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 |
|---|---|---|---|---|---|---|---|---|
| JLL | JONES LANG LASALLE INC | $24.47万 | 0.18% | 804 | -85 | -9.6% | -$2.59万 | 减仓 |
| CVX | CHEVRON CORPORATION | $24.17万 | 0.18% | 1,168 | -125 | -9.7% | -$2.59万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $23.92万 | 0.18% | 1,232 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $23.91万 | 0.18% | 3,451 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $23.68万 | 0.17% | 9,350 | 1,100 | 13.3% | $2.79万 | 加仓 |
| PCAR | PACCAR INC | $23.35万 | 0.17% | 2,022 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $23.15万 | 0.17% | 1,400 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $22.99万 | 0.17% | 5,600 | -400 | -6.7% | -$1.64万 | 减仓 |
| NTES | NETEASE COM INC | $22.39万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $21.76万 | 0.16% | 615 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.60万 | 0.16% | 3,561 | 3,561 | — | $21.60万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $20.42万 | 0.15% | 700 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $20.35万 | 0.15% | 8,386 | 8,386 | — | $20.35万 | 新建仓 |
| ICLN | ISHARES TR | $19.54万 | 0.14% | 10,685 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -855 | -100.0% | -$29.92万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,908 | -100.0% | -$21.40万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -315 | -100.0% | -$20.88万 | 清仓 |