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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $85.41万 | 0.16% | 4,483 | 1,343 | 42.8% | $25.59万 | 加仓 |
| KO | COCA COLA CO | $84.62万 | 0.16% | 10,412 | 6,160 | 144.9% | $50.06万 | 加仓 |
| RTX | RTX CORPORATION | $82.89万 | 0.16% | 4,369 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $82.01万 | 0.16% | 6,233 | 258 | 4.3% | $3.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $81.88万 | 0.16% | 1,073 | 619 | 136.3% | $47.24万 | 重新持有 |
| IAU | ISHARES GOLD TR | $76.98万 | 0.15% | 10,195 | 10,195 | — | $76.98万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $75.30万 | 0.15% | 2,187 | 118 | 5.7% | $4.06万 | 加仓 |
| SLB | SLB LIMITED | $75.22万 | 0.15% | 16,180 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $74.91万 | 0.14% | 5,530 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $74.36万 | 0.14% | 29,000 | 29,000 | — | $74.36万 | 新建仓 |
| EEM | ISHARES TR | $74.02万 | 0.14% | 10,820 | 10,820 | — | $74.02万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $71.80万 | 0.14% | 6,315 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $71.70万 | 0.14% | 2,636 | 1,367 | 107.7% | $37.18万 | 加仓 |
| WAT | WATERS CORP | $70.78万 | 0.14% | 1,887 | 1,003 | 113.5% | $37.62万 | 加仓 |
| ZTS | ZOETIS INC | $68.43万 | 0.13% | 9,522 | 689 | 7.8% | $4.95万 | 加仓 |
| NKE | NIKE INC | $67.76万 | 0.13% | 16,507 | -386 | -2.3% | -$1.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $67.75万 | 0.13% | 920 | 510 | 124.4% | $37.56万 | 加仓 |
| IJR | ISHARES TR | $67.21万 | 0.13% | 4,532 | 25 | 0.6% | $3,708 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $67.16万 | 0.13% | 4,233 | -2,321 | -35.4% | -$36.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.12万 | 0.13% | 15,853 | 170 | 1.1% | $7,198 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.70万 | 0.13% | 11,575 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $66.57万 | 0.13% | 6,514 | 1,535 | 30.8% | $15.69万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $65.74万 | 0.13% | 13,535 | 919 | 7.3% | $4.46万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $65.29万 | 0.13% | 8,760 | 5,051 | 136.2% | $37.65万 | 加仓 |
| MMM | 3M CO | $63.97万 | 0.12% | 3,951 | 375 | 10.5% | $6.07万 | 加仓 |
| KVUE | KENVUE INC | $63.80万 | 0.12% | 33,388 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $63.67万 | 0.12% | 1,601 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $63.48万 | 0.12% | 1,648 | 935 | 131.1% | $36.02万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $62.67万 | 0.12% | 3,845 | 3,845 | — | $62.67万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $62.04万 | 0.12% | 7,700 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $59.00万 | 0.11% | 1,730 | 18 | 1.1% | $6,138 | 加仓 |
| NOW | SERVICENOW INC | $58.92万 | 0.11% | 5,935 | 880 | 17.4% | $8.74万 | 加仓 |
| GE | GE AEROSPACE | $57.48万 | 0.11% | 1,538 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $56.74万 | 0.11% | 910 | 264 | 40.9% | $16.46万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $56.73万 | 0.11% | 3,749 | 399 | 11.9% | $6.04万 | 加仓 |
| IBMQ | ISHARES TR | $56.28万 | 0.11% | 22,000 | 22,000 | — | $56.28万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $56.09万 | 0.11% | 1,142 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $55.92万 | 0.11% | 22,000 | 22,000 | — | $55.92万 | 新建仓 |
| HON | HONEYWELL INTL INC | $55.06万 | 0.11% | 2,459 | -2,427 | -49.7% | -$54.34万 | 减仓 |
| MS | MORGAN STANLEY | $54.89万 | 0.11% | 2,626 | 20 | 0.8% | $4,181 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.81万 | 0.11% | 1,949 | 14 | 0.7% | $3,937 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $54.77万 | 0.11% | 1,546 | 23 | 1.5% | $8,148 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $54.36万 | 0.11% | 2,459 | 2,459 | — | $54.36万 | 新建仓 |
| TSLA | TESLA INC | $53.37万 | 0.10% | 1,269 | 2 | 0.2% | $841 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.07万 | 0.10% | 862 | 862 | — | $50.07万 | 新建仓 |
| BLK | BLACKROCK INC | $48.08万 | 0.09% | 500 | 6 | 1.2% | $5,769 | 加仓 |
| CSX | CSX CORP | $47.28万 | 0.09% | 9,948 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $47.07万 | 0.09% | 2,683 | 38 | 1.4% | $6,667 | 加仓 |
