Pine Haven Investment Counsel, Inc
FAIRHAVEN MA · SEC CIK 0001899753
$1.49亿2026Q2 申报市值
116持仓数
39.6%前十大占比 · 第一大 7.9%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 新建仓+$30.02万
ESGD 加仓+$18.98万
EAGG 加仓+$13.49万
MDYG 加仓+$12.85万
SUSB 加仓+$8.43万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$45.55万
IWF 减仓-$28.31万
CVX 清仓-$24.17万
IWB 减仓-$22.11万
GOOGL 减仓-$11.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,174.49万 | 7.89% | 40,589 | -65 | -0.2% | -$1.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,116.38万 | 7.50% | 29,928 | -60 | -0.2% | -$2.24万 | 减仓 |
| GOOGL | ALPHABET INC | $540.13万 | 3.63% | 15,114 | -333 | -2.2% | -$11.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $512.09万 | 3.44% | 5,474 | 18 | 0.3% | $1.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $463.81万 | 3.12% | 9,269 | 20 | 0.2% | $1.00万 | 加仓 |
| ABBV | ABBVIE INC | $452.28万 | 3.04% | 17,973 | 21 | 0.1% | $5,284 | 加仓 |
| SBUX | STARBUCKS CORP | $431.72万 | 2.90% | 42,247 | 425 | 1.0% | $4.34万 | 加仓 |
| AMAT | APPLIED MATLS INC | $416.49万 | 2.80% | 5,761 | -630 | -9.9% | -$45.55万 | 减仓 |
| ESGD | ISHARES TR | $412.60万 | 2.77% | 40,132 | 1,846 | 4.8% | $18.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $372.58万 | 2.50% | 40,379 | -397 | -1.0% | -$3.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $303.60万 | 2.04% | 4,420 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $256.42万 | 1.72% | 18,755 | -300 | -1.6% | -$4.10万 | 减仓 |
| DE | DEERE & CO | $251.96万 | 1.69% | 3,972 | 31 | 0.8% | $1.97万 | 加仓 |
| AMGN | AMGEN INC | $229.62万 | 1.54% | 6,341 | -23 | -0.4% | -$8,329 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $227.42万 | 1.53% | 8,955 | -245 | -2.7% | -$6.22万 | 减仓 |
| GOOG | ALPHABET INC | $227.33万 | 1.53% | 6,434 | -15 | -0.2% | -$5,300 | 减仓 |
| CAT | CATERPILLAR INC | $225.33万 | 1.51% | 2,116 | -96 | -4.3% | -$10.22万 | 减仓 |
| EAGG | ISHARES TR | $217.29万 | 1.46% | 45,833 | 2,845 | 6.6% | $13.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $209.53万 | 1.41% | 23,091 | 341 | 1.5% | $3.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $203.79万 | 1.37% | 2,729 | 15 | 0.6% | $1.12万 | 加仓 |
| MRK | MERCK & CO INC | $183.41万 | 1.23% | 14,273 | 86 | 0.6% | $1.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $182.25万 | 1.22% | 9,108 | -78 | -0.8% | -$1.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $175.73万 | 1.18% | 11,984 | 15 | 0.1% | $2,200 | 加仓 |
| ORCL | ORACLE CORP | $175.61万 | 1.18% | 11,983 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $169.16万 | 1.14% | 2,912 | 17 | 0.6% | $9,875 | 加仓 |
| EMR | EMERSON ELEC CO | $160.27万 | 1.08% | 11,196 | 267 | 2.4% | $3.82万 | 加仓 |
| TJX | TJX COS INC NEW | $159.57万 | 1.07% | 10,533 | 163 | 1.6% | $2.47万 | 加仓 |
| ESML | ISHARES TR | $149.16万 | 1.00% | 26,669 | 381 | 1.4% | $2.13万 | 加仓 |
| UNP | UNION PAC CORP | $148.70万 | 1.00% | 5,467 | -20 | -0.4% | -$5,440 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $137.33万 | 0.92% | 3,706 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $131.09万 | 0.88% | 9,682 | -163 | -1.7% | -$2.21万 | 减仓 |
| IWR | ISHARES TR | $127.11万 | 0.85% | 11,522 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $126.56万 | 0.85% | 47,757 | 1,790 | 3.9% | $4.74万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $124.92万 | 0.84% | 36,741 | 169 | 0.5% | $5,746 | 加仓 |
| V | VISA INC | $123.75万 | 0.83% | 3,607 | -3 | -0.1% | -$1,029 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $120.00万 | 0.81% | 3,666 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $115.69万 | 0.78% | 12,618 | 147 | 1.2% | $1.35万 | 加仓 |
| SYK | STRYKER CORPORATION | $110.63万 | 0.74% | 3,514 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $105.93万 | 0.71% | 10,197 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $105.84万 | 0.71% | 42,352 | 3,375 | 8.7% | $8.43万 | 加仓 |
| KO | COCA COLA CO | $102.38万 | 0.69% | 12,597 | -53 | -0.4% | -$4,307 | 减仓 |
| BLK | BLACKROCK INC | $100.77万 | 0.68% | 1,048 | 34 | 3.4% | $3.27万 | 加仓 |
| AVGO | BROADCOM INC | $100.47万 | 0.68% | 2,660 | -50 | -1.8% | -$1.89万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $98.38万 | 0.66% | 3,360 | 24 | 0.7% | $7,027 | 加仓 |
| TSLA | TESLA INC | $94.80万 | 0.64% | 2,254 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $93.22万 | 0.63% | 1,883 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $92.77万 | 0.62% | 81,487 | 1,700 | 2.1% | $1.94万 | 加仓 |
