Pine Harbor Wealth Management, LLC
FAIRFAX VA · SEC CIK 0002016051
$3.73亿2026Q2 申报市值
112持仓数
71.4%前十大占比 · 第一大 12.7%
8 / 0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
PULS 加仓+$183.84万
DFIC 加仓+$154.91万
DFUS 加仓+$147.87万
PAAA 加仓+$135.35万
DFSD 加仓+$102.87万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$35.35万
DE 重新持有-$33.52万
SPGP 减仓-$30.72万
NVDA 减仓-$21.23万
MEAR 减仓-$13.93万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $620.84万 | 1.66% | 87,136 | 3,191 | 3.8% | $22.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $797.62万 | 2.14% | 92,596 | 544 | 0.6% | $4.69万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $868.04万 | 2.32% | 172,298 | -2,765 | -1.6% | -$13.93万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,619.70万 | 4.34% | 129,826 | -173 | -0.1% | -$2.16万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,770.09万 | 4.74% | 194,067 | 6,359 | 3.4% | $58.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,796.74万 | 4.81% | 48,555 | -122 | -0.3% | -$4.51万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,861.71万 | 4.99% | 389,887 | 21,544 | 5.8% | $102.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,540.21万 | 6.80% | 34,495 | -480 | -1.4% | -$35.35万 | 减仓 |
| PULS | PGIM ETF TR | $3,580.56万 | 9.59% | 722,615 | 37,102 | 5.4% | $183.84万 | 加仓 |
| PAAA | PGIM ETF TR | $3,931.53万 | 10.53% | 766,829 | 26,400 | 3.6% | $135.35万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,947.55万 | 10.57% | 1,059,460 | 41,575 | 4.1% | $154.91万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,746.90万 | 12.71% | 579,315 | 18,046 | 3.2% | $147.87万 | 加仓 |