPL 减仓-$217.05万
GOOG 减仓-$181.97万
MCK 减仓-$180.59万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,907.74万 | 4.64% | 65,930 | -7,501 | -10.2% | -$217.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,408.96万 | 3.43% | 37,772 | -513 | -1.3% | -$19.14万 | 减仓 |
| CSCO | CISCO SYS INC | $1,390.31万 | 3.38% | 118,364 | -10,950 | -8.5% | -$128.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,293.27万 | 3.14% | 25,845 | -2,455 | -8.7% | -$122.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,274.62万 | 3.10% | 38,940 | -4,500 | -10.4% | -$147.30万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,183.92万 | 2.88% | 211,150 | -4,850 | -2.2% | -$27.19万 | 减仓 |
| GOOG | ALPHABET INC | $1,172.43万 | 2.85% | 33,182 | -5,150 | -13.4% | -$181.97万 | 减仓 |
| MCK | MCKESSON CORP | $1,153.19万 | 2.80% | 15,262 | -2,390 | -13.5% | -$180.59万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,131.17万 | 2.75% | 11,722 | -5,000 | -29.9% | -$482.50万 | 减仓 |
| C | CITIGROUP INC | $1,129.20万 | 2.75% | 80,680 | -4,000 | -4.7% | -$55.98万 | 减仓 |
| FLEX | FLEX LTD | $1,047.05万 | 2.55% | 64,605 | -915 | -1.4% | -$14.83万 | 减仓 |
| DVA | DAVITA INC | $900.49万 | 2.19% | 40,475 | -25 | -0.1% | -$5,562 | 减仓 |
| GE | GE AEROSPACE | $878.99万 | 2.14% | 23,519 | -4,450 | -15.9% | -$166.31万 | 减仓 |
| MO | ALTRIA GROUP INC | $808.11万 | 1.96% | 112,316 | -5,845 | -4.9% | -$42.05万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $780.14万 | 1.90% | 126,318 | -7,500 | -5.6% | -$46.32万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $764.88万 | 1.86% | 125,370 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $728.39万 | 1.77% | 32,681 | -2,552 | -7.2% | -$56.88万 | 减仓 |
| AMGN | AMGEN INC | $687.80万 | 1.67% | 18,994 | -1,400 | -6.9% | -$50.70万 | 减仓 |
| QCOM | QUALCOMM INC | $674.67万 | 1.64% | 36,510 | -5,674 | -13.5% | -$104.85万 | 减仓 |
| MRK | MERCK & CO INC | $657.79万 | 1.60% | 51,190 | -8,220 | -13.8% | -$105.63万 | 减仓 |
| BAC | BANK OF AMER CORP | $632.02万 | 1.54% | 110,919 | -8,000 | -6.7% | -$45.58万 | 减仓 |
| GOOGL | ALPHABET INC | $623.79万 | 1.52% | 17,455 | -1,981 | -10.2% | -$70.79万 | 减仓 |
| CVS | CVS HEALTH CORP | $590.86万 | 1.44% | 57,116 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $589.00万 | 1.43% | 26,672 | -1,920 | -6.7% | -$42.40万 | 减仓 |
| DHI | D R HORTON INC | $575.05万 | 1.40% | 35,305 | -5,500 | -13.5% | -$89.58万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $551.67万 | 1.34% | 102,770 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $537.20万 | 1.31% | 267,799 | -2,625 | -1.0% | -$5.27万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $503.81万 | 1.22% | 185,291 | 1,683 | 0.9% | $4.58万 | 加仓 |
| CB | CHUBB LIMITED | $477.85万 | 1.16% | 14,024 | 100 | 0.7% | $3.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $475.21万 | 1.16% | 5,080 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $454.70万 | 1.11% | 27,400 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $433.55万 | 1.05% | 113,852 | 11,100 | 10.8% | $42.27万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $420.39万 | 1.02% | 27,780 | 3,010 | 12.2% | $45.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $405.03万 | 0.98% | 15,948 | -1,131 | -6.6% | -$28.72万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $390.24万 | 0.95% | 13,937 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $384.06万 | 0.93% | 41,120 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $381.63万 | 0.93% | 34,150 | -5,200 | -13.2% | -$58.11万 | 减仓 |
| ABBV | ABBVIE INC | $362.90万 | 0.88% | 14,421 | -380 | -2.6% | -$9.56万 | 减仓 |
| FISV | FISERV INC | $334.01万 | 0.81% | 68,095 | 235 | 0.3% | $1.15万 | 加仓 |
| TXT | TEXTRON INC | $332.20万 | 0.81% | 36,215 | -200 | -0.5% | -$1.83万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $304.58万 | 0.74% | 377,888 | -1,000 | -0.3% | -$8,060 | 减仓 |
| UNP | UNION PAC CORP | $292.66万 | 0.71% | 10,760 | -3,020 | -21.9% | -$82.14万 | 减仓 |
| BLK | BLACKROCK INC | $292.41万 | 0.71% | 3,041 | -250 | -7.6% | -$24.04万 | 减仓 |
| CPRT | COPART INC | $291.63万 | 0.71% | 103,450 | -110 | -0.1% | -$3,101 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $287.79万 | 0.70% | 16,146 | -290,629 | -94.7% | -$5,180.25万 | 减仓 |
| TGT | TARGET CORP | $282.33万 | 0.69% | 21,616 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $259.12万 | 0.63% | 4,610 | -50 | -1.1% | -$2.81万 | 减仓 |
| IAU | ISHARES GOLD TR | $258.88万 | 0.63% | 34,284 | 42 | 0.1% | $3,171 | 加仓 |
