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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,613 | -100.0% | -$26.66万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -11,200 | -100.0% | -$12.89万 | 清仓 |
| — | DYADIC INTL INC DEL | $2.69万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $20.44万 | 0.05% | 1,304 | 1,304 | — | $20.44万 | 新建仓 |
| IWD | ISHARES TR | $21.16万 | 0.05% | 873 | 873 | — | $21.16万 | 新建仓 |
| AZO | AUTOZONE INC | $21.73万 | 0.05% | 68 | 1 | 1.5% | $3,196 | 加仓 |
| COP | CONOCOPHILLIPS | $21.89万 | 0.05% | 2,106 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $22.69万 | 0.06% | 1,131 | -156 | -12.1% | -$3.13万 | 减仓 |
| MDT | MEDTRONIC PLC | $23.47万 | 0.06% | 3,000 | -3,600 | -54.5% | -$28.16万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $23.79万 | 0.06% | 1,155 | 1,155 | — | $23.79万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.90万 | 0.06% | 1,704 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.97万 | 0.06% | 1,248 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $26.89万 | 0.07% | 359 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.85万 | 0.07% | 373 | -4 | -1.1% | -$2,987 | 减仓 |
| IJH | ISHARES TR | $27.95万 | 0.07% | 3,625 | -315 | -8.0% | -$2.43万 | 减仓 |
| GEV | GE VERNOVA INC | $30.55万 | 0.07% | 260 | -1 | -0.4% | -$1,175 | 减仓 |
| VXUS | VANGUARD STAR FDS | $30.84万 | 0.07% | 3,608 | -92 | -2.5% | -$7,865 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.75万 | 0.08% | 1,083 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $32.53万 | 0.08% | 819 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $33.05万 | 0.08% | 7,805 | -2,500 | -24.3% | -$10.59万 | 减仓 |
| T | AT&T INC | $34.21万 | 0.08% | 16,528 | 5,200 | 45.9% | $10.76万 | 加仓 |
| CAT | CATERPILLAR INC | $37.45万 | 0.09% | 352 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $38.23万 | 0.09% | 8,820 | -7,100 | -44.6% | -$30.78万 | 减仓 |
| INTC | INTEL CORP | $39.10万 | 0.10% | 2,800 | 2,800 | — | $39.10万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $41.17万 | 0.10% | 3,830 | -150 | -3.8% | -$1.61万 | 减仓 |
| COO | COOPER COS INC | $41.59万 | 0.10% | 5,800 | 5,800 | — | $41.59万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $41.81万 | 0.10% | 4,464 | -4,100 | -47.9% | -$38.40万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $44.91万 | 0.11% | 10,400 | -470 | -4.3% | -$2.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $46.84万 | 0.11% | 682 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $48.36万 | 0.12% | 678 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $49.53万 | 0.12% | 2,611 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $49.54万 | 0.12% | 1,649 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $50.24万 | 0.12% | 4,400 | 4,400 | — | $50.24万 | 新建仓 |
| DHR | DANAHER CORP DEL | $50.86万 | 0.12% | 2,670 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $54.18万 | 0.13% | 12,700 | 12,700 | — | $54.18万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $54.34万 | 0.13% | 24,400 | -7,100 | -22.5% | -$15.81万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $54.35万 | 0.13% | 5,600 | -200 | -3.4% | -$1.94万 | 减仓 |
| IEFA | ISHARES TR | $54.41万 | 0.13% | 5,634 | -50 | -0.9% | -$4,829 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.36万 | 0.14% | 2,040 | -2,500 | -55.1% | -$70.29万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.67万 | 0.14% | 2,620 | -16 | -0.6% | -$3,583 | 减仓 |
| CLX | CLOROX CO DEL | $61.80万 | 0.15% | 6,475 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $62.21万 | 0.15% | 2,300 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $62.67万 | 0.15% | 2,077 | -3 | -0.1% | -$905 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.24万 | 0.16% | 1,308 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $69.53万 | 0.17% | 356 | 100 | 39.1% | $19.53万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $73.10万 | 0.18% | 16,205 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $74.47万 | 0.18% | 9,163 | 100 | 1.1% | $8,127 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $80.06万 | 0.19% | 20,550 | 6,400 | 45.2% | $24.93万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $81.94万 | 0.20% | 3,851 | -50 | -1.3% | -$1.06万 | 减仓 |
