Cove Private Wealth, LLC
Oyster Bay Cove NY · SEC CIK 0002015131
$5.18亿2026Q2 申报市值
207持仓数
46.0%前十大占比 · 第一大 8.7%
25 / 4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
AAPL 加仓+$605.43万
GOOG 加仓+$506.60万
MA 加仓+$439.38万
COST 加仓+$318.06万
MSFT 加仓+$270.63万
2026Q2 卖出最多 按季末市值估算
UPS 减仓-$3,915.86万
BKNG 减仓-$2,746.23万
EXXON MOBIL CORP 清仓-$409.86万
MRVL 减仓-$76.11万
HON 减仓-$54.34万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,503.37万 | 8.70% | 155,632 | 20,923 | 15.5% | $605.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,831.26万 | 7.40% | 191,477 | 12,402 | 6.9% | $248.15万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,301.05万 | 6.38% | 307,074 | -364,266 | -54.3% | -$3,915.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,413.44万 | 4.66% | 64,700 | 7,255 | 12.6% | $270.63万 | 加仓 |
| GOOG | ALPHABET INC | $2,326.04万 | 4.49% | 65,832 | 14,338 | 27.8% | $506.60万 | 加仓 |
| GOOGL | ALPHABET INC | $2,092.54万 | 4.04% | 58,554 | 7,085 | 13.8% | $253.20万 | 加仓 |
| AMZN | AMAZON COM INC | $2,041.93万 | 3.94% | 85,673 | 4,460 | 5.5% | $106.30万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,177.14万 | 2.27% | 39,516 | -2,555 | -6.1% | -$76.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,061.71万 | 2.05% | 20,672 | 8,555 | 70.6% | $439.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,051.42万 | 2.03% | 32,121 | 868 | 2.8% | $28.41万 | 加仓 |
| AVGO | BROADCOM INC | $1,051.32万 | 2.03% | 27,831 | -14 | -0.1% | -$5,288 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,037.63万 | 2.00% | 15,108 | 2,405 | 18.9% | $165.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $967.66万 | 1.87% | 12,958 | 2,455 | 23.4% | $183.33万 | 加仓 |
| IWF | ISHARES TR | $822.55万 | 1.59% | 66,244 | 11,888 | 21.9% | $147.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $745.48万 | 1.44% | 7,969 | 3,400 | 74.4% | $318.06万 | 加仓 |
| CAT | CATERPILLAR INC | $635.53万 | 1.23% | 5,968 | 1,330 | 28.7% | $141.63万 | 加仓 |
| HD | HOME DEPOT INC | $563.72万 | 1.09% | 15,984 | 1,911 | 13.6% | $67.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $557.23万 | 1.08% | 11,136 | 3,682 | 49.4% | $184.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $536.90万 | 1.04% | 7,426 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $516.09万 | 1.00% | 17,026 | 1,046 | 6.5% | $31.71万 | 加仓 |
| META | META PLATFORMS INC | $493.50万 | 0.95% | 8,761 | 1,550 | 21.5% | $87.31万 | 加仓 |
| V | VISA INC | $493.33万 | 0.95% | 14,379 | 542 | 3.9% | $18.60万 | 加仓 |
| SGOV | ISHARES TR | $480.70万 | 0.93% | 47,750 | 1,150 | 2.5% | $11.58万 | 加仓 |
| IVV | ISHARES TR | $470.60万 | 0.91% | 6,284 | 1,749 | 38.6% | $130.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $435.30万 | 0.84% | 17,139 | 1,351 | 8.6% | $34.31万 | 加仓 |
| MCK | MCKESSON CORP | $417.77万 | 0.81% | 5,529 | 381 | 7.4% | $28.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $404.66万 | 0.78% | 56,795 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $365.92万 | 0.71% | 20,753 | 1,358 | 7.0% | $23.94万 | 加仓 |
