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 |
|---|---|---|---|---|---|---|---|---|
| IXN | ISHARES TR | $81.33万 | 0.23% | 5,629 | -2,506 | -30.8% | -$36.21万 | 减仓 |
| UNP | UNION PAC CORP | $78.66万 | 0.23% | 2,892 | 9 | 0.3% | $2,448 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $78.65万 | 0.23% | 14,670 | 682 | 4.9% | $3.66万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $77.11万 | 0.22% | 20,313 | -105 | -0.5% | -$3,986 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $76.35万 | 0.22% | 3,006 | 325 | 12.1% | $8.25万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $75.53万 | 0.22% | 4,206 | -9 | -0.2% | -$1,616 | 减仓 |
| IFRA | ISHARES TR | $73.57万 | 0.21% | 11,670 | 532 | 4.8% | $3.35万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $73.11万 | 0.21% | 6,021 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $72.14万 | 0.21% | 3,793 | 226 | 6.3% | $4.30万 | 加仓 |
| WFC | WELLS FARGO & CO | $71.48万 | 0.21% | 8,650 | 126 | 1.5% | $1.04万 | 加仓 |
| NOW | SERVICENOW INC | $70.74万 | 0.20% | 7,125 | 779 | 12.3% | $7.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $68.58万 | 0.20% | 3,147 | -362 | -10.3% | -$7.89万 | 减仓 |
| GLD | SPDR GOLD TR | $68.19万 | 0.20% | 1,851 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $67.42万 | 0.19% | 13,533 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $67.24万 | 0.19% | 4,804 | 11 | 0.2% | $1,540 | 加仓 |
| SHEL | SHELL PLC | $65.69万 | 0.19% | 8,472 | -798 | -8.6% | -$6.19万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $63.57万 | 0.18% | 4,210 | 4,210 | — | $63.57万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.40万 | 0.18% | 1,267 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $61.90万 | 0.18% | 14,059 | 771 | 5.8% | $3.39万 | 加仓 |
| LIN | LINDE PLC | $61.65万 | 0.18% | 1,188 | 302 | 34.1% | $15.67万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $61.48万 | 0.18% | 2,064 | 2,064 | — | $61.48万 | 新建仓 |
| USHY | ISHARES TR | $59.38万 | 0.17% | 16,039 | 1,872 | 13.2% | $6.93万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $58.25万 | 0.17% | 18,220 | -50 | -0.3% | -$1,599 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $57.12万 | 0.16% | 9,249 | 139 | 1.5% | $8,585 | 加仓 |
| F | FORD MTR CO | $56.93万 | 0.16% | 40,955 | 837 | 2.1% | $1.16万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $56.62万 | 0.16% | 3,130 | -69 | -2.2% | -$1.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $54.15万 | 0.16% | 749 | -264 | -26.1% | -$19.09万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.82万 | 0.15% | 1,295 | 382 | 41.8% | $15.88万 | 加仓 |
| MET | METLIFE INC | $53.63万 | 0.15% | 6,339 | -417 | -6.2% | -$3.53万 | 减仓 |
| CSX | CSX CORP | $53.49万 | 0.15% | 11,253 | -741 | -6.2% | -$3.52万 | 减仓 |
| DE | DEERE & CO | $53.35万 | 0.15% | 841 | 29 | 3.6% | $1.84万 | 加仓 |
| NFLX | NETFLIX INC. | $52.77万 | 0.15% | 7,391 | -548 | -6.9% | -$3.91万 | 减仓 |
