Pines Wealth Management, LLC
SOUTHERN PINES NC · SEC CIK 0002037426
$3.48亿2026Q2 申报市值
219持仓数
33.5%前十大占比 · 第一大 5.9%
15 / 13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
VGUS 加仓+$720.45万
FDXF 新建仓+$63.57万
MRVL 新建仓+$61.48万
QQQ 新建仓+$49.96万
DRAM 新建仓+$36.92万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$432.40万
WDC 减仓-$60.74万
COMT 减仓-$59.65万
AMD 减仓-$58.85万
MU 减仓-$42.13万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -25,486 | -100.0% | -$432.40万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -5,113 | -100.0% | -$29.46万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,675 | -100.0% | -$28.91万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,307 | -100.0% | -$26.72万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.85万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -773 | -100.0% | -$22.45万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,601 | -100.0% | -$21.62万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,335 | -100.0% | -$21.24万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -435 | -100.0% | -$21.09万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,198 | -100.0% | -$20.87万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,435 | -100.0% | -$20.83万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,407 | -100.0% | -$20.80万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -590 | -100.0% | -$20.36万 | 清仓 |
| — | PUTNAM ETF TRUST | $9.59万 | 0.03% | 11,310 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $20.15万 | 0.06% | 717 | 717 | — | $20.15万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.27万 | 0.06% | 408 | 408 | — | $20.27万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $21.32万 | 0.06% | 892 | -265 | -22.9% | -$6.33万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $22.37万 | 0.06% | 3,557 | -175 | -4.7% | -$1.10万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $22.46万 | 0.06% | 3,303 | 3,303 | — | $22.46万 | 新建仓 |
| KKR | KKR & CO INC | $23.03万 | 0.07% | 2,509 | -1,281 | -33.8% | -$11.76万 | 减仓 |
| COR | CENCORA INC | $23.32万 | 0.07% | 824 | -38 | -4.4% | -$1.08万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.50万 | 0.07% | 740 | 740 | — | $23.50万 | 新建仓 |
| GLW | CORNING INC | $23.50万 | 0.07% | 920 | 920 | — | $23.50万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $23.77万 | 0.07% | 2,645 | 2,645 | — | $23.77万 | 新建仓 |
| EOG | EOG RES INC | $23.78万 | 0.07% | 1,833 | -126 | -6.4% | -$1.63万 | 减仓 |
| INTC | INTEL CORP | $23.89万 | 0.07% | 1,711 | 1,711 | — | $23.89万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $24.36万 | 0.07% | 1,115 | -229 | -17.0% | -$5.00万 | 减仓 |
| IVW | ISHARES TR | $24.37万 | 0.07% | 1,772 | 1,772 | — | $24.37万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.55万 | 0.07% | 2,554 | 2,554 | — | $24.55万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $24.91万 | 0.07% | 432 | 39 | 9.9% | $2.25万 | 加仓 |
| HDV | ISHARES TR | $25.06万 | 0.07% | 9,142 | 147 | 1.6% | $4,029 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $25.25万 | 0.07% | 1,363 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $25.50万 | 0.07% | 925 | 69 | 8.1% | $1.90万 | 加仓 |
| NKE | NIKE INC | $25.69万 | 0.07% | 6,259 | 468 | 8.1% | $1.92万 | 加仓 |
| IWD | ISHARES TR | $25.82万 | 0.07% | 1,065 | -29 | -2.7% | -$7,030 | 减仓 |
| ZTS | ZOETIS INC | $26.16万 | 0.08% | 3,640 | 979 | 36.8% | $7.04万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.18万 | 0.08% | 1,305 | -112 | -7.9% | -$2.25万 | 减仓 |
| D | DOMINION ENERGY INC | $26.25万 | 0.08% | 3,844 | -1,900 | -33.1% | -$12.98万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.38万 | 0.08% | 682 | -360 | -34.5% | -$13.92万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $26.58万 | 0.08% | 2,881 | -143 | -4.7% | -$1.32万 | 减仓 |
| STPZ | PIMCO ETF TR | $27.17万 | 0.08% | 5,093 | -41 | -0.8% | -$2,187 | 减仓 |
| GILD | GILEAD SCIENCES INC | $27.43万 | 0.08% | 2,171 | -372 | -14.6% | -$4.70万 | 减仓 |
| MDT | MEDTRONIC PLC | $27.53万 | 0.08% | 3,519 | -1,654 | -32.0% | -$12.94万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $28.00万 | 0.08% | 649 | 649 | — | $28.00万 | 新建仓 |
| BA | BOEING CO | $28.31万 | 0.08% | 1,308 | 219 | 20.1% | $4.74万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.70万 | 0.08% | 6,779 | -334 | -4.7% | -$1.41万 | 减仓 |
| COMT | ISHARES U S ETF TR | $28.77万 | 0.08% | 9,473 | -19,642 | -67.5% | -$59.65万 | 减仓 |
| CB | CHUBB LIMITED | $29.07万 | 0.08% | 853 | 215 | 33.7% | $7.33万 | 加仓 |
