13F 机构持仓

WHITE PINE CAPITAL LLC

BLOOMINGTON MN · SEC CIK 0001137429

2026Q22026Q1 更早 9 个季度 🔒
$7.23亿2026Q1 申报市值
231持仓数
24.1%前十大占比 · 第一大 3.9%
12 / 0新建仓 / 清仓
申报市值走势$4.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MMM 3.9%
AAPL 3.6%
MSFT 3.2%
IVV 2.7%
GOOGL 2.1%
JNJ 1.7%
AMZN 1.7%
GLD 1.7%
SPY 1.7%
AXTI 1.7%

2026Q1 买入最多 按季末市值估算

MMM 加仓+$1,420.47万
AAPL 加仓+$1,315.57万
MSFT 加仓+$1,152.02万
IVV 加仓+$992.12万
GOOGL 加仓+$765.31万

2026Q1 卖出最多 按季末市值估算

AXTI 减仓-$1,157.28万
VELO 减仓-$94.72万
AAOI 减仓-$24.57万
HONEYWELL INTL I 减仓-$4,520

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
CVS CVS HEALTH CORPORATION $00.00%0 —— — 申报中断
— MOVING IMAGE TECHNOLOGIES INC $3.15万0.00%60,882 30,441100.0% $1.58万 加仓
— HAIN CELESTIAL GROUP INC $4.47万0.01%64,000 64,000— $4.47万 新建仓
RBBN RIBBON COMMUNICATIONS INC $5.65万0.01%26,670 13,335100.0% $2.83万 加仓
— IQE PLC $9.88万0.01%306,000 306,000— $9.88万 新建仓
LSCC LATTICE SEMICONDUCTOR CORP $23.08万0.03%2,488 2,488— $23.08万 新建仓
URI UNITED RENTALS INC $40.16万0.06%552 276100.0% $20.08万 加仓
CI CIGNA CORP $40.60万0.06%1,522 761100.0% $20.30万 加仓
YUM YUM! BRANDS INC $41.98万0.06%2,700 1,350100.0% $20.99万 加仓
TU TELUS CORPORATION $42.18万0.06%32,878 13,52969.9% $17.36万 加仓
DHI DR HORTON INC $43.36万0.06%3,160 1,745123.3% $23.94万 加仓
SOLS SOLSTICE ADVANCED MATERIALS IN $43.66万0.06%5,732 5,732— $43.66万 新建仓
— WARNER BROS DISCOVERY INC $44.18万0.06%16,088 8,02799.6% $22.04万 加仓
CSX CSX CORP COM $45.09万0.06%10,984 10,984— $45.09万 新建仓
MET METLIFE INC $45.37万0.06%6,416 3,208100.0% $22.69万 加仓
TXN TEXAS INSTRUMENTS INC $46.05万0.06%2,372 1,13691.9% $22.05万 加仓
PSA PUBLIC STORAGE INC $51.09万0.07%1,886 77870.2% $21.07万 加仓
EZU ISHARES MSCI EUROZONE ETF $51.19万0.07%8,172 4,086100.0% $25.59万 加仓
IYW ISHARES US TECHNOLOGY ETF $51.96万0.07%2,864 1,432100.0% $25.98万 加仓
CL COLGATE-PALMOLIVE CO $52.09万0.07%6,112 3,056100.0% $26.04万 加仓
IFF INTL FLAVORS & FRAGRANCES $53.00万0.07%7,304 3,672101.1% $26.64万 加仓
FCX FREEPORT-MCMORAN INC $53.49万0.07%9,100 4,550100.0% $26.74万 加仓
DUOT DUOS TECHNOLOGIES GROUP INC $54.43万0.08%79,341 79,341— $54.43万 新建仓
TKR TIMKEN COMPANY $54.69万0.08%5,438 2,719100.0% $27.34万 加仓
HBAN HUNTINGTON BANCSHARES INC $55.35万0.08%35,368 16,68489.3% $26.11万 加仓
TFC TRUIST FINANCIAL CORP $55.67万0.08%12,110 12,110— $55.67万 新建仓
INOD INNODATA INC $57.52万0.08%14,895 6,70281.8% $25.88万 加仓
MTZ MASTEC INC $57.91万0.08%1,800 1,800— $57.91万 新建仓