| META | META PLATFORMS INC | $82.83万 | 0.20% | 1,470 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $87.53万 | 0.21% | 2,651 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $90.89万 | 0.22% | 4,122 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $93.50万 | 0.23% | 15,552 | -1,955 | -11.2% | -$11.75万 | 减仓 |
| PGR | PROGRESSIVE CORP | $96.82万 | 0.24% | 4,432 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $99.70万 | 0.24% | 3,820 | 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 |
| AFL | AFLAC INC | $104.35万 | 0.25% | 8,900 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $108.94万 | 0.26% | 27,600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $117.48万 | 0.29% | 2,306 | 100 | 4.5% | $5.09万 | 加仓 |
| PEP | PEPSICO INC | $122.40万 | 0.30% | 9,040 | -30 | -0.3% | -$4,062 | 减仓 |
| EXP | EAGLE MATLS INC | $125.44万 | 0.30% | 5,575 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $136.04万 | 0.33% | 1,000 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $140.75万 | 0.34% | 89,250 | -3,650 | -3.9% | -$5.76万 | 减仓 |
| DEO | DIAGEO PLC | $141.92万 | 0.35% | 17,656 | 3,350 | 23.4% | $26.93万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $144.23万 | 0.35% | 37,095 | -20,160 | -35.2% | -$78.38万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $150.32万 | 0.37% | 24,225 | 700 | 3.0% | $4.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $163.52万 | 0.40% | 3,184 | -1,000 | -23.9% | -$51.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $163.85万 | 0.40% | 11,174 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $180.01万 | 0.44% | 17,619 | -3,475 | -16.5% | -$35.50万 | 减仓 |
| HPQ | HP INC | $180.90万 | 0.44% | 82,450 | -600 | -0.7% | -$1.32万 | 减仓 |
| AVGO | BROADCOM INC | $184.46万 | 0.45% | 4,883 | -35 | -0.7% | -$1.32万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $187.52万 | 0.46% | 5,293 | 909 | 20.7% | $32.20万 | 加仓 |
| SJM | SMUCKER J M CO | $193.28万 | 0.47% | 17,180 | 3,150 | 22.5% | $35.44万 | 加仓 |
| WMT | WALMART INC | $195.85万 | 0.48% | 17,292 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $199.33万 | 0.48% | 62,350 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $209.11万 | 0.51% | 15,240 | -2 | -0.0% | -$274 | 减仓 |
| EMR | EMERSON ELEC CO | $211.96万 | 0.52% | 14,807 | -1,850 | -11.1% | -$26.48万 | 减仓 |
| — | EXXON MOBIL CORP | $215.80万 | 0.52% | 15,784 | -700 | -4.2% | -$9.57万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $222.62万 | 0.54% | 19,820 | -5,000 | -20.1% | -$56.16万 | 减仓 |
| FHI | FEDERATED HERMES INC | $225.02万 | 0.55% | 40,750 | -9,000 | -18.1% | -$49.70万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $239.89万 | 0.58% | 21,100 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $240.65万 | 0.59% | 16,421 | -3,425 | -17.3% | -$50.19万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $242.23万 | 0.59% | 7,700 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $245.00万 | 0.60% | 10,280 | 28 | 0.3% | $6,673 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $251.49万 | 0.61% | 7,435 | -1,480 | -16.6% | -$50.06万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $256.30万 | 0.62% | 17,723 | -2,500 | -12.4% | -$36.15万 | 减仓 |
| CVX | CHEVRON CORPORATION | $257.10万 | 0.63% | 15,511 | 905 | 6.2% | $15.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $258.88万 | 0.63% | 34,284 | 42 | 0.1% | $3,171 | 加仓 |
| FN | FABRINET | $259.12万 | 0.63% | 4,610 | -50 | -1.1% | -$2.81万 | 减仓 |
| TGT | TARGET CORP | $282.33万 | 0.69% | 21,616 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $287.79万 | 0.70% | 16,146 | -290,629 | -94.7% | -$5,180.25万 | 减仓 |
| CPRT | COPART INC | $291.63万 | 0.71% | 103,450 | -110 | -0.1% | -$3,101 | 减仓 |
| BLK | BLACKROCK INC | $292.41万 | 0.71% | 3,041 | -250 | -7.6% | -$24.04万 | 减仓 |
| UNP | UNION PAC CORP | $292.66万 | 0.71% | 10,760 | -3,020 | -21.9% | -$82.14万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $304.58万 | 0.74% | 377,888 | -1,000 | -0.3% | -$8,060 | 减仓 |
| TXT | TEXTRON INC | $332.20万 | 0.81% | 36,215 | -200 | -0.5% | -$1.83万 | 减仓 |
| FISV | FISERV INC | $334.01万 | 0.81% | 68,095 | 235 | 0.3% | $1.15万 | 加仓 |
| ABBV | ABBVIE INC | $362.90万 | 0.88% | 14,421 | -380 | -2.6% | -$9.56万 | 减仓 |
| EBAY | EBAY INC. | $381.63万 | 0.93% | 34,150 | -5,200 | -13.2% | -$58.11万 | 减仓 |
| NEM | NEWMONT CORP | $384.06万 | 0.93% | 41,120 | 0 | 0.0% | — | 不变 |