Pine Harbor Wealth Management, LLC
FAIRFAX VA · SEC CIK 0002016051
$3.34亿2026Q1 申报市值
102持仓数
71.7%前十大占比 · 第一大 11.9%
4 / 8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
DFIC 加仓+$477.44万
PULS 加仓+$307.12万
PAAA 加仓+$306.01万
DFSD 加仓+$233.41万
DFUS 加仓+$135.72万
2026Q1 卖出最多 按季末市值估算
SPGP 减仓-$79.60万
VMC 减仓-$69.23万
NVDA 减仓-$40.34万
AVUV 减仓-$31.16万
DFLV 减仓-$29.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $585.58万 | 1.75% | 117,622 | 5,845 | 5.2% | $29.10万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $670.13万 | 2.00% | 15,342 | -33 | -0.2% | -$1.44万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $881.26万 | 2.64% | 175,063 | -615 | -0.4% | -$3.10万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,436.10万 | 4.30% | 129,999 | -2,821 | -2.1% | -$31.16万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,513.11万 | 4.53% | 187,708 | 10,605 | 6.0% | $85.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,561.60万 | 4.67% | 48,677 | 904 | 1.9% | $29.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,763.63万 | 5.28% | 368,343 | 48,749 | 15.3% | $233.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,018.71万 | 6.04% | 34,975 | 13 | 0.0% | $7,503 | 加仓 |
| PULS | PGIM ETF TR | $3,393.29万 | 10.15% | 685,513 | 62,045 | 10.0% | $307.12万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,616.54万 | 10.82% | 1,017,885 | 134,377 | 15.2% | $477.44万 | 加仓 |
| PAAA | PGIM ETF TR | $3,789.52万 | 11.34% | 740,429 | 59,790 | 8.8% | $306.01万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,979.96万 | 11.91% | 561,269 | 19,140 | 3.5% | $135.72万 | 加仓 |