13F 机构持仓

White Pine Investment CO

LIVONIA MI · SEC CIK 0001318259

2026Q22026Q1 更早 9 个季度 🔒
$4.69亿2026Q2 申报市值
72持仓数
36.9%前十大占比 · 第一大 7.2%
7 / 2新建仓 / 清仓
申报市值走势$4.69亿2026Q2
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

BRK/B 7.2%
GOOGL 6.0%
FNDX 4.1%
GSIE 3.6%
FLTR 3.1%
USMV 2.7%
GDX 2.6%
IJK 2.5%
JAAA 2.5%
AAPL 2.5%

2026Q2 买入最多 按季末市值估算

PYLD 加仓+$433.89万
HONA 新建仓+$197.30万
XAR 新建仓+$123.70万
JAAA 加仓+$73.99万
FLTR 加仓+$50.98万

2026Q2 卖出最多 按季末市值估算

HON 减仓-$194.68万
PAYX 减仓-$131.49万
SFM 减仓-$75.89万
MPC 减仓-$61.95万
GOOGL 减仓-$55.61万

2026Q2 持仓明细 点表头排序

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
SHY iShares 1-3 Year Treasury Bond ETF $00.00%0 -4,635-100.0% -$38.30万 清仓
— Exxon Mobil Corp $00.00%0 -1,240-100.0% -$21.00万 清仓
CSCO Cisco Systems Inc $20.40万0.04%1,734 1,734— $20.40万 新建仓
SYK Stryker Corp $20.80万0.04%660 00.0% — 不变
LRCX Lam Research Corporation $20.80万0.04%480 480— $20.80万 新建仓
SBUX Starbucks Corp $21.60万0.05%2,114 2,114— $21.60万 新建仓
SCHB Schwab US Broad Market ETF $22.20万0.05%7,667 -464-5.7% -$1.34万 减仓
SOLS Solstice Advanced Materials Inc $22.30万0.05%2,513 -1,355-35.0% -$12.02万 减仓
ROK Rockwell Automation Inc $24.80万0.05%500 500— $24.80万 新建仓
DTE DTE Energy Co $25.50万0.05%1,673 -14-0.8% -$2,134 减仓
TSLA Tesla Inc $29.90万0.06%711 -408-36.5% -$17.16万 减仓
F Ford Motor Co $32.80万0.07%23,593 -833-3.4% -$1.16万 减仓
ABBV AbbVie Inc $33.10万0.07%1,315 1129.3% $2.82万 加仓
XLK Technology Select Sector SPDR $34.10万0.07%1,792 -101-5.3% -$1.92万 减仓
NOW Service Now Inc $40.00万0.09%4,024 4,024— $40.00万 新建仓
ADP Automatic Data Processing Inc $41.20万0.09%1,841 -17-0.9% -$3,804 减仓
JNJ Johnson & Johnson $41.90万0.09%1,650 00.0% — 不变
MINT PIMCO Enhanced Short Maturity Active ETF $48.20万0.10%4,782 51712.1% $5.21万 加仓
MRSH Marsh & McLennan Companies $48.60万0.10%2,914 -6-0.2% -$1,001 减仓
RODM Hartford Multifactor Dev Mkts (exUS) ETF $73.30万0.16%18,129 480.3% $1,941 加仓
XLU Utilities Select Sector SPDR F $74.80万0.16%16,501 1,53610.3% $6.96万 加仓
EPD Enterprise Products Partners L $84.80万0.18%23,080 00.0% — 不变
PAYX Paychex Inc $97.90万0.21%9,953 -13,368-57.3% -$131.49万 减仓
XAR SPDR S&P Aerospace & Defense ETF $123.70万0.26%4,358 4,358— $123.70万 新建仓
PYPL Paypal Holdings Inco $157.40万0.34%36,443 -7,553-17.2% -$32.62万 减仓
SCHF Schwab International Equity ET $172.10万0.37%62,128 9391.5% $2.60万 加仓
HONA Honeywell Aerospace Inc. $197.30万0.42%8,925 8,925— $197.30万 新建仓
HON Honeywell International $200.50万0.43%8,954 -8,694-49.3% -$194.68万 减仓
XLE Sector Spdr Engy Select $207.00万0.44%38,970 3921.0% $2.08万 加仓
XLI Industrial Select Sector SPDR $212.40万0.45%11,465 3102.8% $5.74万 加仓
VZ Verizon Communications Inc $357.80万0.76%84,509 -1,104-1.3% -$4.67万 减仓
QQQE Direxion NASDAQ-100 Equal Wtd ETF $475.00万1.01%38,934 1,6614.5% $20.26万 加仓
AMLP Alps Alerian Mlp Etf $484.30万1.03%93,412 1,0511.1% $5.45万 加仓
LH Laboratory Corp of America Hol $501.20万1.07%17,900 -126-0.7% -$3.53万 减仓
