Cove Private Wealth, LLC
Oyster Bay Cove NY · SEC CIK 0002015131
$4.66亿2026Q1 申报市值
185持仓数
52.3%前十大占比 · 第一大 14.2%
29 / 3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
UPS 加仓+$5,935.83万
BKNG 加仓+$2,656.71万
NVDA 加仓+$524.16万
AAPL 加仓+$409.16万
GOOG 加仓+$362.82万
2026Q1 卖出最多 按季末市值估算
GLW 重新持有-$152.97万
VBR 减仓-$96.13万
NXPI 减仓-$85.40万
KKR 减仓-$75.04万
AZN 清仓-$36.77万
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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $6,604.64万 | 14.16% | 671,340 | 603,357 | 887.5% | $5,935.83万 | 加仓 |
| AAPL | APPLE INC | $3,418.78万 | 7.33% | 134,709 | 16,122 | 13.6% | $409.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,123.07万 | 6.70% | 179,075 | 30,055 | 20.2% | $524.16万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,715.66万 | 5.82% | 6,450 | 6,310 | 4,507.1% | $2,656.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,126.44万 | 4.56% | 57,445 | 8,312 | 16.9% | $307.69万 | 加仓 |
| AMZN | AMAZON COM INC | $1,691.42万 | 3.63% | 81,213 | 13,615 | 20.1% | $283.56万 | 加仓 |
| GOOGL | ALPHABET INC | $1,480.04万 | 3.17% | 51,469 | 3,859 | 8.1% | $110.97万 | 加仓 |
| GOOG | ALPHABET INC | $1,477.16万 | 3.17% | 51,494 | 12,648 | 32.6% | $362.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $919.34万 | 1.97% | 31,253 | 1,172 | 3.9% | $34.48万 | 加仓 |
| AVGO | BROADCOM INC | $861.83万 | 1.85% | 27,845 | 1,117 | 4.2% | $34.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $759.07万 | 1.63% | 12,703 | 4,900 | 62.8% | $292.80万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $683.05万 | 1.46% | 10,503 | 3,771 | 56.0% | $245.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $605.44万 | 1.30% | 12,117 | 4,189 | 52.8% | $209.31万 | 加仓 |
| IWF | ISHARES TR | $579.43万 | 1.24% | 13,589 | 6,149 | 82.6% | $262.19万 | 加仓 |
| SGOV | ISHARES TR | $469.08万 | 1.01% | 46,600 | 2,000 | 4.5% | $20.13万 | 加仓 |
| HD | HOME DEPOT INC | $462.85万 | 0.99% | 14,073 | 1,481 | 11.8% | $48.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $455.27万 | 0.98% | 4,569 | 1,130 | 32.9% | $112.60万 | 加仓 |
| MCK | MCKESSON CORP | $445.49万 | 0.96% | 5,148 | 108 | 2.1% | $9.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $418.55万 | 0.90% | 15,980 | 3,463 | 27.7% | $90.70万 | 加仓 |
| V | VISA INC | $418.21万 | 0.90% | 13,837 | 2,310 | 20.0% | $69.82万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $416.71万 | 0.89% | 42,071 | 365 | 0.9% | $3.62万 | 加仓 |
| META | META PLATFORMS INC | $412.56万 | 0.88% | 7,211 | 2,113 | 41.4% | $120.89万 | 加仓 |
| — | EXXON MOBIL CORP | $409.86万 | 0.88% | 24,158 | 2,338 | 10.7% | $39.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $385.94万 | 0.83% | 15,788 | 1,222 | 8.4% | $29.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $363.94万 | 0.78% | 56,795 | 320 | 0.6% | $2.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $357.20万 | 0.77% | 7,454 | 2,177 | 41.3% | $104.32万 | 加仓 |
| CAT | CATERPILLAR INC | $328.58万 | 0.70% | 4,638 | 2,085 | 81.7% | $147.71万 | 加仓 |
| WMT | WALMART INC | $313.87万 | 0.67% | 25,255 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $296.23万 | 0.64% | 4,535 | 3,343 | 280.5% | $218.37万 | 加仓 |
| GLD | SPDR GOLD TR | $293.67万 | 0.63% | 6,825 | -60 | -0.9% | -$2.58万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $292.56万 | 0.63% | 3,268 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $265.23万 | 0.57% | 12,195 | 1,064 | 9.6% | $23.14万 | 加仓 |
| AME | AMETEK INC | $262.59万 | 0.56% | 12,250 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $255.98万 | 0.55% | 12,372 | 2,727 | 28.3% | $56.42万 | 加仓 |
| AMAT | APPLIED MATLS INC | $253.81万 | 0.54% | 7,426 | 22 | 0.3% | $7,519 | 加仓 |
| APH | AMPHENOL CORP | $245.06万 | 0.53% | 19,395 | 5,326 | 37.9% | $67.29万 | 加仓 |
| ALB | ALBEMARLE CORP | $240.57万 | 0.52% | 13,400 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $236.08万 | 0.51% | 12,647 | 3,347 | 36.0% | $62.48万 | 加仓 |
| PFE | PFIZER INC | $235.81万 | 0.51% | 83,977 | 1,195 | 1.4% | $3.36万 | 加仓 |
| CSCO | CISCO SYS INC | $231.24万 | 0.50% | 29,803 | 983 | 3.4% | $7.63万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $220.20万 | 0.47% | 4,955 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $206.90万 | 0.44% | 5,075 | 5 | 0.1% | $2,038 | 加仓 |
| DHR | DANAHER CORP DEL | $197.71万 | 0.42% | 10,428 | 4,810 | 85.6% | $91.20万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $197.07万 | 0.42% | 14,140 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $195.78万 | 0.42% | 13,415 | 5,597 | 71.6% | $81.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $195.38万 | 0.42% | 3,975 | 100 | 2.6% | $4.92万 | 加仓 |
