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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $46.67万 | 0.09% | 1,727 | 331 | 23.7% | $8.95万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $46.67万 | 0.09% | 48,719 | 23,989 | 97.0% | $22.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.35万 | 0.09% | 1,648 | 217 | 15.2% | $6.10万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $46.05万 | 0.09% | 18,376 | 3,670 | 25.0% | $9.20万 | 加仓 |
| CVS | CVS HEALTH CORP | $45.53万 | 0.09% | 4,401 | 971 | 28.3% | $10.05万 | 加仓 |
| BOXX | EA SERIES TRUST | $45.48万 | 0.09% | 3,884 | -1,840 | -32.1% | -$21.54万 | 减仓 |
| LIN | LINDE PLC | $45.41万 | 0.09% | 875 | 226 | 34.8% | $11.73万 | 加仓 |
| AZN | ASTRAZENECA PLC | $45.02万 | 0.09% | 2,374 | 2,374 | — | $45.02万 | 新建仓 |
| GLW | CORNING INC | $44.60万 | 0.09% | 1,746 | 142 | 8.9% | $3.63万 | 加仓 |
| APH | AMPHENOL CORP | $44.49万 | 0.09% | 2,523 | 447 | 21.5% | $7.88万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $43.55万 | 0.09% | 5,200 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $43.40万 | 0.09% | 1,666 | 88 | 5.6% | $2.29万 | 加仓 |
| TJX | TJX COS INC NEW | $43.06万 | 0.08% | 2,842 | 765 | 36.8% | $11.59万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $42.54万 | 0.08% | 986 | 986 | — | $42.54万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $42.48万 | 0.08% | 4,523 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $41.79万 | 0.08% | 2,472 | 55 | 2.3% | $9,297 | 加仓 |
| DIS | DISNEY WALT CO | $41.54万 | 0.08% | 4,316 | 733 | 20.5% | $7.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.27万 | 0.08% | 3,537 | 80 | 2.3% | $9,334 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $40.52万 | 0.08% | 4,216 | 897 | 27.0% | $8.62万 | 加仓 |
| SPGI | S&P GLOBAL INC | $40.24万 | 0.08% | 988 | 222 | 29.0% | $9.04万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $40.22万 | 0.08% | 10,172 | -19 | -0.2% | -$751 | 减仓 |
| QCOM | QUALCOMM INC | $40.10万 | 0.08% | 2,170 | 473 | 27.9% | $8.74万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $39.81万 | 0.08% | 1,984 | 501 | 33.8% | $10.05万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.57万 | 0.08% | 2,708 | 587 | 27.7% | $8.58万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.32万 | 0.08% | 990 | 201 | 25.5% | $7.98万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $38.91万 | 0.08% | 11,687 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $38.64万 | 0.08% | 3,182 | 707 | 28.6% | $8.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.91万 | 0.07% | 9,084 | 2,361 | 35.1% | $9.85万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.90万 | 0.07% | 1,070 | 289 | 37.0% | $10.24万 | 加仓 |
| ORCL | ORACLE CORP | $37.87万 | 0.07% | 2,584 | -155 | -5.7% | -$2.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $37.68万 | 0.07% | 1,105 | -732 | -39.8% | -$24.96万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $37.39万 | 0.07% | 2,201 | 170 | 8.4% | $2.89万 | 加仓 |
| SO | SOUTHERN CO | $37.36万 | 0.07% | 3,903 | 648 | 19.9% | $6.20万 | 加仓 |
| IWB | ISHARES TR | $37.34万 | 0.07% | 912 | 1 | 0.1% | $409 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.20万 | 0.07% | 4,032 | -4 | -0.1% | -$369 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $36.99万 | 0.07% | 12,262 | -961 | -7.3% | -$2.90万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.70万 | 0.07% | 12,672 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $36.03万 | 0.07% | 866 | -714 | -45.2% | -$29.71万 | 减仓 |
| CMI | CUMMINS INC | $36.02万 | 0.07% | 505 | 93 | 22.6% | $6.63万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.94万 | 0.07% | 471 | 27 | 6.1% | $2.06万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $35.84万 | 0.07% | 967 | 96 | 11.0% | $3.56万 | 加仓 |
| BCS | BARCLAYS PLC | $35.61万 | 0.07% | 13,257 | 13,257 | — | $35.61万 | 新建仓 |
| EBAY | EBAY INC. | $35.59万 | 0.07% | 3,185 | 3,185 | — | $35.59万 | 新建仓 |
| UBS | UBS GROUP AG | $35.49万 | 0.07% | 7,162 | 2,503 | 53.7% | $12.40万 | 重新持有 |
| CSX | CSX CORP | $35.30万 | 0.07% | 7,427 | 757 | 11.3% | $3.60万 | 加仓 |
| MAS | MASCO CORP | $34.86万 | 0.07% | 4,284 | 4,284 | — | $34.86万 | 新建仓 |
| AMGN | AMGEN INC | $34.65万 | 0.07% | 957 | 50 | 5.5% | $1.81万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.65万 | 0.07% | 1,163 | 1,163 | — | $34.65万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $34.31万 | 0.07% | 1,276 | 397 | 45.2% | $10.67万 | 加仓 |
