Vines Capital Management, LLC
MONROE LA · SEC CIK 0002110678
$1.22亿2026Q2 申报市值
90持仓数
57.5%前十大占比 · 第一大 14.9%
15 / 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
BRK/B 加仓+$180.94万
MU 新建仓+$99.15万
BINC 加仓+$82.73万
SNXX 新建仓+$81.58万
AOR 加仓+$70.87万
2026Q2 卖出最多 按季末市值估算
BFST 减仓-$86.23万
SO 清仓-$22.77万
MSFT 减仓-$21.07万
SHOP 减仓-$19.07万
VO 减仓-$6.38万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,812.60万 | 14.87% | 36,224 | 3,616 | 11.1% | $180.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,285.02万 | 10.54% | 64,222 | 274 | 0.4% | $5.48万 | 加仓 |
| AAPL | APPLE INC | $999.89万 | 8.20% | 34,555 | 82 | 0.2% | $2.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $473.89万 | 3.89% | 6,435 | 297 | 4.8% | $21.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $446.84万 | 3.67% | 13,651 | 80 | 0.6% | $2.62万 | 加仓 |
| DGRW | WISDOMTREE TR | $439.77万 | 3.61% | 45,991 | 1,252 | 2.8% | $11.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $436.14万 | 3.58% | 6,350 | 565 | 9.8% | $38.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $409.00万 | 3.36% | 47,480 | 1,538 | 3.3% | $13.25万 | 加仓 |
| MTUM | ISHARES TR | $356.10万 | 2.92% | 10,387 | 354 | 3.5% | $12.14万 | 加仓 |
| AMZN | AMAZON COM INC | $353.87万 | 2.90% | 14,847 | 788 | 5.6% | $18.78万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $295.45万 | 2.42% | 56,449 | 15,806 | 38.9% | $82.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $289.94万 | 2.38% | 7,773 | -565 | -6.8% | -$21.07万 | 减仓 |
| AOR | ISHARES TR | $248.50万 | 2.04% | 35,755 | 10,197 | 39.9% | $70.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $243.45万 | 2.00% | 3,260 | 69 | 2.2% | $5.15万 | 加仓 |
| GOOGL | ALPHABET INC | $239.19万 | 1.96% | 6,693 | 169 | 2.6% | $6.04万 | 加仓 |
| AVGO | BROADCOM INC | $166.17万 | 1.36% | 4,399 | 320 | 7.8% | $12.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $155.75万 | 1.28% | 19,332 | -792 | -3.9% | -$6.38万 | 减仓 |
| GOOG | ALPHABET INC | $142.17万 | 1.17% | 4,024 | 405 | 11.2% | $14.31万 | 加仓 |
| META | META PLATFORMS INC | $132.99万 | 1.09% | 2,361 | 170 | 7.8% | $9.58万 | 加仓 |
| CAT | CATERPILLAR INC | $129.28万 | 1.06% | 1,214 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $122.63万 | 1.01% | 9,829 | 1,283 | 15.0% | $16.01万 | 加仓 |
| PFF | ISHARES TR | $122.06万 | 1.00% | 40,034 | -115 | -0.3% | -$3,506 | 减仓 |
| ETR | ENTERGY CORP NEW | $108.24万 | 0.89% | 9,424 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $100.40万 | 0.82% | 2,387 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $99.15万 | 0.81% | 859 | 859 | — | $99.15万 | 新建仓 |
| TQQQ | PROSHARES TR | $86.82万 | 0.71% | 10,718 | -140 | -1.3% | -$1.13万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $81.65万 | 0.67% | 11,123 | 1,896 | 20.5% | $13.92万 | 加仓 |
| SNXX | INVESTMENT MANAGERS SER TR I | $81.58万 | 0.67% | 19,400 | 19,400 | — | $81.58万 | 新建仓 |
| THYF | T ROWE PRICE EXCHANGE-TRADED | $71.67万 | 0.59% | 13,899 | 369 | 2.7% | $1.90万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $71.62万 | 0.59% | 2,139 | 85 | 4.1% | $2.85万 | 加仓 |
| DGRO | ISHARES TR | $67.42万 | 0.55% | 8,896 | 107 | 1.2% | $8,110 | 加仓 |
| SHOP | SHOPIFY INC | $66.34万 | 0.54% | 5,810 | -1,670 | -22.3% | -$19.07万 | 减仓 |
| IJR | ISHARES TR | $65.09万 | 0.53% | 4,389 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $64.71万 | 0.53% | 1,122 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $64.53万 | 0.53% | 21,000 | -28,062 | -57.2% | -$86.23万 | 减仓 |
| DON | WISDOMTREE TR | $64.28万 | 0.53% | 11,373 | -200 | -1.7% | -$1.13万 | 减仓 |
| NOBL | PROSHARES TR | $63.12万 | 0.52% | 11,240 | -410 | -3.5% | -$2.30万 | 减仓 |
| BAC | BANK OF AMER CORP | $59.67万 | 0.49% | 10,472 | -40 | -0.4% | -$2,279 | 减仓 |
| LLY | ELI LILLY & CO | $59.37万 | 0.49% | 495 | 45 | 10.0% | $5.40万 | 加仓 |
| WMT | WALMART INC | $58.94万 | 0.48% | 5,204 | -214 | -3.9% | -$2.42万 | 减仓 |
