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 |
|---|---|---|---|---|---|---|---|---|
| VGUS | VANGUARD INSTL INDEX FD | $2,037.21万 | 5.86% | 269,259 | 95,222 | 54.7% | $720.45万 | 加仓 |
| IVV | ISHARES TR | $2,031.81万 | 5.84% | 27,131 | 167 | 0.6% | $12.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,262.95万 | 3.63% | 63,119 | -666 | -1.0% | -$13.33万 | 减仓 |
| AAPL | APPLE INC | $1,164.43万 | 3.35% | 40,242 | 228 | 0.6% | $6.60万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,152.68万 | 3.31% | 147,950 | 1,845 | 1.3% | $14.37万 | 加仓 |
| AMZN | AMAZON COM INC | $932.93万 | 2.68% | 39,143 | 962 | 2.5% | $22.93万 | 加仓 |
| AVGO | BROADCOM INC | $833.51万 | 2.40% | 22,065 | -778 | -3.4% | -$29.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $825.77万 | 2.37% | 22,137 | -195 | -0.9% | -$7.27万 | 减仓 |
| MUB | ISHARES TR | $820.87万 | 2.36% | 76,275 | 3,307 | 4.5% | $35.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $594.13万 | 1.71% | 7,956 | -171 | -2.1% | -$12.77万 | 减仓 |
| LLY | ELI LILLY & CO | $571.55万 | 1.64% | 4,765 | -50 | -1.0% | -$6.00万 | 减仓 |
| GOOG | ALPHABET INC | $565.03万 | 1.62% | 15,992 | -452 | -2.7% | -$15.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $561.73万 | 1.62% | 17,161 | -148 | -0.9% | -$4.84万 | 减仓 |
| LQD | ISHARES TR | $530.83万 | 1.53% | 48,669 | 1,317 | 2.8% | $14.36万 | 加仓 |
| IGSB | ISHARES TR | $510.50万 | 1.47% | 97,405 | 6,242 | 6.8% | $32.71万 | 加仓 |
| WMT | WALMART INC | $451.19万 | 1.30% | 39,837 | -313 | -0.8% | -$3.55万 | 减仓 |
| GOOGL | ALPHABET INC | $418.83万 | 1.20% | 11,720 | 156 | 1.3% | $5.57万 | 加仓 |
| IVE | ISHARES TR | $417.97万 | 1.20% | 18,408 | 113 | 0.6% | $2.57万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $409.87万 | 1.18% | 54,158 | -430 | -0.8% | -$3.25万 | 减仓 |
| IUSB | ISHARES TR | $385.32万 | 1.11% | 83,493 | 2,153 | 2.6% | $9.94万 | 加仓 |
| IWM | ISHARES TR | $375.02万 | 1.08% | 12,482 | 466 | 3.9% | $14.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $366.72万 | 1.05% | 3,177 | -365 | -10.3% | -$42.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $318.80万 | 0.92% | 5,488 | -1,013 | -15.6% | -$58.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $315.46万 | 0.91% | 11,218 | 306 | 2.8% | $8.61万 | 加仓 |
| KLAC | KLA CORP | $310.58万 | 0.89% | 10,294 | -216 | -2.1% | -$6.52万 | 减仓 |
| IJR | ISHARES TR | $300.73万 | 0.86% | 20,277 | 184 | 0.9% | $2.73万 | 加仓 |
| FDX | FEDEX CORP | $287.28万 | 0.83% | 9,175 | 183 | 2.0% | $5.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $270.36万 | 0.78% | 18,437 | 625 | 3.5% | $9.17万 | 加仓 |
| SUB | ISHARES TR | $255.06万 | 0.73% | 23,956 | 1,528 | 6.8% | $16.27万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $245.40万 | 0.71% | 55,170 | -1,146 | -2.0% | -$5.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $224.76万 | 0.65% | 18,805 | -1,483 | -7.3% | -$17.72万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $216.93万 | 0.62% | 40,846 | -6,052 | -12.9% | -$32.14万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $215.25万 | 0.62% | 89,166 | 4,135 | 4.9% | $9.98万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $213.86万 | 0.61% | 43,396 | -144 | -0.3% | -$7,096 | 减仓 |