| VIS | VANGUARD WORLD FD | $52.36万 | 0.15% | 1,453 | 87 | 6.4% | $3.14万 | 加仓 |
| URI | UNITED RENTALS INC | $51.43万 | 0.15% | 454 | -3 | -0.7% | -$3,399 | 减仓 |
| PEP | PEPSICO INC | $51.25万 | 0.15% | 3,785 | -38 | -1.0% | -$5,145 | 减仓 |
| DVY | ISHARES TR | $51.16万 | 0.15% | 3,273 | -299 | -8.4% | -$4.67万 | 减仓 |
| CVS | CVS HEALTH CORP | $50.76万 | 0.15% | 4,906 | 477 | 10.8% | $4.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.96万 | 0.14% | 678 | 678 | — | $49.96万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $49.40万 | 0.14% | 505 | -22 | -4.2% | -$2.15万 | 减仓 |
| EMXC | ISHARES INC | $48.57万 | 0.14% | 4,748 | 57 | 1.2% | $5,831 | 加仓 |
| GEV | GE VERNOVA INC | $47.23万 | 0.14% | 402 | -15 | -3.6% | -$1.76万 | 减仓 |
| EFG | ISHARES TR | $46.94万 | 0.13% | 3,773 | 102 | 2.8% | $1.27万 | 加仓 |
| EFV | ISHARES TR | $46.69万 | 0.13% | 6,099 | 103 | 1.7% | $7,885 | 加仓 |
| KO | COCA COLA CO | $45.84万 | 0.13% | 5,640 | -88 | -1.5% | -$7,152 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.83万 | 0.13% | 1,355 | -184 | -12.0% | -$6.22万 | 减仓 |
| VDC | VANGUARD WORLD FD | $45.14万 | 0.13% | 2,002 | 142 | 7.6% | $3.20万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $43.99万 | 0.13% | 3,215 | 464 | 16.9% | $6.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $43.82万 | 0.13% | 4,829 | 296 | 6.5% | $2.69万 | 加仓 |
| MS | MORGAN STANLEY | $43.44万 | 0.12% | 2,078 | -60 | -2.8% | -$1.25万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $42.86万 | 0.12% | 10,043 | 2,136 | 27.0% | $9.12万 | 加仓 |
| DIS | DISNEY WALT CO | $42.58万 | 0.12% | 4,424 | -359 | -7.5% | -$3.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $42.15万 | 0.12% | 1,414 | -624 | -30.6% | -$18.60万 | 减仓 |
| DHR | DANAHER CORP DEL | $41.64万 | 0.12% | 2,186 | 274 | 14.3% | $5.22万 | 加仓 |
| AZN | ASTRAZENECA PLC | $41.26万 | 0.12% | 2,176 | -324 | -13.0% | -$6.14万 | 减仓 |
| IEFA | ISHARES TR | $41.01万 | 0.12% | 4,246 | 312 | 7.9% | $3.01万 | 加仓 |
| GE | GE AEROSPACE | $40.70万 | 0.12% | 1,089 | -648 | -37.3% | -$24.22万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $40.54万 | 0.12% | 590 | -10 | -1.7% | -$6,870 | 减仓 |
| — | NVIDIA CORPORATION 看涨期权 | $40.02万 | 0.12% | 2,000 | 0 | 0.0% | — | 重新持有 |
| ASML | ASML HLDG NV | $39.99万 | 0.11% | 201 | -14 | -6.5% | -$2.79万 | 减仓 |
| EQIX | EQUINIX INC | $38.46万 | 0.11% | 369 | 25 | 7.3% | $2.61万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $38.12万 | 0.11% | 748 | -1 | -0.1% | -$510 | 减仓 |
| VHT | VANGUARD WORLD FD | $37.65万 | 0.11% | 1,259 | 24 | 1.9% | $7,176 | 加仓 |
| EFA | ISHARES TR | $37.15万 | 0.11% | 3,576 | -76 | -2.1% | -$7,895 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $37.03万 | 0.11% | 2,752 | 158 | 6.1% | $2.13万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $36.92万 | 0.11% | 5,000 | 5,000 | — | $36.92万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $35.15万 | 0.10% | 885 | -187 | -17.4% | -$7.43万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $35.11万 | 0.10% | 4,865 | 798 | 19.6% | $5.76万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $34.73万 | 0.10% | 2,860 | -898 | -23.9% | -$10.90万 | 减仓 |