WYNN WYNN RESORTS LTD $58.70万0.08%5,780 2,890100.0% $29.35万 加仓
DAR DARLING INGREDIENTS INC $59.01万0.08%9,540 9,540— $59.01万 新建仓
KO COCA COLA CO COM $59.65万0.08%7,844 3,937100.8% $29.94万 加仓
LLY ELI LILLY CO $60.70万0.08%660 330100.0% $30.35万 加仓
GD GENERAL DYNAMICS CO $60.75万0.08%1,770 885100.0% $30.38万 加仓
APA APA CORPORATION $61.00万0.08%14,374 14,374— $61.00万 新建仓
GS GOLDMAN SACHS GROUP INC $64.46万0.09%762 381100.0% $32.23万 加仓
LOW LOWES COS INC COM $65.21万0.09%2,760 1,389101.3% $32.82万 加仓
CAH CARDINAL HEALTH INC COM $65.99万0.09%3,124 1,562100.0% $33.00万 加仓
SYK STRYKER CORP $67.69万0.09%2,060 1,030100.0% $33.84万 加仓
TMO THERMO FISHER SCIENTIFIC INC $67.93万0.09%1,382 699102.3% $34.36万 加仓
SBUX STARBUCKS CORP $71.10万0.10%7,936 3,94899.0% $35.37万 加仓
COP CONOCOPHILLIPS $73.15万0.10%5,542 2,771100.0% $36.58万 加仓
APD AIR PRODUCTS & CHEMICAL $73.26万0.10%2,522 1,262100.2% $36.66万 加仓
MPC MARATHON PETROLEUM CORP $73.74万0.10%3,020 1,510100.0% $36.87万 加仓
SO SOUTHERN CO COM $74.26万0.10%7,694 3,997108.1% $38.58万 加仓
NEE NEXTERA ENERGY INC $76.14万0.11%8,198 4,099100.0% $38.07万 加仓
LH LABCORP HOLDINGS INC COM $76.41万0.11%2,864 1,32185.6% $35.25万 加仓
SERV SERVE ROBOTICS INC $78.54万0.11%93,057 54,488141.3% $45.99万 加仓
VIG VANGUARD DIV APPRECIATION INDE $79.16万0.11%3,680 1,840100.0% $39.58万 加仓
IEFA ISHARES CORE MSCI EAFE ETF $79.21万0.11%8,750 4,37199.8% $39.57万 加仓
KVUE KENVUE INC $79.58万0.11%46,162 23,081100.0% $39.79万 加仓
AMGN AMGEN INC COM $79.80万0.11%2,268 1,09493.2% $38.49万 加仓
ET ENERGY TRANSFER LP $81.95万0.11%42,460 21,430101.9% $41.36万 加仓
MCO MOODY'S CORP $82.54万0.11%1,892 85482.3% $37.26万 加仓
ENVX ENOVIX CORP $84.12万0.12%162,390 72,32980.3% $37.47万 加仓
GILD GILEAD SCIENCES $85.41万0.12%6,128 3,064100.0% $42.70万 加仓
VELO VELO3D INC $87.88万0.12%93,589 -100,874-51.9% -$94.72万 减仓
KMI KINDER MORGAN INC $87.98万0.12%26,240 13,120100.0% $43.99万 加仓
PYPL PAYPAL HOLDINGS INC $88.56万0.12%19,582 6,94154.9% $31.39万 加仓
PFE PFIZER INC COM $91.63万0.13%32,632 19,241143.7% $54.03万 加仓
RDVT RED VIOLET INC $94.22万0.13%27,232 12,31282.5% $42.60万 加仓
CRM SALESFORCE.COM INC $95.20万0.13%5,100 2,54099.2% $47.41万 加仓
ORLY OREILLY AUTOMOTIVE INC NEW $95.54万0.13%10,350 5,175100.0% $47.77万 加仓
FWRG FIRST WATCH RESTAURANT GROUP $96.75万0.13%92,316 62,327207.8% $65.32万 加仓
HD HOME DEPOT INC COM $97.35万0.13%2,960 1,525106.3% $50.16万 加仓
EWX SPDR S&P EMERGING MKT SM CAP E $97.86万0.14%14,800 7,400100.0% $48.93万 加仓
