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 |
|---|---|---|---|---|---|---|---|---|
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -11,769 | -100.0% | -$76.33万 | 清仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $0 | 0.00% | 0 | -26,634 | -100.0% | -$61.10万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,917 | -100.0% | -$53.63万 | 清仓 |
| — | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,072 | -100.0% | -$31.73万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -277 | -100.0% | -$29.68万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -8,566 | -100.0% | -$26.52万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,214 | -100.0% | -$24.95万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,214 | -100.0% | -$23.56万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -863 | -100.0% | -$23.15万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,450 | -100.0% | -$22.93万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,511 | -100.0% | -$22.90万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,720 | -100.0% | -$22.83万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -5,028 | -100.0% | -$21.47万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -4,561 | -100.0% | -$21.35万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -2,632 | -100.0% | -$21.14万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -97 | -100.0% | -$20.82万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,811 | -100.0% | -$20.51万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -429 | -100.0% | -$20.30万 | 清仓 |
| — | PUTNAM ETF TRUST | $9.41万 | 0.03% | 11,310 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.36万 | 0.07% | 590 | -114 | -16.2% | -$3.93万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.76万 | 0.07% | 530 | 530 | — | $20.76万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $20.79万 | 0.07% | 638 | 638 | — | $20.79万 | 新建仓 |
| PFE | PFIZER INC | $20.80万 | 0.07% | 7,407 | -2,023 | -21.5% | -$5.68万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.83万 | 0.07% | 3,435 | -809 | -19.1% | -$4.91万 | 减仓 |
| T | AT&T INC | $20.87万 | 0.07% | 7,198 | 7,198 | — | $20.87万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $21.09万 | 0.07% | 435 | 14 | 3.3% | $6,789 | 加仓 |
| TTE | TOTALENERGIES SE | $21.24万 | 0.07% | 2,335 | 2,335 | — | $21.24万 | 新建仓 |
| BP | BP PLC | $21.62万 | 0.07% | 4,601 | -1,454 | -24.0% | -$6.83万 | 减仓 |
| BA | BOEING CO | $21.67万 | 0.07% | 1,089 | -117 | -9.7% | -$2.33万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $21.94万 | 0.07% | 3,732 | -752 | -16.8% | -$4.42万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $22.04万 | 0.07% | 1,363 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $22.33万 | 0.07% | 1,819 | 67 | 3.8% | $8,226 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $22.45万 | 0.07% | 773 | -29 | -3.6% | -$8,424 | 重新持有 |
| CI | THE CIGNA GROUP | $22.83万 | 0.07% | 856 | 83 | 10.7% | $2.21万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.14万 | 0.07% | 393 | 9 | 2.3% | $5,298 | 加仓 |
| IWD | ISHARES TR | $23.38万 | 0.08% | 1,094 | -111 | -9.2% | -$2.37万 | 减仓 |
| SLV | ISHARES SILVER TR | $23.85万 | 0.08% | 3,500 | -2,250 | -39.1% | -$15.33万 | 减仓 |
| WMB | WILLIAMS COS INC | $24.14万 | 0.08% | 3,317 | -570 | -14.7% | -$4.15万 | 减仓 |
| HDV | ISHARES TR | $24.42万 | 0.08% | 1,799 | -77 | -4.1% | -$1.05万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.70万 | 0.08% | 913 | 102 | 12.6% | $2.76万 | 加仓 |
| BX | BLACKSTONE INC | $24.81万 | 0.08% | 2,158 | -286 | -11.7% | -$3.29万 | 减仓 |
| RY | ROYAL BK CDA | $25.55万 | 0.08% | 1,579 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $25.85万 | 0.08% | 1,417 | -127 | -8.2% | -$2.32万 | 减仓 |
| PGR | PROGRESSIVE CORP | $26.64万 | 0.09% | 1,344 | -55 | -3.9% | -$1.09万 | 减仓 |
| AGG | ISHARES TR | $26.69万 | 0.09% | 2,689 | 13 | 0.5% | $1,291 | 加仓 |
| CMCSA | COMCAST CORP NEW | $26.72万 | 0.09% | 9,307 | 810 | 9.5% | $2.33万 | 加仓 |
| COR | CENCORA INC | $27.08万 | 0.09% | 862 | -43 | -4.8% | -$1.35万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $27.23万 | 0.09% | 4,835 | 185 | 4.0% | $1.04万 | 加仓 |
