13F 机构持仓

PINKERTON WEALTH, LLC

COEUR D ALENE ID · SEC CIK 0001536446

2026Q22026Q1 更早 9 个季度 🔒
$11.64亿2026Q2 申报市值
103持仓数
70.8%前十大占比 · 第一大 16.1%
15 / 50新建仓 / 清仓
申报市值走势$11.64亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IJS 16.1%
IWM 16.0%
IJK 15.9%
GLD 6.8%
BIV 3.4%
SCHX 3.1%
SCHF 2.6%
BND 2.6%
XLE 2.4%
SPY 1.8%

2026Q2 买入最多 按季末市值估算

IJS 新建仓+$1.87亿
IJK 新建仓+$1.85亿
IWM 加仓+$1.84亿
IEF 加仓+$1,419.29万
VZ 新建仓+$686.89万

2026Q2 卖出最多 按季末市值估算

IYZ 清仓-$5,927.68万
IYW 清仓-$5,669.73万
IYH 清仓-$5,606.34万
IDU 清仓-$5,544.59万
SSO 清仓-$4,338.98万

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
IYZ ISHARES TR $00.00%0 -1,748,579-100.0% -$5,927.68万 清仓
IYW ISHARES TR $00.00%0 -283,941-100.0% -$5,669.73万 清仓
IYH ISHARES TR $00.00%0 -861,189-100.0% -$5,606.34万 清仓
IDU ISHARES TR $00.00%0 -511,682-100.0% -$5,544.59万 清仓
SSO PROSHARES TR $00.00%0 -749,133-100.0% -$4,338.98万 清仓
AZN ASTRAZENECA PLC $00.00%0 -69,281-100.0% -$636.90万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -47,304-100.0% -$549.15万 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -188,953-100.0% -$544.56万 清仓
LRCX LAM RESEARCH CORP $00.00%0 -28,297-100.0% -$484.39万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -16,946-100.0% -$483.66万 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -26,783-100.0% -$461.39万 清仓
NEM NEWMONT CORP $00.00%0 -45,694-100.0% -$456.26万 清仓
ADI ANALOG DEVICES INC $00.00%0 -16,061-100.0% -$435.58万 清仓
INTC INTEL CORP $00.00%0 -114,783-100.0% -$423.55万 清仓
APH AMPHENOL CORP NEW $00.00%0 -30,885-100.0% -$417.38万 清仓
TER TERADYNE INC $00.00%0 -21,519-100.0% -$416.52万 清仓
GLW CORNING INC $00.00%0 -46,998-100.0% -$411.51万 清仓
KLAC KLA CORP $00.00%0 -31,780-100.0% -$386.15万 清仓
FSLR FIRST SOLAR INC $00.00%0 -14,631-100.0% -$382.21万 清仓
CAT CATERPILLAR INC $00.00%0 -6,635-100.0% -$380.10万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -17,710-100.0% -$379.28万 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -3,982-100.0% -$360.91万 清仓
ADBE ADOBE INC $00.00%0 -9,814-100.0% -$343.48万 清仓
ALB ALBEMARLE CORP $00.00%0 -22,041-100.0% -$311.75万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -11,000-100.0% -$302.93万 清仓
APD AIR PRODS & CHEMS INC $00.00%0 -12,132-100.0% -$299.69万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -12,576-100.0% -$286.12万 清仓
WDAY WORKDAY INC $00.00%0 -11,771-100.0% -$252.82万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -4,287-100.0% -$158.01万 清仓
CIEN CIENA CORP $00.00%0 -6,646-100.0% -$155.43万 清仓
APP APPLOVIN CORP $00.00%0 -1,994-100.0% -$134.36万 清仓
MDB MONGODB INC $00.00%0 -3,024-100.0% -$126.91万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -17,212-100.0% -$125.01万 清仓
COHR COHERENT CORP $00.00%0 -6,639-100.0% -$122.54万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -45,900-100.0% -$120.17万 清仓
MP MP MATERIALS CORP $00.00%0 -23,369-100.0% -$118.06万 清仓
ALAB ASTERA LABS INC $00.00%0 -6,521-100.0% -$108.48万 清仓
— EXACT SCIENCES CORP $00.00%0 -10,479-100.0% -$106.42万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -8,884-100.0% -$100.48万 清仓
VRT VERTIV HOLDINGS CO $00.00%0 -5,905-100.0% -$95.67万 清仓
INSM INSMED INC $00.00%0 -5,248-100.0% -$91.34万 清仓
DFCF DIMENSIONAL ETF TRUST $00.00%0 -19,924-100.0% -$84.80万 清仓
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -3,629-100.0% -$79.76万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -691-100.0% -$43.33万 清仓
ECHO ECHOSTAR CORP $00.00%0 -2,993-100.0% -$32.53万 清仓
ROIV ROIVANT SCIENCES LTD $00.00%0 -14,775-100.0% -$32.06万 清仓
