Pine Haven Investment Counsel, Inc
FAIRHAVEN MA · SEC CIK 0001899753
$1.36亿2026Q1 申报市值
114持仓数
39.8%前十大占比 · 第一大 8.2%
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
SPY 加仓+$52.81万
ESGD 加仓+$25.34万
BMY 新建仓+$21.60万
SCHO 新建仓+$20.35万
MDYG 加仓+$18.97万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$29.92万
PAYX 清仓-$21.40万
INTU 清仓-$20.88万
AAPL 减仓-$16.17万
GOOGL 减仓-$13.49万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,110.07万 | 8.16% | 29,988 | 250 | 0.8% | $9.25万 | 加仓 |
| AAPL | APPLE INC | $1,031.77万 | 7.59% | 40,654 | -637 | -1.5% | -$16.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $543.66万 | 4.00% | 5,456 | -43 | -0.8% | -$4.28万 | 减仓 |
| GOOGL | ALPHABET INC | $444.19万 | 3.27% | 15,447 | -469 | -2.9% | -$13.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $443.21万 | 3.26% | 9,249 | -70 | -0.8% | -$3.35万 | 减仓 |
| ABBV | ABBVIE INC | $390.44万 | 2.87% | 17,952 | -10 | -0.1% | -$2,175 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $383.21万 | 2.82% | 40,776 | -537 | -1.3% | -$5.05万 | 减仓 |
| SBUX | STARBUCKS CORP | $374.68万 | 2.75% | 41,822 | -289 | -0.7% | -$2.59万 | 减仓 |
| ESGD | ISHARES TR | $366.09万 | 2.69% | 38,286 | 2,650 | 7.4% | $25.34万 | 加仓 |
| — | EXXON MOBIL CORP | $323.29万 | 2.38% | 19,055 | -546 | -2.8% | -$9.26万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $264.15万 | 1.94% | 4,420 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $233.57万 | 1.72% | 22,750 | -130 | -0.6% | -$1.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $224.87万 | 1.65% | 9,200 | -156 | -1.7% | -$3.81万 | 减仓 |
| AMGN | AMGEN INC | $223.92万 | 1.65% | 6,364 | -140 | -2.2% | -$4.93万 | 减仓 |
| DE | DEERE & CO | $222.00万 | 1.63% | 3,941 | -146 | -3.6% | -$8.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $218.42万 | 1.61% | 6,391 | -99 | -1.5% | -$3.38万 | 减仓 |
| EAGG | ISHARES TR | $204.41万 | 1.50% | 42,988 | 1,790 | 4.3% | $8.51万 | 加仓 |
| GOOG | ALPHABET INC | $185.00万 | 1.36% | 6,449 | -20 | -0.3% | -$5,737 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $176.50万 | 1.30% | 2,714 | 812 | 42.7% | $52.81万 | 加仓 |
| ORCL | ORACLE CORP | $176.28万 | 1.30% | 11,983 | -263 | -2.1% | -$3.87万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $172.88万 | 1.27% | 11,969 | 120 | 1.0% | $1.73万 | 加仓 |
| MRK | MERCK & CO INC | $170.66万 | 1.25% | 14,187 | 50 | 0.4% | $6,015 | 加仓 |
| TJX | TJX COS INC NEW | $165.61万 | 1.22% | 10,370 | 65 | 0.6% | $1.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $160.21万 | 1.18% | 9,186 | -74 | -0.8% | -$1.29万 | 减仓 |
| CAT | CATERPILLAR INC | $156.71万 | 1.15% | 2,212 | -112 | -4.8% | -$7.93万 | 减仓 |
| PEP | PEPSICO INC | $152.88万 | 1.12% | 9,845 | -56 | -0.6% | -$8,696 | 减仓 |
| EMR | EMERSON ELEC CO | $143.19万 | 1.05% | 10,929 | -508 | -4.4% | -$6.66万 | 减仓 |
| UNP | UNION PAC CORP | $133.13万 | 0.98% | 5,487 | 34 | 0.6% | $8,249 | 加仓 |
| ESML | ISHARES TR | $123.61万 | 0.91% | 26,288 | 1,590 | 6.4% | $7.48万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $122.32万 | 0.90% | 45,967 | 3,775 | 8.9% | $10.05万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $121.20万 | 0.89% | 3,706 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $117.07万 | 0.86% | 36,572 | -904 | -2.4% | -$2.89万 | 减仓 |
| SYK | STRYKER CORPORATION | $115.47万 | 0.85% | 3,514 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $112.03万 | 0.82% | 11,522 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $111.35万 | 0.82% | 21,081 | -581 | -2.7% | -$3.07万 | 减仓 |
| V | VISA INC | $109.11万 | 0.80% | 3,610 | -59 | -1.6% | -$1.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $107.84万 | 0.79% | 3,666 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $106.29万 | 0.78% | 12,471 | 120 | 1.0% | $1.02万 | 加仓 |
| EFA | ISHARES TR | $99.04万 | 0.73% | 10,197 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $97.70万 | 0.72% | 38,977 | 395 | 1.0% | $9,901 | 加仓 |
| BLK | BLACKROCK INC | $97.52万 | 0.72% | 1,014 | -1 | -0.1% | -$962 | 减仓 |
| KO | COCA COLA CO | $96.20万 | 0.71% | 12,650 | -65 | -0.5% | -$4,943 | 减仓 |
| ISTB | ISHARES TR | $90.12万 | 0.66% | 18,596 | 1,450 | 8.5% | $7.03万 | 加仓 |
| AVGO | BROADCOM INC | $83.87万 | 0.62% | 2,710 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $83.79万 | 0.62% | 2,254 | -60 | -2.6% | -$2.23万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $83.76万 | 0.62% | 1,817 | 5 | 0.3% | $2,305 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $82.42万 | 0.61% | 79,787 | 9,430 | 13.4% | $9.74万 | 加仓 |