| CSCO | CISCO SYS INC | $365.10万 | 0.71% | 31,083 | 1,280 | 4.3% | $15.03万 | 加仓 |
| WMT | WALMART INC | $349.26万 | 0.67% | 30,837 | 5,582 | 22.1% | $63.22万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $329.63万 | 0.64% | 3,370 | 102 | 3.1% | $9.98万 | 加仓 |
| ABBV | ABBVIE INC | $310.78万 | 0.60% | 12,350 | 155 | 1.3% | $3.90万 | 加仓 |
| AME | AMETEK INC | $294.92万 | 0.57% | 12,190 | -60 | -0.5% | -$1.45万 | 减仓 |
| CRM | SALESFORCE INC | $273.45万 | 0.53% | 17,455 | 4,808 | 38.0% | $75.32万 | 加仓 |
| TJX | TJX COS INC NEW | $273.29万 | 0.53% | 18,039 | 9,146 | 102.8% | $138.56万 | 加仓 |
| DHR | DANAHER CORP DEL | $268.42万 | 0.52% | 14,092 | 3,664 | 35.1% | $69.79万 | 加仓 |
| IEMG | ISHARES INC | $255.82万 | 0.49% | 30,881 | 5,838 | 23.3% | $48.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $252.73万 | 0.49% | 15,247 | 2,875 | 23.2% | $47.66万 | 加仓 |
| GLD | SPDR GOLD TR | $251.42万 | 0.49% | 6,825 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $249.60万 | 0.48% | 5,760 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $234.64万 | 0.45% | 3,699 | 276 | 8.1% | $17.51万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $227.32万 | 0.44% | 4,955 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $224.73万 | 0.43% | 27,200 | -3,250 | -10.7% | -$26.85万 | 减仓 |
| SDY | SPDR SERIES TRUST | $208.62万 | 0.40% | 13,709 | 294 | 2.2% | $4.47万 | 加仓 |
| QCOM | QUALCOMM INC | $203.45万 | 0.39% | 11,010 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $203.07万 | 0.39% | 84,332 | 355 | 0.4% | $8,548 | 加仓 |
| DVY | ISHARES TR | $202.05万 | 0.39% | 12,927 | 2,407 | 22.9% | $37.62万 | 加仓 |
| ADBE | ADOBE INC | $200.57万 | 0.39% | 9,783 | 3,303 | 51.0% | $67.72万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $199.29万 | 0.38% | 3,975 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $197.69万 | 0.38% | 13,481 | 1,925 | 16.7% | $28.23万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $187.02万 | 0.36% | 14,803 | 663 | 4.7% | $8.38万 | 加仓 |
| GEV | GE VERNOVA INC | $184.10万 | 0.36% | 1,567 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $182.64万 | 0.35% | 13,489 | 2,153 | 19.0% | $29.15万 | 加仓 |
| ALB | ALBEMARLE CORP | $176.89万 | 0.34% | 13,100 | -300 | -2.2% | -$4.05万 | 减仓 |
| ORCL | ORACLE CORP | $173.93万 | 0.34% | 11,868 | 1,118 | 10.4% | $16.38万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $172.87万 | 0.33% | 5,495 | -5 | -0.1% | -$1,573 | 减仓 |
| DIS | DISNEY WALT CO | $171.63万 | 0.33% | 17,832 | -85 | -0.5% | -$8,181 | 减仓 |
| IBDT | ISHARES TR | $166.65万 | 0.32% | 66,000 | 29,000 | 78.4% | $73.22万 | 加仓 |
| IBDR | ISHARES TR | $165.98万 | 0.32% | 68,501 | 12,694 | 22.7% | $30.76万 | 加仓 |
| SNOW | SNOWFLAKE INC | $158.96万 | 0.31% | 6,246 | 2,625 | 72.5% | $66.81万 | 加仓 |
| LIN | LINDE PLC | $158.64万 | 0.31% | 3,057 | 2,316 | 312.6% | $120.19万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $151.64万 | 0.29% | 16,711 | 3,301 | 24.6% | $29.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $147.74万 | 0.29% | 61,000 | 29,000 | 90.6% | $70.24万 | 加仓 |