| STPZ | PIMCO ETF TR | $27.78万 | 0.09% | 5,134 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $28.32万 | 0.09% | 1,959 | -539 | -21.6% | -$7.79万 | 重新持有 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $28.37万 | 0.09% | 2,594 | 681 | 35.6% | $7.45万 | 加仓 |
| ASML | ASML HLDG NV | $28.40万 | 0.09% | 215 | -76 | -26.1% | -$10.04万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $28.42万 | 0.09% | 3,024 | 596 | 24.5% | $5.60万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $28.91万 | 0.09% | 1,675 | 166 | 11.0% | $2.86万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $29.25万 | 0.09% | 4,067 | 593 | 17.1% | $4.27万 | 加仓 |
| IXC | ISHARES TR | $29.46万 | 0.10% | 5,113 | -209 | -3.9% | -$1.20万 | 减仓 |
| BAC | BANK AMERICA CORP | $29.60万 | 0.10% | 6,072 | -1,483 | -19.6% | -$7.23万 | 减仓 |
| SBUX | STARBUCKS CORP | $30.19万 | 0.10% | 3,370 | 149 | 4.6% | $1.33万 | 加仓 |
| — | GABELLI UTIL TR | $30.25万 | 0.10% | 50,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.50万 | 0.10% | 1,042 | -10 | -1.0% | -$2,928 | 减仓 |
| NKE | NIKE INC | $30.59万 | 0.10% | 5,791 | 252 | 4.5% | $1.33万 | 加仓 |
| ZTS | ZOETIS INC | $31.46万 | 0.10% | 2,661 | 471 | 21.5% | $5.57万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $31.71万 | 0.10% | 20,473 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $31.79万 | 0.10% | 3,745 | 652 | 21.1% | $5.53万 | 加仓 |
| CVS | CVS HEALTH CORP | $31.81万 | 0.10% | 4,429 | -369 | -7.7% | -$2.65万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $32.83万 | 0.11% | 1,157 | -40 | -3.3% | -$1.14万 | 减仓 |
| URI | UNITED RENTALS INC | $33.30万 | 0.11% | 457 | 5 | 1.1% | $3,643 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $33.51万 | 0.11% | 1,454 | -327 | -18.4% | -$7.54万 | 减仓 |
| VHT | VANGUARD WORLD FD | $33.63万 | 0.11% | 1,235 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $33.72万 | 0.11% | 344 | -43 | -11.1% | -$4.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $34.62万 | 0.11% | 1,013 | -108 | -9.6% | -$3.69万 | 减仓 |
| KKR | KKR & CO INC | $35.06万 | 0.11% | 3,790 | -678 | -15.2% | -$6.27万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $35.07万 | 0.11% | 3,758 | -177 | -4.5% | -$1.65万 | 减仓 |
| MS | MORGAN STANLEY | $35.19万 | 0.11% | 2,138 | -290 | -11.9% | -$4.77万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $35.44万 | 0.11% | 2,543 | 144 | 6.0% | $2.01万 | 加仓 |
| EFA | ISHARES TR | $35.47万 | 0.11% | 3,652 | -336 | -8.4% | -$3.26万 | 减仓 |
| D | DOMINION ENERGY INC | $35.51万 | 0.11% | 5,744 | 930 | 19.3% | $5.75万 | 加仓 |
| IEFA | ISHARES TR | $35.61万 | 0.12% | 3,934 | 757 | 23.8% | $6.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.71万 | 0.12% | 7,113 | 676 | 10.5% | $3.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $35.85万 | 0.12% | 600 | -115 | -16.1% | -$6.87万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.07万 | 0.12% | 2,751 | -462 | -14.4% | -$6.06万 | 减仓 |
| DHR | DANAHER CORP DEL | $36.25万 | 0.12% | 1,912 | 22 | 1.2% | $4,171 | 加仓 |
| GEV | GE VERNOVA INC | $36.40万 | 0.12% | 417 | 12 | 3.0% | $1.05万 | 加仓 |
| EMXC | ISHARES INC | $36.90万 | 0.12% | 4,691 | -2,269 | -32.6% | -$17.85万 | 减仓 |
| TXN | TEXAS INSTRS INC | $39.57万 | 0.13% | 2,038 | 465 | 29.6% | $9.03万 | 加仓 |
| EFG | ISHARES TR | $40.88万 | 0.13% | 3,671 | -274 | -6.9% | -$3.05万 | 减仓 |
| VDC | VANGUARD WORLD FD | $41.77万 | 0.14% | 1,860 | 432 | 30.3% | $9.70万 | 加仓 |
| CRM | SALESFORCE INC | $42.24万 | 0.14% | 2,263 | 513 | 29.3% | $9.58万 | 加仓 |
| VIS | VANGUARD WORLD FD | $42.65万 | 0.14% | 1,366 | 222 | 19.4% | $6.93万 | 加仓 |
| KO | COCA COLA CO | $43.56万 | 0.14% | 5,728 | -383 | -6.3% | -$2.91万 | 减仓 |
| LIN | LINDE PLC | $43.92万 | 0.14% | 886 | 63 | 7.7% | $3.12万 | 加仓 |
| EFV | ISHARES TR | $44.58万 | 0.14% | 5,996 | -299 | -4.7% | -$2.22万 | 减仓 |
| MDT | MEDTRONIC PLC | $44.82万 | 0.15% | 5,173 | 355 | 7.4% | $3.08万 | 加仓 |
| DE | DEERE & CO | $45.74万 | 0.15% | 812 | -11 | -1.3% | -$6,196 | 减仓 |
| DIS | DISNEY WALT CO | $46.10万 | 0.15% | 4,783 | 260 | 5.7% | $2.51万 | 加仓 |
| F | FORD MTR CO | $46.30万 | 0.15% | 40,118 | 54 | 0.1% | $623 | 加仓 |
| ABT | ABBOTT LABORATORIES | $46.54万 | 0.15% | 4,533 | -275 | -5.7% | -$2.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.55万 | 0.15% | 1,539 | -280 | -15.4% | -$8.47万 | 减仓 |