White Pine Investment CO
LIVONIA MI · SEC CIK 0001318259
$4.30亿2026Q1 申报市值
67持仓数
37.8%前十大占比 · 第一大 7.6%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PYLD 新建仓+$675.10万
JAAA 加仓+$128.24万
IEF 加仓+$72.25万
AVEM 加仓+$63.55万
SCHR 加仓+$57.20万
2026Q1 卖出最多 按季末市值估算
MS 减仓-$104.81万
GOOGL 减仓-$103.61万
BRK/B 减仓-$65.12万
CVX 减仓-$60.22万
MPC 减仓-$51.96万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc | $3,254.50万 | 7.56% | 67,916 | -1,359 | -2.0% | -$65.12万 | 减仓 |
| GOOGL | Alphabet Inc | $2,317.10万 | 5.38% | 80,577 | -3,603 | -4.3% | -$103.61万 | 减仓 |
| FNDX | Schwab Fundamental U.S. Large | $1,685.00万 | 3.92% | 605,014 | 15,330 | 2.6% | $42.69万 | 加仓 |
| GSIE | Goldman Sachs ActiveBeta Inter | $1,587.90万 | 3.69% | 368,163 | -4,982 | -1.3% | -$21.49万 | 减仓 |
| GDX | VanEck Vectors Gold Miners ETF | $1,417.50万 | 3.29% | 154,464 | -1,823 | -1.2% | -$16.73万 | 减仓 |
| FLTR | VanEck Vectors Investment Grade Floating Rate ETF | $1,415.00万 | 3.29% | 555,325 | 22,279 | 4.2% | $56.77万 | 加仓 |
| USMV | iShares Edge MSCI Min Vol USA | $1,203.00万 | 2.80% | 129,715 | -1,159 | -0.9% | -$10.75万 | 减仓 |
| MPC | Marathon Petroleum Corp | $1,148.50万 | 2.67% | 47,033 | -2,128 | -4.3% | -$51.96万 | 减仓 |
| SCHR | Schwab Intermediate Treasury | $1,144.20万 | 2.66% | 459,338 | 22,962 | 5.3% | $57.20万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF | $1,112.80万 | 2.59% | 220,924 | 25,460 | 13.0% | $128.24万 | 加仓 |
| TIP | iShares TIPS Bond ETF | $1,077.60万 | 2.50% | 97,643 | 3,124 | 3.3% | $34.48万 | 加仓 |
| IJK | Ishares S&P Midcap Growth | $1,019.00万 | 2.37% | 101,275 | 292 | 0.3% | $2.94万 | 加仓 |
| AAPL | Apple Inc | $1,012.70万 | 2.35% | 39,905 | -1,771 | -4.2% | -$44.94万 | 减仓 |
| SCHV | Schwab U.S. Large-Cap Value ET | $994.20万 | 2.31% | 325,967 | -2,561 | -0.8% | -$7.81万 | 减仓 |
| MSFT | Microsoft Corp | $957.10万 | 2.22% | 25,856 | -305 | -1.2% | -$11.29万 | 减仓 |
| JUST | Goldman Sachs Etf Tr Just Us Lrg Cp | $939.40万 | 2.18% | 101,562 | -62 | -0.1% | -$5,735 | 减仓 |
| DON | WisdomTree US MidCap Dividend ETF | $921.60万 | 2.14% | 175,404 | 2,066 | 1.2% | $10.86万 | 加仓 |
| META | Meta Platforms Inc Class A | $901.70万 | 2.10% | 15,760 | -39 | -0.2% | -$2.23万 | 减仓 |
| GIGB | Goldman Sachs Acss Invmt Grd Corp Bd ETF | $851.80万 | 1.98% | 185,975 | -376 | -0.2% | -$1.72万 | 减仓 |
| JPM | JPMorgan Chase & Co | $850.50万 | 1.98% | 28,914 | -1,273 | -4.2% | -$37.45万 | 减仓 |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | $798.30万 | 1.85% | 246,317 | -6,558 | -2.6% | -$21.25万 | 减仓 |
| QQQ | Invesco QQQ Trust | $770.80万 | 1.79% | 13,355 | 765 | 6.1% | $44.15万 | 加仓 |
| AMZN | Amazon.com Inc | $764.50万 | 1.78% | 36,706 | 204 | 0.6% | $4.25万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $755.60万 | 1.76% | 60,787 | -1,001 | -1.6% | -$12.44万 | 减仓 |
| SCHM | Schwab US Mid Cap ETF | $754.80万 | 1.75% | 243,804 | 6,507 | 2.7% | $20.15万 | 加仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $747.50万 | 1.74% | 78,323 | 7,570 | 10.7% | $72.25万 | 加仓 |
| CVX | Chevron Corp | $744.10万 | 1.73% | 35,967 | -2,911 | -7.5% | -$60.22万 | 减仓 |
| MS | Morgan Stanley | $740.00万 | 1.72% | 44,966 | -6,369 | -12.4% | -$104.81万 | 减仓 |
| AVUV | Avantis US Small Cap Value ETF | $719.90万 | 1.67% | 65,171 | 1,460 | 2.3% | $16.13万 | 加仓 |
| ILCG | iShares Morningstar Large-Cap Growth ETF | $697.20万 | 1.62% | 73,024 | 4,628 | 6.8% | $44.19万 | 加仓 |
| AVLV | Avantis US Large Cap Value ETF | $680.50万 | 1.58% | 84,423 | 1,907 | 2.3% | $15.37万 | 加仓 |
| PYLD | PIMCO Multisector Bond Active ETF | $675.10万 | 1.57% | 257,690 | 257,690 | — | $675.10万 | 新建仓 |