| NFLX | NETFLIX INC. | $80.38万 | 0.59% | 8,360 | -15 | -0.2% | -$1,442 | 减仓 |
| META | META PLATFORMS INC | $75.06万 | 0.55% | 1,312 | 15 | 1.2% | $8,582 | 加仓 |
| IDXX | IDEXX LABS INC | $74.45万 | 0.55% | 1,325 | 17 | 1.3% | $9,552 | 加仓 |
| ECL | ECOLAB INC | $73.02万 | 0.54% | 2,745 | 5 | 0.2% | $1,330 | 加仓 |
| IWF | ISHARES TR | $72.91万 | 0.54% | 1,710 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.53% | 1 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $68.33万 | 0.50% | 5,498 | -9 | -0.2% | -$1,119 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $67.58万 | 0.50% | 1,883 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $67.31万 | 0.49% | 3,382 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $66.52万 | 0.49% | 7,162 | 149 | 2.1% | $1.38万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $65.16万 | 0.48% | 3,336 | 15 | 0.5% | $2,930 | 加仓 |
| MDYG | SPDR SERIES TRUST | $64.70万 | 0.48% | 6,742 | 1,977 | 41.5% | $18.97万 | 加仓 |
| DIS | DISNEY WALT CO | $64.23万 | 0.47% | 6,664 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $63.50万 | 0.47% | 7,045 | -150 | -2.1% | -$1.35万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $60.43万 | 0.44% | 8,340 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $58.89万 | 0.43% | 2,895 | -40 | -1.4% | -$8,137 | 减仓 |
| CRM | SALESFORCE INC | $58.28万 | 0.43% | 3,122 | -30 | -1.0% | -$5,600 | 减仓 |
| IWB | ISHARES TR | $57.76万 | 0.42% | 1,620 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $56.58万 | 0.42% | 7,534 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $56.51万 | 0.42% | 12,428 | 140 | 1.1% | $6,366 | 加仓 |
| IJR | ISHARES TR | $54.01万 | 0.40% | 4,345 | 115 | 2.7% | $1.43万 | 加仓 |
| HD | HOME DEPOT INC | $52.98万 | 0.39% | 1,611 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $52.18万 | 0.38% | 17,009 | 565 | 3.4% | $1.73万 | 加仓 |
| CI | THE CIGNA GROUP | $51.99万 | 0.38% | 1,949 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $48.60万 | 0.36% | 22,614 | 6,488 | 40.2% | $13.94万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.54万 | 0.33% | 15,661 | -59 | -0.4% | -$1,716 | 减仓 |
| TRMB | TRIMBLE INC | $41.75万 | 0.31% | 6,400 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $40.74万 | 0.30% | 3,084 | -85 | -2.7% | -$1.12万 | 减仓 |
| CSCO | CISCO SYS INC | $39.72万 | 0.29% | 5,119 | 25 | 0.5% | $1,940 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $39.50万 | 0.29% | 1,376 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.30万 | 0.29% | 1,887 | 30 | 1.6% | $6,248 | 加仓 |
| SAP | SAP SE | $39.12万 | 0.29% | 2,285 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $38.35万 | 0.28% | 417 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $37.13万 | 0.27% | 2,883 | -60 | -2.0% | -$7,727 | 减仓 |
| IBDS | ISHARES TR | $36.84万 | 0.27% | 15,200 | 500 | 3.4% | $1.21万 | 加仓 |
| IBDR | ISHARES TR | $36.84万 | 0.27% | 15,200 | 500 | 3.4% | $1.21万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $36.81万 | 0.27% | 2,570 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $34.98万 | 0.26% | 9,518 | 250 | 2.7% | $9,188 | 加仓 |
| AGG | ISHARES TR | $33.94万 | 0.25% | 3,419 | 1,354 | 65.6% | $13.44万 | 加仓 |
| GLD | SPDR GOLD TR | $33.91万 | 0.25% | 788 | 34 | 4.5% | $1.46万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.46万 | 0.25% | 1,152 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $32.23万 | 0.24% | 5,658 | -133 | -2.3% | -$7,577 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.82万 | 0.23% | 4,014 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $30.60万 | 0.22% | 4,261 | -175 | -3.9% | -$1.26万 | 减仓 |
| MMM | 3M CO | $30.06万 | 0.22% | 2,070 | -20 | -1.0% | -$2,905 | 减仓 |
| ICSH | ISHARES TR | $29.87万 | 0.22% | 5,900 | -254 | -4.1% | -$1.29万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $28.04万 | 0.21% | 1,414 | -40 | -2.8% | -$7,932 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $27.75万 | 0.20% | 8,422 | 100 | 1.2% | $3,295 | 加仓 |
| SO | SOUTHERN CO | $26.77万 | 0.20% | 2,773 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $26.55万 | 0.20% | 2,420 | -160 | -6.2% | -$1.76万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $25.87万 | 0.19% | 1,856 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $25.33万 | 0.19% | 10,367 | 1,866 | 22.0% | $4.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.91万 | 0.18% | 4,609 | 0 | 0.0% | — | 不变 |