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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,761.32万 | 5.70% | 26,964 | -4,988 | -15.6% | -$325.82万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $1,316.76万 | 4.26% | 174,037 | 174,037 | — | $1,316.76万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1,145.61万 | 3.71% | 146,105 | 60,149 | 70.0% | $471.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,112.42万 | 3.60% | 63,785 | -1,357 | -2.1% | -$23.67万 | 减仓 |
| AAPL | APPLE INC | $1,015.52万 | 3.29% | 40,014 | 1,460 | 3.8% | $37.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $826.67万 | 2.68% | 22,332 | 489 | 2.2% | $18.10万 | 加仓 |
| AMZN | AMAZON COM INC | $795.20万 | 2.57% | 38,181 | 598 | 1.6% | $12.45万 | 加仓 |
| MUB | ISHARES TR | $774.56万 | 2.51% | 72,968 | -3,457 | -4.5% | -$36.70万 | 减仓 |
| AVGO | BROADCOM INC | $707.01万 | 2.29% | 22,843 | 183 | 0.8% | $5.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $528.53万 | 1.71% | 8,127 | 228 | 2.9% | $14.83万 | 加仓 |
| LQD | ISHARES TR | $516.09万 | 1.67% | 47,352 | -1,214 | -2.5% | -$13.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $509.16万 | 1.65% | 17,309 | -1,856 | -9.7% | -$54.60万 | 减仓 |
| WMT | WALMART INC | $498.98万 | 1.62% | 40,150 | -12,650 | -24.0% | -$157.21万 | 减仓 |
| IGSB | ISHARES TR | $479.15万 | 1.55% | 91,163 | 3,081 | 3.5% | $16.19万 | 加仓 |
| GOOG | ALPHABET INC | $471.70万 | 1.53% | 16,444 | -1,711 | -9.4% | -$49.08万 | 减仓 |
| LLY | ELI LILLY & CO | $442.85万 | 1.43% | 4,815 | 62 | 1.3% | $5.70万 | 加仓 |
| — | EXXON MOBIL CORP | $432.40万 | 1.40% | 25,486 | -517 | -2.0% | -$8.77万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $412.96万 | 1.34% | 54,588 | 54,588 | — | $412.96万 | 新建仓 |
| IVE | ISHARES TR | $386.30万 | 1.25% | 18,295 | -489 | -2.6% | -$10.33万 | 减仓 |
| IUSB | ISHARES TR | $375.71万 | 1.22% | 81,340 | 10,299 | 14.5% | $47.57万 | 加仓 |
| GOOGL | ALPHABET INC | $332.53万 | 1.08% | 11,564 | -1,824 | -13.6% | -$52.45万 | 减仓 |
| FDX | FEDEX CORP | $320.29万 | 1.04% | 8,992 | 110 | 1.2% | $3.92万 | 加仓 |
| IWM | ISHARES TR | $298.00万 | 0.96% | 12,016 | 49 | 0.4% | $1.22万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $287.29万 | 0.93% | 46,898 | -1,160 | -2.4% | -$7.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $264.50万 | 0.86% | 10,912 | 394 | 3.7% | $9.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $257.27万 | 0.83% | 17,812 | 693 | 4.0% | $10.01万 | 加仓 |
| IJR | ISHARES TR | $249.78万 | 0.81% | 20,093 | -2,037 | -9.2% | -$25.32万 | 减仓 |
| SUB | ISHARES TR | $238.86万 | 0.77% | 22,428 | 2,119 | 10.4% | $22.57万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $216.37万 | 0.70% | 56,316 | -6,285 | -10.0% | -$24.15万 | 减仓 |
| SDY | SPDR SERIES TRUST | $213.06万 | 0.69% | 14,599 | 388 | 2.7% | $5.66万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $206.37万 | 0.67% | 85,031 | 24,835 | 41.3% | $60.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $194.00万 | 0.63% | 1,947 | 11 | 0.6% | $1.10万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $192.46万 | 0.62% | 20,721 | -442 | -2.1% | -$4.11万 | 减仓 |
