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Pines Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Pines Wealth Management, LLC

No.5303 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.48亿
环比变动 Q1 2026
+$3,882.1万+12.6%
持仓股票数
219
新买入
17
加仓
97
减仓
97
清仓
13
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·INSTL INDEX FDVGUS
5.86%4.26%$2,037.2万26.9万股$1,316.8万17.4万股+9.5万股+54.71%加仓
IiShares安硕信托IVV
5.84%5.7%$2,031.8万2.7万股$1,761.3万2.7万股+167股+0.62%加仓
英伟达NVDA
3.63%3.6%$1,262.9万6.3万股$1,112.4万6.4万股-666股-1.04%减仓
苹果AAPL
3.35%3.29%$1,164.4万4.0万股$1,015.5万4.0万股+228股+0.57%加仓
V先锋领航债券指数基金BSV
3.31%3.71%$1,152.7万14.8万股$1,145.6万14.6万股+1,845股+1.26%加仓
亚马逊AMZN
2.68%2.57%$932.9万3.9万股$795.2万3.8万股+962股+2.52%加仓
博通AVGO
2.4%2.29%$833.5万2.2万股$707.0万2.3万股-778股-3.41%减仓
微软MSFT
2.37%2.68%$825.8万2.2万股$826.7万2.2万股-195股-0.87%减仓
IiShares安硕信托GVI
2.36%2.51%$820.9万7.6万股$774.6万7.3万股+3,307股+4.53%加仓
SSPDR标普500 ETFSPY
1.71%1.71%$594.1万7,956股$528.5万8,127股-171股-2.10%减仓
礼来LLY
1.64%1.43%$571.6万4,765股$442.9万4,815股-50股-1.04%减仓
AAlphabet Inc Class CGOOG
1.62%1.53%$565.0万1.6万股$471.7万1.6万股-452股-2.75%减仓
摩根大通JPM
1.62%1.65%$561.7万1.7万股$509.2万1.7万股-148股-0.86%减仓
IiShares安硕信托LQD
1.53%1.67%$530.8万4.9万股$516.1万4.7万股+1,317股+2.78%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.47%1.55%$510.5万9.7万股$479.2万9.1万股+6,242股+6.85%加仓
沃尔玛WMT
1.3%1.62%$451.2万4.0万股$499.0万4.0万股-313股-0.78%减仓
谷歌AGOOGL
1.2%1.08%$418.8万1.2万股$332.5万1.2万股+156股+1.35%加仓
IiShares安硕·S&PIVE
1.2%1.25%$418.0万1.8万股$386.3万1.8万股+113股+0.62%加仓
V先锋领航·INSTL INDEX FDVBIL
1.18%1.34%$409.9万5.4万股$413.0万5.5万股-430股-0.79%减仓
IiShares安硕信托IUSB
1.11%1.22%$385.3万8.3万股$375.7万8.1万股+2,153股+2.65%加仓
IiShares安硕·RUSSELLIWM
1.08%0.96%$375.0万1.2万股$298.0万1.2万股+466股+3.88%加仓
美光科技MU
1.05%0.39%$366.7万3,177股$119.7万3,542股-365股-10.30%减仓
AMD超威AMD
0.92%0.43%$318.8万5,488股$132.2万6,501股-1,013股-15.58%减仓
IIBMIBM
0.91%0.86%$315.5万1.1万股$264.5万1.1万股+306股+2.80%加仓
科磊KLAC
0.89%0.5%$310.6万1.0万股$154.8万1,051股+9,243股+879.45%加仓
IiShares安硕·COREIJR
0.86%0.81%$300.7万2.0万股$249.8万2.0万股+184股+0.92%加仓
联邦快递FDX
0.83%1.04%$287.3万9,175股$320.3万8,992股+183股+2.04%加仓
宝洁PG
0.78%0.83%$270.4万1.8万股$257.3万1.8万股+625股+3.51%加仓
IiShares安硕信托GVI
0.73%0.77%$255.1万2.4万股$238.9万2.2万股+1,528股+6.81%加仓
CCAPITAL CORE EQUITY ETCGUS
0.71%0.7%$245.4万5.5万股$216.4万5.6万股-1,146股-2.03%减仓
V先锋领航全球基金VGT
0.65%0.57%$224.8万1.9万股$176.9万2,536股+1.6万股+641.52%加仓
SSPDR行业精选信托XLE
0.62%0.93%$216.9万4.1万股$287.3万4.7万股-6,052股-12.90%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.62%0.67%$215.2万8.9万股$206.4万8.5万股+4,135股+4.86%加仓
C资本集团股息价值CCBG
0.61%0.6%$213.9万4.3万股$185.2万4.4万股-144股-0.33%减仓
VisaV
0.59%0.56%$205.1万5,978股$173.3万5,734股+244股+4.26%加仓
卡特彼勒CAT
0.59%0.45%$203.6万1,912股$139.4万1,968股-56股-2.85%减仓
高盛GS
0.57%0.56%$199.4万1,972股$173.3万2,049股-77股-3.76%减仓
艾伯维ABBV
0.56%0.54%$196.5万7,808股$165.4万7,607股+201股+2.64%加仓
CCAPITAL CONSERVATIVE ECGCV
0.55%0.57%$192.9万5.9万股$175.0万5.9万股+75股+0.13%加仓
CCOLUMBIA ETF TR IRECS
0.55%0.52%$191.8万4.4万股$160.4万4.1万股+3,167股+7.69%加仓
家得宝HD
0.55%0.53%$191.3万5,425股$164.8万5,011股+414股+8.26%加仓
好市多COST
0.54%0.63%$187.7万2,007股$194.0万1,947股+60股+3.08%加仓
SSPDR道富系列信托SDY
0.54%0.69%$187.7万1.2万股$213.1万1.5万股-2,264股-15.51%减仓
V先锋领航指数基金VB
0.54%0.5%$187.4万6,184股$153.2万5,848股+336股+5.75%加仓
VanEck ETF信托SMH
0.53%0.43%$185.6万2,829股$132.0万3,443股-614股-17.83%减仓
AMGEN COMAMGN
0.52%0.57%$182.3万5,035股$177.5万5,046股-11股-0.22%减仓
Meta平台META
0.52%0.59%$180.8万3,209股$181.9万3,179股+30股+0.94%加仓
N新纪元能源NEE
0.52%0.62%$180.6万2.1万股$192.5万2.1万股-142股-0.69%减仓
思科CSCO
0.51%0.44%$178.6万1.5万股$134.7万1.7万股-2,160股-12.44%减仓
Q高通QCOM
0.51%0.41%$177.7万9,616股$125.7万9,762股-146股-1.50%减仓

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