| V | VISA INC | $205.09万 | 0.59% | 5,978 | 244 | 4.3% | $8.37万 | 加仓 |
| CAT | CATERPILLAR INC | $203.61万 | 0.59% | 1,912 | -56 | -2.8% | -$5.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $199.42万 | 0.57% | 1,972 | -77 | -3.8% | -$7.79万 | 减仓 |
| ABBV | ABBVIE INC | $196.48万 | 0.56% | 7,808 | 201 | 2.6% | $5.06万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $192.89万 | 0.55% | 58,773 | 75 | 0.1% | $2,462 | 加仓 |
| RECS | COLUMBIA ETF TR I | $191.85万 | 0.55% | 44,327 | 3,167 | 7.7% | $13.71万 | 加仓 |
| HD | HOME DEPOT INC | $191.32万 | 0.55% | 5,425 | 414 | 8.3% | $14.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $187.75万 | 0.54% | 2,007 | 60 | 3.1% | $5.61万 | 加仓 |
| SDY | SPDR SERIES TRUST | $187.71万 | 0.54% | 12,335 | -2,264 | -15.5% | -$34.45万 | 减仓 |
| VB | VANGUARD INDEX FDS | $187.44万 | 0.54% | 6,184 | 336 | 5.7% | $10.18万 | 加仓 |
| SMH | VANECK ETF TRUST | $185.56万 | 0.53% | 2,829 | -614 | -17.8% | -$40.27万 | 减仓 |
| AMGN | AMGEN INC | $182.33万 | 0.52% | 5,035 | -11 | -0.2% | -$3,983 | 减仓 |
| META | META PLATFORMS INC | $180.77万 | 0.52% | 3,209 | 30 | 0.9% | $1.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $180.62万 | 0.52% | 20,579 | -142 | -0.7% | -$1.25万 | 减仓 |
| CSCO | CISCO SYS INC | $178.57万 | 0.51% | 15,203 | -2,160 | -12.4% | -$25.37万 | 减仓 |
| QCOM | QUALCOMM INC | $177.69万 | 0.51% | 9,616 | -146 | -1.5% | -$2.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $177.66万 | 0.51% | 2,328 | 38 | 1.7% | $2.90万 | 加仓 |
| LOW | LOWES COS INC | $176.86万 | 0.51% | 8,021 | 74 | 0.9% | $1.63万 | 加仓 |
| TSLA | TESLA INC | $176.27万 | 0.51% | 4,191 | -70 | -1.6% | -$2.94万 | 减仓 |
| SOXX | ISHARES TR | $170.38万 | 0.49% | 2,659 | -165 | -5.8% | -$10.57万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.61万 | 0.48% | 3,323 | 91 | 2.8% | $4.56万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $165.93万 | 0.48% | 44,294 | -401 | -0.9% | -$1.50万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $160.11万 | 0.46% | 46,249 | 4,247 | 10.1% | $14.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $157.77万 | 0.45% | 4,454 | -213 | -4.6% | -$7.54万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $157.16万 | 0.45% | 33,297 | 70 | 0.2% | $3,304 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $156.80万 | 0.45% | 4,598 | -102 | -2.2% | -$3.48万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $154.90万 | 0.45% | 26,264 | 1,142 | 4.5% | $6.74万 | 加仓 |
| EEM | ISHARES TR | $154.50万 | 0.44% | 22,584 | -4,332 | -16.1% | -$29.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $148.19万 | 0.43% | 3,103 | -89 | -2.8% | -$4.25万 | 减仓 |
| PLD | PROLOGIS INC. | $147.49万 | 0.42% | 10,888 | -150 | -1.4% | -$2.03万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $146.83万 | 0.42% | 32,549 | -3,415 | -9.5% | -$15.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $144.35万 | 0.42% | 2,833 | 23 | 0.8% | $1.17万 | 加仓 |
