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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $76.33万 | 0.25% | 7,939 | 1,058 | 15.4% | $10.17万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $75.96万 | 0.25% | 4,215 | -79 | -1.8% | -$1.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $75.35万 | 0.24% | 4,700 | 219 | 4.9% | $3.51万 | 加仓 |
| APH | AMPHENOL CORP | $70.73万 | 0.23% | 5,598 | -1,317 | -19.0% | -$16.64万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $70.26万 | 0.23% | 20,418 | 10 | 0.0% | $344 | 加仓 |
| UNP | UNION PAC CORP | $69.95万 | 0.23% | 2,883 | 70 | 2.5% | $1.70万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $69.06万 | 0.22% | 13,988 | -194 | -1.4% | -$9,578 | 减仓 |
| VTV | VANGUARD INDEX FDS | $68.85万 | 0.22% | 3,509 | -50 | -1.4% | -$9,810 | 减仓 |
| WFC | WELLS FARGO & CO | $67.86万 | 0.22% | 8,524 | 812 | 10.5% | $6.46万 | 加仓 |
| NOW | SERVICENOW INC | $66.35万 | 0.21% | 6,346 | 4,296 | 209.6% | $44.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $65.54万 | 0.21% | 2,681 | -59 | -2.2% | -$1.44万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $64.11万 | 0.21% | 2,370 | -693 | -22.6% | -$18.74万 | 减仓 |
| IFRA | ISHARES TR | $63.71万 | 0.21% | 11,138 | 1,254 | 12.7% | $7.17万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $62.88万 | 0.20% | 19,682 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $62.21万 | 0.20% | 13,533 | -1,784 | -11.6% | -$8.20万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $61.26万 | 0.20% | 18,270 | -750 | -3.9% | -$2.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.71万 | 0.20% | 1,267 | -30 | -2.3% | -$1.44万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $60.31万 | 0.20% | 6,021 | -304 | -4.8% | -$3.05万 | 减仓 |
| IBB | ISHARES TR | $60.23万 | 0.19% | 3,567 | 226 | 6.8% | $3.82万 | 加仓 |
| PEP | PEPSICO INC | $59.37万 | 0.19% | 3,823 | -47 | -1.2% | -$7,299 | 减仓 |
| C | CITIGROUP INC | $54.36万 | 0.18% | 4,793 | -799 | -14.3% | -$9.06万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $54.26万 | 0.18% | 13,288 | 4,155 | 45.5% | $16.97万 | 加仓 |
| — | HONEYWELL INTL INC | $54.25万 | 0.18% | 2,400 | -158 | -6.2% | -$3.57万 | 减仓 |
| DVY | ISHARES TR | $54.08万 | 0.18% | 3,572 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $53.27万 | 0.17% | 9,110 | 990 | 12.2% | $5.79万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $52.89万 | 0.17% | 3,199 | -534 | -14.3% | -$8.83万 | 减仓 |
| USHY | ISHARES TR | $52.19万 | 0.17% | 14,167 | 36 | 0.3% | $1,326 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.13万 | 0.17% | 749 | -139 | -15.7% | -$9.49万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.62万 | 0.16% | 7,907 | -530 | -6.3% | -$3.33万 | 减仓 |
| AZN | ASTRAZENECA PLC | $49.30万 | 0.16% | 2,500 | 2,500 | — | $49.30万 | 新建仓 |
| GE | GE AEROSPACE | $49.29万 | 0.16% | 1,737 | -148 | -7.9% | -$4.20万 | 减仓 |