| LOW | LOWES COS INC | $187.78万 | 0.61% | 7,947 | 520 | 7.0% | $12.29万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $185.22万 | 0.60% | 43,540 | -3,058 | -6.6% | -$13.01万 | 减仓 |
| META | META PLATFORMS INC | $181.89万 | 0.59% | 3,179 | 432 | 15.7% | $24.72万 | 加仓 |
| AMGN | AMGEN INC | $177.54万 | 0.57% | 5,046 | -44 | -0.9% | -$1.55万 | 减仓 |
| VGT | VANGUARD WORLD FD | $176.95万 | 0.57% | 2,536 | 270 | 11.9% | $18.84万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $174.98万 | 0.57% | 58,698 | -447 | -0.8% | -$1.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $173.32万 | 0.56% | 2,049 | -517 | -20.1% | -$43.73万 | 减仓 |
| V | VISA INC | $173.29万 | 0.56% | 5,734 | -183 | -3.1% | -$5.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $169.85万 | 0.55% | 2,810 | 29 | 1.0% | $1.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $167.32万 | 0.54% | 8,087 | 26 | 0.3% | $5,379 | 加仓 |
| ABBV | ABBVIE INC | $165.44万 | 0.54% | 7,607 | 594 | 8.5% | $12.92万 | 加仓 |
| HD | HOME DEPOT INC | $164.81万 | 0.53% | 5,011 | 336 | 7.2% | $11.05万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $160.44万 | 0.52% | 41,160 | 783 | 1.9% | $3.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $160.18万 | 0.52% | 4,667 | 295 | 6.7% | $10.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $158.87万 | 0.51% | 3,232 | -7 | -0.2% | -$3,441 | 减仓 |
| TSLA | TESLA INC | $158.40万 | 0.51% | 4,261 | 83 | 2.0% | $3.09万 | 加仓 |
| KLAC | KLA CORP | $154.76万 | 0.50% | 1,051 | -342 | -24.6% | -$50.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $153.18万 | 0.50% | 5,848 | 863 | 17.3% | $22.60万 | 加仓 |
| EEM | ISHARES TR | $152.86万 | 0.49% | 26,916 | -4,324 | -13.8% | -$24.56万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $149.60万 | 0.48% | 25,122 | 7,316 | 41.1% | $43.57万 | 加仓 |
| PLD | PROLOGIS INC. | $145.89万 | 0.47% | 11,038 | 722 | 7.0% | $9.54万 | 加仓 |
| ORCL | ORACLE CORP | $144.31万 | 0.47% | 9,810 | 7,855 | 401.8% | $115.55万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $141.10万 | 0.46% | 44,695 | -1,711 | -3.7% | -$5.40万 | 减仓 |
| ADBE | ADOBE INC | $140.55万 | 0.45% | 5,782 | 3,907 | 208.4% | $94.97万 | 加仓 |
| CAT | CATERPILLAR INC | $139.43万 | 0.45% | 1,968 | -87 | -4.2% | -$6.16万 | 减仓 |
| CSCO | CISCO SYS INC | $134.72万 | 0.44% | 17,363 | 92 | 0.5% | $7,138 | 加仓 |
| MCK | MCKESSON CORP | $133.96万 | 0.43% | 1,548 | -292 | -15.9% | -$25.27万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $133.54万 | 0.43% | 33,227 | -776 | -2.3% | -$3.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $132.25万 | 0.43% | 6,501 | 360 | 5.9% | $7.32万 | 加仓 |
| SMH | VANECK ETF TRUST | $132.01万 | 0.43% | 3,443 | -320 | -8.5% | -$12.27万 | 减仓 |
| MCD | MCDONALDS CORP | $131.68万 | 0.43% | 4,237 | -27 | -0.6% | -$8,391 | 减仓 |
| TJX | TJX COS INC NEW | $126.12万 | 0.41% | 7,897 | -175 | -2.2% | -$2.79万 | 减仓 |
| QCOM | QUALCOMM INC | $125.72万 | 0.41% | 9,762 | -645 | -6.2% | -$8.31万 | 减仓 |
