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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | $26.71万 | 0.05% | 1,755 | -31 | -1.7% | -$4,718 | 减仓 |
| SHOP | SHOPIFY INC | $26.57万 | 0.05% | 2,327 | -43 | -1.8% | -$4,910 | 减仓 |
| CW | CURTISS WRIGHT CORP | $26.07万 | 0.05% | 344 | 344 | — | $26.07万 | 新建仓 |
| BLK | BLACKROCK INC | $26.06万 | 0.05% | 271 | 9 | 3.4% | $8,655 | 加仓 |
| PEP | PEPSICO INC | $25.97万 | 0.05% | 1,918 | 78 | 4.2% | $1.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.97万 | 0.05% | 1,898 | 217 | 12.9% | $2.97万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.89万 | 0.05% | 1,904 | 1,904 | — | $25.89万 | 新建仓 |
| SONY | SONY GROUP CORP | $25.85万 | 0.05% | 12,888 | 3,815 | 42.0% | $7.65万 | 重新持有 |
| TWLO | TWILIO INC | $25.81万 | 0.05% | 1,251 | 1,251 | — | $25.81万 | 新建仓 |
| WWD | WOODWARD INC | $25.78万 | 0.05% | 606 | 606 | — | $25.78万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $25.76万 | 0.05% | 4,454 | 893 | 25.1% | $5.17万 | 加仓 |
| MTB | M & T BK CORP | $25.75万 | 0.05% | 1,082 | 1,082 | — | $25.75万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $25.65万 | 0.05% | 3,660 | 3,660 | — | $25.65万 | 新建仓 |
| DDOG | DATADOG INC | $25.57万 | 0.05% | 982 | 982 | — | $25.57万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $25.53万 | 0.05% | 5,348 | 5,348 | — | $25.53万 | 新建仓 |
| MPC | MARATHON PETE CORP | $25.46万 | 0.05% | 996 | 996 | — | $25.46万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $25.44万 | 0.05% | 10,772 | 10,772 | — | $25.44万 | 新建仓 |
| PWR | QUANTA SVCS INC | $25.27万 | 0.05% | 351 | -1,216 | -77.6% | -$87.56万 | 重新持有 |
| IJH | ISHARES TR | $25.26万 | 0.05% | 3,276 | 1 | 0.0% | $77 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.21万 | 0.05% | 1,066 | 2 | 0.2% | $473 | 加仓 |
| DHR | DANAHER CORP DEL | $25.20万 | 0.05% | 1,323 | -382 | -22.4% | -$7.28万 | 重新持有 |
| ENB | ENBRIDGE INC | $25.12万 | 0.05% | 4,633 | 4,633 | — | $25.12万 | 新建仓 |
| SHV | ISHARES TR | $24.97万 | 0.05% | 2,263 | -1,725 | -43.3% | -$19.04万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $24.58万 | 0.05% | 9,588 | 9,588 | — | $24.58万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $24.55万 | 0.05% | 13,927 | 13,927 | — | $24.55万 | 新建仓 |
| GDX | VANECK ETF TRUST | $24.42万 | 0.05% | 3,237 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $24.40万 | 0.05% | 1,705 | 1,705 | — | $24.40万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.19万 | 0.05% | 487 | 18 | 3.8% | $8,941 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.12万 | 0.05% | 672 | 672 | — | $24.12万 | 新建仓 |
| CRM | SALESFORCE INC | $24.09万 | 0.05% | 1,538 | 486 | 46.2% | $7.61万 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $24.03万 | 0.05% | 824 | 824 | — | $24.03万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $23.93万 | 0.05% | 7,485 | 664 | 9.7% | $2.12万 | 加仓 |
| IEMG | ISHARES INC | $23.89万 | 0.05% | 2,884 | 2,884 | — | $23.89万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $23.87万 | 0.05% | 2,897 | 2,897 | — | $23.87万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $23.86万 | 0.05% | 693 | 693 | — | $23.86万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $23.78万 | 0.05% | 172 | 172 | — | $23.78万 | 新建仓 |
| ATI | ATI INC | $23.55万 | 0.05% | 1,195 | 1,195 | — | $23.55万 | 新建仓 |
| T | AT&T INC | $23.50万 | 0.05% | 11,354 | -457 | -3.9% | -$9,460 | 减仓 |
| GILD | GILEAD SCIENCES INC | $23.30万 | 0.05% | 1,844 | 69 | 3.9% | $8,717 | 加仓 |
| ALL | ALLSTATE CORP | $23.06万 | 0.05% | 969 | 969 | — | $23.06万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $23.04万 | 0.05% | 698 | 698 | — | $23.04万 | 新建仓 |
| NNN | NNN REIT INC | $23.01万 | 0.05% | 4,945 | 4,945 | — | $23.01万 | 新建仓 |
| GWW | WW GRAINGER INC | $22.99万 | 0.05% | 169 | 169 | — | $22.99万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $22.98万 | 0.05% | 2,745 | 2,745 | — | $22.98万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.87万 | 0.04% | 787 | 121 | 18.2% | $3.52万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $22.84万 | 0.04% | 3,698 | 3,698 | — | $22.84万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $22.84万 | 0.04% | 1,356 | 58 | 4.5% | $9,769 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.77万 | 0.04% | 447 | 11 | 2.5% | $5,602 | 加仓 |
| BBY | BEST BUY INC | $22.70万 | 0.04% | 2,992 | 2,992 | — | $22.70万 | 新建仓 |