| ORCL | ORACLE CORP | $140.85万 | 0.41% | 9,611 | -199 | -2.0% | -$2.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $137.48万 | 0.40% | 8,294 | 207 | 2.6% | $3.43万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $131.59万 | 0.38% | 11,220 | 383 | 3.5% | $4.49万 | 加仓 |
| QUAL | ISHARES TR | $130.45万 | 0.38% | 5,945 | 174 | 3.0% | $3.82万 | 加仓 |
| ETN | EATON CORP PLC | $130.26万 | 0.37% | 3,057 | -80 | -2.6% | -$3.41万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $130.13万 | 0.37% | 15,745 | 782 | 5.2% | $6.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $128.49万 | 0.37% | 6,744 | -60 | -0.9% | -$1.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $125.25万 | 0.36% | 2,550 | -70 | -2.7% | -$3.44万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $124.24万 | 0.36% | 5,046 | -77 | -1.5% | -$1.90万 | 减仓 |
| MCD | MCDONALDS CORP | $121.07万 | 0.35% | 4,479 | 242 | 5.7% | $6.54万 | 加仓 |
| MCK | MCKESSON CORP | $120.82万 | 0.35% | 1,599 | 51 | 3.3% | $3.85万 | 加仓 |
| MRK | MERCK & CO INC | $120.64万 | 0.35% | 9,388 | 195 | 2.1% | $2.51万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $119.59万 | 0.34% | 45,680 | 98 | 0.2% | $2,566 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $119.10万 | 0.34% | 9,409 | -10 | -0.1% | -$1,266 | 减仓 |
| RTX | RTX CORPORATION | $118.55万 | 0.34% | 6,249 | -196 | -3.0% | -$3.72万 | 减仓 |
| ADBE | ADOBE INC | $116.25万 | 0.33% | 5,670 | -112 | -1.9% | -$2.30万 | 减仓 |
| TJX | TJX COS INC NEW | $116.23万 | 0.33% | 7,672 | -225 | -2.8% | -$3.41万 | 减仓 |
| USIG | ISHARES TR | $110.04万 | 0.32% | 21,454 | 3,083 | 16.8% | $15.81万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $107.92万 | 0.31% | 32,732 | -93 | -0.3% | -$3,066 | 减仓 |
| IEMG | ISHARES INC | $106.19万 | 0.31% | 12,819 | 475 | 3.8% | $3.93万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $105.70万 | 0.30% | 27,662 | 7,980 | 40.5% | $30.49万 | 加仓 |
| GOVT | ISHARES TR | $105.16万 | 0.30% | 46,163 | 7,177 | 18.4% | $16.35万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $99.27万 | 0.29% | 6,257 | 365 | 6.2% | $5.79万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $98.25万 | 0.28% | 38,186 | 107 | 0.3% | $2,753 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $95.94万 | 0.28% | 35,104 | 100 | 0.3% | $2,733 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $95.36万 | 0.27% | 12,066 | 752 | 6.6% | $5.94万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $93.73万 | 0.27% | 86,465 | 3,915 | 4.7% | $4.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $92.63万 | 0.27% | 8,910 | 136 | 1.6% | $1.41万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $91.92万 | 0.26% | 5,074 | 192 | 3.9% | $3.48万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $90.63万 | 0.26% | 1,419 | -951 | -40.1% | -$60.74万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $87.87万 | 0.25% | 8,202 | 224 | 2.8% | $2.40万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $86.10万 | 0.25% | 1,987 | -307 | -13.4% | -$13.30万 | 减仓 |
| APH | AMPHENOL CORP | $84.19万 | 0.24% | 4,775 | -823 | -14.7% | -$14.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $83.61万 | 0.24% | 1,628 | -77 | -4.5% | -$3.95万 | 减仓 |