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Pines Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pines Wealth Management, LLC
报告期 2026-03-31 · CIK 0002037426
持仓数
215
前50大市值合计
$206.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 68
减持 49
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.1M
31,079
+115%
减持
AAPL
APPLE INC
-$2.7M
39,128
-2%
增持
NVDA
NVIDIA CORPORATION
-$2.1M
59,568
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON COM INC
-$1.7M
35,873
+0%
增持
AVGO
BROADCOM INC
-$1.3M
22,470
+4%
减持
TSLA
TESLA INC
-$1.1M
4,422
-16%
增持
MSFT
MICROSOFT CORP
-$783.0K
20,795
+7%
减持
IWM
ISHARES TR
-$739.4K
11,779
-9%
增持
GOOG
ALPHABET INC
-$737.9K
16,970
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$683.7K
49,134
-16%
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$682.3K
32,523
减持
GOOGL
ALPHABET INC
-$668.1K
13,367
-1%
减持
WMT
WALMART INC
-$600.8K
53,113
-0%
清仓
TIP
ISHARES TR
-$575.0K
0
-100%
增持
MUB
ISHARES TR
+$471.0K
69,944
+10%
清仓
TLT
ISHARES TR
-$450.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
-$442.6K
20,071
+0%
增持
IJR
ISHARES TR
+$441.1K
20,327
+64%
清仓
MBB
ISHARES TR
-$406.5K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$391.7K
2,454
-10%
增持
LQD
ISHARES TR
+$387.2K
43,610
+9%
减持
COMT
ISHARES U S ETF TR
-$377.4K
34,314
-24%
减持
META
META PLATFORMS INC
-$374.6K
3,232
-2%
增持
FDX
FEDEX CORP
-$370.1K
7,756
+10%
增持
RECS
COLUMBIA ETF TR I
+$363.1K
32,149
+90%
建仓
CVS
CVS HEALTH CORP
+$339.5K
5,020
清仓
MRVL
MARVELL TECHNOLOGY INC
-$325.5K
0
-100%
建仓
FISV
FISERV INC
+$324.7K
1,660
清仓
TGT
TARGET CORP
-$317.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$313.3K
7,191
+7%
减持
EFV
ISHARES TR
-$309.4K
6,288
-49%
增持
UNH
UNITEDHEALTH GROUP INC
+$302.5K
2,184
+26%
减持
SCHO
SCHWAB STRATEGIC TR
-$271.5K
42,202
-22%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$268.9K
12,731
-29%
建仓
MDLZ
MONDELEZ INTL INC
+$264.6K
4,131
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$264.6K
3,056
-9%
增持
IVE
ISHARES TR
-$260.5K
18,594
+3%
清仓
BAC
BANK AMERICA CORP
-$251.7K
0
-100%
增持
IXN
ISHARES TR
+$250.9K
9,982
+106%
减持
LOW
LOWES COS INC
-$249.0K
6,650
-0%
清仓
SNY
SANOFI
-$247.2K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$246.4K
0
-100%
清仓
HPQ
HP INC
-$246.2K
0
-100%
减持
EFG
ISHARES TR
-$245.0K
3,770
-38%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$240.5K
1,198
清仓
SPGI
S&P GLOBAL INC
-$238.9K
0
-100%
清仓
HDV
ISHARES TR
-$237.6K
0
-100%
清仓
ORCL
ORACLE CORP
-$235.8K
0
-100%
清仓
BLK
BLACKROCK INC
-$234.2K
0
-100%
建仓
COR
CENCORA INC
+$233.5K
850
清仓
—
ASML HOLDING N V
-$228.4K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$227.3K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$216.5K
473
减持
IEMG
ISHARES INC
-$215.4K
10,226
-26%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$212.9K
2,613
+8%
建仓
OGE
OGE ENERGY CORP
+$212.3K
5,028
增持
PNC
PNC FINL SVCS GROUP INC
-$211.6K
6,987
+5%
清仓
FITB
FIFTH THIRD BANCORP
-$211.1K
0
-100%
增持
—
MEDTRONIC PLC
+$210.6K
6,363
+65%
建仓
CAH
CARDINAL HEALTH INC
+$210.0K
1,680
建仓
PFF
ISHARES TR
+$206.2K
7,110
建仓
CCI
CROWN CASTLE INC
+$206.2K
2,174
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$205.5K
435
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$205.3K
58,648
-3%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$205.1K
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$204.3K
30,041
+14%
清仓
EMR
EMERSON ELEC CO
-$204.3K
0
-100%
清仓
CGIC
CAPITAL GROUP INTERNATIONAL
-$203.9K
0
-100%
建仓
BA
BOEING CO
+$203.1K
1,457
清仓
—
ROYAL CARIBBEAN GROUP
-$200.6K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$199.6K
3,901
-1%
增持
KKR
KKR & CO INC
-$174.0K
4,115
+3%
增持
PG
PROCTER AND GAMBLE CO
