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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $216.93万 | 0.62% | 40,846 | -6,052 | -12.9% | -$32.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $224.76万 | 0.65% | 18,805 | -1,483 | -7.3% | -$17.72万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $245.40万 | 0.71% | 55,170 | -1,146 | -2.0% | -$5.10万 | 减仓 |
| SUB | ISHARES TR | $255.06万 | 0.73% | 23,956 | 1,528 | 6.8% | $16.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $270.36万 | 0.78% | 18,437 | 625 | 3.5% | $9.17万 | 加仓 |
| FDX | FEDEX CORP | $287.28万 | 0.83% | 9,175 | 183 | 2.0% | $5.73万 | 加仓 |
| IJR | ISHARES TR | $300.73万 | 0.86% | 20,277 | 184 | 0.9% | $2.73万 | 加仓 |
| KLAC | KLA CORP | $310.58万 | 0.89% | 10,294 | -216 | -2.1% | -$6.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $315.46万 | 0.91% | 11,218 | 306 | 2.8% | $8.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $318.80万 | 0.92% | 5,488 | -1,013 | -15.6% | -$58.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $366.72万 | 1.05% | 3,177 | -365 | -10.3% | -$42.13万 | 减仓 |
| IWM | ISHARES TR | $375.02万 | 1.08% | 12,482 | 466 | 3.9% | $14.00万 | 加仓 |
| IUSB | ISHARES TR | $385.32万 | 1.11% | 83,493 | 2,153 | 2.6% | $9.94万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $409.87万 | 1.18% | 54,158 | -430 | -0.8% | -$3.25万 | 减仓 |
| IVE | ISHARES TR | $417.97万 | 1.20% | 18,408 | 113 | 0.6% | $2.57万 | 加仓 |
| GOOGL | ALPHABET INC | $418.83万 | 1.20% | 11,720 | 156 | 1.3% | $5.57万 | 加仓 |
| WMT | WALMART INC | $451.19万 | 1.30% | 39,837 | -313 | -0.8% | -$3.55万 | 减仓 |
| IGSB | ISHARES TR | $510.50万 | 1.47% | 97,405 | 6,242 | 6.8% | $32.71万 | 加仓 |
| LQD | ISHARES TR | $530.83万 | 1.53% | 48,669 | 1,317 | 2.8% | $14.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $561.73万 | 1.62% | 17,161 | -148 | -0.9% | -$4.84万 | 减仓 |
| GOOG | ALPHABET INC | $565.03万 | 1.62% | 15,992 | -452 | -2.7% | -$15.97万 | 减仓 |
| LLY | ELI LILLY & CO | $571.55万 | 1.64% | 4,765 | -50 | -1.0% | -$6.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $594.13万 | 1.71% | 7,956 | -171 | -2.1% | -$12.77万 | 减仓 |
| MUB | ISHARES TR | $820.87万 | 2.36% | 76,275 | 3,307 | 4.5% | $35.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $825.77万 | 2.37% | 22,137 | -195 | -0.9% | -$7.27万 | 减仓 |
| AVGO | BROADCOM INC | $833.51万 | 2.40% | 22,065 | -778 | -3.4% | -$29.39万 | 减仓 |
| AMZN | AMAZON COM INC | $932.93万 | 2.68% | 39,143 | 962 | 2.5% | $22.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,152.68万 | 3.31% | 147,950 | 1,845 | 1.3% | $14.37万 | 加仓 |
| AAPL | APPLE INC | $1,164.43万 | 3.35% | 40,242 | 228 | 0.6% | $6.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,262.95万 | 3.63% | 63,119 | -666 | -1.0% | -$13.33万 | 减仓 |
| IVV | ISHARES TR | $2,031.81万 | 5.84% | 27,131 | 167 | 0.6% | $12.51万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $2,037.21万 | 5.86% | 269,259 | 95,222 | 54.7% | $720.45万 | 加仓 |