| CRM | SALESFORCE INC | $34.64万 | 0.10% | 2,211 | -52 | -2.3% | -$8,146 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $34.63万 | 0.10% | 21,274 | 801 | 3.9% | $1.30万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $34.62万 | 0.10% | 4,720 | -115 | -2.4% | -$8,436 | 减仓 |
| WMB | WILLIAMS COS INC | $34.58万 | 0.10% | 4,651 | 1,334 | 40.2% | $9.92万 | 加仓 |
| BAC | BANK OF AMER CORP | $34.33万 | 0.10% | 6,025 | -47 | -0.8% | -$2,678 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $33.65万 | 0.10% | 1,522 | 1,522 | — | $33.65万 | 新建仓 |
| HON | HONEYWELL INTL INC | $33.23万 | 0.10% | 1,484 | -916 | -38.2% | -$20.51万 | 减仓 |
| — | GABELLI UTIL TR | $32.95万 | 0.09% | 50,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $32.68万 | 0.09% | 1,579 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.75万 | 0.09% | 329 | -201 | -37.9% | -$19.40万 | 减仓 |
| NDAQ | NASDAQ INC | $30.34万 | 0.09% | 3,849 | 104 | 2.8% | $8,197 | 加仓 |
| ANET | ARISTA NETWORKS INC | $30.32万 | 0.09% | 1,785 | -34 | -1.9% | -$5,776 | 减仓 |
| AGG | ISHARES TR | $30.32万 | 0.09% | 3,063 | 374 | 13.9% | $3.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $30.27万 | 0.09% | 2,962 | -408 | -12.1% | -$4.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $30.19万 | 0.09% | 1,123 | -331 | -22.8% | -$8.90万 | 减仓 |
| BX | BLACKSTONE INC | $29.97万 | 0.09% | 2,547 | 389 | 18.0% | $4.58万 | 加仓 |
| CB | CHUBB LIMITED | $29.07万 | 0.08% | 853 | 215 | 33.7% | $7.33万 | 加仓 |
| COMT | ISHARES U S ETF TR | $28.77万 | 0.08% | 9,473 | -19,642 | -67.5% | -$59.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.70万 | 0.08% | 6,779 | -334 | -4.7% | -$1.41万 | 减仓 |
| BA | BOEING CO | $28.31万 | 0.08% | 1,308 | 219 | 20.1% | $4.74万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $28.00万 | 0.08% | 649 | 649 | — | $28.00万 | 新建仓 |
| MDT | MEDTRONIC PLC | $27.53万 | 0.08% | 3,519 | -1,654 | -32.0% | -$12.94万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $27.43万 | 0.08% | 2,171 | -372 | -14.6% | -$4.70万 | 减仓 |
| STPZ | PIMCO ETF TR | $27.17万 | 0.08% | 5,093 | -41 | -0.8% | -$2,187 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $26.58万 | 0.08% | 2,881 | -143 | -4.7% | -$1.32万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.38万 | 0.08% | 682 | -360 | -34.5% | -$13.92万 | 减仓 |
| D | DOMINION ENERGY INC | $26.25万 | 0.08% | 3,844 | -1,900 | -33.1% | -$12.98万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $26.18万 | 0.08% | 1,305 | -112 | -7.9% | -$2.25万 | 减仓 |
| ZTS | ZOETIS INC | $26.16万 | 0.08% | 3,640 | 979 | 36.8% | $7.04万 | 加仓 |
| IWD | ISHARES TR | $25.82万 | 0.07% | 1,065 | -29 | -2.7% | -$7,030 | 减仓 |
| NKE | NIKE INC | $25.69万 | 0.07% | 6,259 | 468 | 8.1% | $1.92万 | 加仓 |
| CI | THE CIGNA GROUP | $25.50万 | 0.07% | 925 | 69 | 8.1% | $1.90万 | 加仓 |