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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 71
减持 54
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.6M
45,110
-2%
增持
LLY
ELI LILLY & CO
+$1.6M
4,753
+2%
增持
GOOG
ALPHABET INC
+$1.3M
18,155
+1%
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
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$1.0M
46,406
+227%
增持
GOOGL
ALPHABET INC
+$969.8K
13,388
+1%
减持
MSFT
MICROSOFT CORP
-$769.4K
21,843
-0%
增持
IVV
ISHARES TR
+$762.8K
31,952
+1%
增持
AAPL
APPLE INC
+$681.8K
38,554
+0%
减持
META
META PLATFORMS INC
-$626.3K
2,747
-17%
减持
MU
MICRON TECHNOLOGY INC
+$614.9K
5,404
-3%
建仓
FFSM
FIDELITY COVINGTON TRUST
+$604.0K
19,682
增持
NFLX
NETFLIX INC
-$574.1K
6,881
+577%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$523.6K
3,239
+16%
增持
FDX
FEDEX CORP
+$491.1K
8,882
+1%
增持
AMZN
AMAZON COM INC
+$423.5K
37,583
+0%
减持
WMT
WALMART INC
+$423.2K
52,800
-0%
建仓
VHT
VANGUARD WORLD FD
+$355.5K
1,235
减持
UNH
UNITEDHEALTH GROUP INC
-$349.0K
811
-55%
减持
—
EATON CORP PLC
-$332.0K
3,008
-13%
清仓
NVO
NOVO-NORDISK A S
-$327.7K
0
-100%
增持
—
EXXON MOBIL CORP
+$319.0K
26,003
+4%
减持
AVGO
BROADCOM INC
+$309.1K
22,660
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$301.7K
6,141
-2%
建仓
NDAQ
NASDAQ INC
+$300.4K
3,093
建仓
GILD
GILEAD SCIENCES INC
+$294.5K
2,399
建仓
AMAT
APPLIED MATLS INC
+$288.1K
1,121
增持
IGSB
ISHARES TR
+$283.9K
88,082
+7%
清仓
—
ASML HOLDING N V
-$281.7K
0
-100%
清仓
EOG
EOG RES INC
-$280.1K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$278.7K
65,142
-2%
增持
CAT
CATERPILLAR INC
+$267.8K
2,055
+8%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$263.0K
65,866
+60%
增持
IUSB
ISHARES TR
+$259.9K
71,041
+9%
建仓
CAH
CARDINAL HEALTH INC
+$249.5K
1,214
增持
HD
HOME DEPOT INC
-$247.3K
4,675
+2%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$239.1K
384
清仓
HPQ
HP INC
-$238.1K
0
-100%
增持
AMGN
AMGEN INC
+$236.4K
5,090
+0%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$229.3K
3,450
建仓
FCX
FREEPORT-MCMORAN INC
+$227.7K
4,484
增持
GS
GOLDMAN SACHS GROUP INC
+$220.9K
2,566
+0%
清仓
—
DUPONT DE NEMOURS INC
-$220.0K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$219.1K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$218.7K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$211.8K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$210.9K
0
-100%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC D
+$208.2K
97
减持
PG
PROCTER AND GAMBLE CO
-$205.4K
17,119
-1%
增持
MUB
ISHARES TR
+$205.1K
76,425
+2%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$203.4K
0
-100%
建仓
IWF
ISHARES TR
+$203.0K
429
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$201.0K
0
-100%
清仓
WELL
WELLTOWER INC
-$200.2K
0
-100%
增持
KLAC
KLA CORP
+$196.6K
1,393
+0%
增持
LQD
ISHARES TR
+$192.0K
48,566
+5%
减持
ADBE
ADOBE INC
-$191.1K
1,875
-22%
增持
BSV
VANGUARD BD INDEX FDS
+$188.0K
85,956
+3%
减持
COMT
ISHARES U S ETF TR
-$187.0K
29,071
-14%
减持
BDX
BECTON DICKINSON & CO
-$181.6K
1,214
-46%
增持
IVE
ISHARES TR
+$179.6K
18,784
+2%
减持
—
TRANE TECHNOLOGIES PLC
-$174.1K
2,829
-6%
清仓
PCG
PG&E CORP
-$169.6K
0
-100%
增持
IJR
ISHARES TR
+$160.9K
22,130
+5%
增持
MRK
MERCK & CO INC
+$157.7K
7,168
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$151.2K
3,696
+6%
减持
COST
COSTCO WHSL CORP NEW
-$146.6K
1,936
-1%
减持
NKE
NIKE INC
-$145.4K
5,539
-22%
增持
RECS
COLUMBIA ETF TR I
+$143.3K
40,377
+8%
增持
ORCL
ORACLE CORP
-$143.2K
1,955
+5%
增持
SCHO
SCHWAB STRATEGIC TR
+$143.1K
60,196
+11%
减持
—
SPOTIFY TECHNOLOGY S A
-$138.0K
421
-23%
增持
SPY
SPDR S&P 500 ETF TR
+$133.7K
7,899
+0%
增持
SMH
VANECK ETF TRUST
+$132.0K
3,763
+0%
减持
PLD
PROLOGIS INC.
