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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $73.10万 | 0.16% | 5,530 | 30 | 0.5% | $3,965 | 加仓 |
| CMI | CUMMINS INC | $72.90万 | 0.16% | 1,355 | 34 | 2.6% | $1.83万 | 加仓 |
| LLY | ELI LILLY & CO | $70.91万 | 0.15% | 771 | 304 | 65.1% | $27.96万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $70.20万 | 0.15% | 11,575 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $66.79万 | 0.14% | 9,300 | 196 | 2.2% | $1.41万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $66.32万 | 0.14% | 2,069 | 465 | 29.0% | $14.91万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $61.07万 | 0.13% | 3,080 | 1,434 | 87.1% | $28.43万 | 加仓 |
| KVUE | KENVUE INC | $57.56万 | 0.12% | 33,388 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $56.92万 | 0.12% | 6,315 | 90 | 1.4% | $8,113 | 加仓 |
| IJR | ISHARES TR | $56.03万 | 0.12% | 4,507 | 142 | 3.3% | $1.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $55.28万 | 0.12% | 1,925 | 325 | 20.3% | $9.33万 | 加仓 |
| HSY | HERSHEY CO | $54.99万 | 0.12% | 2,645 | 545 | 26.0% | $11.33万 | 加仓 |
| SNOW | SNOWFLAKE INC | $54.61万 | 0.12% | 3,621 | 1,020 | 39.2% | $15.38万 | 加仓 |
| IWM | ISHARES TR | $53.47万 | 0.11% | 2,156 | 2,156 | — | $53.47万 | 新建仓 |
| NOW | SERVICENOW INC | $52.85万 | 0.11% | 5,055 | 5,055 | — | $52.85万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $52.67万 | 0.11% | 3,350 | 532 | 18.9% | $8.36万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $52.27万 | 0.11% | 1,523 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $51.93万 | 0.11% | 3,576 | 741 | 26.1% | $10.76万 | 加仓 |
| EFA | ISHARES TR | $51.29万 | 0.11% | 5,281 | 1,789 | 51.2% | $17.38万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $49.91万 | 0.11% | 646 | 91 | 16.4% | $7.03万 | 加仓 |
| FAST | FASTENAL CO | $49.39万 | 0.11% | 10,645 | 10,645 | — | $49.39万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $47.59万 | 0.10% | 1,142 | 521 | 83.9% | $21.71万 | 加仓 |
| BLK | BLACKROCK INC | $47.51万 | 0.10% | 494 | 138 | 38.8% | $13.27万 | 加仓 |
| TSLA | TESLA INC | $47.10万 | 0.10% | 1,267 | 1,267 | — | $47.10万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.90万 | 0.10% | 1,935 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $45.86万 | 0.10% | 15,820 | 15,820 | — | $45.86万 | 新建仓 |
| SBUX | STARBUCKS CORP | $44.61万 | 0.10% | 4,979 | 728 | 17.1% | $6.52万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.70万 | 0.09% | 2,151 | 1,125 | 109.6% | $22.86万 | 加仓 |
| GE | GE AEROSPACE | $43.64万 | 0.09% | 1,538 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $42.89万 | 0.09% | 2,606 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $42.54万 | 0.09% | 390 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $41.73万 | 0.09% | 3,140 | 700 | 28.7% | $9.30万 | 加仓 |
| CI | THE CIGNA GROUP | $41.08万 | 0.09% | 1,540 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $40.84万 | 0.09% | 9,948 | 125 | 1.3% | $5,131 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $39.87万 | 0.09% | 1,180 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $39.44万 | 0.08% | 2,000 | 2,000 | — | $39.44万 | 新建仓 |
| EMXC | ISHARES INC | $39.33万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $38.99万 | 0.08% | 45,237 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $37.80万 | 0.08% | 1,740 | -4,425 | -71.8% | -$96.13万 | 减仓 |
| INTC | INTEL CORP | $37.21万 | 0.08% | 8,433 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $36.74万 | 0.08% | 741 | 741 | — | $36.74万 | 新建仓 |
| IVW | ISHARES TR | $36.64万 | 0.08% | 3,239 | 3,239 | — | $36.64万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $36.09万 | 0.08% | 2,183 | 2,183 | — | $36.09万 | 新建仓 |
