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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $22.45万 | 0.07% | 773 | -29 | -3.6% | -$8,424 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $22.33万 | 0.07% | 1,819 | 67 | 3.8% | $8,226 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $22.04万 | 0.07% | 1,363 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $21.94万 | 0.07% | 3,732 | -752 | -16.8% | -$4.42万 | 减仓 |
| BA | BOEING CO | $21.67万 | 0.07% | 1,089 | -117 | -9.7% | -$2.33万 | 减仓 |
| BP | BP PLC | $21.62万 | 0.07% | 4,601 | -1,454 | -24.0% | -$6.83万 | 减仓 |
| TTE | TOTALENERGIES SE | $21.24万 | 0.07% | 2,335 | 2,335 | — | $21.24万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $21.09万 | 0.07% | 435 | 14 | 3.3% | $6,789 | 加仓 |
| T | AT&T INC | $20.87万 | 0.07% | 7,198 | 7,198 | — | $20.87万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.83万 | 0.07% | 3,435 | -809 | -19.1% | -$4.91万 | 减仓 |
| PFE | PFIZER INC | $20.80万 | 0.07% | 7,407 | -2,023 | -21.5% | -$5.68万 | 减仓 |
| CB | CHUBB LTD SWITZ | $20.79万 | 0.07% | 638 | 638 | — | $20.79万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.76万 | 0.07% | 530 | 530 | — | $20.76万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.36万 | 0.07% | 590 | -114 | -16.2% | -$3.93万 | 减仓 |
| — | PUTNAM ETF TRUST | $9.41万 | 0.03% | 11,310 | 0 | 0.0% | — | 不变 |
| 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 |