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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 37
增持 94
减持 13
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$4.8M
65,830
+11%
增持
IVV
ISHARES TR
+$4.4M
31,677
+2%
增持
MSFT
MICROSOFT CORP
+$3.8M
22,403
+8%
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
AVGO
BROADCOM INC
+$3.0M
23,794
+6%
增持
BSV
VANGUARD BD INDEX FDS
+$2.6M
82,103
+67%
增持
AMZN
AMAZON COM INC
+$2.5M
38,756
+8%
增持
AAPL
APPLE INC
+$2.2M
41,744
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
20,525
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
7,596
+6%
增持
WMT
WALMART INC
+$955.2K
53,876
+1%
增持
META
META PLATFORMS INC
+$930.8K
3,589
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$879.6K
10,533
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$785.1K
2,652
+8%
增持
GOOG
ALPHABET INC
+$719.5K
17,763
+5%
增持
GOOGL
ALPHABET INC
+$719.5K
14,781
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$703.4K
1,635
-25%
增持
FDX
FEDEX CORP
+$627.6K
8,970
+16%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$626.1K
64,850
+8%
增持
IVE
ISHARES TR
+$615.2K
18,852
+1%
增持
IWM
ISHARES TR
+$596.3K
11,904
+1%
增持
NFLX
NETFLIX INC
+$575.4K
1,130
+10%
增持
KLAC
KLA CORP
+$542.2K
1,439
+9%
增持
SOXX
ISHARES TR
+$537.2K
4,155
+36%
增持
IJR
ISHARES TR
+$536.9K
21,027
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$521.0K
2,345
+11%
增持
VGT
VANGUARD WORLD FD
+$504.0K
2,276
+4%
增持
—
EATON CORP PLC
+$492.2K
3,562
+12%
增持
TSLA
TESLA INC
+$474.6K
4,616
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$470.4K
48,100
+5%
增持
GLD
SPDR GOLD TR
+$457.7K
3,525
+55%
增持
LLY
ELI LILLY & CO
+$449.3K
4,370
+7%
增持
QCOM
QUALCOMM INC
+$446.1K
10,393
+5%
建仓
ORCL
ORACLE CORP
+$426.5K
1,797
增持
SMH
VANECK ETF TRUST
+$426.2K
3,712
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$409.6K
6,483
+5%
建仓
GEV
GE VERNOVA INC
+$408.5K
790
增持
MA
MASTERCARD INCORPORATED
+$406.4K
2,234
+24%
增持
V
VISA INC
+$404.6K
6,906
+3%
增持
APH
AMPHENOL CORP NEW
+$403.9K
8,380
+17%
增持
RECS
COLUMBIA ETF TR I
+$375.0K
35,328
+10%
减持
IGSB
ISHARES TR
-$366.9K
82,107
-9%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$363.2K
34,842
+0%
增持
MUB
ISHARES TR
+$363.0K
72,151
+3%
增持
MU
MICRON TECHNOLOGY INC
+$359.3K
6,251
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$355.2K
4,111
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$340.2K
3,289
+8%
增持
WFC
WELLS FARGO CO NEW
+$327.5K
8,689
+35%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$325.8K
58,246
+5%
建仓
—
ASML HOLDING N V
+$323.4K
407
建仓
LRCX
LAM RESEARCH CORP
+$319.2K
3,230
增持
—
SPOTIFY TECHNOLOGY S A
+$315.4K
904
+38%
增持
—
EXXON MOBIL CORP
+$315.3K
25,443
+1%
增持
C
CITIGROUP INC
+$310.8K
7,263
+28%
增持
XLE
SELECT SECTOR SPDR TR
+$307.8K
22,341
+4%
增持
CAT
CATERPILLAR INC
+$306.1K
1,825
+19%
增持
IXN
ISHARES TR
+$303.9K
10,295
+3%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$301.6K
31,742
+6%
增持
NEE
NEXTERA ENERGY INC
+$299.3K
20,656
+8%
增持
XLY
SELECT SECTOR SPDR TR
+$295.0K
6,094
+2%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$291.4K
3,490
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$288.2K
138
减持
DBB
INVESCO DB MULTI-SECTOR COMM
-$287.5K
29,969
-41%
减持
USIG
ISHARES TR
-$287.3K
19,256
-25%
增持
PLD
PROLOGIS INC.
