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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $5,166.48万 | 11.71% | 12,271 | 12,130 | 8,602.8% | $5,107.12万 | 加仓 |
| AAPL | APPLE INC | $1,863.60万 | 4.22% | 73,431 | -8,500 | -10.4% | -$215.72万 | 减仓 |
| MCK | MCKESSON CORP | $1,527.52万 | 3.46% | 17,652 | -3,720 | -17.4% | -$321.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,417.18万 | 3.21% | 38,285 | -910 | -2.3% | -$33.69万 | 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 |
| JPM | JPMORGAN CHASE & CO | $1,277.83万 | 2.90% | 43,440 | -5,300 | -10.9% | -$155.90万 | 减仓 |
| GOOG | ALPHABET INC | $1,099.60万 | 2.49% | 38,332 | -5,250 | -12.0% | -$150.60万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,036.15万 | 2.35% | 216,000 | -9,800 | -4.3% | -$47.01万 | 减仓 |
| CSCO | CISCO SYS INC | $1,003.35万 | 2.27% | 129,314 | -16,650 | -11.4% | -$129.19万 | 减仓 |
| C | CITIGROUP INC | $960.36万 | 2.18% | 84,680 | -8,900 | -9.5% | -$100.93万 | 减仓 |
| CME | CME GROUP INC | $844.47万 | 1.91% | 28,592 | -2,000 | -6.5% | -$59.07万 | 减仓 |
| WM | WASTE MGMT INC DEL | $809.63万 | 1.84% | 35,233 | -3,350 | -8.7% | -$76.98万 | 减仓 |
| GE | GE AEROSPACE | $793.69万 | 1.80% | 27,969 | -3,980 | -12.5% | -$112.94万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $782.43万 | 1.77% | 133,818 | -7,310 | -5.2% | -$42.74万 | 减仓 |
| MO | ALTRIA GROUP INC | $779.74万 | 1.77% | 118,161 | -8,700 | -6.9% | -$57.41万 | 减仓 |
| AMGN | AMGEN INC | $717.55万 | 1.63% | 20,394 | -1,940 | -8.7% | -$68.26万 | 减仓 |
| MRK | MERCK & CO INC | $714.64万 | 1.62% | 59,410 | -10,000 | -14.4% | -$120.29万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $679.41万 | 1.54% | 102,770 | -3,900 | -3.7% | -$25.78万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $655.10万 | 1.48% | 16,722 | -30,464 | -64.6% | -$1,193.46万 | 减仓 |
| DVA | DAVITA INC | $622.44万 | 1.41% | 40,500 | 420 | 1.0% | $6.45万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $614.44万 | 1.39% | 125,370 | -7,400 | -5.6% | -$36.27万 | 减仓 |
| BAC | BANK AMERICA CORP | $579.73万 | 1.31% | 118,919 | -8,030 | -6.3% | -$39.15万 | 减仓 |
| DHI | D R HORTON INC | $559.93万 | 1.27% | 40,805 | -5,500 | -11.9% | -$75.47万 | 减仓 |
| SONY | SONY GROUP CORP | $559.78万 | 1.27% | 270,424 | -6,350 | -2.3% | -$13.14万 | 减仓 |
| GOOGL | ALPHABET INC | $558.90万 | 1.27% | 19,436 | -3,135 | -13.9% | -$90.15万 | 减仓 |
| QCOM | QUALCOMM INC | $543.25万 | 1.23% | 42,184 | -5,488 | -11.5% | -$70.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $506.18万 | 1.15% | 5,080 | -200 | -3.8% | -$19.93万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $503.09万 | 1.14% | 183,608 | 2,078 | 1.1% | $5.69万 | 加仓 |
| CB | CHUBB LTD SWITZ | $453.82万 | 1.03% | 13,924 | 350 | 2.6% | $11.41万 | 加仓 |
| NEM | NEWMONT CORP | $445.12万 | 1.01% | 41,120 | -450 | -1.1% | -$4.87万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $428.89万 | 0.97% | 65,520 | 2,750 | 4.4% | $18.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $417.49万 | 0.95% | 17,079 | -5,750 | -25.2% | -$140.56万 | 减仓 |
| CVS | CVS HEALTH CORP | $410.20万 | 0.93% | 57,116 | -4,150 | -6.8% | -$29.81万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $389.46万 | 0.88% | 24,770 | 2,150 | 9.5% | $33.80万 | 加仓 |
| FISV | FISERV INC | $378.66万 | 0.86% | 67,860 | 7,025 | 11.5% | $39.20万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $371.85万 | 0.84% | 13,937 | -7 | -0.1% | -$1,868 | 减仓 |
| EBAY | EBAY INC. | $358.16万 | 0.81% | 39,350 | -1,850 | -4.5% | -$16.84万 | 减仓 |
| CPRT | COPART INC | $343.82万 | 0.78% | 103,560 | 36,212 | 53.8% | $120.22万 | 加仓 |
| UNP | UNION PAC CORP | $334.32万 | 0.76% | 13,780 | -3,015 | -18.0% | -$73.15万 | 减仓 |
| HRB | BLOCK H & R INC | $326.14万 | 0.74% | 102,752 | 102,752 | — | $326.14万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $325.17万 | 0.74% | 24,820 | -5,450 | -18.0% | -$71.40万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $323.48万 | 0.73% | 27,400 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $321.92万 | 0.73% | 14,801 | -1,600 | -9.8% | -$34.80万 | 减仓 |
| TXT | TEXTRON INC | $318.85万 | 0.72% | 36,415 | 2,000 | 5.8% | $17.51万 | 加仓 |
| BLK | BLACKROCK INC | $316.50万 | 0.72% | 3,291 | -250 | -7.1% | -$24.04万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $312.58万 | 0.71% | 378,888 | -5,300 | -1.4% | -$4.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $302.19万 | 0.68% | 14,606 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $301.88万 | 0.68% | 34,242 | -4,687 | -12.0% | -$41.32万 | 减仓 |