| BX | BLACKSTONE INC | $29.97万 | 0.09% | 2,547 | 389 | 18.0% | $4.58万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $30.19万 | 0.09% | 1,123 | -331 | -22.8% | -$8.90万 | 减仓 |
| SBUX | STARBUCKS CORP | $30.27万 | 0.09% | 2,962 | -408 | -12.1% | -$4.17万 | 减仓 |
| AGG | ISHARES TR | $30.32万 | 0.09% | 3,063 | 374 | 13.9% | $3.70万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $30.32万 | 0.09% | 1,785 | -34 | -1.9% | -$5,776 | 减仓 |
| NDAQ | NASDAQ INC | $30.34万 | 0.09% | 3,849 | 104 | 2.8% | $8,197 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.75万 | 0.09% | 329 | -201 | -37.9% | -$19.40万 | 减仓 |
| RY | ROYAL BK CDA | $32.68万 | 0.09% | 1,579 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $32.95万 | 0.09% | 50,000 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $33.23万 | 0.10% | 1,484 | -916 | -38.2% | -$20.51万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $33.65万 | 0.10% | 1,522 | 1,522 | — | $33.65万 | 新建仓 |
| BAC | BANK OF AMER CORP | $34.33万 | 0.10% | 6,025 | -47 | -0.8% | -$2,678 | 减仓 |
| WMB | WILLIAMS COS INC | $34.58万 | 0.10% | 4,651 | 1,334 | 40.2% | $9.92万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $34.62万 | 0.10% | 4,720 | -115 | -2.4% | -$8,436 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $34.63万 | 0.10% | 21,274 | 801 | 3.9% | $1.30万 | 加仓 |
| CRM | SALESFORCE INC | $34.64万 | 0.10% | 2,211 | -52 | -2.3% | -$8,146 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $34.73万 | 0.10% | 2,860 | -898 | -23.9% | -$10.90万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $35.11万 | 0.10% | 4,865 | 798 | 19.6% | $5.76万 | 加仓 |
| ADI | ANALOG DEVICES INC | $35.15万 | 0.10% | 885 | -187 | -17.4% | -$7.43万 | 重新持有 |
| DRAM | ROUNDHILL ETF TRUST | $36.92万 | 0.11% | 5,000 | 5,000 | — | $36.92万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $37.03万 | 0.11% | 2,752 | 158 | 6.1% | $2.13万 | 加仓 |
| EFA | ISHARES TR | $37.15万 | 0.11% | 3,576 | -76 | -2.1% | -$7,895 | 减仓 |
| VHT | VANGUARD WORLD FD | $37.65万 | 0.11% | 1,259 | 24 | 1.9% | $7,176 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $38.12万 | 0.11% | 748 | -1 | -0.1% | -$510 | 减仓 |
| EQIX | EQUINIX INC | $38.46万 | 0.11% | 369 | 25 | 7.3% | $2.61万 | 加仓 |
| ASML | ASML HLDG NV | $39.99万 | 0.11% | 201 | -14 | -6.5% | -$2.79万 | 减仓 |
| — | NVIDIA CORPORATION 看涨期权 | $40.02万 | 0.12% | 2,000 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $40.54万 | 0.12% | 590 | -10 | -1.7% | -$6,870 | 减仓 |
| GE | GE AEROSPACE | $40.70万 | 0.12% | 1,089 | -648 | -37.3% | -$24.22万 | 减仓 |
| IEFA | ISHARES TR | $41.01万 | 0.12% | 4,246 | 312 | 7.9% | $3.01万 | 加仓 |
| AZN | ASTRAZENECA PLC | $41.26万 | 0.12% | 2,176 | -324 | -13.0% | -$6.14万 | 减仓 |
| DHR | DANAHER CORP DEL | $41.64万 | 0.12% | 2,186 | 274 | 14.3% | $5.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $42.15万 | 0.12% | 1,414 | -624 | -30.6% | -$18.60万 | 减仓 |
| DIS | DISNEY WALT CO | $42.58万 | 0.12% | 4,424 | -359 | -7.5% | -$3.46万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $42.86万 | 0.12% | 10,043 | 2,136 | 27.0% | $9.12万 | 加仓 |
| MS | MORGAN STANLEY | $43.44万 | 0.12% | 2,078 | -60 | -2.8% | -$1.25万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $43.82万 | 0.13% | 4,829 | 296 | 6.5% | $2.69万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $43.99万 | 0.13% | 3,215 | 464 | 16.9% | $6.35万 | 加仓 |
| VDC | VANGUARD WORLD FD | $45.14万 | 0.13% | 2,002 | 142 | 7.6% | $3.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $45.83万 | 0.13% | 1,355 | -184 | -12.0% | -$6.22万 | 减仓 |
| KO | COCA COLA CO | $45.84万 | 0.13% | 5,640 | -88 | -1.5% | -$7,152 | 减仓 |
| EFV | ISHARES TR | $46.69万 | 0.13% | 6,099 | 103 | 1.7% | $7,885 | 加仓 |
| EFG | ISHARES TR | $46.94万 | 0.13% | 3,773 | 102 | 2.8% | $1.27万 | 加仓 |
| GEV | GE VERNOVA INC | $47.23万 | 0.14% | 402 | -15 | -3.6% | -$1.76万 | 减仓 |
| EMXC | ISHARES INC | $48.57万 | 0.14% | 4,748 | 57 | 1.2% | $5,831 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $49.40万 | 0.14% | 505 | -22 | -4.2% | -$2.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $49.96万 | 0.14% | 678 | 678 | — | $49.96万 | 新建仓 |
| CVS | CVS HEALTH CORP | $50.76万 | 0.15% | 4,906 | 477 | 10.8% | $4.93万 | 加仓 |
| DVY | ISHARES TR | $51.16万 | 0.15% | 3,273 | -299 | -8.4% | -$4.67万 | 减仓 |
| PEP | PEPSICO INC | $51.25万 | 0.15% | 3,785 | -38 | -1.0% | -$5,145 | 减仓 |
| URI | UNITED RENTALS INC | $51.43万 | 0.15% | 454 | -3 | -0.7% | -$3,399 | 减仓 |
| VIS | VANGUARD WORLD FD | $52.36万 | 0.15% | 1,453 | 87 | 6.4% | $3.14万 | 加仓 |