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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $271.78万 | 0.53% | 7,692 | 1,559 | 25.4% | $55.08万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $280.48万 | 0.55% | 69,754 | -4,628 | -6.2% | -$18.61万 | 减仓 |
| AVGO | BROADCOM INC | $283.81万 | 0.56% | 7,513 | 164 | 2.2% | $6.20万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $307.14万 | 0.60% | 74,458 | 129 | 0.2% | $5,321 | 加仓 |
| GOOGL | ALPHABET INC | $327.60万 | 0.64% | 9,167 | 1,788 | 24.2% | $63.90万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $330.38万 | 0.65% | 13,596 | 13 | 0.1% | $3,159 | 加仓 |
| AMZN | AMAZON COM INC | $394.63万 | 0.78% | 16,557 | 2,645 | 19.0% | $63.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $461.78万 | 0.91% | 12,379 | 473 | 4.0% | $17.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $480.92万 | 0.95% | 9,611 | 669 | 7.5% | $33.48万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $486.63万 | 0.96% | 63,009 | 11,861 | 23.2% | $91.61万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $493.34万 | 0.97% | 90,588 | 9,377 | 11.5% | $51.07万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $544.65万 | 1.07% | 99,009 | 20,365 | 25.9% | $112.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $649.94万 | 1.28% | 17,564 | -12 | -0.1% | -$4,440 | 减仓 |
| VUG | VANGUARD INDEX FDS | $750.86万 | 1.48% | 87,168 | 2,562 | 3.0% | $22.07万 | 加仓 |
| AAPL | APPLE INC | $756.62万 | 1.49% | 26,148 | 4,706 | 21.9% | $136.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $760.09万 | 1.50% | 37,987 | 4,788 | 14.4% | $95.80万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $843.61万 | 1.66% | 228,994 | 31,572 | 16.0% | $116.31万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $956.82万 | 1.88% | 189,921 | 94,353 | 98.7% | $475.35万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,023.34万 | 2.01% | 211,718 | 93,013 | 78.4% | $449.58万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,270.14万 | 2.50% | 131,634 | 20,882 | 18.9% | $201.49万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,345.72万 | 2.65% | 267,911 | 29,157 | 12.2% | $146.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,913.54万 | 5.73% | 326,631 | 34,639 | 11.9% | $308.98万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $3,086.93万 | 6.07% | 589,784 | 108,198 | 22.5% | $566.31万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $3,219.75万 | 6.34% | 646,795 | 119,785 | 22.7% | $596.29万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,127.15万 | 10.09% | 1,073,749 | 194,420 | 22.1% | $928.36万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $9,288.21万 | 18.28% | 1,796,907 | 116,741 | 6.9% | $603.43万 | 加仓 |