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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $39.51万 | 0.10% | 1,942 | 190 | 10.8% | $3.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.05万 | 0.10% | 5,200 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $38.98万 | 0.10% | 1,578 | 30 | 1.9% | $7,412 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.86万 | 0.10% | 1,137 | 122 | 12.0% | $4.17万 | 加仓 |
| NVS | NOVARTIS AG | $38.79万 | 0.10% | 2,539 | 410 | 19.3% | $6.26万 | 加仓 |
| KLAC | KLA CORP | $37.99万 | 0.10% | 258 | -6 | -2.3% | -$8,834 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $37.93万 | 0.10% | 4,036 | -53 | -1.3% | -$4,981 | 减仓 |
| SAN | BANCO SANTANDER SA | $37.88万 | 0.10% | 33,581 | 1,976 | 6.3% | $2.23万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $36.39万 | 0.09% | 10,191 | -8,471 | -45.4% | -$30.25万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $36.30万 | 0.09% | 7,277 | -556 | -7.1% | -$2.77万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $36.06万 | 0.09% | 3,608 | 370 | 11.4% | $3.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.76万 | 0.09% | 2,476 | 256 | 11.5% | $3.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.70万 | 0.09% | 1,431 | 119 | 9.1% | $2.89万 | 加仓 |
| DIS | DISNEY WALT CO | $34.54万 | 0.09% | 3,583 | 179 | 5.3% | $1.73万 | 加仓 |
| UNP | UNION PAC CORP | $34.48万 | 0.09% | 1,421 | 234 | 19.7% | $5.68万 | 加仓 |
| T | AT&T INC | $34.24万 | 0.09% | 11,811 | 3,269 | 38.3% | $9.48万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $33.72万 | 0.09% | 4,301 | -199 | -4.4% | -$1.56万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $33.32万 | 0.09% | 4,580 | 934 | 25.6% | $6.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.17万 | 0.08% | 6,609 | 6,609 | — | $33.17万 | 新建仓 |
| TJX | TJX COS INC NEW | $33.17万 | 0.08% | 2,077 | 533 | 34.5% | $8.51万 | 加仓 |
| SPGI | S&P GLOBAL INC | $32.58万 | 0.08% | 766 | -64 | -7.7% | -$2.72万 | 减仓 |
| IWB | ISHARES TR | $32.48万 | 0.08% | 911 | 1 | 0.1% | $357 | 加仓 |
| LIN | LINDE PLC | $32.17万 | 0.08% | 649 | 649 | — | $32.17万 | 新建仓 |
| AMGN | AMGEN INC | $31.91万 | 0.08% | 907 | 158 | 21.1% | $5.56万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $31.85万 | 0.08% | 14,706 | 1,109 | 8.2% | $2.40万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.81万 | 0.08% | 12,672 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.42万 | 0.08% | 3,255 | 255 | 8.5% | $2.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.16万 | 0.08% | 8,893 | -5,600 | -38.6% | -$19.62万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $30.53万 | 0.08% | 7,231 | -9,695 | -57.3% | -$40.93万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $30.51万 | 0.08% | 11,910 | 11,910 | — | $30.51万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $30.47万 | 0.08% | 5,117 | 5,117 | — | $30.47万 | 新建仓 |
| RY | ROYAL BK CDA | $30.19万 | 0.08% | 1,866 | 30 | 1.6% | $4,853 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $30.11万 | 0.08% | 17,741 | 3,317 | 23.0% | $5.63万 | 加仓 |
| LOW | LOWES COS INC | $29.87万 | 0.08% | 1,264 | 18 | 1.4% | $4,253 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.75万 | 0.08% | 436 | 35 | 8.7% | $2.39万 | 加仓 |
| GDX | VANECK ETF TRUST | $29.71万 | 0.08% | 3,237 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $29.57万 | 0.08% | 2,732 | 202 | 8.0% | $2.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.45万 | 0.08% | 1,837 | -162 | -8.1% | -$2.60万 | 减仓 |
| MUB | ISHARES TR | $29.42万 | 0.08% | 2,772 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $29.05万 | 0.07% | 69 | 14 | 25.5% | $5.89万 | 加仓 |
| SHEL | SHELL PLC | $28.78万 | 0.07% | 3,095 | 3,095 | — | $28.78万 | 新建仓 |
| IJR | ISHARES TR | $28.57万 | 0.07% | 2,299 | 2,299 | — | $28.57万 | 新建仓 |
| PEP | PEPSICO INC | $28.57万 | 0.07% | 1,840 | -409 | -18.2% | -$6.35万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $28.49万 | 0.07% | 871 | 42 | 5.1% | $1.37万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.40万 | 0.07% | 7,505 | -3,126 | -29.4% | -$11.83万 | 减仓 |
| SHOP | SHOPIFY INC | $28.11万 | 0.07% | 2,370 | 121 | 5.4% | $1.44万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.78万 | 0.07% | 2,121 | 281 | 15.3% | $3.68万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.71万 | 0.07% | 1,007 | 88 | 9.6% | $2.42万 | 加仓 |
| DE | DEERE & CO | $27.55万 | 0.07% | 489 | 41 | 9.2% | $2.31万 | 加仓 |