| DE | DEERE & CO | $192.82万 | 0.41% | 3,423 | 36 | 1.1% | $2.03万 | 加仓 |
| PEP | PEPSICO INC | $176.04万 | 0.38% | 11,336 | 383 | 3.5% | $5.95万 | 加仓 |
| IEMG | ISHARES INC | $174.67万 | 0.37% | 25,043 | 2,155 | 9.4% | $15.03万 | 加仓 |
| DIS | DISNEY WALT CO | $172.68万 | 0.37% | 17,917 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $166.91万 | 0.36% | 11,556 | 1,165 | 11.2% | $16.83万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $166.45万 | 0.36% | 10,583 | 3,181 | 43.0% | $50.03万 | 加仓 |
| DVY | ISHARES TR | $159.28万 | 0.34% | 10,520 | 2,240 | 27.1% | $33.92万 | 加仓 |
| ORCL | ORACLE CORP | $158.14万 | 0.34% | 10,750 | -100 | -0.9% | -$1.47万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $157.85万 | 0.34% | 5,500 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $157.52万 | 0.34% | 6,480 | -1,077 | -14.3% | -$26.18万 | 减仓 |
| MCD | MCDONALDS CORP | $151.60万 | 0.32% | 4,878 | 96 | 2.0% | $2.98万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $145.44万 | 0.31% | 20,220 | 3,823 | 23.3% | $27.50万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.31% | 2 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $142.02万 | 0.30% | 8,893 | 3,156 | 55.0% | $50.40万 | 加仓 |
| QCOM | QUALCOMM INC | $141.79万 | 0.30% | 11,010 | 105 | 1.0% | $1.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $137.68万 | 0.30% | 13,410 | 1,085 | 8.8% | $11.14万 | 加仓 |
| GEV | GE VERNOVA INC | $136.78万 | 0.29% | 1,567 | 80 | 5.4% | $6.98万 | 加仓 |
| IBDR | ISHARES TR | $135.28万 | 0.29% | 55,807 | 22,267 | 66.4% | $53.98万 | 加仓 |
| — | BANK AMERICA CORP | $132.86万 | 0.28% | 1,115 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $129.13万 | 0.28% | 13,903 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $128.87万 | 0.28% | 14,872 | 43 | 0.3% | $3,726 | 加仓 |
| VDE | VANGUARD WORLD FD | $127.62万 | 0.27% | 7,375 | 4,537 | 159.9% | $78.51万 | 加仓 |
| HDV | ISHARES TR | $125.12万 | 0.27% | 9,219 | 2,229 | 31.9% | $30.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $123.07万 | 0.26% | 5,760 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $123.03万 | 0.26% | 8,510 | 1,547 | 22.2% | $22.36万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $112.33万 | 0.24% | 148,388 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $111.14万 | 0.24% | 12,015 | -8,112 | -40.3% | -$75.04万 | 减仓 |
| — | HONEYWELL INTL INC | $110.44万 | 0.24% | 4,886 | 211 | 4.5% | $4.77万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $109.73万 | 0.24% | 13,702 | 919 | 7.2% | $7.36万 | 加仓 |
| IJH | ISHARES TR | $104.54万 | 0.22% | 15,480 | 11,340 | 273.9% | $76.58万 | 加仓 |
| ZTS | ZOETIS INC | $104.41万 | 0.22% | 8,833 | 2,991 | 51.2% | $35.36万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $102.62万 | 0.22% | 2,900 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $102.37万 | 0.22% | 5,200 | -4,338 | -45.5% | -$85.40万 | 减仓 |
| — | WELLS FARGO & CO | $102.10万 | 0.22% | 884 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $98.21万 | 0.21% | 3,692 | 675 | 22.4% | $17.96万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $96.94万 | 0.21% | 10,388 | 1,653 | 18.9% | $15.43万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $96.09万 | 0.21% | 6,554 | 3,024 | 85.7% | $44.33万 | 加仓 |
| CB | CHUBB LTD SWITZ | $95.69万 | 0.21% | 2,936 | 600 | 25.7% | $19.56万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $94.19万 | 0.20% | 5,458 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $93.72万 | 0.20% | 37,000 | 37,000 | — | $93.72万 | 新建仓 |
| NKE | NIKE INC | $89.23万 | 0.19% | 16,893 | -1,420 | -7.8% | -$7.50万 | 减仓 |
| — | ELECTRONIC ARTS INC | $87.46万 | 0.19% | 4,290 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $87.40万 | 0.19% | 4,850 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $84.28万 | 0.18% | 4,369 | 979 | 28.9% | $18.88万 | 加仓 |
| MRK | MERCK & CO INC | $83.78万 | 0.18% | 6,965 | 424 | 6.5% | $5.10万 | 加仓 |
| SLB | SLB LIMITED | $83.15万 | 0.18% | 16,180 | 1,050 | 6.9% | $5.40万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $82.00万 | 0.18% | 12,616 | 285 | 2.3% | $1.85万 | 加仓 |
| NUE | NUCOR CORP | $81.42万 | 0.17% | 4,815 | 16 | 0.3% | $2,706 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $81.31万 | 0.17% | 5,975 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $78.73万 | 0.17% | 15,683 | 2,201 | 16.3% | $11.05万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $78.51万 | 0.17% | 6,618 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $77.57万 | 0.17% | 32,000 | 32,000 | — | $77.57万 | 新建仓 |
| INTU | INTUIT | $75.23万 | 0.16% | 1,740 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $73.80万 | 0.16% | 1,601 | 431 | 36.8% | $19.87万 | 加仓 |