+$285.7K
10,095
+13%
增持
HD
HOME DEPOT INC
+$284.7K
4,318
+10%
减持
GOVT
ISHARES TR
-$284.4K
37,940
-25%
建仓
EQIX
EQUINIX INC
+$282.5K
359
增持
KKR
KKR & CO INC
+$279.8K
4,825
+17%
减持
CSCO
CISCO SYS INC
+$278.9K
17,660
-1%
建仓
EOG
EOG RES INC
+$278.3K
2,260
增持
PANW
PALO ALTO NETWORKS INC
+$275.4K
4,692
+7%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$268.6K
34,618
+6%
增持
VB
VANGUARD INDEX FDS
+$268.4K
4,434
+6%
建仓
—
ROYAL CARIBBEAN GROUP
+$262.6K
785
建仓
SCHW
SCHWAB CHARLES CORP
+$261.7K
2,861
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$260.5K
48,719
-17%
建仓
TEAM
ATLASSIAN CORPORATION
+$259.0K
1,213
建仓
WDC
WESTERN DIGITAL CORP
+$257.6K
3,898
增持
VTV
VANGUARD INDEX FDS
+$257.4K
3,605
+42%
减持
SDY
SPDR SERIES TRUST
+$257.3K
15,469
-0%
建仓
AMAT
APPLIED MATLS INC
+$256.4K
1,342
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$256.2K
2,805
建仓
BLK
BLACKROCK INC
+$252.4K
233
增持
LQD
ISHARES TR
+$249.0K
44,394
+2%
增持
NKE
NIKE INC
+$243.6K
6,906
+30%
增持
NOW
SERVICENOW INC
+$242.7K
575
+17%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$241.9K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
+$241.2K
6,550
-6%
清仓
TIPZ
PIMCO ETF TR
-$240.7K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$240.2K
3,175
增持
ABBV
ABBVIE INC
+$240.1K
6,633
+15%
建仓
EMR
EMERSON ELEC CO
+$238.6K
1,707
建仓
FITB
FIFTH THIRD BANCORP
+$234.6K
5,405
增持
GD
GENERAL DYNAMICS CORP
+$232.4K
4,387
+5%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$232.3K
2,841
清仓
UPS
UNITED PARCEL SERVICE INC
-$232.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$231.2K
2,013
+4%
建仓
DHR
DANAHER CORPORATION
+$229.6K
1,130
增持
GE
GE AEROSPACE
+$228.2K
1,797
+41%
建仓
BAC
BANK AMERICA CORP
+$227.5K
4,649
建仓
HPQ
HP INC
+$225.1K
8,657
建仓
D
DOMINION ENERGY INC
+$224.9K
3,956
建仓
HDV
ISHARES TR
+$224.3K
1,882
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$222.6K
7,617
增持
QUAL
ISHARES TR
+$221.8K
5,858
+4%
建仓
—
NXP SEMICONDUCTORS N V
+$220.3K
949
建仓
BP
BP PLC
+$219.1K
7,084
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$218.5K
37,621
+0%
建仓
—
DUPONT DE NEMOURS INC
+$217.6K
2,952
建仓
NDAQ
NASDAQ INC
+$217.6K
2,416
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$217.3K
1,765
增持
IEMG
ISHARES INC
+$211.5K
11,542
+13%
清仓
AIG
AMERICAN INTL GROUP INC
-$211.3K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$210.0K
8,511
+3%
建仓
QQQ
INVESCO QQQ TR
+$209.7K
377
建仓
RY
ROYAL BK CDA
+$209.4K
1,579
清仓
CCI
CROWN CASTLE INC
-$206.2K
0
-100%
建仓
ADSK
AUTODESK INC
+$205.5K
649
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$205.5K
0
-100%
增持
RTX
RTX CORPORATION
+$204.6K
6,365
+6%
建仓
XLI
SELECT SECTOR SPDR TR
+$203.7K
1,363
建仓
UBER
UBER TECHNOLOGIES INC
+$203.1K
2,169
增持
LOW
LOWES COS INC
+$201.4K
7,048
+6%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$200.8K
2,645
增持
HWM
HOWMET AEROSPACE INC
+$189.8K
2,176
+22%
建仓
PCG
PG&E CORP
+$188.7K
13,567
增持
BSX
BOSTON SCIENTIFIC CORP
+$185.0K
9,059
+8%
减持
DIS
DISNEY WALT CO
+$178.5K
5,469
-11%
增持
SHEL
SHELL PLC
+$177.8K
12,285
+4%
增持
—
TRANE TECHNOLOGIES PLC
+$177.2K
1,270
+6%
增持
COF
CAPITAL ONE FINL CORP
+$167.3K
1,896
+15%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$166.8K
28,921
+21%
增持
DLR
DIGITAL RLTY TR INC
+$164.0K
3,685
+6%
增持
DE
DEERE & CO
+$160.5K
798
+29%
减持
TFC
TRUIST FINL CORP
+$160.3K
16,019
-2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$158.5K
19,984
+11%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$157.6K
37,032
+19%
增持
ADBE
ADOBE INC
+$154.3K
2,376
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$153.6K
13,473
+5%
增持
NVO
NOVO-NORDISK A S
+$151.6K
7,964
+23%
增持
PM
PHILIP MORRIS INTL INC
+$146.0K
4,336
+3%
减持
AXP
AMERICAN EXPRESS CO
+$142.6K
1,785
-7%
增持
SUB
ISHARES TR
+$139.8K
16,709
+7%
增持
LNG
CHENIERE ENERGY INC
+$139.7K
1,815
+26%
增持
F
FORD MTR CO
+$139.5K
40,435
+4%
增持
AMGN
AMGEN INC
+$132.5K
5,111
+3%
减持
USHY
ISHARES TR
-$132.3K
14,856
-24%
增持
TXN
TEXAS INSTRS INC
+$132.2K
1,863
+1%
增持
—
LINDE PLC
+$131.8K
1,134
+15%
增持
URI
UNITED RENTALS INC
+$125.4K
473
+5%