| IVV | ISHARES TR | $52.87万 | 0.43% | 706 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $52.73万 | 0.43% | 11,510 | -7 | -0.1% | -$321 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $51.34万 | 0.42% | 8,596 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $50.08万 | 0.41% | 3,663 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.62万 | 0.40% | 1,018 | 98 | 10.7% | $4.68万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $46.71万 | 0.38% | 7,548 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $46.05万 | 0.38% | 1,250 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $45.21万 | 0.37% | 4,491 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.73万 | 0.36% | 1,848 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.05万 | 0.34% | 551 | -20 | -3.5% | -$1.53万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $37.62万 | 0.31% | 671 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $36.13万 | 0.30% | 1,212 | -33 | -2.7% | -$9,836 | 减仓 |
| C | CITIGROUP INC | $35.48万 | 0.29% | 2,535 | 362 | 16.7% | $5.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $34.89万 | 0.29% | 943 | -100 | -9.6% | -$3.70万 | 减仓 |
| BA | BOEING CO | $33.92万 | 0.28% | 1,567 | -20 | -1.3% | -$4,329 | 减仓 |
| ANET | ARISTA NETWORKS INC | $33.53万 | 0.28% | 1,974 | 65 | 3.4% | $1.10万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $31.90万 | 0.26% | 1,053 | 56 | 5.6% | $1.70万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $31.88万 | 0.26% | 18,808 | -815 | -4.2% | -$1.38万 | 减仓 |
| IJS | ISHARES TR | $31.55万 | 0.26% | 2,308 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $31.15万 | 0.26% | 731 | 29 | 4.1% | $1.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.94万 | 0.25% | 2,652 | 497 | 23.1% | $5.80万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $30.92万 | 0.25% | 17,292 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $30.84万 | 0.25% | 8,094 | 8,094 | — | $30.84万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $30.36万 | 0.25% | 3,897 | -90 | -2.3% | -$7,012 | 减仓 |
| MA | MASTERCARD INCORPORATED | $30.02万 | 0.25% | 584 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $29.33万 | 0.24% | 1,155 | 12 | 1.0% | $3,048 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.81万 | 0.24% | 1,738 | -107 | -5.8% | -$1.77万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $28.67万 | 0.24% | 5,348 | -64 | -1.2% | -$3,431 | 减仓 |
| MRK | MERCK & CO INC | $28.59万 | 0.23% | 2,225 | 17 | 0.8% | $2,185 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.73万 | 0.23% | 931 | 931 | — | $27.73万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.11万 | 0.22% | 1,274 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $26.88万 | 0.22% | 548 | -13 | -2.3% | -$6,377 | 减仓 |
| ANGL | VANECK ETF TRUST | $26.13万 | 0.21% | 8,938 | 8,938 | — | $26.13万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.09万 | 0.21% | 258 | -2 | -0.8% | -$2,023 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.56万 | 0.21% | 440 | 440 | — | $25.56万 | 新建仓 |
| MUU | DIREXION SHARES ETF TRUST | $25.38万 | 0.21% | 242 | 242 | — | $25.38万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $25.09万 | 0.21% | 2,099 | 2,099 | — | $25.09万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $23.80万 | 0.20% | 2,712 | -4 | -0.1% | -$351 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.74万 | 0.19% | 1,331 | 1,331 | — | $22.74万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $22.39万 | 0.18% | 1,209 | 1,209 | — | $22.39万 | 新建仓 |
| NVDL | GRANITESHARES ETF TR | $22.13万 | 0.18% | 7,425 | 7,425 | — | $22.13万 | 新建仓 |
| UPRO | PROSHARES TR | $22.01万 | 0.18% | 1,552 | 1,552 | — | $22.01万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.17万 | 0.17% | 2,965 | 215 | 7.8% | $1.54万 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $21.16万 | 0.17% | 310,646 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.59万 | 0.17% | 2,533 | 2,533 | — | $20.59万 | 新建仓 |
| AMDL | GRANITESHARES ETF TR | $20.46万 | 0.17% | 2,472 | 2,472 | — | $20.46万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.23万 | 0.17% | 8,534 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $20.13万 | 0.17% | 4,035 | 4,035 | — | $20.13万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $15.69万 | 0.13% | 19,913 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $5.74万 | 0.05% | 18,884 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,359 | -100.0% | -$22.77万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.41万 | 清仓 |