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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $51.46万 | 0.12% | 5,684 | -150 | -2.6% | -$1.36万 | 减仓 |
| DHR | DANAHER CORP DEL | $50.63万 | 0.11% | 2,670 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $50.36万 | 0.11% | 2,611 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $49.16万 | 0.11% | 10,870 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $49.00万 | 0.11% | 256 | -51 | -16.6% | -$9.76万 | 减仓 |
| IWM | ISHARES TR | $40.90万 | 0.09% | 1,649 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $40.75万 | 0.09% | 682 | -10 | -1.4% | -$5,975 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $39.16万 | 0.09% | 3,980 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $38.58万 | 0.09% | 16,205 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $36.48万 | 0.08% | 678 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $32.84万 | 0.07% | 11,328 | -1,500 | -11.7% | -$4.35万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.46万 | 0.07% | 1,083 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $30.59万 | 0.07% | 208 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.53万 | 0.06% | 3,700 | -62 | -1.6% | -$4,781 | 减仓 |
| COP | CONOCOPHILLIPS | $27.80万 | 0.06% | 2,106 | 2,106 | — | $27.80万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $26.66万 | 0.06% | 1,613 | -253 | -13.6% | -$4.18万 | 减仓 |
| IJH | ISHARES TR | $26.61万 | 0.06% | 3,940 | 60 | 1.5% | $4,052 | 加仓 |
| ADI | ANALOG DEVICES INC | $26.06万 | 0.06% | 819 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $24.91万 | 0.06% | 352 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.52万 | 0.06% | 377 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $23.48万 | 0.05% | 1,287 | -1,022 | -44.3% | -$18.64万 | 减仓 |
| IVV | ISHARES TR | $23.45万 | 0.05% | 359 | -29 | -7.5% | -$1.89万 | 减仓 |
| GEV | GE VERNOVA INC | $22.78万 | 0.05% | 261 | 261 | — | $22.78万 | 新建仓 |
| AZO | AUTOZONE INC | $22.76万 | 0.05% | 67 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.32万 | 0.05% | 1,704 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $21.77万 | 0.05% | 1,248 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $12.89万 | 0.03% | 11,200 | -2,000 | -15.2% | -$2.30万 | 减仓 |
| — | DYADIC INTL INC DEL | $2.46万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -15,800 | -100.0% | -$65.89万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -4,200 | -100.0% | -$35.37万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,635 | -100.0% | -$29.56万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -726 | -100.0% | -$25.46万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -380 | -100.0% | -$22.02万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,856 | -100.0% | -$21.11万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,669 | -100.0% | -$21.01万 | 清仓 |