+$120.1K
10,316
-1%
减持
ZTS
ZOETIS INC
-$113.7K
2,190
-18%
减持
CMCSA
COMCAST CORP NEW
-$111.8K
8,497
-27%
减持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$109.0K
20,473
-23%
增持
SUB
ISHARES TR
+$108.4K
20,309
+5%
增持
NEE
NEXTERA ENERGY INC
+$107.0K
21,163
+0%
增持
—
ASTRAZENECA PLC
+$103.8K
5,834
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$99.9K
4,813
+4%
减持
WDC
WESTERN DIGITAL CORP
+$99.3K
3,063
-14%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$96.7K
46,598
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$96.6K
17,806
+10%
减持
GEV
GE VERNOVA INC
-$96.2K
405
-31%
减持
URI
UNITED RENTALS INC
-$96.2K
452
-7%
增持
BTI
BRITISH AMERN TOB PLC
+$95.6K
8,120
+18%
建仓
FTOH
PUTNAM ETF TRUST
+$94.8K
11,310
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$94.7K
10,518
-2%
减持
LRCX
LAM RESEARCH CORP
+$94.7K
2,870
-3%
增持
DHR
DANAHER CORPORATION
+$94.6K
1,890
+11%
增持
IBB
ISHARES TR
+$93.7K
3,341
+3%
减持
V
VISA INC
-$92.9K
5,917
-7%
增持
NOW
SERVICENOW INC
-$89.0K
2,050
+368%
减持
LIT
GLOBAL X FDS
+$87.8K
11,769
-1%
增持
ABBV
ABBVIE INC
+$81.6K
7,013
+7%
增持
JNJ
JOHNSON & JOHNSON
+$81.1K
2,740
+5%
增持
VB
VANGUARD INDEX FDS
+$79.9K
4,985
+5%
增持
PANW
PALO ALTO NETWORKS INC
-$77.7K
4,481
+1%
减持
MDLZ
MONDELEZ INTL INC
-$76.6K
3,811
-15%
增持
QUAL
ISHARES TR
+$76.6K
6,133
+4%
增持
EEM
ISHARES TR
+$74.1K
31,240
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$72.9K
2,281
-2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$69.7K
62,601
+1%
增持
F
FORD MTR CO
+$68.5K
40,064
+5%
减持
LNG
CHENIERE ENERGY INC
-$68.1K
1,197
-6%
增持
TFC
TRUIST FINL CORP
+$65.7K
15,317
+2%
减持
BX
BLACKSTONE INC
-$64.4K
2,444
-5%
增持
DBB
INVESCO DB MULTI-SECTOR COMM
+$64.4K
26,634
+0%
减持
TJX
TJX COS INC NEW
+$64.1K
8,072
-1%
减持
ANET
ARISTA NETWORKS INC
-$62.9K
1,752
-13%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$62.0K
2,511
-7%
减持
NOC
NORTHROP GRUMMAN CORP
-$60.3K
888
-5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$60.1K
42,910
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$59.9K
11,071
+7%
减持
PM
PHILIP MORRIS INTL INC
-$58.8K
3,733
-8%
增持
DUK
DUKE ENERGY CORP NEW
-$58.4K
9,846
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
-$58.1K
8,437
-5%
增持
SDY
SPDR SERIES TRUST
+$58.1K
14,211
+4%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$57.2K
59,145
+2%
减持
MCK
MCKESSON CORP
+$56.2K
1,840
-2%
增持
MCD
MCDONALDS CORP
+$55.4K
4,264
+4%
增持
EMXC
ISHARES INC
+$55.2K
6,960
+4%
增持
CRM
SALESFORCE INC
+$55.0K
1,750
+2%
减持
WFC
WELLS FARGO CO NEW
+$55.0K
7,712
-3%
减持
PH
PARKER-HANNIFIN CORP
+$54.8K
579
-3%
增持
COR
CENCORA INC
+$54.4K
905
+13%
减持
ABT
ABBOTT LABS
-$54.0K
4,808
-2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$53.1K
20,408
+6%
增持
IWM
ISHARES TR
+$52.4K
11,967
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$52.2K
2,781
-1%
减持
C
CITIGROUP INC
+$51.4K
5,592
-6%
减持
KKR
KKR & CO INC
-$51.3K
4,468
-6%
增持
XLE
SELECT SECTOR SPDR TR
+$50.8K
48,058
+105%
减持
APH
AMPHENOL CORP NEW
-$48.8K
6,915
-13%
增持
LOW
LOWES COS INC
-$44.7K
7,427
+2%
增持
COP
CONOCOPHILLIPS
+$44.5K
8,910
+7%
增持
EFV
ISHARES TR
+$42.3K
6,295
+5%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$42.1K
1,052
+4%
增持
IEMG
ISHARES INC
+$41.9K
12,239
+3%
减持
BLK
BLACKROCK INC
-$41.6K
277
-4%
减持
—
LINDE PLC
-$41.4K
823
-0%
减持
RTX
RTX CORPORATION
+$40.6K
6,290
-5%
增持
PFF
ISHARES TR
+$40.4K
8,566
+20%
减持
BA
BOEING CO
-$39.9K
1,206
-14%
增持
UBER
UBER TECHNOLOGIES INC
+$39.7K
3,474
+39%
减持
PNC
PNC FINL SVCS GROUP INC
-$39.7K
5,342
-7%
减持
TXN
TEXAS INSTRS INC
-$38.3K
1,573
-7%
增持
GOVT
ISHARES TR
+$35.0K
38,716
+5%
减持
CVS
CVS HEALTH CORP
-$34.4K
4,798
-13%