| CSX | CSX CORP | $49.24万 | 0.16% | 11,994 | 131 | 1.1% | $5,378 | 加仓 |
| LRCX | LAM RESEARCH CORP | $49.01万 | 0.16% | 2,294 | -576 | -20.1% | -$12.31万 | 减仓 |
| MET | METLIFE INC | $47.78万 | 0.15% | 6,756 | -211 | -3.0% | -$1.49万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $47.18万 | 0.15% | 527 | -52 | -9.0% | -$4.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.55万 | 0.15% | 1,539 | -280 | -15.4% | -$8.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.54万 | 0.15% | 4,533 | -275 | -5.7% | -$2.82万 | 减仓 |
| F | FORD MTR CO | $46.30万 | 0.15% | 40,118 | 54 | 0.1% | $623 | 加仓 |
| DIS | DISNEY WALT CO | $46.10万 | 0.15% | 4,783 | 260 | 5.7% | $2.51万 | 加仓 |
| DE | DEERE & CO | $45.74万 | 0.15% | 812 | -11 | -1.3% | -$6,196 | 减仓 |
| MDT | MEDTRONIC PLC | $44.82万 | 0.15% | 5,173 | 355 | 7.4% | $3.08万 | 加仓 |
| EFV | ISHARES TR | $44.58万 | 0.14% | 5,996 | -299 | -4.7% | -$2.22万 | 减仓 |
| LIN | LINDE PLC | $43.92万 | 0.14% | 886 | 63 | 7.7% | $3.12万 | 加仓 |
| KO | COCA COLA CO | $43.56万 | 0.14% | 5,728 | -383 | -6.3% | -$2.91万 | 减仓 |
| VIS | VANGUARD WORLD FD | $42.65万 | 0.14% | 1,366 | 222 | 19.4% | $6.93万 | 加仓 |
| CRM | SALESFORCE INC | $42.24万 | 0.14% | 2,263 | 513 | 29.3% | $9.58万 | 加仓 |
| VDC | VANGUARD WORLD FD | $41.77万 | 0.14% | 1,860 | 432 | 30.3% | $9.70万 | 加仓 |
| EFG | ISHARES TR | $40.88万 | 0.13% | 3,671 | -274 | -6.9% | -$3.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $39.57万 | 0.13% | 2,038 | 465 | 29.6% | $9.03万 | 加仓 |
| EMXC | ISHARES INC | $36.90万 | 0.12% | 4,691 | -2,269 | -32.6% | -$17.85万 | 减仓 |
| GEV | GE VERNOVA INC | $36.40万 | 0.12% | 417 | 12 | 3.0% | $1.05万 | 加仓 |
| DHR | DANAHER CORP DEL | $36.25万 | 0.12% | 1,912 | 22 | 1.2% | $4,171 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.07万 | 0.12% | 2,751 | -462 | -14.4% | -$6.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $35.85万 | 0.12% | 600 | -115 | -16.1% | -$6.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.71万 | 0.12% | 7,113 | 676 | 10.5% | $3.39万 | 加仓 |
| IEFA | ISHARES TR | $35.61万 | 0.12% | 3,934 | 757 | 23.8% | $6.85万 | 加仓 |
| D | DOMINION ENERGY INC | $35.51万 | 0.11% | 5,744 | 930 | 19.3% | $5.75万 | 加仓 |
| EFA | ISHARES TR | $35.47万 | 0.11% | 3,652 | -336 | -8.4% | -$3.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $35.44万 | 0.11% | 2,543 | 144 | 6.0% | $2.01万 | 加仓 |
| MS | MORGAN STANLEY | $35.19万 | 0.11% | 2,138 | -290 | -11.9% | -$4.77万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $35.07万 | 0.11% | 3,758 | -177 | -4.5% | -$1.65万 | 减仓 |
| KKR | KKR & CO INC | $35.06万 | 0.11% | 3,790 | -678 | -15.2% | -$6.27万 | 减仓 |
| AMAT | APPLIED MATLS INC | $34.62万 | 0.11% | 1,013 | -108 | -9.6% | -$3.69万 | 减仓 |
| EQIX | EQUINIX INC | $33.72万 | 0.11% | 344 | -43 | -11.1% | -$4.22万 | 减仓 |
| VHT | VANGUARD WORLD FD | $33.63万 | 0.11% | 1,235 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $33.51万 | 0.11% | 1,454 | -327 | -18.4% | -$7.54万 | 减仓 |
