55 North Private Wealth, LLC
WINTER PARK FL · SEC CIK 0002106457
$3.91亿2026Q1 申报市值
210持仓数
59.8%前十大占比 · 第一大 19.4%
33 / 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
DFAU 加仓+$321.13万
VOO 加仓+$181.84万
AVEM 加仓+$152.27万
VEA 加仓+$108.10万
SPY 加仓+$105.94万
2026Q1 卖出最多 按季末市值估算
AVDE 减仓-$114.10万
MSFT 减仓-$71.18万
DFAX 减仓-$70.95万
BND 清仓-$55.93万
BRK/B 减仓-$49.26万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $31.16万 | 0.08% | 8,893 | -5,600 | -38.6% | -$19.62万 | 减仓 |
| SO | SOUTHERN CO | $31.42万 | 0.08% | 3,255 | 255 | 8.5% | $2.46万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.81万 | 0.08% | 12,672 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $31.85万 | 0.08% | 14,706 | 1,109 | 8.2% | $2.40万 | 加仓 |
| AMGN | AMGEN INC | $31.91万 | 0.08% | 907 | 158 | 21.1% | $5.56万 | 加仓 |
| LIN | LINDE PLC | $32.17万 | 0.08% | 649 | 649 | — | $32.17万 | 新建仓 |
| IWB | ISHARES TR | $32.48万 | 0.08% | 911 | 1 | 0.1% | $357 | 加仓 |
| SPGI | S&P GLOBAL INC | $32.58万 | 0.08% | 766 | -64 | -7.7% | -$2.72万 | 减仓 |
| TJX | TJX COS INC NEW | $33.17万 | 0.08% | 2,077 | 533 | 34.5% | $8.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.17万 | 0.08% | 6,609 | 6,609 | — | $33.17万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $33.32万 | 0.09% | 4,580 | 934 | 25.6% | $6.79万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $33.72万 | 0.09% | 4,301 | -199 | -4.4% | -$1.56万 | 减仓 |
| T | AT&T INC | $34.24万 | 0.09% | 11,811 | 3,269 | 38.3% | $9.48万 | 加仓 |
| UNP | UNION PAC CORP | $34.48万 | 0.09% | 1,421 | 234 | 19.7% | $5.68万 | 加仓 |
| DIS | DISNEY WALT CO | $34.54万 | 0.09% | 3,583 | 179 | 5.3% | $1.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.70万 | 0.09% | 1,431 | 119 | 9.1% | $2.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.76万 | 0.09% | 2,476 | 256 | 11.5% | $3.70万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $36.06万 | 0.09% | 3,608 | 370 | 11.4% | $3.70万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $36.30万 | 0.09% | 7,277 | -556 | -7.1% | -$2.77万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $36.39万 | 0.09% | 10,191 | -8,471 | -45.4% | -$30.25万 | 减仓 |
| SAN | BANCO SANTANDER SA | $37.88万 | 0.10% | 33,581 | 1,976 | 6.3% | $2.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.93万 | 0.10% | 4,036 | -53 | -1.3% | -$4,981 | 减仓 |
| KLAC | KLA CORP | $37.99万 | 0.10% | 258 | -6 | -2.3% | -$8,834 | 减仓 |
| NVS | NOVARTIS AG | $38.79万 | 0.10% | 2,539 | 410 | 19.3% | $6.26万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.86万 | 0.10% | 1,137 | 122 | 12.0% | $4.17万 | 加仓 |
| VLO | VALERO ENERGY CORP | $38.98万 | 0.10% | 1,578 | 30 | 1.9% | $7,412 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.05万 | 0.10% | 5,200 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.51万 | 0.10% | 1,942 | 190 | 10.8% | $3.87万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $40.06万 | 0.10% | 8,532 | -153 | -1.8% | -$7,183 | 减仓 |
| ORCL | ORACLE CORP | $40.29万 | 0.10% | 2,739 | 318 | 13.1% | $4.68万 | 加仓 |
| GEV | GE VERNOVA INC | $40.33万 | 0.10% | 462 | 5 | 1.1% | $4,365 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $40.73万 | 0.10% | 3,663 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.95万 | 0.10% | 833 | -26 | -3.0% | -$1.28万 | 减仓 |
| INTC | INTEL CORP | $40.96万 | 0.10% | 9,282 | 1,073 | 13.1% | $4.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $41.57万 | 0.11% | 1,447 | 3 | 0.2% | $862 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.96万 | 0.11% | 4,523 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.38万 | 0.11% | 1,396 | 145 | 11.6% | $4.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $43.83万 | 0.11% | 1,449 | 95 | 7.0% | $2.87万 | 加仓 |
| SHV | ISHARES TR | $44.02万 | 0.11% | 3,988 | -1,347 | -25.2% | -$14.87万 | 减仓 |
| PSX | PHILLIPS 66 | $44.03万 | 0.11% | 2,417 | -812 | -25.1% | -$14.79万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.90万 | 0.11% | 11,687 | 7,437 | 175.0% | $28.57万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $45.81万 | 0.12% | 2,144 | 112 | 5.5% | $2.39万 | 加仓 |
| IXUS | ISHARES TR | $46.57万 | 0.12% | 5,375 | -206 | -3.7% | -$1.78万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $46.86万 | 0.12% | 13,223 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $47.51万 | 0.12% | 2,887 | 46 | 1.6% | $7,570 | 加仓 |
| KO | COCA COLA CO | $49.78万 | 0.13% | 6,546 | 388 | 6.3% | $2.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.57万 | 0.13% | 3,457 | 1,299 | 60.2% | $19.00万 | 加仓 |