| TGT | TARGET CORP | $34.37万 | 0.07% | 2,836 | 23 | 0.8% | $2,788 | 加仓 |
| ETN | EATON CORP PLC | $34.19万 | 0.07% | 956 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $33.99万 | 0.07% | 3,655 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $33.31万 | 0.07% | 3,310 | 20 | 0.6% | $2,012 | 加仓 |
| KO | COCA COLA CO | $32.34万 | 0.07% | 4,252 | 4,252 | — | $32.34万 | 新建仓 |
| BX | BLACKSTONE INC | $31.70万 | 0.07% | 2,757 | 25 | 0.9% | $2,875 | 加仓 |
| UNP | UNION PAC CORP | $30.79万 | 0.07% | 1,269 | 237 | 23.0% | $5.75万 | 加仓 |
| IEFA | ISHARES TR | $30.54万 | 0.07% | 3,374 | 3,374 | — | $30.54万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $30.41万 | 0.07% | 2,389 | 2,389 | — | $30.41万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $30.33万 | 0.07% | 713 | 713 | — | $30.33万 | 新建仓 |
| BAC | BANK AMERICA CORP | $30.10万 | 0.06% | 6,174 | 45 | 0.7% | $2,194 | 加仓 |
| PWR | QUANTA SVCS INC | $28.44万 | 0.06% | 518 | 518 | — | $28.44万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $27.91万 | 0.06% | 3,709 | 3,709 | — | $27.91万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.78万 | 0.06% | 805 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $27.68万 | 0.06% | 2,847 | 2,847 | — | $27.68万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $27.64万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $27.49万 | 0.06% | 325 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $27.45万 | 0.06% | 1,712 | 1,712 | — | $27.45万 | 新建仓 |
| SNA | SNAP ON INC | $26.91万 | 0.06% | 741 | 741 | — | $26.91万 | 新建仓 |
| WAT | WATERS CORP | $26.34万 | 0.06% | 884 | 884 | — | $26.34万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.32万 | 0.06% | 906 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.23万 | 0.06% | 1,110 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $25.67万 | 0.06% | 1,117 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $24.84万 | 0.05% | 1,626 | 1,626 | — | $24.84万 | 新建仓 |
| MKL | MARKEL GROUP INC | $24.69万 | 0.05% | 129 | 129 | — | $24.69万 | 新建仓 |
| QUAL | ISHARES TR | $24.26万 | 0.05% | 1,265 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $24.02万 | 0.05% | 3,000 | 3,000 | — | $24.02万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $23.66万 | 0.05% | 410 | 410 | — | $23.66万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.53万 | 0.05% | 3,750 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $23.24万 | 0.05% | 1,274 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $22.67万 | 0.05% | 750 | -9 | -1.2% | -$2,720 | 减仓 |
| DSI | ISHARES TR | $22.61万 | 0.05% | 1,866 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY- | $22.50万 | 0.05% | 6,978 | 6,978 | — | $22.50万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $22.46万 | 0.05% | 6,321 | 6,321 | — | $22.46万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.71万 | 0.05% | 605 | 5 | 0.8% | $1,794 | 加仓 |
| BWA | BORGWARNER INC | $21.70万 | 0.05% | 4,000 | 4,000 | — | $21.70万 | 新建仓 |
| IWN | ISHARES TR | $21.06万 | 0.05% | 1,111 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $20.73万 | 0.04% | 982 | 982 | — | $20.73万 | 新建仓 |
| GLW | CORNING INC | $20.40万 | 0.04% | 1,500 | -11,250 | -88.2% | -$152.97万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.34万 | 0.04% | 6,355 | 50 | 0.8% | $1,601 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $19.25万 | 0.04% | 21,340 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $7.25万 | 0.02% | 13,888 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$36.77万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -693 | -100.0% | -$24.48万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,615 | -100.0% | -$21.10万 | 清仓 |