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 |
|---|---|---|---|---|---|---|---|---|
| SNY | SANOFI SA | $54.18万 | 0.13% | 12,700 | 12,700 | — | $54.18万 | 新建仓 |
| DHR | DANAHER CORP DEL | $50.86万 | 0.12% | 2,670 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $50.24万 | 0.12% | 4,400 | 4,400 | — | $50.24万 | 新建仓 |
| IWM | ISHARES TR | $49.54万 | 0.12% | 1,649 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $49.53万 | 0.12% | 2,611 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $48.36万 | 0.12% | 678 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $46.84万 | 0.11% | 682 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $44.91万 | 0.11% | 10,400 | -470 | -4.3% | -$2.03万 | 减仓 |
| DAL | DELTA AIR LINES INC | $41.81万 | 0.10% | 4,464 | -4,100 | -47.9% | -$38.40万 | 减仓 |
| COO | COOPER COS INC | $41.59万 | 0.10% | 5,800 | 5,800 | — | $41.59万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $41.17万 | 0.10% | 3,830 | -150 | -3.8% | -$1.61万 | 减仓 |
| INTC | INTEL CORP | $39.10万 | 0.10% | 2,800 | 2,800 | — | $39.10万 | 新建仓 |
| AMCR | AMCOR PLC | $38.23万 | 0.09% | 8,820 | -7,100 | -44.6% | -$30.78万 | 减仓 |
| CAT | CATERPILLAR INC | $37.45万 | 0.09% | 352 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.21万 | 0.08% | 16,528 | 5,200 | 45.9% | $10.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.05万 | 0.08% | 7,805 | -2,500 | -24.3% | -$10.59万 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.53万 | 0.08% | 819 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.75万 | 0.08% | 1,083 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $30.84万 | 0.07% | 3,608 | -92 | -2.5% | -$7,865 | 减仓 |
| GEV | GE VERNOVA INC | $30.55万 | 0.07% | 260 | -1 | -0.4% | -$1,175 | 减仓 |
| IJH | ISHARES TR | $27.95万 | 0.07% | 3,625 | -315 | -8.0% | -$2.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.85万 | 0.07% | 373 | -4 | -1.1% | -$2,987 | 减仓 |
| IVV | ISHARES TR | $26.89万 | 0.07% | 359 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.97万 | 0.06% | 1,248 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.90万 | 0.06% | 1,704 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $23.79万 | 0.06% | 1,155 | 1,155 | — | $23.79万 | 新建仓 |
| MDT | MEDTRONIC PLC | $23.47万 | 0.06% | 3,000 | -3,600 | -54.5% | -$28.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $22.69万 | 0.06% | 1,131 | -156 | -12.1% | -$3.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $21.89万 | 0.05% | 2,106 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $21.73万 | 0.05% | 68 | 1 | 1.5% | $3,196 | 加仓 |
| IWD | ISHARES TR | $21.16万 | 0.05% | 873 | 873 | — | $21.16万 | 新建仓 |
| NVS | NOVARTIS AG | $20.44万 | 0.05% | 1,304 | 1,304 | — | $20.44万 | 新建仓 |
| — | DYADIC INTL INC DEL | $2.69万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| 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 |