| MTZ | MASTEC INC | $50.83万 | 0.13% | 1,580 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $51.00万 | 0.13% | 4,240 | 872 | 25.9% | $10.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.22万 | 0.13% | 1,516 | 57 | 3.9% | $1.93万 | 加仓 |
| V | VISA INC | $51.83万 | 0.13% | 1,715 | 159 | 10.2% | $4.81万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.14万 | 0.13% | 1,927 | 41 | 2.2% | $1.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $52.16万 | 0.13% | 2,521 | -1,204 | -32.3% | -$24.91万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $53.17万 | 0.14% | 6,685 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $53.75万 | 0.14% | 1,894 | 26 | 1.4% | $7,378 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.99万 | 0.14% | 2,061 | 5 | 0.2% | $1,310 | 加仓 |
| HSBC | HSBC HLDGS PLC | $54.66万 | 0.14% | 6,626 | 1,422 | 27.3% | $11.73万 | 加仓 |
| RTX | RTX CORPORATION | $55.83万 | 0.14% | 2,894 | -29 | -1.0% | -$5,594 | 减仓 |
| WFC | WELLS FARGO & CO | $56.01万 | 0.14% | 7,035 | -710 | -9.2% | -$5.65万 | 减仓 |
| IUSG | ISHARES TR | $56.65万 | 0.15% | 3,652 | 3,652 | — | $56.65万 | 新建仓 |
| ASML | ASML HLDG NV | $58.78万 | 0.15% | 445 | 17 | 4.0% | $2.25万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $58.83万 | 0.15% | 13,888 | 30 | 0.2% | $1,271 | 加仓 |
| ABBV | ABBVIE INC | $59.84万 | 0.15% | 2,752 | 100 | 3.8% | $2.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.63万 | 0.16% | 1,794 | 1,055 | 142.8% | $35.65万 | 加仓 |
| C | CITIGROUP INC | $62.30万 | 0.16% | 5,493 | 413 | 8.1% | $4.68万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $62.48万 | 0.16% | 2,067 | -271 | -11.6% | -$8.19万 | 减仓 |
| HD | HOME DEPOT INC | $63.09万 | 0.16% | 1,918 | 98 | 5.4% | $3.22万 | 加仓 |
| NOBL | PROSHARES TR | $63.30万 | 0.16% | 5,971 | 5,971 | — | $63.30万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.88万 | 0.16% | 755 | -27 | -3.5% | -$2.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $64.11万 | 0.16% | 1,283 | 17 | 1.3% | $8,494 | 加仓 |
| CSCO | CISCO SYS INC | $66.28万 | 0.17% | 8,543 | 370 | 4.5% | $2.87万 | 加仓 |
| BOXX | EA SERIES TRUST | $66.56万 | 0.17% | 5,724 | -3,200 | -35.9% | -$37.21万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $73.80万 | 0.19% | 7,538 | 7,538 | — | $73.80万 | 新建仓 |
| DVY | ISHARES TR | $75.70万 | 0.19% | 5,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $81.27万 | 0.21% | 1,408 | 4 | 0.3% | $2,309 | 加仓 |
| LLY | ELI LILLY & CO | $81.95万 | 0.21% | 891 | -79 | -8.1% | -$7.27万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $82.10万 | 0.21% | 10,919 | 10,919 | — | $82.10万 | 新建仓 |
| NFLX | NETFLIX INC. | $90.49万 | 0.23% | 9,411 | 1,104 | 13.3% | $10.61万 | 加仓 |
| WMT | WALMART INC | $97.52万 | 0.25% | 7,847 | -3,629 | -31.6% | -$45.10万 | 减仓 |
| ITOT | ISHARES TR | $99.50万 | 0.25% | 6,986 | -405 | -5.5% | -$5.77万 | 减仓 |
| EFA | ISHARES TR | $102.17万 | 0.26% | 10,519 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $104.57万 | 0.27% | 1,476 | 110 | 8.1% | $7.79万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $114.39万 | 0.29% | 21,164 | 3,441 | 19.4% | $18.60万 | 加仓 |
| GLD | SPDR GOLD TR | $122.42万 | 0.31% | 2,845 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $124.30万 | 0.32% | 5,085 | 1,743 | 52.2% | $42.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.96万 | 0.35% | 1,364 | 195 | 16.7% | $19.44万 | 加仓 |
| VDE | VANGUARD WORLD FD | $138.43万 | 0.35% | 8,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $151.95万 | 0.39% | 24,331 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $152.45万 | 0.39% | 2,334 | 1,374 | 143.1% | $89.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $155.37万 | 0.40% | 2,389 | 1,629 | 214.3% | $105.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $166.04万 | 0.43% | 5,645 | -133 | -2.3% | -$3.91万 | 减仓 |
| TSLA | TESLA INC | $167.55万 | 0.43% | 4,507 | 883 | 24.4% | $32.83万 | 加仓 |
| REET | ISHARES TR | $174.09万 | 0.45% | 69,221 | 3,846 | 5.9% | $9.67万 | 加仓 |
| GOOG | ALPHABET INC | $175.93万 | 0.45% | 6,133 | 481 | 8.5% | $13.80万 | 加仓 |
| — | EXXON MOBIL CORP | $177.73万 | 0.46% | 10,476 | -19 | -0.2% | -$3,223 | 减仓 |
| BAC | BANK AMERICA CORP | $188.15万 | 0.48% | 38,595 | -1,129 | -2.8% | -$5.50万 | 减仓 |
| META | META PLATFORMS INC | $190.58万 | 0.49% | 3,331 | -115 | -3.3% | -$6.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $199.54万 | 0.51% | 31,139 | 16,870 | 118.2% | $108.10万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $204.53万 | 0.52% | 20,482 | -554 | -2.6% | -$5.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $209.50万 | 0.54% | 10,678 | -218 | -2.0% | -$4.28万 | 减仓 |