| RTX | RTX CORPORATION | $124.33万 | 0.40% | 6,445 | 155 | 2.5% | $2.99万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $123.86万 | 0.40% | 42,002 | -908 | -2.1% | -$2.68万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $123.82万 | 0.40% | 14,963 | 3,892 | 35.2% | $32.21万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $123.33万 | 0.40% | 9,419 | -427 | -4.3% | -$5.59万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $119.70万 | 0.39% | 45,582 | 6,497 | 16.6% | $17.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $119.66万 | 0.39% | 3,542 | -1,862 | -34.5% | -$62.91万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $118.10万 | 0.38% | 10,837 | -992 | -8.4% | -$10.81万 | 减仓 |
| COP | CONOCOPHILLIPS | $115.82万 | 0.37% | 8,774 | -136 | -1.5% | -$1.80万 | 减仓 |
| ETN | EATON CORP PLC | $112.20万 | 0.36% | 3,137 | 129 | 4.3% | $4.61万 | 加仓 |
| QUAL | ISHARES TR | $110.69万 | 0.36% | 5,771 | -362 | -5.9% | -$6.94万 | 减仓 |
| MRK | MERCK & CO INC | $110.58万 | 0.36% | 9,193 | 2,025 | 28.3% | $24.36万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $109.19万 | 0.35% | 2,620 | -209 | -7.4% | -$8.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $107.87万 | 0.35% | 3,192 | -504 | -13.6% | -$17.03万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $106.78万 | 0.35% | 4,882 | -40,228 | -89.2% | -$879.87万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $106.60万 | 0.35% | 5,123 | -219 | -4.1% | -$4.56万 | 减仓 |
| COMT | ISHARES U S ETF TR | $98.44万 | 0.32% | 29,115 | 44 | 0.2% | $1,488 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $98.21万 | 0.32% | 38,079 | 7,039 | 22.7% | $18.15万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $96.37万 | 0.31% | 32,825 | -1,496 | -4.4% | -$4.39万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $95.32万 | 0.31% | 35,004 | 4,329 | 14.1% | $11.79万 | 加仓 |
| USIG | ISHARES TR | $94.11万 | 0.30% | 18,371 | 107 | 0.6% | $5,482 | 加仓 |
| SOXX | ISHARES TR | $92.81万 | 0.30% | 2,824 | -1,362 | -32.5% | -$44.76万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $90.43万 | 0.29% | 6,804 | -520 | -7.1% | -$6.91万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $89.81万 | 0.29% | 82,550 | 16,684 | 25.3% | $18.15万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $89.68万 | 0.29% | 11,314 | 2,883 | 34.2% | $22.85万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $89.40万 | 0.29% | 2,290 | 9 | 0.4% | $3,514 | 加仓 |
| GOVT | ISHARES TR | $89.32万 | 0.29% | 38,986 | 270 | 0.7% | $6,186 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $88.45万 | 0.29% | 7,978 | -320 | -3.9% | -$3.55万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $86.38万 | 0.28% | 5,892 | 1,079 | 22.4% | $15.82万 | 加仓 |
| SHEL | SHELL PLC | $86.21万 | 0.28% | 9,270 | -2,468 | -21.0% | -$22.95万 | 减仓 |
| IEMG | ISHARES INC | $86.10万 | 0.28% | 12,344 | 105 | 0.9% | $7,324 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $85.63万 | 0.28% | 35,964 | 521 | 1.5% | $1.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $85.19万 | 0.28% | 1,705 | -258 | -13.1% | -$12.89万 | 减仓 |
| IXN | ISHARES TR | $81.33万 | 0.26% | 8,135 | -1,893 | -18.9% | -$18.92万 | 减仓 |
| GLD | SPDR GOLD TR | $79.65万 | 0.26% | 1,851 | -1,311 | -41.5% | -$56.41万 | 减仓 |