| CVX | CHEVRON CORPORATION | $257.10万 | 0.63% | 15,511 | 905 | 6.2% | $15.00万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $256.30万 | 0.62% | 17,723 | -2,500 | -12.4% | -$36.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $251.49万 | 0.61% | 7,435 | -1,480 | -16.6% | -$50.06万 | 减仓 |
| AMZN | AMAZON COM INC | $245.00万 | 0.60% | 10,280 | 28 | 0.3% | $6,673 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $242.23万 | 0.59% | 7,700 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $240.65万 | 0.59% | 16,421 | -3,425 | -17.3% | -$50.19万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $239.89万 | 0.58% | 21,100 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $225.02万 | 0.55% | 40,750 | -9,000 | -18.1% | -$49.70万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $222.62万 | 0.54% | 19,820 | -5,000 | -20.1% | -$56.16万 | 减仓 |
| — | EXXON MOBIL CORP | $215.80万 | 0.52% | 15,784 | -700 | -4.2% | -$9.57万 | 减仓 |
| EMR | EMERSON ELEC CO | $211.96万 | 0.52% | 14,807 | -1,850 | -11.1% | -$26.48万 | 减仓 |
| PHM | PULTE GROUP INC | $209.11万 | 0.51% | 15,240 | -2 | -0.0% | -$274 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $199.33万 | 0.48% | 62,350 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $195.85万 | 0.48% | 17,292 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $193.28万 | 0.47% | 17,180 | 3,150 | 22.5% | $35.44万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $187.52万 | 0.46% | 5,293 | 909 | 20.7% | $32.20万 | 加仓 |
| AVGO | BROADCOM INC | $184.46万 | 0.45% | 4,883 | -35 | -0.7% | -$1.32万 | 减仓 |
| HPQ | HP INC | $180.90万 | 0.44% | 82,450 | -600 | -0.7% | -$1.32万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $180.01万 | 0.44% | 17,619 | -3,475 | -16.5% | -$35.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $163.85万 | 0.40% | 11,174 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $163.52万 | 0.40% | 3,184 | -1,000 | -23.9% | -$51.36万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $150.32万 | 0.37% | 24,225 | 700 | 3.0% | $4.34万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $144.23万 | 0.35% | 37,095 | -20,160 | -35.2% | -$78.38万 | 减仓 |
| DEO | DIAGEO PLC | $141.92万 | 0.35% | 17,656 | 3,350 | 23.4% | $26.93万 | 加仓 |
| VTS | VITESSE ENERGY INC | $140.75万 | 0.34% | 89,250 | -3,650 | -3.9% | -$5.76万 | 减仓 |
| GWW | WW GRAINGER INC | $136.04万 | 0.33% | 1,000 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $125.44万 | 0.30% | 5,575 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $122.40万 | 0.30% | 9,040 | -30 | -0.3% | -$4,062 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $117.48万 | 0.29% | 2,306 | 100 | 4.5% | $5.09万 | 加仓 |
| SKT | TANGER INC | $108.94万 | 0.26% | 27,600 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $104.35万 | 0.25% | 8,900 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $99.86万 | 0.24% | 17,331 | -3,775 | -17.9% | -$21.75万 | 减仓 |
| INTU | INTUIT | $99.70万 | 0.24% | 3,820 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $96.82万 | 0.24% | 4,432 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $93.50万 | 0.23% | 15,552 | -1,955 | -11.2% | -$11.75万 | 减仓 |
| LOW | LOWES COS INC | $90.89万 | 0.22% | 4,122 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $87.53万 | 0.21% | 2,651 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $82.83万 | 0.20% | 1,470 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $81.94万 | 0.20% | 3,851 | -50 | -1.3% | -$1.06万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $80.06万 | 0.19% | 20,550 | 6,400 | 45.2% | $24.93万 | 加仓 |
| KO | COCA COLA CO | $74.47万 | 0.18% | 9,163 | 100 | 1.1% | $8,127 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $73.10万 | 0.18% | 16,205 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $69.53万 | 0.17% | 356 | 100 | 39.1% | $19.53万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.24万 | 0.16% | 1,308 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $62.67万 | 0.15% | 2,077 | -3 | -0.1% | -$905 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $62.21万 | 0.15% | 2,300 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $61.80万 | 0.15% | 6,475 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.67万 | 0.14% | 2,620 | -16 | -0.6% | -$3,583 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.36万 | 0.14% | 2,040 | -2,500 | -55.1% | -$70.29万 | 减仓 |
| IEFA | ISHARES TR | $54.41万 | 0.13% | 5,634 | -50 | -0.9% | -$4,829 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $54.35万 | 0.13% | 5,600 | -200 | -3.4% | -$1.94万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $54.34万 | 0.13% | 24,400 | -7,100 | -22.5% | -$15.81万 | 减仓 |