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 |
|---|---|---|---|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | $25.25万 | 0.07% | 1,363 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $25.06万 | 0.07% | 9,142 | 147 | 1.6% | $4,029 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $24.91万 | 0.07% | 432 | 39 | 9.9% | $2.25万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.55万 | 0.07% | 2,554 | 2,554 | — | $24.55万 | 新建仓 |
| IVW | ISHARES TR | $24.37万 | 0.07% | 1,772 | 1,772 | — | $24.37万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $24.36万 | 0.07% | 1,115 | -229 | -17.0% | -$5.00万 | 减仓 |
| INTC | INTEL CORP | $23.89万 | 0.07% | 1,711 | 1,711 | — | $23.89万 | 新建仓 |
| EOG | EOG RES INC | $23.78万 | 0.07% | 1,833 | -126 | -6.4% | -$1.63万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $23.77万 | 0.07% | 2,645 | 2,645 | — | $23.77万 | 新建仓 |
| GLW | CORNING INC | $23.50万 | 0.07% | 920 | 920 | — | $23.50万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.50万 | 0.07% | 740 | 740 | — | $23.50万 | 新建仓 |
| COR | CENCORA INC | $23.32万 | 0.07% | 824 | -38 | -4.4% | -$1.08万 | 减仓 |
| KKR | KKR & CO INC | $23.03万 | 0.07% | 2,509 | -1,281 | -33.8% | -$11.76万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $22.46万 | 0.06% | 3,303 | 3,303 | — | $22.46万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $22.37万 | 0.06% | 3,557 | -175 | -4.7% | -$1.10万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $21.32万 | 0.06% | 892 | -265 | -22.9% | -$6.33万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.27万 | 0.06% | 408 | 408 | — | $20.27万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.15万 | 0.06% | 717 | 717 | — | $20.15万 | 新建仓 |
| — | PUTNAM ETF TRUST | $9.59万 | 0.03% | 11,310 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -25,486 | -100.0% | -$432.40万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -5,113 | -100.0% | -$29.46万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,675 | -100.0% | -$28.91万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,307 | -100.0% | -$26.72万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.85万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -773 | -100.0% | -$22.45万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,601 | -100.0% | -$21.62万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,335 | -100.0% | -$21.24万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -435 | -100.0% | -$21.09万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,198 | -100.0% | -$20.87万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,435 | -100.0% | -$20.83万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,407 | -100.0% | -$20.80万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -590 | -100.0% | -$20.36万 | 清仓 |