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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,538 | -100.0% | -$73.80万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -11,942 | -100.0% | -$63.30万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,532 | -100.0% | -$40.06万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -7,277 | -100.0% | -$36.30万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,301 | -100.0% | -$33.72万 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,231 | -100.0% | -$30.53万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,910 | -100.0% | -$30.51万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,117 | -100.0% | -$30.47万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,772 | -100.0% | -$29.42万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -7,505 | -100.0% | -$28.40万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,617 | -100.0% | -$26.17万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -788 | -100.0% | -$25.89万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -541 | -100.0% | -$25.60万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,053 | -100.0% | -$23.80万 | 清仓 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -5,664 | -100.0% | -$23.53万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,961 | -100.0% | -$23.19万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,320 | -100.0% | -$22.03万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,085 | -100.0% | -$22.03万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,326 | -100.0% | -$21.22万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -859 | -100.0% | -$20.88万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -3,943 | -100.0% | -$20.72万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -10,655 | -100.0% | -$11.22万 | 清仓 |
| GERN | GERON CORP | $2.78万 | 0.01% | 21,753 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $7.51万 | 0.01% | 17,638 | 3,812 | 27.6% | $1.62万 | 加仓 |
| FLO | FLOWERS FOODS INC | $10.71万 | 0.02% | 13,562 | 13,562 | — | $10.71万 | 新建仓 |
| — | LEGGETT & PLATT INC | $12.52万 | 0.02% | 10,694 | 10,694 | — | $12.52万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.83万 | 0.03% | 22,007 | -2,791 | -11.3% | -$1.63万 | 减仓 |
| AEG | AEGON LTD | $17.71万 | 0.03% | 20,980 | 20,980 | — | $17.71万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.53万 | 0.04% | 11,018 | 11,018 | — | $19.53万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $19.69万 | 0.04% | 14,626 | 14,626 | — | $19.69万 | 新建仓 |
| IVE | ISHARES TR | $20.01万 | 0.04% | 881 | 881 | — | $20.01万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $20.04万 | 0.04% | 22,823 | 22,823 | — | $20.04万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.23万 | 0.04% | 690 | 690 | — | $20.23万 | 新建仓 |
| XYZ | BLOCK INC | $20.25万 | 0.04% | 2,665 | 2,665 | — | $20.25万 | 新建仓 |
| CTVA | CORTEVA INC | $20.32万 | 0.04% | 2,399 | 2,399 | — | $20.32万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.43万 | 0.04% | 741 | -90 | -10.8% | -$2.48万 | 减仓 |
| PFE | PFIZER INC | $20.44万 | 0.04% | 8,489 | 316 | 3.9% | $7,609 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.57万 | 0.04% | 548 | 548 | — | $20.57万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $20.69万 | 0.04% | 3,983 | 3,983 | — | $20.69万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $20.69万 | 0.04% | 1,203 | 1,203 | — | $20.69万 | 新建仓 |
| AYI | ACUITY INC | $20.72万 | 0.04% | 550 | 550 | — | $20.72万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.79万 | 0.04% | 629 | 629 | — | $20.79万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.80万 | 0.04% | 2,891 | 2,891 | — | $20.80万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.84万 | 0.04% | 1,744 | 1,744 | — | $20.84万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.94万 | 0.04% | 2,308 | 149 | 6.9% | $1.35万 | 重新持有 |
| ROKU | ROKU INC | $20.98万 | 0.04% | 1,519 | 1,519 | — | $20.98万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.99万 | 0.04% | 1,580 | 1,580 | — | $20.99万 | 新建仓 |
| WMB | WILLIAMS COS INC | $21.00万 | 0.04% | 2,825 | 2,825 | — | $21.00万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $21.20万 | 0.04% | 1,427 | 1,427 | — | $21.20万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $21.25万 | 0.04% | 756 | 756 | — | $21.25万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.27万 | 0.04% | 433 | 433 | — | $21.27万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $21.31万 | 0.04% | 3,780 | 3,780 | — | $21.31万 | 新建仓 |