ELAN ELANCO ANIMAL HEALTH INC $00.00%0 -13,936-100.0% -$31.54万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -3,171-100.0% -$24.07万 清仓
IVV ISHARES TR $00.00%0 -329-100.0% -$22.53万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 -1,522-100.0% -$21.91万 清仓
MSIF MSC INCOME FUND INC $17.14万0.01%14,073 14,073— $17.14万 新建仓
UPS UNITED PARCEL SVCS INC $20.06万0.02%2,039 -51,961-96.2% -$511.32万 减仓
TT TRANE TECHNOLOGIES PLC $20.80万0.02%499 -85-14.6% -$3.54万 减仓
PLTR PALANTIR TECHNOLOGIES INC $20.82万0.02%1,423 -22,567-94.1% -$330.11万 减仓
SPLV INVESCO EXCH TRADED FD TR II $21.00万0.02%2,871 2,871— $21.00万 新建仓
MO ALTRIA GROUP INC $22.99万0.02%3,484 3,484— $22.99万 新建仓
ZION ZIONS BANCORPORATION NATL AS $23.22万0.02%4,030 260.6% $1,498 加仓
EFA ISHARES TR $23.92万0.02%2,463 -270,416-99.1% -$2,626.55万 减仓
IBM INTERNATIONAL BUSINESS MACHS $23.94万0.02%987 545.8% $1.31万 加仓
PM PHILIP MORRIS INTL INC $24.39万0.02%1,475 15311.6% $2.53万 加仓
CW CURTISS WRIGHT CORP $27.24万0.02%400 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $27.57万0.02%9,464 00.0% — 不变
FNV FRANCO NEV CORP $28.24万0.02%1,143 00.0% — 不变
IWR ISHARES TR $29.24万0.03%3,007 1294.5% $1.25万 加仓
EZU ISHARES INC $32.18万0.03%5,137 5,137— $32.18万 新建仓
EIX EDISON INTL $33.62万0.03%4,595 -87,427-95.0% -$639.77万 减仓
VCIT VANGUARD SCOTTSDALE FDS $35.29万0.03%4,265 -53-1.2% -$4,386 减仓
SLB SLB LIMITED $36.59万0.03%7,120 7,120— $36.59万 新建仓
IYM ISHARES TR $39.88万0.03%2,267 86561.7% $15.22万 加仓
IAU ISHARES GOLD TR $42.33万0.04%4,801 00.0% — 不变
RGLD ROYAL GOLD INC $45.20万0.04%1,776 502.9% $1.27万 加仓
MMM 3M CO $46.06万0.04%3,171 -33,872-91.4% -$491.97万 减仓
SGOL ETFS GOLD TR $48.17万0.04%10,796 -2,016-15.7% -$9.00万 减仓
GOOGL ALPHABET INC $62.35万0.05%2,168 -13,667-86.3% -$393.06万 减仓
SCHM SCHWAB STRATEGIC TR $65.58万0.06%21,181 150.1% $464 加仓
WMT WALMART INC $69.72万0.06%5,610 -52,686-90.4% -$654.79万 减仓
TSLA TESLA INC $83.16万0.07%2,237 -37-1.6% -$1.38万 减仓
VTI VANGUARD INDEX FDS $84.44万0.07%2,632 88050.2% $28.23万 加仓
RTX RTX CORPORATION $84.94万0.07%4,403 -56,536-92.8% -$1,090.70万 减仓
SCHP SCHWAB STRATEGIC TR $97.57万0.08%36,668 2,3236.8% $6.18万 加仓
— CION INVT CORP $111.52万0.10%163,035 -65,601-28.7% -$44.87万 减仓
LQD ISHARES TR $132.01万0.11%12,112 -65,887-84.5% -$718.10万 减仓
BIL SPDR SERIES TRUST $132.13万0.11%14,418 -11,546-44.5% -$105.81万 减仓
HYG ISHARES TR $145.28万0.12%18,261 -90,698-83.2% -$721.59万 减仓
SCHO SCHWAB STRATEGIC TR $288.42万0.25%118,840 5,9405.3% $14.42万 加仓
MA MASTERCARD INCORPORATED $291.01万0.25%5,824 60.1% $2,998 加仓
INTU INTUIT $296.53万0.25%6,858 2,31250.9% $99.97万 加仓
IVW ISHARES TR $297.77万0.26%26,326 -207,960-88.8% -$2,352.22万 减仓
EEM ISHARES TR $321.71万0.28%56,650 -429,808-88.4% -$2,440.87万 减仓
CRM SALESFORCE INC $324.64万0.28%17,391 17,391— $324.64万 新建仓
GD GENERAL DYNAMICS CORP $326.67万0.28%9,518 -350-3.5% -$12.01万 减仓
DXCM DEXCOM INC $333.07万0.29%53,037 53,037— $333.07万 新建仓
QQQ INVESCO QQQ TR $333.68万0.29%5,781 -42,847-88.1% -$2,473.10万 减仓
VEEV VEEVA SYS INC $334.61万0.29%19,049 4,93635.0% $86.71万 加仓
PANW PALO ALTO NETWORKS INC $346.82万0.30%21,633 21,633— $346.82万 新建仓
GOOG ALPHABET INC $347.60万0.30%12,117 -1,368-10.1% -$39.24万 减仓
META META PLATFORMS INC $367.31万0.32%6,420 6,1021,918.9% $349.11万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $378.50万0.33%227,876 -28,723-11.2% -$47.71万 减仓
IQV IQVIA HLDGS INC $379.81万0.33%22,271 1,0244.8% $17.46万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $380.36万0.33%12,993 6024.9% $17.62万 加仓