| URI | UNITED RENTALS INC | $33.30万 | 0.11% | 457 | 5 | 1.1% | $3,643 | 加仓 |
| LNG | CHENIERE ENERGY INC | $32.83万 | 0.11% | 1,157 | -40 | -3.3% | -$1.14万 | 减仓 |
| CVS | CVS HEALTH CORP | $31.81万 | 0.10% | 4,429 | -369 | -7.7% | -$2.65万 | 减仓 |
| NDAQ | NASDAQ INC | $31.79万 | 0.10% | 3,745 | 652 | 21.1% | $5.53万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $31.71万 | 0.10% | 20,473 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $31.46万 | 0.10% | 2,661 | 471 | 21.5% | $5.57万 | 加仓 |
| NKE | NIKE INC | $30.59万 | 0.10% | 5,791 | 252 | 4.5% | $1.33万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.50万 | 0.10% | 1,042 | -10 | -1.0% | -$2,928 | 减仓 |
| — | GABELLI UTIL TR | $30.25万 | 0.10% | 50,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $30.19万 | 0.10% | 3,370 | 149 | 4.6% | $1.33万 | 加仓 |
| BAC | BANK AMERICA CORP | $29.60万 | 0.10% | 6,072 | -1,483 | -19.6% | -$7.23万 | 减仓 |
| IXC | ISHARES TR | $29.46万 | 0.10% | 5,113 | -209 | -3.9% | -$1.20万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $29.25万 | 0.09% | 4,067 | 593 | 17.1% | $4.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $28.91万 | 0.09% | 1,675 | 166 | 11.0% | $2.86万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $28.42万 | 0.09% | 3,024 | 596 | 24.5% | $5.60万 | 加仓 |
| ASML | ASML HLDG NV | $28.40万 | 0.09% | 215 | -76 | -26.1% | -$10.04万 | 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 |
| EOG | EOG RES INC | $28.32万 | 0.09% | 1,959 | -539 | -21.6% | -$7.79万 | 重新持有 |
| STPZ | PIMCO ETF TR | $27.78万 | 0.09% | 5,134 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $27.23万 | 0.09% | 4,835 | 185 | 4.0% | $1.04万 | 加仓 |
| COR | CENCORA INC | $27.08万 | 0.09% | 862 | -43 | -4.8% | -$1.35万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $26.72万 | 0.09% | 9,307 | 810 | 9.5% | $2.33万 | 加仓 |
| AGG | ISHARES TR | $26.69万 | 0.09% | 2,689 | 13 | 0.5% | $1,291 | 加仓 |
| PGR | PROGRESSIVE CORP | $26.64万 | 0.09% | 1,344 | -55 | -3.9% | -$1.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $25.85万 | 0.08% | 1,417 | -127 | -8.2% | -$2.32万 | 减仓 |
| RY | ROYAL BK CDA | $25.55万 | 0.08% | 1,579 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $24.81万 | 0.08% | 2,158 | -286 | -11.7% | -$3.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.70万 | 0.08% | 913 | 102 | 12.6% | $2.76万 | 加仓 |
| HDV | ISHARES TR | $24.42万 | 0.08% | 1,799 | -77 | -4.1% | -$1.05万 | 减仓 |
| WMB | WILLIAMS COS INC | $24.14万 | 0.08% | 3,317 | -570 | -14.7% | -$4.15万 | 减仓 |
| SLV | ISHARES SILVER TR | $23.85万 | 0.08% | 3,500 | -2,250 | -39.1% | -$15.33万 | 减仓 |
| IWD | ISHARES TR | $23.38万 | 0.08% | 1,094 | -111 | -9.2% | -$2.37万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.14万 | 0.07% | 393 | 9 | 2.3% | $5,298 | 加仓 |
| CI | THE CIGNA GROUP | $22.83万 | 0.07% | 856 | 83 | 10.7% | $2.21万 | 加仓 |