PINKERTON WEALTH, LLC
COEUR D ALENE ID · SEC CIK 0001536446
$10.99亿2026Q1 申报市值
138持仓数
45.6%前十大占比 · 第一大 6.9%
1 / 1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
GLD 加仓+$2,161.28万
IYZ 加仓+$1,677.80万
BND 加仓+$1,617.70万
IYW 加仓+$1,598.84万
IYH 加仓+$1,597.24万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$151.06万
SCHF 减仓-$135.56万
BIV 减仓-$123.14万
SCHB 减仓-$61.81万
SPMD 减仓-$58.99万
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 |
|---|---|---|---|---|---|---|---|---|
| EIX | EDISON INTL | $552.32万 | 0.50% | 92,022 | -1,009 | -1.1% | -$6.06万 | 减仓 |
| IGSB | ISHARES TR | $569.79万 | 0.52% | 107,751 | -6,039 | -5.3% | -$31.93万 | 减仓 |
| AMGN | AMGEN INC | $579.27万 | 0.53% | 17,698 | -187 | -1.0% | -$6.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $587.30万 | 0.53% | 19,326 | -640 | -3.2% | -$19.45万 | 减仓 |
| — | EXXON MOBIL CORP | $589.22万 | 0.54% | 48,963 | -579 | -1.2% | -$6.97万 | 减仓 |
| MMM | 3M CO | $593.06万 | 0.54% | 37,043 | -487 | -1.3% | -$7.80万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $618.61万 | 0.56% | 106,823 | -10,187 | -8.7% | -$58.99万 | 减仓 |
| MRK | MERCK & CO INC | $634.44万 | 0.58% | 60,273 | -627 | -1.0% | -$6.60万 | 减仓 |
| AZN | ASTRAZENECA PLC | $636.90万 | 0.58% | 69,281 | 34,264 | 97.9% | $314.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $648.45万 | 0.59% | 93,075 | -2,819 | -2.9% | -$19.64万 | 减仓 |
| WMT | WALMART INC | $649.48万 | 0.59% | 58,296 | -720 | -1.2% | -$8.02万 | 减仓 |
| ABBV | ABBVIE INC | $659.18万 | 0.60% | 28,849 | -309 | -1.1% | -$7.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $672.37万 | 0.61% | 245,122 | -20,658 | -7.8% | -$56.66万 | 减仓 |
| C | CITIGROUP INC | $685.76万 | 0.62% | 58,768 | -712 | -1.2% | -$8.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $689.09万 | 0.63% | 21,386 | -289 | -1.3% | -$9.31万 | 减仓 |
| AAPL | APPLE INC | $721.68万 | 0.66% | 26,546 | -150 | -0.6% | -$4.08万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $726.75万 | 0.66% | 277,069 | -23,566 | -7.8% | -$61.81万 | 减仓 |
| LQD | ISHARES TR | $859.47万 | 0.78% | 77,999 | 13,424 | 20.8% | $147.92万 | 加仓 |
| QCOM | QUALCOMM INC | $862.25万 | 0.78% | 50,409 | -683 | -1.3% | -$11.68万 | 减仓 |
| HYG | ISHARES TR | $878.54万 | 0.80% | 108,959 | 18,368 | 20.3% | $148.10万 | 加仓 |
| AVGO | BROADCOM INC | $1,040.46万 | 0.95% | 30,063 | 534 | 1.8% | $18.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,051.19万 | 0.96% | 21,736 | -423 | -1.9% | -$20.46万 | 减仓 |
| RTX | RTX CORPORATION | $1,117.63万 | 1.02% | 60,939 | -1,060 | -1.7% | -$19.44万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2,551.93万 | 2.32% | 570,774 | 170,893 | 42.7% | $764.06万 | 加仓 |
| EFA | ISHARES TR | $2,620.46万 | 2.38% | 272,879 | 23,258 | 9.3% | $223.35万 | 加仓 |
| EEM | ISHARES TR | $2,661.41万 | 2.42% | 486,458 | 40,975 | 9.2% | $224.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,878.99万 | 2.62% | 388,685 | 218,402 | 128.3% | $1,617.70万 | 加仓 |
| IVW | ISHARES TR | $2,887.81万 | 2.63% | 234,286 | 19,178 | 8.9% | $236.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,987.27万 | 2.72% | 48,628 | 3,760 | 8.4% | $230.98万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,064.50万 | 2.79% | 1,274,748 | -56,391 | -4.2% | -$135.56万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,784.45万 | 3.44% | 1,406,337 | -56,136 | -3.8% | -$151.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,805.88万 | 3.46% | 488,685 | -15,812 | -3.1% | -$123.14万 | 减仓 |
| SSO | PROSHARES TR | $4,338.98万 | 3.95% | 749,133 | 71,597 | 10.6% | $414.69万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $4,786.91万 | 4.36% | 70,198 | 1,726 | 2.5% | $117.70万 | 加仓 |
| IDU | ISHARES TR | $5,544.59万 | 5.04% | 511,682 | 144,689 | 39.4% | $1,567.85万 | 加仓 |
| IYH | ISHARES TR | $5,606.34万 | 5.10% | 861,189 | 245,351 | 39.8% | $1,597.24万 | 加仓 |
| IYW | ISHARES TR | $5,669.73万 | 5.16% | 283,941 | 80,070 | 39.3% | $1,598.84万 | 加仓 |
| IYZ | ISHARES TR | $5,927.68万 | 5.39% | 1,748,579 | 494,925 | 39.5% | $1,677.80万 | 加仓 |
| GLD | SPDR GOLD TR | $7,583.35万 | 6.90% | 191,349 | 54,535 | 39.9% | $2,161.28万 | 加仓 |