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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $20.72万 | 0.05% | 3,943 | -1,936 | -32.9% | -$10.18万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $20.53万 | 0.05% | 3,561 | -1,317 | -27.0% | -$7.59万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $20.26万 | 0.05% | 879 | 879 | — | $20.26万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.11万 | 0.05% | 2,699 | 39 | 1.5% | $2,906 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $19.64万 | 0.05% | 24,730 | 3,864 | 18.5% | $3.07万 | 加仓 |
| F | FORD MTR CO | $13.72万 | 0.04% | 11,893 | -311 | -2.5% | -$3,589 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.47万 | 0.03% | 24,798 | -1,830 | -6.9% | -$9,205 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $11.22万 | 0.03% | 10,655 | 10,655 | — | $11.22万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $6.98万 | 0.02% | 13,826 | 13,826 | — | $6.98万 | 新建仓 |
| GERN | GERON CORP | $3.24万 | 0.01% | 21,753 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -7,551 | -100.0% | -$55.93万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,105 | -100.0% | -$38.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,291 | -100.0% | -$34.64万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -381 | -100.0% | -$25.24万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,304 | -100.0% | -$22.13万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -606 | -100.0% | -$21.41万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -819 | -100.0% | -$20.55万 | 清仓 |