| ORCL | ORACLE CORP | $291.95万 | 0.66% | 19,846 | -3,453 | -14.8% | -$50.80万 | 减仓 |
| FHI | FEDERATED HERMES INC | $282.13万 | 0.64% | 49,750 | -11,000 | -18.1% | -$62.38万 | 减仓 |
| — | EXXON MOBIL CORP | $279.67万 | 0.63% | 16,484 | -2,515 | -13.2% | -$42.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $269.66万 | 0.61% | 8,915 | -930 | -9.4% | -$28.13万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $268.58万 | 0.61% | 57,255 | -12,106 | -17.5% | -$56.79万 | 减仓 |
| TGT | TARGET CORP | $261.99万 | 0.59% | 21,616 | -175 | -0.8% | -$2.12万 | 减仓 |
| FN | FABRINET | $243.03万 | 0.55% | 4,660 | -195 | -4.0% | -$10.17万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $239.91万 | 0.54% | 20,223 | -3,600 | -15.1% | -$42.71万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $220.99万 | 0.50% | 7,700 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $218.24万 | 0.49% | 16,657 | -3,150 | -15.9% | -$41.27万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $215.05万 | 0.49% | 21,094 | 179 | 0.9% | $1.82万 | 加仓 |
| WMT | WALMART INC | $214.91万 | 0.49% | 17,292 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $213.51万 | 0.48% | 10,252 | 747 | 7.9% | $15.56万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $209.06万 | 0.47% | 62,350 | -1,850 | -2.9% | -$6.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $209.05万 | 0.47% | 4,184 | -1,000 | -19.3% | -$49.96万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $190.20万 | 0.43% | 21,100 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $179.26万 | 0.41% | 15,242 | 1,500 | 10.9% | $17.64万 | 加仓 |
| VTS | VITESSE ENERGY INC | $168.71万 | 0.38% | 92,900 | 46,649 | 100.9% | $84.71万 | 加仓 |
| INTU | INTUIT | $165.17万 | 0.37% | 3,820 | -22 | -0.6% | -$9,512 | 减仓 |
| PG | PROCTER & GAMBLE CO | $161.39万 | 0.37% | 11,174 | -91 | -0.8% | -$1.31万 | 减仓 |
| HPQ | HP INC | $159.54万 | 0.36% | 83,050 | 5,657 | 7.3% | $10.87万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $158.96万 | 0.36% | 23,525 | 8,435 | 55.9% | $57.00万 | 加仓 |
| AVGO | BROADCOM INC | $152.22万 | 0.35% | 4,918 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $150.48万 | 0.34% | 4,384 | 295 | 7.2% | $10.13万 | 加仓 |
| PEP | PEPSICO INC | $140.85万 | 0.32% | 9,070 | -500 | -5.2% | -$7.76万 | 减仓 |
| SJM | SMUCKER J M CO | $135.31万 | 0.31% | 14,030 | 3,685 | 35.6% | $35.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $133.33万 | 0.30% | 2,206 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $128.01万 | 0.29% | 21,106 | -6,700 | -24.1% | -$40.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $110.04万 | 0.25% | 4,540 | -3,600 | -44.2% | -$87.25万 | 减仓 |
| GWW | WW GRAINGER INC | $109.08万 | 0.25% | 1,000 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $106.50万 | 0.24% | 14,306 | -595 | -4.0% | -$4.43万 | 减仓 |
| EXP | EAGLE MATLS INC | $105.62万 | 0.24% | 5,575 | 1,475 | 36.0% | $27.94万 | 加仓 |
| UL | UNILEVER PLC | $99.74万 | 0.23% | 17,507 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $97.64万 | 0.22% | 8,900 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $97.40万 | 0.22% | 4,122 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $93.78万 | 0.21% | 27,600 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $87.87万 | 0.20% | 4,432 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $84.13万 | 0.19% | 1,470 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $77.34万 | 0.18% | 2,651 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.87万 | 0.17% | 3,901 | 173 | 4.6% | $3.32万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $70.15万 | 0.16% | 31,500 | 6,200 | 24.5% | $13.81万 | 加仓 |
| KO | COCA COLA CO | $68.93万 | 0.16% | 9,063 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $67.10万 | 0.15% | 6,475 | -1,305 | -16.8% | -$13.52万 | 减仓 |
| AMCR | AMCOR PLC | $63.28万 | 0.14% | 15,920 | 15,920 | — | $63.28万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $60.93万 | 0.14% | 14,150 | -5,804 | -29.1% | -$24.99万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $59.87万 | 0.14% | 2,300 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $57.19万 | 0.13% | 6,600 | -5,450 | -45.2% | -$47.22万 | 减仓 |
| DAL | DELTA AIR LINES INC | $56.93万 | 0.13% | 8,564 | -20,100 | -70.1% | -$133.62万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $55.67万 | 0.13% | 5,800 | 170 | 3.0% | $1.63万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.51万 | 0.12% | 1,308 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $53.57万 | 0.12% | 2,636 | -405 | -13.3% | -$8.23万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.73万 | 0.12% | 10,305 | 0 | 0.0% | — | 不变 |