| IX | ORIX CORP | $21.34万 | 0.04% | 5,610 | 5,610 | — | $21.34万 | 新建仓 |
| F | FORD MTR CO | $21.36万 | 0.04% | 15,369 | 3,476 | 29.2% | $4.83万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $21.38万 | 0.04% | 2,462 | 2,462 | — | $21.38万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.41万 | 0.04% | 956 | 956 | — | $21.41万 | 新建仓 |
| NUE | NUCOR CORP | $21.45万 | 0.04% | 963 | 963 | — | $21.45万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $21.52万 | 0.04% | 1,945 | 1,945 | — | $21.52万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $21.52万 | 0.04% | 4,489 | 4,489 | — | $21.52万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.59万 | 0.04% | 1,508 | -193 | -11.3% | -$2.76万 | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $21.66万 | 0.04% | 5,692 | 5,692 | — | $21.66万 | 新建仓 |
| DHI | D R HORTON INC | $21.68万 | 0.04% | 1,331 | 1,331 | — | $21.68万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $21.82万 | 0.04% | 754 | 754 | — | $21.82万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.84万 | 0.04% | 980 | -485 | -33.1% | -$10.81万 | 重新持有 |
| FAST | FASTENAL CO | $21.86万 | 0.04% | 4,551 | 4,551 | — | $21.86万 | 新建仓 |
| VMI | VALMONT INDS INC | $21.95万 | 0.04% | 380 | 380 | — | $21.95万 | 新建仓 |
| ILMN | ILLUMINA INC | $22.10万 | 0.04% | 1,257 | 1,257 | — | $22.10万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.12万 | 0.04% | 572 | 572 | — | $22.12万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $22.13万 | 0.04% | 8,242 | 8,242 | — | $22.13万 | 新建仓 |
| HUM | HUMANA INC | $22.32万 | 0.04% | 562 | 562 | — | $22.32万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.34万 | 0.04% | 3,096 | -37 | -1.2% | -$2,670 | 减仓 |
| GM | GENERAL MTRS CO | $22.35万 | 0.04% | 2,900 | 201 | 7.4% | $1.55万 | 加仓 |
| — | EA SERIES TRUST | $22.44万 | 0.04% | 2,119 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $22.49万 | 0.04% | 559 | 559 | — | $22.49万 | 新建仓 |
| TPR | TAPESTRY INC | $22.53万 | 0.04% | 1,539 | 1,539 | — | $22.53万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $22.53万 | 0.04% | 4,726 | 4,726 | — | $22.53万 | 新建仓 |
| LOW | LOWES COS INC | $22.67万 | 0.04% | 1,028 | -236 | -18.7% | -$5.20万 | 减仓 |
| BBY | BEST BUY INC | $22.70万 | 0.04% | 2,992 | 2,992 | — | $22.70万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.77万 | 0.04% | 447 | 11 | 2.5% | $5,602 | 加仓 |
| TM | TOYOTA MOTOR CORP | $22.84万 | 0.04% | 1,356 | 58 | 4.5% | $9,769 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $22.84万 | 0.04% | 3,698 | 3,698 | — | $22.84万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.87万 | 0.04% | 787 | 121 | 18.2% | $3.52万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $22.98万 | 0.05% | 2,745 | 2,745 | — | $22.98万 | 新建仓 |
| GWW | WW GRAINGER INC | $22.99万 | 0.05% | 169 | 169 | — | $22.99万 | 新建仓 |
| NNN | NNN REIT INC | $23.01万 | 0.05% | 4,945 | 4,945 | — | $23.01万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $23.04万 | 0.05% | 698 | 698 | — | $23.04万 | 新建仓 |
| ALL | ALLSTATE CORP | $23.06万 | 0.05% | 969 | 969 | — | $23.06万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $23.30万 | 0.05% | 1,844 | 69 | 3.9% | $8,717 | 加仓 |
| T | AT&T INC | $23.50万 | 0.05% | 11,354 | -457 | -3.9% | -$9,460 | 减仓 |
| ATI | ATI INC | $23.55万 | 0.05% | 1,195 | 1,195 | — | $23.55万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $23.78万 | 0.05% | 172 | 172 | — | $23.78万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $23.86万 | 0.05% | 693 | 693 | — | $23.86万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $23.87万 | 0.05% | 2,897 | 2,897 | — | $23.87万 | 新建仓 |
| IEMG | ISHARES INC | $23.89万 | 0.05% | 2,884 | 2,884 | — | $23.89万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $23.93万 | 0.05% | 7,485 | 664 | 9.7% | $2.12万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $24.03万 | 0.05% | 824 | 824 | — | $24.03万 | 新建仓 |
| CRM | SALESFORCE INC | $24.09万 | 0.05% | 1,538 | 486 | 46.2% | $7.61万 | 重新持有 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.12万 | 0.05% | 672 | 672 | — | $24.12万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.19万 | 0.05% | 487 | 18 | 3.8% | $8,941 | 加仓 |
| ABNB | AIRBNB INC | $24.40万 | 0.05% | 1,705 | 1,705 | — | $24.40万 | 新建仓 |