55 North Private Wealth, LLC
WINTER PARK FL · SEC CIK 0002106457
$5.08亿2026Q2 申报市值
304持仓数
57.2%前十大占比 · 第一大 18.3%
105 / 22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
DFSD 加仓+$928.36万
DFAU 加仓+$603.43万
VUSB 加仓+$596.29万
BINC 加仓+$566.31万
MEAR 加仓+$475.35万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$154.06万
PWR 重新持有-$87.56万
SPYG 清仓-$73.80万
VEA 减仓-$64.50万
NOBL 清仓-$63.30万
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 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $24.42万 | 0.05% | 3,237 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $24.55万 | 0.05% | 13,927 | 13,927 | — | $24.55万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $24.58万 | 0.05% | 9,588 | 9,588 | — | $24.58万 | 新建仓 |
| SHV | ISHARES TR | $24.97万 | 0.05% | 2,263 | -1,725 | -43.3% | -$19.04万 | 减仓 |
| ENB | ENBRIDGE INC | $25.12万 | 0.05% | 4,633 | 4,633 | — | $25.12万 | 新建仓 |
| DHR | DANAHER CORP DEL | $25.20万 | 0.05% | 1,323 | -382 | -22.4% | -$7.28万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.21万 | 0.05% | 1,066 | 2 | 0.2% | $473 | 加仓 |
| IJH | ISHARES TR | $25.26万 | 0.05% | 3,276 | 1 | 0.0% | $77 | 加仓 |
| PWR | QUANTA SVCS INC | $25.27万 | 0.05% | 351 | -1,216 | -77.6% | -$87.56万 | 重新持有 |
| KHC | KRAFT HEINZ CO | $25.44万 | 0.05% | 10,772 | 10,772 | — | $25.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $25.46万 | 0.05% | 996 | 996 | — | $25.46万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $25.53万 | 0.05% | 5,348 | 5,348 | — | $25.53万 | 新建仓 |
| DDOG | DATADOG INC | $25.57万 | 0.05% | 982 | 982 | — | $25.57万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $25.65万 | 0.05% | 3,660 | 3,660 | — | $25.65万 | 新建仓 |
| MTB | M & T BK CORP | $25.75万 | 0.05% | 1,082 | 1,082 | — | $25.75万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $25.76万 | 0.05% | 4,454 | 893 | 25.1% | $5.17万 | 加仓 |
| WWD | WOODWARD INC | $25.78万 | 0.05% | 606 | 606 | — | $25.78万 | 新建仓 |
| TWLO | TWILIO INC | $25.81万 | 0.05% | 1,251 | 1,251 | — | $25.81万 | 新建仓 |
| SONY | SONY GROUP CORP | $25.85万 | 0.05% | 12,888 | 3,815 | 42.0% | $7.65万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $25.89万 | 0.05% | 1,904 | 1,904 | — | $25.89万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.97万 | 0.05% | 1,898 | 217 | 12.9% | $2.97万 | 加仓 |
| PEP | PEPSICO INC | $25.97万 | 0.05% | 1,918 | 78 | 4.2% | $1.06万 | 加仓 |
| BLK | BLACKROCK INC | $26.06万 | 0.05% | 271 | 9 | 3.4% | $8,655 | 加仓 |
| CW | CURTISS WRIGHT CORP | $26.07万 | 0.05% | 344 | 344 | — | $26.07万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.57万 | 0.05% | 2,327 | -43 | -1.8% | -$4,910 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.71万 | 0.05% | 1,755 | -31 | -1.7% | -$4,718 | 减仓 |
| KRC | KILROY REALTY CORP | $26.94万 | 0.05% | 7,190 | 7,190 | — | $26.94万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $27.06万 | 0.05% | 1,531 | 1,531 | — | $27.06万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.12万 | 0.05% | 854 | -153 | -15.2% | -$4.86万 | 减仓 |
| BA | BOEING CO | $27.51万 | 0.05% | 1,271 | 1,271 | — | $27.51万 | 新建仓 |
