Five Pine Wealth Management
COEUR D ALENE ID · SEC CIK 0002041807
$1.61亿2026Q1 申报市值
47持仓数
72.9%前十大占比 · 第一大 14.8%
5 / 0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
BNDW 加仓+$112.26万
BND 加仓+$95.66万
BIV 加仓+$78.88万
VGIT 加仓+$75.06万
VT 加仓+$60.96万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$33.64万
VEU 减仓-$28.05万
AG 减仓-$18.04万
RDVY 减仓-$15.79万
IAU 减仓-$12.70万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.22万 | 0.13% | 422 | -3 | -0.7% | -$1,438 | 减仓 |
| VBK | VANGUARD INDEX FDS | $21.83万 | 0.14% | 722 | -2 | -0.3% | -$605 | 减仓 |
| MINT | PIMCO ETF TR | $22.15万 | 0.14% | 2,203 | 92 | 4.4% | $9,251 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.97万 | 0.14% | 4,251 | -174 | -3.9% | -$9,404 | 减仓 |
| AVGO | BROADCOM INC | $23.35万 | 0.15% | 754 | 1 | 0.1% | $310 | 加仓 |
| IEI | ISHARES TR | $23.72万 | 0.15% | 2,000 | 2,000 | — | $23.72万 | 新建仓 |
| MSFT | MICROSOFT CORP | $24.58万 | 0.15% | 664 | -99 | -13.0% | -$3.67万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $25.96万 | 0.16% | 5,506 | -35 | -0.6% | -$1,650 | 减仓 |
| VXUS | VANGUARD STAR FDS | $26.14万 | 0.16% | 3,389 | 3,389 | — | $26.14万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $27.35万 | 0.17% | 5,851 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $29.46万 | 0.18% | 10,680 | 10,680 | — | $29.46万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $29.98万 | 0.19% | 4,180 | 25 | 0.6% | $1,793 | 加仓 |
| SLV | ISHARES SILVER TR | $31.31万 | 0.19% | 4,595 | -590 | -11.4% | -$4.02万 | 减仓 |
| SUSC | ISHARES TR | $32.16万 | 0.20% | 13,897 | 866 | 6.6% | $2.00万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $32.27万 | 0.20% | 792 | 792 | — | $32.27万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $37.97万 | 0.24% | 17,678 | -8,400 | -32.2% | -$18.04万 | 减仓 |
| USMV | ISHARES TR | $39.21万 | 0.24% | 4,228 | 55 | 1.3% | $5,101 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.37万 | 0.24% | 15,044 | -510 | -3.3% | -$1.33万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $40.49万 | 0.25% | 3,606 | 4 | 0.1% | $449 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.90万 | 0.25% | 16,107 | 16,107 | — | $40.90万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.99万 | 0.30% | 492 | 5 | 1.0% | $4,979 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $71.21万 | 0.44% | 12,063 | 2,449 | 25.5% | $14.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $81.85万 | 0.51% | 8,931 | -3,671 | -29.1% | -$33.64万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $100.93万 | 0.63% | 32,602 | -233 | -0.7% | -$7,214 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $145.02万 | 0.90% | 24,773 | 9,968 | 67.3% | $58.35万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $160.65万 | 1.00% | 31,913 | 1,021 | 3.3% | $5.14万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $165.19万 | 1.03% | 11,943 | 4,407 | 58.5% | $60.96万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $171.50万 | 1.07% | 19,334 | 2,544 | 15.2% | $22.57万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $171.78万 | 1.07% | 61,350 | 5,615 | 10.1% | $15.72万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $177.30万 | 1.10% | 22,972 | 10,220 | 80.1% | $78.88万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $208.55万 | 1.30% | 23,575 | 243 | 1.0% | $2.15万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $287.05万 | 1.78% | 13,948 | 1,800 | 14.8% | $37.04万 | 加仓 |
| IAU | ISHARES GOLD TR | $291.11万 | 1.81% | 33,020 | -1,440 | -4.2% | -$12.70万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $296.01万 | 1.84% | 37,343 | 3,891 | 11.6% | $30.84万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $368.96万 | 2.29% | 109,357 | -2,822 | -2.5% | -$9.52万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $493.04万 | 3.07% | 72,208 | -2,313 | -3.1% | -$15.79万 | 减仓 |
| VO | VANGUARD INDEX FDS | $528.43万 | 3.29% | 18,401 | 31 | 0.2% | $8,902 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $533.86万 | 3.32% | 78,106 | 16,424 | 26.6% | $112.26万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $559.07万 | 3.48% | 116,352 | 9,910 | 9.3% | $47.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $592.77万 | 3.69% | 18,477 | 261 | 1.4% | $8.37万 | 加仓 |
| VB | VANGUARD INDEX FDS | $859.03万 | 5.34% | 32,797 | 47 | 0.1% | $1.23万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,016.26万 | 6.32% | 170,816 | 12,617 | 8.0% | $75.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,058.81万 | 6.58% | 17,719 | 449 | 2.6% | $26.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,243.09万 | 7.73% | 63,433 | -595 | -0.9% | -$11.66万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,416.08万 | 8.80% | 32,420 | -249 | -0.8% | -$10.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,065.09万 | 12.84% | 275,154 | -3,738 | -1.3% | -$28.05万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,382.04万 | 14.81% | 323,481 | 12,990 | 4.2% | $95.66万 | 加仓 |