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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $212.19万 | 0.54% | 7,379 | -148 | -2.0% | -$4.26万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $226.21万 | 0.58% | 20,477 | 41 | 0.2% | $4,529 | 加仓 |
| AVGO | BROADCOM INC | $227.46万 | 0.58% | 7,349 | 432 | 6.2% | $13.37万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $251.86万 | 0.64% | 74,382 | -1,388 | -1.8% | -$4.70万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $254.87万 | 0.65% | 71,733 | -8,965 | -11.1% | -$31.85万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $289.59万 | 0.74% | 74,329 | 21 | 0.0% | $818 | 加仓 |
| AMZN | AMAZON COM INC | $289.76万 | 0.74% | 13,912 | -388 | -2.7% | -$8.08万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $295.08万 | 0.76% | 13,583 | -274 | -2.0% | -$5.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $350.53万 | 0.90% | 5,866 | 3,043 | 107.8% | $181.84万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $381.11万 | 0.98% | 78,644 | -24 | -0.0% | -$1,163 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $395.78万 | 1.01% | 51,148 | 1,869 | 3.8% | $14.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $428.50万 | 1.10% | 8,942 | -1,028 | -10.3% | -$49.26万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $438.46万 | 1.12% | 81,211 | 1,282 | 1.6% | $6.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $440.71万 | 1.13% | 11,906 | -1,923 | -13.9% | -$71.18万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $481.09万 | 1.23% | 95,568 | 14,748 | 18.2% | $74.24万 | 加仓 |
| AAPL | APPLE INC | $544.17万 | 1.39% | 21,442 | 850 | 4.1% | $21.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $563.85万 | 1.44% | 17,576 | -17 | -0.1% | -$5,454 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $568.95万 | 1.46% | 118,705 | 15,611 | 15.1% | $74.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $578.99万 | 1.48% | 33,199 | 1,520 | 4.8% | $26.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $615.92万 | 1.58% | 14,101 | -330 | -2.3% | -$14.41万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $670.64万 | 1.72% | 197,422 | -20,885 | -9.6% | -$70.95万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $892.44万 | 2.28% | 110,752 | 18,897 | 20.6% | $152.27万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,192.58万 | 3.05% | 238,754 | 21,131 | 9.7% | $105.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,477.26万 | 6.34% | 291,992 | -13,449 | -4.4% | -$114.10万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2,500.88万 | 6.40% | 481,586 | 17,466 | 3.8% | $90.70万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,623.72万 | 6.72% | 527,010 | 10,095 | 2.0% | $50.26万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,210.23万 | 10.78% | 879,329 | 13,652 | 1.6% | $65.37万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $7,580.91万 | 19.41% | 1,680,166 | 71,173 | 4.4% | $321.13万 | 加仓 |