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 |
|---|---|---|---|---|---|---|---|---|
| LH | LABCORP HOLDINGS INC | $390.24万 | 0.95% | 13,937 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $405.03万 | 0.98% | 15,948 | -1,131 | -6.6% | -$28.72万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $420.39万 | 1.02% | 27,780 | 3,010 | 12.2% | $45.55万 | 加仓 |
| HRB | BLOCK H & R INC | $433.55万 | 1.05% | 113,852 | 11,100 | 10.8% | $42.27万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $454.70万 | 1.11% | 27,400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $475.21万 | 1.16% | 5,080 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $477.85万 | 1.16% | 14,024 | 100 | 0.7% | $3.41万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $503.81万 | 1.22% | 185,291 | 1,683 | 0.9% | $4.58万 | 加仓 |
| SONY | SONY GROUP CORP | $537.20万 | 1.31% | 267,799 | -2,625 | -1.0% | -$5.27万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $551.67万 | 1.34% | 102,770 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $575.05万 | 1.40% | 35,305 | -5,500 | -13.5% | -$89.58万 | 减仓 |
| CME | CME GROUP INC | $589.00万 | 1.43% | 26,672 | -1,920 | -6.7% | -$42.40万 | 减仓 |
| CVS | CVS HEALTH CORP | $590.86万 | 1.44% | 57,116 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $623.79万 | 1.52% | 17,455 | -1,981 | -10.2% | -$70.79万 | 减仓 |
| BAC | BANK OF AMER CORP | $632.02万 | 1.54% | 110,919 | -8,000 | -6.7% | -$45.58万 | 减仓 |
| MRK | MERCK & CO INC | $657.79万 | 1.60% | 51,190 | -8,220 | -13.8% | -$105.63万 | 减仓 |
| QCOM | QUALCOMM INC | $674.67万 | 1.64% | 36,510 | -5,674 | -13.5% | -$104.85万 | 减仓 |
| AMGN | AMGEN INC | $687.80万 | 1.67% | 18,994 | -1,400 | -6.9% | -$50.70万 | 减仓 |
| WM | WASTE MGMT INC DEL | $728.39万 | 1.77% | 32,681 | -2,552 | -7.2% | -$56.88万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $764.88万 | 1.86% | 125,370 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $780.14万 | 1.90% | 126,318 | -7,500 | -5.6% | -$46.32万 | 减仓 |
| MO | ALTRIA GROUP INC | $808.11万 | 1.96% | 112,316 | -5,845 | -4.9% | -$42.05万 | 减仓 |
| GE | GE AEROSPACE | $878.99万 | 2.14% | 23,519 | -4,450 | -15.9% | -$166.31万 | 减仓 |
| DVA | DAVITA INC | $900.49万 | 2.19% | 40,475 | -25 | -0.1% | -$5,562 | 减仓 |
| FLEX | FLEX LTD | $1,047.05万 | 2.55% | 64,605 | -915 | -1.4% | -$14.83万 | 减仓 |
| C | CITIGROUP INC | $1,129.20万 | 2.75% | 80,680 | -4,000 | -4.7% | -$55.98万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,131.17万 | 2.75% | 11,722 | -5,000 | -29.9% | -$482.50万 | 减仓 |
| MCK | MCKESSON CORP | $1,153.19万 | 2.80% | 15,262 | -2,390 | -13.5% | -$180.59万 | 减仓 |
| GOOG | ALPHABET INC | $1,172.43万 | 2.85% | 33,182 | -5,150 | -13.4% | -$181.97万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,183.92万 | 2.88% | 211,150 | -4,850 | -2.2% | -$27.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,274.62万 | 3.10% | 38,940 | -4,500 | -10.4% | -$147.30万 | 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 |
| CSCO | CISCO SYS INC | $1,390.31万 | 3.38% | 118,364 | -10,950 | -8.5% | -$128.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,408.96万 | 3.43% | 37,772 | -513 | -1.3% | -$19.14万 | 减仓 |
| AAPL | APPLE INC | $1,907.74万 | 4.64% | 65,930 | -7,501 | -10.2% | -$217.05万 | 减仓 |