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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 55
减持 65
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
VGUS
VANGUARD INSTL INDEX FD
+$13.2M
174,037
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$8.2M
4,882
-89%
增持
BSV
VANGUARD BD INDEX FDS
+$4.7M
146,105
+70%
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。
减持
IVV
ISHARES TR
-$4.3M
26,964
-16%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$4.1M
54,588
增持
MSFT
MICROSOFT CORP
-$2.3M
22,332
+2%
减持
—
EXXON MOBIL CORP
+$1.2M
25,486
-2%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
17,309
-10%
增持
ORCL
ORACLE CORP
+$1.1M
9,810
+402%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
63,785
-2%
减持
GOOG
ALPHABET INC
-$979.9K
16,444
-9%
减持
WMT
WALMART INC
-$892.6K
40,150
-24%
减持
GOOGL
ALPHABET INC
-$865.1K
11,564
-14%
增持
AVGO
BROADCOM INC
-$772.5K
22,843
+1%
清仓
LIT
GLOBAL X FDS
-$763.3K
0
-100%
增持
ADBE
ADOBE INC
+$749.3K
5,782
+208%
减持
XLE
SELECT SECTOR SPDR TR
+$724.3K
46,898
-2%
增持
AMZN
AMAZON COM INC
-$723.0K
38,181
+2%
增持
LLY
ELI LILLY & CO
-$679.8K
4,815
+1%
增持
FDX
FEDEX CORP
+$637.2K
8,992
+1%
清仓
DBB
INVESCO DB MULTI-SECTOR COMM
-$611.0K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$596.7K
85,031
+41%
清仓
—
ASTRAZENECA PLC
-$536.3K
0
-100%
减持
QCOM
QUALCOMM INC
-$523.0K
9,762
-6%
减持
GS
GOLDMAN SACHS GROUP INC
-$522.0K
2,049
-20%
建仓
—
ASTRAZENECA PLC
+$493.1K
2,500
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$470.6K
10,912
+4%
减持
GLD
SPDR GOLD TR
-$456.7K
1,851
-41%
增持
IUSB
ISHARES TR
+$450.8K
81,340
+14%
增持
CVX
CHEVRON CORPORATION
+$444.6K
8,087
+0%
减持
MUB
ISHARES TR
-$440.3K
72,968
-5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$428.9K
25,122
+41%
清仓
—
NVIDIA CORPORATION
-$373.0K
0
-100%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$354.8K
56,316
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$353.3K
2,810
+1%
增持
MRK
MERCK & CO INC
+$351.3K
9,193
+28%
增持
NOW
SERVICENOW INC
+$349.4K
6,346
+210%
减持
MU
MICRON TECHNOLOGY INC
-$345.7K
3,542
-34%
减持
V
VISA INC
-$342.4K
5,734
-3%
减持
SOXX
ISHARES TR
-$332.5K
2,824
-33%
增持
AAPL
APPLE INC
-$326.2K
40,014
+4%
减持
COP
CONOCOPHILLIPS
+$324.1K
8,774
-2%
清仓
ADSK
AUTODESK INC
-$317.3K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$311.0K
14,963
+35%
减持
BSX
BOSTON SCIENTIFIC CORP
-$308.3K
7,907
-6%
清仓
BLK
BLACKROCK INC
-$296.8K
0
-100%
增持
TSLA
TESLA INC
-$294.9K
4,261
+2%
清仓
ADI
ANALOG DEVICES INC
-$290.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$288.2K
3,232
-0%
建仓
—
ASML HLDG NV
+$284.0K
215
建仓
EOG
EOG RES INC
+$283.2K
1,959
增持
COST
COSTCO WHOLESALE CORPORATION
+$270.6K
1,947
+1%
减持
MA
MASTERCARD INCORPORATED
-$268.7K
1,705
-13%
清仓
PFF
ISHARES TR
-$265.2K
0
-100%
增持
COMT
ISHARES U S ETF TR
+$260.7K
29,115
+0%
清仓
CAH
CARDINAL HEALTH INC
-$249.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$246.0K
5,848
+17%
减持
IXN
ISHARES TR
-$239.7K
8,135
-19%
清仓
BDX
BECTON DICKINSON & CO
-$235.6K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$231.5K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$231.5K
10,837
-8%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$229.3K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$229.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$228.3K
0
-100%
减持
APH
AMPHENOL CORP
-$227.2K
5,598
-19%
减持
NEE
NEXTERA ENERGY INC
+$225.6K
20,721
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$224.6K
11,314
+34%
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$224.5K
773
增持
SUB
ISHARES TR
+$221.6K
22,428
+10%
减持
KKR
KKR & CO INC
-$219.0K
3,790
-15%
减持
CAT
CATERPILLAR INC
+$217.0K
1,968
-4%
清仓
OGE
OGE ENERGY CORP
-$214.7K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$213.5K
0
-100%
建仓
—
TOTALENERGIES SE
+$212.4K
2,335
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$211.3K
0
-100%
建仓
T
AT&T INC
+$208.7K
7,198
清仓
FCNCA
FIRST CTZNS BANCSHARES INC D
-$208.2K
0
-100%
建仓
—
CHUBB LTD SWITZ
+$207.9K
638
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$207.6K
530
减持
AXP
AMERICAN EXPRESS CO
-$207.2K
1,539
-15%
清仓
MDLZ
MONDELEZ INTL INC
-$205.1K
0
-100%
清仓
IWF
ISHARES TR
-$203.0K
0
-100%
减持
LQD
ISHARES TR
-$190.6K
47,352
-2%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$181.3K
43,540
-7%
减持
EEM
ISHARES TR
-$180.6K
26,916
-14%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$176.7K
33,227
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$175.2K
2,290
+0%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$174.7K
38,079
+23%
增持
XLRE
SELECT SECTOR SPDR TR
+$174.0K
13,288
+45%
减持
MCK
MCKESSON CORP
-$169.8K
1,548
-16%
增持
—
EATON CORP PLC
+$163.9K
3,137
+4%
减持
IJR
ISHARES TR
-$161.8K
20,093
-9%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$160.4K
45,582
+17%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$157.8K
82,550
+25%
增持
SDY
SPDR SERIES TRUST
+$153.0K
14,599
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$150.2K
6,804
-7%
减持
KLAC
KLA CORP
-$145.1K
1,051
-25%
增持
PLD
PROLOGIS INC.
