Five Pine Wealth Management
COEUR D ALENE ID · SEC CIK 0002041807
$1.77亿2026Q2 申报市值
51持仓数
73.2%前十大占比 · 第一大 13.8%
6 / 2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
VGIT 加仓+$85.42万
BND 加仓+$71.59万
BUFD 加仓+$59.74万
BNDX 加仓+$32.94万
MINT 加仓+$29.08万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$38.43万
AG 清仓-$37.97万
BIL 减仓-$30.79万
VTV 减仓-$27.94万
VB 减仓-$24.46万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -17,678 | -100.0% | -$37.97万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -422 | -100.0% | -$20.22万 | 清仓 |
| MSFT | MICROSOFT CORP | $20.34万 | 0.12% | 545 | -119 | -17.9% | -$4.44万 | 减仓 |
| IVV | ISHARES TR | $20.55万 | 0.12% | 274 | 274 | — | $20.55万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $20.73万 | 0.12% | 2,111 | 2,111 | — | $20.73万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $20.79万 | 0.12% | 3,696 | 3,696 | — | $20.79万 | 新建仓 |
| SLV | ISHARES SILVER TR | $22.48万 | 0.13% | 4,205 | -390 | -8.5% | -$2.09万 | 减仓 |
| IEI | ISHARES TR | $22.53万 | 0.13% | 1,919 | -81 | -4.0% | -$9,511 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $23.27万 | 0.13% | 202 | 202 | — | $23.27万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.34万 | 0.13% | 638 | -84 | -11.6% | -$3.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.51万 | 0.13% | 8,332 | -2,348 | -22.0% | -$6.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.91万 | 0.14% | 9,350 | 9,350 | — | $24.91万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $25.17万 | 0.14% | 12,105 | 12,105 | — | $25.17万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.40万 | 0.14% | 4,256 | 5 | 0.1% | $298 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $27.61万 | 0.16% | 5,507 | -344 | -5.9% | -$1.72万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.03万 | 0.16% | 3,279 | -110 | -3.2% | -$9,404 | 减仓 |
| AVGO | BROADCOM INC | $28.55万 | 0.16% | 756 | 2 | 0.3% | $755 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $31.13万 | 0.18% | 5,379 | -127 | -2.3% | -$7,351 | 减仓 |
| VSGX | VANGUARD WORLD FD | $31.80万 | 0.18% | 3,862 | -318 | -7.6% | -$2.62万 | 减仓 |
| SUSC | ISHARES TR | $32.89万 | 0.19% | 14,207 | 310 | 2.2% | $7,177 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.05万 | 0.19% | 4,121 | -631 | -13.3% | -$5.21万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.74万 | 0.22% | 14,907 | -1,200 | -7.5% | -$3.12万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.02万 | 0.22% | 14,167 | -877 | -5.8% | -$2.42万 | 减仓 |
| USMV | ISHARES TR | $40.11万 | 0.23% | 4,158 | -70 | -1.7% | -$6,752 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.06万 | 0.26% | 492 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $47.72万 | 0.27% | 3,609 | 3 | 0.1% | $397 | 加仓 |
| BIL | SPDR SERIES TRUST | $51.06万 | 0.29% | 5,571 | -3,360 | -37.6% | -$30.79万 | 减仓 |
| MINT | PIMCO ETF TR | $51.29万 | 0.29% | 5,087 | 2,884 | 130.9% | $29.08万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $71.39万 | 0.40% | 13,984 | 1,921 | 15.9% | $9.81万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $112.02万 | 0.63% | 30,382 | -2,220 | -6.8% | -$8.19万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $136.79万 | 0.77% | 27,151 | -4,762 | -14.9% | -$23.99万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $160.29万 | 0.91% | 27,541 | 2,768 | 11.2% | $16.11万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $174.21万 | 0.99% | 22,713 | -259 | -1.1% | -$1.99万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $185.18万 | 1.05% | 11,799 | -144 | -1.2% | -$2.26万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $198.96万 | 1.13% | 20,633 | 1,299 | 6.7% | $12.53万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $219.07万 | 1.24% | 23,460 | -115 | -0.5% | -$1.07万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $242.07万 | 1.37% | 81,452 | 20,102 | 32.8% | $59.74万 | 加仓 |
| IAU | ISHARES GOLD TR | $252.80万 | 1.43% | 33,480 | 460 | 1.4% | $3.47万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $290.17万 | 1.64% | 36,716 | -627 | -1.7% | -$4.96万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $366.55万 | 2.07% | 14,888 | 940 | 6.7% | $23.14万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $382.72万 | 2.17% | 104,768 | -4,589 | -4.2% | -$16.76万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $554.41万 | 3.14% | 80,901 | 2,795 | 3.6% | $19.15万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $591.48万 | 3.35% | 72,969 | 761 | 1.1% | $6.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $591.92万 | 3.35% | 73,466 | -138 | -0.2% | -$1.11万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $596.43万 | 3.37% | 123,153 | 6,801 | 5.8% | $32.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $691.37万 | 3.91% | 18,684 | 207 | 1.1% | $7.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $969.69万 | 5.49% | 31,990 | -807 | -2.5% | -$24.46万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,092.89万 | 6.18% | 185,298 | 14,482 | 8.5% | $85.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,235.68万 | 6.99% | 17,992 | 273 | 1.5% | $18.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,354.46万 | 7.66% | 62,151 | -1,282 | -2.0% | -$27.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,637.16万 | 9.26% | 190,059 | -4,461 | -2.3% | -$38.43万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,319.01万 | 13.12% | 276,897 | 1,743 | 0.6% | $14.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,446.26万 | 13.84% | 333,233 | 9,752 | 3.0% | $71.59万 | 加仓 |