| USB | US BANCORP | $34.30万 | 0.07% | 5,679 | 1,794 | 46.2% | $10.84万 | 重新持有 |
| SBUX | STARBUCKS CORP | $34.18万 | 0.07% | 3,345 | 685 | 25.8% | $7.00万 | 加仓 |
| URI | UNITED RENTALS INC | $33.99万 | 0.07% | 300 | -6 | -2.0% | -$6,798 | 减仓 |
| IJR | ISHARES TR | $33.89万 | 0.07% | 2,285 | -14 | -0.6% | -$2,077 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $33.62万 | 0.07% | 1,886 | 161 | 9.3% | $2.87万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.52万 | 0.07% | 677 | 677 | — | $33.52万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.51万 | 0.07% | 7,914 | 1,305 | 19.7% | $5.53万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $33.24万 | 0.07% | 1,229 | 1,229 | — | $33.24万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $33.16万 | 0.07% | 339 | 52 | 18.1% | $5.09万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.10万 | 0.07% | 343 | 343 | — | $33.10万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $32.60万 | 0.06% | 4,046 | -1,742 | -30.1% | -$14.04万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.34万 | 0.06% | 3,527 | 3,527 | — | $32.34万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.24万 | 0.06% | 643 | -190 | -22.8% | -$9.53万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $32.16万 | 0.06% | 2,541 | 609 | 31.5% | $7.71万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $32.01万 | 0.06% | 1,251 | 1,251 | — | $32.01万 | 新建仓 |
| NEM | NEWMONT CORP | $31.98万 | 0.06% | 3,424 | 692 | 25.3% | $6.46万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $31.86万 | 0.06% | 910 | 910 | — | $31.86万 | 新建仓 |
| SAP | SAP SE | $31.85万 | 0.06% | 2,067 | 2,067 | — | $31.85万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $31.55万 | 0.06% | 5,016 | 433 | 9.4% | $2.72万 | 加仓 |
| RIO | RIO TINTO PLC | $31.32万 | 0.06% | 3,299 | 916 | 38.4% | $8.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $31.23万 | 0.06% | 489 | 489 | — | $31.23万 | 新建仓 |
| TXG | 10X GENOMICS INC | $31.21万 | 0.06% | 8,140 | 8,140 | — | $31.21万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $31.12万 | 0.06% | 8,023 | -870 | -9.8% | -$3.37万 | 减仓 |
| DE | DEERE & CO | $31.08万 | 0.06% | 490 | 1 | 0.2% | $634 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.93万 | 0.06% | 1,256 | 1,256 | — | $30.93万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $30.25万 | 0.06% | 3,230 | 3,230 | — | $30.25万 | 新建仓 |
| ROST | ROSS STORES INC | $30.12万 | 0.06% | 1,415 | 369 | 35.3% | $7.85万 | 加仓 |
| CB | CHUBB LTD SWITZ | $30.02万 | 0.06% | 881 | 198 | 29.0% | $6.75万 | 加仓 |
| — | RBB FUND TRUST | $29.96万 | 0.06% | 3,033 | 3,033 | — | $29.96万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.52万 | 0.06% | 565 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $29.45万 | 0.06% | 3,798 | 703 | 22.7% | $5.45万 | 加仓 |
| CCK | CROWN HLDGS INC | $29.27万 | 0.06% | 2,618 | 2,618 | — | $29.27万 | 新建仓 |
| STT | STATE STR CORP | $29.22万 | 0.06% | 1,723 | 1,723 | — | $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 |
| WF | WOORI FINL GROUP INC | $29.22万 | 0.06% | 5,090 | 5,090 | — | $29.22万 | 新建仓 |
| BN | BROOKFIELD CORP | $29.14万 | 0.06% | 6,842 | 1,630 | 31.3% | $6.94万 | 加仓 |
| ETN | EATON CORP PLC | $29.06万 | 0.06% | 682 | 70 | 11.4% | $2.98万 | 加仓 |
| TXN | TEXAS INSTRS INC | $28.88万 | 0.06% | 969 | 969 | — | $28.88万 | 新建仓 |
| ING | ING GROEP N.V. | $28.72万 | 0.06% | 9,153 | 9,153 | — | $28.72万 | 新建仓 |
| — | FRIEDMAN INDS INC | $28.64万 | 0.06% | 8,900 | 8,900 | — | $28.64万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $28.35万 | 0.06% | 3,421 | 3,421 | — | $28.35万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $28.35万 | 0.06% | 4,482 | 4,482 | — | $28.35万 | 新建仓 |
| KB | KB FINL GROUP INC | $28.30万 | 0.06% | 2,696 | 2,696 | — | $28.30万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $27.74万 | 0.05% | 3,160 | 260 | 9.0% | $2.28万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $27.67万 | 0.05% | 1,913 | 1,913 | — | $27.67万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.63万 | 0.05% | 3,000 | 3,000 | — | $27.63万 | 新建仓 |
| MET | METLIFE INC | $27.57万 | 0.05% | 3,258 | 408 | 14.3% | $3.45万 | 重新持有 |
| BA | BOEING CO | $27.51万 | 0.05% | 1,271 | 1,271 | — | $27.51万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.12万 | 0.05% | 854 | -153 | -15.2% | -$4.86万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $27.06万 | 0.05% | 1,531 | 1,531 | — | $27.06万 | 新建仓 |
| KRC | KILROY REALTY CORP | $26.94万 | 0.05% | 7,190 | 7,190 | — | $26.94万 | 新建仓 |