Inlet Private Wealth, LLC
Jupiter FL · SEC CIK 0001759751
$4.41亿2026Q1 申报市值
128持仓数
37.9%前十大占比 · 第一大 11.7%
4 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKNG 加仓+$5,107.12万
HRB 新建仓+$326.14万
CPRT 加仓+$120.22万
VTS 加仓+$84.71万
AMCR 新建仓+$63.28万
2026Q1 卖出最多 按季末市值估算
STX 减仓-$1,193.46万
MCK 减仓-$321.91万
AAPL 减仓-$215.72万
BRK/B 减仓-$188.57万
JPM 减仓-$155.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $378.66万 | 0.86% | 67,860 | 7,025 | 11.5% | $39.20万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $389.46万 | 0.88% | 24,770 | 2,150 | 9.5% | $33.80万 | 加仓 |
| CVS | CVS HEALTH CORP | $410.20万 | 0.93% | 57,116 | -4,150 | -6.8% | -$29.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $417.49万 | 0.95% | 17,079 | -5,750 | -25.2% | -$140.56万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $428.89万 | 0.97% | 65,520 | 2,750 | 4.4% | $18.00万 | 加仓 |
| NEM | NEWMONT CORP | $445.12万 | 1.01% | 41,120 | -450 | -1.1% | -$4.87万 | 减仓 |
| CB | CHUBB LTD SWITZ | $453.82万 | 1.03% | 13,924 | 350 | 2.6% | $11.41万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $503.09万 | 1.14% | 183,608 | 2,078 | 1.1% | $5.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $506.18万 | 1.15% | 5,080 | -200 | -3.8% | -$19.93万 | 减仓 |
| QCOM | QUALCOMM INC | $543.25万 | 1.23% | 42,184 | -5,488 | -11.5% | -$70.67万 | 减仓 |
| GOOGL | ALPHABET INC | $558.90万 | 1.27% | 19,436 | -3,135 | -13.9% | -$90.15万 | 减仓 |
| SONY | SONY GROUP CORP | $559.78万 | 1.27% | 270,424 | -6,350 | -2.3% | -$13.14万 | 减仓 |
| DHI | D R HORTON INC | $559.93万 | 1.27% | 40,805 | -5,500 | -11.9% | -$75.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $579.73万 | 1.31% | 118,919 | -8,030 | -6.3% | -$39.15万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $614.44万 | 1.39% | 125,370 | -7,400 | -5.6% | -$36.27万 | 减仓 |
| DVA | DAVITA INC | $622.44万 | 1.41% | 40,500 | 420 | 1.0% | $6.45万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $655.10万 | 1.48% | 16,722 | -30,464 | -64.6% | -$1,193.46万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $679.41万 | 1.54% | 102,770 | -3,900 | -3.7% | -$25.78万 | 减仓 |
| MRK | MERCK & CO INC | $714.64万 | 1.62% | 59,410 | -10,000 | -14.4% | -$120.29万 | 减仓 |
| AMGN | AMGEN INC | $717.55万 | 1.63% | 20,394 | -1,940 | -8.7% | -$68.26万 | 减仓 |
| MO | ALTRIA GROUP INC | $779.74万 | 1.77% | 118,161 | -8,700 | -6.9% | -$57.41万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $782.43万 | 1.77% | 133,818 | -7,310 | -5.2% | -$42.74万 | 减仓 |
| GE | GE AEROSPACE | $793.69万 | 1.80% | 27,969 | -3,980 | -12.5% | -$112.94万 | 减仓 |
| WM | WASTE MGMT INC DEL | $809.63万 | 1.84% | 35,233 | -3,350 | -8.7% | -$76.98万 | 减仓 |
| CME | CME GROUP INC | $844.47万 | 1.91% | 28,592 | -2,000 | -6.5% | -$59.07万 | 减仓 |
| C | CITIGROUP INC | $960.36万 | 2.18% | 84,680 | -8,900 | -9.5% | -$100.93万 | 减仓 |
| CSCO | CISCO SYS INC | $1,003.35万 | 2.27% | 129,314 | -16,650 | -11.4% | -$129.19万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,036.15万 | 2.35% | 216,000 | -9,800 | -4.3% | -$47.01万 | 减仓 |
| GOOG | ALPHABET INC | $1,099.60万 | 2.49% | 38,332 | -5,250 | -12.0% | -$150.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,277.83万 | 2.90% | 43,440 | -5,300 | -10.9% | -$155.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,356.15万 | 3.07% | 28,300 | -3,935 | -12.2% | -$188.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,417.18万 | 3.21% | 38,285 | -910 | -2.3% | -$33.69万 | 减仓 |
| MCK | MCKESSON CORP | $1,527.52万 | 3.46% | 17,652 | -3,720 | -17.4% | -$321.91万 | 减仓 |
| AAPL | APPLE INC | $1,863.60万 | 4.22% | 73,431 | -8,500 | -10.4% | -$215.72万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $5,166.48万 | 11.71% | 12,271 | 12,130 | 8,602.8% | $5,107.12万 | 加仓 |