| ISTB | ISHARES TR | $89.97万 | 0.60% | 18,646 | 50 | 0.3% | $2,413 | 加仓 |
| MDYG | SPDR SERIES TRUST | $88.42万 | 0.59% | 7,888 | 1,146 | 17.0% | $12.85万 | 加仓 |
| NKE | NIKE INC | $85.76万 | 0.58% | 20,892 | -189 | -0.9% | -$7,758 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $80.16万 | 0.54% | 8,340 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $80.05万 | 0.54% | 7,041 | -4 | -0.1% | -$455 | 减仓 |
| ECL | ECOLAB INC | $76.65万 | 0.52% | 2,751 | 6 | 0.2% | $1,672 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.50% | 1 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $73.90万 | 0.50% | 1,312 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $73.21万 | 0.49% | 3,382 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $73.07万 | 0.49% | 1,388 | 63 | 4.8% | $3.32万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $72.66万 | 0.49% | 1,827 | 10 | 0.6% | $3,977 | 加仓 |
| ESGE | ISHARES INC | $68.76万 | 0.46% | 12,573 | 145 | 1.2% | $7,930 | 加仓 |
| NEE | NEXTERA ENERGY INC | $65.28万 | 0.44% | 7,437 | 275 | 3.8% | $2.41万 | 加仓 |
| IJR | ISHARES TR | $64.44万 | 0.43% | 4,345 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $64.14万 | 0.43% | 6,664 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $63.10万 | 0.42% | 7,534 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $62.27万 | 0.42% | 5,498 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $60.55万 | 0.41% | 25,572 | 2,958 | 13.1% | $7.00万 | 加仓 |
| CSCO | CISCO SYS INC | $60.13万 | 0.40% | 5,119 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $59.69万 | 0.40% | 8,360 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $57.77万 | 0.39% | 18,219 | 1,210 | 7.1% | $3.84万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $57.67万 | 0.39% | 15,961 | 300 | 1.9% | $1.08万 | 加仓 |
| IWF | ISHARES TR | $56.62万 | 0.38% | 4,560 | -2,280 | -33.3% | -$28.31万 | 减仓 |
| HD | HOME DEPOT INC | $55.41万 | 0.37% | 1,571 | -40 | -2.5% | -$1.41万 | 减仓 |
| QCOM | QUALCOMM INC | $53.92万 | 0.36% | 2,918 | 35 | 1.2% | $6,468 | 加仓 |
| LLY | ELI LILLY & CO | $51.22万 | 0.34% | 427 | 10 | 2.4% | $1.20万 | 加仓 |
| CRM | SALESFORCE INC | $49.38万 | 0.33% | 3,152 | 30 | 1.0% | $4,700 | 加仓 |
| CI | THE CIGNA GROUP | $48.91万 | 0.33% | 1,774 | -175 | -9.0% | -$4.82万 | 减仓 |
| SUSA | ISHARES TR | $47.59万 | 0.32% | 3,084 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $47.02万 | 0.32% | 1,973 | 86 | 4.6% | $2.05万 | 加仓 |
| IWB | ISHARES TR | $44.23万 | 0.30% | 1,080 | -540 | -33.3% | -$22.11万 | 减仓 |
| CVS | CVS HEALTH CORP | $44.08万 | 0.30% | 4,261 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $43.30万 | 0.29% | 1,376 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $41.89万 | 0.28% | 2,570 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $38.87万 | 0.26% | 9,953 | 435 | 4.6% | $1.70万 | 加仓 |
| IBDR | ISHARES TR | $36.83万 | 0.25% | 15,200 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $36.81万 | 0.25% | 15,200 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $36.72万 | 0.25% | 1,232 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $35.21万 | 0.24% | 2,285 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.77万 | 0.23% | 1,152 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $33.49万 | 0.23% | 5,570 | -88 | -1.6% | -$5,291 | 减仓 |
| TRMB | TRIMBLE INC | $32.76万 | 0.22% | 6,400 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $32.46万 | 0.22% | 1,431 | 17 | 1.2% | $3,856 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.72万 | 0.21% | 4,014 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $30.54万 | 0.21% | 8,422 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $30.36万 | 0.20% | 1,875 | -195 | -9.4% | -$3.16万 | 减仓 |
| INTC | INTEL CORP | $30.02万 | 0.20% | 2,150 | 2,150 | — | $30.02万 | 新建仓 |
| ICSH | ISHARES TR | $29.34万 | 0.20% | 5,800 | -100 | -1.7% | -$5,058 | 减仓 |
| GLD | SPDR GOLD TR | $29.03万 | 0.20% | 788 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $28.37万 | 0.19% | 2,420 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $27.64万 | 0.19% | 11,547 | 1,180 | 11.4% | $2.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.51万 | 0.18% | 4,609 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $27.01万 | 0.18% | 2,729 | -690 | -20.2% | -$6.83万 | 减仓 |