| INTU | INTUIT | $45.02万 | 0.09% | 1,725 | -15 | -0.9% | -$3,915 | 减仓 |
| NVS | NOVARTIS AG | $44.93万 | 0.09% | 2,867 | 1,241 | 76.3% | $19.45万 | 加仓 |
| IJK | ISHARES TR | $44.77万 | 0.09% | 3,810 | 500 | 15.1% | $5.88万 | 加仓 |
| IVW | ISHARES TR | $44.55万 | 0.09% | 3,239 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $43.29万 | 0.08% | 45,237 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $42.48万 | 0.08% | 2,348 | 165 | 7.6% | $2.99万 | 加仓 |
| CI | THE CIGNA GROUP | $42.45万 | 0.08% | 1,540 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $41.92万 | 0.08% | 1,725 | -15 | -0.9% | -$3,645 | 减仓 |
| NVO | NOVO-NORDISK A S | $41.50万 | 0.08% | 8,656 | 8,656 | — | $41.50万 | 新建仓 |
| ETN | EATON CORP PLC | $40.74万 | 0.08% | 956 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $40.09万 | 0.08% | 4,425 | 1,425 | 47.5% | $12.91万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $39.52万 | 0.08% | 7,371 | 7,371 | — | $39.52万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $38.88万 | 0.08% | 3,124 | 44 | 1.4% | $5,475 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $38.60万 | 0.07% | 2,150 | 2,150 | — | $38.60万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $38.51万 | 0.07% | 2,031 | 31 | 1.6% | $5,878 | 加仓 |
| GLW | CORNING INC | $38.31万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $38.17万 | 0.07% | 3,952 | 578 | 17.1% | $5.58万 | 加仓 |
| TGT | TARGET CORP | $37.96万 | 0.07% | 2,906 | 70 | 2.5% | $9,143 | 加仓 |
| PWR | QUANTA SVCS INC | $37.30万 | 0.07% | 518 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $36.82万 | 0.07% | 1,652 | 535 | 47.9% | $11.92万 | 加仓 |
| BAC | BANK OF AMER CORP | $36.05万 | 0.07% | 6,326 | 152 | 2.5% | $8,661 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $35.93万 | 0.07% | 4,058 | 4,058 | — | $35.93万 | 新建仓 |
| SNA | SNAP ON INC | $34.24万 | 0.07% | 851 | 110 | 14.8% | $4.43万 | 加仓 |
| T | AT&T INC | $33.02万 | 0.06% | 15,953 | 133 | 0.8% | $2,753 | 加仓 |
| IWR | ISHARES TR | $33.01万 | 0.06% | 2,992 | 145 | 5.1% | $1.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.87万 | 0.06% | 325 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $32.52万 | 0.06% | 1,450 | 1,450 | — | $32.52万 | 新建仓 |
| BX | BLACKSTONE INC | $31.54万 | 0.06% | 2,680 | -77 | -2.8% | -$9,061 | 减仓 |
| EMR | EMERSON ELEC CO | $31.38万 | 0.06% | 2,192 | 2,192 | — | $31.38万 | 新建仓 |
| UL | UNILEVER PLC | $30.45万 | 0.06% | 5,065 | 5,065 | — | $30.45万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $30.10万 | 0.06% | 2,389 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $29.95万 | 0.06% | 605 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $29.64万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.05万 | 0.06% | 146 | 146 | — | $29.05万 | 新建仓 |
| MKL | MARKEL GROUP INC | $28.90万 | 0.06% | 148 | 19 | 14.7% | $3.71万 | 加仓 |
| SHEL | SHELL PLC | $28.34万 | 0.05% | 3,655 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $28.26万 | 0.05% | 948 | 948 | — | $28.26万 | 新建仓 |
| QUAL | ISHARES TR | $27.76万 | 0.05% | 1,265 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $27.43万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.21万 | 0.05% | 928 | 22 | 2.4% | $6,450 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.07万 | 0.05% | 8,000 | 8,000 | — | $27.07万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.88万 | 0.05% | 994 | 994 | — | $26.88万 | 新建仓 |
| DSI | ISHARES TR | $26.57万 | 0.05% | 1,866 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $26.56万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $25.72万 | 0.05% | 817 | 817 | — | $25.72万 | 新建仓 |
| EMXC | ISHARES INC | $25.57万 | 0.05% | 2,500 | -2,500 | -50.0% | -$25.57万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $25.56万 | 0.05% | 1,274 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $25.48万 | 0.05% | 4,171 | 4,171 | — | $25.48万 | 新建仓 |
| LOW | LOWES COS INC | $24.76万 | 0.05% | 1,123 | 13 | 1.2% | $2,866 | 加仓 |
| ADI | ANALOG DEVICES INC | $24.70万 | 0.05% | 622 | 622 | — | $24.70万 | 新建仓 |
| IWN | ISHARES TR | $24.58万 | 0.05% | 1,111 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $23.55万 | 0.05% | 6,321 | 0 | 0.0% | — | 不变 |