| LOW | LOWES COS INC | $22.67万 | 0.04% | 1,028 | -236 | -18.7% | -$5.20万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $22.53万 | 0.04% | 4,726 | 4,726 | — | $22.53万 | 新建仓 |
| TPR | TAPESTRY INC | $22.53万 | 0.04% | 1,539 | 1,539 | — | $22.53万 | 新建仓 |
| SNA | SNAP ON INC | $22.49万 | 0.04% | 559 | 559 | — | $22.49万 | 新建仓 |
| — | EA SERIES TRUST | $22.44万 | 0.04% | 2,119 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $22.35万 | 0.04% | 2,900 | 201 | 7.4% | $1.55万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $22.34万 | 0.04% | 3,096 | -37 | -1.2% | -$2,670 | 减仓 |
| HUM | HUMANA INC | $22.32万 | 0.04% | 562 | 562 | — | $22.32万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $22.13万 | 0.04% | 8,242 | 8,242 | — | $22.13万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.12万 | 0.04% | 572 | 572 | — | $22.12万 | 新建仓 |
| ILMN | ILLUMINA INC | $22.10万 | 0.04% | 1,257 | 1,257 | — | $22.10万 | 新建仓 |
| VMI | VALMONT INDS INC | $21.95万 | 0.04% | 380 | 380 | — | $21.95万 | 新建仓 |
| FAST | FASTENAL CO | $21.86万 | 0.04% | 4,551 | 4,551 | — | $21.86万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.84万 | 0.04% | 980 | -485 | -33.1% | -$10.81万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $21.82万 | 0.04% | 754 | 754 | — | $21.82万 | 新建仓 |
| DHI | D R HORTON INC | $21.68万 | 0.04% | 1,331 | 1,331 | — | $21.68万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $21.66万 | 0.04% | 5,692 | 5,692 | — | $21.66万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.59万 | 0.04% | 1,508 | -193 | -11.3% | -$2.76万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $21.52万 | 0.04% | 4,489 | 4,489 | — | $21.52万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $21.52万 | 0.04% | 1,945 | 1,945 | — | $21.52万 | 新建仓 |
| NUE | NUCOR CORP | $21.45万 | 0.04% | 963 | 963 | — | $21.45万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.41万 | 0.04% | 956 | 956 | — | $21.41万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $21.38万 | 0.04% | 2,462 | 2,462 | — | $21.38万 | 新建仓 |
| F | FORD MTR CO | $21.36万 | 0.04% | 15,369 | 3,476 | 29.2% | $4.83万 | 加仓 |
| IX | ORIX CORP | $21.34万 | 0.04% | 5,610 | 5,610 | — | $21.34万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $21.31万 | 0.04% | 3,780 | 3,780 | — | $21.31万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.27万 | 0.04% | 433 | 433 | — | $21.27万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $21.25万 | 0.04% | 756 | 756 | — | $21.25万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $21.20万 | 0.04% | 1,427 | 1,427 | — | $21.20万 | 新建仓 |
| WMB | WILLIAMS COS INC | $21.00万 | 0.04% | 2,825 | 2,825 | — | $21.00万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.99万 | 0.04% | 1,580 | 1,580 | — | $20.99万 | 新建仓 |
| ROKU | ROKU INC | $20.98万 | 0.04% | 1,519 | 1,519 | — | $20.98万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.94万 | 0.04% | 2,308 | 149 | 6.9% | $1.35万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $20.84万 | 0.04% | 1,744 | 1,744 | — | $20.84万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.80万 | 0.04% | 2,891 | 2,891 | — | $20.80万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.79万 | 0.04% | 629 | 629 | — | $20.79万 | 新建仓 |
| AYI | ACUITY INC | $20.72万 | 0.04% | 550 | 550 | — | $20.72万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $20.69万 | 0.04% | 1,203 | 1,203 | — | $20.69万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $20.69万 | 0.04% | 3,983 | 3,983 | — | $20.69万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.57万 | 0.04% | 548 | 548 | — | $20.57万 | 新建仓 |
| PFE | PFIZER INC | $20.44万 | 0.04% | 8,489 | 316 | 3.9% | $7,609 | 加仓 |
| CI | THE CIGNA GROUP | $20.43万 | 0.04% | 741 | -90 | -10.8% | -$2.48万 | 减仓 |
| CTVA | CORTEVA INC | $20.32万 | 0.04% | 2,399 | 2,399 | — | $20.32万 | 新建仓 |
| XYZ | BLOCK INC | $20.25万 | 0.04% | 2,665 | 2,665 | — | $20.25万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.23万 | 0.04% | 690 | 690 | — | $20.23万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $20.04万 | 0.04% | 22,823 | 22,823 | — | $20.04万 | 新建仓 |
| IVE | ISHARES TR | $20.01万 | 0.04% | 881 | 881 | — | $20.01万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $19.69万 | 0.04% | 14,626 | 14,626 | — | $19.69万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.53万 | 0.04% | 11,018 | 11,018 | — | $19.53万 | 新建仓 |
| AEG | AEGON LTD | $17.71万 | 0.03% | 20,980 | 20,980 | — | $17.71万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.83万 | 0.03% | 22,007 | -2,791 | -11.3% | -$1.63万 | 减仓 |