White Pine Capital LLC 13F 持仓 · 2026年Q2
White Pine Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 240 只证券，申报市值合计 4.23 亿美元。前几大持仓：MMM（3.73%）、AAPL（3.52%）、IVV（2.83%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MMM | 3M CO | $15.8M | 3.73% | 97,443 | 减持 |
| 2 | AAPL | APPLE INC | $14.9M | 3.52% | 51,475 | 减持 |
| 3 | IVV | ISHARES CORE S&P 500 INDEX FUN | $12.0M | 2.83% | 15,977 | 增持 |
| 4 | MSFT | MICROSOFT CORP COM | $11.4M | 2.68% | 30,462 | 减持 |
| 5 | GOOGL | ALPHABET INC CL A | $9.6M | 2.27% | 26,885 | 增持 |
| 6 | GE | GE AEROSPACE | $7.2M | 1.71% | 19,388 | 减持 |
| 7 | SPY | SPDR S&P 500 ETF TRUST | $7.2M | 1.70% | 9,611 | 增持 |
| 8 | AMD | ADVANCED MICRO DEVICES | $7.1M | 1.68% | 12,238 | 减持 |
| 9 | AMZN | AMAZON.COM INC | $7.1M | 1.68% | 29,801 | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON COM | $6.5M | 1.53% | 25,431 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $6.3M | 1.48% | 19,172 | 减持 |
| 12 | CECO | CECO ENVIRONMENTAL CORP | $5.6M | 1.32% | 61,372 | 减持 |
| 13 | SXI | STANDEX INTERNATIONAL CORP | $5.3M | 1.25% | 14,781 | 减持 |
| 14 | GLD | SPDR GOLD TRUST FUND | $5.1M | 1.20% | 13,821 | 减持 |
| 15 | V | VISA INC CLASS A | $5.1M | 1.20% | 14,798 | 减持 |
| 16 | NVDA | NVIDIA CORP | $4.9M | 1.17% | 24,735 | 增持 |
| 17 | WMT | WALMART INC | $4.8M | 1.15% | 42,794 | 减持 |
| 18 | GOOG | ALPHABET INC CL C | $4.4M | 1.05% | 12,561 | 减持 |
| 19 | MRK | MERCK & CO INC COM | $4.4M | 1.04% | 34,201 | 减持 |
| 20 | CSCO | CISCO SYS INC COM | $4.2M | 1.00% | 35,937 | 增持 |
| 21 | ATRO | ASTRONICS CORP | $4.1M | 0.97% | 50,391 | 减持 |
| 22 | IBM | INTERNATIONAL BUS MACH COM | $4.1M | 0.96% | 14,492 | 减持 |
| 23 | MXL | MAXLINEAR INC CL A | $4.0M | 0.94% | 31,162 | 减持 |
| 24 | ADTN | ADTRAN HOLDINGS INC COM | $3.9M | 0.92% | 279,072 | 减持 |
| 25 | PFF | ISHARES TR PFD AND INCOME SEC | $3.9M | 0.92% | 127,304 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR