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 |
|---|---|---|---|---|---|---|---|---|
| — | LEGGETT & PLATT INC | $12.52万 | 0.02% | 10,694 | 10,694 | — | $12.52万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $10.71万 | 0.02% | 13,562 | 13,562 | — | $10.71万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $7.51万 | 0.01% | 17,638 | 3,812 | 27.6% | $1.62万 | 加仓 |
| GERN | GERON CORP | $2.78万 | 0.01% | 21,753 | 0 | 0.0% | — | 不变 |
| 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 |