| MET | METLIFE INC | $27.57万 | 0.05% | 3,258 | 408 | 14.3% | $3.45万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.63万 | 0.05% | 3,000 | 3,000 | — | $27.63万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.67万 | 0.05% | 1,913 | 1,913 | — | $27.67万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $27.74万 | 0.05% | 3,160 | 260 | 9.0% | $2.28万 | 加仓 |
| KB | KB FINL GROUP INC | $28.30万 | 0.06% | 2,696 | 2,696 | — | $28.30万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $28.35万 | 0.06% | 4,482 | 4,482 | — | $28.35万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $28.35万 | 0.06% | 3,421 | 3,421 | — | $28.35万 | 新建仓 |
| — | FRIEDMAN INDS INC | $28.64万 | 0.06% | 8,900 | 8,900 | — | $28.64万 | 新建仓 |
| ING | ING GROEP N.V. | $28.72万 | 0.06% | 9,153 | 9,153 | — | $28.72万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $28.88万 | 0.06% | 969 | 969 | — | $28.88万 | 新建仓 |
| ETN | EATON CORP PLC | $29.06万 | 0.06% | 682 | 70 | 11.4% | $2.98万 | 加仓 |
| BN | BROOKFIELD CORP | $29.14万 | 0.06% | 6,842 | 1,630 | 31.3% | $6.94万 | 加仓 |
| WF | WOORI FINL GROUP INC | $29.22万 | 0.06% | 5,090 | 5,090 | — | $29.22万 | 新建仓 |
| IAU | ISHARES GOLD TR | $29.22万 | 0.06% | 3,870 | 3,870 | — | $29.22万 | 新建仓 |
| STT | STATE STR CORP | $29.22万 | 0.06% | 1,723 | 1,723 | — | $29.22万 | 新建仓 |
| CCK | CROWN HLDGS INC | $29.27万 | 0.06% | 2,618 | 2,618 | — | $29.27万 | 新建仓 |
| SHEL | SHELL PLC | $29.45万 | 0.06% | 3,798 | 703 | 22.7% | $5.45万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.52万 | 0.06% | 565 | 0 | 0.0% | — | 不变 |
| — | RBB FUND TRUST | $29.96万 | 0.06% | 3,033 | 3,033 | — | $29.96万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $30.02万 | 0.06% | 881 | 198 | 29.0% | $6.75万 | 加仓 |
| ROST | ROSS STORES INC | $30.12万 | 0.06% | 1,415 | 369 | 35.3% | $7.85万 | 加仓 |
| DAL | DELTA AIR LINES INC | $30.25万 | 0.06% | 3,230 | 3,230 | — | $30.25万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.93万 | 0.06% | 1,256 | 1,256 | — | $30.93万 | 新建仓 |
| DE | DEERE & CO | $31.08万 | 0.06% | 490 | 1 | 0.2% | $634 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.12万 | 0.06% | 8,023 | -870 | -9.8% | -$3.37万 | 减仓 |
| TXG | 10X GENOMICS INC | $31.21万 | 0.06% | 8,140 | 8,140 | — | $31.21万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.23万 | 0.06% | 489 | 489 | — | $31.23万 | 新建仓 |
| RIO | RIO TINTO PLC | $31.32万 | 0.06% | 3,299 | 916 | 38.4% | $8.70万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $31.55万 | 0.06% | 5,016 | 433 | 9.4% | $2.72万 | 加仓 |
| SAP | SAP SE | $31.85万 | 0.06% | 2,067 | 2,067 | — | $31.85万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $31.86万 | 0.06% | 910 | 910 | — | $31.86万 | 新建仓 |