+$168.3K
16,804
+7%
减持
TXN
TEXAS INSTRS INC
-$160.2K
1,851
-18%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$159.7K
34,699
+44%
增持
CRM
SALESFORCE INC
-$158.5K
2,167
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$157.1K
21,409
+5%
增持
XLY
SELECT SECTOR SPDR TR
-$155.9K
5,972
+9%
增持
MCK
MCKESSON CORP
+$153.9K
1,878
+2%
增持
QCOM
QUALCOMM INC
-$151.9K
9,945
+12%
减持
AXP
AMERICAN EXPRESS CO
-$150.8K
1,915
-5%
增持
NFLX
NETFLIX INC
+$150.7K
1,023
+16%
减持
GE
GE AEROSPACE
-$149.9K
1,272
-40%
减持
TFC
TRUIST FINL CORP
-$148.6K
16,300
-3%
减持
SUB
ISHARES TR
-$147.7K
15,614
-8%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$141.3K
37,553
-2%
增持
AMGN
AMGEN INC
+$139.6K
4,966
+4%
增持
NOW
SERVICENOW INC
-$138.9K
492
+1%
增持
PM
PHILIP MORRIS INTL INC
+$136.3K
4,219
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$129.2K
7,077
+30%
增持
MRK
MERCK & CO INC
-$126.4K
6,981
+2%
减持
MS
MORGAN STANLEY
-$126.1K
2,701
-16%
增持
DIS
DISNEY WALT CO
-$124.9K
6,114
+6%
减持
MCD
MCDONALDS CORP
-$124.3K
3,761
-15%
增持
LMT
LOCKHEED MARTIN CORP
+$123.9K
2,324
+20%
减持
SDY
SPDR SER TR
-$123.8K
15,542
-1%
减持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
-$123.6K
14,798
-20%
增持
LLY
ELI LILLY & CO
+$123.5K
4,079
+15%
减持
APH
AMPHENOL CORP NEW
-$123.1K
7,152
-9%
减持
IUSB
ISHARES TR
-$120.6K
61,967
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$120.4K
2,527
-12%
增持
GD
GENERAL DYNAMICS CORP
+$116.9K
4,170
+15%
增持
COP
CONOCOPHILLIPS
-$113.4K
7,974
+5%
增持
QUAL
ISHARES TR
-$109.9K
5,654
+3%
增持
KO
COCA COLA CO
+$108.8K
6,446
+18%
减持
MET
METLIFE INC
-$105.4K
7,205
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$105.3K
9,805
+1%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$101.9K
17,974
-10%
增持
—
EATON CORP PLC
-$97.6K
3,173
+21%
减持
IGSB
ISHARES TR
-$92.2K
90,216
-2%
增持
BTI
BRITISH AMERN TOB PLC
+$91.1K
8,405
+25%
增持
EEM
ISHARES TR
-$87.8K
42,495
+1%
增持
CVX
CHEVRON CORP NEW
-$87.8K
7,808
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$86.3K
9,934
+3%
增持
PEP
PEPSICO INC
+$86.0K
4,153
+19%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$85.1K
6,356
+4%
增持
VB
VANGUARD INDEX FDS
+$81.3K
4,182
+37%
增持
BX
BLACKSTONE INC
-$79.6K
2,215
+6%
减持
C
CITIGROUP INC
-$79.5K
5,676
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$76.4K
6,195
+28%
减持
—
ACCENTURE PLC IRELAND
-$76.1K
1,071
-1%
增持
HD
HOME DEPOT INC
-$76.0K
3,938
+10%
减持
—
TRANE TECHNOLOGIES PLC
-$74.7K
1,200
-0%
减持
WFC
WELLS FARGO CO NEW
-$74.3K
6,426
-5%
增持
MU
MICRON TECHNOLOGY INC
-$72.9K
6,182
+28%
减持
WMB
WILLIAMS COS INC
-$72.8K
3,903
-24%
减持
ADI
ANALOG DEVICES INC
-$71.9K
1,259
-5%
减持
UNP
UNION PAC CORP
-$71.7K
2,477
-5%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
-$68.9K
55,640
+2%
增持
NVO
NOVO-NORDISK A S
+$68.6K
6,481
+69%
增持
HON
HONEYWELL INTL INC
-$68.4K
3,154
+7%
增持
PANW
PALO ALTO NETWORKS INC
-$68.4K
4,403
+3%
增持
DBB
INVESCO DB MULTI-SECTOR COMM
-$66.9K
50,430
+1%
减持
PFE
PFIZER INC
-$66.3K
10,962
-4%
增持
DVY
ISHARES TR
+$64.1K
3,572
+28%
增持
PLD
PROLOGIS INC.
+$63.8K
8,965
+25%
减持
LNG
CHENIERE ENERGY INC
-$62.9K
1,439
-9%
增持
GOVT
ISHARES TR
+$61.8K
50,270
+3%
增持
PH
PARKER-HANNIFIN CORP
-$61.1K
596
+0%
减持
KMI
KINDER MORGAN INC DEL
-$60.7K
19,094
-1%
减持
VTV
VANGUARD INDEX FDS
-$60.5K
2,539
-6%
增持
IFRA
ISHARES TR
+$60.3K
8,351
+34%
增持
AMT
AMERICAN TOWER CORP NEW
+$56.7K
1,340
+7%
减持
COF
CAPITAL ONE FINL CORP
-$56.1K
1,651
-6%
减持
CSX
CSX CORP
-$55.9K
9,542
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$55.4K
8,473
+8%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$54.6K
23,955
-5%
增持
DLR
DIGITAL RLTY TR INC
-$53.9K
3,468
+14%
增持
VOO
VANGUARD INDEX FDS
-$52.9K
702
+0%
减持
TIPZ
PIMCO ETF TR
-$52.0K
4,558
-20%