| DGRW | WisdomTree U.S. Quality Divide | $650.30万 | 1.51% | 74,032 | 2,186 | 3.0% | $19.20万 | 加仓 |
| NEE | NextEra Energy Inc | $637.50万 | 1.48% | 68,642 | 184 | 0.3% | $1.71万 | 加仓 |
| EFG | iShares MSCI EAFE Growth ETF | $628.80万 | 1.46% | 56,460 | 683 | 1.2% | $7.61万 | 加仓 |
| SFM | Sprouts Farmers Market Inc | $577.60万 | 1.34% | 74,881 | -2,268 | -2.9% | -$17.49万 | 减仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $560.50万 | 1.30% | 69,558 | 7,886 | 12.8% | $63.55万 | 加仓 |
| CNI | Canadian National Railway Co | $543.60万 | 1.26% | 52,895 | 561 | 1.1% | $5.77万 | 加仓 |
| FIW | First Trust Water ETF | $493.10万 | 1.15% | 47,814 | 612 | 1.3% | $6.31万 | 加仓 |
| AMLP | Alps Alerian Mlp Etf | $486.20万 | 1.13% | 92,361 | -685 | -0.7% | -$3.61万 | 减仓 |
| LH | Laboratory Corp of America Hol | $481.00万 | 1.12% | 18,026 | -354 | -1.9% | -$9.45万 | 减仓 |
| NVDA | NVIDIA Corp | $467.90万 | 1.09% | 26,829 | 654 | 2.5% | $11.41万 | 加仓 |
| VZ | Verizon Communications Inc | $429.80万 | 1.00% | 85,613 | -8,633 | -9.2% | -$43.34万 | 减仓 |
| — | Honeywell International | $398.90万 | 0.93% | 17,648 | -224 | -1.3% | -$5.06万 | 减仓 |
| QQQE | Direxion NASDAQ-100 Equal Wtd ETF | $367.30万 | 0.85% | 37,273 | 2,624 | 7.6% | $25.86万 | 加仓 |
| XLE | Sector Spdr Engy Select | $236.30万 | 0.55% | 38,578 | -155 | -0.4% | -$9,494 | 减仓 |
| PAYX | Paychex Inc | $214.80万 | 0.50% | 23,321 | -311 | -1.3% | -$2.86万 | 减仓 |
| PYPL | Paypal Holdings Inco | $199.00万 | 0.46% | 43,996 | 84 | 0.2% | $3,799 | 加仓 |
| XLI | Industrial Select Sector SPDR | $180.40万 | 0.42% | 11,155 | 2,224 | 24.9% | $35.97万 | 加仓 |
| SCHF | Schwab International Equity ET | $151.40万 | 0.35% | 61,189 | -1,586 | -2.5% | -$3.92万 | 减仓 |
| EPD | Enterprise Products Partners L | $87.30万 | 0.20% | 23,080 | 0 | 0.0% | — | 不变 |
| RODM | Hartford Multifactor Dev Mkts (exUS) ETF | $71.30万 | 0.17% | 18,081 | 0 | 0.0% | — | 不变 |
| XLU | Utilities Select Sector SPDR F | $68.70万 | 0.16% | 14,965 | 1,237 | 9.0% | $5.68万 | 加仓 |
| MRSH | Marsh & McLennan Companies | $50.60万 | 0.12% | 2,920 | -173 | -5.6% | -$3.00万 | 减仓 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $42.90万 | 0.10% | 4,265 | -168 | -3.8% | -$1.69万 | 减仓 |
| TSLA | Tesla Inc | $41.60万 | 0.10% | 1,119 | 408 | 57.4% | $15.17万 | 加仓 |
| JNJ | Johnson & Johnson | $40.30万 | 0.09% | 1,650 | -120 | -6.8% | -$2.93万 | 减仓 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $38.30万 | 0.09% | 4,635 | -1,688 | -26.7% | -$13.95万 | 减仓 |
| ADP | Automatic Data Processing Inc | $37.70万 | 0.09% | 1,858 | -250 | -11.9% | -$5.07万 | 减仓 |
| SOLS | Solstice Advanced Materials Inc | $29.50万 | 0.07% | 3,868 | -518 | -11.8% | -$3.95万 | 减仓 |
| F | Ford Motor Co | $28.20万 | 0.07% | 24,426 | -1,450 | -5.6% | -$1.67万 | 减仓 |
| ABBV | AbbVie Inc | $26.20万 | 0.06% | 1,203 | -326 | -21.3% | -$7.10万 | 减仓 |
| XLK | Technology Select Sector SPDR | $25.20万 | 0.06% | 1,893 | 98 | 5.5% | $1.30万 | 加仓 |
| DTE | DTE Energy Co | $24.70万 | 0.06% | 1,687 | 4 | 0.2% | $586 | 加仓 |
| SYK | Stryker Corp | $21.70万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $21.00万 | 0.05% | 1,240 | 1,240 | — | $21.00万 | 新建仓 |
| SCHB | Schwab US Broad Market ETF | $20.40万 | 0.05% | 8,131 | -90 | -1.1% | -$2,258 | 减仓 |
| OMFL | Invesco Russell 1000 Dynamic Mltfct ETF | $0 | 0.00% | 0 | -4,646 | -100.0% | -$28.40万 | 清仓 |
| V | Visa Inc | $0 | 0.00% | 0 | -579 | -100.0% | -$20.30万 | 清仓 |
| SHOP | Shopify Inc | $0 | 0.00% | 0 | -1,250 | -100.0% | -$20.10万 | 清仓 |