| NEM | NEWMONT CORP | $31.98万 | 0.06% | 3,424 | 692 | 25.3% | $6.46万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $32.01万 | 0.06% | 1,251 | 1,251 | — | $32.01万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $32.16万 | 0.06% | 2,541 | 609 | 31.5% | $7.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.24万 | 0.06% | 643 | -190 | -22.8% | -$9.53万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.34万 | 0.06% | 3,527 | 3,527 | — | $32.34万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $32.60万 | 0.06% | 4,046 | -1,742 | -30.1% | -$14.04万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.10万 | 0.07% | 343 | 343 | — | $33.10万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $33.16万 | 0.07% | 339 | 52 | 18.1% | $5.09万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $33.24万 | 0.07% | 1,229 | 1,229 | — | $33.24万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.51万 | 0.07% | 7,914 | 1,305 | 19.7% | $5.53万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.52万 | 0.07% | 677 | 677 | — | $33.52万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $33.62万 | 0.07% | 1,886 | 161 | 9.3% | $2.87万 | 加仓 |
| IJR | ISHARES TR | $33.89万 | 0.07% | 2,285 | -14 | -0.6% | -$2,077 | 减仓 |
| URI | UNITED RENTALS INC | $33.99万 | 0.07% | 300 | -6 | -2.0% | -$6,798 | 减仓 |
| SBUX | STARBUCKS CORP | $34.18万 | 0.07% | 3,345 | 685 | 25.8% | $7.00万 | 加仓 |
| USB | US BANCORP | $34.30万 | 0.07% | 5,679 | 1,794 | 46.2% | $10.84万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $34.31万 | 0.07% | 1,276 | 397 | 45.2% | $10.67万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.65万 | 0.07% | 1,163 | 1,163 | — | $34.65万 | 新建仓 |
| AMGN | AMGEN INC | $34.65万 | 0.07% | 957 | 50 | 5.5% | $1.81万 | 加仓 |
| MAS | MASCO CORP | $34.86万 | 0.07% | 4,284 | 4,284 | — | $34.86万 | 新建仓 |
| CSX | CSX CORP | $35.30万 | 0.07% | 7,427 | 757 | 11.3% | $3.60万 | 加仓 |
| UBS | UBS GROUP AG | $35.49万 | 0.07% | 7,162 | 2,503 | 53.7% | $12.40万 | 重新持有 |
| EBAY | EBAY INC. | $35.59万 | 0.07% | 3,185 | 3,185 | — | $35.59万 | 新建仓 |
| BCS | BARCLAYS PLC | $35.61万 | 0.07% | 13,257 | 13,257 | — | $35.61万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $35.84万 | 0.07% | 967 | 96 | 11.0% | $3.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.94万 | 0.07% | 471 | 27 | 6.1% | $2.06万 | 重新持有 |
| CMI | CUMMINS INC | $36.02万 | 0.07% | 505 | 93 | 22.6% | $6.63万 | 加仓 |
| MTZ | MASTEC INC | $36.03万 | 0.07% | 866 | -714 | -45.2% | -$29.71万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.70万 | 0.07% | 12,672 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $36.99万 | 0.07% | 12,262 | -961 | -7.3% | -$2.90万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $37.20万 | 0.07% | 4,032 | -4 | -0.1% | -$369 | 减仓 |
| IWB | ISHARES TR | $37.34万 | 0.07% | 912 | 1 | 0.1% | $409 | 加仓 |
| SO | SOUTHERN CO | $37.36万 | 0.07% | 3,903 | 648 | 19.9% | $6.20万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $37.39万 | 0.07% | 2,201 | 170 | 8.4% | $2.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $37.68万 | 0.07% | 1,105 | -732 | -39.8% | -$24.96万 | 减仓 |
| ORCL | ORACLE CORP | $37.87万 | 0.07% | 2,584 | -155 | -5.7% | -$2.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $37.90万 | 0.07% | 1,070 | 289 | 37.0% | $10.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.91万 | 0.07% | 9,084 | 2,361 | 35.1% | $9.85万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $38.64万 | 0.08% | 3,182 | 707 | 28.6% | $8.59万 | 加仓 |