QQQ INVESCO QQQ TRUST UNIT SER 1 $97.95万0.14%1,698 849100.0% $48.97万 加仓
CMT CORE MOLDING TECHNOLOGIES INC $98.61万0.14%44,024 19,83082.0% $44.42万 加仓
HYG ISHARES IBOXX HIGH YLD CORPORA $100.68万0.14%12,654 6,327100.0% $50.34万 加仓
GIS GENERAL MILLS INC $107.29万0.15%28,826 17,413152.6% $64.81万 加仓
KMB KIMBERLY CLARK CORP COM $107.56万0.15%11,150 6,785155.4% $65.45万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INC $107.91万0.15%15,160 7,42996.1% $52.88万 加仓
HLIT HARMONIC INC $108.52万0.15%120,842 53,94680.6% $48.44万 加仓
AVAV AEROVIRONMENT INC $108.81万0.15%5,944 2,972100.0% $54.40万 加仓
USB US BANCORP $111.49万0.15%21,438 10,61998.2% $55.23万 加仓
CHRW C H ROBINSON WORLDWIDE COM $111.53万0.15%6,716 3,358100.0% $55.77万 加仓
ALNT ALLIENT INC COM $112.40万0.16%19,022 8,66683.7% $51.21万 加仓
MDT MEDTRONIC PLC $113.51万0.16%13,100 6,552100.1% $56.77万 加仓
OSK OSHKOSH CORPORATION $118.95万0.16%8,080 4,02799.4% $59.28万 加仓
BBY BEST BUY INC COM $119.25万0.16%18,574 15,766561.5% $101.22万 重新持有
AEHR AEHR TEST SYSTEMS $119.68万0.17%32,276 7,57530.7% $28.09万 加仓
EOG EOG RES INC COM $119.82万0.17%8,288 4,13999.8% $59.84万 加仓
— BIRCHTECH CORP $121.80万0.17%641,058 641,058— $121.80万 新建仓
DHR DANAHER CORP $122.37万0.17%6,454 3,19898.2% $60.63万 加仓
UPS UNITED PARCEL SERVICE CL B $122.48万0.17%12,450 9,915391.1% $97.54万 加仓
ACLS AXCELIS TECHNOLOGIES INC $124.19万0.17%13,342 6,671100.0% $62.09万 加仓
VOO VANGUARD S&P 500 ETF $125.49万0.17%2,100 1,050100.0% $62.74万 加仓
HRL HORMEL FOODS CORP COM $125.76万0.17%55,522 30,971126.1% $70.15万 加仓
WAB WABTEC CORP $127.23万0.18%5,092 2,546100.0% $63.61万 加仓
SWKS SKYWORKS SOLUTIONS INC $127.23万0.18%23,760 11,880100.0% $63.61万 加仓
IWP ISHARES RUSSELL MID-CAP GROWTH $128.43万0.18%10,024 5,012100.0% $64.21万 加仓
AMBA AMBARELLA INC $128.79万0.18%25,020 11,06879.3% $56.97万 加仓
DIS DISNEY WALT CO COM $130.86万0.18%13,578 6,73798.5% $64.93万 加仓
ENB ENBRIDGE INC $130.87万0.18%24,172 12,086100.0% $65.43万 加仓
LITE LUMENTUM HOLDINGS INC $130.99万0.18%1,864 85785.1% $60.23万 加仓
DUK DUKE ENERGY CORP COM $131.80万0.18%10,066 6,398174.4% $83.78万 加仓
VWO VANGUARD FTSE EMERGING MARKETS $131.90万0.18%24,404 12,202100.0% $65.95万 加仓
EPD ENTERPRISE PRODUCTS PARTNERS L $134.61万0.19%35,572 20,336133.5% $76.95万 加仓
WINA WINMARK CORP $135.11万0.19%3,160 1,55196.4% $66.31万 加仓
LEU CENTRUS ENERGY CORP $135.31万0.19%7,795 5,289211.1% $91.81万 加仓
COST COSTCO WHOLESALE CORP $141.49万0.20%1,420 715101.4% $71.24万 加仓