PINKERTON WEALTH, LLC
COEUR D ALENE ID · SEC CIK 0001536446
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $430.28万 | 0.37% | 24,672 | 20,966 | 565.7% | $365.65万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $439.26万 | 0.38% | 21,619 | 3,183 | 17.3% | $64.67万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $446.15万 | 0.38% | 109,269 | 3,845 | 3.6% | $15.70万 | 加仓 |
| AMZN | AMAZON COM INC | $455.82万 | 0.39% | 21,886 | -88 | -0.4% | -$1.83万 | 减仓 |
| GPC | GENUINE PARTS CO | $456.49万 | 0.39% | 43,167 | 3,192 | 8.0% | $33.76万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $462.79万 | 0.40% | 45,075 | 3,621 | 8.7% | $37.18万 | 加仓 |
| UL | UNILEVER PLC | $464.92万 | 0.40% | 81,607 | 3,431 | 4.4% | $19.55万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $470.32万 | 0.40% | 13,917 | -5,409 | -28.0% | -$182.80万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $472.41万 | 0.41% | 132,328 | 8,694 | 7.0% | $31.04万 | 加仓 |
| MET | METLIFE INC | $496.81万 | 0.43% | 70,250 | 4,078 | 6.2% | $28.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $513.13万 | 0.44% | 10,708 | -127 | -1.2% | -$6.09万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $515.84万 | 0.44% | 29,890 | 29,890 | — | $515.84万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $515.92万 | 0.44% | 35,719 | 2,649 | 8.0% | $38.26万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $522.30万 | 0.45% | 54,142 | 10,333 | 23.6% | $99.68万 | 加仓 |
| OMC | OMNICOM GROUP INC | $525.03万 | 0.45% | 69,716 | 3,829 | 5.8% | $28.84万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $537.25万 | 0.46% | 163,050 | 1,987 | 1.2% | $6.55万 | 加仓 |
| MCD | MCDONALDS CORP | $549.26万 | 0.47% | 17,673 | 633 | 3.7% | $19.67万 | 加仓 |
| TXN | TEXAS INSTRS INC | $568.42万 | 0.49% | 29,279 | 519 | 1.8% | $10.08万 | 加仓 |
| IGSB | ISHARES TR | $572.84万 | 0.49% | 108,988 | 1,237 | 1.1% | $6.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $579.25万 | 0.50% | 25,208 | 536 | 2.2% | $12.32万 | 加仓 |
| AVGO | BROADCOM INC | $587.70万 | 0.50% | 18,988 | -11,075 | -36.8% | -$342.78万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $598.31万 | 0.51% | 45,694 | 45,694 | — | $598.31万 | 新建仓 |
| PEP | PEPSICO INC | $598.32万 | 0.51% | 38,529 | 36,577 | 1,873.8% | $568.00万 | 加仓 |
| SO | SOUTHERN CO | $601.86万 | 0.52% | 62,356 | 62,356 | — | $601.86万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $608.02万 | 0.52% | 102,672 | -4,151 | -3.9% | -$24.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $618.04万 | 0.53% | 86,889 | -6,186 | -6.6% | -$44.00万 | 减仓 |
| AMGN | AMGEN INC | $625.21万 | 0.54% | 17,769 | 71 | 0.4% | $2.50万 | 加仓 |
| C | CITIGROUP INC | $627.06万 | 0.54% | 55,291 | -3,477 | -5.9% | -$39.43万 | 减仓 |
| ABBV | ABBVIE INC | $630.16万 | 0.54% | 28,974 | 125 | 0.4% | $2.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $633.14万 | 0.54% | 21,524 | 138 | 0.6% | $4.06万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $674.62万 | 0.58% | 268,772 | -8,297 | -3.0% | -$20.83万 | 减仓 |
| AZN | ASTRAZENECA PLC | $675.54万 | 0.58% | 34,253 | 34,253 | — | $675.54万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $686.89万 | 0.59% | 136,831 | 136,831 | — | $686.89万 | 新建仓 |
| AAPL | APPLE INC | $711.62万 | 0.61% | 28,040 | 1,494 | 5.6% | $37.92万 | 加仓 |
| QCOM | QUALCOMM INC | $715.11万 | 0.61% | 55,530 | 5,121 | 10.2% | $65.95万 | 加仓 |
| MRK | MERCK & CO INC | $716.50万 | 0.62% | 59,564 | -709 | -1.2% | -$8.53万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $723.20万 | 0.62% | 235,722 | -9,400 | -3.8% | -$28.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $723.71万 | 0.62% | 34,979 | 596 | 1.7% | $12.33万 | 加仓 |
| PSX | PHILLIPS 66 | $759.35万 | 0.65% | 41,681 | -1,110 | -2.6% | -$20.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $867.37万 | 0.74% | 23,432 | 1,696 | 7.8% | $62.78万 | 加仓 |
| — | EXXON MOBIL CORP | $1,045.34万 | 0.90% | 61,614 | 12,651 | 25.8% | $214.64万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,076.44万 | 0.92% | 81,548 | 28,274 | 53.1% | $373.22万 | 加仓 |
| IEF | ISHARES TR | $1,445.42万 | 1.24% | 151,448 | 148,710 | 5,431.3% | $1,419.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,141.03万 | 1.84% | 32,922 | -37,276 | -53.1% | -$2,424.18万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2,784.21万 | 2.39% | 454,490 | -116,284 | -20.4% | -$712.36万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,996.58万 | 2.57% | 406,923 | 18,238 | 4.7% | $134.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,071.78万 | 2.64% | 1,241,123 | -33,625 | -2.6% | -$83.22万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,643.60万 | 3.13% | 1,421,061 | 14,724 | 1.0% | $37.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,976.00万 | 3.41% | 515,159 | 26,474 | 5.4% | $204.33万 | 加仓 |
| GLD | SPDR GOLD TR | $7,969.96万 | 6.84% | 185,223 | -6,126 | -3.2% | -$263.60万 | 减仓 |
| IJK | ISHARES TR | $1.85亿 | 15.86% | 1,835,243 | 1,835,243 | — | $1.85亿 | 新建仓 |
| IWM | ISHARES TR | $1.86亿 | 16.00% | 751,445 | 741,265 | 7,281.6% | $1.84亿 | 加仓 |
| IJS | ISHARES TR | $1.87亿 | 16.07% | 1,579,899 | 1,579,899 | — | $1.87亿 | 新建仓 |