| CSX | CSX CORP | $27.38万 | 0.07% | 6,670 | 417 | 6.7% | $1.71万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $27.06万 | 0.07% | 1,483 | -52 | -3.4% | -$9,487 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $26.94万 | 0.07% | 4,583 | 460 | 11.2% | $2.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.94万 | 0.07% | 2,900 | 141 | 5.1% | $1.31万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $26.83万 | 0.07% | 1,623 | 121 | 8.1% | $2.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $26.81万 | 0.07% | 781 | 138 | 21.5% | $4.74万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $26.75万 | 0.07% | 1,298 | 223 | 20.7% | $4.60万 | 加仓 |
| APH | AMPHENOL CORP | $26.23万 | 0.07% | 2,076 | 190 | 10.1% | $2.40万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.17万 | 0.07% | 565 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.17万 | 0.07% | 4,617 | 4,617 | — | $26.17万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $26.07万 | 0.07% | 1,786 | 3 | 0.2% | $438 | 加仓 |
| SYK | STRYKER CORPORATION | $25.89万 | 0.07% | 788 | -481 | -37.9% | -$15.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $25.69万 | 0.07% | 287 | 47 | 19.6% | $4.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $25.60万 | 0.07% | 541 | 63 | 13.2% | $2.98万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.29万 | 0.06% | 1,932 | 1,932 | — | $25.29万 | 新建仓 |
| BLK | BLACKROCK INC | $25.20万 | 0.06% | 262 | -1 | -0.4% | -$962 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.10万 | 0.06% | 789 | 789 | — | $25.10万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.94万 | 0.06% | 2,031 | 295 | 17.0% | $3.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $24.74万 | 0.06% | 1,775 | 1,775 | — | $24.74万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.71万 | 0.06% | 6,723 | -4,420 | -39.7% | -$16.25万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.64万 | 0.06% | 3,430 | 3,430 | — | $24.64万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $24.23万 | 0.06% | 12,269 | 1,867 | 17.9% | $3.69万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.05万 | 0.06% | 3,319 | 3,319 | — | $24.05万 | 新建仓 |
| SBUX | STARBUCKS CORP | $23.83万 | 0.06% | 2,660 | 2,660 | — | $23.83万 | 新建仓 |
| — | HONEYWELL INTL INC | $23.80万 | 0.06% | 1,053 | 21 | 2.0% | $4,747 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $23.53万 | 0.06% | 5,664 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.19万 | 0.06% | 3,961 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $23.09万 | 0.06% | 2,475 | 219 | 9.7% | $2.04万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.99万 | 0.06% | 666 | -558 | -45.6% | -$19.26万 | 减仓 |
| PFE | PFIZER INC | $22.95万 | 0.06% | 8,173 | 8,173 | — | $22.95万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.89万 | 0.06% | 1,064 | 1 | 0.1% | $215 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $22.87万 | 0.06% | 6,821 | 6,821 | — | $22.87万 | 新建仓 |
| ROST | ROSS STORES INC | $22.66万 | 0.06% | 1,046 | 1,046 | — | $22.66万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.54万 | 0.06% | 3,133 | 275 | 9.6% | $1.98万 | 加仓 |
| URI | UNITED RENTALS INC | $22.29万 | 0.06% | 306 | 5 | 1.7% | $3,643 | 加仓 |
| — | EA SERIES TRUST | $22.29万 | 0.06% | 2,119 | 2,119 | — | $22.29万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $22.26万 | 0.06% | 683 | -2 | -0.3% | -$652 | 减仓 |
| RIO | RIO TINTO PLC | $22.23万 | 0.06% | 2,383 | 2,383 | — | $22.23万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.17万 | 0.06% | 831 | -172 | -17.1% | -$4.59万 | 减仓 |
| CMI | CUMMINS INC | $22.17万 | 0.06% | 412 | 412 | — | $22.17万 | 新建仓 |
| IJH | ISHARES TR | $22.11万 | 0.06% | 3,275 | 2 | 0.1% | $135 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.04万 | 0.06% | 1,681 | -902 | -34.9% | -$11.82万 | 减仓 |
| MBB | ISHARES TR | $22.03万 | 0.06% | 2,320 | 2,320 | — | $22.03万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.03万 | 0.06% | 1,085 | -894 | -45.2% | -$18.15万 | 减仓 |
| ETN | EATON CORP PLC | $21.89万 | 0.06% | 612 | 612 | — | $21.89万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.86万 | 0.06% | 1,697 | -621 | -26.8% | -$8.00万 | 减仓 |
| GLW | CORNING INC | $21.81万 | 0.06% | 1,604 | 1,604 | — | $21.81万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $21.22万 | 0.05% | 6,326 | 6,326 | — | $21.22万 | 新建仓 |
| BN | BROOKFIELD CORP | $21.09万 | 0.05% | 5,212 | 5,212 | — | $21.09万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.94万 | 0.05% | 469 | 469 | — | $20.94万 | 新建仓 |
| ADBE | ADOBE INC | $20.88万 | 0.05% | 859 | 859 | — | $20.88万 | 新建仓 |