| — | BANK OF AMER CORP | $140.25万 | 0.27% | 1,118 | 3 | 0.3% | $3,764 | 加仓 |
| CB | CHUBB LIMITED | $136.81万 | 0.26% | 4,015 | 1,079 | 36.8% | $36.77万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $136.21万 | 0.26% | 1,180 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $132.56万 | 0.26% | 10,768 | 185 | 1.7% | $2.28万 | 加仓 |
| FAST | FASTENAL CO | $132.41万 | 0.26% | 27,569 | 16,924 | 159.0% | $81.29万 | 加仓 |
| MCD | MCDONALDS CORP | $132.10万 | 0.26% | 4,887 | 9 | 0.2% | $2,433 | 加仓 |
| IWM | ISHARES TR | $131.09万 | 0.25% | 4,363 | 2,207 | 102.4% | $66.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $129.83万 | 0.25% | 17,992 | -2,228 | -11.0% | -$16.08万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $127.89万 | 0.25% | 7,175 | -154,075 | -95.6% | -$2,746.23万 | 减仓 |
| HDV | ISHARES TR | $126.35万 | 0.24% | 46,095 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $123.95万 | 0.24% | 13,702 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $122.90万 | 0.24% | 14,002 | 99 | 0.7% | $8,689 | 加仓 |
| MRK | MERCK & CO INC | $122.20万 | 0.24% | 9,510 | 2,545 | 36.5% | $32.70万 | 加仓 |
| IJH | ISHARES TR | $120.14万 | 0.23% | 15,580 | 100 | 0.6% | $7,711 | 加仓 |
| INTC | INTEL CORP | $117.75万 | 0.23% | 8,433 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $117.53万 | 0.23% | 12,131 | 1,743 | 16.8% | $16.89万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $112.92万 | 0.22% | 148,388 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $111.59万 | 0.22% | 4,983 | 2,832 | 131.7% | $63.42万 | 加仓 |
| LLY | ELI LILLY & CO | $110.95万 | 0.21% | 925 | 154 | 20.0% | $18.47万 | 加仓 |
| VDE | VANGUARD WORLD FD | $110.72万 | 0.21% | 7,375 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $110.40万 | 0.21% | 8,510 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $107.25万 | 0.21% | 4,815 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $105.39万 | 0.20% | 3,750 | -1,450 | -27.9% | -$40.75万 | 减仓 |
| ECL | ECOLAB INC | $103.73万 | 0.20% | 3,723 | 31 | 0.8% | $8,637 | 加仓 |
| — | WELLS FARGO & CO | $102.74万 | 0.20% | 888 | 4 | 0.5% | $4,628 | 加仓 |
| MDT | MEDTRONIC PLC | $99.15万 | 0.19% | 12,674 | -2,198 | -14.8% | -$17.19万 | 减仓 |
| GWW | WW GRAINGER INC | $98.90万 | 0.19% | 727 | 337 | 86.4% | $45.85万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $98.13万 | 0.19% | 2,900 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $96.75万 | 0.19% | 9,352 | 52 | 0.6% | $5,379 | 加仓 |
| CMI | CUMMINS INC | $96.64万 | 0.19% | 1,355 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $96.37万 | 0.19% | 10,500 | -1,515 | -12.6% | -$13.90万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $95.70万 | 0.18% | 6,618 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $90.72万 | 0.18% | 5,546 | 88 | 1.6% | $1.44万 | 加仓 |
| EFA | ISHARES TR | $90.02万 | 0.17% | 8,666 | 3,385 | 64.1% | $35.16万 | 加仓 |
| — | ELECTRONIC ARTS INC | $87.96万 | 0.17% | 4,290 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $87.51万 | 0.17% | 4,873 | 23 | 0.5% | $4,130 | 加仓 |