+$142.1K
11,038
+7%
减持
ABT
ABBOTT LABORATORIES
-$137.0K
4,533
-6%
减持
EMXC
ISHARES INC
-$136.9K
4,691
-33%
增持
IGSB
ISHARES TR
+$133.8K
91,163
+3%
减持
SLV
ISHARES SILVER TR
-$131.9K
3,500
-39%
减持
TFC
TRUIST FINL CORP
-$131.6K
13,533
-12%
增持
GD
GENERAL DYNAMICS CORP
+$129.8K
4,667
+7%
减持
BX
BLACKSTONE INC
-$128.6K
2,158
-12%
增持
TXN
TEXAS INSTRS INC
+$122.8K
2,038
+30%
减持
IVE
ISHARES TR
-$120.5K
18,295
-3%
减持
BAC
BANK AMERICA CORP
-$119.5K
6,072
-20%
增持
PG
PROCTER & GAMBLE CO
+$119.5K
17,812
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$118.6K
5,892
+22%
增持
NFLX
NETFLIX INC.
+$118.2K
7,939
+15%
增持
IFRA
ISHARES TR
+$117.0K
11,138
+13%
增持
VDC
VANGUARD WORLD FD
+$116.1K
1,860
+30%
减持
COF
CAPITAL ONE FINL CORP
-$115.7K
1,417
-8%
减持
WDC
WESTERN DIGITAL CORP
+$113.4K
2,370
-23%
减持
QUAL
ISHARES TR
-$111.2K
5,771
-6%
减持
AMGN
AMGEN INC
+$109.4K
5,046
-1%
减持
C
CITIGROUP INC
-$109.0K
4,793
-14%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$105.9K
35,004
+14%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$101.2K
8,127
+3%
增持
GEV
GE VERNOVA INC
+$99.3K
417
+3%
减持
LNG
CHENIERE ENERGY INC
+$95.6K
1,157
-3%
减持
DLR
DIGITAL RLTY TR INC
+$95.3K
4,215
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$94.9K
7,113
+11%
减持
XLC
SELECT SECTOR SPDR TR
-$92.4K
7,978
-4%
减持
VOO
VANGUARD INDEX FDS
-$89.7K
600
-16%
减持
KMI
KINDER MORGAN INC DEL
+$89.7K
18,270
-4%
增持
RTX
RTX CORPORATION
+$89.7K
6,445
+2%
增持
—
LINDE PLC
+$88.3K
886
+8%
减持
JNJ
JOHNSON & JOHNSON
+$88.3K
2,681
-2%
减持
GE
GE AEROSPACE
-$87.7K
1,737
-8%
增持
LOW
LOWES COS INC
+$86.6K
7,947
+7%
减持
XLF
SELECT SECTOR SPDR TR
-$86.2K
13,988
-1%
增持
VIS
VANGUARD WORLD FD
+$85.1K
1,366
+19%
减持
DUK
DUKE ENERGY CORP NEW
+$79.3K
9,419
-4%
减持
MS
MORGAN STANLEY
-$79.2K
2,138
-12%
减持
DE
DEERE & CO
+$74.2K
812
-1%
增持
D
DOMINION ENERGY INC
+$73.0K
5,744
+19%
增持
BTI
BRITISH AMERN TOB PLC
+$72.9K
9,110
+12%
减持
MET
METLIFE INC
-$72.2K
6,756
-3%
增持
IEFA
ISHARES TR
+$71.9K
3,934
+24%
增持
PANW
PALO ALTO NETWORKS INC
-$71.9K
4,700
+5%
减持
IXC
ISHARES TR
+$71.4K
5,113
-4%
减持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
-$70.7K
44,695
-4%
增持
DHR
DANAHER CORP DEL
-$70.1K
1,912
+1%
减持
PM
PHILIP MORRIS INTL INC
-$69.9K
3,199
-14%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$63.7K
1,042
-1%
减持
CVS
CVS HEALTH CORP
-$62.7K
4,429
-8%
增持
F
FORD MTR CO
-$62.7K
40,118
+0%
增持
CSX
CSX CORP
+$62.3K
11,994
+1%
