Pines Wealth Management, LLC
SOUTHERN PINES NC · SEC CIK 0002037426
$3.09亿2026Q1 申报市值
215持仓数
32.3%前十大占比 · 第一大 5.7%
7 / 18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
VGUS 新建仓+$1,316.76万
BSV 加仓+$471.63万
VBIL 新建仓+$412.96万
ORCL 加仓+$115.55万
ADBE 加仓+$94.97万
2026Q1 卖出最多 按季末市值估算
GLTR 减仓-$879.87万
IVV 减仓-$325.82万
WMT 减仓-$157.21万
LIT 清仓-$76.33万
MU 减仓-$62.91万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $185.22万 | 0.60% | 43,540 | -3,058 | -6.6% | -$13.01万 | 减仓 |
| LOW | LOWES COS INC | $187.78万 | 0.61% | 7,947 | 520 | 7.0% | $12.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $192.46万 | 0.62% | 20,721 | -442 | -2.1% | -$4.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $194.00万 | 0.63% | 1,947 | 11 | 0.6% | $1.10万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $206.37万 | 0.67% | 85,031 | 24,835 | 41.3% | $60.27万 | 加仓 |
| SDY | SPDR SERIES TRUST | $213.06万 | 0.69% | 14,599 | 388 | 2.7% | $5.66万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $216.37万 | 0.70% | 56,316 | -6,285 | -10.0% | -$24.15万 | 减仓 |
| SUB | ISHARES TR | $238.86万 | 0.77% | 22,428 | 2,119 | 10.4% | $22.57万 | 加仓 |
| IJR | ISHARES TR | $249.78万 | 0.81% | 20,093 | -2,037 | -9.2% | -$25.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $257.27万 | 0.83% | 17,812 | 693 | 4.0% | $10.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $264.50万 | 0.86% | 10,912 | 394 | 3.7% | $9.55万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $287.29万 | 0.93% | 46,898 | -1,160 | -2.4% | -$7.11万 | 减仓 |
| IWM | ISHARES TR | $298.00万 | 0.96% | 12,016 | 49 | 0.4% | $1.22万 | 加仓 |
| FDX | FEDEX CORP | $320.29万 | 1.04% | 8,992 | 110 | 1.2% | $3.92万 | 加仓 |
| GOOGL | ALPHABET INC | $332.53万 | 1.08% | 11,564 | -1,824 | -13.6% | -$52.45万 | 减仓 |
| IUSB | ISHARES TR | $375.71万 | 1.22% | 81,340 | 10,299 | 14.5% | $47.57万 | 加仓 |
| IVE | ISHARES TR | $386.30万 | 1.25% | 18,295 | -489 | -2.6% | -$10.33万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $412.96万 | 1.34% | 54,588 | 54,588 | — | $412.96万 | 新建仓 |
| — | EXXON MOBIL CORP | $432.40万 | 1.40% | 25,486 | -517 | -2.0% | -$8.77万 | 减仓 |
| LLY | ELI LILLY & CO | $442.85万 | 1.43% | 4,815 | 62 | 1.3% | $5.70万 | 加仓 |
| GOOG | ALPHABET INC | $471.70万 | 1.53% | 16,444 | -1,711 | -9.4% | -$49.08万 | 减仓 |
| IGSB | ISHARES TR | $479.15万 | 1.55% | 91,163 | 3,081 | 3.5% | $16.19万 | 加仓 |
| WMT | WALMART INC | $498.98万 | 1.62% | 40,150 | -12,650 | -24.0% | -$157.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $509.16万 | 1.65% | 17,309 | -1,856 | -9.7% | -$54.60万 | 减仓 |
| LQD | ISHARES TR | $516.09万 | 1.67% | 47,352 | -1,214 | -2.5% | -$13.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $528.53万 | 1.71% | 8,127 | 228 | 2.9% | $14.83万 | 加仓 |
| AVGO | BROADCOM INC | $707.01万 | 2.29% | 22,843 | 183 | 0.8% | $5.66万 | 加仓 |
| MUB | ISHARES TR | $774.56万 | 2.51% | 72,968 | -3,457 | -4.5% | -$36.70万 | 减仓 |
| AMZN | AMAZON COM INC | $795.20万 | 2.57% | 38,181 | 598 | 1.6% | $12.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $826.67万 | 2.68% | 22,332 | 489 | 2.2% | $18.10万 | 加仓 |
| AAPL | APPLE INC | $1,015.52万 | 3.29% | 40,014 | 1,460 | 3.8% | $37.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,112.42万 | 3.60% | 63,785 | -1,357 | -2.1% | -$23.67万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,145.61万 | 3.71% | 146,105 | 60,149 | 70.0% | $471.63万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $1,316.76万 | 4.26% | 174,037 | 174,037 | — | $1,316.76万 | 新建仓 |
| IVV | ISHARES TR | $1,761.32万 | 5.70% | 26,964 | -4,988 | -15.6% | -$325.82万 | 减仓 |