FIW First Trust Water ETF $540.10万1.15%49,314 1,5003.1% $16.43万 加仓
NVDA NVIDIA Corp $554.90万1.18%27,734 9053.4% $18.11万 加仓
SFM Sprouts Farmers Market Inc $557.50万1.19%65,909 -8,972-12.0% -$75.89万 减仓
CVX Chevron Corp $596.40万1.27%35,982 150.0% $2,486 加仓
NEE NextEra Energy Inc $610.60万1.30%69,563 9211.3% $8.08万 加仓
CNI Canadian National Railway Co $632.70万1.35%53,065 1700.3% $2.03万 加仓
AVEM Avantis Emerging Markets Equity ETF $698.90万1.49%72,436 2,8784.1% $27.77万 加仓
EFG iShares MSCI EAFE Growth ETF $707.00万1.51%56,823 3630.6% $4.52万 加仓
DGRW WisdomTree U.S. Quality Divide $723.70万1.54%75,688 1,6562.2% $15.83万 加仓
IEF iShares 7-10 Year Treasury Bond ETF $774.40万1.65%81,884 3,5614.5% $33.68万 加仓
AVLV Avantis US Large Cap Value ETF $774.70万1.65%84,938 5150.6% $4.70万 加仓
HDEF Xtrackers MSCI EAFE High Div Yld Eq ETF $788.80万1.68%245,428 -889-0.4% -$2.86万 减仓
AVUV Avantis US Small Cap Value ETF $824.20万1.76%66,063 8921.4% $11.13万 加仓
GIGB Goldman Sachs Acss Invmt Grd Corp Bd ETF $860.30万1.83%187,378 1,4030.8% $6.44万 加仓
ILCG iShares Morningstar Large-Cap Growth ETF $869.90万1.85%74,336 1,3121.8% $15.35万 加仓
AMZN Amazon.com Inc $875.30万1.87%36,724 180.0% $4,290 加仓
IJR iShares Core S&P Small-Cap ETF $886.80万1.89%59,794 -993-1.6% -$14.73万 减仓
META Meta Platforms Inc Class A $887.50万1.89%15,756 -4-0.0% -$2,253 减仓
MS Morgan Stanley $922.10万1.97%44,110 -856-1.9% -$17.89万 减仓
SCHM Schwab US Mid Cap ETF $922.90万1.97%250,309 6,5052.7% $23.98万 加仓
JPM JPMorgan Chase & Co $938.00万2.00%28,657 -257-0.9% -$8.41万 减仓
MSFT Microsoft Corp $953.00万2.03%25,547 -309-1.2% -$11.53万 减仓
QQQ Invesco QQQ Trust $1,000.20万2.13%13,583 2281.7% $16.79万 加仓
DON WisdomTree US MidCap Dividend ETF $1,003.50万2.14%177,549 2,1451.2% $12.12万 加仓
JUST Goldman Sachs Etf Tr Just Us Lrg Cp $1,083.30万2.31%101,530 -32-0.0% -$3,414 减仓
TIP iShares TIPS Bond ETF $1,092.60万2.33%99,847 2,2042.3% $24.12万 加仓
PYLD PIMCO Multisector Bond Active ETF $1,117.30万2.38%421,294 163,60463.5% $433.89万 加仓
SCHV Schwab U.S. Large-Cap Value ET $1,136.10万2.42%326,384 4170.1% $1.45万 加仓
MPC Marathon Petroleum Corp $1,140.50万2.43%44,610 -2,423-5.2% -$61.95万 减仓
SCHR Schwab Intermediate Treasury $1,169.40万2.49%474,217 14,8793.2% $36.69万 加仓
AAPL Apple Inc $1,184.20万2.52%40,922 1,0172.5% $29.43万 加仓
JAAA Janus Henderson AAA CLO ETF $1,189.40万2.54%235,578 14,6546.6% $73.99万 加仓
IJK Ishares S&P Midcap Growth $1,190.50万2.54%101,317 420.0% $4,935 加仓
GDX VanEck Vectors Gold Miners ETF $1,216.30万2.59%161,208 6,7444.4% $50.88万 加仓
USMV iShares Edge MSCI Min Vol USA $1,251.90万2.67%129,782 670.1% $6,463 加仓
FLTR VanEck Vectors Investment Grade Floating Rate ETF $1,473.20万3.14%575,230 19,9053.6% $50.98万 加仓
GSIE Goldman Sachs ActiveBeta Inter $1,688.80万3.60%369,545 1,3820.4% $6.32万 加仓
FNDX Schwab Fundamental U.S. Large $1,921.20万4.09%617,762 12,7482.1% $39.65万 加仓
GOOGL Alphabet Inc $2,824.00万6.02%79,021 -1,556-1.9% -$55.61万 减仓
BRK/B Berkshire Hathaway Inc $3,389.20万7.22%67,732 -184-0.3% -$9.21万 减仓